MEMO

To: Board of Directors From: Patrick Madden, Executive Director Date: March 6, 2017 Subject: December - March Staff Update

OVERVIEW In addition to the preparations for the upcoming capital campaign presentation, there are a number of interesting outreach efforts underway:

Remembering Vietnam - Thank you to all of our board members who have helped us meet Larry O’Brien’s challenge! This was a big boost toward meeting our overall fundraising goal.

In February, Patrick and Chris presented the Vietnam exhibition and initiative to The Military Coalition. This is a group of 30 military and veterans groups. There was broad interest and positive response to the content of the show and our research to help spread the word. These groups represent millions of veterans and military families. We hope this is a terrific start to these partnerships over the course of the exhibition.

The Vietnam Honorary Committee has become a very useful tool for engaging high profile individuals, Members of Congress, and institutions who care deeply about this topic. The full list of the current committee is below.

Government Historians/Journalists Senator Max Cleland (Ret) Michael Beschloss Congressman Paul Cook (CA-08) Ken Burns Senator Tammy Duckworth (IL) Joseph L. Galloway Congresswoman Tulsi Gabbard (HI-02) Dr. Ronald Spector Congresswoman Kay Granger (TX-12) Mark Updegrove Honorable Chuck Hagel Congressman Sam Johnson (TX-03) Institutions Senator Bob Kerrey (Ret) Association of the United States Army Senator John McCain (AZ) Rolling Thunder® Inc. National Honorable Colin L. Powell Veterans of Foreign Wars Senator Larry Pressler (Ret) Vietnam Veterans Memorial Fund Honorable Tom Ridge Vietnam Veterans of America Senator Charles S. Robb (Ret) Honorable Eric K. Shinseki Military Maj Elizabeth Allen, PhD, RN, ANC, Ret Cdr Everett Alvarez, Jr., USN, Ret LTG Dana Atkins, USAF, Ret Military cont’d Sgt Maj Donna A. Lowery, USA, Ret Gen Charles G. Boyd, USAF, Ret Gen Barry McCaffrey, USA, Ret MG Patrick Henry Brady, USA, Ret Harold “Hal” Moore, Jr., LTG, USA (In Capt David A. Christian, USA, Ret Memoriam) Adm Thomas B. Fargo, USN, Ret Gen Richard B. Myers, USAF, Ret Col Wesley L. Fox, USMC, Ret Adm Robert J. Natter, USN, Ret 1LT Diane Carlson Evans, RN, ANC, Ret Capt J. Charles Plumb, USN, Ret Col Stuart A. Herrington, USA, Ret LTC Jennifer N. Pritzker, USA, Ret MG James T. Jackson, USA, Ret Gen Gordon R. Sullivan, USA, Ret Gen James L. Jones, USMC, Ret LTC James H. Willbanks, PhD, USA, Ret LTG Claude M. Kicklighter, USA, Ret Gen Tony Zinni, USMC, Ret

Many of these individuals will attend events, participate as speakers on public programs, and more broadly be ambassadors for the Archives and this exhibition.

Ronald Reagan Presidential Library - The director of the RRPL approached NAF about assisting the library with its Situation Room Experience. This “experience” is a hands-on activity in the RRPL museum that uses physical artifacts from the White House Situation Room in combination with a real-world crisis: the president has been shot. The activity - designed for students and school groups - has enjoyed tremendous success and appeal from schools. The RRPL would like NAF to serve as a fiscal agent for the development of some new elements for the experience. NAF would receive an administrative fee for its help. If this collaboration goes smoothly, there could be the possibility of moving $1.5-$2.5M to NAF as an endowment for this project and some funds for related activities the library is still developing. This partnership will be discussed during the meeting.

History Leaders Coalition - Patrick has been representing NAF in group of history museums and historic sites that are looking to develop a public awareness campaign for history institutions. He attended planning meetings at the NY Historical Society and the National Museum of American History. Following those meetings, NAF was asked to serve on the group’s Steering Committee with Monticello, NY Historical Society, National Museum of American History, the Heinz Center, and Atlanta History Center. There is a group of about 30 other organizations that make up a broader executive committee for the project. One of the main questions the group is discussing is focused on the 250th anniversary of the country: What is our “history moonshot” for 2026? How do we want the public to think about and value history institutions and their holdings when we get to the anniversary. This coalition is very much at the beginning stages, however it has the potential to raise NAF’s profile as we consider our national capital campaign.

