2009 Northwest Regional Goals
Trimester Report
NW Executive Director, Kathy Pierson
PROGRAM
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Placements – 60
Four Team Trainings (February, May, August, November)
Puppy Program – 200 puppies
Post Graduation Contacts - 250
Four Hearing Dog Team Trainings (January, March & tentatively July, October)
Puppy Raising Seminars - 4
January 2009 - April 2009
Placements: YTD - 14
February Team Training: Service: 7, Skilled Companion: 3, Facility:1
Post Graduation Contacts: 57 contacted graduates YTD
January & March Hearing Dog Team Trainings: 3
PUPPY PROGRAM
YTD
1.
2.
3.
4.
5.
6.
7.
8.
34
59
27
27
49
6
59
Applications requested
Applications received
Pre-placement phone interviews
Pre-placement home visits
Applications accepted
Applications denied
Pre-approved waiting list:
Puppies placed with puppy raisers:
a. New:
b. Repeat:
c. Total:
9. New puppies awaiting placement:
a. In foster home(s):
b. In kennel:
c. Total:
10. Puppies returned early:
a. Re-placed in puppy homes
b. In temporary foster home
c. In kennel
d. Total:
19
54
73
5
0
5
2
0
0
2
11. Puppy follow-ups:
a. In puppy raiser's area
b. At center
4
5
12. Puppies released from program
0
13. Total active puppies in program:
278
Activities or other accomplishments this month:
NW Puppy Program Manager held a workshop for PRs in Portland. There were about 10 people and a
good deal of time was allocated to reviewing puppy program policies and updating the PR’s on
guidelines. The smaller group setting was conducive to enhancing connections and education. NW
PPM looks forward to doing more like this in other NW areas this year. PRs were also presented with
the new orientation folder which has been very well received and very successful!
Additionally, the interviewing process for a Puppy Program Assistant was completed and the
department expects to have a new assistant in place by mid-May.
DEVELOPMENT
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$150,000 in major donor support (new donors $25,000 and above)
Set up personal meetings with donors over $10,000 (not incl foundations, sponsors, etc)
Minimum of 2 local events in which CCI is the non profit of choice - $25,000 - $200,000
$150,000 in corporate sponsorships for “Bone Appétit” - A Celebration of Great Pairings
(formally called - Celebrity Chef)
Raise a minimum of $523,000 in event-generated income including events two chapters and
one Regional event as well as Human Race, Seattle calendar, etc.
Raise a minimum of $1.1m in other local income including a major donor campaign, direct
mail appeals, grants, Board Members and solicited and unsolicited donations
Expand foundation and corporate sector contacts by 15%
Grant requests, that increased by 50% in 2008, by re-approaching existing fenders and
identifying new private and corporate foundations
Continue to utilize the Benivon model including: Point of Entry (campus tours, receptions by
Board Members and major donors); follow-up; and 2 Ask Events (South Bay & Seattle)
Implement a Major Donor campaign utilizing “fundable Program needs” identified in
National’s Development Plan
Create two NW Regional direct mail appeals
Implement appeal campaign for release dog owners & PRs (employer-based)
Implement the CCI Mitzvah outreach campaign that will give Jewish children an opportunity to
pick CCI as their Mitzvah Project.
January 2009 - April 2009
Special Events: NW had three setbacks that it is addressing - 2 events (J Winery and Sacramento golf
tournament) and the Mariners Calendar have been canceled. We are hopeful that our new 49er calendar
will generate the same kind of revenue that the Mariners calendar did.
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First direct mail appeal was designed by the National office and dropped the last week of April.
Bone Appétit - A Celebration of Great Pairings: Corporate Sponsorships = $110,000
Brochure for the CCI Mitzvah Project, designed by National, has been sent to first 200 Jewish
organizations and schools. To date, NW has been to designated organization of two Mitzvah projects,
prior to the brochure.
2009
Budget
Northwest Region: Jan - March
Special Events
42510 - SANTA PAWS
42540 - GOLF TOURNAMENT
42571 - HUMAN RACE
42572 - SEATTLE EVENT
42574 - SAN JOSE EVENT
42575 - SACRAMENTO EVENT
42576 - SEATTLE MARINERS CALENDAR
42579 - BONE APPETIT
42580 - MISC. SPECIAL EVENTS
42590 - Special Event Expenses
42600 - OUTSIDE SPONSORED SP. EV.
