Development Committee Meeting AGENDA May 1, 2020 8:30 am ...€¦ · 01/05/2020  · FBST Development Committee January 31, 2020 FOOD BANK OF THE SOUTHERN TIER Development Committee

**Please contact Lynn Dates (607-796-6061 or [email protected]) if you plan to call in to the meeting**

Development Committee Meeting AGENDA May 1, 2020

8:30 am – 10:00 am

TOPIC FACILITATOR ACTION TIME 1. Welcome and Call to Order John Bayne 2

2. Opening Prayer Alison Wolfe 2

3. Approval of January 31, 2020 minutes John Bayne Approve 3

4. Tour de Keuka virtual pivot Katherine Strawser Presentation & Discussion 10

5. YTD fundraising & future outlook Meghan Parsons Presentation & Discussion 35

6. Data entry support Meghan Parsons Presentation & Discussion 15

7. New committee member recruitment John Bayne Discussion 5

8. 1/31/2020 meeting action items review & member report out John Bayne Discussion 15

9. Next meeting dates John Bayne 2

• 7/17/20 • 10/30/20

10. Adjourn John Bayne 1

mailto:[email protected]

FBST Development Committee January 31, 2020

FOOD BANK OF THE SOUTHERN TIER

Development Committee Meeting

January 31, 2020 8:30 am - 10:00 am

Member In Attendance Unable to Attend

John Bayne (Chair) X

John Alexander X (Zoom)

Peter Newman X (Zoom)

Rebecca Sexton X

Dave Radin X

Joe Thomas X

Alison Wolfe X

Julie Monahan X

Anis Fadul X

Ex-Officio

Natasha Thompson X

Staff

Meghan Parsons X

Lynn Dates X

1. Welcome and Call to Order John Bayne called the meeting to order at 8:30 am.

2. Opening Prayer Julie Monahan led the opening prayer.

3. Approval of October 25, 2019 Minutes Julie Monahan made a motion to approve the October 25, 2019 minutes.

Joe Thomas seconded. All were in favor. None opposed.

4. Review (& update if necessary) 2017 tracking calendar Natasha updated the group with news that Brigid Allinger and Jessica Renner will no longer be a part of the

Development Committee, Jessica is now Board Secretary, and Joe Thomas is the new Board Chair and will

attend every so often. Natasha reviewed the Committee’s tracking calendar, and all agreed to add “Member

Report Out” to the meeting agenda going forward and add Development Committee self-assessment to the

tracking calendar once a year. John Bayne suggested using Survey Monkey to check the pulse of the

Committee by issuing 3 or 4 questions a process which would be managed by one Committee member

volunteer.

5. 2019 fundraising results

Meghan reviewed the Development & Community Engagement Dashboard 2019 results which covered annual

fund revenue, Board giving, giving by method highlights, and volunteer program highlights.

6. 2020 Development & Community Engagement strategy and how board members can help - The group

discussed the results, noting all the positive efforts behind the successes and discussing additional actions that

the Committee might take to proactively ensure growth in 2020.

7. 40th Anniversary (2021) campaign/celebration brainstorm – The Committee discussed ideas for a 40th

Anniversary Celebration: WSKG documentary covering the history of food banking in general and Food Bank

of the Southern Tier specifically, with public screenings; Refresh strategic plan reach out to community to

create an inclusive plan; Create a bequest plan/fund; “We’ve been at it for 40 years…and it ain’t over” a

FBST Development Committee January 31, 2020

campaign featuring success stories of today to dispel myths about hunger; A logo that ties into everything and

back to 40 years; Help us get to the next 40; Campaign initiative 40 matches with 40 major donors; JD Iles

program looking for long-term community business to highlight on television program. Julie Monahan will

share contact information with Natasha; Danica Patrick as spokesperson.

8. 10/25/19 meeting action items review & member report out – The group reported on action items from the

last meeting.

9. Next meeting dates

• 5/1/2020 • 7/17/2020 • 10/30/2020

10. Adjourn

The meeting adjourned at 10:03 am.

