Friends of Perry-Mansfield, Inc. 40755 Routt County Road 36 Steamboat Springs, Colorado 80487 970.879.7125 www.perry-mansfield.org
Perry-Mansfield Performing Arts School & Camp Final Project • Fundraising Plan Shell Nonprofit Sustainability Training Spring/Summer 2014 submitted by Joan Lazarus
Artistic and cultural pursuits define, and make visible, our society’s values.
pioneers of imagination, spirit, and performance since 1913
Julie Harris Theatre
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rush hour High School Hill — girls’ cabins
Louis Horst Studio
Unidentified dancer . 1936 50th anniversary table
2011 choreographer: Kyle Abraham photo: Jim Steinberg Steinberg Pavilion
2013 Pre-Professional Theatre performance
What it’s like at Summer Camp!
“Creative practice — through art and nature — manifests in an insightful, compassionate, and courageous life.”
Table of Contents
History of Perry-Mansfield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Executive Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 The Setting The Context The Case for the Arts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 The Case for Funding NOW. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Second Century Initiative Goal: $222,000 The Fundraising Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Identifying Prospects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Gift Range Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Rebalancing sources of contributed revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Adopt-a-Cabin Alumni Association Artistic Venture Fund Calendar • Fundraising and Friendraising strategies and opportunities. . . . . . . . . . 11 Tuesday Under The Stars House Parties Open House Visiting Day Performances Gift Range Chart Matched with Prospective Donor Tables . . . . . . . . . . . . . . . . . . . .14 Prospective Donor Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 About Us. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
choreographer: Nicholas Villaneuve photo: Michael Jarret
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MISSION + HISTORY
Perry-Mansfield’s mission is to: • provide young people with world-class arts training in a spectacular mountain setting; • be a preeminent artistic innovator, inspiring students to a life-long passion for, and commitment to, the arts; • design and provide international programs in an environment where artistic experimentation and collaboration of the highest quality will flourish.
History In 1913, Charlotte Perry and Portia Mansfield, pioneers of imagination, spirit, and performance, fulfilled their dreams of creating a theatre and dance camp in the mountains. They founded Perry-Mansfield on a bold vision: “Creative practice through art and nature manifests in an insightful, compassionate, and courageous life.” Now, in 2014, Perry-Mansfield is recognized as the oldest continuously-operating performing arts school and camp in the nation. While Steamboat Springs enjoys an enviable spot on the national map for the outdoor sporting life, so has Perry-Mansfield put Steamboat on the national map for its cultural life. Expanded programs in performing and visual arts that serve our local community year-round with activities designed in the original founding spirit for every level of experience, youth to adult. As we begin our second century, these programs, the distinguished faculty in residence in every season, the gifted students who travel from across the country to be here, will focus national attention on the vitality of the cultural life Steamboat Springs offers residents and visitors alike. Indeed, Perry-Mansfield has earned its profound place in history because of this unmistakable contribution to the arts. It tracks the progress of American culture by way of thousands and thousands of lives that have been touched over so many generations and in so many frames of reference. It’s time to see, and to seed, the second century of this remarkable institution. Perry-Mansfield is ready to address its capital, programmatic, and operating needs — there is so much room for growth, and the catapult can be Perry-Mansfield’s powerful position as a rare, constant, and unequalled environment for youth, innovative artists, and individuals of all ages on a journey of self-discovery through creativity and profound intersection with the natural world. History
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The setting Perry-Mansfield has held a unique and tenacious position in the performing arts landscape for over 100 years. Some of our country’s most important contemporary artists in dance and theatre have left their mark on this campus and on the lives of the young artists they trained. For the first half of the 20th century, this was also the nexus of English riding in the western United States.
EXECUTIVE SUMMARY
EXECUTIVE SUMMARY
In our first 100 years . . . It does not matter how “good” an artist each of us becomes, what matters is the practice of creativity. And creativity is most easily practiced through artistic pursuits where there are no boundaries, and the voyage of discovery is personal and unique.
alumni developed a 15,000 profound appreciation for dance, drama, and equitation
The skills of “thinking outside the box,” “invention and imagination,” “synthesis,” — these are ways of thinking, ways of seeing and interacting with the world. They are practiced and developed through the arts.
