Final Exam

PHST-P330 Introduction to Philanthropic Fundraising

Spring 2020
Bill Stan
Innovator

Introduction to Philanthropic Fundraising

Final Exam

Heartland Museum

Molly Grimm and Lamin Conteh

May 3, 2020
 ​FINANCIAL OVERSIGHT

1. $90,000 salary cap for all staff members

○ No housing allowances or benefits of that sort are allowed.

2. All money received is immediately deposited and noted.

○ The monthly total of donations will be reported during the monthly
board meeting.
○ Heartland Museum will only have two bank accounts, a checking and a
savings

3. 2 Financial staff officers will be assigned to help the financial board officer, and
act in their place if they were to not be able to work.
○ Anything dealing with the expenditures or income must first get the
approval of the financial board officer, then it must be noted and signed
off by all board members.
Heartland Museum

Board Members:
Van Diesel
Vi Society
Archie Ologoist
Tamika Catchings
Scott Davison
Sherene Donaldson
Martha Hoover
Rafael Sanchez
Myra Selby

Strengths:
Heartland Museum's new board of directors is very skilled in many areas. Many of the
board members are Indiana natives and they all live in Indiana particularly. This is important for
the mission of the organization. The current board leadership understands the organization and
will help tremendously when onboarding new members. The board is very diverse and has many
connections within the community. The board also is very wealthy, leading to the ability to help
financially support the museum. Many of the board members are involved in businesses and
organizations that have helped form and support America’s culture.
Tamika Catchings is a former WNBA player. Basketball is a huge part of Indiana culture.
She will be an asset to the board with her large network and has nonprofit experience with
starting her own nonprofit. Scott Davison is a large name in the Indianapolis community with
many connections. Working for One America, he has much experience with finance, which will
be important for recovering from financial damage caused by the former CEO. Sherene
Donaldson works with FFA, a very important organization that helps to enrich Indiana's
agriculture culture. She has experience in education, an important aspect of the museum's
mission. Her experience as a race relations facilitator in Indianapolis will be important in
developing exhibits in the museum. She also has experience in board management. Martha
Hoover has established a very successful restaurant chain and nonprofit in the Indianapolis
community. She is well known and puts health and Indiana agriculture first in her nonprofit and
business. Rafael Sanschez is well liked in the Indianapolis community and has a mission to make
Indianapolis a better place to live. Myra Selby is a great addition to the board because of her law
expertise and time serving on the Indiana Supreme Court. She is very connected in the
community and her specialization in internal investigations will be a great addition after the
recent scandal. She is also focused on race and gender fairness which will help in the
development of exhibits.
Weaknesses:
The board also has its weaknesses. The board may be diverse through race and gender,
but the board is mostly middle aged, or older. There are no younger people serving on the board.
Many of the board members are also very busy and serve on a multitude of nonprofit boards.
They are all still working other jobs as well. This may bring issues when trying to schedule board
meetings and keep them engaged at all times. Faith is a large part of Indiana’s culture, and there
are not any large faith leaders on the board. Almost all of the board members are executives,
meaning there are no blue collar workers on the board, which is important in Indiana’s culture.
With the main focus of the museum being preservation through education and art, the board
lacks expertise in art. This may cause some problems during development.
 Heartland Board Skills Chart
Van Vi Archie Tamika Scott Sherene Martha Rafael Myra
Diesel Society Ologist Catchings Davison Donaldson Hoover Sanchez Selby

FEMALE

MALE

WHITE

AFRICAN-
AMERICAN

LATINO

ASIAN

SENIOR
CITIZEN

BUSINESS

AG/RURAL

BLUE
COLLAR

EDUCATION

HEALTH

FAITH

MARKETING
&MEDIA

ROLODEX

NONPROFIT
EXPERIENCE

MIDDLE
AGED
Heartland Museum
Indianapolis, IN

STRATEGIC PLAN
APRIL 2020
 Data and Research

The Indiana State Board of Animal Health says there were 1,000 dairy farms in the state
producing Grad A milk at the start of the year. By the end of 2018, there were 892 dairy farms
still operating.

