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Brian J. Fair Associates
Fundraising, Marketing & Planning
for Museums & Non-Profits
(206) 446-8051 • bjfassociates@gmail.com • 330 W. Brambleton Ave., Ste. 608 • Norfolk, VA 23510
2
Why
Choose
BJFA?
Holistic Approach – Non-Profits are
Greater than Their Parts
Non-profits often segment areas of planning:
fundraising, board development, marketing,
strategic planning and building or expansion
planning. Anyone who has worked in a 501(c)3
can say success is often dependent upon inte-
gration of these areas. All aspects of are con-
nected: the success of one area depends upon
the success of another. Each of these areas are
connected. And underlying everything should
be a robust, successful fundraising program.
Brian J. Fair Associates (BJFA) takes a holistic
approach to consulting, utilizing more than
a 15 years of experience in all aspects of the
industry, to provide the best possible outcome
for our clients.
By offering clients a “big picture” approach,
we seek to empower non-profits and museums
to efficiently achieve their mission, raise funds
or capital more effectively and unify future
plans with their core values. We want not
just to help you succeed, but to help you tell
unique story that you are passionate about.
BJFA offers fundraising, marketing
and strategic planning services from a
comprehensive framework of experience and
knowledge. We can provide a framework of
unified services that can save your organization
time, money, and produce an outcome closely
tied to your vision. We can create teams of
specialized non-profit professionals to work
with clients to better serve their needs.
Extensive Non-Profit and
Fundraising Experience
Before opening his firm, Brian served
for nearly six years as the Director of
Development of a campus of museums that
included a science museum, historic WWII
Battleship (the USS Wisconsin), Navy
museum, and special event venues. After
implementing a comprehensive fundraising
plan, the institution saw its donated income
grow more than 900 percent over 5 years.
From corporate donations, individual gifts,
grants and foundations, to memberships, BJFA
has experience in planning and implementing
successful fundraising strategies for all types
of donated income.
We have success securing gifts from national
corporations, such as Maersk Line Ltd.,
Lockheed-Martin, and Supervalu, Inc. We have
written successful six-figure grant proposals
to IMLS (Institute of Museum and Library
Sciences) and NOAA (National Oceanic and
Atmospheric Administration). Perhaps most
importantly, we have established a successful
track record for cultivating and receiving
commitments from individual donors of high
net worth.
We have served as counsel for many types
of non-profits,. Clients include organizations
focused on human services, the arts, education
and and the environment. We have experience
creating policies and procedures for start-
up organizations, performed fundraising
department audits for more established
3
programs, and created strategic and fundraising
plans for non-profits of all sizes.
“Inside Out” Approach
To key aspects drive successful museums:
Planning and People. The basis of successful
fundraising and planning is forging beneficial
relationships with people, starting with
your closest and most committed group
of supporters on your Board of Directors.
Keeping this in mind, we help organizations
create and implement strategies to increase
public awareness and participation from
the “inside out,” beginning with a strong,
committed board. Once this is established,
public participation – and funding – will
increase.
We Don’t Just Plan, We Raise Money
and Implement Our Plans
After the planning is done, our job is not.
Many consultants consider their role to be
strictly advisory. While we train key museum
staff and Board on best–practices in personal
solicitation, we assist in the planning,
scripting and implementation of fundraising
presentations to donors. The ability to open
and close a meeting with a donor with a gift
commitment is the most important skill in
fundraising. We take part in solicitations if
desired, to ensure the best possible outcome for
the organization.
We are committed to providing detailed work
schedules to assist our clients in implementing
our Fundraising and Strategic Plans.
Comprehensive planning takes time and effort.
Why settle for a plan that “sits on the shelf”
when BJFA can provide you clear work plans
for implementation?
Knowledge of the Field
From solicitation, to Board training, to
program development, to planning for a new
facility or expansion, BJFA’s clients receive
a wide depth and breadth of experience in
planning and fundraising skills that sets us
apart from other consultants.
Through our experience, we can give clients
a sense of the benchmarks for professional
success employed by the leading institutions
in the U.S. We can offer data from comparable
institutions in terms of policy, fundraising
results, operations, staffing needs and budgets.
Small Firm, Personal Attention,
Competitive Fees
Our small size allows clients to get personal,
hands-on attention. Unlike a large firm,
your project will never be assigned to junior
associates.
