ALL ABOARD THE FUNDRAISING TRAIN!

Size: px
Start display at page:

Download "ALL ABOARD THE FUNDRAISING TRAIN!"

Transcription

1 ALL ABOARD THE FUNDRAISING TRAIN! Laurie Cromwell, CFRE Foundation Innovation, LLC April 20, 2016 NSFA Annual Conference

2 Key Components Infrastructure Development Board of Directors Interconnected components are necessary to ensure success. Programs Image

3 Key to Effective Fundraising Nonprofit leadership and board member participation

4 Engaging Board Members Understanding of the Foundation Everyone is involved Set Expectations Philanthropic trends and information Who to Ask What to Say Assess Results

5 Collaboration Fundraising organization Diversified revenue Not a booster club on steroids Development strategy Philanthropy and private partnerships

6 Set Expectations Fundraising board Maximize specific talents of each board member Development committee chief strategists

7 Let s Take a Hard Look: Why would people give to your organization? What are the strengths? What are the biggest weaknesses? What are the opportunities? What are the outcomes of programs supported? How is information reported to board members? How is information reported to donors?

8 Outcomes School Gardens and Urban AgFest All tied to : Next Generation Science Standards

9 2014 contributions: $ billion by type of recipient organization (in billions of dollars all figures are rounded) 9 SOURCE: Giving USA Foundation GIVING USA 2015

10 2014 contributions: $ billion by source (in billions of dollars all figures are rounded) 10 SOURCE: Giving USA Foundation GIVING USA 2015

11 Take Aways Giving up 1/6% in 2015 (Blackbaud) K12 Giving Increased 12.3% Second to Higher Education August and December Highest Giving Months 18% & 17% Online Donations Account for 7.1% 14% from Mobile Devices Online Donations to #GivingTuesday Increased 52%

12 What we Know Approximately $4B Raised Provides/Supports Enrichment Programs, Projects and Initiatives Convener of Public and Private Partnerships Public Awareness of School District Needs Bridge Between Community and School District Informed and Engaged Community Increased Student Achievement

13 Philanthropic Opportunities Estimate = $41 trillion wealth transfer Women are expected to inherit 70% of the $41 trillion Women control more than ½ of the private wealth in US By 2025, women will comprise 60% of billionaires Importance of relationship with trust officers, estate attorneys, and wealth managers

14 Who to Ask Parents Alumni Volunteers Vendors/Businesses Donors Elected Officials Employees Other Organizations Key Community Partners Friends and Family Event Attendees Private Foundations

15 Training Role of the Executive Director and board member Discuss outcomes of the foundation Practice Elevator Speech Work as a team

16 What to Say and Do Be honest Be sincere Don t overthink it Be Quiet Cultivate before asking Think of the needs of the donor Personalize your solicitation Raise money from the inside out Make the Ask/solicit the gift

17 8 Ways to Ask for Money

18 Why people give.. Tax considerations Friendship or respect for those who solicit them Recognition They believe in the mission

19 Basic Steps Identification Assessment Cultivation Solicitation Thank you Recognition Stewardship

20 Solicitation Process Introductory letter/invitation Assess giving history/prior contact Personal meeting Thank you letter Follow up phone call Assess next steps Report

21 Building Relationships Major Gift Planned Gift Donor Repeat Donor Prospect

22 Relay for Life Making the Ask

23 Assessing and Follow Up Prompt, personal acknowledgement of their gifts. Confirmation that their gifts have been put to work as intended. Measurable results prior to being asked for another gift. Review database Review activities Involve board members in process

24 Celebrate Feeling gratitude and not expressing it is like wrapping a gift and not giving it. Unknown

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

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

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

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

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

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

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

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

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

UNIVERSITY OF CALIFORNIA, IRVINE

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

More information

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

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

Regional Philanthropy Director Job Announcement

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

More information

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

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

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

Beyond #GivingTuesday Crafting a Winning Year-End Strategy

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

More information

Capital Campaigns. Chicago, Illinois - October 2, 2003 Craig T. Chindemi, CFRE

Capital Campaigns. Chicago, Illinois - October 2, 2003 Craig T. Chindemi, CFRE Introduction to Capital Campaigns CASE Major Gift Fund Raising Conference CASE Major Gift Fund Raising Conference Chicago, Illinois - October 2, 2003 Craig T. Chindemi, CFRE Overview Definition Comprehensive

