The Anatomy of a Donor Relations System

Size: px
Start display at page:

Download "The Anatomy of a Donor Relations System"

Transcription

1 The Anatomy of a Donor Relations System Lynne Becker American Red Cross Annual Advancement Academy

2 Introduction New standard in relationship building Revolutionizing the way we do business Redefining what value added means Turning around the traditional thinking about who works for whom New organization chart

3 A New Conceptual Framework Pub Coord Writer Market/g/Comm Coord Events Coord Admin Asst Stewardship Coord Program Coordinator Acknowledgment Writer Figure 1

4 A Prototype Donor Relations Program Realignment occurs when the next project comes on line Cross-functional teams Challenge to change our fundamental approach and beliefs about how we do our jobs With heightened emphasis on relationship building, DR is moving us toward the org structure of the 21 st century A new age for relationship building the core of the advancement enterprise

5 Components and Characteristics Heightened emphasis on relationship building and stewardship Combined with employee empowerment and cross training Creates a dynamic, five-pointed star program Some examples of activities in each of these areas that logically come together follow

6 Acknowledgements Receipts (IRS compliant) Thank you s (highly personalized)

7 Stewardship Service laden communication with our donors and friends Endowment performance reporting Tracking scholarship agreements, assignments and thank you s Holding recognition events for recipients, mentors, and families with scholarship donors Linking to a prospect tracking system that talks about stewardship components (cultivation, follow-up after asks, next moves, population of data fields crucial to the successful execution of the tracking program

8 Stewardship cont. Database management for constituency codes (affiliations of our donors with various initiatives to raise funds, demonstrated interests in various funds) Attendance codes at all events (visiting day for advisory and volunteer committees, special events for donor giving level societies, donor conference calls) Donor recognition wall ceremonies and upkeep

9 Events Opportunities to keep donors connected through recognition, education and entertainment Examples: $1m donor recognition receptions, high donor receptions, friends of the discretionary fund for the CEO events, gift planning donor recognition events, giving level events, invitations to attend cultural events and open houses, governing board invitations and receptions, young leaders, junior leaders, and major gift events, volunteer events, luncheons and receptions, ground breaking events

10 Publications Communicating the messages about priorities and providing recognition in colleges, schools, programs, gift planning, alumni relations, and central advancement collateral materials Other institutional magazines Advertisements in various commercial journals and newspapers Radio and TV public service announcements Collaborative messages with other organizations promoting the value of diversity, education, and life-long learning, donating blood, volunteering, giving back

11 Marketing and Communications Strategies Coordination throughout the institution about our values, priorities, and messages for philanthropic programs Creation of strategies for market research Product brand development Population of database fields with added value information from various research mechanisms Collaboration about themes and messages via electronic media, especially Web pages and push s

12 A Donor Relations Plan The heart of the matter to enhance relationships between the organization and the donors, encouraging a lifetime commitment for support Purpose of the plan is to recognize and engage donors throughout their lives Responsive to annually changing needs of the organization by creating tailored recognition for donors who support endowment, scholarship, capital needs, unrestricted funds, relief efforts

13 Major Goals Comprehensive tracking across organization of all activities Provide and coordinate organization-wide donor recognition and stewardship Accomplished through events, publications, special projects, and other forms of recognition Giving society memberships, athletic privileges, donor plaques, honorary walls, premiums, Web pages

14 Major Goals cont. Standardized and baseline donor recognition and stewardship to all Systematic, annual recognition that demonstrates how gifts are used Advantage of existing resources, such as lectures and events, to provide a venue for cost-effective recognition, donor-recipient matches, and donor access to leadership

15 Major Goals cont. Provide uninterrupted contact with donors despite staff turnover Take advantage of special opportunities to focus on particular groups of donors such as specific cause-giving donors Create consistent message strategies which encompass many, diverse operations within the organization Provide a presence on the organization s Web page(s) in order to advance the mission of donor relations

16 Benefits Encouraging participation in private voluntary support Contributes to the positive experience and energy a donor feels Increases familiarity with the donor s area of interest Prepares donors and prospects to consider giving to priorities Provides stewardship by providing donors to meet recipients of their support

17 Benefits cont. Supports key development strategies Supplements cultivation and solicitation strategies undertaken by satellite entities Inspires increased giving over a lifetime Honors donors who make bequest and other types of planned gifts