350
4
elite faculty spent their summers teaching in Steamboat Springs
esteemed professional companies employed alumni worldwide
former students or faculty became Kennedy Center honorees or MacArthur Genius grant recipients*
4,500
* Agnes de Mille Dustin Hoffman Julie Harris Kyle Abraham
Of course, in a life cycle of one hundred years, Perry-Mansfield has gone through many incarnations, and the current one — launching our second century — includes three main initiatives: 1. FACILITY: Stewardship of our nationally-registered, historic facility; 2. ORGANIZATION: Creation of a sustainable business model that recognizes: 1) challenges facing the arts community, and 2) our place within national, regional, and local communities; 3. PROGRAM: Leadership in the field with new models for artistic progamming that are powerful and relevant to artists and communities.
The context Perry-Mansfield’s annual operating budget is close to $1.3million. The facility covers 76 acres with more than 68 buildings dating from the 1880s through 2000. Many of these structures were built by some of the most important contemporary artists of their time (and their students), and the resulting idiosyncracies have created a surprising physical record — the lore of Perry-Mansfield. Until very recently, the singular program was the annual Summer Performing Arts Camp. That model — one program — has proven difficult to sustain financially. In Steamboat Springs, a two-month program is unable to create a revenue stream adequate to sustain an aging facility through its mountain winters, along with necessary year-round staff.
Executive Summary
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For example, Perry-Mansfield is a licensed child-care facility with all the reporting, documentation, and inspection that that entails. Water must be tested daily and those reports filed with the state. Every guest artist must go through background and fingerprint checks and FBI searches. In our centennial summer, the camp director from the 1970s came to visit, and we had the opportunity to ask questions like, “Did you run out of water?” His answer was, “Of course. And we sent the girls down to the creek with buckets.” Times have changed!
THE CASE FOR THE ARTS
And of course, in these 100 years, statutes and requirements have also changed dramatically.
No matter how many students can be recruited to attend the historic arts camp, there is a limit to the number of campers, faculty, counselors, and staff who can be housed, fed, and watered on site — at any one time, and over the course of the season as well. Therefore we now see that there is a clear earned income limit to the historic summer program that did not exist 30 years ago. The recognition of this fact has allowed Perry-Mansfield to look beyond its potential for over-identification with one program — no matter how fantastic that program may be — to the many possibilities and responsibilities that present themselves. When leadership within the organization encourages a re-thinking of everything as the beginning of the pathway to our Second Century, anything is possible!
Case Statement • The value of the arts
Total number served annually Participatory and Observational experiences: 3,000 +
Our case is directly related to our articulated vision: The founders, and those who have followed, believed that “creative practice through art and nature manifests in an insightful, compassionate, and courageous life.” Perry-Mansfield is not a social service or healthcare agency, and therefore at appropriate times our deeply-held beliefs are trumped in the face of direct physical needs, especially in local populations. In the long-view, we do believe that a profound cultural context is the underpinning for all social welfare and human interactions. Artistic and cultural pursuits define and make visible our society’s values. It does not matter how “good” an artist each of us becomes, what matters is the practice of creativity. And creativity is most easily practiced through artistic pursuits since there are no boundaries, and the voyage of discovery is personal and unique. The skills of “thinking outside the box,” “invention and imagination,” “synthesis,” — these are ways of thinking, ways of seeing and interacting with the world — and they are practiced and developed through the arts.
As choreographer Mark Morris says,
“The arts are not for everyone, they are for anyone.”
Case • The value of the arts
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With a remarkably responsive, creative, and energetic board of directors, Perry-Mansfield is bravely staking claim to its Second Century by auditing its entire way of doing business, systems, leadership requirements, and planning strategies. Our centennial season (2013) was the testing ground for new staff and board leadership, and the results were heartening. For an organization with all new staff and board leadership within a six-month period, the results were exceptionally promising. Programs — excellent. Understanding and reworking systems — excellent. Teamwork — excellent. Identification of weaknesses — excellent. Challenges — identifiable and prioritized.
