Annual Fund Development Plan

National Sporting Library & Museum
,
Middleburg, VA
Major Gifts

The Challenge

The National Sporting Library was founded in 1954 with the donation of two private equestrian and field sport book collections. Today it owns over 17,000 books and works of art, housed in an elegant facility tucked among the rolling hills of Virginia horse country, and enjoys generous support from loyal board members.
Several years ago the Library began planning and raising capital funds for a new museum to house its fine art collection. With groundbreaking for the new facility behind them, they sought to expand ongoing annual support to sustain the new museum and programs. They asked for a plan to expand their annual fund program.

The Approach

Carter Consulting Group interviewed members of the Board of Directors, staff and partner organizations to assess the capacity for increased emphasis on the fundraising priorities. After extensive discussions and analysis, we delivered a comprehensive plan that outlined the fundamental building blocks for an annual fund, followed by a customized road map for implementation. The road map was included recommendations for staffing and appropriate Director of Development responsibilities, selected prospects and program recommendations, a five year timeline for implementation, and a small library of resources.

The Result

The new museum held its grand opening in October of 2011. A series of handsome exhibitions and new public programs is underway, and two Development staff positions have been filled. New supporters were attracted to the new activities and programs and the organization is gradually expanding its support and following the plan for growth laid out in our report.

Testimonial
Julie handled even the most difficult personalities with grace and tact, providing us with invaluable insights and thoughtful analyses.
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
Julie’s enthusiasm and energy inspire staff, boards and volunteers to deliver outsized results.
Stephen Salyer
Immediate Past President & Senior Fellow, Salzburg Global Seminar
"Julie’s work with Tudor Place provided us with a roadmap for a major capital campaign to conserve the historic structures and collections."
Tudor Place Historic House and Garden
"Her coaching and step-by-step approach helped us to establish new ways of supporting our work."
Pam Traxel
Vice President, Alliance Development and Philanthropy, American Cancer Society Cancer Action Network
"Julie’s organization, her insights, and her creativity kept our in-house development team on track and reflected a deep understanding of working with volunteers, staff, and the donor community."
Patrick Muhlen-Schulte
Managing Director, The Washington Ballet
"Julie handled even the most difficult personalities with grace and tact, providing us with invaluable insights and thoughtful analyses."
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies
"Year-end solicitations with major donors were looming. Julie Carter parachuted in when we needed expert guidance—her grace and good humor helped us exceed our goals in every way."
Jenna Ben-Yehuda
President & CEO, The Truman Center
"Julie created a new donor program specifically for our Washington Ballet School families. Her organization, insights, and creativity kept our in-house team on track."
Patrick Muhlen-Schulte
Managing Director, The Washington Ballet
"Julie’s capital campaign donor interviews provided us with invaluable insights and thoughtful analyses we’ve referred to for years."
Michelle Powers-Keegan
CDO, Center for Strategic & International Studies

Contact

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