Or Champagne Prospecting with a Kool-Aid Budget

Size: px
Start display at page:

Download "Or Champagne Prospecting with a Kool-Aid Budget"

Transcription

1 Or Champagne Prospecting with a Kool-Aid Budget

2 Give an overview of building a pipeline Teach the how-tos Encourage investment of dollars, staff and/or time in your research process Suggest tools for learning more about your prospects Give tips for managing and making the most of your pipeline process

3 A defined group of constituents being cultivated and/or stewarded before being assigned to a portfolio A group of constituents identified as capable of a major gift Identified via prospect screening Identified via other means

4

5 All constituent names go into the hopper Screening determines capacity The high capacity names are your pipeline

6 Identify major gift prospects Build giving pyramid Increase giving Increase constituent participation

7 Create your Definitions Identify the Pipeline Team Determine Needs Determine Value/ROI Determine Budget Select Resources Determine how you ll manage the data Create stewardship opportunities Determine how you ll qualify

8 Define Major Gift Prospect Determined by institution $250,000 per year $25,000 over 5 years? Define Constituents Alumni Parents Community Patients Donors

9 Team? What team? Not enough staff for a team? One person can t do it alone, but. Even a very small development shop can build a pipeline team by including Board members Volunteers Faculty Major donors

10 Prospect Research Screen data Verify screened data Data Management Upload to database Manage in alternate format Qualification Stewardship

11 Which/how many records will you screen? Alumni, Parents, Donors Boards/Community Members How often will you screen? Monthly Weekly All at once How will you manage the data? I d b In database Outside of database

12 Screen 25,000 names MG = $25,000 over 5 years Conservatively ~ 5% (1,250) will qualify Approx. 10% of those (125) will give 125 x $25,000 Income of $3,125,000 Over 5 years = $625,000 per year

13 25,000 names screened 1 year About 2 hours per month Total of about 24 hours About $6, $6,000 for screening tool $600 for staff time 25,000 names screened 25 years 2 hours per name 50,000 staff hours 2,000 work hours/year $1.25 million Avg. $25/hour X 50,000 hours Screening Tool No Screening Tool

14 Money? What money? You can t do this with free resources alone Must have at least one screening/research tool How much do you need to spend? Depends on vendor chosen Depends on vendor chosen Depends on # of names screened

15 I don t work for a research or screening vendor I ve never worked for a research or screening vendor I don t receive gifts or kickbacks for recommending any vendor(s) Each one has pros and cons I just have my own personal opinions and preferences

16 What is the cost? What information is returned? How is data submitted and returned? Does the data integrate with your database? Do you care whether it does? What kind of customer support is provided? d Is training provided? References?

17 Select based on your needs Price Database integration Data returned Major players Blackbaud Wealth Engine Donor Search GG&A

18 I can only give feedback on two of the majors Blackbaud Research Point Easy upload to Raiser s Edge Returns one capacity code Wealth Engine Web Express Returns full research data (real estate, stock, etc.) Returns full research data (real estate, stock, etc.) Need IT staff for uploads

19 Select based on your needs Best choice for my needs Wealth Engine Best value Most names screened for the price Full research data returned Combine with Online Research tool for one-at-atime researching

20 What does the data look like? Depends on vendor One code or full research What do you do with it? Upload to your database Store in Access or Excel How should you handle it? Verify before or after qualification Send out lists or give everyone access

21 Your donor database Ideal situation Probably need IT assistance/staff MS Access Good solution Need staff expertise MS Excel Simplest Not ideal hard to manage

22 Identify stewardship opportunities Mailings Events, lectures, galas, etc. Identify staff to conduct stewardship Alumni Office Annual Fund Determine data to be captured Mailings Invites Determine how to capture stewardship data Code in database

23 Why Qualify? Wealth Interest Determine if philanthropically inclined Give to your type of institution Who will do qualification calls? Development Director Major Gift Officer Alumni Director How will you do qualification? In person Phone

24 Steward Invite Cultivate Solicit Annual Fund Assign to a portfolio

25 Decide how assignments will be determined Course of study Region Who knows the prospect Determine timelines Within 3 months Within one week Determine guidelines A l 4 /? At least 4 contacts/year? What kinds of contacts?

26 Prospects removed for various reasons Best Case Scenario Portfolio assignment Worst Case Indicated d no interest Requested no contact What next? Code no contact Continue Annual Fund solicitation?

27 Identified Prospects are put into pipeline Continue Stewarding and soliciting by Annual Fund Remove to Portfolio Remove not qualified or interested t

28 What do we hope to accomplish? How do we define major gift? Who will manage the process? Do we have the budget? Can we afford not to? What infrastructure t do we need to establish? Researcher? More Development Officers?

