Strategic Plan Principles Briefing to EC October 8, 2011

Greg Harbaugh

President & CEO

Sigma Chi Foundation

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Strategic Plan PrinciplesStrategic Plan Principles

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I. Alignment between the Fraternity and Foundation: A. Reach agreement of unequivocal support of all funded leadership programs B. Reach agreement on Life Loyal program - Transition Life Loyal to program of lifetime giving C. Integrate recognition/appreciation for Foundation/donors in all promotional material

II. Communications: A. The Foundation brand needs to be updated: We are serving every Sigma Chi; We are your Foundation, helping your chapter

B. Integrate the message of the Foundation into The Magazine

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III. Annual Fund:A. Establish lifetime of giving as expectation from initiation forward (1855 Society) B. Expand one on one outreach to smaller gift (tier 3 & 4) donors (White Cross Trust Officer)

C. Assess scalability of annual fund efforts to expand donor base, element by element, and fund expansions according to best cost/benefit D. Embrace and expand volunteer advocacy

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IV. Major Gift: A. Expand Bell Chapter initiative as broadly as possible

B. Aggressively cultivate deferred gift commitments

C. Expand Major Gift Officer impact when feasible

V. Board: A. Provide expanded opportunities for board to influence local prospects (visits/luncheons)

B. Expand board membership

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Strategic Plan Principles

VI. Alumni engagement: A. Identify opportunities for Foundation to support alumni

B. Consult regularly with interested alumni

VII. Chapters A. Reach alumni through their point of greatest affection - the chapter house

B. Expand Foundation services to support chapter-specific projects

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VIII. Scholarship: A. Expand donor-recipient relationship (Donor/Scholar scholarship program) B. Continue to grow scholarships both in number and category

IX. Miscellaneous/Merchandise: A. Investigate potential for Foundation to benefit from business partnerships

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Goals (vs. 2011-12 baseline)Goals (vs. 2011-12 baseline)

2015-16 Substantial increase in both new and net revenue 5000 new donors 75 funded Bell Chapters 10,000 ‘lost’ alumni added Significant increase in irrevocable bequests