An Overview of a Strategic Plan
for Success & Accountability

Price: Members $20  |  Non-Members $40

E. Jane Gallucci
Principal, Foundation Excellence and Past President of National School Boards Association

Jodi Bender Sweeney
Principal, Foundation Excellence and Former Executive Director, Foundation of Madison, Wisconsin Public Schools

Run-time: 60 minutes

INTRODUCTION:

• The Building Blocks of A Successful Foundation
• The Launch Campaign Annual Resource Development
• The Campaign for Sustainability

EXPLANATION:
A participant will have an overview of what components are needed for a successful & sustainable foundation

EDUCATIONAL OBJECTIVES:
A Participant Will Have:

1. A checklist of all the legal components needed to start a foundation
2. An overview of the Organizational Structure for a successful foundation
3. An overview of how to identify, recruit, & train board members
4. Of how very important imaging and marketing is to a foundation success
5. An overview of examples of foundation successful programming
6. An understanding of the components necessary needed for a successful resource development plan
7. An understanding that a mini campaign using a major gifts approach can be used to launch the foundation
8. An understanding that the annual fundraising is the second stage of the continuum and it is multi dimensional
9. An understanding that the sustainability campaign is used to raise endowment funds and should be developed when the foundation has had success in stages one and two