AEBI - Arizona Endowment Building Initiative

SELECTION CRITERIA

In general, each charity must:

Have been in operation for at least 10 years.
Have an annual operating budget of at least $1 million.
Have been doing fundraising for a minimum of 5 years, generating at least $250,000 annually.
Have and maintain a donor & volunteer database.
Have enough individual donors to speak with about planned giving (1,000+ preferred).
Have a solid reputation for fiscal management over several years (audits without irregularities, positive cash flow, reputation for responsible service delivery).
Employ enough paid staff to follow up with the program’s assigned tasks - Executive Director and Development Director at a minimum.
Exhibit evidence of board/volunteer leadership support for the project, including commitment of Board President and one other volunteer leader to actively participate on the charity’s team.
Commit to fully participate in all program trainings.
Have a current communication vehicle – newsletter - on a monthly or quarterly basis.
Exhibit willingness and the ability to pay the $5,000 participation fee for class materials (payment may be paid in two installments).

In general, volunteer mentors must:

Be willing to commit to full participation in all curriculum sessions, and other required meetings.
Be committed to encouraging philanthropic support for Arizona charities, as demonstrated through their professional and volunteer activities.
Have a minimum of 5 years experience as a development professional with a focus on planned giving or as an estate planning related allied professional (attorney, CPA, trust officer, etc.).
Be available to their assigned charity for advice and support as required during the program’s duration.
Have a sense of humor and commitment to collaborative teamwork.