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Benchmarking Survey 2007 Director of Development SIG

Benchmarking Survey 2007 Director of Development SIG. Nancy DeGuire, PharmD Assistant Dean, External Relations University of the Pacific Stockton, California ndeguire@pacific.edu. Thank you, Participants!. 24 responses Survey open from October 23, 2007 to November 15, 2007

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Benchmarking Survey 2007 Director of Development SIG

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  1. Benchmarking Survey 2007Director of Development SIG Nancy DeGuire, PharmD Assistant Dean, External Relations University of the Pacific Stockton, California ndeguire@pacific.edu

  2. Thank you, Participants! • 24 responses • Survey open from October 23, 2007 to November 15, 2007 • www.freeonlinesurveys.com • Still available for those who would like to add to this data… • How long should we keep this up and available?

  3. Issues to Keep in Mind: • Reporting as raw data; has not been analyzed for correlations or statistical significance • Analysis of correlations will take time; Volunteers are encouraged! • Trends are helpful to guide discussions

  4. Why Bother? • Benchmarking: The process of measuring an organization’s processes against leaders in any industry to gain insights to improve performance. (Jason Saul, 2004, Benchmarking for Nonprofits) • Best practices: the products of benchmarking; innovative processes of other top-performing organizations that make them so successful. • Best practice: the most successful and efficient means of achieving a particular outcome.

  5. What to focus on? • Choose what you want to improve through the process • Methods: techniques for performing a particular activity • Policies: guidelines that govern the way the activity is done • Program: organized set of activities that delivers a service or product

  6. Handouts with Raw Data • Each handout page has data sets with headings and numbers for responses. • Lots of potential analysis for best practice correlations…future work. • In order to improve fundraising processes, data is needed to begin a process of providing evidence-based best practices. • Publications in peer-reviewed journals are needed…this is what the profession and academia reward and give credibility to.

  7. A= Less than one year B= 1 -3 years C= 3 – 7 years D= More than 7 years E= Other

  8. UNI: University of Northern Iowa (MA) • IUPUI: Indiana University, Purdue University of Indianapolis (MA, PhD) • Columbia University (MS)

  9. A= AACP B= AFP F=Other Discipline Specific C= CASE Organization D= APhA G=OtherE= ASHP

  10. Additional question: • How much, and is it sufficient? • If not, how do you get your travel funded?

  11. Additional question • Reasons? • Do you feel it would help you? • Would it help your dean?

  12. Access to Dean’s calendar offers greater flexibility for donor visits • Strategic planning made easier • How do you prepare your dean for donor visits?

  13. Controversial in the field • Annual targets tied to performance that result in a yearly bonus? • What are risks/benefits?

  14. Thomas J. Long School of Pharmacy and Health Sciences at University of the Pacific, Former Regent of University and parent • Named in 2002 for cumulative foundation and personal gifts over 20 years amounting to >$21 M for capital, endowments, scholarship • Capital Campaign gift for New Building at time of naming: $13.5 M • New idea: alumni donors raise money to prevent naming (Wisconsin Business school: 85 million for 20 years

  15. A= July 1 – June 30 B= January 1 – December 31 C= October 1 – September 30 D= Other

  16. A= PublicB= PrivateSeeing growth in formal development programs at Public Schools as government funds are decreasing and tuition stays flat or incurs slight increase.Implication: more competition for corporate and foundation dollars.

  17. Increase in number of schools nationwide resulted in increase in accelerated programs; most accelerated programs are new in this decade and are located at Private Schools.

  18. A= None B= Medicine C= Dentistry D= Nursing E= Optometry F= Physical Therapy G= Other: Speech Language Pathology, PhD

  19. Potential implications for Pharmacy DOD’s: • Negative impact: Dual loyalty with University Liberal Arts program, internal competition • Positive impact: longer educational experience at one University may increase potential for alumni donor giving • We can collect and review this data if it is available

  20. A= Prospect IdentificationB= Prospect Rating and ScreeningC= Prospect CultivationD= Prospect SolicitationE= Donor StewardshipF= Other Relationship between faculty or advisor and alum are emotional and special…faculty can greatly assist in all phases of cycle.