Minutes respectfully submitted by,

Lynn Dates

Executive Assistant to

Natasha R. Thompson

President & CEO

Action Items Responsible Due Date

Update Committee tracking calendar Meghan Parsons May 1, 2020

Share JD Iles contact information with Natasha Julie Monahan May 1, 2020

Katherine StrawserCommunity Engagement [email protected]

A regional agency of Catholic Charities and a member of Feeding America

TDK GOES VIRTUALRegistration Process: Registration Open Date Goal – Wednesday, April 1st @ 4:00 PM- Participants will register through the Tour de Keuka webpage www.tourdekeuka.com- The registration donation is $30 for adults 18 and older, $15 for youth 5-17, $0 for 5 and under

Fundraising Levels- Fundraising Donation Levels:

- $150 minimum fundraising goal for adults 18 and older - $60 minimum fundraising goal for children 5-17 years old- $0 minimum fundraising goal for children 5 and under

- Fundraising SWAG Levels:- $350 = TDK Jersey- $150 = TDK T-Shirt- Participants will peer to peer fundraise and use the Everydayhero Tour de Keuka 2020 page.- Participants will order their TDK SWAG through the TDK JAKROO online store. Items will be mailed to participants. - Once participants meet the fundraising goal, a customer coupon code will be emailed to that participant to order their SWAG.

http://www.tourdekeuka.com/

Virtual Event Logistics:Route Options- Originally the TDK committee and Internal team decided to only have two routes this year (45-Mile and 60-Mile). - After making the decision to pivot TDK to a virtual event Katherine is suggesting there be multiple mile options.

- Suggested miles: 10, 25, 50, 75, 100, 150, 200, 300, 400, 500, 600

Virtual- Emails will be sent out to 2018 and 2019 participants letting them know that we’ve pivoted TDK to a virtual event this year due to

COVID-19

- Social Media:- Facebook Event Page- Live Videos- Facebook Profile Photo Frame

Post Event- Participants will email the number of miles they completed - Finisher Medals to be mailed to participants- Virtual Party or Volunteer activity at the Food Bank with a tour

HOW YOU CAN HELP:Register:- Help support this event by registering today!

Like and Share:- Follow the event on Facebook @tourdekeuka- Ask your family, friends, and coworkers to register and or donate today!

2019 Tour de Keuka Overview

2019 2018

Registered Cyclists 234 240

Women and Men 76 W 140 M 83 W 155 M

Volunteers 77 60

Teams 19 28

Income $109,431.95 $105,393.74

Expenses *Not including Administration time $12,796.06 $13,713.28

P/L $96,635.89 $91,680.46

Meals Raised *After Expenses 289,907 275,041

Budget Review

2019 Budget

Registrations $7,570.44 (234 Registrations)

Donations $88,561.51

Sponsorships $13,300 (9 Financial Sponsors)

Expenses $12,796.06 (Actual)

P/L $96,635.89

2020 Budget

Registrations $8,450 (250 Registrations)

Donations $66,000

Sponsorships $24,050 (17 Financial Sponsors)

Expenses $14,000

P/L $81,300

Development and Community Engagement Dashboard

YTD 4/30/2020 Development Committee Meeting

May 1, 2020

A regional agency of Catholic Charities and a member of Feeding America

2

COVID-19 Response Workload

Development & Community Engagement Team members worked their tailfeathers off!

• Teams & Zoom meetings galore – kids, dogs, cats, partners and even goats make appearances!

• Receive information, check source, repeat…• A year of revenue processed in 7 weeks• So many grant applications• Bike rides gone virtual• Media calls every day• Donors answer their phones• Town Halls with NRT• Fixing the food finder• Down two team members in April• Incredible generosity, support and love on all levels from every direction

3

Total Revenue – Annual Fund

2020$2,866,097 – revenue8,866 – # of gifts$3,059,950 – budget goal$255,898 / 7% – short of 2020 budget goal

Compared to 2019$2,964,042 – revenue entire year5,277 – # of gifts Jan.-Apr.$1,158,245 – revenue Q48,192 – # of gifts Q4