Bill & Melinda Gates Foundation - Patrick visited with staff from the Gates Foundation, the Gates Archive, and the private family office of Melinda Gates. The meetings provided a broad overview of NAF’s activities and priorities. From the initial feedback, there is an interest in working with NAF on the upcoming women’s rights exhibition.

Social Capital Conference - Jordan and Patrick attended this DC-based conference on nonprofit sponsorship and corporate philanthropy. In addition to the networking among peers the conference provided a range of examples, best practices, and addressed the changing strategies needed for engaging corporations. FUNDRAISING

Digitization In late February, NARA publically launched the Remembering WWI app on iTunes, created with funds received via our first grant from the anonymous donor. It can be found here: https://itunes.apple.com/us/app/remembering-wwi/id1153610517?mt=8. Thanks to these funds, NARA was able to preserve, digitize, and add to the catalog thousands of photos and film assets from WWI and WWII over the past three years. Working with input from groups of teachers, coders, and others, NARA staff and contractor Historypin (https://www.historypin.org) created this new resource for students, educators, and the general public interested in a compiled treasure trove of WWI materials which can be organized by location, battle, timeline, and more.

NARA has also begun initial work on the digitization of Treasure Vault materials which is being enabled by the second $1.65M grant from the anonymous donor. With a conservator and digitization specialists in place, staff will soon chart an overall plan for the preservation and digitization of an array of the varied records within this special Vault.

Corporate Council The Corporate Council program is the sole vehicle through which NAF can engage local or national corporations outside of specific exhibits or smaller programmatic themes. We feel it is crucial to keep this avenue open to encourage continued engagement with NAF, even if the annual exhibit or program subjects do not appeal to or fit into the priorities of a company at a given time.

In corporate meetings this year, staff has offered a menu of opportunities - from exhibit sponsorship to July 4th, the Gala or Corporate Council - rather than pitch Corporate Council exclusively. This approach has helped us to better identify the programs and benefits that resonate with potential donors, allowing us to course-correct in real time, and resulting in increased awareness of and interest in other programming or exhibit-specific opportunities. The overall strategy is always to put ourselves in front of more prospects. To that end, the Development staff has worked hard to present to as many new corporations as possible over the past few months, meeting or speaking with: UPS, Altria, AARP, Toyota, PEPCO, Honeywell, Bank of America, Ford Motor, and UnitedHealth Group to name a few.

Two significant challenges have risen to the surface in the course of recent interactions with prospects: ● Board Composition: As noted by several recent prospects, our Board, while distinguished, does not include active corporate executive leadership whose participation in our programs could encourage other c-suite executives to join. In addition to limited peer-to-peer solicitation, a regular presence by corporate leadership at our events would encourage greater engagement with our program by members. This strategy has been successfully used by the Kennedy Center, Smithsonian, and other institutions. ● Events must also present a connection to Capitol Hill or other business leaders: At present, one of our main benefits are invitations to exclusive NAF events, but we have received internal and external feedback that government affairs offices are invited to more events than they (or their staff) could possibly attend, and as such, only those events that could also be classified as useful to their work warrant consideration (i.e. if members of Congress or the administration, or industry leads, are present.)

To address these concerns, we are hopeful to welcome additional corporate Board members in the future, and in the meantime, staff is taking a more active role in the engagement of Members of Congress in an attempt to attract more Members to our events as participants or guests. We have also annualized the Congressional Open House each summer, which has already been an attractor for corporate members and sponsors.