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

appropriate. The central staff provides additional support for deans by traveling with them to meet with donors both locally and across the country.

appropriate. The central staff provides additional support for deans by traveling with them to meet with donors both locally and across the country. Response by the Rutgers University Foundation to the Report and Recommendations on Rutgers Fundraising Income by the Rutgers University Senate Budget and Finance Committee December 2010 The Rutgers University

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

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

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

Or Champagne Prospecting with a Kool-Aid Budget

Or Champagne Prospecting with a Kool-Aid Budget Or Champagne Prospecting with a Kool-Aid Budget Give an overview of building a pipeline Teach the how-tos Encourage investment of dollars, staff and/or time in your research process Suggest tools for learning

More 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

Engaging Corporations in Your Watershed Work

Engaging Corporations in Your Watershed Work Engaging Corporations in Your Watershed Work Schuylkill Watershed Congress March 14, 2015 1 Today s Session Building relationships and partnerships with corporations more than just raising $ Reasons why

More information

Fundraising Effectiveness Project

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

More information

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

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT

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

More information

Fundraising 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

matching gifts ultimate guide to https://doublethedonation.com ultimate guide to matching gifts

matching gifts ultimate guide to https://doublethedonation.com ultimate guide to matching gifts ultimate guide to matching gifts I want my employer to match my gift! We want your employer to match your gift! 2 Content: 4 7 10 14 17 19 21 23 26 The Basics of Matching Gifts The Details - Nonprofit

More information

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

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

More information

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

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

More information

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

Vice President of Institutional Advancement for the March 2016

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

More information

Target Analytics Blackbaud 1

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

More information

Developing a Fundraising Plan

Developing a Fundraising Plan Developing a Fundraising Plan Thank you for joining the webinar. While you are waiting for the webinar to begin, we request that you mute your phones to avoid background noise and distractions for all

More information

AFP Montana Webinar Library Titles

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

More information

Certificate in Fundraising Excellence (CiFRE) Strengthening ethical fundraising in Texas

Certificate in Fundraising Excellence (CiFRE) Strengthening ethical fundraising in Texas Certificate in Fundraising Excellence (CiFRE) Strengthening ethical fundraising in Texas Sponsored by Texas Association of Nonprofit Organizations (TANO) Supported by The Center for Community Based & Nonprofit

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

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

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

FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT

FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT FUNDRAISING STRATEGY, DONOR and BOARD ENGAGEMENT AGENDA BIG DAY OF GIVING BOOSTS FUNDRAISING POWER Individual matches CREATIVE DONOR ENGAGEMENT ATTRACTS AND GROWS GIVING BOARD ENGAGEMENT AND GIVING MAKE

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

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

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

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

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

UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016

UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016 UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016 July 21, 2016 UI FOUNDATION & UNIVERSITY OF ILLINOIS - DEVELOPMENT PROGRAM BOARD OF TRUSTEES BRIEFING Program

More information

DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN

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

More information

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

COLLABORATIVE FUNDRAISING FAQS

COLLABORATIVE FUNDRAISING FAQS COLLABORATIVE FUNDRAISING FAQS 1. What is the purpose of collaborative fundraising? Collaborative fundraising is designed to increase donations individual, corporate, and foundation made at both the national

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

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

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

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

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

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

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

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

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

Position Description January 2016 PRESIDENT AND CEO

Position Description January 2016 PRESIDENT AND CEO Position Description January 2016 OVERVIEW PRESIDENT AND CEO Local Initiatives Support Corporation (LISC) is the nation s largest private, nonprofit community development intermediary, dedicated to helping

