CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT

Size: px
Start display at page:

Download "CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT"

Transcription

1 CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT Pam Velo, CAP GIFT Consultant Velo Philanthropic Advising

2 IMPORTANCE OF DONOR RELATIONSHIPS IN COMMUNITY FOUNDATIONS Interest in and commitment to community Educated philanthropists Resource for the community Growing the next gen of philanthropists Increased gifts and bequests to community foundation

3 A WORD ABOUT BEQUESTS GIFT Community Foundation Estate Gift Survey Two thirds of Indiana CFs reported the number and amount of gifts from Average size estate gift was $246,582 Over the next 10 years, $104 billion will be transferred in Indiana How will you cash in on that windfall?

4 ASSET DEVELOPMENT IN COMMUNITY FOUNDATIONS More of an OFFER than an ASK NFP Fundraising VS CF Asset Development Must convince a donor to give to its specific cause Annual appeals, continually asking Lots of events Relationship management Offer to assist donor with fulfilling their charitable wishes or legacy Building long-term relationships Small, intimate gatherings Stewardship and service

5 Prospect Identification/ Qualification Board member referral Professional advisor referral Giving history Event guest Relationship to CF Wealth screening DONOR LIFECYCLE Cultivation Early PR Peer to Peer Events Committees Advanced Relationship Visits Passions Linkage Capacity Propensity Stewardship Timely thank you. IRS-proof receipt! Annual reports of impact Planned touches Unplanned opportunities Next gift opportunity? Build, maintain and enhance relationships! Solicitation Natural partner Proposal Gift agreement

6 2004 Advancement Resources DONOR DEVELOPMENT

7 4 PILLARS OF DONOR-CENTERED ASSET DEVELOPMENT

8 GETTING TO KNOW YOUR DONORS Listen! What does the donor want from the CF? Identifying donor values and interests Identifying donor philanthropic goals Communicating effectively Documentation

9 HELP DONORS ACHIEVE THEIR PHILANTHROPIC GOALS Education Information on community issues Organizations in their interest areas Speakers of interest Sweet spot co-investing Include next gen members Educate next gen Governance advice Family meeting facilitation Informal gathering for donor peers Staff preps information on topic Staff sends information Facilitate a peer discussion Community volunteer CF volunteer Event attendance CF Ambassador

10 THANKING AND CELEBRATING DONORS Prompt and sincere thanks Phone calls from staff and Board Handwritten notes In-person visits Recognition

11 DONOR-ADVISED FUND (DAF) GRANTMAKING Their charitable interests Their grantmaking goals Their grantmaking strategies Their grant impact THEN Co-investing with the CF Gifts to unrestricted Additional gifts

12 EXISTING DONORS AS PROSPECTS FOR GIVING TODAY AND IN THE FUTURE Personalized, reliable and consistent service Prompt and genuine thanks Communication of gift impact Community foundation engagement More and larger gifts Permanent or new funds Planned gifts Gifts to unrestricted fund Ambassadors for CF

13 NEVER ASK FOR ANOTHER GIFT UNLESS Prompt, sincere thanks for their gift Confirmation that it is being used as intended Communicate the results of donor gifts prior to asking for another gift

14 MANAGING DONOR WORK

15 YOUR NEW PASSION DOCUMENTATION! If it isn t documented, it didn t happen Allows everyone in the CF to stay informed Allows you to plan your next moves Helps you to personalize communication Mitigates the impact of the bus

16 MANAGING FOR SUCCESS PLANNING STAGE Identify resources for development ($ and human) Develop strategies, and identify Board and Staff to implement them Create a framework for Identifying new prospects Cultivating existing donors Developing relationships with professional advisors Set goals and benchmarks Develop and maintain a timeline and calendar. Use it faithfully! Create materials for Board and Staff to use.

17 PLAN IMPLEMENTATION Widely share the plan, timeline and persons responsible Identify prospects, determine the best way to introduce them to the foundation Identify your hallmarks of stewardship and implement them consistently Cultivate and steward prospects, existing donors and professional advisors Schedule and conduct introductions, visits and meetings Make sure events are truly cultivation events follow up! Document development activities and information Review asset development activities and progress at each board meeting

18 MEASURING PROGRESS AND SUCCESS Track progress on development outcomes and benchmarks Report progress to Board on a regular basis Reassess strategies and activities annually Use findings to tweak plan for the following year CELEBRATE your success!