Budget Projection for FY17 ($155,000) FY17 YTD ($30,000)

Renewals New Members Renewals New Anticipated Members Renewals

$15k 7 3 2 0 4 Level

$5K Level 1 0 1 0 0

Current Corporate Council Members: Bronze Level ($5,000) ● History Associates Incorporated ● Florida House* ● GEICO Silver Level ($15,000) ● American Apparel & Footwear Association* ● BMO Financial Group* ● First American Title Insurance Company* ● The Home Depot ● International Paper ● Mars, Incorporated ● Procter & Gamble ● Texas Instruments ● UnitedHealth Group Gold Level ($25,000) ● AARP (expected this month as Vietnam sponsorship benefit)

*members joined in FY16 exclusively to host an event

Exhibitions Remembering Vietnam FY2017 Goal: $565,000. Raised year to date: $450,591 (Our Goal for the full initiative is $750,000 and we have raised a total of $667,591 toward that goal so far)

Since our last report, we are pleased to share that several of your fellow board members have stepped up to help fund the exhibition, most notably Larry O’Brien who contributed $100,000 and issued a matching challenge for an additional $50,000. The Maris S. Cuneo Foundation and the Eliasberg Family Foundation have also contributed $50,000 each recently, and Jacqueline B. Mars has made a generous personal gift, as well. Responding to Larry’s challenge, we’ve received gifts and pledges totaling $50,591 (so far) from: Bess & Tyler Abell ($15,000), Honey Alexander ($5,000), A’Lelia Bundles ($1,091), Bitsey Folger ($5,000), Fay Hartog-Levin ($5,000), Ken Lore ($5,000), Lucinda Robb ($1,500), Deborah Ratner Salzberg ($1,000), Albert Small ($5,000), Ross Swimmer ($1,000), Linda Watters ($5,000 from John Hancock), and John Zentay ($1,000).

To date we have transferred $286,125 for this exhibit and initiative to the Trust Fund and will be transferring an additional $185,000 later in March. Our overall goal (for the entire project from FY2015 until FY2018) is to raise and spend $750,000 (which includes the Foundation’s marketing and staff costs).

Therefore, we still need to raise at least $82,409 to meet the project’s overall budget goal.

As of now, our most promising prospects are presently AARP (which is considering a $75,000 sponsorship gift), Comcast, Polaris/Indian Motorcycle, and Tawani Foundation (for an additional gift). Our other current, active prospects include: Army Women’s Foundation (to whom we have submitted a proposal for a $5,000 grant with a decision expected in March/April 2017), Embassy of Vietnam, GM (General Motors), Huntington Ingalls, L-3 Communications, Marathon Oil, Robert R. McCormick Foundation, National Defense Industrial Assn. (NDIA), Northrop Grumman, Sealed Air Corporation, Under Armour, and USAA.

To date, our proposals have been reviewed, but ultimately rejected by the following (or we have determined that they would not fund): Alcoa, Altria, American Express, Anheuser Busch InBev, AT&T, BAE Systems, Bank of America, Bechtel Corporation, Bell Helicopter/Textron, Boeing, Alan Buckelew (of Carnival Corp), CGI, Harlan Crow, Tom Dent, DRS Technologies, DynCorp International, John S. Dyson, Fiat Chrysler Automotive (Jeep), Fluor Corp., Ford Motor, GEICO, General Dynamics, General Electric, Joe Grano, Jr. (of Centurion Holdings), Joe Haldeman (who was supportive, but no funding), Halliburton, Harley-Davidson, Inc., Hewlett Packard Enterprise (HPE), Peter M. Holt (HOLT CAT), Home Depot, Honeywell, John Deere, Johnson Controls, Johnson & Johnson, KBR, Richard Kinder (of Kinder Morgan), Leidos, Lockheed Martin, Robert J. Myers (formerly Chairman of Casey's General Store), Gen. Michael J. Nardotti (of Squier Patton Boggs, LLP), National Endowment for the Humanities (NEH), Craig Newmark, Bob Parsons (of YAM Worldwide), Pentagon Federal Credit Union (and Foundation), Perot Family Foundation, Pratt & Whitney, Raytheon, Chuck & Lynda Johnson Robb, Securitas, Siemens, Gary Sinise Foundation, Oliver Stone, Texas Instruments, David Tran (of Huy Fong Foods) Robert B. Uhler, UPS, Walgreens Boots Alliance, WestRock, and Walmart.

