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Leveraging Title III Funding within the Office of Development LaRence B. Snowden Assistant Vice President for Development. Presentation Breakdown. Introduction Overview - “Setting the Stage” Problem Identification - “Why the Need” Project Objectives / Background – “Our Action Steps”

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  1. Leveraging Title III Funding within the Office of Development LaRence B. Snowden Assistant Vice President for Development

  2. Presentation Breakdown • Introduction • Overview - “Setting the Stage” • Problem Identification - “Why the Need” • Project Objectives / Background – “Our Action Steps” • Highlighted Goals • Our Process / Framework – “How We Did It” • Results / Conclusions • Discussion / Q&As

  3. IT'S ALL ABOUT TSU

  4. Title III Projects over the Years • School of Public Affairs Forensic Science Learning Laboratory (FSLL) Enhancement • Funds were used for the purchase, rental, or lease of scientific or laboratory equipment. • Undergraduate degree program Enhancement (online course development) • Funds supported the development of academic instruction in disciplines in which black Americans are underrepresented. • Strengthening and Enhancing the Office of University Advancement Development Activities • Funds supported establishment or improvement of development offices.

  5. Problem Identification – “Why the need” • Overall need exist to increase unrestricted funds from alumni and the private sector for scholarships, endowments and large foundation funding • Limited resources existed within the Office of Development, primarily within the advancement services operations • Database problems impacting over 50,000 records • Stagnant donor pool • No true consistency in the appeals and outreach • Limited training to keep pace with demands of current fundraising needs

  6. Articles highlighting the need for increased fundraising at HBCUs HBCUs may be more in danger of closing than other schools http://www.businessinsider.com/hbcus-may-be-more-in-danger-of-closing-than-other-schools-2015-3 A need for strategy and Investment in HBCUs http://thehill.com/blogs/pundits-blog/education/213854-a-need-for-strategy-and-investment-in-hbcus HBCU Fundraising https://files.eric.ed.gov/fulltext/ED493566.pdf Improving advancement at HBCUs: The time is now https://www.ellucian.com/Blog/Improving-advancement-at-HBCUs--The-time-is-now/ Sustainability HBCU CDC Fundraising https://archives.huduser.gov/oup/conferences/presentations/hbcu/dallas07/HBCU07%20-%20Butler.pdf A Guide to Fundraising at Historically Black Colleges and Universities: An All Campus Approach https://books.google.com/books/about/A_Guide_to_Fundraising_at_Historically_B.html?id=nOO8RZ5IuwMC

  7. Advancement Services – Background Information

  8. Description of Advancement Service Functions Functions that are regularly managed by Advancement Services include: • Database management and reporting • Gift and biographical records management • Donor relations – donor recognition and stewardship  • Prospect development – prospect research and prospect management

  9. Strengthening the capacity for fundraising through Advancement Services Advancement Services provides the backbone of our organization's development operation. Part of the role of Advancement Services is to: • Solicit philanthropic support to ensure that each Administrative Unit can effectively and efficiently support the University’s Mission. • Gather, organize, manage and disseminate information to guide sound and effective advancement and overall business decisions of not-for-profit organizations. • Establish principles, adhere to guidelines and apply technical solutions to minimize risk, and maximize philanthropic investment, in their organizations. • Protect and advance the missions of their organizations and the interests of those who support these missions.

  10. Key Duties of Advancement Services Professionals As part of their responsibilities, Advancement Services professionals are routinely called upon to: • Facilitate fundraising, gift processing, constituent tracking, relationship management, fund management, and stewardship.  • Provide the essential infrastructure of the Advancement enterprise. • Position their front-line colleagues (fundraisers, alumni officers, etc.) for success in relationships with donors, potential donors, volunteer sand other supporters. • Minimize risks that Management incurs by accurately recording and reporting fundraising information and by securely managing sensitive data. • Understand, explain and apply all regulations and guidelines governing fundraising, gift processing and gift accounting (IRS, CASE, FASB/GASB, etc.) • Stay current with trends in Philanthropy and with the technical developments that apply to the profession; communicate and lead their organizations in applying these developments.

  11. Project Objectives – “Our Action Steps” • Create research data on at least 200 prospective profiles (major gifts / endowments / etc.) • Enter and track contact reports of 75% of the donor constituents entered to monitor the progress of increased giving • Increase the overall number of identified alumni within the database • Acknowledge and receipt 100% of the donors promptly!

  12. Goals of Increase For successful fundraising, your database is your most valuable asset and should be treated as such. • Developing a maintenance program of our donors’ physical addresses to increase our solicitations, direct mail and email. • Reduce the costs associated with undeliverable mails. • Increase data entry in updating old and acquiring new contact information on our donors.  • Increase the ability to disseminate information regarding fundraising efforts and needs to our constituents

  13. Timeline (after project awarding) Q 1 • Outlined the overall project strategic plan • Developed HR Position Posting • Interviewed candidates • Engaged the Office of Alumni Relations Staff for needs assessment • Purchased supplies and initiated technology enhancement • Hired graduate students to assist with coordination • Hired data analyst / information specialist to begin work • Began data entry and Clean up (Use of technology / alumni outreach) • Initiated the creation of prospect files • Verified and updated existing records for accuracy • Trained all personnel in back office operations (developed flowcharts and put streamlining efforts in place) • Merged duplicate records and updated constituency codes Q 2 Q 3 Q 4

  14. Total Philanthropic Contributions

  15. Total Donor & Gift Analysis

  16. Conclusion • Benefits • More overall awareness of the importance of advancement operations • Increase in alumni, corporate & individual gifts • Significant increase in overall donations/gifts • Constituent donor growth greater than 15% / yr. • Strengthen integrity of the database • Overall understanding of data management process • Streamline operational efforts within the Office of Development • Sustainability • Growth seen, TSU Foundation decision to hire additional staff to assist with advancement services and other activities • Increased engagement with new alumni donors has shown opportunity for renewed energy around giving • Next Steps • Continue periodic maintenance / update of database • Cross-training of all advancement service personnel • Continue to monitor the growth of records management • Launch a focused moves management stewardship project

  17. Discussion / Q & A

  18. Texas Southern University Contact Information LaRence B. Snowden Assistant Vice President for Development Office: 713.313.6844 Fax: 713.313.7594 Cell: 713.302.1463 Email: LaRence.Snowden@tsu.edu www.tsu.edu

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