United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ) is a long-standing nonprofit organization dedicated to addressing critical needs in the region through a comprehensive, community-centered approach. UWGPSNJ works to improve lives by empowering individuals, families, and communities, focusing on key areas like education, health, and financial stability. The organization is shifting its funding model to ensure greater stability by focusing on growing its endowment and enhancing planned giving efforts.
Highlights
Endowment Campaign Launch
S&W supported UWGPSNJ in initiating an endowment campaign, offering campaign planning, Case for Support development, and ongoing campaign management. This included an internal assessment and strategic guidance to ensure the campaign aligned with UWGPSNJ’s goals.
Planned Giving Boost
We strengthened the planned giving program by providing technical, marketing, and staffing support. This involved developing a new planned giving website, creating an email campaign, and managing relationships with legacy society members and potential planned giving prospects.
Strategic Staffing Support
Our team provided interim staffing support, placing experienced consultants to ensure UWGPSNJ’s development team remained operational and focused on long-term growth during leadership transitions.
The Challenge
As a longstanding leader in the region’s nonprofit sector, UWGPSNJ sought to transition to a more sustainable funding model by significantly growing its endowment. This strategic shift required not only an increase in funding but also an opportunity to engage long-time donors about the powerful impact of planned gifts. The organization recognized this as a pivotal moment to educate and approach its donor base, demonstrating how planned giving could help secure the future of its mission and address the pressing challenges facing the region.
The Solution
Schultz & Williams stepped in to initiate an endowment campaign for UWGPSNJ, beginning with an internal assessment, comprehensive campaign planning, and the development of a Case for Support. S&W also provided ongoing support for the day-to-day operations of the campaign, ensuring the efforts stayed on track and aligned with the organization’s long-term goals.
Simultaneously, S&W enhanced the planned giving program by developing a dedicated planned giving website and launching an email campaign equipped with built-in analytics to track engagement and effectiveness. S&W also provided direct staffing support to reconnect with current legacy society members and engage new self-identified or predictively modeled planned giving prospects, strengthening UWGPSNJ’s donor pipeline and ensuring the sustainability of their funding model.
Through these efforts, S&W ensured that UWGPSNJ could continue its mission while strategically expanding its long-term financial sustainability.
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