18 Annual Recognition Several giving societies recognize annual gifts above a certain level to any area Some members receive gifts such as personalized ID cards, auto window decals, reduced rates for parking and library borrowing privileges A packet of materials and a letter signed by advancement leadership An annual event is organized

19 Revocable and Irrevocable Gift Recognition Recognize individuals who have made deferred gift commitments in the form of bequests, life insurance, or trusts Tailored for the age group, gift level, and giving interests events include annual reception, individualized outreach efforts, stewardship, and gift planning publications such as a family of topical brochures describing the many deferred giving vehicles Choice between several gift memorabilia

20 Major Gift Recognition Increase familiarity and deepen their loyalty in their lifelong donor path Strategic attention to endowment, unrestricted funds and ad hoc priorities Particular topics or fund-raising priorities

21 Highest Giving Society Recognition Individuals who have achieved a cumulative giving level within a designated amount of time Deferred gifts with a present value of this cutoff amount Confirmed pledge of this amount Special gift in recognition of their support Value declared for tax purposes

22 Highest Giving Society Recognition cont. Maintain and publish the definitive list of these donors (living, deceased and anonymous) Personal proclamations distributed by the governing body Tailored events

23 Strategic Stewardship Production and distribution of an annual consolidated endowment fund unit report and stewardship letter Directed toward current endowment donors Financial management partners with a report on the earnings of the particular endowment with a detailed, growth summary

24 Publications and Marketing Coordination of the recognition and stewardship publications Annual report Family brochures on gift planning Themed annual fund advertisement in alumni magazine and other publications Other advancement publications Cost-effective ways to reach targeted audiences

25 Publications and Marketing cont. Coordinates marketing for advancement Alumni magazine Local business journals Alumni-targeted, annual giving newsletter Articles about the achievement of students and faculty, heroes of the organization, volunteer stories

26 Events Plans and delivers regular and ad hoc events Giving society recognition receptions Unique events such as ground-breaking ceremonies Artful execution of an event with timeline and flawless execution Teamwork coordination paramount Cross training of team members Integration of tasks Project management knowledge requirements

27 Other Forms of Recognition Naming a room, building, facility or physical object Institution policy development Naming committee Board of Governors review Coordinating nomination and approval process of donor walls and permanent recognition devices Ensure organization-wide standards are met

28 How the Donor Recognition Plan Works Why the proposed type of recognition? Is it permanent? Who will be honored? What wording with be used? When will it be installed and announced? Where is it installed? How will it be funded and maintained? Who is paying?

29 How the Donor Recognition Plan Works cont. Coordinating interaction between the advancement office, facilities manager, names committee, and donor relations designated personnel Special forms of recognition include engraved pens, personalized jackets, framed institutional photographs, calendars, special coffee table books

30 Characteristics of Report Plan Gift processing and records management generate and send receipts Keeping up-to-date the type of communication shared with the donor such as level of giving, society membership, name of solicitor and department, number of donors by household, description of group of donors, associated vehicle used for recognition

31 Conclusion Comprehensive and exacting activity Dedicated staff Opportunity for revolutionary changes in the way we do business

32 The Five-Pointed Star Donor Relations System Stewardship efforts Events management Publications Other forms of marketing and communications Cross-trained employees working on project teams Donor recognition events, publications, other forms of recognition, market research and product development

33 The Five-Pointed Star Donor Relations System cont. Marketing and communications strategies for advancement are created in concert with the organization s integrated marketing plan and communications goals Appropriate advisory committees are appointed, convened and facilitated by donor relations

34 The Five-Pointed Star Donor Relations System cont. Designing and implementing a donor relations system of this nature is a stellar opportunity to bring under one umbrella the varied and extensive ways we communicate with our donors Developing those life-long relationships, a successful philanthropy program is so dependent upon, donor relations becomes the very essence of an effective advancement plan

35 Questions? Thank you! Lynne Becker American Red Cross National Headquarters Annual Advancement Academy

University Foundation: Donor Relations

University Foundation: Donor Relations Office of Advancement and Alumni Affairs University Foundation: Donor Relations Table of Contents Mission p. 2 Defining Stewardship p. 2 Introduction p. 3 Gift Acknowledgements p. 4-5 Gift Receipts p.

