HomeMy WebLinkAbout87/08/15RANCHO CUCAMONGA COMMUNITY POUNDA710N
RANCHO CUCAMONGA FOUNDATION
DEVELOPMENT WORKSHOP
AUGUST 15, 198T
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A. The Basics
H. Need Por A Plan
C. Need Por Goals, Objectives And Strategies
II. Development Of A Mission Statement
A. To Encourage
B. To Assist In Funding
C. To judge
D. To Coordinate
E.
III. DSscuselon And Development Of Long Range Goals (5-30 Yra.)
A. To Create A Cultural Image For The City
B. To Develop VSsual And Performing Aris Groups/Programs
C. To Develop Arta Facilities
D. To Establish Fublic Art 6uidellnes And Funding
E.
ZV. DSacussion And Development of Intermediate Range Objectives
(1-5 Yre.)
A. Establishment Of Funding Baee
H. Development Of Cooperative Arrangements With
Regional; LOCa! Groups
C. Ident]tication 0! Projects
D. Facilitlea Planning
e.
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y RANCHO CUCAMONGA COMMUNITY FOUNDA?ION
Development Workmhop
Page 2
V. Identify Anil of ~_ _.o~~ ~ ~~,~„
A. Olacussion Of Pending Options And Programs
B. Recommendations Por Activities
C. Special Event Options And Goals
VI. Assignments
A. Board
B. consultant
C. staff
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DEVEIAPMENT WORKSHOP
I. Definition of Development and Advancement Program
II. Planning and Goal Setting
a. Projecting pccgranus
b. Case statements
c. Incecmediate and long-range goals
d. Budgets
_. Types of ca!!~aigns
III. Prospect Identification
a. sources
h. Proiect matching
c. Research
d. Records
e. Evaluations
IV. Prospect Cultivation
a. Personal contact
b. Special events
c. Newsletters and publications
d. Telephone
V. Promotions and Publicity
a. Identifying constituency
b. Choosing media
c. Advertising
d. Print materials
e. Empnasis an ^Case" and volun[eeca
VI. Special Event Fundraising
a. Define purpose
b. Visabili ty vs. cost
c. cultivation benefits
d. Choosing the event
e. Marketing
f. Planning
g. Evaluations
VII. solicitation
a. "The bottom line"
b. Types
c. Aooointments
d. Back-up material
e. Who should ask
f. How to esk
is
Development Workshop
Page 2
VIII. Proposals and Letters of Request
a. When to use
b. Types
c. Format
IX. Follow-Up
a. With donors
b. With prospects
c. Pending proposals
X. Reporting and Records
a. Bookkeeping
b. Accuracy
c. Reports
d. Donor records
e. Computerized Systems
XI. Volunteers
a. When to use
b. Hcw to use
c. Recruiting
d. Training
e. Recognition
f. Volunteers as donors
XIZ. Sources of Gifts
a. The "family"
b. Othar individ•.:als
c. "Affinity Groups"
d. Corporations and business
e. Private foundations
f. Government agencies
9. Research
XIII. Types o£ Gifts
a. Cash
b. Appreciated property
c. In-kind gifts
XIV. Deferred and Planned Gifts
a. Definitions
b. Wills
c. Trusts
d. Marketing
XV. Taxes
a. What you need to know
b. Where to find help
c. Highlights of new tax code
FAIa:Fp CUCAM9N(SA NIMUNITY PJ[MOATICN
MZS3ION
1M mission of tM Rancho Cucamonga Coemunity youedatlon is to develop,
• through inter-utioro with tM caormity, a plan for meeting CM Cultural,
cecraatirnsl end Auewn services needs of CM city: Co identify existing
resources dleeceed to tl+oae needs: to encausge and assist other groups
within the city ar region that ere addressing variow arses of need; to
inwive tM total casnity in aNetirng CM identified needs" and to direct
end/or coordinaG fundraising and "tciendraiaing" efforts in support of
facilities or progrmm dpigMd to meet those needs.
[ANG RANGE OOA1.4
1. To educate tM total unity on the place of cultural peo9reae in
our individual and eoeeamity lives.
i. 1e pco~i.'.c faeit±~i.a for cacryLg out cultural, reereationnl and
self-davelopwit activities.
3. To epaneoc progrw flat enhand tM cultural life o! the couetinity and
to assist othes gtoupe in their efforts.
4. 1b eoordinab efforts of oemunity geoupe in pcagraming" scheduling
and funding of progress to insure msximue effectiveness end to
eliminate duplieaticn.
5. 7b mwge sane peogeaee in tM cultural or Avewities fields,
• especially those with coaa~mity-+ride appeal. high visibility, and the
potential #or exteroiva cultivation of supporters and prospects.
INIER2~IATE OBdPJCPIYg4
1. To complete a ne.ua r.:.:ce!".r•~t end catalogue.
2. To prioritize needs and formulate the funding "cerr" for each project.
3. 1b develop an overall time table (10 yearn) for tM accoapliahewnt of
goals.
4. To determine Landing sources end amounts to be obtained from various
sources.
5. 'fo plan schedule of cultivation events, and the primary purpose of
each Want.
6. To begin building leadership structure end identifying volunteers.
7. Io secure opeatiotul funding foe the FoundaCion end its programs.
e. 7b copplaG prospect identification and walwtian.
9. To compute detailed fundraising plans tar each project or phase of
activity.
•
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THH PLAN POR THB NBXT TPiSLVB MONTHS:
September 1, 1987 - August 31, 1988
August 198T Develop 12-month activity calendar for 9/88 -
8/89.
September 1987 Devsloo aiaeloAe ~^d goals.
October 1987 Develop plan for needs aeaeaement and
catalogue.
Y'GiL`l3aiiun to mire part-tine support eta!!.
Develop "Case Statement"
Complete plena for:
January - Foundation prograa '
Hebrusry - Corporate and Hvsinese Program
March - Me~or Oita prograa
June - Annual Fund program
July - Delerred Ditte prograa
November 1987 Determine long-range leadership structure.
• Daceaber 1487 Begin leadership proapeet research and
evaluation.
Hegin tinsneial prospect research and
evaluation.
February 1988 Form developaent, special event,
cultSvetione, and other sub-committeeo.
Plan lirat year's cultSvatien eveais.
Investigate non-traditional tundreiainq
sources (lesae-backs, licensing, service
egreemente, etc.).
March 1988 Determine donor acknoNledgesent procedure.
Investigate Ouild progrema and feasibility.
Apri? 1988 Conduct board, volunteer and eta!! Norbhope
for Tundra Seinp Sndoctrinstions.
Develop publicity end public relations plan
and put it into effect.
May 1988 Aequira full limo •tat! support
S (Administrative Aida).
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