NOW — CASE FOR FUNDING / THE TEAM
Case Statement • NOW — Case for funding
The case for funding rests squarely upon: 1) powerful programming and historic contributions to the field, and 2) a 360° commitment to redesigning ways of doing business as the potent motivator for attracting new funding sources. The Second Century Initiative, with a goal of $500,000, was launched in Fall, 2013 to address two issues simultaneously: • An annual operating shortfall that is projected to continue for the near future; • The desire to create a “run-way” — a multiple-year cash reserve to secure time to implement new program and business plans that are in development.
Between October 1, 2013 and today, Perry-Mansfield has reached $278,000 of that goal, leaving $222,000 left to raise before the end of calendar year 2014. This fundraising plan is crafted to address a $222,000 goal.
The Fundraising Team Perry-Mansfield is blessed with a board of directors which is focused, reliable, and determined. The board and executive director form the core of the fundraising team, with a remarkable chair of development leading the way. In 2012, a fundraising plan was designed to serve the organization for that fiscal year. A tremendous amount of research went into understanding patterns of giving and donor relations over the last 25 years. The news was not always encouraging, but it gave Perry-Mansfield a foundation for illuminating the place from which we must begin. Since The Plan was a new kind of initiative with a new level of detail, the outcomes and projections were not guaranteed to be predictable, but the format of the plan was solid, and was updated for use in the ensuing second year (2013). With a very thorough evaluation at the end of year one, we were able to identify patterns of giving and donor relationships that will inform all our long- and short-term fundraising efforts.
Case • NOW — Case for funding • Fundraising Team
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IDENTIFYING PROSPECTS
The Development Committee of the Board is led by Pat Walsh, and is relentlessly active — in both fundraising and “friendraising” efforts. As the new regime at Perry-Mansfield begins to focus on reconnection and relationship with the local community, leadership from the Development Committee has been pivotal, substantial, and innovative. “Participatory” and “experiential” are the best words to describe the activity of this committee — hands-on when needed, and eager to create new arts-based experiences for donors and the community at large.
Identifying Prospects for the Second Century Initiative The identification of prospects dove-tailed nicely with internal administrative efforts to glean information from the existing database. The database had been used as a general catch-all for mailings, email contacts, donations, etc., and very little detail had been entered for any existing contacts. Many people had multiple entries with full names, nick names, company names, spouse names, etc. Months of work has been done to clean, organize, identify entries in preparation for transitioning to another donor database system. It has been an heroic effort by staff and friends alike, and will take many more years to complete. Originally, the data dump identified donors who had given $500 or more over their relationship with PerryMansfield (which could have been as long as 50 years). The board of directors reviewed this list and identified people they knew or with whom they have some degree of connectivity. Many files were updated (deaths, divorces, marriage, etc.). Updates were entered into the database, vendors were added to the list, and then second and third downloads were reviewed. From this list, the board created Second Century Initiative A-B-C lists. •
SCI-A potential donors would be approached in person, and had the potential to give the largest gifts,
•
SCI-B potential donors would receive an annual appeal that included invitations to join Cabeen Circle, our highest giving society, and
•
SCI-C potential donors were smaller donors in the past (plus any identified alumni giving at this level), and new-to-Perry-Mansfield potential donors (added by the board for this initiative).
— A detailed outline of prospects matched to Gift Range Chart appears on pages 14-15.
Identifying Prospects
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Goal Amount: $222,000 Gift Range # Gifts
# Prospects
Subtotal
Total
GIFT RANGE CHART
Taken from online Blackbaud gift calculator. Please note, totals are rounded off.