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

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

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

PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES. Adopted: September 21, 2005

PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES. Adopted: September 21, 2005 PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION FUNDRAISING POLICIES AND GUIDELINES Adopted: September 21, 2005 FUNDRAISING POLICIES I. Background The Pennsylvania Historical and Museum Commission (PHMC)

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

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

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

[INSERT YEAR] Fundraising Plan [INSERT FOUNDATION NAME]

[INSERT YEAR] Fundraising Plan [INSERT FOUNDATION NAME] [INSERT YEAR] Plan [INSERT FOUNDATION NAME] University Officer (Foundations) Date Vice Principal (Advancement) or Appointed Delegate Date Contents Foundations Obligations... 3 Summary Overview... 4 Direct

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 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

USF Foundation April 18, 2013

USF Foundation April 18, 2013 USF Foundation April 18, 2013 Mission The University of South Florida Foundation aids and promotes excellence in the educational, research and service activities of USF by seeking, receiving and administering

More information

THE DIVISION OF UNIVERSITY ADVANCEMENT QUARTERLY REPORT PREPARED FOR WINSTON-SALEM STATE UNIVERSITY BOARD OF TRUSTEES ADVANCEMENT COMMITTEE

THE DIVISION OF UNIVERSITY ADVANCEMENT QUARTERLY REPORT PREPARED FOR WINSTON-SALEM STATE UNIVERSITY BOARD OF TRUSTEES ADVANCEMENT COMMITTEE THE DIVISION OF UNIVERSITY ADVANCEMENT QUARTERLY REPORT PREPARED FOR WINSTON-SALEM STATE UNIVERSITY BOARD OF TRUSTEES ADVANCEMENT COMMITTEE MARCH 2015 BOARD OF TRUSTEES ADVANCEMENT COMMITTEE MEETING THURSDAY,

More information

Strategic Plan 2022 JULY 2017

Strategic Plan 2022 JULY 2017 2017 Strategic Plan 2022 JULY 2017 Table of Contents Introduction...2 Current Environment...3 Committee Members...4 Mission Statement...6 New Vision Statement...6 Five Year Strategic Plan Becoming a High

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

Rob McInturf, Director of Alumni Relations Board of Trustees External Affairs Committee Report. Executive Summary Statement:

Rob McInturf, Director of Alumni Relations Board of Trustees External Affairs Committee Report. Executive Summary Statement: Rob McInturf, Director of Alumni Relations The Alumni Relations staff has continued outreach through regional, affinity and reunion programs. The process of implementing new communication and registration

More information

Endow Iowa Tax Credit and County Endowment Fund Programs A Report to the Governor and the Iowa Legislature

Endow Iowa Tax Credit and County Endowment Fund Programs A Report to the Governor and the Iowa Legislature Endow Iowa Tax Credit and County Endowment Fund Programs - 2015 A Report to the Governor and the Iowa Legislature Submitted by the Iowa Council of Foundations and the Iowa Economic Development Authority

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

Office of Institutional Advancement

Office of Institutional Advancement Office of Institutional Advancement Framework for Excellence Draft Strategic Plan 2008-2013 Developed by Institutional Advancement Component With Technical Assistance from the Office of the President January

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

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

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

NECC STRATEGIC THEME: Accountable College. Outcome Measure / Target

NECC STRATEGIC THEME: Accountable College. Outcome Measure / Target 1 DIVISION: FISCAL YEAR: 2006 Department 1: Department 2: NECC STRATEGIC THEME: Accountable College NECC Key Performance Indicator: 6 Note: there may be no Department 1 or 2 Strategic Initiative Indicator

More information

Glossary of Nonprofit Terms

Glossary of Nonprofit Terms Glossary of Nonprofit Terms 501(C)(3): The section of the U.S. tax code that defines nonprofit, charitable, tax-exempt organizations; 501(c)(3) organizations are further defined as public charities, private

More information

Strategic Plan March 2009

Strategic Plan March 2009 Strategic Plan 2009-2012 March 2009 SAUL and DAYEE G. HAAS FOUNDATION STRATEGIC PLAN 2009-2012 Approved March 13, 2009 STRATEGIC POSITIONING STATEMENT In 2008 The Haas Foundation s Board of Directors voted

More information

Vice Chancellor s Report

Vice Chancellor s Report University Advancement Vice Chancellor s Report Nicole Pride, Interim Vice Chancellor for University Advancement September 20, 2013 North Carolina Agricultural and Technical State University Strategic

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

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

Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities

Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities Scholarship Fundraising Tool Kit For Michigan State University Alumni Communities Provided by the University Scholarships & Fellowships Advancement Office 3 Introduction 4 Development Office Contact Information

