Local Government Revenue Growth by TAA

Local Government Revenue Enhancement Campaigns

Local Government Revenue Enhancement Campaigns Client Case Studies

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The comprehensive and integrated marketing approach that we offer our clients has proven to be efficient and effective in achieving their goals and delivering a tangible return on investment (ROI). All information within this report is provided in good faith. Any questions pertaining to the information contained in this report can be directed to the following primary contacts: RYAN GRAGG, Partner 704.651.9928 (mobile) 772.231.5999 (office) ryan@TheAlexisAgency.net THE ALEXIS AGENCY

VERO BEACH, FL 32960 RALEIGH, NC 27601 THEALEXISAGENCY.COM

GINGER ATWOOD, President 772.231.5999 (office) 772.205.9300 (mobile) ginger@TheAlexisAgency.net

Local Government Revenue Enhancement Campaigns Helping local governments, departments and agencies innovatively solve the challenge of annual budget needs and the realities of their current revenue. Every year county and municipal governments around the nation face the reality of budget constraints. While some will fair better than others, most would benefit tremendously from identifying and implementing strategic programs that increase their revenues by utilizing their existing assets. Innovations in the public sector space are beginning to catch up to breakthroughs occurring in the private sector. The Alexis Agency’s experienced team develops carefully crafted blueprints that allow organizations, including county and municipal governments, to immediately leverage their own assets in a creative and innovative way to generate new revenue, which ultimately benefits every citizen. The Alexis Agency is a strategic communications firm with more than a decade of experience delivering results that exceed our clients’ expectations. Our core competencies include: advertising, economic development and public policy and affairs. As a team, we possess decades of diversified experience from creating marketing solutions for Fortune 100 corporations and working on national, state and local political campaigns to researching and crafting policy positions at nationally renowned think tanks. As a full-service agency, we are uniquely positioned to help county and municipal governments develop achievable, and easily executable, programs for increasing their revenues without ever wading into the territory of raising taxes on residents and local businesses or cutting budgets. The Alexis Agency works with bold leaders who are not satisfied with their present economic status and are eager to tackle strategic opportunities that can help their entities do the work they do best. Whether it’s additional funding for local healthcare programs, schools, law enforcement, community redevelopment, administrative needs, or any mix of funding needs, our approach will help you close the gap quickly and efficiently. As your project partner we will provide the following: •

Assess and develop a full inventory of your available assets that can be utilized effectively by our partners

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Develop a public-private partnership (P3) model whereby administration and operations are managed by our company, requiring no staff and minimal time from your office/administration

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Create and deliver a full-scale blueprint for launching the P3 program

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Facilitate program workshops for educating and informing departmental team members of your choice

Learn more. Contact us today to schedule a complimentary discovery meeting at 704.651.9928 or 772.231.5999. :: T H E A L E X I SAG E N CY.C O M ::

Campaign-Style Case Studies The case studies on the following pages highlight campaign examples and results within multiple industries. All clients, regardless of industry, hired The Alexis Agency to meet their goals. All had specific project objectives that had to be met within a very specified period of time, and all projects resulted in the clients securing additional capital for their projects.

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CASE STUDY

NC100 Cold Storage Facility :: Within a three-month window, The Alexis Agency located a 25-acre prime industrial, site-ready property with intermodal accessibility, including ports, railways, major highways and an international airport. The land was acquired at no cost to the developer and the new facility will bring at least 100 permanent new jobs to the region. The campaign also cultivated regional exposure in newspapers, broadcast and digital media for all parties involved. The attention garnered through our Public Relations initiatives also attracted additional tenants, vendors, and investment partners.

Lionchase Holdings, a privately held asset management firm in Washington, DC engaged The Alexis Agency to find, prioritize, and secure property for the development of their $22 million cold storage facility.

RESULTS

CHALLENGE ::

Identify a site-ready location for a 200,000 square foot commercial cold storage facility. Location requirements included: 1. Strategically accessible to multiple markets, both nationally and internationally 2. Attracts affiliated industries and companies to the region

NC100 PROJECT MEDIA COVERAGE

Refrigerated & Frozen Foods - New commercial cold storage facility to attract national, international companies

3. Site must be economically feasible for the developer at little to no capital

:: The Alexis Agency implemented a grasstops campaign-style approach to both inform and persuade all parties involved by working directly with economic developers and elected officials, including the regional economic development commission, city and town officials, and state-wide economic authority to carry our clients’ mission forward. SOLUTION

The Wilson Times – Industrial Cold Storage Facility to Create 100 Jobs Rocky Mount Telegram – Storage Facility to Locate in Edgecombe LongRoom.com – Storage Facility to Locate in Edgecombe Triangle Business Journal – WHIG-TV - NC100 Cold Storage Development Press Conference ElectriCities of North Carolina - Tarboro attracts large-scale commercial cold storage facility

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CASE STUDY

“Project 6” Cold Storage and Distribution Facility

RESULTS :: Within three weeks of engaging the

necessary stakeholders in the local government, area economic development organization and private sector, The Alexis Agency located a 10-acre, site-ready property with intermodal accessibility, including several ports, Class 1 rail, major highways and a quickly growing regional airport. While the incentive package is still being negotiated at the state level, the local incentives obtained for our client are currently valued at $3.3 million. It is fully expected that by the time the project officially breaks ground, our client will have obtained at least $4 million in direct incentives from state and local participants.

