Strategy A - Grow the assets, strategically and responsibly, to achieve sufficient scale to meet the mission

Goal A. Increase emphasis on securing sufficient operating revenue to meet the mission

Method 1. Build the administrative endowment

  • Action 1: Conduct a campaign for the administrative endowment, seeking both current and planned gifts. -Completed

Method 2. Increase annual contributions for operational gifts

  • Action 1: Encourage WCCF Trustees to cultivate a limited number of prospects for this annual solicitation. -In Progress

Method 3. Increase cultivation of professional advisors to identify prospects for major gifts and planned gifts

  • Action 1: Ensure that the Planning Matters eNewsletter for professional advisors is published quarterly. -In Progress
  • Action 2: Include a professional advisor profile in our semi-annual Legacy newsletter. -In Progress

Method 4. Secure an endowment for the Brownlee House

  • Action 1: Conduct a capital campaign to build the house endowment, seeking both current and planned gifts. -In Progress

Goal B. Maintain emphasis on securing permanent grant-making assets to address the community’s long-term needs

Method 1. Increase cultivation of major donors

  • Action 1: Send a direct mail piece and e-blast to professional advisors regarding IRA charitable transfers as tax-wise giving tools for their clients. -Continual
  • Action 2: Identify existing and prospective donors 70 ½ for individualized cultivation of IRA charitable transfers. -Continual

Method 2. Increase the value of permanent discretionary and field of interest grant-making assets

  • Action 1: Solicit living donors of existing discretionary and field of interest grant-making funds to secure additional gifts. -Completed
  • Action 2: Of those prospects for IRA charitable transfers, encourage the creation of discretionary or field of interest grant-making funds. -Continual

Method 3. Utilize the Brownlee House as a venue to enhance development efforts

  • Action 1: Secure funding to complete interior rehabilitation on the first floor. -Completed
  • Action 2: Through donation, loan and purchase, secure furniture and fixtures appropriate for the first floor. -Completed
  • Action 3: Host an annual cultivation event at the House for major donors. -Continual
  • Action 4: Host a seminar at the House for the Estate Planning Section of the Washington County Bar Association. -In Progress
  • Action 5: Host a seminar at the House for accountants, bankers and financial advisors in Washington County. -In Progress

Goal C. Increase emphasis on securing grant-making assets to address the community’s current needs.

Method 1. Increase use of pass-through funds

  • Action 1: Issue a direct mail solicitation and an e-blast to Washington County businesses regarding the Pennsylvania Educational Improvement Tax Credit Program and other pass-through funds. -Continual
  • Action 2: Contact area chambers of commerce to provide information to members about the Pennsylvania Educational Improvement Tax Credit program and other pass-through funds. -Continual
  • Action 3: Serve as a fiscal sponsor for community projects and other nonprofits on a case by case basis. -Continual

Method 2. Increase use of pooled grant-making funds

  • Action 1: Identify specific funds / areas of need. -Completed
  • Action 2: Identify and solicit major donors to support the approved specific funds. -In Progress