Gift Range Chart
Percentage
22,200.00
1
4
22,200.00
22,200.00
10%
17,000.00
1
4
17,000.00
40,000.00
18%
12,000.00
2
8
24,000.00
64,000.00
29%
8,400.00
3
12
25,200.00
89,200.00
40%
5,600.00
5
20
28,000.00
117,200.00
53%
4,200.00
8
32
33,600.00
150,800.00
68%
2,800.00
10
40
28,000.00
178,800.00
81%
1,400.00
12
48
16,800.00
195,600.00
88%
600.00
12
48
7,200.00
202,800.00
91%
Under 600.00
64
256
19,200.00
222,000.00
100%
Totals
118
472
222,000.00
Gift Range Chart
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The Second Century Initiative is supported by focused opportunities for funders that correspond to our organizational goals (page 4): 1 • Adopt-a-Cabin For donors who are interested in maintaining and improving our 76-acre facility that is on the National Register of Historic Places. 2 • Alumni Association For campers, faculty, and staff — people who have a special connection to Perry-Mansfield and a deep understanding of the value of immersive experiences in a personal, creative practice. 3 • Artistic Venture Fund — Become a Producing Partner For donors who have a special interest in specific artistic programs in dance and/or theatre. Individuals • Foundations • Corporations • Government All three of the focused opportunities above are available to individual donors, foundations, corporations, and government agencies. Balancing sources of funding will be crucial to Perry-Mansfield’s next few years of operation. Weaknesses exist in foundation, corporate, and government funding — for different reasons. Foundation funding in the last two decades has been restricted to specific programs or historical reconstruction; corporate funding has rarely been sought; government funding has been received locally and state-wide, but national sources have not been cultivated. In addition, state government sources of funding for the arts are “capped” at comparatively low levels, and, an organization can only be funded for two consecutive years without abstaining from application for at least one year. Even though Adopt-a-Cabin and Artistic Venture Fund donations are, in reality, restricted gifts, they underwrite parts of the budget that reveal our actual costs of doing business — including mounting the annual summer program and creating new programs for local residents. By identifying areas of interest to potential donors, a new set of tools becomes available to our fundraising team. Each new tool is designed to be accessible to a full range of donor capacities and interests. For example: Adopt-a-Cabin Cabins and Classroom and Campus adoptions are available from $400/year to $50,000. And part of the plan allows for “joint custody” so that groups may participate together — a book club might adopt a cabin. Alumni Association The Alumni Circle gift society begins at $1 and goes up to $999, and of course some alumni give even more and become members of Cabeen Circle (which begins at $1,000). Many alumni are drawn to donate to the scholarship fund. Artistic Venture Fund Underwriting specific artistic events or artists (e.g., a choreographer for Evening of Dance, a teacher for the Boys & Girls Clubs in Steamboat Springs, the Live Music Fund), can range from $1,500 to $15,000 per opportunity.
REBALANCING SOURNCES OF REVENUE
Rebalancing sources of contributed revenue
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CALENDAR
CALENDAR • Fundraising / Friendsraising Events June – December 2014 (target for completion of campaign) TUESDAY UNDER THE STARS • Donor cultivation and capacity-building at the board level A new series of informal outdoor performances called Tuesday Under The Stars was designed specifically to begin an ongoing cultivation process for new and lapsed donors.
www.perry-mansfield.org
Who • How • When
Goal: Bringing people “behind the curtain” and “into the studios” of our arts programs and physical plant will deepen the personal connections that lead to long-term relationships and support. Each board member has identified three people who will be invited to spend time on campus and attend events all summer long — eat in our Main Lodge with students and faculty, enjoy the show, tour the campus, etc. This project is initiated and monitored by the board president and has the goal of building the capacity of each board member to fundraise by becoming comfortable with face-to-face meetings in a context where they are the hosts. The board has committed itself to 100% participation in this cultivation project.
a new century . . . a new progam . . . at Perry-Mansfield
TUESDAY UNDER THE STARS June 10 8pm
#1 – Focus: New Works Festival
June 17 8pm
#2 – Improv Movement Jam (Dance, Theatre, Music)
June 24 8pm
#3 – A Visual Exploration in Motion & Sound
July 1
4:45pm #4 – Naomi Barker and the Equestrian Program
July 8
8pm
#5 – P-M Artists’ Night – Faculty and Students
You are invited to enjoy informal performances by guest artists and pre-professional students – under the stars. FREE!
970 . 879 . 7125
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Who • How • When
HOUSE PARTIES • Following up with identified donors For those individual donors who want to know more about Perry-Mansfield, board members will follow-up with a series of house parties at their homes before major performance events at which they will be our guests and meet the artists, etc. The board has committeed to a minimum of three house parties in calendar year 2014. Goal: The framework for all Perry-Mansfield donor events is that no matter how informal, no matter where they take place, the event itself will include some kind of art experience — observational or participatory.