Total Special Events
YTD
2009
YTD
2008
5,000
60,000
35,000
100,000
5,000
0
20,000
200,000
25,000
-2,000
75,000
523,000
-361
0
-180
100
0
134
0
33,702
335
-300
0
33,430
-141
0
-100
0
0
11
1,280
2,385
7,706
-538
0
10,603
Other Local Income
40210 - SOLICITED IND/$100
40211 - BOARD SOLICITATION
40213 - BUSINESS/CORPORATE GIFTS
40216 - ELECTRONIC FUND TRANSFERS
40217 - WEBSITE DONATIONS
40232 - LOCAL DIRECT MAIL PROGRAM
40236 - REGIONAL NEWSLETTER
40239 - UNSOLICITED MAIL GIFTS
40241 - UNITED WAY DONOR OPTION
40249 - MISCELLANEOUS WORKPLACE GIFTS
40250 - LIONS CLUB
40251 - GEN. FED. OF WOMEN'S CLUB
40259 - MISC CLUBS & ORGS.
40700 - FOUNDATIONS/GRANTS
40900 - MISC. CAMPAIGN INCOME
41000 - FEES
46100 - TAXABLE SALES
46500 - Purchase
Total Other Local Income
220,000
20,000
125,000
50,000
62,800
65,000
25,000
12,000
10,000
45,000
60,000
500
30,000
350,000
9,000
18,000
15,000
0
1,117,300
3,050
0
14,078
10,298
3,184
3,090
1,945
2,428
946
10,979
500
60
1,355
48,662
3,848
3,000
4,989
-2,574
109,837
12,183
425
9,067
10,772
4,108
9,916
1,902
2,067
1,264
14,792
350
100
1,825
136,718
6,728
4,500
5,901
-7,095
215,522
Total Locally Generated Income
1,640,300
143,267
226,126
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DATABASE MANAGEMENT & DONOR ACKNOWLEDGEMENT
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Review and enhance all acknowledgement correspondence and appeals
Recruit NW Board for thank you letters/phone calls
Survey PRs, BCs and graduates to find out employer information
January 2009 - April 2009
NW Development Associate, Bonnie McMellon worked with National Donor Database Coordinator
and developed a plan to accurately track board generated activity for Bone Appétit. Additionally, NW
Development Director, Daniel Harris reviewed National Data Entry generated donor
acknowledgments, printed them and mailed them in a timely manner.
NW Board Member, Sharon Beckman, personally designed and wrote a card to all
NW Board Members called all donors over $1,000 to thank them for supporting CCI.
Survey was designed and sent out to all NW Puppy Raisers with a 92% return. All pertinent employer
information obtained is being added into CCI database.
COMMUNITY AWARENESS/PUBLIC RELATIONS
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Collaborate with National Marketing to continue relationships with NWR media
Publicize major events and activities within Region
Send out 2 NW Companion newsletters focusing on regional activities
Continue bi-monthly volunteer orientations and monthly electronic newsletters(e-blasts)
Continue volunteer recognition program and collaborations with SC Volunteer Center
Conduct a minimum of 2 presentations at local corporations
Host donor cultivation/thank you receptions in chapter locales
Monitor Regional and Chapter websites for updates and accuracy
Local media contacts from 3 -5 NW regional newspapers, 2 radio stations
January 2009 - April 2009
Sofia Dumitru and Elaina Hunt joined publicity committee for Bone Appétit and will be working with
Bonnie to develop a multi-level marketing plan increase community awareness of CCI and promote
our annual event.
NW Development working with Angie Jenen, Chair of the Seattle Gala on the design of the Save the
Date card and promotion of the event with local radio and TV appearances.
First 2009 NW Companion was sent to 9304 donors in April
Two Volunteer orientations were conducted, resulting in 35 new volunteers. Four electronic
newsletters were sent out to local NW volunteers. Six volunteers were invited to join the Human Race
and Volunteer Workshop.
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NW Volunteer Coordinator attends monthly Volunteer Managers Roundtable meeting put on by the
Volunteer Center, where she collaborates with other local volunteer coordinators, on how to effectively
manage and motivate campus volunteers.