29 Too many prospects, not enough time Too many prospects, not enough staff Not enough stewardship opportunities These are Good problems to have

30 Invest a little reap huge benefits Grow your prospect and donor pools Increase support for your institution Continue to do good for your students

31

32 Blackbaud Wealth Engine Donor Search GG&A

33 Your institution s library Lexis/Nexis Academic Google

34

35 Contact for questions/comments Dana Reedy Director of Prospect Research and Advancement Services CSU San Marcos

D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O

D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O 2 0 1 3 D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O 2 WE MUST NOT ONLY GIVE WHAT WE HAVE, WE MUST ALSO GIVE WHAT WE ARE. Theodore Roosevelt OBJECTIVES 3 To review basics of fundraising

More information

DonorSearch Products ProspectView Screening

DonorSearch Products ProspectView Screening s DonorSearch was founded in 2007 with one goal: to provide more accurate, more comprehensive, more actionable data to help nonprofits of all types achieve better fundraising and outreach results. Using

More information

AFP's North Carolina Philanthropy Conference August 17, 2017 "Moving Your Donors to Major Gifts: How to Build a Successful Program" Agenda

AFP's North Carolina Philanthropy Conference August 17, 2017 Moving Your Donors to Major Gifts: How to Build a Successful Program Agenda AFP's North Carolina Philanthropy Conference August 17, 2017 "Moving Your Donors to Major Gifts: How to Build a Successful Program" Agenda Presentation Portion 35 min Welcome and brief overview Susan Launching

More information

ASSOCIATION OF FUNDRAISING PROFESSIONALS, LONG ISLAND CHAPTER Career Opportunities and Positions Sought Listing as of July 6, 2017

ASSOCIATION OF FUNDRAISING PROFESSIONALS, LONG ISLAND CHAPTER Career Opportunities and Positions Sought Listing as of July 6, 2017 ASSOCIATION OF FUNDRAISING PROFESSIONALS, LONG ISLAND CHAPTER Career Opportunities and Positions Sought Listing as of July 6, 2017 AFPLI has modified its Career Listing Program Please request a new career

More information

Presenter: Daniel Zanella. Senior Consultant. Saturday, January 9 9:00 am 10:15 am

Presenter: Daniel Zanella. Senior Consultant. Saturday, January 9 9:00 am 10:15 am Presenter: Daniel Zanella Senior Consultant Saturday, January 9 9:00 am 10:15 am www.artsconsulting.com } This session will guide participants through various methodologies useful in capital, endowment,

More information

Vice President of Institutional Advancement for the March 2016

Vice President of Institutional Advancement for the March 2016 Vice President of Institutional Advancement for the March 2016 3/10/16.MMD Music Institute of Chicago Providing the foundation for a lifelong engagement with music. Founded in 1931, the Music Institute

More information

Target Analytics Blackbaud 1

Target Analytics Blackbaud 1 Target Analytics N O Z A P H I L A N T H R O P I C C O N S T I T U E N T S C R E E N I N G O C T O B E R 2 0, 2 0 1 1 2011 Blackbaud 1 BIOS OF DAV ID LAMB AND KAT HLEEN ROGERS David Lamb is a Senior Consultant

More information

To a Successful Planned Giving Program Thursday, May 22

To a Successful Planned Giving Program Thursday, May 22 10 STEPS To a Successful Planned Giving Program Thursday, May 22 PRESENTED BY Lynn M. Gaumer, J.D. Senior Technical Consultant The Stelter Company Phil Purcell Vice President for Planned Giving and Endowment

More information

Fundraising as a Critical Instrument for Improving Graduate Education: The Laney Graduate School Perspective

Fundraising as a Critical Instrument for Improving Graduate Education: The Laney Graduate School Perspective Fundraising as a Critical Instrument for Improving Graduate Education: The Laney Graduate School Perspective Council of Graduate Schools Annual Meeting December 3, 2014 Washington, D.C. 1 Lisa A. Tedesco

More information

Leadership Annual Giving: A Case Study in Increasing Revenue and Participation NEDRA CONFERENCE 2012

Leadership Annual Giving: A Case Study in Increasing Revenue and Participation NEDRA CONFERENCE 2012 Leadership Annual Giving: A Case Study in Increasing Revenue and Participation NEDRA CONFERENCE 2012 Dan Lowman Grenzebach Glier and Associates dlowman@grenzglier.com Date of Presentation/Report AGENDA

More information

ALL ABOARD THE FUNDRAISING TRAIN!

ALL ABOARD THE FUNDRAISING TRAIN! ALL ABOARD THE FUNDRAISING TRAIN! Laurie Cromwell, CFRE Foundation Innovation, LLC April 20, 2016 NSFA Annual Conference Key Components Infrastructure Development Board of Directors Interconnected components

More information

Join Boston Arts Academy Foundation and help us change a young person s life today beginning with your own.