○ Going back to 2013, there were nearly 1,500 grade A dairy farms in Indiana.
■ Source: ​The Indiana State Board of Animal Health

Law enforcement agencies reported 107 hate crime incidents in Indiana in 2018, the highest
number of such incidents in the state since 1999​.

○ The number of reported hate crime incidents nearly doubled from 55 in 2017 to
the 107 in 2018.
■ Source: FBI

The U.S. population as a whole is expected to become majority-minority in 2044.

○ The minority population is projected to rise to 56 percent of the total in 2060,

compared with 38 percent in 2014.
■ Source: Census Bureau

“Kaihlanen, A., Hietapakka, L. & Heponiemi, T. Increasing cultural awareness: qualitative study
of nurses’ perceptions about cultural competence training. ​BMC Nurs​ 18, 38 (2019).
https://doi.org/10.1186/s12912-019-0363-x​”

In this study nurses and other healthcare workers were given cultural awareness training. The
results of this study indicates that increasing awareness of one’s own cultural features can be
useful for easing cross-cultural encounters in a healthcare setting and improving the cultural
competence of nurses. Participants expressed that the training was useful on many different
levels, and they saw the small group size and inspiring lectures as important in facilitating
discussion about cross-cultural care.

“Preserving Culture and Heritage Through Generations. (2014). ​Preserving Culture and
Heritage Through Generations​. Retrieved from
http://amf.net.au/library/uploads/files/Diversity_Matters_Forum_overview_and_theme_summari
es_2014.pdf​”
It is important to preserve our cultural heritage, because it keeps our integrity as a people. The
importance of intangible cultural heritage is the wealth of knowledge and skills that is passed on
through it from one generation to the next. Cultural heritage affirms our identity as a people
because it creates a comprehensive framework for the preservation of cultural heritage including
cultural sites, old buildings, monuments, shrines, and landmarks that have cultural significance
and historical value.
S.W.O.T Analysis

Strengths
1. We have a strong mission and vision
that our staff and board believe in.
2. We have dedicated staff and board
members that want to see the museum
succeed after the scandal.
3. Our board has strong community
connections.
4. We have established relations with
local media and press who will back
us in trying to have a positive light
shined on the museum.
5. We have a network of dedicated and
skilled museum volunteers who still
want to be involved in daily
productions at the museum.
Weaknesses
1. Our board currently does not have any
young people from the community.
2. Staff and board members do not have
trust in each other after the Cashcow
scandal.
3. Our staff will have to work extra hard
to regain community trust and to
rebuild the museum to what it was
with less funds than before.
4. Many relationships the museum had
with local and state officials were
broken because of the scandal.
5. Previous donors that are friends with
Ms. Cashcow will not give to the
museum.

Opportunities
1. The ability to educate Indiana on the
many cultures that shaped and make
up the state.
2. Shape the lives of young children
through field trips and summer camp
opportunities.
3. Assist in research on the many
cultures that have shaped Indiana and
the United States.
4. Build a social media campaign to
regain trust in the community and get
people to attend our programs.
5. Become a nationally recognized
museum that people want to visit
when they come to Indianapolis.
Threats
1. There are many other museums in
Indianapolis.
2. The negative publicity of the Cashcow
scandal will deter people from coming
to the museum.
3. Competition for donations with the
many other history and cultural
organizations in Indiana and
nationally.
4. The current global pandemic and the
closing on non-essential businesses
and the fear of people being in large
crowds.
5. The United States Economy- this will
limit the amount of people giving and
possibly government grants.
 VISION
A state with cultural aware citizens that treat each other with love and respect.

MISION

Heartland Museum strives to serve as the center of knowledge and understanding of Indiana
culture through art, exhibits and education for hoosiers of all ages.

VALUES

Heartland Museum recognizes the importance of preserving Indiana's rich culture.

Heartland Museum promotes cultural diversity and understanding throughout Indiana.

Heartland Museum strives to bring awareness to everyone in Indiana on the importance of

culture as a whole.

Heartland Museum supports the efforts of historians on studying Indiana and national culture
throughout history.