Lionchase Holdings, a privately held asset management firm in Washington, DC engaged The Alexis Agency to find, prioritize, and secure property for the development of a strategically located cold storage and distribution facility in the Southeast. “Project 6” is estimated to be at least a $15 million greenfield development that will leverage access to new markets by working with industry partners from the technology and aviation communities.

CHALLENGE :: Identify a site-ready location for a

150,000+ square foot commercial cold storage and distribution facility. Location requirements included: 1. Strategically accessible to multiple markets, both nationally and internationally 2. Site must be economically feasible for the developer 3. Cultivate partnership with the area’s technology industry and regional airport SOLUTION :: The Alexis Agency implemented a

highly concentrated grasstops approach to both inform and persuade all parties involved by working directly with the economic development team from the target county, elected officials at the county and municipal levels, as well as leaders from the technology and aviation industries, who will also serve as strategic partners for the comppany. By once again leveraging not only economic realties for key stakeholders in the community, but also the political and social realities of the project, we were able to deliver rapid results for our client.

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CASE STUDIES

John’s Island Club club activities, and health and fitness. Members were encouraged to share the package with friends, potentially attracting new candidates for membership. Our award-winning video brought the John’s Island Club story to life and completed the “Great to be here” campaign.

John’s Island Club, a premier private club in the prestigious John’s Island residential community on Vero Beach’s barrier island, hired us to develop an internal membership program aimed at current club members. CHALLENGE ::

How do you tap into the pride of club members, turning them into ambassadors for John’s Island Club that ultimately help recruit new members from their circle of friends?

:: “Since the very first brochure/video mailed, our campaign has been enthusiastically received by members. The desired cumulative effect was achieved: well-qualified membership applications more than doubled within the first season.” France Tanguay Kenyon, Co-Chair/John’s Island Club Membership Committee. RESULTS

:: Instead of a traditional set of brochures, we told “the John’s Island Club story” in a series of six uniquely designed pieces, each concentrating on one aspect of the club’s offerings, including community, dining, golf, beach and water sports, SOLUTION

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CASE STUDIES

Senior Resource Association

Senior Resource Association (SRA) is the lead agency on aging in Indian River County, providing Adult Day Care, Meals on Wheels, and Transportation services. They support and advocate for independence and dignity of older adults and their families.

RESULTS

:: Within 6 months, donations increased by 156% from the previous year (2014), more than 10 earned media stories were successfully cultivated, social media grew by more than 25%, and more than 600 new contacts were added to the organizationâ&#x20AC;&#x2122;s database.

CHALLENGE ::

The organization needed to increase its visibility in the community while also increasing annual donations by at least 10% for all programs and services.

:: The Alexis Agency developed a strategic marketing plan utilizing our crossdisciplined approach, including traditional media cultivation, digital and print direct marketing, social media growth, and grassroots and grasstops PR. We executed the plan and tracked all results. SOLUTION

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CASE STUDIES

Embry-Riddle Aeronautical University - Worldwide

Embry-Riddle Aeronautical University - Worldwide, the world’s largest, fully accredited university specializing in aviation and aerospace, offers more than 30 undergraduate and graduate degree programs. ]Embry-Riddle educates students at two residential campuses, through the Worldwide Campus (ERAU-W) at more than 150 locations in the United States, Europe, Asia, Canada, and the Middle East, and through online learning.

SOLUTION

:: We utilized traditional, digital and grassroots measures. Our recommended, integrated marketing approach focused the majority of efforts to online recruitment to identify qualified candidates for the one-year graduate program. All leads generated, whether on- or offline, were filtered into ERAU’s customized CMS. :: The University went from zero enrolled applicants to a full cohort of qualified, enrolled students that launched right on schedule – and with enough additional qualified applicants in queue for the next cohort. With an estimated 1,300 professionals meeting the degree admission requirements in our target market, we acquired 1.3% of the market for the inaugural program within the six-month campaign, ultimately exceeding our client’s enrollment goals. RESULTS

CHALLENGE ::

With a six-month window, recruit qualified students for our client’s new MSE program in Huntsville, AL, where another traditional university with strong name recognition was launching a MSE program simultaneously.