19 MANAGING FOR SUCCESS WORK MANAGEMENT SPREADSHEET Service areas and tasks Purpose/planned result Responsible persons Activities Next steps/progress Due date

20 THE WHAT AND WHY OF TIERED SERVICES Donor Services & Capacity The Debate 80/20 Rule Or 20/60/20 Rule

21 What Are Tiered Services? Not the same as stewardship activities Designed to advance relationship with donor Services are delivered based on tiering criteria, and staff capacity Funds with the most potential, receive more services Periodically, staff and Board should discuss opportunities/strategies for donor movement between tiers Tiered Services Tiered services Tiered Services

22 SAMPLE TIERED SERVICES Lower Tier Services Higher Tier Services Mailed donor handbook Annual call/visit Annual CF updated and impact Anniversary card, milestone acknowledgement Thanksgiving card All of the Lower Tier Services plus: In person meeting for orientation Inclusion in events Proactive sharing of information relevant to interests (articles, research, community news) Lunch with CEO or Board Member Family Philanthropy Services Strategic charitable planning One thing to keep in mind

23 SAMPLE CRITERIA FOR TIERING Fund size Frequency of gifts Has a planned gift for the Foundation Potential for new/additional gifts or funds Community connections/influence Degree of engagement with the Foundation Grants that make an impact on the community

24 ANNUAL VISITS AND CALLS CUES o New interest areas o Retirement o Death of older relative o Considering a business, farm or home sale o Kids getting married or graduating from college (insurance) o Concerns about having enough money o Desire to leave an inheritance Prepare for meeting or call Catch up on their news and listen for cues Share the CF news and updates Review their Foundation gift history Review their grants and grant impact Ask them for service feedback, address any issues Discuss future giving plans Lovely parting gifts

25 COMMUNICATION STRATEGIES Foundation News (Positive Results Trump Needs!) Website Annual report Recognition Thank you calls Board Anniversary note cards Thanksgiving cards End of year s

26 BUT I LIVE IN THE REAL WORLD Other activities have external timetables Make it a real priority (change your behavior) Create routine and discipline Power in shared goals Integrate activities into existing contacts Serendipity

27 SMALL GROUP DISCUSSION MAKING IT WORK Three ways to integrate new development activities into your existing work

28 RECOMMENDED READING Fundraising and Moves Management Donor Centered Fundraising Penelope Burk The Artful Journey William Sturtevant Seven Faces of Philanthropy Russ A. Prince and Karen M. File Strategic Charitable Planning Inspired Giving Tracy Gary

29 TOOLKIT DOCUMENTS ON FLASH DRIVE (1 COPY IN PURPLE FOLDER ON EACH TABLE) 1. Annual Donor Call Preparation and Agenda 2. Community Foundation Asset Development Plan 3. Donor Services Time Management and Planning 4. Portfolio Quick Facts 5. Community Foundation Donor Services (types and tiered donor services)

30 ANNUAL DONOR CALL PREPARATION AND AGENDA

31 COMMUNITY FOUNDATION ASSET DEVELOPMENT PLAN

32 DONOR WORK MANAGEMENT GRID-PAGE 1

33 DONOR WORK MANAGEMENT GRID-PAGE 2

34 PORTFOLIO QUICK FACTS

35 FUND TYPES & TIERED DONOR SERVICES SAMPLE Sample Community Foundation Donor Services Stewardship and Fund Services Donor services are delivered based on fund and tiering information, and staff capacity. Funds that have the most potential for community impact and additional gifts, typically receive more services. The following outline identifies possible services for each tier and each type of CF fund. Periodically, all involved staff should discuss opportunities for donor movement between tiers. Stewardship (all donors) Timely thank you for gifts Prompt response to calls/requests Fund statements and investment report Grant reports and/or gift impact letter offer of assistance for end-of-year gifts and grants Donor Services Designated Funds Annual stewardship call Respond to calls/requests Thanksgiving card Contact to offer assistance for end of year gifts Future Funds Annual stewardship call CF update and results Thanksgiving card Invitation to thank you event Unrestricted Named Funds and Donors Annual stewardship contact CF update and results Thanksgiving card Invitation to thank you event Charitable Organization Endowment Funds Annual stewardship call Thanksgiving card Invitation to annual fund development workshop Scholarship Funds Annual meeting/call CF update and results Scholarship fund handbook/materials Selection committee preparation, meetings, follow up Student follow up Invitation to an event Thanksgiving card