More information

Kappa Delta Foundation (KDF) Executive Director Position Profile June 2011

Kappa Delta Foundation (KDF) Executive Director Position Profile June 2011 Kappa Delta Foundation (KDF) Executive Director Position Profile June 2011 This profile provides information about KDF and the position of Executive Director. The profile is designed to assist individuals

More information

Strategic Plan

Strategic Plan Strategic Plan 2013-2018 Approved January 3, 2018 1 To: The Education Foundation of Baltimore County Public Schools, Inc. As the President of The Education Foundation of BCPS I would like to take the opportunity

More information

NOMINATION PACKET HORATIO ALGER AWARD & INTERNATIONAL HORATIO ALGER AWARD HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC.

NOMINATION PACKET HORATIO ALGER AWARD & INTERNATIONAL HORATIO ALGER AWARD HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC. NOMINATION PACKET HORATIO ALGER AWARD & INTERNATIONAL HORATIO ALGER AWARD OVERVIEW Each year, the Horatio Alger Association seeks to recognize and celebrate individuals whose lives and actions demonstrate

More information

1. All donors to the Foundation are appropriately recognized for their contribution to the service, accomplishments and growth of the university;

1. All donors to the Foundation are appropriately recognized for their contribution to the service, accomplishments and growth of the university; Policy Directory Responsible Division: Institutional Advancement Responsible Office: ASU Foundation Issue/Revision Date: 12/01/2017 Donor Recognition Policy: I. PURPOSE The purpose of this policy is to

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

DEFINITION OF PHILANTHROPIC FUNDING. Identifying philanthropic funds. Sources of philanthropic funds. To be followed by all University staff

DEFINITION OF PHILANTHROPIC FUNDING. Identifying philanthropic funds. Sources of philanthropic funds. To be followed by all University staff DEFINITION OF PHILANTHROPIC FUNDING To be followed by all University staff Identifying philanthropic funds In order for gifts to be counted as philanthropic income, it is essential they meet BOTH the following

More information

Advancement and Workforce Development Table of Contents

Advancement and Workforce Development Table of Contents Advancement and Workforce Development Table of Contents VICE CHANCELLOR FOR ADVANCEMENT STUDENT AFFAIRS WORKFORCE DEVELOPMENT... 2 ASSISTANT TO THE VICE CHANCELLOR FOR ADVANCEMENT STUDENT AFFAIRS WORKFORCE

More information

C (Procedure) Donations and Grants from Private Sources General Provisions Definitions Private Sources Donations Grants Bequests of Property

C (Procedure) Donations and Grants from Private Sources General Provisions Definitions Private Sources Donations Grants Bequests of Property General Provisions The Alamo Colleges Foundation, in coordination with the College District Office of Institutional Advancement, serves as the official fund-raising and endowment arm of the College District

More information

UT ARLINGTON ATHLETIC ALUMNI CHAPTER

UT ARLINGTON ATHLETIC ALUMNI CHAPTER POLICY MANUAL I. Mission Statement / Objectives II. III. IV. Budget a. Annual Dues and Benefits c. Student-Athlete Benefits Athletic Alumni Chapter Advisory Committee Annual Events a. Homecoming Reception

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

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

MESSAGE FROM THE DIRECTOR OF ATHLETICS OUR MISSION OUR CORE VALUES OUR GUIDING PRINCIPLES

MESSAGE FROM THE DIRECTOR OF ATHLETICS OUR MISSION OUR CORE VALUES OUR GUIDING PRINCIPLES MESSAGE FROM THE DIRECTOR OF ATHLETICS MISSION STATEMENT The University of Memphis athletics program began in the fall of 1912 and has over the past century established itself as a competitive program

More information

New York School Board Association

New York School Board Association New York School Board Association Creating a Successful K-12 Foundation using an Education Foundation Feasibility Study By jim@schoolfoundations.org www.schoolfoundations.org Why don t you have a K-12

More information

FEI SCHOLARSHIP FOUNDATION (FSF) STRATEGIC PLAN UPDATE

FEI SCHOLARSHIP FOUNDATION (FSF) STRATEGIC PLAN UPDATE FEI SCHOLARSHIP FOUNDATION (FSF) STRATEGIC PLAN UPDATE MAY 2013 1 FEI SCHOLARSHIP FOUNDATION(FSF) STRATEGIC PLAN UPDATE MAY, 2013 Table Of Contents 1. Executive Summary 2. FSF Mission Statement 3. FSF

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

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

Report of Contributions University of Washington University of Washington Foundation

Report of Contributions University of Washington University of Washington Foundation F 1 VII. STANDING COMMITTEES B. Finance, Audit and Facilities Committee UW Report of Contributions University of Washington University of Washington Foundation February and March, 2008 F 1/205-08 5/15/08

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

Timeframe (By When) Ongoing Q1- Q2. DD, Ass DD (KB, SF), Project Researcher Develop clear strategies for engaging prospects. Q3 Q4.

