Annual Planning&

Revenue Share

Rhoda Smolow, Organization Department ChairAnita Levy, Revenue Share Project ManagerViviane Kovacs, Annual Plan Project ManagerLindy Ettin, Unit Services Director

Presidents TrainingSunday, July 12, 2015

Frequently Occurring Questions• Cash On Hand• Listing Fundraising Profits as Income• Duplicating Expenses on the Activity and Operating Budget• Disbursements• Units not Requesting Revenue Share• Do Not Send in Revenue Share as Fundraising • You MUST keep your 3 months usual and customary in your account at all

times even when you’re asked to empty your treasury

• Changes to the Annual Plan should be listed in an attached memo/email• Cannot change past quarter income/expenses, only present and/or future

income/expenses• Changes to previous quarters should be acknowledged in the evaluation tab

• Evaluation Tab• Mandatory to complete and should include details about event/activity. • The more specific your activity description, the easier it will be to evaluate.

• Quarterly Requests MUST BE Reviewed by Resource Chair BEFORE Sending to National

Frequently Occurring Questions

New Policies• Disbursements:

• Identify how much money you are disbursing or spending on each chapter/group. • Even if you have centralized banking or the units no longer have accounts, indicate how much you're

spending on their behalf (ex mailings, bulletins, etc).

• Credit Card Fees: • Should be treated as an administrative expense and listed in the operating budget under banking fees.

Consider it the cost of doing business.

• Cards and Certificates: • NO INCOME SHOULD BE LISTED. Small purchases for Hadassah cards and certs are an operating expense.

Larger certs are considered fundraising income and the certs are purchased from and $ sent directly from National.

• Parlor Meetings: • If coordinated through the major gifts officer and Development Division, expenses to be covered by

Development.

2016 Unit Goals, National Goals and New Priorities• New cover page to include goals and priorities• National Goals from 2015 remain the same • Still required to align Unit Goals with National Goals and ensure they are

within the new Organizational Priorities• Sample on the following page

2016 Revenue Share Allocation• Funding Model has given us better insight into how the Regions are doing business• Able to identify where we are getting best ROI (Return On Investment)• Ensures that Units receive operating funds in a fair and equitable way

Going Forward: • Do not have the 2016 total revenue share budget at this time• Based on our data, revenue share has not incentivized Grassroots Fundraising • Need to determine how the revenue share funds will be allocated in future• Changes to the revenue share formula may occur

Guidelines for Allowable Revenue Share Expenses: Regions• Travel to units by Presidents and Area Advisors

• Conferences/Meetings/Trainings:• Includes travel to the conferences/meetings for members of the Region Boards• Consider hosting conferences/meetings via webinar to save on travel expenses• Includes hotel rooms (double occupancy) for members of the Region Boards if overnight stay is required• Participants should be paying a reasonable couvert to cover some of the expenses

• Speakers

• Administrative expenses in approved offices (utilities, internet connections, supplies, mailings, conference calls etc.)

• At the discretion of Region, subvent members to Conferences & Convention • Those subvented should be required to follow guidelines set by Presidents

• Discretionary funds for Presidents use• Attendance at community or coalition partner events that include Hadassah in the program or on the agenda

Guidelines for Allowable Revenue Share Expenses: Chapter/Group• Chapter/Group Board Meetings/Trainings/Events

• Chapter/Group Trainings

• Chapter administrative expenses in approved offices (utilities, internet connections, mailings etc.)

• At the discretion of Chapters/Group and in consultation with Region leadership, subvent members to Conferences/Convention

• In order to receive Revenue Share Chapters/Groups can:• Submit an annual plan/operating budget – (Blueprint training materials) • Bank statement• Have a meeting or conference call with the R/BC President/Treasurer

• If the Chapter/Group is not requesting Revenue Share, why?• Do they have a bank account?• Are they fully self sustaining?• Are they using fundraising money to cover their expenses?

FUNDRAISING EVENTS SHOULD MAKE A PROFIT WHILE COVERING ALL COSTS.

MEMBERSHIP, PROGRAMMING AND EDUCATIONAL EVENTS WHEN HELD SEPARATELY FROM

FUNDRAISING SHOULD ATTEMPT TO BE SELF-SUSTAINING.

Warm Up Activity

• Spot the errors!• Review the Annual Plan in front of you and identify the errors on each

page• Circle the problems you find• You have 5 minutes

GO!

How did you do?• We identified 17 errors, how about you?

Group Activity• Each group has at least one representative from each geographic area: Close Knit, Far Flung, Mid Flung (Big Chapters are in Close Knit)

• The resource chairs at your table are the facilitator and recorder

• Using the scenario provided, create an Annual Plan based on the given geography, demographics, leadership and fundraising health status of your unit

• You have 15 minutes to write an annual plan with up to five activities

• Your operating budget is provided based on your geography

Conclusion• How did you do?• As each group presents their plan, make note of things that you would

improve on or change• If you’d like to make a comment about the plan, pick a hat from the table

that represents your evaluation style to share your feedback• Are you:• Viviane: Looking at the activities and details?• Anita: Looking the numbers and budgets?• Rhoda and Lindy: Looking at how each activity aligns with National’s

goals/priorities?

Involving the Executive Board in your Annual Plan

• Determine Direction & Focus• Identify Goals for your unit• Align Goals with National Goals & Strategies• Develop Annual Plan

• Respond to Changes & Challenges• Develop Board Leadership

Develop Activity

Determine Direction & Focus

• Engage Board & Chairs• Answer Questions

Evaluate• Which goals were met?• What changes do we

make?

Response/Changes

Result• Responsive

Planning• Develop Board

Leadership

Translates To:• Activities• Goals• Budget in Annual Plan

Vice Presidents• Fundraising• Membership• Education• Leadership• Organization

Event ChairsCommittees

ENGAGE

Develop Activity• Activity Type

• Fundraiser• Program• Communications• Leadership Development

• Set Goals• Outreach• Fundraising• Membership• Education• Leadership Development

• Determine Resources Needed• Volunteer• Financial• Staff

Respond to Changes & Challenges

• Identify challenges in meeting Annual Plan Goals• Brainstorm ways to respond to the challenges• Executive Board selects response strategy• Implement response strategy/strategies • Incorporate strategy into the Annual Plan

Develop Board Leadership• Prepare Hadassah for transition for meeting new challenges• Set the vision • Plan for the future• Evaluate and decide where and when to spend time, money,

volunteer resources and staff resources

They always say time changes things, but you actually have to change them yourself.

-- Andy Warhol

Luisa Ellenbogenlellenbogen@hadassah.org

Thank You