2,-y sbt.. 5 2 orondom Fo: WTP siafr FFGEHZ Christion Lefer, Director of Strategic Programming Date: January 5, 2009, Mas Racanf Revision: March rs, 2009 Strategic Forecosting, Focus on MDAP Mr. Bennett, I appreciate your openness to look at this. This is a winning idea that needs the initial support of a handful of people who realize the opportunity presented to us. `WesternTradition Partnership (WTP) needs to achieve a critical rnass and break out of the typical cycle of ineiliciency of early programs in order to be effective in 2010. Please see our proposal below. This memo is intended for: a) those who already comprehend the basic elements and importance of targeted grassroots mobili- zation and effective media advocacy by groups like WTP especially in battling radical environmentalists; and b) those who recognize the effectiveness ofWTP's targeted strategy and ability to implement effec- tive, results-oriented action. As you can see here, if we raise the immediate funds required to get our spokesrnen' on the road with newly available donor data, Western Tradition Partnership will be able to fund our proven programs long>>tern1 to combat and win the battles being waged by the radical environrnentalists against job creation and business development across the West. I To enter the 2010 election season aggressively, We must raise $260,000 by the end ofthe year. I If you would be willing to sponsor the expansion of this program with a contribution of $10,000 toward our immediate goal, we could get to a level of meetings that would yield significant revenues within 60>>-90 days. Should you have questions or want to discuss this proposal, please give me a call anytime. _lacob Leis Director of Communications Western Tradition Partnership Proposal for Seed Funding of Sustainable WTP Maj or Donor Acquisition Program WesternTradition Partnership is seeking funding in the amount of $20,000 - one~l1alf by 4/ 1/09 - to seed our Major Donor Acquisition Program (MDAP), which has already proven successful after extensive testing and is now ready to be fully rolled out. I Kel' 1 ff .cj 5:53 - 'Eff - . -ff'fe_l1alls_ _aa _gaseniftss -as mi 1211* B- _img -5 - M. -- a-streams 'sag is 'vi or mars - tw* - ir?" - _-fa . a 3. 'haw - _,ix gm _.pq is I $2 aryl? . - -w vflkTesting as of March 2009 In early 2008 started its Fundraising test program. This met with surprising success based on key data and program alterations on the go. ln early started its Fundraising "Road Tour" test program. This met with surprising success based on key data and program alterations on the go. For 2009, the essentials ofWTPis High-Dollar Fundraising Program are: Pre-Election Building: Witli no imminent election to excite donors, many may fail to realize success begins now. This means the "sale" will be based uponWTP's proven ability to push legislation, target vulnerable districts, re- cruit/train candidates, and expose incumbent legislators who vote against job creation and business development. Return On Investment (ROI): Investment NOW in WTP by people who understand the process will yield the fruit required to be successful in 2010. in fact, most experts agree that $1 given now is Worth $5 ormore by Elec- tion Day. Last minute donations during an election, when most donors give, are far less effective than when given 1, early. Grassroots Mobilization: VVTP staff and associates are experts at building grassroots awareness, support and mobilization while also developing messaging to both support friendly supporters and defeat our radical opposition. H. How Our Model Works Our program was designed bv the sarne people who designed the personal-visit stvie fundraising programs for other organizations including Club for Growth, National Right to Work Corhmittee and other pro-business iirnited government interests. Our team has also developed programs for several Members of United States Congress. 1) A two week long multi-step process to arrange a meeting with specifically targeted, higlrvaiue donors. 2) A personal, I-on-1 meeting that features a project briefing and QSLA session. 3) Highly personalized and extended follow-up after the meeting. The desitfn of this program eliminates the top ohstacies that lireguentiv prevent small donors from becoining major- ones. Donors who have the capacity to give at higher levels often dorft increase their support via other fundraising programs because of diese common concerns. 1) They don't open the mail request or miss the phone call. The meeting arrangement procedure is several steps so that no _failure tj- a single step in setting up' the meeting can stop the program. 