Timeframe (By When) Ongoing Q1- Q2. DD, Ass DD (KB, SF), Project Researcher Develop clear strategies for engaging prospects. Q3 Q4. Priority 1: Build capacity through fundraising to support RMIT s strategic priorities Overall target: Fundraising income target is $1,730,000 (10% increase from 2011 based on centralised donations of $1,575,000)

More information

University Advancement Annual Giving. Program Review

University Advancement Annual Giving. Program Review University Advancement Annual Giving Program Review 2010 Prepared By: Mike Welch Associate Vice President, Annual Giving and Alumni Relations Faculty Advisor: Dr. Jack Meek, Professor of Public Administration

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

Philanthropic Impact Study

Philanthropic Impact Study Faculty Senate Presentation March 29, 2018 Philanthropic Impact Study Lisa D. Calvert Vice President, University Advancement CEO, Washington State University Foundation 1 Scholarship and philanthropy are

More information

Job Title: Development & Communications Manager (DCM)

Job Title: Development & Communications Manager (DCM) Job Title: Development & Communications Manager (DCM) The National Junior Tennis & Learning of Trenton (NJTLT) seeks an adaptable, articulate, and highly- motivated professional with 3 to 5 years of development

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

Division of Development and Alumni Relations PBA Scott Cooksey. Vice President UVU CEO UVU Foundation

Division of Development and Alumni Relations PBA Scott Cooksey. Vice President UVU CEO UVU Foundation Division of Development and Alumni Relations PBA 2018 Scott Cooksey Vice President UVU CEO UVU Foundation Division of Development and Alumni Relations MISSION Secure private resources to support UVU colleges,

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

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

Five-Year Plan. Adopted on November 13, 2015

Five-Year Plan. Adopted on November 13, 2015 Five-Year Plan 2015 2020 Adopted on November 13, 2015 November 13, 2015 Dear Alumni, IU s legacy of alumni leadership began in 1854 in response to a plea for help. A fire had destroyed the seminary that

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

ANNUAL CAMPAIGNS. Every non-profit organization with a need to raise contributed income should have an annual campaign which it conducts every year.

ANNUAL CAMPAIGNS. Every non-profit organization with a need to raise contributed income should have an annual campaign which it conducts every year. ANNUAL CAMPAIGNS An annual campaign is best described as a campaign conducted each year for the purpose of raising money to provide unrestricted operating funds. The money raised can be applied to any

More information

APPLICATION GUIDELINES AND INSTRUCTIONS

APPLICATION GUIDELINES AND INSTRUCTIONS APPLICATION GUIDELINES AND INSTRUCTIONS 1. Entries for all award categories can be submitted between Wednesday, January 20, 2016 and must be received by 5 PM, Tuesday, May 31, 2016. Please do not anticipate

More information

DEVELOPMENT & FUNDRAISING BRIDGES TO LEARNING

DEVELOPMENT & FUNDRAISING BRIDGES TO LEARNING DEVELOPMENT & FUNDRAISING BRIDGES TO LEARNING As Good Shepherd Lutheran School continues to grow, it is apparent that current funding will not cover the expenses this expansion requires. The strategic

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

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

Hospitality Guidelines

Hospitality Guidelines Hospitality Guidelines Hospitality Guidelines Page 2 of 10 Table of Contents Introduction... 3 What is Hospitality?... 3 Allowable Expenses and Events... 3 Spouses and Domestic Partners... 3 Students and

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

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

WEDU Be More Awards WEDU Be More Awards HISTORY: WEDU Be More Awards WEDU Be More Award People s Choice Poll WEDU Be More Awards

WEDU Be More Awards WEDU Be More Awards HISTORY: WEDU Be More Awards WEDU Be More Award People s Choice Poll WEDU Be More Awards For more than 12 years, WEDU PBS has honored West Central Florida s best nonprofits and volunteers through the nationally recognized, award winning WEDU Be More Awards. The mission of the is not only to