Heartland Museum respects all cultures throughout the state and promotes them all equally.

GOALS & OBJECTIVES

1. Provide the people of Indiana with a center that makes understanding Indiana culture a
priority.
a. Encourage hoosiers to donate family heirlooms that Heartland Museum can show
in our exhibition.
b. Encourage hoosiers to share their own stories.
c. Maintain a high standard for authenticity when choosing what we add to our
collection.
d. This will be achieved by our exhibition committee.
2. Encourage hoosiers to connect with one another to create a statewide sense of culture
through art, education, exhibits and events.
a. Provide art and education experiences for both children and adults.
b. Keep admission fees low to create equal opportunity for everyone to experience
the museum.
c. Host events focused on cultural similarities and differences.
d. The Hoosier night committee will be in charge of this.

3. Establish a board and staff of motivated and dedicated individuals that are committed to
the mission of Heartland Museum.
a. Focus on the recruiting and retention of staff to keep quality individuals dedicated
to our mission
b. Provide yearly training for staff and board members on cultural awareness to
connect them closer to the mission.
c. Promote a culture of caring within the organization
d. Everyone in the organizations is part of the Recruiting committee

4. Reach hoosiers through multiple forms of media.

a. Utilize Social media, newspaper, online ads, ads on podcasts, etc as tools for
marketing
b. Utilize collective networks of our staff and board members to reach donors
c. Establish a donor platform that promotes on donor retention
d. This will be done by our marketing and fundraising committees.
 Heartland Museum Operations Plan

Goal #1: ​ Heartland Museum will encourage hoosiers to connect with one another to create a
statewide sense of culture through art, education, exhibits and events.

Objective #1: ​ Heartland Museum will host a total of 12 events, one for each month of the year,
that will provide different cultural experiences that focus on culture similarities and differences
for both children and adults.

The Indiana State Board of Animal Health says there were 1,000 dairy farms in the state of
Indiana producing Grade A milk at the start of the year 2018. By the end of 2018, there were 892
dairy farms still operating. ​Going back to 2013, there were nearly 1,500 Grade A dairy farms in
Indiana. Indiana is a state that is slowly losing a lot of the shared culture that we once had that
brought us together.

As a result of this we have hoosiers losing jobs and tension within the different people and
cultures that make up Indiana. With this, law enforcement agencies reported 107 hate crime
incidents in Indiana in 2018, the highest number of such incidents in the state since 1999​.

Heartland Museum recognizes this growing issue and sees that it is important to preserve our
cultural heritage, because it keeps our integrity as a people. The importance of intangible cultural
heritage is the wealth of knowledge and skills that is passed on through it from one generation to
the next. Cultural heritage affirms our identity as a people because it creates a comprehensive
framework for the preservation of cultural heritage including cultural sites, old buildings,
monuments, shrines, and landmarks that have cultural significance and historical value.

Heartland Museum is committed to creating a state that has cultural aware citizens that treat
others with love and respect. Heartland Museum will host a total of 12 events, one for each
month of the year, that will be focused on providing different cultural experiences for both
children and adults. These events will be called Hoosier Nights. They will be held on site in our
main exhibition hall, with different smaller attractions for all ages set at different points in the
museum. There will be a multitude of hands on and visual attractions for adults and children,
promoting cultural awareness and understanding.

Hoosier night will include a cocktail and hors d'oeuvres hour at the beginning for adults, while
entertaining the children with fun snacks and a cultural movie. These snacks and drinks will be
provided by community partners and long time donors of the museum. Other activities like
storytelling, interactive learning demonstrations, crafts and movies will be present. These will be
hosted by the many volunteers that are dedicated to sharing their own culture that they bring to
the state.

Each month Heartland Museum will send out handwritten invites to community leaders and their
families, teachers and their families, past membership holders, past and current board members,
as well as many other families suggested by our board and other members. These invites will
total to 500 families each month. In the total fiscal year, 6,000 hoosier families will have had the
opportunity to experience Hoosier nights.