36 FUND TYPES & TIERED DONOR SERVICES SAMPLE-PAGE 2 Sample Community Foundation Donor Services Stewardship and Fund Services Donor-Advised Funds Tier Three Donor advisor orientation and handbook - meeting or mailing Annual stewardship phone call Annual CF update and results Anniversary card, milestone acknowledgement Thanksgiving card Tier Two All of the above, plus: Inclusion in select events Annual meeting or call o Grant history report Strategic charitable planning* Limited organization and info topic research* Family Philanthropy services* *(depending on interest, level of engagement and potential for new gifts) Tier One All of the above, plus: Send information relevant to interests (articles, research, community news) Milestone lunches, meeting with CEO Offer of organization and info topic research Site visits, meetings with grant staff Meeting facilitation Major Donor-Advised Funds ($10 million and over) In addition to the above, includes customized services: Proposal/application process development & management Webpage Quarterly call from CEO Annual dinner with CEO and 1-2 board members

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

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

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

Philanthropy and Fundraising in Today s Environment. Beyond Federal Funds: The role of Philanthropy and Fundraising.

Philanthropy and Fundraising in Today s Environment. Beyond Federal Funds: The role of Philanthropy and Fundraising. Philanthropy and Fundraising in Today s Environment Beyond Federal Funds: The role of Philanthropy and Fundraising. August 2016 What s in it for you? Our Purpose: Recognize the culture is shifting around

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

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

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

FUNDAMENTALS OF FUNDRAISING. Randolph L. Clour, AEP, CFP, CFRE Executive Director AtlantiCare Foundation

FUNDAMENTALS OF FUNDRAISING. Randolph L. Clour, AEP, CFP, CFRE Executive Director AtlantiCare Foundation Randolph L. Clour, AEP, CFP, CFRE Executive Director AtlantiCare Foundation Comprehensive Development 2008 Comprehensive Development Definitions Trends / Donors Case for Support Face to Face activity Stewardship

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

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

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

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

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

The Renaissance Charitable Gift Fund. Donor-Advised Fund Program

The Renaissance Charitable Gift Fund. Donor-Advised Fund Program The Renaissance Charitable Gift Fund Donor-Advised Fund Program www.rcgf.org TABLE OF CONTENTS Renaissance Charitable Gift Fund... Page 2 Donor-Advised Funds... Page 3 Definitions... Page 3 Donors and

More information

the communities of coastal georgia foundation + you

the communities of coastal georgia foundation + you For good + Forever the communities of coastal georgia foundation + you Strengthening our Communities through Engaged Philanthropy communities of Coastal GEorgia foundation In 2005, a cadre of some 70 families

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

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

WRIGHT STATE UNIVERSITY BOARD OF TRUSTEES

WRIGHT STATE UNIVERSITY BOARD OF TRUSTEES WRIGHT STATE UNIVERSITY BOARD OF TRUSTEES Advancement Committee Report November 2017 1. Alumni Relations Report 2. Wright State Foundation Financial Report 3. Development Report 4. Discover Your Story:

More information

Your Fundraising Plan: Where Mission and Margin Meet

Your Fundraising Plan: Where Mission and Margin Meet Your Fundraising Plan: Where Mission and Margin Meet Nonprofit Essentials July 20, 2011 St. Thomas University Reid A. Zimmerman, PhD, CFRE 1 A Fund Raising Story Funny Good Bad Scary Successful Who has

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

What Will Be Your Legacy?

What Will Be Your Legacy? "I found a fruitful world, because my ancestors planted it for me. Likewise, I am planting for future generations." -Talmud, Ta anit 23a What Will Be Your Legacy? Dena Morris Kaufman April, 2017 Harold

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

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

VIBRANT. Strategic Plan Executive Summary

VIBRANT. Strategic Plan Executive Summary Inspiring Philanthropy VIBRANT Community Strategic Plan 2014 2016 Executive Summary embracing change Our community is fluid. The ebbs and flows of local, regional and national issues constantly influence

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 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

Successful Campaigns: Raising Million Dollar Gifts

Successful Campaigns: Raising Million Dollar Gifts Successful Campaigns: Raising Million Dollar Gifts Virginia Fund Raising Institute (VFRI) July 19, 2018 Richmond, VA Karin L. Cox, MFA Co Founder and Senior Executive Vice President Hartsook Fundraising

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

Middle Child Syndrome

Middle Child Syndrome Middle Child Syndrome Essentials for Mid-level Giving Programs Hayley B. Mueller, M.A. July 21, 2016 What s the plan? What is mid-level giving? Who are my mid-level donors? Let s look at some sample programs.