2) The donor feels their gift disappears into a "black hole." The personal meeting (gives an actuaijtice to the or5a~ nization and establishes a more personal relationship with the donor. 3) The process of reading or listening to the message is interrupted and not resumed. The presentation in the meeting establishes a set time jor the donor to hear our message and it is rareiy interrupted by outside events. 4) The donor has a very specific concern or question that wasn't addressed by the mailer or Phone script. The personal meeting allows the donor to ask anything to a representative of the organization during the session. 5) The donor isn't immediately able to give, and subsequently forgets to donate. The highly personalized _follow-up process makes sure the donor has every opportunity and reminder through with his donation- IH. MDAPTesting Results Based on the test numbers, we are on the right track and are ready to scale up right away Here are the results from I the most recent test sample of 500 Prospects: ..- _vm .wc -- - amwe-~ _--'fists _,am xzffersme "1 ..Z _Lee 4 new if jf mimiMDAP Roll Out WTP is currently implementing aThree~Prong Fundraising Program: a- OF MDAP (data critical, man-power intensive) b, TELEMARKETING PROGRAM fselffunding, data-intensive, long term _yield onlv) c. DIRECT MAIL FUNDRAISING (selffunding, ugfioat capital cost, very long term field onbf) . New Donor Prospect Data Sharply Increased Performance is Forecasted:Wid1 105,000 targeted donor prospects to work with, WTP's data con have established an even higher level of expected results based on the volume and higher quality of data and increas- ing efficiencies of running the program. LIST 1:Conservative-leaning donors across 12 Western States: CO, ID, MT, ND, NM, OK, UTQWY, 105,000+ RECORDS LIST Records Gas/'Mining Sc Related Companies with 100+ Empioyees (cross-marched with Lisrl): 2100 RECORDS This data has been ordered, to be delivered by March 26, 2009. It is critical ti1atWTP acquire this data immediately, and begin prospecting with it. The quality and quantity of the informa- tion alone will enable the organization to increase the number of appointments made per month. MDAP Scale-up Schedule Now-April 15; a. Single existing scheduler to mail and call 700 prospects (Scheduler #2613 ro be :rained during process . Set up 4-9 meetings (One Spokesman can com make 20 meetings in one week, remaining time spent Jqaffowintq up) C. Expected contributions of: 59800. Net after Cost: $5800 APRIL 15-MAY 15: a. Two schedulers mail and call 1400 prospects . Set up 98 meetings with proven 2003 $10k+ donors C. EX,1;ected_ contributions of: $2751-4-0. NET AFTER COST: $19,440 . -rs>-ww, _,--A Siu4r.r Wa-.v-Jow Swv-1 ere" ..- ~fu\ 5.4? ,Jag .an.ew--wg K-dk/*vnu J.-rr- . is zz; A we-unvnw-'3--.- fa-gagf" gmqu. ff* H., mf.. Axim13, g--"1-uk I nrgkimw TS 1" W: . .. &&wm *r ai. 7.3. Musbare, Hr.. . ws. W, . e. .mm Assam. - ~r 4 -raw - "ie 1.21. -xv* *fa* --on .W _*4-nv i - uv 1. 7- Erv#ferr-u>> 1 me we ww -.. ks, -N15- v\ a- 1. wr* -.. mia. i 4. A 4; haw- _Ink .J we 1- Am-w -mv -.fy -M--.. -qu ]-if 1 xx rw: ., vw ru-f uwlh. 4 uk!! MIMN Am_"fvta er- *wrsewNo. Mm" sv- nu.; 4.1 mn waqw&\2bh1i&2aa- -- - a-'V rn. J-L5 . .lib -143 _.fa ai fi- -Sesa 525`-5l I-L- -ze 5 - -iff.: LII 'ei-'ei Ns, 4, - W, - sa- -..-- - l'ess- 3--Q - - as.. -- ef - - _.as .ef - -W re.. -- 'ef -:ee ees .- ss-52,1 -az-:-.ww lie. "k - ff .n CONCLUSION: WTP's proven Major Donor Acquisition Program (MDAP) is the one component of our iprong fundraising strategy which requires an upfront investment. The performance figures quoted liere are the actual results of the small scale test we have operated in the first quarter. The bui1t~in' costs of conducting personal meetings require efficiency and rnaxirnization of scheduling and tlierefore an intense level of groundwork Scaling up the program to include a secondary sclzeciulers Sc spokesmen over the First 60 days will run about some of which will be generated Within the first 30 days- The process of scliecluling, meeting, and following up generally requires two to three Weelcs per step- This is pro~ gram is not only self-sustaining, 'out incredibly fast growing if it is provided with 90 days of guaranteed expense fur1cling. This tire of fundraising is naturallv limited to a ?egree 'ov the data used to select meetinus, but we are confident that our recent data acquisition positions WTP ver; solidlv for the next several months.