4

Giving by Method* 2020 Actual

*Giving by Method definitions in appendix

All Other Private Support

4%Cause

Marketing14%

Direct Mail11%

Grants30%

Online Giving15%

Personal Solicitation

3%

Special Event

1%

Whitemail22%

5

Giving by Method* 2020

*Giving by Method definitions in appendix

$112,894

$383,989

$334,443

$504,396

$311,870

$24,833

$439,346

$81,555

$14,086

$658,684

$- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000

All Other Private Support

Cause Marketing

Direct Mail

Grant Corporations

Grant Foundations

Grant Other

Online Giving

Personal Solicitation

Special Event

Whitemail

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Giving by Method Highlights

Whitemail – 861 gifts • Wegmans Food Markets, Inc. - $247,130 • Major donor - $50,000• Donor-directed fund through Community Foundation of Tompkins

County - $50,000.00 (addt. $50K on the way)• Brooks Family Foundation - $20,000• Morgan Stanley Global Impact Funding Trust, Anonymous - $10,000

Special Event – 71 gifts• Tour de Keuka is now virtual• Empty Bowls events are postponed

Personal Solicitation – 54 gifts• Anonymous - $32,000• David & Susan Morse - $10,000• Victoria Nuzzo - $10,000• Visions Federal Credit Union - $6,000 (Mobile Ad for Good)• Morgan Stanley Global Impact Funding Trust, Elizabeth A. Mannix, Mary

Pat Dolan, Nancy Miller, James B. Flaws - $5,000 each

7

Giving by Method Highlights

Online Giving – 2,587 gifts• Flatten the curve, spring for meals campaign• Mary Jo J. Yunis, • John & Christine Sharkey, William A. Sheehy, Peter Bloom, Nielsen Hardware,

Kenneth Eneboe, Millennium Pipeline Company, LLC, Frederick Van Sickle -$5,000 each

Grants – 23 gifts• Feeding America/Bezos - $424,396 • Mother Cabrini Health Foundation - $125,000• UNITY - $50,000 • NYSEG - $50,000 • Share Our Strength - $40,000• Feeding America - $38,370• Park Foundation Inc. - $30,000 • Cargill, Inc. - $20,000 (addt. $70K on the way)• Community Foundation for South Central New York - $15,000• Community Foundation of Elmira-Corning and the Finger Lakes - $10,000

8

Giving by Method Highlights

Direct Mail – 4,220 gifts• Mother’s Day Matching Challenge went out in April with COVID-19 P.S.

Cause Marketing – 112• Cheers for Change 2019/20 - $15,516• Check Out Hunger 2020 - $279,757• Wegmans Food Markets, Inc. - $252,626 (Check Out Hunger) • Feeding America - $36,606 • Wegmans Food Markets, Inc. - $26,889 (paper bags)• Tops Friendly Markets, LLC - $15,086 (Check Out Hunger)

All Other Private Support – 946 gifts• Garden Homes Fund - $15,000.00 • Corning Incorporated Foundation - $10,890• Elmira-Corning Regional Association of REALTORS, Inc. - $10,370• Beth David Synagogue - $5,403• United Way of Tompkins County - $5,210

9

Major Donor Program HighlightsJan- Apr 2019

Donors who had given: 22Total amount of gifts: $25,850

Jan-Apr 2020

Donors who have given: 40Total amount of Gifts: $157,610

Donors whose gift had no change: 8 Donors whose gift was the same

amount but given early : 11 Donors whose gift had increased from

same time last year: 4 Donors who increased the amount of

their gift and gave early: 5 Donors who gave an additional gift on

top of yearly gift: 6 Re-engaged Donors - did not make a

gift in prior year(s): 6

OPPORTUNITIES

• 83 built for CTFH Asks-o 8 funded

5 gave above target ask amount

ACTIONS

• 666 Completedo Stewardship- 418

Phone calls, emails, letters & handwritten cards

o Qualification- 160 Requests for meetings/phone calls to

determine interesto Research- 44

Internet searches, phone callso Visits- 27

In person and meaningful phone callso Solicitations- 17

PROSPECT STATUS

• 104 Prospectso 15 moved into CULTIVATIONo 83 in QUALIFICATIONo 6 recommended for REMOVALo 2 recommended to be moved into the pipeline

10

Volunteer Program Highlights

• Volunteer program was suspended on March 18

• Volunteer Coordinator personal leave on April 3

• Using VolunteerHub to manage volunteers at community food distributions & food hubs

Communications

Established COVID lightbox & blog and reworked food finder on website

Facebook became main mode of communication with the public

Communications Manager’s last day was on April 3; replacement accepted position on April 20

Find Food campaign launched across region on April 25

Media interviews and coverage nearly daily

Client Demand - Food Finder

Unique clicks on “Find Food” increased nearly 165% in March compared to last month.

