Glaciers Edge Council

Boy Scouts of America

COUNCIL FINANCE CONFERENCE

November 9 - 11, 2015
Location: Grandview Lodge, W6459 Cottonville Drive, Wautoma, WI 54982
Carpooling:

Vehicle 1: Alex Tyms, Breck Dokken

Vehicle 2: Don Olsen, Nick Rose
Vehicle 2: Margaret Williams (coming from Door County)
Vehicle 4: Preston Irving, Clarence Renfroe, Andrew Olsen, Robert Armgardt

Leave from the Madison Office. If you choose to drive on your own you will not be reimbursed
mileage.
Monday, November 9
12:00 NOON

Arrive no earlier than 11:30 a.m.

Settle into rooms
Eat lunch before arriving

1:00 PM

OPENING
Prayer
Pledge of Allegiance
Thought for the day

Don Olsen

SETTING THE STAGE

Alex Tyms

COUNCIL BUDGET
How it is developed
Income
Expenses
District Budgets
Why we need FOS

Alex Tyms

COUNCIL PLAN & STRUCTURE

Board Campaign
Major Gifts
Leadership Events

Margaret Williams

DISTRICT STRUCTURES
Leadership
Community
Family

Don Olsen

BREAK
1

Glaciers Edge Council

Boy Scouts of America

Monday, November 9 Continued

CAMPAIGN MANAGER
Margaret Williams
Who is it? Job Description
Responsibilities
What it takes to be a winner
CAMPAIGN DISCIPLINE
How to control our own actions
How to control the actions of others

Don Olsen

ANALYZING LAST YEARS CAMPAIGN

What went well?
What could be improved?
Where did we get our money?
Who do we want back?

Margaret Williams

GOAL SETTING
How they are determined
What we need in 2016

Alex Tyms

CALENDAR
Step by step
When and what
Backdate 2016 Campaign

Nick Rose

BREAK FOR DINNER

Enjoy Evening Fellowship Activities, Complete Backdating if
necessary
Tuesday, November 10
8:30 AM

OPENING
Prayer
Pledge of Allegiance
Thought for the day

Robert Armgardt

FRIENDRAISING 101

Alex Tyms

RECRUITING CAMPAIGN LEADERSHIP

Getting the best

Don Olsen

Glaciers Edge Council

Boy Scouts of America

Who are they?

Tuesday, November 10 Continued

PROSPECTING & EVALUATING
The solid foundation
Sources of new prospects
How to conduct P&E meetings

Margaret Williams

COUNCIL PHASE
A large percentage of our money
The first to kickoff
Holiday Letter
Annual Givers Club
Christmas Card
Annual Report

Alex Tyms

STAFF CAMPAIGN
Sets the pace and tone
Pledge Cards

Margaret Williams

DISTRICT COMMITTEE CAMPAIGN

To set the example
How to do

Don Olsen

FAMILY CAMPAIGN
How to organize it
Most vested interest
Tracking Report

Clarence Renfroe

MAJOR GIFTS

Alex Tyms

Big money
Cultivation
Organization and structure

DISTRICT/DIVISION STEERING COMM.

Scouting Associations
Who are they?
What do they do?

Don Olsen

DISTRICT FOS CHAIRMAN

Job description

Margaret Williams

Glaciers Edge Council

Boy Scouts of America

Qualities

BREAK FOR LUNCH

Tuesday, November 10 Continued
LEADERSHIP CAMPAIGN
$250 gifts & Up
How to organize it

Alex Tyms

COMMUNITY CAMPAIGN
How to organize it
Finding Prospects
Tracking Report

Breck Dokken

RECORD KEEPING

Andrew Olsen and

Margaret Williams

A necessary evil
How to do

KICK-OFFS & REPORT MEETINGS

Why?
How?

Nick Rose

PROPOSALS
How to write
Who to?

Margaret Williams

LETTERS
Always needed
Samples

Alex Tyms

MATCHING GIFTS
Why?
How to do?
Tracking Sheet

Margaret Williams

CLEAN-UP CAMPAIGN
Preston Irving
Always needed
How to do it
Clean-Up Letter
Phone-a-thons (AKA Dialing for Dollar)
4

Glaciers Edge Council

Boy Scouts of America

DEVELOP AND MAP OUT ALL DISTRICT CAMPAIGNS

BREAK FOR DINNER
Finish Developing Goals, Plan, and Calendar
Wednesday, November 11
8:00 AM

(NOTE: Pack up and empty your room prior to the start of our sessions)
OPENING
Prayer
Pledge of Allegiance
Thought for the day

Preston Irving

CAMPAIGN MATERIALS
Margaret Williams
Tools of our trade
2016 Brochure
Investment in Character vs Friends of Scouting
GIFT IN KIND & PROJECT SALES
What is a Gift in Kind?
What is a Project Sale?
Procedure
Catalog

Nick Rose

RECOGNITION
Giver Recognition
Staff Recognition

Alex Tyms

CAMPAIGN PRESENTATION PLANS

Staff
Each Staff member will present their plan for success
CLOSING CHALLENGE

On the road by 11:00 AM

Lunch on the road

Alex Tyms