Fundraising
Marketin
Strategic
Planning
Program
Above is a visual representation of how all aspects of a
non-profit are connected. Each area dependents on the
success of another and connected to create the whole.
4
Brian is the only consultant, and is involved on
a daily basis with every client and project. In
a world full of rushed service and consultants
who bill by the hour, a daily approach allows
for the development of a long-term, successful
relationship between advisor and client.
5
Services Available
Our services are divided into four key areas:
•	 Fundraising
•	 Marketing
•	 Strategic Planning
•	 Building Expansion/New Museum Planning.
We customize our solutions to your needs in a variety of formats and fee structures. Many of the
following options will result in a formal report done for a fixed cost. Others are more suitable for
working on an ad-hoc consultation basis, billing per diem.
By offering these interconnected services, we can help you with your needs, be it big or small.
Our goal is to offer a big picture approach, and keep an open mind when responding to your
needs.
Fundraising Services
By providing ongoing assistance in planning, implementing, and evaluating your fundraising
efforts, BJFA seeks to increase a non-profits fundraising capacity and results, while organizing
your internal structure to support current and future success. The organization is the driving
force behind our guidance; there are no “cookie cutter” approaches. Based upon our more than
15 years of experience raising funds for non-profit organizations of various sizes and scopes, we
provide:
On-Site Development Counsel (weekly or monthly)
Development Office Audit
Fundraising Feasibility Study
Grant Writing and Research
Board Development and Training
Formats can be customized for hour, half-day, or full-day trainings. All training sessions include
the development of specialized curricula for your non-profit to accompany the training. The most
popular topics include:
Fundraising Has Nothing to Do With Money. Yes, you read that correctly! This training explores
the fascinating world of donor psychology and how institutions can use proven techniques to
gain a prospect’s commitment – be it emotional, social, or financial. Boards will come away with
6
a clearer understanding of the process of “development” and why relationship-building is the key
to funding success.
•	 The Art of “The Ask.” BJFA uses role-playing exercises and examples to demystify
the process of making “the ask” of your prospects. By understanding how to overcome
objections, script donor appointments, and use the power of influence, participants will
come away with a set of skills they can put to use immediately in raising funds.
•	 It’s Not About You, It’s About Them. Learn about the importance of creating a “donor
focused” organization to create long-lasting relationships that will benefit your museum
for years to come. Examples of donor development plans are given, along with an
in-depth discussion of what is “development” compared to “fundraising.” Includes
brainstorming sessions about how your museum can capitalize on its unique set of
opportunities to further connect with donors.
Marketing Services
Legendary marketing expert Peter Drucker once wrote, “Because the purpose of business is to
create a customer, the business enterprise has two — and only two — basic functions: marketing
and innovation.” Replace “customer” with “donor” and this translates into an effective rule for
museums and non-profits.
Marketing Audit
Media Relations Planning and Outreach utilizes our years of experience in public relations to
obtain positive press coverage for your organization and its programs. We have achieved positive
press coverage for clients in high-profile media outlets such as CNN, MsNBC, the Associated
Press, Good Morning America, and local television stations across the country. BJFA can help
your group plan a media outreach calendar, write “journalist-friendly” press releases, and follow
up aggressively with the media.
Fundraising Materials and Case Statement Creation
Community Engagement and Outreach Programs
Strategic Planning
An Organizational Strategic Plan provides a clear roadmap for an institution. Every organization
is unique, with special areas that need strategic focus. Our initial role is as an information
gatherer, through questionnaires, interviews and focus groups. We come with no preconceived
solutions and seek to create these in collaboration with the client
Our most comprehensive planning service, strategic planning is critical for any new or planned
non-profit and a catalyst for positive change for any established institution. Strategic Plans
create energy and clarity for a non-profit from “the inside out.” With a BJFA Organizational
Strategic Plan, you will be able to increase Board commitment, unify Staff, and excite donors
7
with a cohesive vision for your institution. Working with high-level Board, staff, and constituent
committees, we create the dialogue and “buy in” a 501(c)3 needs to gain community support to
achieve its goals outlined in the plan.