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

Alumni Affairs and Development Job Family: Major Gifts Officer Progression

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

More information

WHERE MEETS. Online Certificate in Jewish Philanthropy NEW PROFESSIONAL DEVELOPMENT IN THE ART AND SCIENCE OF FUNDRAISING

WHERE MEETS. Online Certificate in Jewish Philanthropy NEW PROFESSIONAL DEVELOPMENT IN THE ART AND SCIENCE OF FUNDRAISING NEW Online Certificate in Jewish Philanthropy PROFESSIONAL DEVELOPMENT IN THE ART AND SCIENCE OF FUNDRAISING WHERE MEETS WURZWEILER SCHOOL OF SOCIAL WORK HARNESS YOUR Now more than ever, skilled fundraisers

More information

Grant Proposal Writing

Grant Proposal Writing Grant Proposal Writing Presented by Vivian A. Smith, CFRE February 4 th, 2013 Workshop Outline Grants and Giving Granting Organisations Identification and Research Cultivation and Solicitation Acknowledgement

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

Nonprofit FINANCE. Nonprofits are changing the way they do business. Innovating and Adapting to a New Financial Reality. Page 44. Page 45.

Nonprofit FINANCE. Nonprofits are changing the way they do business. Innovating and Adapting to a New Financial Reality. Page 44. Page 45. Nonprofit FINANCE What s Newsworthy Page 44 Innovating and Adapting to a New Financial Reality Page 45 Leveraging Accountability: Enhancing Your Value to Donors By Jeff Sobers Page 47 Moving From Fundraising

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

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

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

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

More information

Online Giving Day Statistics

Online Giving Day Statistics Online Giving Day Statistics Copyright 2014 Copyright 2013 Online giving days are growing in popularity and often lead to significant increases in new donor acquisition and overall fundraising. That said,

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

Horseshoe Philanthropy

Horseshoe Philanthropy Volume 4, Issue 2 Horseshoe Philanthropy More Than Luck AFP Golden Horseshoe Receives International Accolades Congratulations were made to AFP Golden Horseshoe and its members for achieving the highest

More information

Assessment Report Academic Year Office of Institutional Advancement

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

More information

The F Word and How to Use It

The F Word and How to Use It Page 1 of 10 The F Word and How to Use It Posted by Emily Davis on Nov 3, 2016 12:42:42 PM Nonprofit governance is a shared role by an organization s chief executive and the board as a collective. Together

More information

Giving USA 2018 Annual Report on Philanthropy GG+A Webinar June 14, 2018

Giving USA 2018 Annual Report on Philanthropy GG+A Webinar June 14, 2018 Giving USA 2018 Annual Report on Philanthropy GG+A Webinar June 14, 2018 Suzanne Hilser-Wiles Patricia Watson Grant Forssberg Jim McKey Opening Remarks Suzanne Hilser-Wiles GG+A President Grenzebach Glier

More information

REVENUE DEVELOPMENT FOR ADAPTIVE SPORTS ORGANIZATIONS

REVENUE DEVELOPMENT FOR ADAPTIVE SPORTS ORGANIZATIONS REVENUE DEVELOPMENT FOR ADAPTIVE SPORTS ORGANIZATIONS Adaptive Sports USA 2016 National Conference and Delegate Assembly Las Vegas, NV Thursday Nov 17, 2016 Howard Brodwin - Sports and Social Change howard@sportsandsocialchange.org

More information

Soliciting Matching Gifts

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

More information

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

Presents the Game Plan for Higher Ed. Higher Ed Kickoff Meeting Workbook

Presents the Game Plan for Higher Ed. Higher Ed Kickoff Meeting Workbook Presents the Game Plan for Higher Ed Higher Ed Kickoff Meeting Workbook Table of Contents 1. About the Author 2. Are you ready for #GivingTuesday? 3. Make #GivingTuesday work for your Institution 4. How

More information

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

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

More information

Assess Fundraising Like Other Aspects of Health Care

Assess Fundraising Like Other Aspects of Health Care Assess Fundraising Like Other Aspects of Health Care MEGAN MAHNCKE, MA GATHERING DATA At SCL Health, these questions spurred our evaluation and drove us to create a strategic approach that would transform