More information

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

TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION

TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION TEACHING NOTE: SI-112 TN DATE: 06/01/13 TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION John Goldman is a sixth generation San Franciscan and a descendant of Levi Strauss, the entrepreneur who started

More information

Leveraging Nonprofits as Endowment Builders. Engaging nonprofits for donor connectivity and growing their own endowments

Leveraging Nonprofits as Endowment Builders. Engaging nonprofits for donor connectivity and growing their own endowments Leveraging Nonprofits as Endowment Builders Engaging nonprofits for donor connectivity and growing their own endowments June 14, 2016 Welcome Agenda Introductions Housekeeping Items Leverage nonprofit

More information

The Strategic Plan of the University of Vermont Foundation. July 1, 2015 June 30, 2020

The Strategic Plan of the University of Vermont Foundation. July 1, 2015 June 30, 2020 The Strategic Plan of the University of Vermont Foundation July 1, 2015 June 30, 2020 MISSION The mission of the UVM Foundation is to secure and manage private support for the benefit of the University

More information

Creative Cultivation. The Curtis Group. The Curtis Group. The Curtis Group March, NOT FOR DISTRIBUTION (c) Virginia Association of Museums

Creative Cultivation. The Curtis Group. The Curtis Group. The Curtis Group March, NOT FOR DISTRIBUTION (c) Virginia Association of Museums Creative Cultivation Virginia Association of Museums March 2018 The Curtis Group OUR MISSION Committed to promoting philanthropy, we help nonprofits plan their future, build awareness, and raise substantial

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

Blended Gifts even in small development shops

Blended Gifts even in small development shops Blended Gifts even in small development shops A Key Component to Successfully Closing Complex Planned and Major Gifts Scott Lumpkin AFP Colorado -December 2016 Blended Gifts: In a Nutshell It s About Helping

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

University Advancement

University Advancement University Advancement Robert W. Groves Vice President University Advancement The New Reality A Changing Funding Mix 77% Appropriation Support 63% 64% 56% 52% 62% 50% Tuition 32% 30% 37% 42% 42% 18% Other

More information

Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description

Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description The Tahoe Truckee Community Foundation is seeking a seasoned leader to engage the community and build the leadership and

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

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

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

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

SAMPLE LANGUAGE FOR BEQUESTS

SAMPLE LANGUAGE FOR BEQUESTS SAMPLE LANGUAGE FOR BEQUESTS UPDATED NOVEMBER 2015 Charitable giving can be an important part of the legacy you choose to leave. A Donor Advised Fund could allow future generations to carry on your legacy.

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

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

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

cate+proctor FUNDRAISING

cate+proctor FUNDRAISING OVERVIEW The Coastal Bend Bays and Estuaries Program engaged the consultancy services of Cate+Proctor to provide an assessment of its fundraising potential. Through discussions and analysis of current

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

Current Trends in Philanthropy and Charitable Giving. Eric Javier and Sevil Miyhandar, CCS Fundraising January 26, 2018

Current Trends in Philanthropy and Charitable Giving. Eric Javier and Sevil Miyhandar, CCS Fundraising January 26, 2018 Current Trends in Philanthropy and Charitable Giving Eric Javier and Sevil Miyhandar, CCS Fundraising January 26, 2018 Today s Presenters Eric Javier Principal & Managing Director CCS Sevil Miyhandar Managing

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

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

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

The Funding Landscape: Federal, Foundation, and Corporate Grantmaking Prepared for Temple University

The Funding Landscape: Federal, Foundation, and Corporate Grantmaking Prepared for Temple University The Funding Landscape: Federal, Foundation, and Corporate Grantmaking Prepared for Temple University Grantwriting Workshop #3 Module 1 February 15, 2017 www. hanoverresearch. com WHO MAKES GRANTS AND WHY?

