From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of...

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From Whence Commeth our Wealth From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester, New York Presentation To League for Innovation Phoenix, Arizona March 17, 2003
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Page 1: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 2: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

– John Wayne

Page 3: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

GoalsGoalsSetting the stageWhere we areHow YOU can get there

Page 4: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 5: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Who We AreWho We Are

MCC founded in 1961MCC Foundation established in

19831990 – a new decade, a new

approachToday – building on our success

Page 6: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 7: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

$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

Page 8: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Where We AreWhere We AreSOURCES OF GIFTS DONATED IN

2002 BY:

Page 9: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

“Rise early, work late, strike oil”

– J.P Getty

Page 10: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 11: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 12: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Internal FocusInternal FocusStrong organizational teamCommitment of appropriate

resources Influential and well-respected

board Integrate plan with college’s

strategic plan

Page 13: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 14: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

-Anonymous

Page 15: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 16: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 17: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Business, Corporations Business, Corporations & Corporate & Corporate FoundationsFoundations

Golf Tournament Special Event InvolvementCapital Initiatives Personal SolicitationSpecial Appeals for Strategic

Needs

Strategies for Success

Page 18: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Parents & FamilyParents & FamilyChallenge GrantDirect Mail ProgramTelemarketing to Freshman

Parents

Strategies for Success

Page 19: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

FriendsFriendsAnnual FundGiving CirclesPresident’s Circle ReceptionTelemarketingHonors/Memorials

Strategies for Success

Page 20: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Individual FoundationsIndividual FoundationsBoard RepresentationBriefing SessionsCompelling Case for Support

Strategies for Success

Page 21: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Directors & TrusteesDirectors & TrusteesDevote time, attention & effort to

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

Strategies for Success

Page 22: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 23: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

- Mark Twain

Page 24: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

Communications Communications ProgramProgram

Annual ReportFoundationsCampaign UpdateAlumni Hall of Fame VignettesCampaign VideoPress Clipping Package

Page 25: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 26: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 27: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

Page 28: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

In SummaryIn SummaryFollow a comprehensive

fundraising plan Integrate Foundation’s mission

with College’sSupport a well-funded

advancement officeCapitalize on characteristics of

your community

Page 29: From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester,

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

- Jimmy Dugan