Join Boston Arts Academy Foundation and help us change a young person s life today beginning with your own. Director of Annual Giving and Events Boston Arts Academy Foundation Boston, Massachusetts About the Foundation: The Boston Arts Academy Foundation is a non-profit organization that was established in 1999

More information

ADVANCEMENT 2014/2015 Budget Request - March 3, 2014

ADVANCEMENT 2014/2015 Budget Request - March 3, 2014 ADVANCEMENT 2014/2015 Budget Request - March 3, 2014 GENERAL OPERATING Vice President TOTAL GENERAL OPERATING REQUEST Temporary Permanent Total FTE 75,000 232,066 307,066 2.0 75,000 232,066 307,066 2.0

More information

Prospect Research on a Shoestring Budget

Prospect Research on a Shoestring Budget Prospect Research on a Shoestring Budget AFP February 13, 2009 Ali R. McLane Consultant, Dini Partners amclane@dinipartners.com Giving in the Current Economy Giving 2009 Survey Report, Dini Partners, January

More information

Fundraising Analytics Putting the Results to Work for You

Fundraising Analytics Putting the Results to Work for You Strategies. Solutions. Success. Fundraising Analytics Putting the Results to Work for You PRESENTED BY: DOUG HUTCHINGS & DON SOUHRADA OCTOBER 20, 2015 20 TH ANNUAL MIDWEST CONFERENCE ON PHILANTHROPY www.twbfundraising.com

More information

UNIVERSITY OF CALIFORNIA, IRVINE

UNIVERSITY OF CALIFORNIA, IRVINE UNIVERSITY OF CALIFORNIA, IRVINE In a relatively short period of time, the University of California, Irvine has achieved tremendous success. A top public university, UCI has become internationally-recognized

More information

Leadership Gifts for Annual Funds: Building the Donor Pipeline

Leadership Gifts for Annual Funds: Building the Donor Pipeline Leadership Gifts for Annual Funds: Lacie LaRue February 21, 2014 ABOUT THE PRESENTER Lacie LaRue Lacie LaRue Senior Director of Annual Giving, Oregon State University Foundation 15 years in annual giving

More information

Comprehensive Campaign Readiness & Feasibility Study Questions/Answers

Comprehensive Campaign Readiness & Feasibility Study Questions/Answers 05/31/17 1. Do you have a preliminary timetable for the $100 to $150 million campaign? Yes, with ideally a March 2018 launch. 2. As part of the scope of work, you are looking for a firm to assist with

More information

Fundraising 101. Katie Busch Senior Director of Development and Alumni Relations. James T. Laney School of Graduate Studies Emory University

Fundraising 101. Katie Busch Senior Director of Development and Alumni Relations. James T. Laney School of Graduate Studies Emory University Fundraising 101 Katie Busch Senior Director of Development and Alumni Relations James T. Laney School of Graduate Studies Emory University CGS Meeting December 1, 2010 Washington, DC By the Numbers Philanthropic

More information

Royal Botanic Gardens, Kew Kew Foundation Trusts & Foundations Manager

Royal Botanic Gardens, Kew Kew Foundation Trusts & Foundations Manager Royal Botanic Gardens, Kew Kew Foundation Trusts & Foundations Manager 1. Background Information Kew is the world s leading botanic gardens, at the forefront of plant and fungal science, a UNESCO World

More information

CONTENTS. Academic Fundraising 2. Advancement Services and Operations 2. Alumni Relations 3. Annual Giving 4. Corporate and Foundation Relations 5

CONTENTS. Academic Fundraising 2. Advancement Services and Operations 2. Alumni Relations 3. Annual Giving 4. Corporate and Foundation Relations 5 M E M B E R S H I P ADVANCEMENT Get connected with expert training to help you identify best practices, replicable models, and practical solutions to the challenges you face at your institution. Whether

More information

Thank You For Joining Us. We will begin in a few minutes

Thank You For Joining Us. We will begin in a few minutes Thank You For Joining Us We will begin in a few minutes Introducing... Ryan McCarvill Content & Community Manager iwave Alex Quinn Senior Account Executive iwave Prospect Research 101 How to Find the Major

More information

Getting Started in Planned Giving Charitable Gift Planning

Getting Started in Planned Giving Charitable Gift Planning Getting Started in Planned Giving Charitable Gift Planning May 6, 2016 Presented By: Brian M. Sagrestano, JD, CFRE President and CEO Gift Planning Development, LLC About Our Presenter Brian M. Sagrestano

More information

STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY. Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner

STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY. Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner REALIZING OPPORTUNITY 35% Of High Net Worth Donors Plan to Increase

More information

Proposal Gifts Guide

Proposal Gifts Guide Proposal Gifts Guide 021312 2008 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

The Importance of a Major Gifts Program and How to Build One

The Importance of a Major Gifts Program and How to Build One A Marts & Lundy Special Report The Importance of a Major Gifts Program and How to Build One April 2018 2018 Marts&Lundy, Inc. All Rights Reserved. www.martsandlundy.com A Shift to Major Gift Programs For

More information

NOZA changed the way I look at giving potential. I use it daily and could not live without it. We use NOZA to look for the experience of philanthropy.

