Effective Approaches in Higher Education Development

Transcription

1 Nonprofit Academic Centers Council - Annual Conference DePaul University, Chicago, Illinois Effective Approaches in Higher Education Development Andrew Shafer, MPA

2 Andrew Shafer, MPA Nashville, TN Vice President for Advancement Aquinas College Adjunct Faculty North Park University New York University Heyman Center Lilly School of Philanthropy SD Solutions Development Consulting Most important Husband, Dad of 4 Cycling, Golf, Photography, Tennessee Athletics (Go Vols!)

3 Capital vs. Comprehensive Campaigns

4 Capital vs. Comprehensive Campaigns

5 Capital vs. Comprehensive Campaigns $13,750,000 $27,000,000 $7,000,000 Endowment Scholarship Facilities Startup Programs $62,430,000

6 The Plan

7 The Plan

8 CASE Counting Standards Recommendations The working group makes the following recommendations specific to campaign counting and reporting (see attachment for proposed language recommendations and a comparison with current language in the third edition of the CASE Management and Reporting Standards): Revocable gifts may be included in campaign totals at face value if they are pledged during the campaign, documented, and as long as they are reported separately from outright gifts and irrevocable deferred gifts. Irrevocable deferred gifts may be included in campaign totals at face value, but both face and discounted present values should be reported. Conditional pledges may be included in campaign totals if there is a reasonable expectation that the conditions under which the pledge is made will be met during the campaign period and if there is appropriate documentation. Campaigns should be tied to the strategic goals of the institution, and for this reason the length of a campaign may vary. However, in order to maximize the commitment of volunteers, donors, staff and others, CASE recommends that a comprehensive campaign period generally not exceed eight years. Government funds are very important to helping institutions achieve their strategic goals, they are often secured competitively and help leverage private funds, and fundraising staffs often are integral to securing government support. However, CASE reaffirms its position that comprehensive campaigns are fundamentally philanthropic ventures designed to raise resources from the private sector. Therefore securing government funds does not fall under the definition of philanthropy as a private act. For this reason, government funds should not be included in campaign totals, but institutions should work to raise visibility and recognition for the value of government funding in accomplishing institutional goals. CASE should include a disclaimer to the revised campaign guidelines recognizing that within increasingly complex gift agreements, there will be situations not expressly covered in these guidelines and standards. SOURCE: Preliminary Report of the Campaign Standards Working Group. (n.d.). Retrieved 2 March 2015, from

9 Top Advancement Trends for 2015 Corporate and Foundation Relations Corporate Giving Increased 13.7% in 2014 Foundation Giving Increased 8.2% in 2014 SOURCE: Giving USA Foundation Giving USA 2015

10 Top Advancement Trends for 2015 Corporate giving as percentage of corporate pre-tax profits, SOURCE: Giving USA Foundation Giving USA 2015

11 Donor Pipeline Development and Retention 500 Donors New Donors + 50% Attrition = Still 500

12 Donor Pipeline Development and Retention What Can Happen After a Gift is Made Stay and become loyal supporters. Leave because of a lifestyle change (move, illness, wedding, funeral) Switch giving to another comparable organization Minimize Risk Quality and purpose driven marketing High impact experiences SOURCE: Craver, R. (2015). Retention fundraising: The new art and science of keeping your donors for life (pp ). Medfield, MA: Emerson & Church.

13 One Way to Get it Done Crowdfunding

14 Six Habits Broad Based Habits Common to Successful Crowdfunding Campaigns Personal Comprehensive Team Builder Aggressive Creative Strategic SOURCE: Hogue, J. (2015). Step-By-Step Crowdfunding (pp. 9-11).

15 Take the Plunge But be prepared to involve lots of institutional areas. SOURCE: University of Tennessee, Purdue University, Aquinas College, Boston University, University of Notre Dame

16 Digital and Direct Marketing

17 Impact Share. Follow up. Thank again.

18 Advancement Process and Progress Advancement Services Alumni Relations or Engagement Development Marketing & Communications Crowdfunding and Online Giving are Complimentary, not Supplementary

19 Thank You! Andrew Shafer