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

Shared Intelligence for the Greater Good: Plan for

Shared Intelligence for the Greater Good: Plan for Shared Intelligence for the Greater Good: Plan for 2017-2021 Giving Institute and Giving USA Foundation Strategic Plan ASSUMPTIONS Membership grows steadily over 5 years: grow from 50 members 8/1/16 to

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

Leading Cultural and Process Changes to Optimize Results: A Peek Inside Alumni Relations and Development. Karyn Reif and David Lively

Leading Cultural and Process Changes to Optimize Results: A Peek Inside Alumni Relations and Development. Karyn Reif and David Lively Leading Cultural and Process Changes to Optimize Results: A Peek Inside Alumni Relations and Development Karyn Reif and David Lively Agenda Background Early Steps for Organizational Change Operations Culture

More information

America s Charities / Double the Donation Webinar (360MatchPro - Automatically Drive the Match Process)

America s Charities / Double the Donation Webinar (360MatchPro - Automatically Drive the Match Process) America s Charities / Double the Donation Webinar (360MatchPro - Automatically Drive the Match Process) 1 Today s Agenda A look at our discussion 2 Opportunity of Matching Gifts 360MatchPro Overview 360MatchPro

More information

National Harbor Case Statement Investigation

National Harbor Case Statement Investigation National Harbor Case Statement Investigation Our investigators Kathy Swayze, CFRE Impact Communications Matt Brown Schultz & Williams Charlotte Meyer Ocean Conservancy Case for Support: Why you need one

More information

Christopher B. Walker

Christopher B. Walker Christopher B. Walker Summary of Qualifications Professional intercollegiate athletics administrator with 20 years of successful, progressively responsible experience in the industry. Specific areas of

More information

DID YOU KNOW? 65% of Fortune 500 companies and many other smaller companies match employee donations to a wide range of nonprofits.

DID YOU KNOW? 65% of Fortune 500 companies and many other smaller companies match employee donations to a wide range of nonprofits. Matching Gifts 1 2 DID YOU KNOW? 65% of Fortune 500 companies and many other smaller companies match employee donations to a wide range of nonprofits. 3 What are Matching Gift Programs? A matching gift

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

Vitalization of Community-Bases Civil Societies. Cleveland Foundation India Pierce Lee April 5, 2012

Vitalization of Community-Bases Civil Societies. Cleveland Foundation India Pierce Lee April 5, 2012 Vitalization of Community-Bases Civil Societies Cleveland Foundation India Pierce Lee April 5, 2012 The Cleveland Foundation: History and Role in Society The Cleveland Foundation was born on January 2,

More information

First Fundraising Strategies for Startup Organizations

First Fundraising Strategies for Startup Organizations First Fundraising Strategies for Startup Organizations Tom O Brien Program Director Neighborhood Connections Small Grants Program The Cleveland Foundation Cleveland, Ohio February 15, 2008 Goal for Today:

More information

Fundraising for Nonprofits

Fundraising for Nonprofits Fundraising for Nonprofits Welcome to HAC s webcast! The webcast, sound, and recording will begin at 2:00 pm EST. Please click on the Raise Hand button at any time during the webcast and send a chat to

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

University Advancement 2017/2018 Budget Request

University Advancement 2017/2018 Budget Request University Advancement 2017/2018 Budget Request University Advancement Permanent Temporary Total New Benefitted Positions 3.00 3.00 Increase in revenue - Salaries & Wages 234,000 234,000 Salary Adjustments

More information

Welcome to the Foundation Center s. Grantseeking Basics

Welcome to the Foundation Center s. Grantseeking Basics Welcome to the Foundation Center s Grantseeking Basics The Foundation Center Our Mission: To strengthen the social sector by advancing knowledge about philanthropy in the U.S. and around the world. Grantseeking

More information

Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative

Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative PRESENTED BY Stephanie Moore Director of the Annual Fund, Baltimore Symphony Orchestra Natalie Shroyer Assistant Vice President,

More information