NOZA changed the way I look at giving potential. I use it daily and could not live without it. We use NOZA to look for the experience of philanthropy. Target Analytics H O W C H A R I TA B L E G I V I N G H I S T O R Y R E V E A L S PA S S I O N S A N D C A PA C I T Y M AY 1 7, 2 0 1 2 ( E X C E R P T F R O M W E B I N A R ) 2012 Blackbaud 1 NOZA changed

More information

the definition of insanity who are the affluent in america Today? Executive Summary Contents Wealth and Philanthropy in America White Paper

the definition of insanity who are the affluent in america Today? Executive Summary Contents Wealth and Philanthropy in America White Paper Wealth and Philanthropy in America White Paper Wealth and Philanthropy in America Target Affluent Prospects to Sustain Your Annual and Major Gift Programs Katherine Swank, J.D., Consultant, Target Analytics,

More information

Fundraising Effectiveness Project

Fundraising Effectiveness Project Fundraising Effectiveness Project Please silence your phone line by pressing *6 or mute on your phone There will be an opportunity at the end of the session for you to un-mute your phone for the Q and

More information

Planned Giving Best Practices. Memorial Sloan-Kettering Cancer Center

Planned Giving Best Practices. Memorial Sloan-Kettering Cancer Center Planned Giving Best Practices Memorial Sloan-Kettering Cancer Center 1 MSKCC Planned Giving Consistent planned giving marketing and growth for 20 years 16 staff members, including staff dedicated to stewardship

More information

Modeling for Success in Health Care Target Analytics Fundraising Models

Modeling for Success in Health Care Target Analytics Fundraising Models Modeling for Success in Health Care Target Analytics Fundraising Models Laura Worcester, Senior Consultant, Target Analytics Nancy Johnson, Analytics Partner Director, Target Analytics Ann Sitrick, Executive

More information

Regional Philanthropy Director Job Announcement

Regional Philanthropy Director Job Announcement Regional Philanthropy Director Job Announcement Scion Executive Search (www.scionexecutivesearch.com) has been retained to conduct a search for a new Regional Philanthropy Director for Mercy Housing Northwest

More information

How to Create a Major Gifts Program & Find Major Donors

How to Create a Major Gifts Program & Find Major Donors How to Create a Major Gifts Program & Find Major Donors Ryan Woroniecki VP of Strategic Partnerships DonorSearch.net Amy Eisenstein, ACFRE Author, Speaker, and Trainer amyeisenstein.com Using your GoToWebinar

More information

Goal-Setting and Building a Table of Gifts or You Do What You Measure

Goal-Setting and Building a Table of Gifts or You Do What You Measure C H A P T E R T W O Goal-Setting and Building a Table of Gifts or You Do What You Measure In This Chapter The core goals to set for your Annual giving program and how to develop them How to track and measure

More information

DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN

DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN Revised January 5, 2016 Development & Alumni Affairs Purpose: Our purpose is to generate maximum gift support for CALS based on the dean s priorities through

More information

GOVERNANCE AD-HOC COMMITTEE

GOVERNANCE AD-HOC COMMITTEE GOVERNANCE AD-HOC COMMITTEE 1. Establishing framework: Examining critical legal documents, which give community colleges the authority to establish auxiliary organizations Ed Code Section 72670 Examination

More information

Development Enterprise Strategic Plan. FY15-FY17 Rev. 2/25/15

Development Enterprise Strategic Plan. FY15-FY17 Rev. 2/25/15 Development Enterprise Strategic Plan FY15-FY17 Rev. 2/25/15 Contents Advancement Mission and Objectives Development Enterprise Mission and Vision Planning Background Development Enterprise Strategic Plan

More information

SAN FRANCISCO BOTANICAL GARDEN SOCIETY ANNUAL FUND OFFICER

SAN FRANCISCO BOTANICAL GARDEN SOCIETY ANNUAL FUND OFFICER Position Title: Annual Fund Officer Full or Part Time: 100% FTE Regular or Temporary: Regular Exempt or Non-exempt: Exempt Salary: Dependent on experience SAN FRANCISCO BOTANICAL GARDEN SOCIETY ANNUAL

More information

Soliciting Matching Gifts

Soliciting Matching Gifts Soliciting Matching Gifts Soliciting matching gifts is not straight forward. Responsibilities for the mechanics of data maintenance and acquisition, asking for matching gifts, pledge collection and follow-up

More information

ADVANCEMENT PLAN January June 2017

ADVANCEMENT PLAN January June 2017 ADVANCEMENT PLAN January June 2017 Shereitte C. Stokes III, ACFRE Vice President Page 1 of 10 York College December 13, 2016 Advancement is the sum total of the activities that a philanthropic-driven institution

More information

UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT

UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT REPORT TO THE 2009 LEGISLATURE Annual Report on University of Hawai i Tuition & Fees Special Fund Expenditures for the Purpose of Generating Private Donations

More information

Executive Search. Director of Development. Habitat for Humanity of Orange County

Executive Search. Director of Development. Habitat for Humanity of Orange County Executive Search for the Director of Development Habitat for Humanity of Orange County February 2017 1 Habitat for Humanity of Orange County Position Description: Director of Development http://orangehabitat.org/

More information

What Women Want Understanding the Needs and Objectives of Women s Philanthropic Giving

What Women Want Understanding the Needs and Objectives of Women s Philanthropic Giving What Women Want White Paper What Women Want Understanding the Needs and Objectives of Women s Philanthropic Giving The second in a series of papers on affluent markets within your donor constituency Katherine

More information

Amy Eisenstein. By MPA, ACFRE. Introduction Are You Identifying Individual Prospects? Are You Growing Your List of Supporters?...