We also continue to identify, research, and engage other prospects on a continuous basis. Of course, we welcome your advice and assistance and want to give a special thanks, again, to Tyler Abell (and especially his son, Lyndon), Honey Alexander, Peter Cuneo, and Larry O’Brien for their help identifying and contacting prospects.

We are also continuing to pursue partnerships (to enhance the exhibit and better appeal to funders) and are pleased to announce that since our last report, the Association of the United States Army, Veterans of Foreign Wars, and Vietnam Veterans of America have agreed to join us as programming and/or promotional partners, alongside Rolling Thunder, Inc.and Vietnam Veterans Memorial Fund. Beyond partnerships, our Honorary Committee (which is still in formation) has continued to expand and now includes Senator John McCain (AZ), Senator Tammy Duckworth (IL), Representative Sam Johnson (TX-03), Representative Paul Cook (CA- 08), Representative Kay Granger (TX-12), Honorable Colin Powell, Honorable Chuck Hagel, Honorable Tom Ridge, Gen. Richard B. Myers (USAF, Ret.), Adm. Thomas B. Fargo (USN, Ret.), Gen. Gordon R. Sullivan (USA, Ret.), Gen Charles G. Boyd (USAF, Ret.), and Gen. Tony Zinni, (USMC, Ret.), to mention a few.

Lastly, we are pleased to share that the exhibit is now scheduled to open on Friday, November 10, 2017 (Veteran’s Day, observed) and will also be extended a few months, closing in early 2019 (actual close date still to be determined).

Museum Activities July 4th FY2017 Goal: $140,000. Raised year to date: $86,000 Our thanks again to John Hancock and Dykema who have already joined us for the 2017 celebration! We are actively in pursuit of new sponsors to help us close the gap in funding now that NAF covers the majority of expenses for the day.

To that end, we have prepared new materials and have an array of new recognition and engagement benefits for potential partners, including 5 weeks of recognition on our National Archives Store tent on Constitution Avenue and logo inclusion on brand new t-shirts. We are also revamping our sponsor/VIP viewing area to allow for a more festive experience for adults. Staff has already begun outreach to a number of organizations, and will increase our efforts over the coming weeks.

Gala 2017 We are anxious to begin active fundraising for our 2017 Gala as soon as we have confirmation of our honoree. To that end, we have materials and an outreach plan ready to go, and we are hopeful that the success of last year’s event will help to attract repeat supporters this year. As always, we welcome suggestions for outreach (and sponsorship) from members of our Board.

Education + Public Programs Theater Program Highlights: We were thrilled by the response to our 10th annual McGowan Forum on Women in Leadership in December, which featured women in political campaigns, including Karen Dunn, attorney and primary debate prep coach for Hillary Clinton; Sara Fagen, Republican strategist; Kristen Soltis Anderson, Republican strategist, author, and one of ELLE’s 2016 “Most Compelling Women in Washington;” and Margie Omero, Democratic strategist, and—with Anderson—co-host of the popular podcast, The Pollsters. Our thanks go out to Cokie Roberts, who expertly moderated the panel. The program was sold out, and hundreds more have viewed it online since it aired.

We are also gearing up for our first ever McGowan Forum on Ethics in Leadership - something so important to Bill McGowan. This new annual program will begin by focusing on Ethics in Journalism, something so relevant today, on March 29. The program—which has already sold out with a waiting list—will feature Craig Newmark, founder of craigslist who recently donated $1m to Poynter to combat fake news; Nick Lemann, Dean Emeritus of Columbia’s Journalism School; Amy Hollyfield, deputy managing editor of Tampa Bay Times and Politifact.org; and Jay Cost, senior writer for The Weekly Standard. We anticipate an energetic and engaging conversation, and encourage all to attend or tune in online.