VISITING DAY • For families, neighbors, and friends new & old Last year, Perry-Mansfield opened the gates and invited the public onto campus to watch rehearsals, engage in art projects with their family members, wander the grounds, view an equestrian showcase, and generally indulge in an afternoon in Strawberry Park. Almost 250 joined us that day.
www.perry-mansfield.org
970-879-7125
TUESDAY UNDER THE STARS at Perry-Mansfield • Free! June 10 June 17 June 24 July 1 July 8
#1 – Focus: New Works Festival #2 – Improv Movement Jam (Dance, Theatre, Music) #3 – A Visual Exploration in Motion & Sound #4 – Naomi Barker and the Equestrian Program #5 – P-M Artists’ Night — Faculty & Students
NEW WORKS FESTIVAL June 13 June 14
8pm Chief Theater (Harwig’s opening night dinner) 4pm & 8pm Julie Harris Theatre at P-M (Picnic interlude)
DANCE ON FILM SERIES Bud Werner Memorial Library • Free! June 23 July 14
7pm 7pm
Tap or Die! Paul Taylor: Creative Domain
SPECIAL EVENTS • Free! July 4 July 13
all day Fourth of July Parade 11am - 3pm Visiting Day (bring friends and family!)
PERFORMANCES and CONCERTS at P-M unless noted otherwise July 5
8pm
Tammy and Christopher Compton at Strings Tickets: stringsmusicfestival.com
July 11
8pm
The Dancing Image Project Screenings with Guest Faculty Tara Rynders
July 15
8pm
Faculty Concert at Chief Theater
July 16
7pm
Guest Artist Anjali Austin presents “Threads” at Bud Werner Memorial Library
July 18 + 19
8pm
Pre-Professional Intensive Theatre Production
July 25 + 26
8pm
Evening of Dance (Steamboat High School)
July 31 + Aug 1 8pm August 9
Young Artists Collective: an evening of theatre & dance
9am -noon Discovery Camp Showcase
Open House at Perry-Mansfield Bring your friends and family Navigate the beautiful campus — experience the arts Draw • Sing • Dance • Act • Create SUNDAY • JULY 13, 2014 11am – 3pm
Who • How • When
Come one! Come all! Activities for all ages!
The event is coordinated by a board member who solicits community volunteers as hosts (last year we had 34 volunteers for this event), and all board members are expected to attend and to bring new friends to campus. Goal: To make Visiting Day a part of the Steamboat community’s summer calendar.
FREE Ride your bike to camp or walk 3 miles from downtown Steamboat. If you drive, please park at Steamboat Springs Middle School and catch the continuous shuttle to campus. Ice Cream Truck on campus — Bring your own brown bag lunch and enjoy!
perry-mansfield.org 40755 County Road 36 – on the way to Strawberry Park Hot Springs
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PERFORMANCES • Invited Donors hosted by board members EVENING OF DANCE This our annual opportunity to showcase the remarkable young artists who attend the PreProfessional Dance progam — in concert with choreography by their outstanding teachers and mentors. 2014 includes work by Amy Seiwert (Amy Seiwert’s Imagery, Smuin Ballet), Dan Wagoner (Paul Taylor Company, Dan Wagoner & Dancers), Antonio Brown (Bill T. Jones and Arnie Zane Company), John Pennington (Lewitzky Dance Company), Darrell Jones (Ronald K. Brown, Jawole Willa Jo Zollar, Min Tanaka, Bebe Miller, and Ralph Lemon), and Anjali Austin (Dance Theatre of Harlem).
Pre-Professional THEATRE The play for production this year is FAILURE: A LOVE STORY by Philip Dawkins.
Who • How • When
Failure: A Love Story takes us to 1928, the last year of each of the Fail Sisters’ lives. Nelly was the first of the Fail girls to die, followed soon after by her sisters Jenny, June and Gerty. As with so many things in life—blunt objects, disappearances and consumption—they never saw death coming. Written by Chicago playwright Philip Dawkins, Failure: A Love Story is a magical, musical fable that traces the sisters’ triumphs and defeats, lived out in the rickety two-story building by the Chicago River that was the Fail family home and clock shop. This funny, moving and profoundly wise play reminds us that in the end, all that remains is love.