Amy Eisenstein. By MPA, ACFRE. Introduction Are You Identifying Individual Prospects? Are You Growing Your List of Supporters?... Simple Things You re NOT Doing to Raise More Money Amy Eisenstein By MPA, ACFRE Introduction........................................... 2 Are You Identifying Individual Prospects?.......................

More information

DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN

DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN Revised August 13, 2013 Development & Alumni Affairs Purpose: Our purpose is to generate maximum gift support for CALS based on the dean s priorities through

More information

Alumni Affairs and Development Job Family: Major Gifts Officer Progression

Alumni Affairs and Development Job Family: Major Gifts Officer Progression Cornell University Staff Compensation Program Generic Job Profile Summaries Compensation Services 353 Pine Tree Road, East Hill Plaza, Ithaca, NY 14850 (607) 254-8355 compensation@cornell.edu www.hr.cornell.edu

More information

How and Where Do I Find Donors? No Money, No Mission!

How and Where Do I Find Donors? No Money, No Mission! How and Where Do I Find Donors? No Money, No Mission! 2016 Maryland Land Conservation Conference Presented by: Don Owen and Penelope Winkler 2 The Giving Pie Chart Prospecting - Individuals Goal: Determine

More information

Do-It-Yourself Prospect Research: Discovery Exciting and Innovative Research Methods You Can Take Back to Your Shop Today!

Do-It-Yourself Prospect Research: Discovery Exciting and Innovative Research Methods You Can Take Back to Your Shop Today! Do-It-Yourself Prospect Research: Discovery Exciting and Innovative Research Methods You Can Take Back to Your Shop Today! Tracey Church, MLIS, Tracey Church & Associates November 22, 2017 Metro Toronto

More information

LEADERSHIP ANNUAL GIVING: KEY COMPONENTS OF A SUCCESSFUL PROGRAM

LEADERSHIP ANNUAL GIVING: KEY COMPONENTS OF A SUCCESSFUL PROGRAM LEADERSHIP ANNUAL GIVING: KEY COMPONENTS OF A SUCCESSFUL PROGRAM August 6-7, 2018 New Orleans, LA Strengthen your donor pipeline and build your mid-level giving program. OVERVIEW Learn how to successfully

More information

New Metrics. Stacey Sickels Heckel, CFRE. Anne Arundel Community College. Marianne Briscoe, Ph.D., ACFRE President, Brakeley Briscoe Inc..

New Metrics. Stacey Sickels Heckel, CFRE. Anne Arundel Community College. Marianne Briscoe, Ph.D., ACFRE President, Brakeley Briscoe Inc.. What We Measure Improves Going Beyond the Numbers New Metrics for Measuring Fundraising Success Stacey Sickels Heckel, CFRE Executive Director, Institutional Advancement & AACC Foundation Anne Arundel

More information

JOB POSTING. Director of Advancement Communications

JOB POSTING. Director of Advancement Communications JOB POSTING POSITION TITLE: CLASSIFICATION: DEPARTMENT: POSITION REPORTS TO: Director of Advancement Communications Exempt Institutional Advancement Vice President for Institutional Advancement (may be

More information

Executive Analysis. In-depth philanthropic and wealth data on all of your prospects at a glance

Executive Analysis. In-depth philanthropic and wealth data on all of your prospects at a glance Executive Analysis In-depth philanthropic and wealth data on all of your prospects at a glance Executive Analysis: Measure Your Progress And Your Potential Executive Analysis is a new tool from DonorSearch

More information

Prospecting for Peak Performance

Prospecting for Peak Performance Prospecting for Peak Performance TIPS FOR EFFECTIVELY RESEARCHING AND MANAGING PROSPECTIVE MAJOR DONORS Speakers Adam Martel CEO & Co-Founder, Gravyty adam@gravyty.com Ian T. Wells President, Ian T. Wells

More information

AHP Annual International Conference October 2-5, 2013

AHP Annual International Conference October 2-5, 2013 AHP Annual International Conference October 2-5, 2013 HARNESSING THE POTENTIAL OF MID-LEVEL GIVING Mandy Walsh Development Director, Oakville Hospital Foundation Nicole Nakoneshny Vice President, Strategy

More information

PROFESSIONAL EXPERIENCE DIRECTOR, DONOR ENGAGEMENT AND DEVELOPMENT OPERATIONS

PROFESSIONAL EXPERIENCE DIRECTOR, DONOR ENGAGEMENT AND DEVELOPMENT OPERATIONS ROSE DALBA dalbar@cso.org 312.953.3897 (cell) http://www.linkedin.com/pub/rose-dalba/ Senior manager with 16 years of experience in Development Communication and Donor Stewardship, specializing in developing

More information

Background & Bias

Background & Bias The Reboot of Philanthropy in Higher Education Northeast Annual Giving Conference Michael Westfall Eastern Washington University Background & Bias The Advancement Evolution Continues Private Research One

More information

BOARD OF TRUSTEES. Institutional Advancement. Minutes. September 27, 2016

BOARD OF TRUSTEES. Institutional Advancement. Minutes. September 27, 2016 BOARD OF TRUSTEES Institutional Advancement Minutes September 27, 2016 Institutional Advancement Committee members in attendance: Committee Chair Johnson, Trustees Queenin and Landrau. Also in attendance,