Board Dues FY2017 Goal: $287,500. Raised year to date: $220,806.78 As you know, the National Archives Foundation depends on the generous donations of our board members to meet its operations and programming goals. Each year board members are asked to make a $10,000 contribution to the Foundation by December 31 to help the Foundation meet its cash-flow needs. Thank you to the following who have made contributions towards their annual board dues! Honey Alexander Ken Lore Jim Blanchard Jacquie Mars A’Lelia Bundles Molly Moynihan Ken Burns Larry O’Brien Jim Cicconi Soledad O’Brien Peter Cuneo Bruce Ramer Bitsey Folger Lucinda Robb Stephen Gates Cokie Roberts Fruzsina Harsanyi Deborah Salzberg Sharron Hunt Ross Swimmer Mary Lynn Kotz Marvin Weissberg Fay Hartog Levin John Zentay

Also a special thanks to the following board members who have given gifts beyond their board dues! Honey Alexander Bitsey Folger A’Lelia Bundles Marilynn Wood Hill Peter Cuneo (Maris S. Cuneo Ken Lore Foundation) Jacquie Mars Richard Eliasberg Molly Moynihan (Perkins Coie) Larry O’Brien Ross Swimmer Deborah Salzberg Linda Watters (John Hancock) Albert Small John Zentay Should you have any questions regarding your board dues or if you wish to make your contribution by credit card, please feel free to contact Laura Giroux at 202.357.7473 or via email at [email protected]

Signers Circle FY2016 Goal: $70,000. Raised year to date: $50,000 We welcomed one new member to Signers Circle already this quarter, philanthropist and local business woman Lola Reisch!

Current Signers Circle Members (23 Members) Bruce and Louise Anderson-Dana David and Pat H. Jernigan Gabriella Angeloni Maarja Krusten James and Linda Beers Merrill Family Foundation James A. and Llewellyn W. Joel Picket Bensfield Lola C. Reinsch Patrick and Natalie Hallahan Steven Rose Peter Brigham and Shannon Hill Daniel Sherman Crown Family Philanthropies Maureen Sullivan and Jack Siggins David and Megan Don Robert N. Snyder William and Michele Farquhar John Todd Denise Ferguson Jennifer Warren Michael Hyatt Tom Wheeler

Upcoming Signers Circle Events ● March 29 - McGowan Forum on Ethics in Journalism ● April TBD - Archives II Tour and Breakfast in College Park ● June 12 - Dinner with Ken Burns and Preview Conversation on The Vietnam War. ● July 4 - Promise of America Breakfast and readings on the National ARchives’ portico. ● September TBD - Document viewing and lunch in the Archivist’s Reception Room ● October TBD - Gala and Records of Achievement Award ● November TBD - Remembering Vietnam exhibit preview and lunch with the curator

As always, board members in good standing receive full Signers Circle benefits for being the Foundation’s most enthusiastic advocates. We hope to see you at all of the upcoming Signers Circle events!

Annual Membership FY2017 Goal: $128,000. Raised year to date: $57,419 This chart shows how membership revenue has grown over the past six years, comparing membership revenue raised between October 1 – February 28 each year. Over the past year we have we placed a lot of emphasis on encouraging current donors and members to make larger gifts to the Foundation. In fact, in fiscal year 2016 we had 58 individuals upgrade their memberships. This has allowed us to focus on donor stewardship and identify capital campaign prospects. It is anticipated that 2017 membership revenue will be ahead of where it was at the close of the second quarter in 2016.

Where do our members live? We have members in 46 states and the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. We currently do not have members in North Dakota, South Dakota, Wyoming, or Montana.

Total number of members As of February 28: 1,247 members.

What are our most popular membership levels?

Membership and Individual Giving Campaigns AMPAS Recruitment Beginning in 2015, we’ve used the National Archives’ annual screenings of the Academy Award nominated documentaries and shorts as an opportunity to recruit new members and bring former members back to the Foundation.

Fiscal Year New Rejoin YFS Total

2017 16 11 6 33

2016 9 2 10 21

2015 9 1 1 11

Year-End Campaign Each year the Archives conducts a direct-mail and email campaign to encourage year-end memberships. In the past we have solely focused on collecting membership revenue. For fiscal year 2017 we also asked current members to make a gift beyond membership.

