- devcom - www.boston22.com

Development committee updates and next steps
by Anna Moir 22 Mar '26

22 Mar '26

Hi everyone, Thanks again to everyone for your help and insights as we get our processes moving! It struck me at our last meeting that we really are “building the plane as we fly it,” and I know that takes a lot of flexibility. I want to confirm a few details and start laying out next steps. Endowment fund: Matt is going to update us on his meeting with the Fidelity representative about getting the full investment account set up. We’re on status quo in the meantime. Acknowledging gifts that have already been received: this will be a high priority to catch up on, but first required a proper email setup. Matt has done a bunch of work on the account to set up a proper login system and address previous shortcomings with the alias setup (thank you, Matt!!!). Richard and I are now able to learn how to use the new system so we can send messages to donors. I will resend the acknowledgment draft separately so we can confirm content and get ready to start deploying. Tracking gifts and pledges: Matt and Richard are working on this jointly. The document will live in the devcomm folder (which we should all have access to) in Matt’s CRWE server. At the last meeting, we discussed talking points to lean into, encouraging a positive, forward-looking tone and emphasis on CRWE as platform for hearing music that audiences will not have the opportunity to be exposed to anywhere else in the area. This will help inform my remarks at the next concert, and I encourage everyone to lean into it in your own conversations with members and concertgoers as well. Moving forward, as we get our infrastructure set and working well, our big goal is how to cast a wider net for support. Grants may be tricky, especially for endowment support. However, the silver lining is that Andrew’s work on general operating and concert-specific grants will offset our annual budget, which is important to ensure the endowment doesn’t take away needed funding there. Taz, Matt, and I have already discussed that if there’s enough extra in the budget at the end of a concert system, we can have a yearly review to decide on an amount to transfer to the endowment. Now that we have a little over half of the ensemble donating, we need to keep building member support. A next step will be to identify people to connect with and identify which of us is in the best position to start a conversation. We also need to look beyond the ensemble, as discussed. I’m checking with Matthew for guidance about his network, and we need to keep emphasizing with members that if they can connect us with potential funders/sponsors, that is very helpful too. I do want us to work on benchmarking with other ensembles that already have endowments, to learn their strategies. Matt has recommended that Taz will be good for me to ask about Met Winds, and let’s identify other groups to connect with as well. Then I’d love it if we can divide up outreach among us. Please let me know if you have any questions. Thanks again! -Anna

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This is a test message; if your name is not Matt, you can safely ignore it.
by Matthew E. Dawson 20 Mar '26

20 Mar '26

I've been heavily reconfiguring my server's ability to send and receive crwe.org mail, and this is how I can verify that mailing lists are still functioning without creating a huge blast radius. -Matt

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Agenda for tomorrow’s meeting
by Anna Moir 02 Mar '26

02 Mar '26

Hi everyone, Looking forward to seeing most of you at our meeting tomorrow (at 7pm, 3/2)! Thanks again for the Zoom link, Richard. https://us02web.zoom.us/j/89954023528?pwd=jMfJvJxkahLalNSZJVsuT3Y2o1Wwel.1 Here are the agenda items I’d like to discuss. Please let me know if you’d like me to add anything. Current numbers (Matt, if any of these are going to take longer to pull together, you can bring a partial update and email the rest later): How many people have made endowment donations How many people have made pledges Total outright cash raised Total including pledges Total endowment value to date Status with setting up investment account with Fidelity (Matt). Updates on implementing gift tracking, acknowledgements, and pledge reminders. At the 3/29 concert, Taz has asked me to do the fundraising pitch after intermission. I’d love to hear ideas from the committee about the talking points you think personally are most compelling. This will need to be short and to-the-point, so I want to be strategic. Digital housekeeping — are we ready to start saving shared files in the server after they’ve been approved? Let’s confirm best practices for that moving forward. Thanks, Anna

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Materials to review by Saturday
by Anna Moir 25 Feb '26

25 Feb '26

Hi everyone, I've drafted a few items that I'd appreciate any feedback on by this weekend, attached. One is an updated donation sheet (to be printed and inserted in concert programs, plus generally available to hand out as needed). The other is a first draft of a formal acknowledgement for endowed gifts (to be sent to donors separately from receipts). Please send me any suggested edits by Saturday, so I can have them complete before our meeting on Monday. Thanks! -Anna

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Re: CRWE Development Committee Process
by Matthew E. Dawson 23 Feb '26

23 Feb '26

Forwarding this to the mailing list so that it lands in the archives, and to test Richard's ability to receive list messages. -Matt On 2/23/26 11:42, Kesner, Richard wrote: > > Dear Teammates: > > Matt and I met last night on the Development process document that I > shared with you in late December. The attached, revised draft of the > envisioned development process reflects our discussion and my efforts > to incorporate changes based on Matt’s input. > > My understanding is that we are meeting on March 2, 2026 at 7 p.m. and > that this document will be on the agenda. Once it has been modified > and approved by the team, it will need to go to Tas for official Board > approval. At which time, we can proceed with its implementation. I > have volunteered to create the spreadsheets mentioned in the attached > document and to work with Matt to bring these up-to-date to reflect > endowment giving to this point. We can then issue thank you letters > belatedly to all those who have made contributions to date. We will > also need to work with Bruce Gelin to modify the giving page on our > Web site to reflect the information requirements for our process and > we will also need to create complementary paper forms for both > solicitation and gift acknowledgement. If we move expeditiously, we > can be ready for the March 29^th concert. > > Anna, please let me know if the March 2^nd date is confirmed and I > will send out a Zoom invite to the team. Thanks much, Richard > > RMK > > Richard M. Kesner, CLU, ChFC, Ph.D. > Emeritus Executive Professor > > D’Amore-McKim School of Business > > *Northeastern University* > *email:* r.kesner(a)northeastern.edu <mailto:r.kesner@northeastern.edu> > cell phone: 617-959-1361 > > Description: C:\Users\Kesner\AppData\Local\Microsoft\Windows\Temporary > Internet Files\Content.Outlook\T8IPAC06\CertificationLogo.gif >

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Committee meeting schedule
by Anna Moir 19 Feb '26

19 Feb '26

Hi everyone, Thank you to everyone who has already filled out the meeting schedule survey! To streamline things, the current frontrunner is Monday, March 2 at 7pm. If this doesn’t work for anyone I haven’t heard from yet, please let me know today. Thanks again, Anna

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Development Committee mailing list
by Matthew E. Dawson 17 Feb '26

17 Feb '26

Hi all- Apologies for the short name on this list, but "development(a)crwe.org" is already in use by Andrew in his capacity as our grant writer. Anyway, this is just like the members and board mailing lists, in that we can write directly to it by sending to devcom(a)crwe.org. This will save Anna and others the trouble of managing list membership personally, and also automatically archive all discussions for future reference. (You can get to the archives by following the "mailing lists" portion of the landing page at https://members.crwe.org.) Anna, you're a list administrator. This way, both of us can act if messages get caught in filters, etc. -Matt

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