Annual Giving by v7166R

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									                                                     <School Name>
                                              Development Planning Calendar


         Month                      Project                                  Project Tasks                             Deadline Dates

July                General Annual Fund                    Order letterhead & envelopes, remittance          7/1
                                                             envelopes, etc. for all mailings
                                                            Begin preparation of Annual Report
                                                            Preparation of Alumni Events Calendar             7/1
                                                            Close books on previous year Fundraising          7/15
                                                             Initiative                                        7/15
                                                            Mail summer issue of the Newsletter
                                                            Email summer issue of the e-Newsletter            7/31
                    Newsletter                             Update database profiles and donor
                                                             information (yearly ongoing activity; summer      7/31
                                                             months offer an opportunity to focus on
                    Database Management                     updates)                                          7/31
                                                                                        th   th    th
                                                            Mail Save-the-Date for 10 25 & 50 Class
                                                             Reunions

                    Reunion Challenge                                                                         7/31
August              Fall Appeals                           Draft Alumni Fall Annual Fund Appeal              8/15
                                                            Draft Parent Fall Annual Fund Appeal              8/15
                                                            Recruit Annual Fund Chairs to sign letters, if    8/15
                                                             applicable
                    Thank-a-thon                           Recruit volunteers for Thank-a-Thon               8/30
                                                            Draft script for Thank-a-Thon                     8/30
                    Reunion Challenge                      Actively recruit alumni reunion class agents      8/30
                                                            Update database profiles and donor
                    Database Management                     information                                       8/30
                                                                                    th   th    th
September           Reunion Challenge                      Mail invitations for 10 25 & 50 Class             9/1
                                                             Reunions                                          9/31
                                                            Continue recruiting alumni class agents
                                                            Conduct Thank-a-Thon
                    Thank-a-thon                                                                              9/11 thru 9/14

October             Fall Appeals                           Prepare mailing lists and labels for Parent       10/15
                                                             Annual Fund Appeal
                                                            Prepare mailing lists and labels for Alumni and   10/31
                                                             Friends Annual Appeal, segment reunion years




                                                                                                                                          Revised
                                                                                                                                        9/17/2012
                                                       <School Name>
                                                Development Planning Calendar


          Month                       Project                                 Project Tasks                              Deadline Dates

                                                               for special treatment
                                                                       th    th   th
                                                              Hold 10 25 & 50 Class Reunion Committee
                     Reunion Challenge                        Meeting (Conduct outreach calls to alumni to      3 weeks prior to event
                                                               boost attendance)
                                                              Mail Annual Report

                     General Annual Fund                                                                        10/31
November             General Annual Fund                     Hold Memorial Mass for Alumni                     11/2
                     Fall Appeals                            Mail Parent Annual Fund Appeal                    11/9
                                                              Mail Alumni and Friends Annual Appeal             11/15
                                                                       th  th    th
                                                              Hold 10 25 & 50 Class Reunions
                     Reunion Challenge                                                                          Thanksgiving Weekend

December             General Annual Fund                     Mail Christmas cards to top donors, signed by     12/15
                                                               principal and pastor
                                                              Make personal Holiday “Thank You” calls to top    12/22
                                                               donors
                                                              Prepare and send acknowledgment letters           12/31
                                                               (ongoing)                                         12/31
                     Newsletter                              Prepare content and layout for Winter             12/31
                                                               Newsletter
                                                              Prepare mailing list for Winter Newsletter        12/31
January              Newsletter                              Mail Winter issue of Newsletter                   1/31
                                                              Email Winter issue of eNewsletter                 1/31
                                                              Prepare and send acknowledgment letters           1/31
                                                               (ongoing)


February             General Annual Fund                     Prepare and send acknowledgement letters          2/28
                                                               (ongoing)                                         2/28
                     Spring Appeal                           Draft Spring Sweep Appeal (all donor donors for
                                                               the school/fiscal year)                           2/28
                     Golf Outing                             Design Save-the-date and Invitations for Golf     2/28
                                                               Outing
                                                              Mail Golf honorees contacts sponsorship &
                                                               Journal Ad solicitation




                                                                                                                                            Revised
                                                                                                                                          9/17/2012
                                         <School Name>
                                  Development Planning Calendar


March      Golf Outing                         Continue to solicit sponsors for Golf Outing       3/15
                                                Recruit Committee Members for Golf Outing          3/15
                                                Prepare invitations for Alumni Golf Outing         3/15
                                                Recruit phone-a-thon volunteers                    3/15
                                                Prepare mailing list and labels for the Spring     3/31
                                                 Sweep Appeal
           Phone-a-thon
           Spring Appeal
April      Spring Appeal                       Mail Spring Sweep Appeal (all non-donors)          4/15
                                                Draft script for Phone-a-thon
           Phone-a-thon                        Senior Send Off - Meet with Senior Class to talk   4/15
           General Annual Fund                  to them about a senior gift and the importance     4/30
                                                 of giving                                          4/30
                                                Prepare Journal & Sponsorship materials for
           Golf Outing                          Golf Outing
                                                Hold Golf Committee meeting
                                                                                                    3 weeks prior to event




May        Phone-a-thon                        Conduct Annual Fund Phone-a-thon                   5/6 thru 5/9
           Newsletter                          Prepare content for Summer Newsletter              5/31
                                                Hold Golf Outing                                   5/31
           Golf Outing



June       General Annual Fund                 Identify LYBUNTS and call personally to solicit    6/7
                                                 Annual Fund gifts
           Reunion Challenge                   Prepare Save-the-Dates for next year’s Class       6/30
                                                 Reunions




                                                                                                                               Revised
                                                                                                                             9/17/2012

								
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