Our Strategic Plans not only include measurable goals and objectives for the next five to ten
years, but provide implementation and work plans. They are designed to be acted on when
complete, and we provide the tools to begin working, and tracking progress, immediately. We are
committed to providing work plans to our clients. If a Strategic Plan isn’t acted upon, and is so
complicated Staff can’t begin implementing its recommendations, why go through all the effort?
Sometimes groups need only part of a Strategic Plan. These can be customized to your need.
Typical components of an Organizational Strategic Plan can include:
•	 Mission, Vision, and Core Values
•	 Measurable Goals and Objectives for each key Area (i.e. Programs, Fundraising etc.)
•	 Staffing Plan
•	 Business Plan
•	 Strategic Plan Concept (summary to share with donors and constituents)
•	 Implementation Plan with Timeline (s), Organizational Impact and Responsibilities
New Museum or Expansion Planning
To keep up with internal needs, or to meet public demand for new and refreshed visitor
experiences, many organizations will build an expansion or new facility in their life cycle.
Before an institution embarks on a capital campaign to complete facility changes, planning must
be done. A museum or non-profit should know what the expansion, renovation,or new facility
needs to accomplish, and how it will achieve the desired goals. Any new building or expansion
should support the program objectives of the museum, and tie back into the goals of any existing
strategic plan. This is called architectural programming.
BJFA’s broad knowledge of museum design, architects and exhibit designers and current trends
in facility development can help your museum begin to translate its needs in plain language.
This document, called the Building Program Snapshot, is useful when the time comes to
approach architects and designers. It is a chance for you to begin to document and organize your
goals, objectives and requirements for any new building.
8
Select Client and Employment Experience
The California Museum of Art, Thousand Oaks
Thousand Oaks, CA
(2012)
Monthly Fundraising
Counsel, Board Development
and Training, Fundraising
Materials Creation
BJFA created training for the
Board and Staff for a new
museum in the process of a
capital campaign to build a
new facility. The curriculum
reviewed fundraising theory,
best practices, and outlined
the initial steps in creating a
capital campaign work plan.
We also provided one-on-one
fundraising counsel to the Executive Director and
Board members involved in donor cultivation and
solicitation, and assisted in creation of fundraising
materials for the capital campaign.
Washington Water Trails Association
Seattle, WA (2011-2013)
Organizational Strategic Plan, Development Office Audit, Monthly
Fundraising Counsel, Grant Writing and Research
WWTA first retained BJFA to conduct an audit of this environmental
non-profit organization’s development efforts with a Development
Office Audit. We conducted extensive qualitative and quantitative
research related to all aspects of the organization’s fundraising
efforts, and analyzed areas such as donor communications,
marketing, and governance. BJFA was then retained as Monthly
Fundraising Counsel to assist with implementation of the Audit
recommendations and provide fund development guidance,
including Grant Writing and Research. We also facilitated WWTA’s
first-ever comprehensive Organizational Strategic Plan, which
resulted in a new mission and vision for the organization, along with measurable internal and
external goals and objectives.
9
Go For Broke National Education Center
Los Angeles, CA (2011)
Fundraising and
Membership Policies and
Procedures, Preliminary
Fundraising Plan
with M. Goodwin
Associates, Inc.
BJFA was contracted to
create fundraising and
membership policies and
procedures for the Go For
Broke National Education
Foundation in Los Angeles.
GFBNEC was completing a
strategic planning process,
and needed policies to
assist the increase in
fundraising required to raise funds to create a new visitor center honoring the Japanese-American
World War II military experience. We created a Gift Policy, membership levels and benefits, and
a donor recognition policy, and a preliminary fundraising plan.
Wisconsin Forest Exploration Center (2010)
Milwaukee, WI
501(c)3 Policies and Procedures,
Fundraising and Case Statement
Materials, Board Development and
Training
with M. Goodwin Associates, Inc.
BJFA wrote and developed
fundraising, governance, and
board training materials for a new
forestry museum planned in greater
Milwaukee. We drafted board policies
and procedures for the creation of a
new 501(c)3 organization, and created
Fundraising and Case Statement
Materials to increase public interest of the planned museum and launch the capital campaign.