Four volunteers have been honored for their contributions to the Schulz Campus to date.
The following media contacts were made:
o KNRV Reno- Ms. Lemor Schlomof
o Worked with Daniel Y. Harris to procure a media sponsorship for The North Bay Biz special
philanthropy issue from Exchange Bank.
o Press Democrat- Rayne Wolfe- Re-established relationship
o Elaina Hunt, Summit State Bank Marketing Specialist and Sofia Dumitru of KRUSH Radio - –
Joined publicity committee for Bone Appétit, is working on a promotional opportunity for the
event
o
KTRB AM 860 – Sonoma in Focus talk show, set to tape interview on June 16th
NW staff, Board Members, and Puppy Raisers where on Channel 22, KRCB to answer phones for PBS
auction for 5 hours. CCI signage was displayed, NW ED was interviewed and dogs where spotlighted
throughout the evening. It was a very fun and successful night.
CCI and Corey Hudson were nominated for and won two awards. CCI was selected by the Sonoma
County Board of Supervisors to receive the Jefferson Award and Corey was selected to receive a
Leadership Award under the Quality of Life category by the Santa Rosa Chamber of Commerce.
REGIONAL BOARD
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Board and select community members (including Chapter Presidents) continue working on the
NW 18-month strategic fund development plan.
Insure that NW Board consists of representatives from local banks, media, law firms and
wineries as well as has a good representation of NW region
Conduct a 2-day workshop to insure that NW Board is well-trained and supported to effectively
bring in funds and/or potential donors (corporate and individuals) resulting in a minimum of
$110,000 board-generated funding by the end of 2009
Conduct Regional Board conference calls on a monthly basis with on-site Board meetings to
continue to be held quarterly, in conjunction with graduations.
January 2009 - April 2009
Upon confirmation by the National Board, Jan Alexander, part of a Skilled Companion team from
Bodega Bay, CA will join the NW Board.
Four Board conference calls have occurred along with NW Executive Committee calls. Agenda for the
May 31 - June 1 retreat is being solidified.
Community Awareness & Fund Development Commitments
Betsy
Wendt
Point of Entry at Timber Ridge Retirement Community
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Betsy
Wendt
Betsy
Wendt
Charlie
Krystofiak
Charlie
Krystofiak
Charlie
Krystofiak
Debra
Kiddoo
Debra
Kiddoo
Debra
Kiddoo
Debra
Kiddoo
Irene King
Irene King
Irene King
Irene King
Jill Wright
Jill Wright
Jill Wright
Awareness Event/Fund Raiser at The Big Picture
Assist w/finding sponsors for Puget Sound Auction
Bring in one "heritage" member to CCI
Work with Daniel and help with the Bone Appetite fund raiser in Sept.
Community awareness activities in the San Francisco and Peninsula area: Charitable
Partnerships, Point of entry, and make a miracle happen.
KRCB Fund Raiser
Participate in or raise team for SoCo Human Race
Research Agilent support for in-kind donations and if CCI can be named as recipient for
UW donations
Complete Board Manual
Seattle Mariners PoE for player's wives
Seattle Mariners: fundraiser of calendar or ...
Research wine event (Miracles Uncorked?)
Booth at Health or Dog Shows
Make contacts with clubs/groups to make presentations
Contact Napa Valley CCI connections (donors, graduates, volunteers) and have event eg
picnic for them and a couple of their friends
Continue local volunteering--docent on campus, school presentations, SoCo Fair.
Explore having booth at Napa Valley Events (Farmers Market, etc)
Help the development team in building media contacts
Participate in events with other board members
Meet and greet at graduations
Jon Provost
Jon Provost
Jon Provost
Kathy
Organize car show in El Dorado Hills to benefit CCI
Zastrow
Kathy
PBS telethon
Zastrow
Kathy
Information Booths/Presentations
Zastrow
Create a presence and build interest and commitment to CCI within Veterans’
organizations. Initially, this will include regular visits to the VA Hospital and the
Lin Nelson Veterans’ Guesthouse, attendance at the Wounded Warriors Ability Challenge weeklong events (March 10-14, 2009) at Alpine Meadows (Tahoe City), and an information
table at the Reno Wind Symphony Veteran’s Day concert.