More information

Statements of Vision, Mission, Values. Strategic Plan Direction. and

Statements of Vision, Mission, Values. Strategic Plan Direction. and 2017 2019 Strategic Plan 2017 Revision v.2 Revision approved by Center for Ethics in Health Care Executive Committee on 6/21/17 & Steering Committee on 7/10/17 Statements of Vision, Mission, Values and

More information

Independent School Fundraising. By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams

Independent School Fundraising. By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams Independent School Fundraising 2018 Trends By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams The philanthropic landscape for the independent school sector has changed substantially

More information

White Paper. Use Matching Gifts to Stretch Your Fundraising Budget

White Paper. Use Matching Gifts to Stretch Your Fundraising Budget White Paper Use Matching Gifts to Stretch Your Fundraising Budget We all know the old saying that it takes money to make money. But as a fundraiser, you also know that it also takes time, staff, resources,

More information

Option #1: Premium 5,000 Database Review with ProspectView Online for 12 Months Listed Rate: $4,000 GPCA Discounted Rate: $3,250

Option #1: Premium 5,000 Database Review with ProspectView Online for 12 Months Listed Rate: $4,000 GPCA Discounted Rate: $3,250 Below are a few points that highlight the proposed services for the members of the Greater Philadelphia Alliance: Option #1: Premium 5,000 Database Review with ProspectView Online for 12 Months Listed

More information

Recruitment Profile for. Vice President of Philanthropy. Braille Institute LEADERSHIP TRANSITION EXECUTIVE SEARCH BOARD ADVISORY

Recruitment Profile for. Vice President of Philanthropy. Braille Institute LEADERSHIP TRANSITION EXECUTIVE SEARCH BOARD ADVISORY Recruitment Profile for LEADERSHIP TRANSITION EXECUTIVE SEARCH BOARD ADVISORY 1800 Hi Point Street Los Angeles CA 90035 Office 323.930.8948 Mobile 323.715.2505 www.kevinchasesearch.com POSITION DESCRIPTION

More information

Minsi Trails Council 2016 Development Plan

Minsi Trails Council 2016 Development Plan Minsi Trails Council 2016 Development Plan Scouting Overview The Boy Scouts of America is the nation s foremost youth leadership development organization today Scouting in Minsi Trails Council (MTC) enjoys

More information

Technology and Alumni Data at the University of California. Geoffrey A. O Neill AVP Institutional Advancement May 2009

Technology and Alumni Data at the University of California. Geoffrey A. O Neill AVP Institutional Advancement May 2009 Technology and Alumni Data at the University of California Geoffrey A. O Neill AVP Institutional Advancement May 2009 Overview How we collect Alumni (advancement) data Constituents Cohorts Caution How

More information

Revenue Sources. Charitable Giving 8/29/12. Exploring the Revenue Path Less Traveled: Fund-Raising and Grants

Revenue Sources. Charitable Giving 8/29/12. Exploring the Revenue Path Less Traveled: Fund-Raising and Grants Exploring the Revenue Path Less Traveled: Fund-Raising and Grants Janet Levine Janet Levine Consulting Building Capacity for Nonprofit Organizations Revenue Sources Other includes investment income, government

More information

AFP-GPC Job Bank Web Posting: November 15, 2017 To place your job opening here, please contact the AFP-GPC office at

AFP-GPC Job Bank Web Posting: November 15, 2017 To place your job opening here, please contact the AFP-GPC office at Association of Fundraising Professionals Greater Philadelphia Chapter 100 North 20 th Street, Suite 400, Philadelphia, PA 19103 T: 215-320-3871; F: 215-564-2175 E: chapter@afpgpc.org; W: www.afpgpc.org

More information

National Conference on Philanthropic Planning

National Conference on Philanthropic Planning National Conference on Philanthropic Planning October 3-5, 2012 New Orleans, Louisiana Conference Presentation Paper Partnership for Philanthropic Planning 2012. All rights reserved. A PLANNED GIVING PLAN

More information

Beyond #GivingTuesday Crafting a Winning Year-End Strategy

Beyond #GivingTuesday Crafting a Winning Year-End Strategy Beyond #GivingTuesday Crafting a Winning Year-End Strategy Presented by: Margo Jacobs Director of Development, Campaigns United Nations Foundation Laura Aikens Senior Vice President CCS Wednesday, July

More information

Benchmarking the Alumni Relations Program

Benchmarking the Alumni Relations Program Benchmarking the Alumni Relations Program Rae Goldsmith Vice President of Advancement Resources, CASE and Paul Heaton, Director CASE Center for Community College Advancement 2012 CASE Conference for Community

More information

Mike Bell, President Mike Bell & Associates, LLC Advisors in Philanthropy.