Board members will assign themselves potential donors to host at invitational dress rehearsals and performances. Goal: This final, most formal visitation is the third experience that people have at Perry-Mansfield this summer. Venues seat between 175 and 400 people, and the goal is to maximize attendance and thereby the visibility of the program as a predictable arts experience each summer.
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PERFORMANCES • continued Invited Donors hosted by board members FACULTY CONCERT Rarely have the spectacular guest artists who comprise our teaching faculty been shared with Steamboat in a formal concert setting. Till now.
Who • How • When
Ilana Goldman, dance and film Gabriel Williams, dance Joe Venegoni, music Lance Garger, music Kathy Hussey music Anjela DiFiore, dance Jennifer Golonka, dance Tara Rynders, film Rich Liccardo, theatre Sarah Kirwin, theatre John Viscardi, theatre Thomas Hodges, music and theatre Rob Bailis, music The board of directors has chosen to utilize this event to recognize longstanding donors and to cultivate new donors through personal invititations and meet-the-artist receptions. Goal: Acknowledge and recognize the Perry-Mansfield family and introduce people who are new to our programming to the bedrock of the camp — the artists.
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Goal Amount: $222,000 Gift Range # Gifts
# Prospects
Subtotal
Total
Percentage
22,200.00
1
4
22,200.00
22,200.00
10%
17,000.00
1
4
17,000.00
40,000.00
18%
12,000.00
2
8
24,000.00
64,000.00
29%
8,400.00
3
12
25,200.00
89,200.00
40%
5,600.00
5
20
28,000.00
117,200.00
53%
4,200.00
8
32
33,600.00
150,800.00
68%
2,800.00
10
40
28,000.00
178,800.00
81%
1,400.00
12
48
16,800.00
195,600.00
88%
600.00
12
48
7,200.00
202,800.00
91%
Under 600.00
64
256
19,200.00
222,000.00
100%
Totals
118
472
222,000.00
NOTES: Gift Range Chart and Prospective Donor Table The prospective donor table on the following page outlines categories of prospective donors — both known and unknown — and how they might become part of our strategy for reaching the goal by December 31, 2014. The Plan includes: 1. 2. 3. 4. 5. 6. 7. 8.
returning to our FY2014 Second Century Initiative A-list donors with an additional request, asking Board of Directors to step up and increase contributions by end of calendar year, “wild card” ask of a major donor already in cultivation, first-time government funding through National Endowment for the Arts, utilizing new initiatives (Adopt-a-Cabin and Artistic Venture Fund) to focus donors, the official launch of Perry-Mansfield’s Alumni Association, full-tilt community engagement campaign through public and private events on and off campus, completion of a long range plan that includes an audit of programs and business models so that the runway into our second century is informed by the best possible internal and external information.
