Delta Chi - Educational Foundation

© 2022 PENNINGTON & COMPANY FUNDRAISING, LLC. ALL RIGHTS RESERVED. 7 RECOMMENDATIONS A. COMMENCE A CAMPAIGN WITH A QUIET PHASE FUNDRAISING GOAL OF $10 MILLION IN CASH GIFTS AND PLEDGES Delta Chi should immediately embark on a five-year comprehensive campaign with a recommended quiet phase goal of $10 million including cash ($2 to $3 million), estate gifts ($5 to $7 million), and unrestricted annual gifts ($1.5 to $2 million). A specific dollar amount above $10 million should not be set until after the solicitation of major gift prospects and members of the Fraternity and Foundation boards are complete. This solicitation period will constitute the "insider phase" and "quiet phase" of the campaign, lasting approximately 20 months. Delta Chi must move forward on parallel paths, soliciting the major donor prospects identified before and during this pre- campaign feasibility study while further cultivating and educating additional individuals who are identified as major donor prospects. Success in acquiring leadership gifts ($100,000 and above) will determine the final goal to be announced at a later date. The early gifts and pledges will, in effect, dictate the final goal. It will be expected at the conclusion of the "quiet phase" to have signed pledges and commitments totaling 70% of the fundraising goal. The public phase is the two- to three-year period following the quiet phase. This phase includes additional solicitations of major donor prospects, direct mail, digital solicitations, crowdfunding through chapter-focused efforts, and an aggressive marketing and communications effort on behalf of the campaign. B. REVISE CASE STATEMENT WITH AN EMPHASIS ON IMPACT Based on feedback received during interviews, Pennington & Company recommends revising the case statement to maintain the three priorities while reallocating the funding needs based on feedback received in the study. The Leadership Institute and Building our Endowment. When alumni were asked to rank the three priorities tested in the study, 78% ranked The Leadership Institute as first or second in terms of importance. Building our Endowment garnered the next majority of first- and second- ranked responses (67%). Removing Financial Challenges was ranked as the first or second priority by 55% of respondents. Alumni, especially current donors, want to understand the impact of their support. Finally, the Educational Foundation Board and

• DX Case Report Cover
• PCFS Report DX FDN - Executive Summary