Mike Bell, President Mike Bell & Associates, LLC Advisors in Philanthropy. Mike Bell, President Advisors in Philanthropy www.mikebellandassociates.com mbell34695@gmail.com 727-798-4401 2013 1 2013 2 Participants will be able to identify and implement The critical components of

More information

Assessment Report Academic Year Office of Institutional Advancement

Assessment Report Academic Year Office of Institutional Advancement Mission Statement: The Mission of the Kean University Foundation is to promote giving and provide meaningful financial resources to Kean University and its students: supporting the university s mission

More information

Job Related Information

Job Related Information Job Related Information This document includes information about the role for which you are applying and the information you will need to provide with your application. 1. Role Details Vacancy reference

More information

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT Pam Velo, CAP GIFT Consultant Velo Philanthropic Advising IMPORTANCE OF DONOR RELATIONSHIPS IN COMMUNITY FOUNDATIONS Interest in and commitment to community

More information

Fundraising and Moving Your Mission Forward

Fundraising and Moving Your Mission Forward Fundraising Moving Your Mission Forward Presented by: Si Frost Steensma President CEO, Kennari Consulting MARO Spring Leadership Conference June 2018 Who is Kennari Consulting Founded in 2007 One of the

More information

RFP # Direct Mail Fundraising Services. Addendum I. Answers to Questions

RFP # Direct Mail Fundraising Services. Addendum I. Answers to Questions RFP #17-07 Direct Mail Fundraising Services Addendum I Answers to Questions 1. Expansion opportunities where in the U.S. do you see the right combination of factors for your expansion communities with

More information

ASSIST. January 1, 2018 assist-inc.org

ASSIST. January 1, 2018 assist-inc.org ASSIST Suffield, Connecticut Director of Development January 1, 2018 assist-inc.org Mission ASSIST creates life-changing opportunities for outstanding international scholars to attend and contribute to

More information

University Advancement

University Advancement University Advancement Robert W. Groves Vice President University Advancement Slide 1 University Advancement Bob Groves Vice President University Advancement Scott Westerman Assoc. Vice President Alumni

More information

Strategic Plan. Prepared by: Mesabi Range College Foundation Board Betsy Olivanti, Executive Director. Phone:

Strategic Plan. Prepared by: Mesabi Range College Foundation Board Betsy Olivanti, Executive Director. Phone: Phone: 218-748-2433 Virginia, MN 55792 Strategic Plan Prepared by: Mesabi Range Board Betsy Olivanti, Executive Director Mission Mesabi Range s mission is to assist Mesabi Range Community & Technical College

More information

2/23/ which leads us to...working Smarter Not Harder!

2/23/ which leads us to...working Smarter Not Harder! Principal, Elderstone Resource Development since 1991 www.elderstone.ca - training and coaching boards, chief executives and senior fund development teams Orchestras Canada Small Business Orchestras January

More information

Strategic Plan

Strategic Plan Strategic Plan 2017-2022 INTRODUCTION The University of Georgia Foundation, through its Executive Director, Officers, Trustees and Staff, is dedicated to the ongoing pursuit of excellence by way of carrying

More information

MARTS & LUNDY SPECIAL REPORT. Essential Elements of a Grateful Patient Fundraising Program

MARTS & LUNDY SPECIAL REPORT. Essential Elements of a Grateful Patient Fundraising Program Essential Elements of a Grateful Patient Fundraising Program August 2017 Introduction Successfully engaging grateful patients in philanthropy has been a widely-accepted and critically important best practice

More information

MAJOR GIFT FUNDRAISING:

MAJOR GIFT FUNDRAISING: MAJOR GIFT FUNDRAISING: Unlocking the Potential for Your Nonprofit By Dr. Adrian Sargeant, Amy Eisenstein, ACFRE, and Dr. Rita Kottasz This project was made possible by the following sponsors: For a copy

More information

Grateful Patients: Critical Success Factors for Navigating Healthcare s Fastest Growing Donor Segment.

Grateful Patients: Critical Success Factors for Navigating Healthcare s Fastest Growing Donor Segment. Consultants in Philanthropic Management WHITE PAPER: Healthcare / 2010 Grateful Patients: Critical Success Factors for Navigating Healthcare s Fastest Growing Donor Segment www.grenzebachglier.com About

More information

Fundraising. Detailed Assessment Report I. Goals and Outcomes/Objectives, with Any Related Measures, Targets, Findings, and Action Plans

Fundraising. Detailed Assessment Report I. Goals and Outcomes/Objectives, with Any Related Measures, Targets, Findings, and Action Plans Fundraising Detailed Assessment Report 2015-2016 Mission / Purpose To provide opportunities through fundraising for students to pursue a quality education and assist in developing the important qualities

More information

Herding Cats: The Art of Prospect Management

Herding Cats: The Art of Prospect Management Herding Cats: The Art of Prospect Management Ruthie Giles Senior Researcher for Prospect Management and Cat Herder Extraordinaire Keith Michel Executive Director of Leadership Giving CASE District I Conference

More information

Executive Search Executive Director/ Vice President of LA Affairs MISSION

Executive Search Executive Director/ Vice President of LA Affairs MISSION Executive Search Executive Director/ Vice President of LA Affairs Sterling Search Inc. has been exclusively retained to recruit for the Executive Director/Vice President of LA Affairs (ED/VP) for Discovery

More information

2017 Fundraising Plan

2017 Fundraising Plan 2017 Fundraising Plan In its 2015 Strategic Plan, the Alliance identified the critical need to increase unrestricted funding. Currently, unrestricted funds total less than 5% of Alliance total annual income.

