from whence commeth our wealth brenda babitz, chief development officer diane shoger, director of...
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From Whence Commeth our From Whence Commeth our WealthWealth
Brenda Babitz, chief development officerDiane Shoger, director of development
Monroe Community College FoundationRochester, New York
Presentation To League for Innovation Phoenix, ArizonaMarch 17, 2003
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“Courage is being scared to death and saddling up anyway”
– John Wayne
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GoalsGoalsSetting the stageWhere we areHow YOU can get there
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National Fundraising National Fundraising TrendsTrends
$0
$50
$100
$150
$200
$250
1971 1976 1981 1986 1991 1996 2001
Bil
lio
ns
SourceSource: AAFRC Trust for Philanthropy/: AAFRC Trust for Philanthropy/Giving USA 2002Giving USA 2002
Recessions in yellow: 1973-1975; 1980; 1981-1982; 1990-1991; 2001
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Who We AreWho We Are
MCC founded in 1961MCC Foundation established in
19831990 – a new decade, a new
approachToday – building on our success
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Where We AreWhere We Are
$141,093
$501,204
$610,558$528,260 $502,841
$634,093
$255,612
$856,529
$748,913
$259,217
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
TEN-YEAR TRANSFERS TO COLLEGE
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$1.0$1.5$2.0$2.5$3.0$3.5$4.0$4.5$5.0$5.5$6.0$6.5$7.0$7.5
Mil
lio
ns
Where We AreWhere We AreNET ASSETSNET ASSETS
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Where We AreWhere We AreSOURCES OF GIFTS DONATED IN
2002 BY:
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“Rise early, work late, strike oil”
– J.P Getty
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How Did We Get Here?How Did We Get Here?Serious attitude toward
development
Annual, capital and planned giving initiatives
Long-term development plan
Multi-faceted communications
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External FocusExternal Focus Identified new revenue streamsBroad range of fundraising and
“friend-raising” eventsGrowing emphasis of alumni
support and activityDonor recognition and stewardship
a priority
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Internal FocusInternal FocusStrong organizational teamCommitment of appropriate
resources Influential and well-respected
board Integrate plan with college’s
strategic plan
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How YOU can get thereHow YOU can get there IdentifyingCultivating Soliciting your constituencies
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“Nothing is impossible to the people who don’t have to do it themselves”
-Anonymous
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AlumniAlumni Hall of Fame Integrate in Foundation Reunion Dinner Welcoming Program Graduation Messages Web Site Target alumni segments – e.g., nursing, classes
of the ’60s, Phi Theta Kappa, Student Leaders Newsletter From These Roots Campaign
Strategies for Success
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Faculty, Staff & Faculty, Staff & RetireesRetirees Gold Star Dinner
Campus Campaign Out-of-State Receptions Employee Giving Program Retiree Recognition Planned Giving – Alice Holloway Young Society Academic & Campus Life Projects – e.g., child
care center Annual Grants Program Endowed Chairs
Strategies for Success
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Business, Corporations Business, Corporations & Corporate & Corporate FoundationsFoundations
Golf Tournament Special Event InvolvementCapital Initiatives Personal SolicitationSpecial Appeals for Strategic
Needs
Strategies for Success
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Parents & FamilyParents & FamilyChallenge GrantDirect Mail ProgramTelemarketing to Freshman
Parents
Strategies for Success
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FriendsFriendsAnnual FundGiving CirclesPresident’s Circle ReceptionTelemarketingHonors/Memorials
Strategies for Success
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Individual FoundationsIndividual FoundationsBoard RepresentationBriefing SessionsCompelling Case for Support
Strategies for Success
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Directors & TrusteesDirectors & TrusteesDevote time, attention & effort to
recruitment & retentionBuild relationshipsLook for skills as well as attributesAssign to meaningful committees
Strategies for Success
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Directors & Trustees Directors & Trustees (Continued)(Continued)
Follow sound Board development practices
Develop effective communicationsExpectation of giving100% participation
Strategies for Success
Adapted from Building Board Diversity by Jennifer Rutledge, National Center for Nonprofit Boards
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“Nothing needs reforming as much as people’s habits”
- Mark Twain
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Communications Communications ProgramProgram
Annual ReportFoundationsCampaign UpdateAlumni Hall of Fame VignettesCampaign VideoPress Clipping Package
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Donor StewardshipDonor StewardshipSUNY Philanthropic MedalsDonor Recognition BoardsLeadership Circle EventsAccurate Record KeepingTimely Gift AcknowledgmentsScholarship Reception
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Internal StructureInternal StructureNew Foundation StaffPolicies & ProceduresEnergizing the BoardActivating New Committee StructuresProviding Volunteer TrainingEncouraging Leadership GenerosityClosely Monitoring Results
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DocumentsDocuments By-Laws Mission Statement Contractual Agreement with College Gift Policies & Procedures Job Descriptions for Staff and Board Annual Plan and Budget Internal Policies and Procedures Fundraising Priorities Audit Reports
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In SummaryIn SummaryFollow a comprehensive
fundraising plan Integrate Foundation’s mission
with College’sSupport a well-funded
advancement officeCapitalize on characteristics of
your community
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“It’s supposed to be hard. If it was easy, anyone could do it. It’s the hard that makes it great”
- Jimmy Dugan