VISIT

:: www.worldwide.erau.edu

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CASE STUDIES

Children’s Home Society of Florida Children’s Home Society of Florida is the state’s oldest non-profit organization and the entry point for children that have been abused, abandoned and neglected. They asked the Alexis Agency to plan and execute a strategic communication plan to raise brand awareness and launch a capital campaign along the Treasure Coast.

“Our work with The Alexis Agency has been an essential strategy in achieving our short-term needs and long range goals. They have provided a level of sophistication to our marketing, public relations and advertising strategies. As a result, we transcended from a little known organization to one that is broadly recognized. They are cooperative in working with us to refine the vision and create a compelling, unified message, not to mention easily accessible and exceptionally responsive. I would highly recommend the Alexis Agency to anyone wanting to expand their presence, promote a new initiative, or raise community awareness on vital issues.” — Lawrence Brooks, CHS Executive Director

CHALLENGE ::

Create an advertising and public relations campaign that incites and educates potential donors along the Treasure Coast, ultimately garnering donations and support for CHS’s $5 Million capital campaign. It would need to also raise awareness among the regional communities about increasing needs of aging-out foster youth. The final goal of the capital campaign was to build a Youth Transition Center.

:: We began with the most vulnerable and visible element – youth who age out of foster care. A poignant video and photography evolved into supporting collateral, including print materials, a micro-site that cultivated donor receptions, followed by a striking monochromatic print ad that both educates and influences. SOLUTION

:: The Youth Transition Center campaign made an immediate impact with regional media, resulting in numerous print editorials, broadcast news stories, and articles along Florida’s Treasure Coast. Donor prospects and donations increased significantly as well as awareness of the critical issues facing youth aging out of the foster care system. Our client’s $5 Million capital campaign goal was not only met, but it was exceeded by nearly $500,000. And it happened at the height of an economic recession! RESULTS

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CASE STUDIES

Trinity Episcopal Church

:: Within 60 days of launching the full campaign, our strategy helped raise 85% of the overall goal. Members and friends had committed $5.1 million of the 3-year, $6 million endowment goal. Trinity Episcopal Church was able to achieve their objective of utilizing annual funds and offerings for mission programs without impacting the parish’s annual operating budget. RESULTS

Trinity Episcopal Church, a 90-year-old parish in Vero Beach, Florida embarked on a 3-year endowment campaign to preserve their parish legacy in perpetuity. The Vestry hired The Alexis Agency to create, launch and execute the campaign. CHALLENGE ::

Create the campaign message, all materials, and execute the endowment campaign that would ultimately raise $6 million from parish members and friends – all within four months.

:: The Alexis Agency developed the “Securing Our Future” campaign and executed it by reaching members and friends at every point of contact. Member stories were recorded via video and distributed through email and the website. A campaign brochure, direct mailers, FAQ, and Case Statement were produced and distributed at key campaign intervals via mail, email, website and at weekly services. We also established the ability for members to easily make their commitments and planned giving donations online. SOLUTION

Securing our Future

A parish legacy to nurture, encourage and grow

Dear Members and Friends, For over 90 years, Trinity Episcopal Church has served our community. We have a rich legacy committed to living out the Gospel and loving those around us. While buildings do not define churches, a safe place to call home is extremely important. Trinity Episcopal Church has launched Securing our Future, an endowment campaign to preserve our parish for generations to come so that we may grow our ministries and serve our community as God called us to do. This is a time to celebrate our rich legacy, strong resolve, and desire to boldly move into the future as a parish on a mission to share the love of Christ, change hearts and serve others. Prayerfully consider your commitment to Securing our Future. Your generosity and financial support will continue to further our calling to serve one another and our Vero Beach community as a leading parish of the Diocese of Central Florida and the greater Anglican Communion. Yours in Christ, Fr. Christopher M. Rodriguez

Your Commitment Growing forward, together

Prayerfully consider your endowment commitment to Trinity Episcopal Church for the coming year and our members’ ministry vision for the future. The truest measure of stewardship is equal sacrifice, not equal gifts. Not everyone has the resources to make a large gift, but every person can meaningfully invest in what God is doing at our parish in proportion to their blessings. Determine if your priorities reflect your commitment and make the commitment that God leads you to make. HOW TO MAKE YOUR COMMITMENT BEGINNING MARCH 25TH Commit Online at Trinityvero.org/SecuringOurFuture Quickly and securely complete and submit your commitment online. Weekend Services Simply pick up a commitment card as you enter the church and place your completed form in the offering plate as the usher makes it available. By Mail Pick up your commitment card at church or request that the parish mail it to you. Return the completed form to Trinity Episcopal Church, 2365 Pine Avenue, Vero Beach, Florida 32960. Planned Giving There are a number of opportunities for planned giving, including cash donations, real estate, stocks and appreciated securities, life insurance, charitable gift annuities, and giving of your time and talents. By appointment If you would like to make an appointment to discuss giving opportunities, please contact the parish office at 772.567.1146.

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