Publications & Products
Volume 4, Issue 7

Plan Today for Success Tomorrow

Every community college advancement office needs a cohesive annual fundraising plan, says one foundation director.

Jeffrey Bagel, associate vice president of foundation and alumni relations at Erie Community College in Buffalo, New York, says many of his fundraising colleagues do not have an all-encompassing document to direct their operations.

"If you don't know where you're going, how are you going to know how to get there?" he says. "An annual fundraising plan lays out different components in a program—grants, special events, alumni relations, annual giving, stewardship, database management, etc. It breaks down the different areas of business with challenges, strengths and outcomes. If an organization has a strategic plan, the outcomes should be tied in with that. Also, this plan has to state what you're going to do and the action plan."

Bagel says an annual fundraising plan is especially critical for smaller or short-staffed advancement offices where individuals have multiple tasks and limited time to complete critical projects. He also notes that a comprehensive plan is a great tool to help advancement professionals educate and manage their board and president.

"It puts everyone on the same page," he says. "When they see you have a vision and a plan, they're more apt to support you."

Bagel says that when he first started producing and sharing an annual fundraising plan with his college leadership, he feared he was going to be micromanaged. Instead, he notes that his board and president have offered him more space to do his job and await outcomes at the end of the year.

For more information on annual fundraising plans—including a template that others can adopt for their own institution—attend a CASE webinar hosted by Bagel on Feb. 17, 2015.

This article is from the January 2015 issue of the Community College Advancement News.

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