Heartland Museum will use photos and videos from the events to market our museum across the
state to a very large audience. The museum is a place for people of all ages to come and
enjoy.Marketing will be done through social media, newspapers,radio, television and promotions
on podcasts and youtube channels. Media coverage will be sought out as well as constant social
media posts during Hoosier Nights.

Pre-event surveys will be conducted by offering a survey link in the invite letter. These surveys
will collect data on the type of events the people we serve want to see, and more feedback from
the previous months' hoosier nights.This survey will also collect data on how they feel our
organization is making a difference in their view on Indiana culture.

Post- event surveys will be provided to every participant electronically the morning after the
event is held. The data will be compiled to determine the effectiveness of each event and what
improvements need to be made.

Follow-up surveys will be conducted closer to the end of the fiscal year by randomly selecting a
small number of staff and participants to participate in a focus group.This is done so that we have
a good idea of what works and what does not work moving forward into the new fiscal year.

Key Activities and Outputs:

● 12 free monthly events through the year with 6,000 families participating.
● In-Kind donations of food donated by community partners and donors.
● Marketing and communication done throughout the state to spread awareness of
Heartland Museum.
● Fundraising to cover all expenses not given as in kind donations.
● Events focused on cultural awareness and bringing hoosiers together.
Key Outcomes:

● At the end of each Hoosier Night, 85% of families will feel they are more connected to
the state culturally.
● At the end of each Hoosier Night, 75% of families want to bring their family back to the
museum to spend more time at exhibits and activities.
● In six months after attending Hoosier Night, 50% of families have purchased
memberships to the museum and stay up to date with all events and activities offered.
● After three years of hosting Hoosier Nights, 65% of Hoosiers will be better community
leaders, neighbors and friends and will have a better understanding of why culture is
important.

Inputs Activities
Staff 12 Hoosier Nights for
hoosiers to experience
heartland museum
Provide arts and crafts and
games to attendees that
help explain Indiana
Marketing/Ads culture.
Social Media Presence
Volunteers
Media interviews
Registration
Food and Beverage Stories of volunteers
Indiana cultural history
and ancestor experiences.
Budget Provide cocktails and food
to attendees
Craft and Game Supplies Show movies and videos
that explain Indiana
culture.
Invitations Provide board members an
opportunity to bring in
potential donors and
members
Funding Conduct pre and post event
attendee survey
Logic Model
Outputs Outcomes
Short-Term Intermediate Long-Term
6,000 families Over 6,000 more Our organization will have Hoosiers will be better
participating in cultural educated citizens had enough success with community leaders.
rich activities the event to hold it
multiple times
Rebuild relationships with Increased museum Our organization will have Hoosiers will be better
community leaders memberships a stronger connection neighbors.
within the community in
which we operate
Social Media interaction Our organization earns The community will regain Hoosiers will understand
back partners and donors trust and believe in our why culture is important.
mission
Multiple positive news More potential donors Our organization will have Hoosiers will have more
stories understand the mission of higher turnouts for all compassion towards each
the Heartland Museum. future events. other
Pre and post event Our community knows Our organization will There will be a decrease in
attendee survey data who we are now (after continue to increase the violent hate crimes.
scandal) and what we do number of donors and
community partners
supporting our work
Families strengthen Post-Event survey results A sense of shared Cultures across Indiana
relationship with each help to improve next years responsibility towards will thrive and feel
other and other attendees events keeping Indiana a safe and appreciated.
inclusive place to live will
develop
Rebuild relationships with Hoosiers will develop a
donors who no longer willingness to learn about
trusted our organization. the many cultures in
Indiana
Board Engagement Hoosiers feel more
connected to one another
 Time Study

Position Salary Hours G.A. TIME G.A $$ G.A. HRs. F.R TIME F.R. $$ F.R. HRs. E.P. TIME E.P $$ E.P HRs. N.P. TIME N.P $$ N.P HRs.