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

Introduction California Community Foundation

Introduction California Community Foundation Introduction Nonprofit leaders today are faced with doing more with less. Too few have long-term fundraising plans in place because of the urgency to meet immediate and short-term financial obligations.

More information

GRANT PROPOSAL GUIDELINES

GRANT PROPOSAL GUIDELINES GRANT PROPOSAL GUIDELINES The Chester County Community Foundation connects people who care with causes that matter, so their philanthropy makes a difference now and forever. The Community Foundation is

More information

Effective Relationship Management and Stewardship with Philanthropic Families

Effective Relationship Management and Stewardship with Philanthropic Families Effective Relationship Management and Stewardship with Philanthropic Families April 2016 Adnet Session #NCFPCF #NCFPCF 1 #NCFPCF Jennifer Touchet Greater Houston Community Foundation @jbouchet Robyn Schein

More information

Fundraising Basics The Building Blocks of Fundraising Success

Fundraising Basics The Building Blocks of Fundraising Success Fundraising Basics The Building Blocks of Fundraising Success Sage Solutions Nonprofit Consulting, LLC Peggy M. Owens, CFRE Peggy M.Owens: 406-932-4053 peggymowens@gmail.com About You What would you like

More information

Your Fundraising Planning Guide

Your Fundraising Planning Guide Your Fundraising Planning Guide PLANNING GUIDE CONTENTS 1 2 3 4 5 What is #GivingTuesday? Don t Dos + Must Dos Suggested Planning Timeline Planning Checklist (Plan, Prepare, Promote) Additional Resources

More information

TIME PRESENTER TOPIC DESCRIPTION ROOM

TIME PRESENTER TOPIC DESCRIPTION ROOM KAIZEN CONFERENCE Gift Planning Fundamentals Advancing Gift Planning May 31 June 1, 2016 St. John s College 92 Dysart Road Winnipeg MB TUESDAY MAY 31, 2016 GIFT PLANNING FUNDAMENTALS TIME PRESENTER TOPIC

More information

Our Culture Philanthropy

Our Culture Philanthropy Our Culture of Philanthropy A Guide to Fundraising at Riverfield Philanthropy is something that is deep-seated in the culture of the United States. It began with voluntary association fundraising in colonial

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

Context of Today s Presentation

Context of Today s Presentation Debunking the Myths of Corporate and Foundation Funding July 19, 2018 Amy Nisenson, Executive Director, The Mary Morton Parsons Foundation and Cynthia Balderson, Manager-Philanthropy & Community Partnership

More information

Your Vision. Our Experience. The Boston Foundation. Customizing Charitable Solutions for Your Private Foundation

Your Vision. Our Experience. The Boston Foundation. Customizing Charitable Solutions for Your Private Foundation Your Vision. Our Experience. The Boston Foundation. Customizing Charitable Solutions for Your Private Foundation Increasing the Impact of Your Private Foundation By partnering with the Boston Foundation,

More information

Respecting Legacy, Revolutionizing Philanthropy

Respecting Legacy, Revolutionizing Philanthropy Respecting Legacy, Revolutionizing Philanthropy nextgendonors.org Today s younger generations have the potential to be the most significant philanthropists in history. But we don t know much about these

More information

The Keys to Fundraising Success

The Keys to Fundraising Success Sistema Universitario Ana G. Méndez The Keys to Fundraising Success June, 2015 Richard Tollefson The Phoenix Philanthropy Group A Culture of Philanthropy Agenda Fundraising Fundamentals - What are they?

More information

Using the Community Foundation Centennial Portfolio

Using the Community Foundation Centennial Portfolio Using the Community Foundation Centennial Portfolio Facilitator: Larry Pejeau, Brown County Community Foundation Expert Panel: Beverly Matthews, Henry County Community Foundation Dawn Brown, Grant County

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

Donor-Advised Fund Guidelines 2017

Donor-Advised Fund Guidelines 2017 Donor-Advised Fund Guidelines 2017 1 Hartford Foundation for Public Giving Donor-Advised Fund Guidelines Table of Contents Staff Contact Information 3 Hartford Foundation Mission Statement..4 Role Of Fund

More information

CANADA. Current situation: Facts and figures from the 2010 CF-GSR survey

CANADA. Current situation: Facts and figures from the 2010 CF-GSR survey CANADA Community foundations Current situation: Facts and figures from the 2010 CF-GSR survey Number of community foundations at the end of 2009. 171 Number of community foundations established in 2008-2009.

