WE CAN TOGETHER Advancement & Donor Relations Guiding Principle - PowerPoint PPT Presentation

WE CAN TOGETHER

Advancement & Donor Relations Guiding Principle Strong Membership + Strong Foundation FND + Strong PAC NCMS = Exponentially More Effective NCMS

2019 Annual Campaign Goals NCMS Foundation Sustainers Campaign (individuals) $150,000 94% NCMS PAC ( individuals ) $200,000 323% Caduceus Society Membership ( corporations ) $250,000 146% Additional political fundraising $???

2019 Annual Campaigns Prospects Needed NCMS Foundation Sustainers Campaign (individuals) 1405 1111% NCMS PAC ( individuals ) 1320 296% Caduceus Society Membership ( corporations ) 168 236% Additional political fundraising ???

Using Data: Our Donors

Using Data: Growth Potential

What Will It Take? “100% of Goal!” - Happy Board Members “Organized, Professional, Consistent!” -Belinda + staff & volunteers $ 200K+ & “Increased Income = 1000s of Increased Impact!” -Program Staff Donors “Keep those $$$ coming!” - Bob $50K & 100s “THE MACHINE” of Donors

“The Machine” Monthly solicitation of each group for PAC and Foundation LYBNT SYBNT Last Year But Not This Some Year But Not This PROSPECT GROWTH Women Students One characteristic Diverse race/ethnicity …. GAVE LAST YEAR! Male Male data not currently tracked Married Married N/A Recently Joined NCMS: FND within last 2 yrs; Joined NCMS in the 80s Joined NCMS in the 80s & 90s PAC within last 5 yrs UNC Grad UNC Grad Duke, ECU, Wake Forest, Campbell Grads FND 60-70 years old; 60 - 70 years old PAC 50-60 years old 30-40 years old FND particularly, Primary Care Specialist or Primary Care Specialist

“The Machine” Eight Letters Monthly – Four for PAC & Four for FND: 1. Snail Mail; Dues Invoice or Email (depending on target audience) 2. Email Follow Up #1 (using exist communications tied to theme of letters) 3. Email Follow Up #2 (using exist communications tied to theme of letters) 4. Staff and/or Volunteer Phone Call 5. Thanking & Stewardship

Major Gifts & Caduceus Society Memberships Individual & Corporate Major Gifts - Identify 200+ Individuals who feel a connection with NCMS and/or the profession of medicine and engage with them regularly to secure a $1K+ gift. Assign a Relationship Lead Caduceus Society Membership- new way for corporations to interact with NCMSF, Thanking & Stewardship Thanking & Stewardship NCMS and members • Goal - develop and foster longer-term, meaningful relationships with corporations • Join members while they learn and network directly with them • Leadership Council - Highest level of giving. A group of selected corporations and members who meet twice a year to learn from each other to improve health for NC • Assign a Relationship Lead

What is a Relationship Lead ? A board member, other volunteer or staff member who has intentional interactions with potential or current donors to grow their love for the NCMS Foundation, PAC and NCMS.

TOGETHER WE CAN PARTNER FOR PERSONAL AND PROFESSIONAL GROWTH