Phased Strategy

That’s an excellent and well-structured foundation for a phased business plan. Below is a multi-phase business planfor the Enriched Escapes Foundation (EEF) that builds directly on your draft — while layering in your phased growth model and real-world examples from your experience with Brent, your mother Barbara, and your observations about the additional burdens families face.

Enriched Escapes Foundation (EEF)

A California Non-Profit Corporation
Business Plan – Phased Strategy

Executive Summary

The Enriched Escapes Foundation (EEF) is a nonprofit organization dedicated to fulfilling Travel Wishes for adults facing late-stage cancer, giving them and their loved ones the chance to create meaningful memories together.

Founded by Chanda Daly, a luxury travel advisor whose personal experiences inspired the mission, EEF bridges the gap between the travel and healthcare worlds — removing financial and logistical barriers that often prevent families from taking one last, joy-filled trip together.

EEF’s growth will unfold in three phases:

1. Building the foundation, obtaining 501(c)(3) status, and funding Travel Wishes.

2. Expanding partnerships across the travel industry to secure donated stays and flights.

3. Establishing specialized volunteer committees to help families with the logistical, emotional, and technical challenges that accompany serious illness and end-of-life transitions.

Mission Statement

To fulfill Travel Wishes for adults with late-stage cancer and their families by removing financial and logistical barriers — creating opportunities for joy, connection, and legacy through the power of travel.

Vision Statement

A world where every adult facing late-stage cancer has the opportunity to experience the healing power of travel, share meaningful moments with loved ones, and leave behind a legacy of love and connection.

Core Values

• Compassion: Every journey begins with empathy and understanding.

• Connection: Travel is a conduit for love, laughter, and healing.

• Integrity: We steward donations with transparency and purpose.

• Collaboration: Partnerships create more impact than any single effort.

• Legacy: Each trip becomes a story of life, not loss.

PHASE 1: Foundation & Launch (Year 1 – 2025-2026)

Goal: Establish nonprofit status, collect donations, and begin granting Travel Wishes.

Objectives

• Obtain 501(c)(3) status with the IRS (application filed October 9, 2025).

• Launch soft fundraising campaign in honor of Brent Brockman’s birthday (December 8, 2025).

• Build brand awareness through storytelling and partnerships.

• Begin reviewing and fulfilling first Travel Wish applications in early 2026.

Key Activities

• Legal & Administrative Setup

  • Secure nonprofit incorporation, EIN, and 501(c)(3) status.

  • Adopt bylaws, board policies, and committee structures.

  • Establish fiscal controls and bookkeeping systems.

• Fundraising & Donor Engagement

  • Launch “Brent’s Birthday Campaign” soft launch.

  • Promote “In Honor Of / Inspiration Wall” to recognize donors’ loved ones.

  • Create donor tiers and Founding Partner opportunities (e.g., Hotel Del Coronado).

  • Host initial community fundraising event or gala dinner in 2026.

• Travel Wish Fulfillment

  • Partner with Enriched Escapes Travel for itinerary design and logistics.

  • Build relationships with hospices, hospitals, and oncology centers for referrals.

  • Launch online application process with fair and compassionate review criteria.

• Marketing & Outreach

  • Develop foundation website, newsletter, and social channels.

  • Share origin stories of Brent and Barbara to humanize the mission.

  • Begin PR outreach and media storytelling campaigns.

Success Metrics

• IRS 501(c)(3) approval received and retroactive to incorporation date.

• At least 3 Travel Wishes fulfilled by end of 2026.

• $50,000 raised through donations and sponsorships.

• 5+ local and regional media features highlighting EEF’s launch.

PHASE 2: Partnership Expansion (Year 2-3 – 2026-2028)

Goal: Build a network of travel industry partners to reduce costs and increase impact.

Objectives

• Partner with airlines, hotel groups, and vacation rental owners to receive donated rooms, flights, or miles.

• Create a formal “Travel Wish Partner Program” to recognize corporate contributors.