More information

Why not forever? The power of a bequest.

Why not forever? The power of a bequest. Why not forever? The power of a bequest. Our community s future... What inspires you? With this language, Nettie Dayton established, with a bequest, the first fund at The Community Foundation. More than

More information

especially for fund-raising volunteers making the case for annual giving wellesley college

especially for fund-raising volunteers making the case for annual giving wellesley college especially for fund-raising volunteers making the case for annual giving 2010 2011 wellesley college TABLE OF CONTENTS (Click on an entry to jump directly to the corresponding section.) The Case for Annual

More information

The Lilly Endowment Challenge 2017 Grant Guidelines and Application Form

The Lilly Endowment Challenge 2017 Grant Guidelines and Application Form The Lilly Endowment Challenge 2017 Grant Guidelines and Application Form WHAT IS CUMBERLAND COMMUNITY FOUNDATION? Cumberland Community Foundation is a nonprofit (501(c)(3)) charitable foundation established

More information

Services that help donors give their support more generously

Services that help donors give their support more generously Working Together The Fidelity Charitable Gift Fund is an independent public charity Like your organization, we are also a nonprofit. Our donor advised fund program, called the Giving Account, helps us

More information

UCR Alumni Chapters and Clubs

UCR Alumni Chapters and Clubs Chapter Criteria To be chartered and recognized as an alumni constituency group of the UCR Alumni Association (UCRAA) the following is required of new charters: Regionally based chapters must have at least

More information

R0.01 Solicitation and Acceptance of Gifts for the University

R0.01 Solicitation and Acceptance of Gifts for the University 21.05.01.R0.01 Solicitation and Acceptance of Gifts for the University Approved September 1, 1996 Revised April 15, 2003 Revised October 28, 2005 Revised May 19, 2010 Revised October 1, 2013 Next Scheduled

More information

INTERNAL POLICY FOR STELLENBOSCH UNIVERSITY FUNDRAISING

INTERNAL POLICY FOR STELLENBOSCH UNIVERSITY FUNDRAISING INTERNAL POLICY FOR STELLENBOSCH UNIVERSITY FUNDRAISING In the context of declining first (state subsidies) and second (student fees) stream income,* it is imperative that SU diversifies funding sources,

More information

Student Club Meeting

Student Club Meeting Student Club Meeting 2011-2012 Introduce yourself New Criteria and Guidelines Club Funding Event planning: Rules and Procedures High risk Clubs and Activities Guest Speakers Q&A Room Reservations: Barbara

More information

Staten Island Not-for-Profit Conference

Staten Island Not-for-Profit Conference Staten Island Not-for-Profit Conference Built to Last: Tactical Steps to Creating Strong Funder Relationships March 16, 2012 Presented by Theresa A. Schieber Goals and Agenda 1. Identify strategies for

More information

Bridging the Divide Between Alumni Relations & Development: How Focusing on Student and Alumni Engagement can Positively Impact Philanthropy

Bridging the Divide Between Alumni Relations & Development: How Focusing on Student and Alumni Engagement can Positively Impact Philanthropy Bridging the Divide Between Alumni Relations & Development: How Focusing on Student and Alumni Engagement can Positively Impact Philanthropy Darnell Hines, Jr Senior Director of Alumni Engagement & Donor

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

GRANT PROPOSAL GUIDELINES

GRANT PROPOSAL GUIDELINES GRANT PROPOSAL GUIDELINES The Chester County Community Foundation connects people who care with causes that matter, so their philanthropy makes a difference now and forever. The Community Foundation is

More information

AC 2018 Communications Strategy

AC 2018 Communications Strategy AC 2018 Communications Strategy CONTEXT: In 2015, the Washington Township Schools Foundation and the North Central High School Alumni Association united as The Advancement Center for Washington Township

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

Securing the Gift (Module VI) Elizabeth s Notes 19% - 38 items on the test

Securing the Gift (Module VI) Elizabeth s Notes 19% - 38 items on the test CFRE Test Content Outline Securing the Gift Securing the Gift (Module VI) Elizabeth s Notes 19% - 38 items on the test A. Develop a compelling case for support by involving stakeholders in order to communicate

More information

Getting Ready For Your Giving Day. Everything you need to know about participating in a Giving Day on GiveGab!

