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Increase Revenue as a Tool to Better Serve Our Community
Board Member Owner: Jeff Lewis & Micah Tokuda
Strategy Owner: Kim

Goals:

Ensure diversification of revenue streams to guarantee sustainability and increase funds for grantmaking
Objectives
Weighting
Priority
Tactics
Comments
Status
Schedule
Develop a new value proposition for workplace campaigns
15%
A
Explore working with companies to move workplace campaigns from designated giving to unrestricted
  1. In absence of no-designations, redirect to Family Assistance Program or Dream Fund
  2. Create better case docs about internal programs
  3. Create value proposition for overall agency role.
  4. Increase high-value / high visibility stakeholders role in telling story of value that UW brings to the community overall. Not simply as a pass through
Not Started
N/A
A
Increase unrestricted vs restricted giving ratio
  1. Stakeholder meetings to talk about what are values and how they align with our work.
  2. Tours of internal programs with QA with programs and clients
  3. Volunteer opportunities directly connected with our programs
  4. Major Gifts Program
Not Started
On Hold
Develop strategies for identifying multiple revenue and fundraising opportunities
15%
A
Start regional advisory committee
Staff work to ID targets ongoing. Goal to convene Q3 FY2022
In-progress
Behind Schedule
Create and evaluate new fundraising focus and plan
Based on finding of stakeholder meetings, and input from RAC- new fundraising plan will be inclusive of diversified revenue streams and not solely focused on workplace and events.
Not Started
On Hold
Enhance individual charitable giving to increase revenue and commitment of the community
Objectives
Weighting
Priority
Tactics
Comments
Status
Schedule
Over the next 5 years, increase donor pool
15%
B
Engage board to make introductions to new supporter
Giving a list of high value targets to board members
In-progress
On Track
Increase donor retention
15%
B
Increase stewardship and cultivation efforts
Reengage prior board members in an advocacy and giving group - led by John Lapke and Larry Rubio, including Dusty Williams
In-progress
On Track
Develop strategies to retain current and lapsed donors
Intentional outreach and focus on the individual versus corporate partners. Follow up with individuals and stewardship of individuals
In-progress
On Hold - Dependency to Stakeholder Meetings
Improve communications with stakeholders and funders
Objectives
Weighting
Priority
Tactics
Comments
Status
Schedule
Stakeholder meetings (HTH Model)
10%
A
Community Forums lead by former board members
Not Started
On Hold
Theory of Change and Logic Model
10%
A
Add Theory of Change and Logic Model to website
Done - 9/29/2022
Complete
On Track
Make sure theory of change is shared with funders and board
To be included on future funding requests
Complete
On Track
Maintain Top 3 United Way in Revenue
Objectives
Weighting
Priority
Tactics
Comments
Status
Schedule
5%
A
Complete
On Track
Create an advancement services department to track and utilize data on funders and donors
Objectives
Weighting
Priority
Tactics
Comments
Status
Schedule
Identify transition to new CRM and Finance Software
7.5%
A
Migrate from Andar to a new CRM system with donor development as the core function
Signed with Virtuous on 9/30/22
In-Progress
On Track
Create fundraising calendar of activities
7.5%
B
Monthly and quarterly calendar of events including advocacy, workplace, and fundraising events.
Ongoing - to be published on the website
In-Progress
On Track