10
World’s Fair Historical Society
Seattle, WA (2011 - 2013)
Organizational Strategic Plan, Fundraising and Case
Statement Materials, Building Program Schedule and
Preliminary Snapshot, Monthly Fundraising Counsel
BJFA assisted the World’s Fair Historical Society in Seattle
to grow and expand its scope. We provided the growing
non-profit with assistance in clarification of mission, vision,
and core value statements with Organizational Strategic
Planning services, case study creation, and preliminary
fundraising training. Planning scenarios were created with
WFHS for a possible new museum dedicated to the World’s
Fair experience, and we drafted a five-year preliminary
plan to coordinate fundraising, marketing, expansion, and
construction. Additionally, BJFA facilitated meeting with
key partners in the Seattle area, such as the Seattle Center
and MOHAI (Museum of History and Industry), and created
presentations, and initial exhibit programming to promote the
concept of a world’s fair museum and traveling exhibit.
The DoVE Project
Vashon Island, WA (2012 – 2013)
Development Office Audit, Monthly Fundraising
Counsel, Fundraising Materials and Case Statement
Creation, Grant Writing and Research, Board
Development and Training
The DoVE Project is a start-up non-profit on Vashon,
WA. that serves as the sole resource for domestic
violence survivors on the rural island adjacent to
Seattle. BJFA was hired to evaluate its development
program with a Development Office Audit and create
a fundraising plan based on initial recommendations.
After completion of the study, we were contracted
to implement the recommendations, providing
Monthly Fundraising Counsel and Grant Writing and
Research on a monthly basis. We created multi-media
fundraising materials to increase interest, provided
ongoing Board Training and Development, prospect
identification and rating, and creation of policies and
procedures for this new non-profit.
11
Nauticus, The National Maritime Center
Norfolk, VA (2005-2010)
Director of Development and Fundraising Marketing, Master Plan Pre-Design Manager
Brian served a five-year tenure as
the Director of Development for
Nauticus, The National Maritime
Center, in Norfolk, VA. Nauticus
is a maritime-themed campus of
museums and attractions that includes
a science museum, historic Iowa-class
battleship, and cruise ship terminal.
Located on a historic waterfront site,
the organization lacked a cohesive
identity to support its non-profit
organization to raise money for
programs, exhibits, and community
outreach, including the renovation of
the USS Wisconsin.
In 2005, working closely with the
Board, he created a comprehensive fundraising program for the institution, planning short- and
long-term solicitation strategies for major donors and corporations. He also supervised the
Grants and Foundations program, Membership, and served as the staff
manager for the institution’s planned capital campaign, and master and
strategic plans. Because of his work, Nauticus received many prestigious
foundation awards, including grants from the Institute for Museum and
Library Sciences and the Department of Homeland Security.
After implementing his plan, Annual Fund
revenues at Nauticus increased more than
900 percent, from $59,251 in 2005 to just
over $600,000 in 2009-10. Among his
accomplishments at Nauticus was creating a
new corporate membership program that saw 38
companies join in its initial year. This established
relationships and secured financial commitments
from key funders in the defense, environmental,
and maritime industries, including the Navy
League of the United States, Lockheed-Martin,
NOAA, BAE Systems, and Maersk-Line, Ltd.
Other responsibilities included the management
of two annual fundraising events, a gala and a
golf tournament, and outreach to the USS Wisconsin Association, the group of veterans who
served on the ship at Nauticus.
Courtesy of Nauticus, The National Maritime Center
12
Old Dominion University
Norfolk, VA (2009)
Staff Training, Fundraising
Materials Creation
The Director of the Dominion
Fund (Old Dominion
University’s Annual Fund program) hired BJFA
to conduct a day-long staff training session to
teach basics of personal solicitation. Role-playing
exercises were conducted with employees who had
little experience with face-to-face fundraising, and
we assisted in creating fundraising materials to use
during donor vists An in-depth training of the scripting
and structure of personal “ask” was the highlight.
BEST (Brain Energy Support Team)
Tacoma, WA (2011-2012)
Monthly Fundraising Counsel, Fundraising
Materials Creation
BJFA served as Monthly Fundraising
Counsel, working with staff and volunteers
to create the organization’s first Annual Fund plan, with goals and budgets for specific programs.
This resulted in a list of prospective donors and foundations, and we helped with donor cultivation
and appointment setting. We were responsible for the creation of the BEST’s first-ever Case for
Support, and provided multi-media Fundraising Materials Creation to assist with marketing and
donor visits. Comprehensive training was provided to the Executive Director to prepare her and the
Board for cultivating and soliciting major donors.