• Reduce average cost per Travel Wish by 40–60% through in-kind donations.

Key Activities

• Corporate & Hospitality Partnerships

  • Build agreements with airlines (e.g., Alaska, Delta, United, or JSX) for miles or vouchers.

  • Collaborate with hotel partners such as Virtuoso, Four Seasons, 1 Hotels, Anantara, Auberge, and independent boutique properties for donated nights.

  • Approach vacation rental owners for donated weeks or off-season stays.

• Founding Partner Program

  • Create recognition tiers (Gold, Silver, Bronze) with benefits such as logo placement, storytelling features, and impact spotlights.

  • Position EEF as a partner of choice for hotels seeking meaningful CSR (Corporate Social Responsibility) collaborations.

• Logistics & Operations

  • Build a secure booking system with Enriched Escapes Travel for coordination.

  • Establish wish-tracking database to monitor application status, costs, and impact metrics.

• Marketing & Awareness

  • Produce video stories of fulfilled wishes and partner collaborations.

  • Launch annual “Travel Wish Week” highlighting stories and partners.

  • Engage influencers and press in the travel and wellness sectors.

Success Metrics

• 10+ formal travel industry partnerships established.

• Cost per wish reduced by 50% through donations and in-kind support.

• 20+ Travel Wishes fulfilled annually.

• National recognition in at least one major publication.

PHASE 3: Holistic Family Support & Volunteer Expansion (Year 4-5 – 2028-2030)

Goal: Extend impact beyond travel through expert volunteer committees that support families navigating the practical, emotional, and technical challenges of late-stage cancer.

Vision

Inspired by firsthand experiences witnessing families’ added stress when caregivers lacked access to joint finances, home technology knowledge, or long-term planning tools, Phase 3 will introduce support committees of skilled volunteers to assist families beyond the trip itself.

Key Programs

• Technical Support Committee:
  Volunteers with IT and home-technology expertise to assist families in setting up devices, passwords, and online accounts for bill payment or communication during illness.

• Financial Literacy & Management Committee:
  Financial planners, CPAs, or advisors who teach caregivers how to manage joint accounts, budgeting, and bill tracking to reduce financial chaos after a loss.

• Healthcare Navigation & Advocacy Committee:
  Nurses, social workers, and death doulas offering emotional support and helping families navigate hospice, insurance, and care resources.

• Celebration of Life & Legacy Planning Committee:
  Creative professionals assisting families in planning meaningful memorials, creating photo books, or documenting memories from Travel Wish experiences.

• Volunteer Network & Training Program:
  Comprehensive onboarding and training modules ensuring volunteers uphold confidentiality, compassion, and professionalism.

Success Metrics

• At least 5 specialized volunteer committees established.

• 100+ volunteers trained and matched with families.

• 90% of families report improved emotional or logistical well-being after receiving volunteer support.

• EEF recognized as a holistic support leader blending travel + caregiving + education.

Sustainability & Governance

Financial Sustainability

EEF will maintain diverse income streams:

• Individual donations and memorial giving

• Corporate sponsorships

• Fundraising events (galas, wellness walks, “Travel Wish” auction)

• Grants from cancer support and wellness foundations

• In-kind contributions from hospitality partners

Governance & Oversight

• Active Board of Directors providing strategic direction and fiduciary oversight.

• Expansion into standing committees: Executive, Finance, Wish Fulfillment, Partnerships, and Development.

• Annual Impact Report published each year summarizing outcomes, stories, and donor recognition.

Conclusion

The Enriched Escapes Foundation stands at the intersection of travel, compassion, and legacy — transforming moments of hardship into journeys of love and memory.

Through this phased approach, EEF will grow from a small, heartfelt initiative into a national movement that fulfills dreams, eases burdens, and honors life’s most meaningful connections.

Would you like me to format this into a polished Word or PDF business plan (with headers, table of contents, and visual sections for each phase) so you can share it with donors or board members?

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