Getting Ready For Your Giving Day. Everything you need to know about participating in a Giving Day on GiveGab! Getting Ready For Your Giving Day Everything you need to know about participating in a Giving Day on GiveGab! What is a Giving Day? A powerful 24-hour online fundraising event that unites a community around

More information

Creating Philanthropy Initiatives to Enhance Community Vitality

Creating Philanthropy Initiatives to Enhance Community Vitality Winter Fall 2007 2004 Volume 18, 16, Issue 91 Creating Philanthropy Initiatives to Enhance Community Vitality www.iira.org Mark A. Edelman, Ph.D., and Sandra Charvat Burke 1 Many community leaders are

More information

What s New? September 13, 2018

What s New? September 13, 2018 What s New? September 13, 2018 Agenda The Basics Who s Who What s New in 2018 Intro to GiveGab - your 2018 Texoma Gives Platform! The GiveGab Basics Key Features and Resources Registering for Texoma Gives

More information

Strategic Plan for

Strategic Plan for Strategic Plan for 2017 2020 Table of Contents Executive Summary... 1 Mission and Vision... 3 Strategic Planning FY 2017 FY 2020... 4 Background... 4 Process... 4 Goals and Objectives... 6 Priorities...

More information

Philanthropy 101 Working with Foundations UNC System Advancem ent Sym posium

Philanthropy 101 Working with Foundations UNC System Advancem ent Sym posium Philanthropy 101 Working with Foundations 2018 UNC System Advancem ent Sym posium ADAM LINKER, Health Improvement Program Officer for Eastern North Carolina SHINIKA MCKIEVER, Director, Corporate & Foundation

More information

6. Can other organizations join? How? FAQ 7. How will all the organizations work together? 1. What is AAT and what is its mission?

6. Can other organizations join? How? FAQ 7. How will all the organizations work together? 1. What is AAT and what is its mission? FAQ 1. What is AAT and what is its mission? AAT is a 501c3 charitable organization with mission to be at the center of a movement to secure America s automotive heritage. The pillars of that mission America

More information

2017 Nomination Package. Association of Fundraising Professionals Edmonton and Area Chapter

2017 Nomination Package. Association of Fundraising Professionals Edmonton and Area Chapter 2017 Nomination Package Association of Fundraising Professionals Edmonton and Area Chapter Table of Contents About National Philanthropy Day Page 3 Why Nominate Page 3 National Philanthropy Day 2017 Page

More information

Wayne D. Kuni and Joan E. Kuni Foundation. Executive Director Job Description

Wayne D. Kuni and Joan E. Kuni Foundation. Executive Director Job Description Wayne D. Kuni and Joan E. Kuni Foundation Executive Director Job Description About The Kuni Foundation The mission of the Wayne D. Kuni and Joan E. Kuni Foundation is to support medical research, especially

More information

BASICS OF PLANNED GIVING

BASICS OF PLANNED GIVING BASICS OF PLANNED GIVING Leadership Webinar Jim Murphy, Managing Program Director March 23, 2015 What is the Episcopal Church Foundation (ECF)? Overview: Independent and lay-led foundation ECF s mission

More information

Telephone:

Telephone: TUFTS UNIVERSITY ~ GRADUATE SCHOOL OF ARTS & SCIENCE DEPARTMENT OF URBAN AND ENVIRONMENTAL POLICY AND PLANNING 2010 PHILANTHROPY AND FUNDRAISING SYLLABUS Course #: UEP 0191A and Audit # UEP 191BU (1 Credit)

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

D O N O R H A N D B O O K E S T

D O N O R H A N D B O O K E S T TABLE OF CONTENTS DONOR HANDBOOK What is a Foundation?...3 Who are We?...4 Grant Stories...6 Ways to Give...7 Types of Funds...9 Donor Stories...11 How We Support Our Community...12 How We Support Our

More information

Advocacy building relationships and educating others about NSCC and its mission.

Advocacy building relationships and educating others about NSCC and its mission. 1.0 PURPOSE 1.1 To help advance the vision and mission of the Nova Scotia Community College, NSCC has established and incorporated a not-for-profit organization, the Nova Scotia Community College Foundation

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