More information

Policy # SOUTHERN UTAH UNIVERSITY Date Approved:03/10/95 SUBJECT: FUNDRAISING POLICIES FOR CULTIVATION AND SOLICITATION OF GIFTS

Policy # SOUTHERN UTAH UNIVERSITY Date Approved:03/10/95 SUBJECT: FUNDRAISING POLICIES FOR CULTIVATION AND SOLICITATION OF GIFTS Page 1 of 9 I. PURPOSE: To establish guidelines regarding fundraising activities for Southern Utah University. II. POLICY: As Southern Utah University launches a Capital Campaign to generate funding for

More information

Alumni Foundation Database

Alumni Foundation Database Alumni Foundation Database Procedures The Alumni Foundation Database is the sole source of data to be used by all University units for directing newsletters, invitations, solicitations or other structured

More information

Memorandum of Understanding between Pueblo Community College and the Pueblo Community College Foundation

Memorandum of Understanding between Pueblo Community College and the Pueblo Community College Foundation Page 1 of 7 Operating Protocol-Procedure #: 106 Category: Governance and Organization Office of Primary Responsibility: President s Office Issue Date: 10/8/12 Approval Date: 10/8/12 Effective Date: 10/8/12

More information

WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN

WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN -2010 Mission Statement: The Western Nebraska Community College Foundation shall advance the mission and goals of Western Nebraska Community

More information

BOARD OF REGENTS POLICY

BOARD OF REGENTS POLICY Page 1 of 7 SECTION I. PURPOSE. Subd. 1. Purpose of Foundations. Private support for public higher education is an accepted and firmly established practice throughout the nation. Foundations are established

More information

Office of Development and Alumni Relations Student Ambassador Program Program Description for Students

Office of Development and Alumni Relations Student Ambassador Program Program Description for Students Office of Development and Alumni Relations Student Ambassador Program Program Description for Students What is the Office of Development? The Office of Development is responsible for securing philanthropic

More information

Rockhurst University Department of Athletics Strategic Plan. Rockhurst University Mission. Mission Alignment. Core Values Alignment

Rockhurst University Department of Athletics Strategic Plan. Rockhurst University Mission. Mission Alignment. Core Values Alignment Rockhurst University Department of Athletics Strategic Plan with AY 2009-2010 Objectives Rockhurst University Vision Rockhurst University will be nationally recognized for transforming lives and forming

More information

J. Michael Pressimone 100 Maple Grove Road Mohnton, PA (H) (W) (C)

J. Michael Pressimone 100 Maple Grove Road Mohnton, PA (H) (W) (C) J. Michael Pressimone 100 Maple Grove Road Mohnton, PA 19540 (H) 610-796-1599 (W) 610-796-8282 (C) 610-927-7300 EDUCATION Ed.D. in Higher Education and Organizational Change, Benedictine University, Lisle,

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

Working with Gift Funds

Working with Gift Funds Working with Gift Funds Robert W. Groves Vice President Sarah Blanck Director, Finance & Endowments Slide 1 University Advancement Bob Groves Vice President University Advancement Scott Westerman Assoc.

More information

OBTAINING STEM SUPPORT FROM PRIVATE FOUNDATIONS: A TEAM APPROACH

OBTAINING STEM SUPPORT FROM PRIVATE FOUNDATIONS: A TEAM APPROACH New resources are always needed to help colleges and universities begin new science, technology, engineering, and mathematics (STEM) projects. As faculty and administrative leaders conceive and develop

More information

Advancement: Best Practices

Advancement: Best Practices Advancement: Best Practices The advancement office exists to contribute to the strength and vitality of the school: to build relationships with current and new constituents; to manage communication programs;

More information

GRAMBLING STATE UNIVERSITY FIVE-YEAR STRATEGIC PLAN FY

GRAMBLING STATE UNIVERSITY FIVE-YEAR STRATEGIC PLAN FY GRAMBLING STATE UNIVERSITY FIVE-YEAR STRATEGIC PLAN FY 2016-2021 Willie D. Larkin, Ph.D. President Grambling State University Grambling, Louisiana May 31, 2016 The Place Where Everybody is Somebody "ONE

