Area: Endowments & Donor Services

Goal: Increase and diversify charitable giving occurring in partnership with the Foundation.
Objectives: Controlling for investment performance impact and estate gifts received, increase revenue growth as measured by the following:

• Community Impact Funds – Realize a minimum 3% financial donations increase (based on a rolling 3-year average) in annual contributions to Community Impact Funds; Track number of donors and donations as well for trend reporting.
• Planned/Estate Gifts – Realize at least 3 new ‘expected’ gifts per year.
• Total Contributions – Realize a minimum 5% financial donations increase (based on a rolling 3-year average) in annual contributions (pass through donations not included); Track number of donors and donations as well for trend reporting.
• Fund Donors/Advisors/Interested Parties – Realize a minimum 5% financial donations increase (based on a rolling 3-year average) in annual contributions to existing Funds (pass through donations not included); Track number of donors and donations as well for trend reporting.
• Beneficiary Organizations – Support at least 3 previously existing beneficiary organizations in increasing their awareness and/or promotion of ‘their Fund at the Foundation’ annually.

Area: Stewardship

Goal: Continuously build the Foundation’s leadership (Board and staff) and effective management of entrusted resources (funds, knowledge, credibility, trust).
Objective: Invest in and maximize the engagement of Board members and staff as measured by the following:

• Board Members – Minimum 75% attendance to assigned committee and full Board meetings, 100% of members make a donation to a permanent or operating Fund at the Foundation (not pass through), a minimum of ‘good’ results (average minimum rating of 3 out of a rating scale of 0 – 4) of the bi-annual Board Self-Assessment, thoughtful contributions in committee and board meetings, and connecting people in their networks with the Foundation.
• Staff – Job satisfaction survey, performance reviews/4 To’s thoughtfully completed, use of professional development funds, operating expense ratio acceptable within industry standards, thoughtful staff goal setting and completion, qualitative discussion with each person, Board members’ perceptions of staff engagement.

Area: Grantmaking

Goal: Maximize the impact of Foundation grant outcomes.
Objective: Utilize internal and external key performance indicators for each grant program of the Foundation.

Area: Community Initiatives

Goal: Use Foundation resources strategically to positively affect DeKalb County by addressing challenges and pursuing opportunities.
Objective: Utilize internal and external key performance indicators for each community initiative area of the Foundation, including proactive engagement, strengthening the nonprofit community, and increasing youth philanthropy.