Brian J. Fair Associates
Fundraising, Marketing & Planning
for Museums & Non-Profits
(206) 446-8051 • bjfassociates@gmail.com • 330 W. Brambleton Ave., Ste. 608 • Norfolk, VA 23510

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2 - Brian J Fair - Services and Client Experience - PFP - 1-14-16

  • 1. Brian J. Fair Associates Fundraising, Marketing & Planning for Museums & Non-Profits (206) 446-8051 • bjfassociates@gmail.com • 330 W. Brambleton Ave., Ste. 608 • Norfolk, VA 23510
  • 2. 2 Why Choose BJFA? Holistic Approach – Non-Profits are Greater than Their Parts Non-profits often segment areas of planning: fundraising, board development, marketing, strategic planning and building or expansion planning. Anyone who has worked in a 501(c)3 can say success is often dependent upon inte- gration of these areas. All aspects of are con- nected: the success of one area depends upon the success of another. Each of these areas are connected. And underlying everything should be a robust, successful fundraising program. Brian J. Fair Associates (BJFA) takes a holistic approach to consulting, utilizing more than a 15 years of experience in all aspects of the industry, to provide the best possible outcome for our clients. By offering clients a “big picture” approach, we seek to empower non-profits and museums to efficiently achieve their mission, raise funds or capital more effectively and unify future plans with their core values. We want not just to help you succeed, but to help you tell unique story that you are passionate about. BJFA offers fundraising, marketing and strategic planning services from a comprehensive framework of experience and knowledge. We can provide a framework of unified services that can save your organization time, money, and produce an outcome closely tied to your vision. We can create teams of specialized non-profit professionals to work with clients to better serve their needs. Extensive Non-Profit and Fundraising Experience Before opening his firm, Brian served for nearly six years as the Director of Development of a campus of museums that included a science museum, historic WWII Battleship (the USS Wisconsin), Navy museum, and special event venues. After implementing a comprehensive fundraising plan, the institution saw its donated income grow more than 900 percent over 5 years. From corporate donations, individual gifts, grants and foundations, to memberships, BJFA has experience in planning and implementing successful fundraising strategies for all types of donated income. We have success securing gifts from national corporations, such as Maersk Line Ltd., Lockheed-Martin, and Supervalu, Inc. We have written successful six-figure grant proposals to IMLS (Institute of Museum and Library Sciences) and NOAA (National Oceanic and Atmospheric Administration). Perhaps most importantly, we have established a successful track record for cultivating and receiving commitments from individual donors of high net worth. We have served as counsel for many types of non-profits,. Clients include organizations focused on human services, the arts, education and and the environment. We have experience creating policies and procedures for start- up organizations, performed fundraising department audits for more established
  • 3. 3 programs, and created strategic and fundraising plans for non-profits of all sizes. “Inside Out” Approach To key aspects drive successful museums: Planning and People. The basis of successful fundraising and planning is forging beneficial relationships with people, starting with your closest and most committed group of supporters on your Board of Directors. Keeping this in mind, we help organizations create and implement strategies to increase public awareness and participation from the “inside out,” beginning with a strong, committed board. Once this is established, public participation – and funding – will increase. We Don’t Just Plan, We Raise Money and Implement Our Plans After the planning is done, our job is not. Many consultants consider their role to be strictly advisory. While we train key museum staff and Board on best–practices in personal solicitation, we assist in the planning, scripting and implementation of fundraising presentations to donors. The ability to open and close a meeting with a donor with a gift commitment is the most important skill in fundraising. We take part in solicitations if desired, to ensure the best possible outcome for the organization. We are committed to providing detailed work schedules to assist our clients in implementing our Fundraising and Strategic Plans. Comprehensive planning takes time and effort. Why settle for a plan that “sits on the shelf” when BJFA can provide you clear work plans for implementation? Knowledge of the Field From solicitation, to Board training, to program development, to planning for a new facility or expansion, BJFA’s clients receive a wide depth and breadth of experience in planning and fundraising skills that sets us apart from other consultants. Through our experience, we can give clients a sense of the benchmarks for professional success employed by the leading institutions in the U.S. We can offer data from comparable institutions in terms of policy, fundraising results, operations, staffing needs and budgets. Small Firm, Personal Attention, Competitive Fees Our small size allows clients to get personal, hands-on attention. Unlike a large firm, your project will never be assigned to junior associates. Fundraising Marketin Strategic Planning Program Above is a visual representation of how all aspects of a non-profit are connected. Each area dependents on the success of another and connected to create the whole.