  21. A= Major Gift I= Grant Writing B= Annual Giving J= Stewardship C= Alumni Relations K= Planned Giving D= Marketing/P.R. L= Corporate E= Events M= Foundation F= Publications N= Staff Supervision G= Advancement Research O= Board Liaison H= Prospect Management P= Advisory Council Liaison Q= Other

  22. Benefits: • Aligning fundraising with strategic planning at early stage of development; DOD credibility, help with problem-solving • Garner faculty and staff support for development professionals • Better knowledge and articulation of school priorities to donors • Increased communication, appreciation of roles, and opportunities to gain support of faculty and administrators for work of fundraising

  23. Faculty can interact with and appreciate role of fundraising to overall school welfare, and better communication encourages faculty to participate in the fundraising process.

  24. Proactive vs. Reactive? Feasibility studies and Case statements?

  25. Questions: (slide 29) • Strengths and weaknesses • Has funding increased? • Feedback from alumni?

  26. A= CentralizedB= DecentralizedC= Hybrid (some duties in each) D= Other (can you describe?)

  27. Implications: • Those who said no…are you in decentralized?

  28. A= School: do you have to fundraise for your salary? B= UniversityC= Shared Expense Between University and SchoolD= Other

  29. Benefit: Unit keeps funds, opportunity for donor relations and stewardship • Risk: more work, less focus

  30. A= MailB= Email C= TelephoneD= Other: (face-to-face was assumed) Anyone using web programs?

  31. Implications: Accreditation guidelines will change this to 100% yes on next site visit. AACP has survey that they will help administer to alumni with use of your database. (We give it to alumni, but it is returned to AACP so it’s more anonymous.)

  32. A= Annually E= Every 5 YearsB= Every 2 years F= No Set TimeC= Every 3 years G= OtherD= Every 4 years Required for re-accreditation and part of assessment program at many schools; required for site team visit and self-study, so at minimum every 6 years or more often depending on re-accreditation cycle.

  33. A= By School (internal) D= By AACP (external) B= By University (internal) E= By Telefund Vendor C= By Outside Agency (external) F= Other

  34. Are they successful? What percent of alumni do give at reunion time? • What is cycle? Annual, Every 5 years? • What is goal of this program (% increase)?

  35. A= Alumni Newsletter B= Alumni Magazine C= Letter to Alumni from Dean D= Annual Report of the School E= Other (Web/email? What is “other”?)

  36. A= Homecoming Alumni Event Annually B= Alumni Reunion Event Annually C= Alumni Receptions at State and National Pharmacy Meetings D= Other (What is other?)

  37. Getting much more costly with mailing, amount of competition from other nonprofits…what is the return on this program?

  38. A= One Direct Mail Solicitation Per Year B= Two C= Three or More D= Other

  39. Does University solicit your alumni? • Danger of donor fatigue?

  40. Telefund: 13 of 25 said yes • Who are you using? • Strengths: (those who are satisfied) • Weaknesses: (those who are not satisfied) • Does the vendor let donors know the fees associated? • Do donors ask? • What are the fees?

  41. A= Extremely Satisfied (exceeding goals)B= Somewhat Satisfied (meeting goals)C= Satisfied (close to meeting goals)D= Not satisfied (not close to meeting goals)E= Unhappy (not close to goal, would not recommend)F= Other

  42. A= Solicitations by Email B= Online Web Giving, No Email Solicitations C= Online Web Giving and Email Solicitations D= Other (What is other?)

  43. A A= Part of University Campaign B= School Campaign Only C= Other Most schools have high goals and are exceeding them.

  44. A= Buildings/Facilities E= Program Enhancement B= Scholarships F= Annual Fund C= Endowments G= Other D= Faculty Positions (Chairs, Professorships)

  45. A= Dean F= Planned Giving Officer B= Director of Development G= Corporate/Foundation Officer C= Faculty H= Central Administrators D= Alumni (President, VP, etc.) E= Board Volunteers I= Other Clearly, Deans are highly involved with fundraising: sign of the times!

  46. A= Mission Statement (for school or for board?) B= Polices and Procedures C= Board Member Fundraising Duties D= Board Member Recruiting E= Other

  47. What is percent of giving for those with programs? • What is average size gift? • What are they giving to? (program, capital, etc)

  48. Is it part of your job? • What is motivation? • Do you manage corporate prospects same way as for gifts? • How do you balance faculty interest (contract or grant) vs. school’s interest (gift)?

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