Fiscal Add'l Year New Rejoin Gift Total

2017 34 41 45 120

2016 16 9 10 35

2015 41 21 0 62

Upcoming FY2017 Campaigns ● Get into the museum “Pronto.” Last year’s effort to get individuals to purchase membership while they waited in line over the July 4th weekend to enter the museum was very successful. Nearly 30 memberships were purchased online or in the Shop tent through this campaign. We will expand the timeframe of this to match the extended timeframe that the shop tent is open. ● The Real Rosies. In March we will launch a campaign that focuses on the stories of women who played leading roles in helping in the WW2 war effort. ● Derek Brown and Tasting Panel Recruitment. We will attempt to encourage membership to the Foundation by bundling the upcoming Derek Brown seminars and the summer Tasting Panel with membership. This strategy has worked in the past so we hope to replicate some of that success. ● July 4th. We will roll-out a large membership campaign to coincide with the July 4th celebrations including direct-mail, email, and social media campaigns ● Upgrade your Membership. We will test two membership “upgrade” campaigns. We will ask our $500 Jefferson level members to upgrade to $1,000 Washington level members so they can attend the 4th of July celebrations. We will ask our $1,000 members to upgrade to the $5,000 Signers Circle level so they may attend the 2017 Gala. ● Ongoing Social Media and Quiz List Building. We will continue to work with NAF’s communications team to to build our lists using social media and online quizzes.

Young Founders Society (YFS) FY 2017 Goal: $5,000. Raised year to date: $1,810 YFS held its first event under its new structure late last year. Nearly 40 YFS members gathered at China Chilcano for an election-themed happy hour and to compete in election-themed trivia.

YFS’s success continued in February with the opening night reception and screening of Academy Award Nominated Film I Am Not Your Negro. 40 returning and 6 new YFS members joined Signers Circle and Washington-level members for a movie themed reception that included fun food, drinks and games.

In total, we have welcomed eight new YFS members to the Foundation this quarter.

We will continue our YFS program with a historic cooking class in the spring, the annual Documents & Drinks event this summer, and trivia in the fall.

Total Number of YFS members As of February 28, 2017: 84 members

Where do our YFS members live? 95% of YFS members live in DC/MD/VA.

MARKETING AND COMMUNICATIONS Amending America Following the first four National Conversations on Rights and Justice in 2016, we are looking forward to the final two conversations this spring. Interest has been high in the conversation on “Educational Access and Equity” at the Perot Museum of Nature and Science in Dallas. In addition to a quickly filling house in Dallas, nearly 200 people have registered to watch the livestream on our engage platform.

McGowan Forums The 10th annual McGowan Forum on Women in Leadership: Political Campaigns was a resounding success. Nearly a hundred people on our digital engage platform joined a full house in the McGowan Theater to see the program live. Several hundred more have since watched the program on the National Archives’ YouTube channel.

The inaugural McGowan Forum on Ethics in Leadership: Ethics in Journalism was sold out within two days of our announcement! We have a strong wait list started, and more than a hundred of people interested in watching the livestream, with more signing up daily.

Oscar-Nominated Film Showcase In its 13th year, the National Archives’ annual showcase of Oscar-nominated documentaries and short films is as popular as ever! These screenings bring hundreds of people to the Archives for the first time. Through our registration and waitlist process, they have the opportunity to sign up for our newsletter and continue to engage with the Archives long after the event ends. This year, nearly a thousand new names have been added to our database, with many of them signing up for our newsletter.

Sleepover The National Archives sleepover continues to be extremely popular! At the eighth sleepover in February, we had a record-setting 115 kids and parents spend the night in the Rotunda, next to our nation’s founding documents. Included in that group was blogger Jamie Greene and his daughter Zoey. Jamie runs two blogs, GeekDad and The Roarbots, and shared his experience throughout the evening on social media, then posted two enthusiastic reviews on his sites the following week. In addition, we had two television stations cover the event: WDCW recorded a segment for its nightly news broadcast, and WUSA broadcast live from the Archives in the morning. In total, the sleepover received more than 5 million media impressions.