  • 4. 4 Brian is the only consultant, and is involved on a daily basis with every client and project. In a world full of rushed service and consultants who bill by the hour, a daily approach allows for the development of a long-term, successful relationship between advisor and client.
  • 5. 5 Services Available Our services are divided into four key areas: • Fundraising • Marketing • Strategic Planning • Building Expansion/New Museum Planning. We customize our solutions to your needs in a variety of formats and fee structures. Many of the following options will result in a formal report done for a fixed cost. Others are more suitable for working on an ad-hoc consultation basis, billing per diem. By offering these interconnected services, we can help you with your needs, be it big or small. Our goal is to offer a big picture approach, and keep an open mind when responding to your needs. Fundraising Services By providing ongoing assistance in planning, implementing, and evaluating your fundraising efforts, BJFA seeks to increase a non-profits fundraising capacity and results, while organizing your internal structure to support current and future success. The organization is the driving force behind our guidance; there are no “cookie cutter” approaches. Based upon our more than 15 years of experience raising funds for non-profit organizations of various sizes and scopes, we provide: On-Site Development Counsel (weekly or monthly) Development Office Audit Fundraising Feasibility Study Grant Writing and Research Board Development and Training Formats can be customized for hour, half-day, or full-day trainings. All training sessions include the development of specialized curricula for your non-profit to accompany the training. The most popular topics include: Fundraising Has Nothing to Do With Money. Yes, you read that correctly! This training explores the fascinating world of donor psychology and how institutions can use proven techniques to gain a prospect’s commitment – be it emotional, social, or financial. Boards will come away with
  • 6. 6 a clearer understanding of the process of “development” and why relationship-building is the key to funding success. • The Art of “The Ask.” BJFA uses role-playing exercises and examples to demystify the process of making “the ask” of your prospects. By understanding how to overcome objections, script donor appointments, and use the power of influence, participants will come away with a set of skills they can put to use immediately in raising funds. • It’s Not About You, It’s About Them. Learn about the importance of creating a “donor focused” organization to create long-lasting relationships that will benefit your museum for years to come. Examples of donor development plans are given, along with an in-depth discussion of what is “development” compared to “fundraising.” Includes brainstorming sessions about how your museum can capitalize on its unique set of opportunities to further connect with donors. Marketing Services Legendary marketing expert Peter Drucker once wrote, “Because the purpose of business is to create a customer, the business enterprise has two — and only two — basic functions: marketing and innovation.” Replace “customer” with “donor” and this translates into an effective rule for museums and non-profits. Marketing Audit Media Relations Planning and Outreach utilizes our years of experience in public relations to obtain positive press coverage for your organization and its programs. We have achieved positive press coverage for clients in high-profile media outlets such as CNN, MsNBC, the Associated Press, Good Morning America, and local television stations across the country. BJFA can help your group plan a media outreach calendar, write “journalist-friendly” press releases, and follow up aggressively with the media. Fundraising Materials and Case Statement Creation Community Engagement and Outreach Programs Strategic Planning An Organizational Strategic Plan provides a clear roadmap for an institution. Every organization is unique, with special areas that need strategic focus. Our initial role is as an information gatherer, through questionnaires, interviews and focus groups. We come with no preconceived solutions and seek to create these in collaboration with the client Our most comprehensive planning service, strategic planning is critical for any new or planned non-profit and a catalyst for positive change for any established institution. Strategic Plans create energy and clarity for a non-profit from “the inside out.” With a BJFA Organizational Strategic Plan, you will be able to increase Board commitment, unify Staff, and excite donors
