Draft Development Plan May 22, 2013 Objective 1: Increase our fundraising over time in order to better serve

our mission and provide for growth. FY2013 Goal: Meet annual budget target of $730,000 through balanced fundraising program seeking corporate and individual unrestricted donations, on-line small-donor donations, foundation grants and program-related corporate sponsorships .
Corporate donations ($295,000) SOTW Sponsorships ($140,000) Individual donations ($140,000) Foundation grants ($155,000)

Revenue type Corporate donations ($295,000)

Tactic Spring fundraiser ($225,000)

Activities $175,000 in sponsorships $25,000 silent and on-line auction $15,000 live auction $7,500 in tickets (1040 club included in Harbor Bound restricted grants) Parse full donor list into individuals and corporate contacts. Julie fixes GiftWorks. Alice and Julie draft letters Letters to all current, lapsed and potential corporate members go out before June 15follow up letter in September for nonrespondents Create new membership categories and materials: Any amount makes you a corporate

Staffing and budget Vivien, Julie, Development Cmte, The Castle Group; $45,000 Vivien and Alice with Julies help Vivien, Alice with help from Julie and Kay Alice, with review from dev cmte

Status Event complete, still receiving pledge payments. May/June

Memberships ($70,000)

By June 15, with follow up letter in September May/June

Corporate participation in fall gala (budgeted under individual donations)

SOTW Sponsorships ($140,000)

Cash sponsorships Peer-to-peer fundraising

member Ask people to become corporate underwriters $1,000 Bronze $2,500 Silver $5,000 Gold $10,000 Platinum $25,000 Diamond Confirm host site and underwriter In early June, Alice and Vivien identify top corporate prospects from donor lists (update VL top prospects list needs to be consistent with GiftWorks updates) Create 10-15 member Host Committee in June Create invite to go out in September print in July after Host Committee done Most invitations are made in person or by phone by Vivien, Julie, Host Cmte members Inclusion in ad campaign ($20,000) High donor sponsorships ($20,000) Kickstarter Campaign ($20,000) June 12 Party ($10,000) First Giving ($70,000) Extreme croquet (corporate teams) CEO challenge (NGO teams) Donate button (SOTW businesses)

Vivien, Alice, Host Cmte

May-Nov

Julie and Christian Julie and Christian

Have received $34,000 In process

Individual donations ($140,000)

Major gifts ($90,000)

Individual participation in fall gala ($50,000)

Individual membership renewals, new requests and increases ($40,000) Late MayAlice and Vivien parse full donor list into individuals and corporate contacts. Julie fixes GiftWorks. Alice and Julie draft letters Letters to all current, lapsed and potential individual members go out before June 15 Any amount makes you an individual member Ask people to become major donors $1,000 Bronze $2,500 Silver $5,000 Gold $10,000 Platinum $25,000 Diamond In early June, Alice and Vivien identify top individual prospects from donor lists (update VL top prospects list needs to be consistent with GiftWorks updates) Create 10-15 member Host Committee in June Create invite to go out in September print in July after Host Committee done Most invitations are made in person or by phone by Vivien, Julie, Host Cmte members

Alice and Vivien, with Julie and Kays help

May/June, follow up letter in September for nonrespondents

Alice, Vivien, Host Cmte with Julies help

June-Nov

New potential high donors through Friend raisers

Small donations (typically online)

Foundation grants ($155,000; move 10% in overhead to unrestricted funding)

Climate Change ($30,000)

Ann Thornburg (September?) Nancy Wheatley (Christmastime?) Shelly ONeill (June 11) Fireworks cocktail parties Need to develop materials for these events Need to follow up in person with people after the events Every email that goes out has a donate button Focus on many, small cool requests for donations. Viral fundraising All free events are free with donations of any kind Conduct Foundation research and outreach and submit applications

Alice and Vivien, with Julies help

Q2-Q4

Julie and Christian

Q2/Q3

Julie and Alice

Q2-Q4

Harbor Bound ($15,000)

Conduct Foundation research and outreach and submit applications

Julie and Alice

Q1, Q4; we have $13,500 in hand.

Marine Debris ($44,000)

Vivien Massport Eastern Salt City of Boston Environment Department MWRA

Q2long term support expected again this year need to solicit Q2, Q4. $50,000 in hand, need to solicit others.

Boston-specific projects ($66,000)

Back to the Beaches (Boston Water and Sewer Commission) First Night (WOTW) (BRA) Northern Avenue Bridge (Garden Club)

Vivien

Objective 2: Increase organizational capacity for fundraising and development FY2013 Goals: Increase TBHAs institutional ability to raise money. Goal Improve board capacity to help fundraise (with Nominating, Development and Executive Cmtes) Continue to improve records management and other administrative support Tactics Work with Nominating, Development and Exec Cmtees, establish policy Consider other changes to improve board functions as appropriate Merge all duplicate records in Giftworks Work with intern to call all donors to update contact info including mailing address, phone and email into consistent format Merge all auction, Bidding for Good and Eventbrite info into Giftworks and update after each new event Systematically input Viviens high donor knowledge to Giftworks. Develop materials and target lists to use in Staff and budget Board, Julie, Vivien, Alice ($2k printing) Julie, Kay, intern Status Q2/Q3

Q3/Q4

Improve alignment of TBHA resources dedicated to development

Friendraiser meetings and one-on-one solicitations Work with Shelly to develop robust, year-round development committee Make auction cmte a subset of the dev cmte Review TBHA budget to ensure sufficient resources are going to development efforts, including maintenance of the membership list and organizations ability to support and follow up after increased development activities. Develop a strategy for expanding staff/board outreach capacity for high donors. Develop initial individual and corporate target lists Increase administrative staff in 2014

Julie, Vivien, Alice, Q3 Christian, EC, Fin Com and Dev Cmte