Participate in all Lions Club events at the Reno Rodeo, including the parade and
Lin Nelson
Buckaroo Breakfast. June 18-26, 2009
Work with Daniel, Charlie, and John to systematically pursue a corporate relationship
Lin Nelson
with Sheels Outfitters and Harrahs Resort and Casino in the Reno-Sparks area.
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Lin Nelson
Linda
Cortez
Linda
Cortez
Linda
Cortez
MegMonique
Roe
MegMonique
Roe
MegMonique
Roe
Sharon
Beckman
Sharon
Beckman
Sharon
Beckman
Host a POE event specifically for Directors of nonprofit organizations meeting needs of
persons with disabilities.
Become member of wine advisory committee with focus on So Bay (Fremont->Santa
Cruz); recruit local volunteers to make direct contact with wineries, research local
winery events that CCI could participate in.
Cultivate relationship with new local Lions trustee and work to add more LP CCI
chapters by providing speakers for meetings
Cultivate potential major donor that I have already identified
Investigate Kaiser Permanente's cost sharing for volunteers and try to find other KP
volunteers
Participate in Human Race in Contra Costa County
Cornell Alumni Association, San Francisco--do a presentation to the group to raise
awareness
Partner with Staff in a in-person cultivation or ask
Host/Accompany a corporate sponsor to an event
Research Health/Service Fairs to host CCI booth. Work with Krista to man it.
STAFFING AND ADMINISTRATION
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Meet with Development Director every other week
Conduct weekly meetings with Development and Administrative support staff
Conduct quarterly NW all-staff meetings
Insure that all NW employees are evaluated in a timely manner
Encourage and support staff’s efforts to assist in fund development and marketing goals –
including Human Race, presentations, Bone Appétit and Point of Entry events
Attend weekly meetings with instructors
Route newsletters, appeals, mailings through National office
Assess Pledge Maker and Auction Pay usage and training
Continue monthly reporting system
Identify ways to reinforce Resolution Skills training
Participate on the GPTW committee
January 2009 - April 2009
Weekly meetings with Development Director are now targeting mainly on major donor cultivation.
One hour is set aside to include Development Associate for updates on NW events, newsletter and
graduations.
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“Crossing the Courtyard” meetings began in March. These monthly meetings have a representative
from each department and give everyone a chance to problem-solve and share best practices. ED is
facilitating the meetings and incorporating resolution training as well as weaving in some issues noted
in our last “Great Places to Work” survey.
ED has attended 2 Resolution Skills committee meetings and 2 Great Places to Work committee
meetings.
ED has meet with all 30 NW employees during the month of April and found it to be very informative.
All staff were asked to list 1 - 3 positives about their jobs and ideas that make them more successful or
feel more supported. They were also asked if they had suggestions or thoughts about communication
and/or trust issues.
The conversations were very open and genuine. A lot of great ideas were put on the table and areas of
concern were freely discussed. The only thing that might have made the process even better was if the
meetings were done away from the employee evaluation timeframe. Next year the meetings will be
held sometime between November and December.
ED facilitated 2 NW CCI All-staff meetings which continue to be well-attended, very informative and
provide a wonderful format to disseminate information and problem-solve.
NORTHWEST CHAPTERS
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Insure that NW Chapters have a clear understanding of their roles and responsibilities as
detailed in the CCI Chapter manual.
Working with Chapter Presidents, create a budget and development plan for each chapter
Provide support with invitations and corporate sponsorships to increase financial revenue from
local Chapters
Contact Chapter Presidents monthly and attend all major events
January 2009 - April 2009
ED has held 4 monthly conference calls with NW Chapter Presidents. Gold Rush Chapter recently held
elections and now has new officers. Puget Sound, East Bay and Cascade are now all in compliance
with CCI Chapter Manual guidelines.
All Chapter Presidents with attend the NW Board Of Directors 2-day workshop and have worked on
their agenda items for their Chapter breakout session. Using the same strategic planning process that
the NW Board went through, Chapters will be solidifying an 18-month development/awareness plan
for each of their areas. Results of the NW Puppy Raiser survey, including raw data and outcome report
will be reviewed with Presidents before final report will be released to all PRs the following week.
NW Development staff is working with Puget Sound Chapter to enhance revenue from their Seattle
Gala. Save the date cards have been produced and corporate sponsors have and will continue to be
recruited.
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