  • 7. 7 with a cohesive vision for your institution. Working with high-level Board, staff, and constituent committees, we create the dialogue and “buy in” a 501(c)3 needs to gain community support to achieve its goals outlined in the plan. Our Strategic Plans not only include measurable goals and objectives for the next five to ten years, but provide implementation and work plans. They are designed to be acted on when complete, and we provide the tools to begin working, and tracking progress, immediately. We are committed to providing work plans to our clients. If a Strategic Plan isn’t acted upon, and is so complicated Staff can’t begin implementing its recommendations, why go through all the effort? Sometimes groups need only part of a Strategic Plan. These can be customized to your need. Typical components of an Organizational Strategic Plan can include: • Mission, Vision, and Core Values • Measurable Goals and Objectives for each key Area (i.e. Programs, Fundraising etc.) • Staffing Plan • Business Plan • Strategic Plan Concept (summary to share with donors and constituents) • Implementation Plan with Timeline (s), Organizational Impact and Responsibilities New Museum or Expansion Planning To keep up with internal needs, or to meet public demand for new and refreshed visitor experiences, many organizations will build an expansion or new facility in their life cycle. Before an institution embarks on a capital campaign to complete facility changes, planning must be done. A museum or non-profit should know what the expansion, renovation,or new facility needs to accomplish, and how it will achieve the desired goals. Any new building or expansion should support the program objectives of the museum, and tie back into the goals of any existing strategic plan. This is called architectural programming. BJFA’s broad knowledge of museum design, architects and exhibit designers and current trends in facility development can help your museum begin to translate its needs in plain language. This document, called the Building Program Snapshot, is useful when the time comes to approach architects and designers. It is a chance for you to begin to document and organize your goals, objectives and requirements for any new building.
  • 8. 8 Select Client and Employment Experience The California Museum of Art, Thousand Oaks Thousand Oaks, CA (2012) Monthly Fundraising Counsel, Board Development and Training, Fundraising Materials Creation BJFA created training for the Board and Staff for a new museum in the process of a capital campaign to build a new facility. The curriculum reviewed fundraising theory, best practices, and outlined the initial steps in creating a capital campaign work plan. We also provided one-on-one fundraising counsel to the Executive Director and Board members involved in donor cultivation and solicitation, and assisted in creation of fundraising materials for the capital campaign. Washington Water Trails Association Seattle, WA (2011-2013) Organizational Strategic Plan, Development Office Audit, Monthly Fundraising Counsel, Grant Writing and Research WWTA first retained BJFA to conduct an audit of this environmental non-profit organization’s development efforts with a Development Office Audit. We conducted extensive qualitative and quantitative research related to all aspects of the organization’s fundraising efforts, and analyzed areas such as donor communications, marketing, and governance. BJFA was then retained as Monthly Fundraising Counsel to assist with implementation of the Audit recommendations and provide fund development guidance, including Grant Writing and Research. We also facilitated WWTA’s first-ever comprehensive Organizational Strategic Plan, which resulted in a new mission and vision for the organization, along with measurable internal and external goals and objectives.
  • 9. 9 Go For Broke National Education Center Los Angeles, CA (2011) Fundraising and Membership Policies and Procedures, Preliminary Fundraising Plan with M. Goodwin Associates, Inc. BJFA was contracted to create fundraising and membership policies and procedures for the Go For Broke National Education Foundation in Los Angeles. GFBNEC was completing a strategic planning process, and needed policies to assist the increase in fundraising required to raise funds to create a new visitor center honoring the Japanese-American World War II military experience. We created a Gift Policy, membership levels and benefits, and a donor recognition policy, and a preliminary fundraising plan. Wisconsin Forest Exploration Center (2010) Milwaukee, WI 501(c)3 Policies and Procedures, Fundraising and Case Statement Materials, Board Development and Training with M. Goodwin Associates, Inc. BJFA wrote and developed fundraising, governance, and board training materials for a new forestry museum planned in greater Milwaukee. We drafted board policies and procedures for the creation of a new 501(c)3 organization, and created Fundraising and Case Statement Materials to increase public interest of the planned museum and launch the capital campaign.