More information

Work Smarter Not Harder

Work Smarter Not Harder Work Smarter Not Harder Allan Burrows & Clare Jordan August 14, 2014 Full-Service Fundraising Consulting and Executive Search Firm Campaign planning and implementation Feasibility studies Board and volunteer

More information

Job Purpose. Background Information

Job Purpose. Background Information Job Title: Location: Salary: Contract: Hours: Reporting to: Philanthropy Manager Great Ormond Street, London WC1N 35,000 to 38,000 per annum (dependent on experience) Permanent Full-Time and Part-Time

More information

WESTERN STOCK SHOW ASSOCIATION (WSSA) CAPITAL CAMPAIGN COORDINATOR NATIONAL WESTERN CENTER $60 MILLION CAPITAL CAMPAIGN Hours: Full time 40 hours/week

WESTERN STOCK SHOW ASSOCIATION (WSSA) CAPITAL CAMPAIGN COORDINATOR NATIONAL WESTERN CENTER $60 MILLION CAPITAL CAMPAIGN Hours: Full time 40 hours/week WESTERN STOCK SHOW ASSOCIATION (WSSA) CAPITAL CAMPAIGN COORDINATOR NATIONAL WESTERN CENTER $60 MILLION CAPITAL CAMPAIGN Hours: Full time 40 hours/week The Campaign Coordinator, the first position to be

More information

The Blackbaud Index. Overall Giving, Online Giving, and Foundation Index Trends

The Blackbaud Index. Overall Giving, Online Giving, and Foundation Index Trends Overall Giving, Online Giving, and Foundation Index Trends PRESENTED BY CHUCK LONGFIELD, CHIEF SCIENTIST, BLACKBAUD WITH A CLOSER LOOK BY TODD COHEN, FOUNDER, PHILANTHROPY NORTH CAROLINA Contents 2 The

More information

New Jersey Institute for Social Justice Development Associate

New Jersey Institute for Social Justice Development Associate New Jersey Institute for Social Justice Development Associate The New Jersey Institute for Social Justice seeks a dynamic and entrepreneurial Development Associate to work with the Institute s development

More information

IMPACTING AND PRESERVING THE FUTURE FOR ALL OF US Silicon Valley Community Foundation

IMPACTING AND PRESERVING THE FUTURE FOR ALL OF US Silicon Valley Community Foundation IMPACTING AND PRESERVING THE FUTURE FOR ALL OF US Silicon Valley Community Foundation LETTER FROM CEO Welcome to the new Silicon Valley Community Foundation Thanks to the commitment of people like you,

More information

Effective Fundraising for Education Foundations

Effective Fundraising for Education Foundations Effective Fundraising for Education Foundations NJEFP Annual Conference THE POWER OF EDUCATION FOUNDATIONS: Facing the Future of Public Education in NJ April 25, 2009 www.ruthellenrubin.com Success in

More information

Request for Proposal Philanthropy Development Consulting

Request for Proposal Philanthropy Development Consulting Request for Proposal Philanthropy Development Consulting Pima Community College Foundation 4905 E. Broadway Blvd. Tucson, AZ 85709 T: 520-206-4646 Email: rschaming@pima.edu Contact Name: Rachel Schaming,

More information

First thing that comes to your mind when you hear. Fundraising

First thing that comes to your mind when you hear. Fundraising Philanthropy 101 First thing that comes to your mind when you hear. Fundraising Giving Statistics 95% of households give to charity Americans gave $358 billion in 2014 7% increase from 2013 In 2014, majority

More information

University of Oxford Department of Computer Science Senior Development Manager

University of Oxford Department of Computer Science Senior Development Manager University of Oxford Department of Computer Science Senior Development Manager page 1 Contents 4 Background information 7 The Role 8 Key Criteria for Success 9 Key Responsibilities 11 Person Specification

More information

AFP Montana Webinar Library Titles

AFP Montana Webinar Library Titles 1. Major Gifts for Small Shops Amy Eisenstein, May 7, 2014 2. Millenial Motivation: What Makes Millenials Want to Give S. Michelle Cline, March 13, 2014 3. Annual Fund and Major Gift Partnerships; Pipeline

More information

AFP-GPC Job Bank Web Posting: September 15, 2016 To place your job opening here, please contact the AFP-GPC office at

AFP-GPC Job Bank Web Posting: September 15, 2016 To place your job opening here, please contact the AFP-GPC office at Association of Fundraising Professionals Greater Philadelphia Chapter 100 North 20 th Street, Suite 400, Philadelphia, PA 19103 T: 215-320-3871; F: 215-564-2175 E: chapter@afpgpc.org; W: www.afpgpc.org

More information

THE FUNDRAISING CYCLE. Understanding the circular, ongoing nature of fundraising

THE FUNDRAISING CYCLE. Understanding the circular, ongoing nature of fundraising THE FUNDRAISING CYCLE Understanding the circular, ongoing nature of fundraising Fundraising is a cycle Fundraising is ongoing, seasonal and circular it only ends if the organization or donor chooses to

More information