1. Fundraising Objectives and Breakdown

SourceTarget% of GoalStrategyMajor Gifts (>$10,000)$500,00050%One-on-one cultivation and year-end asksMid-Level Donors ($1,000–$9,999)$200,00020%Personalized outreach and recognitionAnnual Appeal (Mail + Email)$125,00012.5%Story-driven campaign with segmented appealsCorporate Sponsorships & Matching Gifts$75,0007.5%Local business partnerships and matchesEvents (Holiday Gala + Giving Tuesday)$50,0005%Hybrid fundraising eventsGrants (Foundation Year-End Requests)$50,0005%Regional foundations and donor-advised funds

2. Campaign Theme

“Together for Central Oregon”
A storytelling campaign focused on local impact, emphasizing that every donation stays in the region to strengthen families, nature, and community resilience.

Messaging pillars:

• Local impact: “Your gift stays here.”

• Urgency: “We’re $1 million closer to a stronger Central Oregon.”

• Community pride: Highlight shared success stories from Bend, Redmond, and rural towns.

3. Timeline Overview

4. Key Strategies

A. Major Gifts & Leadership Giving

• Identify 25–40 top prospects capable of $10k+ gifts.

• Conduct personal visits in October–November.

• Leverage board members and campaign ambassadors to make introductions.

• Offer a $250,000 matching challenge to double mid-level gifts.

B. Annual Appeal

• Segment list into current donors, lapsed donors, and prospects.

• Mail appeal by mid-November; follow with 4–5 emails.

• Use personal stories with high-quality photography from local programs.

• Suggested giving levels: $100, $250, $500, $1,000+.

C. Digital & Social Campaign

• Use the theme #TogetherForCentralOregon.

• Run a coordinated Giving Tuesday campaign featuring video testimonials.

• Partner with local influencers and media outlets (The Source Weekly, KTVZ, KBND Radio).

• Paid social ads targeting Central Oregon zip codes.

D. Corporate Partnerships

• Approach 10–15 local businesses for sponsorships ($2,500–$25,000 levels).

• Offer co-branding opportunities, holiday giving drives, and staff volunteer events.

• Promote matching gift challenges through employer programs (e.g., First Interstate Bank, St. Charles Health System, Hydro Flask).

E. Events

• Holiday Impact Gala (early December) — 150–200 guests, hybrid option, silent auction, mission-centered program.

• Giving Tuesday Virtual Rally — livestream with updates, testimonials, and real-time progress tracker.

F. Grants & Foundations

• Submit proposals to regional funders (e.g., Oregon Community Foundation, Maybelle Clark Macdonald Fund, The Roundhouse Foundation).

• Re-engage donor-advised fund holders before Dec 15.

G. Stewardship

• Board members each thank 10 donors personally by phone.

• Send handwritten cards to gifts over $500.

• January “State of the Mission” digital event with donors.

5. Communications Plan

ChannelFrequencyKey MessageEmail1–2x per week“Your gift makes a local difference.”Social MediaDaily during Giving Tuesday, then 3x per week“Join your neighbors in supporting Central Oregon.”Direct Mail1 appeal + 1 reminder“End the year with impact.”WebsiteUpdated homepage + donation trackerHighlight stories, progress bar, and donor quotes.PR/Media2 press releases (Nov, Dec)Announce campaign and results.

6. Roles & Responsibilities

RolePerson/GroupResponsibilitiesExecutive DirectorLead major gift asks, donor stewardshipDevelopment DirectorManage campaign execution and reportingBoard MembersPeer outreach, thank-you callsCommunications ManagerDesign materials, social/digital strategyVolunteersAssist with mailings, events, and phone outreach