Executive Director ($ 80,000.00) 2,080 0.1 ($ 8,000.00) 208 0.5 ($ 40,000.00) 1040 0.2 ($ 16,000.00) 416 0.2 ($ 16,000.00) 416

Director Fund. Dev. ($ 75,000.00) 2,080 0.1 ($ 7,500.00) 208 0.6 ($ 45,000.00) 1248 0.15 ($ 11,250.00) 312 0.15 ($ 11,250.00) 312

Program Director ($ 69,000.00) 2,080 0.1 ($ 6,900.00) 208 0.1 ($ 6,900.00) 208 0.4 ($ 27,600.00) 832 0.4 ($ 27,600.00) 832

Program Manager (#1) ($ 58,000.00) 2,080 0 $0.00 0 0.1 ($ 5,800.00) 208 0.7 ($ 40,600.00) 1456 0.2 ($ 11,600.00) 416

Program Manager (#2) ($ 58,000.00) 2,080 0 $0.00 0 0.1 ($ 5,800.00) 208 0.05 ($ 2,900.00) 104 0.85 ($ 49,300.00) 1768

TOTAL: ($ 340,000.00) 10,400 ($22,400.00) 624 ($ 103,500.00) 2912 ($ 98,350.00) 3120 ($ 115,750.00) 3744

Time Study Factor 0.0600 0.2800 0.3000 0.3600

 Budget

INCOME GEN. ADMN. FUNDRAISING EXISTING PROGRAM NEW PROGRAM TOTAL

Individuals ($ 70,400.00) ($ 410,000.00) ($ 363,705.00) ($ 503,285.00) ($ 1,347,390.00)

Corp. & Foundations ($ 20,040.00) ($ 30,000.00) ($ 52,000.00) ($ 112,200.00) ($ 214,240.00)

Government ($ 21,000.00) ($ - ) ($ 97,000.00) ($ 97,000.00) ($ 215,000.00)

Program Revenues ($ - ) ($ 63,260.00) ($ 200,000.00) ($ 192,060.00) ($ 455,320.00)

In Kind ($ - ) ($ - ) ($ 5,000.00) ($ 15,000.00) ($ 20,000.00)

Interest -

Reserves -

TOTAL ($ 111,440.00) ($ 503,260.00) ($ 717,705.00) ($ 919,545.00) ($ 2,251,950.00)

Time Study Factor 0.0600 0.2800 0.3000 0.3600

EXPENSE

Salary ($ 22,400.00) ($ 103,500.00) ($ 98,350.00) ($ 115,750.00) ($ 340,000.00)

Benefits ($ 6,720.00) ($ 31,050.00) ($ 29,505.00) ($ 34,725.00) ($ 102,000.00)

Rent / Utilities ($ 72,000.00) ($ 336,000.00) ($ 360,000.00) ($ 432,000.00) ($ 1,200,000.00)

Telephone ($ 720.00) ($ 3,360.00) ($ 3,600.00) ($ 4,320.00) ($ 12,000.00)

Postage ($ 250.00) ($ 750.00) ($ 1,000.00) ($ 1,500.00) ($ 3,500.00)

Printing/Design ($ 500.00) ($ 1,000.00) ($ 65,000.00) ($ 95,000.00) ($ 161,500.00)

Supplies ($ 1,100.00) ($ 600.00) ($ 72,000.00) ($ 130,000.00) ($ 203,700.00)

Equipment ($ 3,000.00) ($ 14,000.00) ($ 15,000.00) ($ 18,000.00) ($ 50,000.00)

Maintenance & Repair ($ 450.00) ($ 2,100.00) ($ 2,250.00) ($ 2,700.00) ($ 7,500.00)

Travel and Lodging ($ 1,000.00) ($ 500.00) ($ 1,500.00) ($ 1,750.00) ($ 4,750.00)

Mileage ($ 1,000.00) ($ 500.00) ($ 500.00) ($ 500.00) ($ 2,500.00)

Facility and Food ($ 500.00) ($ 500.00) ($ 20,000.00) ($ 17,500.00) ($ 38,500.00)

Staff Development ($ 1,800.00) ($ 8,400.00) ($ 9,000.00) ($ 10,800.00) ($ 30,000.00)

Program Marketing ($ - ) ($ 1,000.00) ($ 40,000.00) ($ 55,000.00) ($ 96,000.00)