Where do we go from here?

13

Appendix

14

15

CATEGORY / GIFT SUBTYPE DEFINITION EXAMPLES OF APPEALS WITHIN CATEGORY

Cause Marketing

Cause Marketing: Any monies received directly from cause marketing campaigns. A Cause Marketing program is consumer-facing. If the program is marketed to customers or customers are asked to take action, whether it be a donation, purchase or other, it is a Cause Marketing campaign (e.g. Check-Out- Hunger, Macy’s, Pampered Chef, Campbell’s Soup, and others).

Check Out HungerCheers for ChangeFill the BusGeneral Cause Marketing

Special Events

Special Events: Gross revenues from planned Food Bank special events, including events hosted by your organization and third-party events benefitting your organization. Include corporate sponsorships of specific events. Do not include food and funds drives. Please include revenue from food and funds drives in “All other Private Support.”

Tour de KeukaSelfless ElfEmpty BowlsCanstruction

Direct MailAppeal categories divided by: - Direct Mail Acquisition - Direct Mail Cultivation - Direct Mail Saturation

Direct Mail: Revenues from all direct mail sources, both national and local. Do NOT include web revenue or email direct marketing. These should be included in Online Giving. This category does include renewal gifts (cultivation) and acquisition mailings. Include corporate gifts made in response to a direct mail appeal. Do NOT include unsolicited gifts or whitemail.

All Direct Mail Appeals Harvester NewslettersCircle to Feed Hope Annual AppealCircle to Feed Hope Spring Lapsed AppealThank You Letter Envelopes

Realized Deferred Gifts and Bequests (Planned Giving)

Realized Deferred Gifts and Bequests (Planned Giving): The most common form of planned giving, a bequest is made through a will or living trust. Please only report actual revenue received in your most recent fiscal year from bequests. Bequests

Online Giving (including e-mail and other web revenue)

Online Giving (including e-mail and other web revenue): All revenue from online giving, including responses to e-mail appeals and direct mail appeals that result in gifts made directly through your website, and all other gifts made through your website.

Online GiftsTurkey DriveGiving is Gorges

Personal Solicitation

Personal Solicitation: All gifts from individuals that were received as a result of a personal, one-on-one solicitation, for example in person, over the phone, etc. Include gifts from corporations, foundations, or organizations that were received as a result of a personal, one-on-one solicitation if they cannot be counted in any of the other categories. If a corporation was approached by your team for a truck sponsorship, that would be personal solicitation. If they spontaneously reach out on their own with a check to sponsor Hunger Action Month t-shirts, that might be Whitemail, etc.

CTFH Follow Up Other Sponsorships (non-event related)

Grant - CorporationsGrant Applications - Corporations: All revenue received as a result of a grant application to corporations (or corporate foundations). Do NOT include gifts from corporations that were not a result of your Food Bank submitting an application for the grant.

Grant - FoundationsGrant Applications - Foundations: All revenue received as a result of a grant application to foundations (or family foundations). Do NOT include gifts from foundations that were not a result of your Food Bank submitting an application for the grant.

Grant - Other

Grant Applications – Other (non-government): All revenue received as a result of a grant application to other organizations that are NOT corporations, foundations, or government. These aren’t extremely common, but this is designated primarily for other grant-making nonprofits – say, a local church or Rotary club that collects applications for an annual grant. Do NOT include gifts from other organizations that were not a result of your Food Bank submitting an application for the grant.

Whitemail

Whitemail: Correspondence received from donors in their own envelope rather than in an envelope provided by the marketer. Typically these are unsolicited gifts from individuals without direct relation to any direct marketing campaign or other solicitation method. If sponsors spontaneously reach out on their own with a check to sponsor Hunger Action Month t-shirts, that might be Whitemail.

All Other Private Support

All Other Private Support (Does not fit into one of the above categories. Includes United Way, other social and religious organization giving, and employee giving campaigns): All revenue from private sources (non-government) that are not included in any of the categories above. This may also include revenue received from private sources as a direct result of a hurricane, flood, tornado, or other disaster. However, DO NOT include disaster revenue received as part of a direct mail campaign. Please include that in Direct Mail or Online Giving, as appropriate). This Includes Food & Fund Drive funds.

