Fundraising

What comes IN. Distinct from programs/grants-program/ which covers what goes OUT (disbursements).

Year 1 strategy: HNW patrons in HK

Per 5-Year Vision, Year 1 success = 1-3 anchor patrons at $100k-1M level. Single point of failure for the whole foundation.

Targets:

• HK family offices (healthcare-aligned) — 5-10 priority targets
• HK healthcare philanthropists — 5 priority targets
• ESF / HKIS / CDNIS parent community (peer parents with means) — warm-intro pool
• HKU + CUHK alumni network — warm-intro pool

Active projects

• index — Day 14-120

Channels (in priority order)

1. HNW patrons (Year 1 P0) — one-on-one warm intros
2. Individual giving (Year 2+) — once wiki + brand are live
3. Grants we receive (Year 2+) — Croucher, HK Jockey Club Charities Trust, HMRF, possibly NIH R-series via fiscal sponsor
4. Corporate sponsorships (Year 3+) — HK pharma, family-business CSR
5. Events (Year 2+) — small annual gala once supporter base exists

Key documents

• documents/templates/donor-pitch-deck.md (source) → render to PDF
• documents/templates/one-page-leave-behind.md
• documents/templates/grant-application-master.md

Audit trail

Every donation logged in finance/{YYYY}-Q{N}-receipts.md (_private: true). Every patron interaction in people/_patrons/{name}.md same turn (_private: true).

Open questions

• Donor wall on public wiki? (default: opt-in)
• Minimum recognized gift threshold?
• Naming-rights policy

Connections

• [part-of] index
• [applies] index
• [see-also] index (outflow side)
• [see-also] 5-Year Vision