TOTAL ($ 111,440.00) ($ 503,260.00) ($ 717,705.00) ($ 919,545.00) ($ 2,251,950.00)

Admin. Percentage 0.2729634317

Per Unit (2,400) ($ 299.04) ($ 383.14)
 Gift Range Chart: $920,000 Goal

Gift Range $ # of Gifts # of Prospects $ Per Range Total Dollars

$90,000.00 1 5(5:1) $90,000.00 $90,000.00
$70,000.00 1 5(5:1) $70,000.00 $160,000.00
$50,000.00 2 10(5:1) $100,000.00 $260,000.00
$30,000.00 4 20(5:1) $120,000.00 $380,000.00
$15,000.00 6 24(4:1) $90,000.00 $470,000.00
$12,000.00 7 28(4:1) $84,000.00 $554,000.00

(TOP) 21= 3% of donors 60.2% of goal

$10,000.00 10 30(3:1) $100,000.00 $654,000.00
$5,000.00 12 36(3:1) $60,000.00 $714,000.00
$2,500.00 15 45(3:1) $37,500.00 $751,500.00
(MIDDLE) 37=5% of donors 21.5% of goal
$1,000.00 35 70(2:1) $35,000.00 $786,500.00
$750.00 50 100(2:1) $37,500.00 $824,000.00
$500.00 130 260(2:1) $65,000.00 $889,000.00
$100.00 160 320(2:1) $16,000.00 $905,000.00
$50.00 305 610(2:1) $15,000.00 $920,000.00
(BASE) 680=92% of donors 18.3% of goal
Totals 738 1,563
 GIFT ACCEPTANCE POLICY

1) Heartland Museum solicits and accepts philanthropic gifts that are consistent with the
organization’s mission and that support the nonprofit’s programs, services and projects.

2) Donations and other forms of support will generally be accepted from individuals,
foundations, corporations, foundations, government agencies and other entities subject to
the following limitations:

• Food processing companies

• Collen Cashcow
• The Bank Collen Cashcow previously ran
• People that supported the trade sanctions with China
• Business that hurt farming in the state of Indiana
• Business or organization with a history of racism
• Business or organizations associated with vaping or smoking
• Business or organizations that have negatively affected the arts in the state of
Indiana

3) Donations of securities, property or other complex gifts may only be accepted after the
approval of the Heartland Museum’s board of directors.

4) Heartland Museum reserves the right to contemplate the offer of a gift from a company,
product, or person that is not on this list after consultation with our board of directors.
 Heartland Museum

Mr. Bill Stanczykiewicz

301 University Blvd.
Suite 3000
Indianapolis, IN 47160

Dear Bill:

In 1816, a law was passed by the United States Congress making Indiana the 19th state, after
many years as a territory. For hundreds of years Indiana has developed into the state we live in
today. The things we know and love, along with the people who are our neighbors and friends,
make up Indiana’s rich culture.

As a nationally recognized organization, Heartland Museum strives to serve as the center of

knowledge and understanding of Indiana culture through art, exhibits and education for Hoosiers
of all ages. By doing so, we hope to create a state with more love and respect for others.

At Heartland Museum, hundreds of school aged children come through our doors each and
every school year on field trips to experience what we have to offer. They are able to participate
in games, arts and crafts and listen to stories by our wonderful volunteers learning about
Indiana’s culture. Hundreds more Hoosiers of all ages attend Hoosier Nights, where we open the
doors of the museum to anyone and everyone to come and learn at the Heartland Museum.

With the help of our donors we are able to put these strategically planned programs and events
on. We are also able to make Heartland Museum a place everyone can enjoy, no matter their
financial capabilities.

I am inviting you today to join Heartland Museum in our mission to create a center that everyone
can enjoy. By becoming a sponsor, you are making a large difference in the lives of Hoosiers.
You are helping to create more compassionate citizens, and creating better community leaders
and neighbors.

Thank you, Bill, for considering this opportunity to give back. We hope to hear from you very
soon!

Sincerely,

Lamin Conteh
Lamin Conteh
Heartland Museum Executive Director
Thank you for your support