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

“Courage is being scared to death and saddling up anyway”

– John Wayne

GoalsGoalsSetting the stageWhere we areHow YOU can get there

National Fundraising National Fundraising TrendsTrends

$0

$50

$100

$150

$200

$250

1971 1976 1981 1986 1991 1996 2001

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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

Who We AreWho We Are

MCC founded in 1961MCC Foundation established in

19831990 – a new decade, a new

approachToday – building on our success

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

$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

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Where We AreWhere We AreNET ASSETSNET ASSETS

Where We AreWhere We AreSOURCES OF GIFTS DONATED IN

2002 BY:

“Rise early, work late, strike oil”

– J.P Getty

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

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

Internal FocusInternal FocusStrong organizational teamCommitment of appropriate

resources Influential and well-respected

board Integrate plan with college’s

strategic plan

How YOU can get thereHow YOU can get there IdentifyingCultivating Soliciting your constituencies

“Nothing is impossible to the people who don’t have to do it themselves”

-Anonymous

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

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

Business, Corporations Business, Corporations & Corporate & Corporate FoundationsFoundations

Golf Tournament Special Event InvolvementCapital Initiatives Personal SolicitationSpecial Appeals for Strategic

Needs

Strategies for Success

Parents & FamilyParents & FamilyChallenge GrantDirect Mail ProgramTelemarketing to Freshman

Parents

Strategies for Success

FriendsFriendsAnnual FundGiving CirclesPresident’s Circle ReceptionTelemarketingHonors/Memorials

Strategies for Success

Individual FoundationsIndividual FoundationsBoard RepresentationBriefing SessionsCompelling Case for Support

Strategies for Success

Directors & TrusteesDirectors & TrusteesDevote time, attention & effort to

recruitment & retentionBuild relationshipsLook for skills as well as attributesAssign to meaningful committees

Strategies for Success

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

“Nothing needs reforming as much as people’s habits”

- Mark Twain

Communications Communications ProgramProgram

Annual ReportFoundationsCampaign UpdateAlumni Hall of Fame VignettesCampaign VideoPress Clipping Package

Donor StewardshipDonor StewardshipSUNY Philanthropic MedalsDonor Recognition BoardsLeadership Circle EventsAccurate Record KeepingTimely Gift AcknowledgmentsScholarship Reception

Internal StructureInternal StructureNew Foundation StaffPolicies & ProceduresEnergizing the BoardActivating New Committee StructuresProviding Volunteer TrainingEncouraging Leadership GenerosityClosely Monitoring Results

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

In SummaryIn SummaryFollow a comprehensive

fundraising plan Integrate Foundation’s mission

with College’sSupport a well-funded

advancement officeCapitalize on characteristics of

your community

“It’s supposed to be hard. If it was easy, anyone could do it. It’s the hard that makes it great”

- Jimmy Dugan