HFHI Resource Development

Transcription

1 HFHI Resource Development Together, serving families close to home and around the world Jeremy Kraut-Ordover, CFRE Deputy Director, Individual Giving, HFHI (800) HABITAT x 3849 jkrautordover@habitat.org Monday, November 10,

2 Objective To engage in dialogue that improves collaboration between HFHI and HFH Affiliates in the Carolinas. Immediate Tactical Improvements: Collaborative Development Long Term Strategic: Coordinated Fundraising 2

3 Setting context: Fundraising as a Ministry As a form of ministry, fund raising is as spiritual as giving a sermon, entering a time of prayer, visiting the sick, or feeding the hungry. So fundraising can help us with our conversion too. Are we willing to be converted from our fear of asking, our anxiety about being rejected? When we have gained the freedom to ask without fear, to love fundraising as a form of ministry, then fundraising will be good for our spiritual life. Henri J. Nouwen, The Spirituality of Fundraising 3

4 Collaborative Development: Habitat entities working together to maximize specific donor opportunities or engagements. Coordinated Fundraising: Assuming a material gap in development potential is there a more elegant way in which Habitat entities would work together and agree to a formulaic sharing of revenues? 4

5 Estimated Timeline FY15 FY16 FY17 FY18 FY19 FY20 X Collaborative Development Coordinated Fundraising Feasibility Research and Program Development Pilot: Measure and Evaluate Implement 5

6 HFHI RD Division 6

7 HFHI FY13 Financials 7

8 What does HFHI Resource Development Raise money for? FY15 Priorities: Global Impact Fund $84.8M Restricted Funding Priorities $44.1M Livable Communities Disaster Risk Reduction & Response Donor Directed Sector Impact Housing MicroFinance/TA Advocacy Volunteer Mobilization Women Build Youth Programs Global Funding Markets Gifts In Kind Home Builder s Blitz JRCWP $28.8M TOTAL $157.7M 8

9 Functional Org Chart - Detail SVP Resource Development Kymberly Wolff Julia Barge Direct Marketing Tim Daugherty Individual Giving Jeremy Kraut-Ordover Corporate, Foundation Relations Colleen Ridenhour Collaboration, Support & Operations Lee Martin CRM Data Analysis & Reporting Tina Iozzo RD Planning & Budgeting Jokisha McGrady Direct Mail Telemarketing On-line/Web Annual Giving CFC Campaigns HFHI Employee Giving Special Gifts Major Gifts Bequests Endowment Annuities/ Trusts Corporate Gifts Corporate GIK Corporate Services Cause Related Marketing Work Place Giving International Collaboration & Support US Collaboration & Support Prospect Research Prospect Management Operations Data Integrity KPI Reporting Planning Budgeting Reporting Matching Gifts Proposal Development Foundation Gifts Unrestricted Restricted

10 Jeremy Kraut-Ordover Deputy Director, Individual Giving Robert Schmidt Senior Director, Planned Giving Anthony Duva Director, PG Development Sandy Mayfield Director, PG Administration Jason Zwang Development Officer Ellen Jones PG Development Officer Vacant PG Development Officer Ann Wilson Officer, PG Administration Donna Martin Manager, PG Administration Nancy Davis Senior Development Officer Bryan Landry Senior Director, Individual Giving (East) Jim Monnier Senior Development Officer Vacant Development Officer Sam Graddy Senior Development Officer Matilda Louree Director, Principal Gifts Roseann Walton Coordinator Lisa Torres Senior Development Officer Vacant Senior Director, Individual Giving (Central/West) Vacant Development Officer Vacant Senior Development Officer Vacant Development Officer 10

11 IG team members serving the Carolinas Portfolio statistics Sam Graddy: Major Gifts NC: 43 SC: 2 ($50K+) Total: 254 Ellen Jones: Planned Gifts NC: 37 SC: 18 Total: 147* Jason Zwang: Special Gifts NC: 23 SC: 41 ($10-50K) Total: 383 * Ellen joined Habitat in September Her portfolio is still under development. 11

12 IG team members serving the Carolinas Sam Graddy Major Gifts ext Ellen Jones Planned Gifts ext Jason Zwang Special Gifts ext Peachtree St NW, Ste. 1300, Atlanta GA (800) HABITAT 12

13 Immediate/Tactical: Collaborative Development US Council study 13

14 Immediate Tactical: Collaborative Development Handbook FY 2015 objectives Improve training and reinforce expectations for collaboration across the HFHI RD division staff and US Affiliates. Generate a broader awareness of the Collaborative Development Handbook procedures and processes for Habitat for Humanity International and the US Affiliates. 14

15 FY 15 Expected Results: Increased sense of mutual accountability and interdependency Decreased misunderstandings Increased productivity Increased commitment to greater mutual transparency and collaboration Enhanced donor engagement New opportunities created for additional funding across Habitat for Humanity 15

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19 Where does HFHI IG intersect with affiliates? Affiliate-only donors Joint Donors HFHI-only donors Non-Habitat Donors 19

20 Closing thoughts Our discomfort with the tragedy of human suffering in the world must be greater than our discomfort with the anxiety we feel when asking those with great wealth to see the plight of those without much and to write a check 20