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

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

JENNIFER BECKWITH ROSE, MPA

JENNIFER BECKWITH ROSE, MPA 6834 PLEASANT VALLEY DR. WARRENTON, VA (540) 359-0073 JROSE20@GMU.EDU PROFILE A life-long connector, works tirelessly to help others achieve success and thrive in the community. Committed to and experienced

More information

YORK REGION DISTRICT SCHOOL BOARD

YORK REGION DISTRICT SCHOOL BOARD YORK REGION DISTRICT SCHOOL BOARD Policy #103.0, Awards Procedure #103.1 Non-Monetary Student Awards Procedure #103.2, Monetary Student Awards Procedure #103.3, Staff Awards Procedure #103.4, Recognition

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

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

Annual Goals for Vice President for Advancement

Annual Goals for Vice President for Advancement Annual Goals for for Advancement 2011-2012 Goal 1: Fully Engaging Constituency Groups Explore with each UNA Board of Trustee and Foundation Board members the opportunities available in the areas of financially

More information

Crowdfunding at Cleveland Clinic: Guide and Application

Crowdfunding at Cleveland Clinic: Guide and Application Crowdfunding at Cleveland Clinic: Guide and Application Contents Page Cleveland Clinic Crowdfunding Overview 2 Cleveland Clinic Crowdfunding Guidelines 3 Platform Basics 4 Campaign Planning 5 Scoring Criteria

More information

Alumni Relations During a Campaign: Strategies for Engaging, Measuring and Advancing Institutional Success. December 11, 2014

Alumni Relations During a Campaign: Strategies for Engaging, Measuring and Advancing Institutional Success. December 11, 2014 Alumni Relations During a Campaign: Strategies for Engaging, Measuring and Advancing Institutional Success December 11, 2014 Patrick E. Auerbach Associate Senior Vice President for Alumni Relations University

More information

Chicago Affinity Group

Chicago Affinity Group Volunteer Handbook Chicago Affinity Group Supplement Revised March 2012 Chicago Affinity Groups comprise alumni, students, parents, and friends who wish to actively engage with each other around a central

More information

This Brand Guide is an outcome of our collective deliberations and decisions. In it you

This Brand Guide is an outcome of our collective deliberations and decisions. In it you BRAND GUIDE Lasallian Education Brand Guide U.S.- Toronto Region 2011 2 Dear Member of the Lasallian Education Community, For the past two years the Lasallian Association of Secondary School Chief Administrators,

More information

Strategic Plan

Strategic Plan Mission Statement: The Herb Society of America is dedicated to promoting the knowledge, use and delight of herbs through educational programs, research, and sharing the knowledge of its members with the

More information

University Advancement

University Advancement University Advancement Robert W. Groves Vice President University Advancement Slide 1 University Advancement s Mission The mission of University Advancement is to secure support for Michigan State University

More information

Southern Lorain County Historical Society. Working Toward a Place for Fellowship And Historical Learning

Southern Lorain County Historical Society. Working Toward a Place for Fellowship And Historical Learning Southern Lorain County Historical Society Strategic Plan Working Toward a Place for Fellowship And Historical Learning 2006-2015 Date finished: November 30, 2006 Planning Process for Southern Lorain County

More information

Introduction. Control of Funds Transferred to DREF

Introduction. Control of Funds Transferred to DREF Table of Contents Control of Funds Transferred to DREF... 2 Delta Research and Educational Foundation (DREF)... 3 Mission... 3 Values-based Philanthropy... 3 Carrying out the Mission Through:... 3 DREF

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

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

THE AWARDS PROCESS. Different Ways to Honor People

THE AWARDS PROCESS. Different Ways to Honor People THE AWARDS PROCESS Awards are critical to your NPD event; after all, they are the main reason everyone is getting together: to honor someone in the community with an award. So make sure your award process

More information

MILWAUKEE, WISCONSIN. Search Prospectus: Vice President for Advancement

MILWAUKEE, WISCONSIN. Search Prospectus: Vice President for Advancement MILWAUKEE, WISCONSIN Search Prospectus: Vice President for Advancement ALVERNO COLLEGE MISSION STATEMENT Alverno College prepares women for lives of personal and professional distinction and meaningful

More information

Nebraska Iowa District

Nebraska Iowa District Nebraska Iowa District I Plan (Strategic Plan) 2015 2019 Drafted: December 4 5, 2015 Updated January 23, 2016 Adopted by BOT February 5, 2016 Kiwanis Motto: Serving the Children of the World Kiwanis Defining

More information