GIFT RANGE CHART : MAKING THE MATCH WITH DONORS
Gift Range Chart (repeated from page 9) Making the Match : Gift Range Chart and Prospective donors
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INDIVIDUALS
past giving
potential giving
notes: who cultivates/description
Stakeholders #1 – JS 100,000 25,000 #2 – NH 50,000 10,000 #3 – SA 35,000 5,000 #4 – KL 50,000 5,000 Subtotal 45,000 % of total goal 20
# prospects: 300 # gifts: 100
PROSPECTIVE DONOR TABLE
Prospective Donor Table
Prospects #5 – Board 15,000 15,000 FM #6 – Board 7,000 5,000 group total, additional #7 – Board 4,000 7,000 KW #8 – Board 3,500 8,000 JL #9 – Cabeen Circle 1,000 each 10,000 group total #10 – Alumni Up to 999 each 5,000 group total #11 – Small Donors Up to 250 each 5,000 group total Subtotal 55,000 % of total goal 23 Wild Cards #12 – MS 18,000 95,000 KW Subtotal 95,000 % of total goal 43 Total INDIVIDUALS: 195,000 ................. INSTITUTION and GOVERNMENT past giving
potential giving
notes
Stakeholders #1 – Dizzy Feet 10,000 10,000 site visit July 2013 #2 – Colorado Foundations 7,500 10,000 ongoing deadlines Prospects #3 – City of Steamboat 10,000 15,000 apply October, 2014 Wild Cards #4 – National Endowment 0 25,000 apply August, 2014 Total Institution / Government
60,000
% of total goal
27
TOTAL POTENTIAL RAISED TOWARD GOAL
255,000
......... 113% of total goal + 33,000
Prospective Donor Table
17
Fundraising Goal:
$222,000
End date:
31 December 2014
Donor Opportunities:
Adopt-a-Cabin Alumni Association Artistic Venture Fund Summer Calendar of Events and Visitations
Gift Chart Summary:
Number of donors: 118 Number of prospects: 472
Leadership:
Board of Directors Executive Director
Challenges:
Success of the plan will require: 1. Returning to current FY2014 donors with additional requests 2. Acquiring new donors — people with little or no giving history with Perry-Mansfield 3. Launch of Alumni Association and follow-up funding requests 4. Potent fall annual giving campaign 5. Increased Board giving 6. Constant vigilance about communications with potential donors = 100% buy-in and participation from Board
Scenario:
Plan B. What if the goal is not met?
Our framework is designed to address Perry-Mansfield’s historic operating shortfall, to gain traction (and thereby time) to evaluate programs and systems across the board, and to implement new directives. A long-range plan that includes this company-wide audit is already in process. Successful completion of the Second Century Initiative (this plan) will make FY2014’s budget balance. FY2015 will require equally agressive fundraising, but from the starting point of a $0 shortfall for the first time in many years.
An unsuccessful outcome to this $222,000 campaign will mean that Perry-Mansfield will have to consider major changes in progamming and facilities initiatives. The organization has chosen not to continue doing business is a manner that projects a shortfall, and depending upon the gap (how close did we come to $222,000?), the choice may be to abbreviate programs. A large gap may mean more drastic and creative, counter-measures. Everything is on the table, and the board is committed to relegating the historical shortfall to the archives.
P-M anticipates that at least three years of agressive fundraising is required to ensure that a small cash reserve is accumulated. The organization needs to raise at least $100 - 200,000 above budget in each of the next three years in order to ensure a reserve that overcomes the annual shortfall.
We will live with the understanding that the goal is not accomplished in one year. Every year, nonprofits must raise a substantial part of their operating budgets with contributed revenue, and the blessing that is our facility requires even more!
SUMMARY
Summary
Summary
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ABOUT US
Friends of Perry-Mansfield, Inc. a 501(c)3 nonprofit corporation Federal Tax ID# 84-1158773
PERRY MANSFIELD
40755 Routt County Road 36 Steamboat Springs, CO 80487 970 . 879 . 7125 tel 970 . 879 . 5823 fax www.perry-mansfield.org
since 1913
PerformingArts VisualArts EquestrianArts
PERRY MANSFIELD Board of Directors
Staff
.................
.................
Kathleen Wasserman President
Joan Lazarus Executive Director
Gary Wilner Vice President
Toni Quick Associate Director
Lore Marvin Treasurer
Edward Watson Director of Facilities
Faye Morgenstern DeeDee Hooker www.perry-mansfield.org Secretary Office Manager Jim Steinberg Past President
Meg Southcott Community Outreach Manager
Cami Bunn
Kevin Shaffer Groundskeeper
Alice Klauzer Joan Lazarus Linda May Morrison Sue Neville Michelle Osterman Pat Walsh
Karin Koop Bookkeeper
2014
Summer Camp Calendar PPI
Pre-Professional Intensive June 13 - July 27
YAI
Young Artists Intensive July 7 - August 2
JR
Junior Camp June 20 - July 5
ABC
ArtsBootCamp June 23 - July 4
DIS
Discovery Camp August 3 - 9
EQ1
Equestrian Camp #1 June 16 - 20
EQ2
Equestrian Camp #2 August 4 - 8
Gail Goode Lisa Brown Kathy Barker
About Us
the best is yet to come . . .