Problem: The American Occupational Therapy Foundation (AOTF) believed they were being confused with the American Occupational Therapy Association. At 30 years of age, the foundation decided that a new name was needed to prevent an adverse impact on fundraising.

Solution: Boscobel sent surveys to AOTF board members, staff, and corporate and individual contributors. Surprise! There was no confusion with AOTA. A costly name change was avoided, while a new logo and stationery package freshened up AOTF’s image and helped re-energize fundraising.

More strategic planning success stories.