  • 10. 10 World’s Fair Historical Society Seattle, WA (2011 - 2013) Organizational Strategic Plan, Fundraising and Case Statement Materials, Building Program Schedule and Preliminary Snapshot, Monthly Fundraising Counsel BJFA assisted the World’s Fair Historical Society in Seattle to grow and expand its scope. We provided the growing non-profit with assistance in clarification of mission, vision, and core value statements with Organizational Strategic Planning services, case study creation, and preliminary fundraising training. Planning scenarios were created with WFHS for a possible new museum dedicated to the World’s Fair experience, and we drafted a five-year preliminary plan to coordinate fundraising, marketing, expansion, and construction. Additionally, BJFA facilitated meeting with key partners in the Seattle area, such as the Seattle Center and MOHAI (Museum of History and Industry), and created presentations, and initial exhibit programming to promote the concept of a world’s fair museum and traveling exhibit. The DoVE Project Vashon Island, WA (2012 – 2013) Development Office Audit, Monthly Fundraising Counsel, Fundraising Materials and Case Statement Creation, Grant Writing and Research, Board Development and Training The DoVE Project is a start-up non-profit on Vashon, WA. that serves as the sole resource for domestic violence survivors on the rural island adjacent to Seattle. BJFA was hired to evaluate its development program with a Development Office Audit and create a fundraising plan based on initial recommendations. After completion of the study, we were contracted to implement the recommendations, providing Monthly Fundraising Counsel and Grant Writing and Research on a monthly basis. We created multi-media fundraising materials to increase interest, provided ongoing Board Training and Development, prospect identification and rating, and creation of policies and procedures for this new non-profit.
  • 11. 11 Nauticus, The National Maritime Center Norfolk, VA (2005-2010) Director of Development and Fundraising Marketing, Master Plan Pre-Design Manager Brian served a five-year tenure as the Director of Development for Nauticus, The National Maritime Center, in Norfolk, VA. Nauticus is a maritime-themed campus of museums and attractions that includes a science museum, historic Iowa-class battleship, and cruise ship terminal. Located on a historic waterfront site, the organization lacked a cohesive identity to support its non-profit organization to raise money for programs, exhibits, and community outreach, including the renovation of the USS Wisconsin. In 2005, working closely with the Board, he created a comprehensive fundraising program for the institution, planning short- and long-term solicitation strategies for major donors and corporations. He also supervised the Grants and Foundations program, Membership, and served as the staff manager for the institution’s planned capital campaign, and master and strategic plans. Because of his work, Nauticus received many prestigious foundation awards, including grants from the Institute for Museum and Library Sciences and the Department of Homeland Security. After implementing his plan, Annual Fund revenues at Nauticus increased more than 900 percent, from $59,251 in 2005 to just over $600,000 in 2009-10. Among his accomplishments at Nauticus was creating a new corporate membership program that saw 38 companies join in its initial year. This established relationships and secured financial commitments from key funders in the defense, environmental, and maritime industries, including the Navy League of the United States, Lockheed-Martin, NOAA, BAE Systems, and Maersk-Line, Ltd. Other responsibilities included the management of two annual fundraising events, a gala and a golf tournament, and outreach to the USS Wisconsin Association, the group of veterans who served on the ship at Nauticus. Courtesy of Nauticus, The National Maritime Center
  • 12. 12 Old Dominion University Norfolk, VA (2009) Staff Training, Fundraising Materials Creation The Director of the Dominion Fund (Old Dominion University’s Annual Fund program) hired BJFA to conduct a day-long staff training session to teach basics of personal solicitation. Role-playing exercises were conducted with employees who had little experience with face-to-face fundraising, and we assisted in creating fundraising materials to use during donor vists An in-depth training of the scripting and structure of personal “ask” was the highlight. BEST (Brain Energy Support Team) Tacoma, WA (2011-2012) Monthly Fundraising Counsel, Fundraising Materials Creation BJFA served as Monthly Fundraising Counsel, working with staff and volunteers to create the organization’s first Annual Fund plan, with goals and budgets for specific programs. This resulted in a list of prospective donors and foundations, and we helped with donor cultivation and appointment setting. We were responsible for the creation of the BEST’s first-ever Case for Support, and provided multi-media Fundraising Materials Creation to assist with marketing and donor visits. Comprehensive training was provided to the Executive Director to prepare her and the Board for cultivating and soliciting major donors.
  • 13. Brian J. Fair Associates Fundraising, Marketing & Planning for Museums & Non-Profits (206) 446-8051 • bjfassociates@gmail.com • 330 W. Brambleton Ave., Ste. 608 • Norfolk, VA 23510