SHOP AND ESTORE

Campaign Cost Projections

Projected Expenses Budget Budget Budget Budget Aggregate FY2017 FY2018 FY2019 FY2020 Total Campaign Office and Supplies (9 months) Supplies, staionery $3,000 $5,000 $7,500 $10,000 $25,500 Postage $2,500 $5,000 $5,000 $5,000 $17,500 Letterhead and envelopes $2,000 $2,500 $4,000 $5,000 $13,500 Sub-Total: $7,500 $12,500 $16,500 $20,000 $56,500 Promotion, Marketing and Awareness Brochures $25,000 $50,000 $60,000 $75,000 $210,000 Direct mail (design, production) $10,000 $30,000 $40,000 $50,000 $130,000 Event invitations $10,000 $20,000 $20,000 $25,000 $75,000 Campaign website, social media $10,000 $25,000 $30,000 $30,000 $95,000 Donor recognition/branding materials $10,000 $50,000 $50,000 $50,000 $160,000 Public relations $25,000 $75,000 $100,000 $100,000 $300,000 Campaign public kickoff $0 $100,000 $100,000 $0 $200,000 Photography/graphic design/logo design $10,000 $15,000 $15,000 $15,000 $55,000 Case statement (design, production) $5,000 $2,500 $2,500 $0 $10,000 Prospect and volunteer campaign newsletter $3,000 $10,000 $10,000 $10,000 $33,000 Campaign Video/App $20,000 $75,000 $100,000 $100,000 $295,000 Sub-Total: $128,000 $452,500 $527,500 $455,000 $1,563,000 Campaign Committee(s) Committee Meetings - room, food, rental, staff $10,000 $20,000 $25,000 $25,000 $80,000 Volunteer training sessions/events $1,000 $2,000 $2,000 $1,000 $6,000 Campaign celebration(s) $10,000 $25,000 $25,000 $50,000 $110,000 Sub-Total: $21,000 $47,000 $52,000 $76,000 $196,000 Incremental Development Office Personnel Senior Campaign Director (Campaign Lead) $50,000 $175,000 $180,000 $190,000 $595,000 Campaign Major Gifts Officer (MGO) $0 $120,000 $125,000 $135,000 $380,000 Campaign Coordinator - admin/DB/research $0 $35,000 $37,500 $40,000 $112,500 Staff training $5,000 $5,000 $3,000 $1,500 $14,500 Sub-Total: $55,000 $335,000 $345,500 $366,500 $1,102,000 Foundation Staff Allocated %/$ to Campaign Budget Sub-Total: optional/TBD TBD Campaign Counsel Sub-Total: $100,000 $150,000 $50,000 $25,000 $325,000 Wealth Screening / Prospect Research Prospect research, profiles $10,000 $20,000 $20,000 $10,000 $60,000 Wealth screening $3,000 $2,000 $2,000 $2,000 $9,000 Sub-Total: $13,000 $22,000 $22,000 $12,000 $69,000 Travel Sub-Total: $15,000 $25,000 $25,000 $25,000 $90,000 Campaign Cultivation (Events, Receptions, Meetings) Informational social events $15,000 $25,000 $50,000 $50,000 $140,000 Cultivation events $25,000 $75,000 $100,000 $75,000 $275,000 Sub-Total: $40,000 $100,000 $150,000 $125,000 $415,000 Enhanced Planned Giving Program Materials, Mailings $5,000 $5,000 $5,000 $5,000 $20,000 Website design, planning & maintenance $5,000 $3,000 $3,000 $3,000 $14,000 Contract consultants $15,000 $15,000 $5,000 $5,000 $40,000 Sub-Total: $25,000 $23,000 $13,000 $13,000 $74,000 Volunteer and Donor Recognition Momentos, themed and logoed items $5,000 $10,000 $10,000 $10,000 $35,000 Small recognition luncheons, events $5,000 $5,000 $10,000 $10,000 $30,000 Sub-Total: $10,000 $15,000 $20,000 $20,000 $65,000 Contingency (5%) Sub-Total: $20,725 $51,600 $58,575 $55,625 $186,525

Total Projected Expenses $435,225 $1,233,600 $1,280,075 $1,193,125 $4,142,025 Campaign Expenses as % of Campaign Goal (Note: Industry standards for campaign expenses are a range 3-8% of goal) 4.1%