Food & Fund DrivesWorkplace CampaignEmployer Matching GiftsDollars for DoersVolunteers and Speaking EngagementsOld Recurring Gift - Monthly / Quarterly**

Giving by Method Definitions

Appeal Categories-Gift Subtypes

APPEAL CATEGORY DEFINED

CATEGORY / GIFT SUBTYPEDEFINITIONEXAMPLES OF APPEALS WITHIN CATEGORYNOTES/EXCEPTIONS

Cause MarketingCause Marketing: Any monies received directly from cause marketing campaigns. A Cause Marketing program is consumer-facing. If the program is marketed to customers or customers are asked to take action, whether it be a donation, purchase or other, it is a Cause Marketing campaign (e.g. Check-Out- Hunger, Macy’s, Pampered Chef, Campbell’s Soup, and others). Check Out HungerCheers for ChangeFill the BusGeneral Cause Marketing

Special EventsSpecial Events: Gross revenues from planned Food Bank special events, including events hosted by your organization and third-party events benefitting your organization. Include corporate sponsorships of specific events. Do not include food and funds drives. Please include revenue from food and funds drives in “All other Private Support.”Tour de KeukaSelfless ElfEmpty BowlsCanstruction

Direct MailAppeal categories divided by: - Direct Mail Acquisition - Direct Mail Cultivation - Direct Mail SaturationDirect Mail: Revenues from all direct mail sources, both national and local. Do NOT include web revenue or email direct marketing. These should be included in Online Giving. This category does include renewal gifts (cultivation) and acquisition mailings. Include corporate gifts made in response to a direct mail appeal. Do NOT include unsolicited gifts or whitemail.All Direct Mail Appeals Harvester NewslettersCircle to Feed Hope Annual AppealCircle to Feed Hope Spring Lapsed AppealThank You Letter Envelopes

Realized Deferred Gifts and Bequests (Planned Giving)Realized Deferred Gifts and Bequests (Planned Giving): The most common form of planned giving, a bequest is made through a will or living trust. Please only report actual revenue received in your most recent fiscal year from bequests. Bequests

Online Giving (including e-mail and other web revenue)Online Giving (including e-mail and other web revenue): All revenue from online giving, including responses to e-mail appeals and direct mail appeals that result in gifts made directly through your website, and all other gifts made through your website.Online GiftsTurkey DriveGiving is Gorges

Personal SolicitationPersonal Solicitation: All gifts from individuals that were received as a result of a personal, one-on-one solicitation, for example in person, over the phone, etc. Include gifts from corporations, foundations, or organizations that were received as a result of a personal, one-on-one solicitation if they cannot be counted in any of the other categories. If a corporation was approached by your team for a truck sponsorship, that would be personal solicitation. If they spontaneously reach out on their own with a check to sponsor Hunger Action Month t-shirts, that might be Whitemail, etc.CTFH Follow Up Other Sponsorships (non-event related)

Grant - CorporationsGrant Applications - Corporations: All revenue received as a result of a grant application to corporations (or corporate foundations). Do NOT include gifts from corporations that were not a result of your Food Bank submitting an application for the grant.

Grant - FoundationsGrant Applications - Foundations: All revenue received as a result of a grant application to foundations (or family foundations). Do NOT include gifts from foundations that were not a result of your Food Bank submitting an application for the grant.

Grant - OtherGrant Applications – Other (non-government): All revenue received as a result of a grant application to other organizations that are NOT corporations, foundations, or government. These aren’t extremely common, but this is designated primarily for other grant-making nonprofits – say, a local church or Rotary club that collects applications for an annual grant. Do NOT include gifts from other organizations that were not a result of your Food Bank submitting an application for the grant.

WhitemailWhitemail: Correspondence received from donors in their own envelope rather than in an envelope provided by the marketer. Typically these are unsolicited gifts from individuals without direct relation to any direct marketing campaign or other solicitation method. If sponsors spontaneously reach out on their own with a check to sponsor Hunger Action Month t-shirts, that might be Whitemail.

