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Together we can empower youth to end generational poverty Financial Literacy Youth Initiative Fund Development Plan Prepared by Thelma Ajayi Matthew Branum Marchelle Jacques Yarde Christine Roque

Mission The Financial Literacy Youth FLY Initiative is dedicated to empowering underserved and underrepresented youth with culturally responsive financial education and global experiences to end generational poverty

7 000 Students 200 Increase in total student participants since founding 2 5 Millon Goals 3 Year Campaign Year 1 667K Year 2 834K Year 3 1M 25 fundraising increase reflected in each year Increase Recurring donors Matching gifts Community support and visibility Corporate donors Individual donors Strengthen volunteer staff management

Who are your donors Major Gifts Foundations For a list of top giving charitable foundations in Rhode Island click here Corporate Giving Government Board Members Individuals Staff Volunteers Alumni Friends Investor Champions 50 000 Giving Tiers Leaders 25 000 Connectors 2017 10 000 Friends 0 2016

How We Get There Donors Gift Amount Total 3 100 000 300 000 4 50 000 200 000 6 25 000 150 000 5 10 000 50 000 10 5 000 50 000 10 2 017 20 000 20 1 000 20 000 30 500 15 000 Many up to 499 28 000 Model is based on 833 000 raised each fiscal year Leadership Circle Giving members receive special recognition personalized communications and invitations to member events Membership starts at 2 017 Amount is based on organization founding year

Timing is Everything Q1 July September Q2 Quarterly Focus 2023 2026 October December Q3 January March Q4 April June Distribute Annual Report for previous and existing donors Establish theme of giving campaign for year Draft fall funding appeals Solicit volunteers and guest speakers for the year Prospect research Who might donate Who wants a seat on board Website updates File Taxes between August 15th September 15th Establish Stock Option Donations Host Back to School Kick Off Begin marketing campaign promotions Personal donor outreach solicitation letters calls Send holiday cards to donors electronic works too Conduct mid year survey Send invitations to prospective board members Complete 2 3 grants a quarter Send invitations for Student EOY Presentation Day Begin planning for EOY Celebration Personal donor outreach solicitation letters calls Schedule in person meetings Complete 2 3 grants a quarter Begin drafting Annual Report End of Year Survey What worked Capture video storytelling at EOY celebration Begin Tax Audit preparation

Create a Buzz CREATE PARTNERSHIPS Influencers students news outlets are your friends They will share information about the organization ENGAGE EARLY ADOPTERS Alumnae previous students and early supporters will endorse if engaged thoughtfully POST IN SOCIAL MEDIA FORUMS Stay connected to as many public groups as possible Social media campaigns are your friend UPDATE UPDATE UPDATE Keep your social media and website current Post should be happening daily No more than a week should lapse

Make it Personal Share your story Make it Personal Celebrate the WINS publicly Share your story Use Join us language Share your Team s Story Prospective donors are more Celebrate the WINS publicly inclined to join in giving than to just give without connection Strike a balance with appeals Fundraising Best Practices Gratitude Thank you goes a long way Send a letter or make a call Be sure to acknowledge all donors in annual report and on website if possible Think BIG Offer Membership Perks Plan events that celebrate success and create networking opportunities Keep It Simple Giving needs to be easy Sharing that you ve given needs to be easy Information needs to be readily available Don t expend more than 10 of your fundraising in planning your events