We are nearing the end of the calendar year and by now you should be well on your way to achieving your advancement objectives for this school year. A few benchmarks for you to consider: By now -
- You should have mailed two annual fund solicitation letters and should be receiving responses.
- You should be finishing up your top annual fund prospect personal solicitation calls.
- You should have conducted your first major special event of the school year.
- You should be preparing for your third annual fund mailing.
- You should have conducted at least eight major gift solicitation calls (in addition to the annual fund personal solicitation calls).
- You should have had at least four major gift cultivation meetings.
- You should have involved your Principal/President in key solicitation and cultivation meetings.
These are just some suggested guidelines for you to consider.
In the second half of the school year, it will be important for you to build on the momentum you created in the first half. Make sure you have your annual fund plan set and that you have your top major gift prospect list established. If you are doing another special event, be certain to involve volunteers so that you don’t get bogged down with it.
Most important, have your implementation plan clearly articulated so that when you return from the holidays, you can ‘hit the ground running’. Good luck!