All Other Private SupportAll Other Private Support (Does not fit into one of the above categories. Includes United Way, other social and religious organization giving, and employee giving campaigns): All revenue from private sources (non-government) that are not included in any of the categories above. This may also include revenue received from private sources as a direct result of a hurricane, flood, tornado, or other disaster. However, DO NOT include disaster revenue received as part of a direct mail campaign. Please include that in Direct Mail or Online Giving, as appropriate). This Includes Food & Fund Drive funds.Food & Fund DrivesWorkplace CampaignEmployer Matching GiftsDollars for DoersVolunteers and Speaking EngagementsOld Recurring Gift - Monthly / Quarterly**

** How to treat Recurring Gifts: NAR does instruct food banks to code each monthly donation in the way that donor signed up to be a monthly donor. So if they were personally solicited and then signed up, it would be personal solicitation. If they signed up via a direct mail piece, then Direct Mail, etc. Again, there’s no perfect solution here, but that’s the way that you can most closely align your coding to network benchmarks.

Constituent Codes

PRIMARY Contituent Codes

PRIMARY CODESDEFINITIONSNOTES/EXCEPTIONS

IndividualElected OfficialEmployeeIndividuals: Include gifts from individuals, whether the gifts were solicited or unsolicited. Include gifts from individuals received from direct mail campaigns, online giving, whitemail, planned giving (i.e. bequests), employee-giving campaigns, employee matching contributions, donor-advised funds, Combined Federal Campaigns, and State Charitable Campaigns.include Revocable and Living Trusts

Business/CorporationBusiness/Corp Matching GiftCorporate Foundation Corporations and Businesses (including Corporate Foundations): Any grants or monies received directly from corporations, including corporate foundation gifts, banks, technology companies, etc. Include corporate matching contributions and corporate cash gifts toward food and funds drives. Include private corporations owned by individuals and families. Include corporate direct mail gifts and corporate sponsorship of specific special events. Do NOT include employee giving campaigns (please put that revenue in the Individuals category) and employee matching contributions (please put this revenue in the Individuals category).donor advised funds/pass throughs like Schwab, Vanguard, Fidelity are Individuals

FoundationsFoundations (including Family Foundations): Any grants or monies received directly from private foundations, such as the Feinstein challenge, Kresge Foundation, and ConAgra Food Foundation.includes community foundations

OrganizationsSchoolChurchOrganizations: Any grants and monies received from all other organizations not captured above, including churches, Rotary Clubs, Kiwanis Clubs, United Way, Catholic Charities, American Red Cross, St. Vincent de Paul, and other social/religious organizations.Churches, Schools, United Way

SECONDARY CODES

Board Member Former

Board Member Current

Volunteerhub

Partner Agency

Government

Sheet3

FUNDS CATEGORIES

CATEGORYDEFINITIONFUNDS WITHIN CATEGORY

UnrestrictedUnrestricted: Gifts with no restriction that can be used for any purpose within the organization. Generally, a high percentage of a food bank’s gifts are unrestricted

Restricted – ProgramsRestricted – Programs: Gifts that are restricted to programs like senior nutrition programs, mobile pantries, cooking classes, etc.

Restricted – EndowmentRestricted – Endowment: Gifts that are restricted to an endowment for the Food Bank

Restricted – CapitalRestricted – Capital: Gifts that are restricted for a specific capital purchase like a truck or freezer. This category is usually for one-off purchases and is not to be confused with the capital campaign category.

Capital CampaignCapital Campaign: Gifts that are made specifically to the capital campaign.

May12020DevComAgendaFINALDevelopment Committee Meeting AGENDA

January 2020 Dev Comm Min DRAFT LEDTDK Dev Com 05012020 (003)Slide Number 1TDK GOES VIRTUALVirtual Event Logistics:HOW YOU CAN HELP:2019 Tour de Keuka OverviewBudget Review

DevelopmentCommitteeDashboardMay2020� Development and �Community Engagement Dashboard�YTD 4/30/2020 ��Development Committee Meeting�May 1, 2020��Slide Number 2Slide Number 3Slide Number 4Slide Number 5Slide Number 6Slide Number 7Slide Number 8Slide Number 9Slide Number 10Slide Number 11 Client Demand - Food FinderSlide Number 13AppendixSlide Number 15