Delta Chi - Educational Foundation

Executive Summary

Delta Chi Educational Foundation

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© 2022 PENNINGTON & COMPANY FUNDRAISING, LLC. ALL RIGHTS RESERVED. 2 PRIMARY OBJECTIVES Pennington & Company is pleased to submit this pre-campaign feasibility study report to the Delta Chi Educational Foundation Directors, Delta Chi Board of Regents, and Foundation and Fraternity staff. The purpose of the pre-campaign feasibility study was to: 1. Obtain the opinions of key Delta Chi volunteers and major donor prospects regarding the case for support's ability to communicate a clear vision for the future of the Fraternity and funding initiatives of the Foundation. 2. Evaluate the dollar potential of a campaign and formulate recommendations regarding a campaign goal. 3. Identify individuals willing to volunteer their time to further a campaign. 4. Begin a process that will inform, educate, and cultivate major gift prospects for the campaign (pre-solicit major donors). 5. Develop a plan of action with a timetable for a campaign. Emily Harrison served as the consultant for the project, conducting staff training and interviews with identified feasibility study prospects. Additionally, three members of the Delta Chi staff conducted interviews during the feasibility study: Jerod Breit, Peter Lane, and Justin Sherman. Pennington & Company used the following methods for completing this study: • Participants whose involvement would be important to the success of the proposed campaign were identified by staff and board volunteers. Those identified include current and former members of the Foundation and Fraternity boards, former Fraternity staff, chapter campaign donors, Foundation top donors, and prospective donors. Note that many interviewees fall into multiple categories. • A personal letter from Aaron Otto, "AA," and Rod Arnold, President and Chairman of the Educational Foundation Board, was sent to 200 alumni selected for participation in the pre-campaign feasibility study process to introduce the project and Pennington & Company's involvement. • One hundred seventeen confidential interviews (59%) were conducted: 50 were in person, 25 were by video, and 42 were conducted by telephone. In advance of the interviews, participants were provided a brochure—outlining the campaign case for support and illustrating the costs of the funding initiatives—and a $10 million gift chart.

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