Presentation Transcript

1. Questions? Before we begin…
2. Global Visual Parallel Linear Random How do you view information and others?
3. What type of person are you? Is your cup half empty or half full? Are you positive or negative?
4. Vanilla? Chocolate? Strawberry? What flavor of ice cream?
5. Are you on the “same page” as your board, superintendent, principals, teachers and students, etc? Meaning…do they understand philanthropy is a team sport? Do you have a positive relationship with your superintendent, principals, teachers, Board and other stakeholders?
6. 25 + 15+ 5+ Less than 5? At current job? Experience (overall) in the room; Show of hands
7. Have you surveyed your various constituencies to see what they need and expect from you? Are you confident in P3? (Priorities, Prospects, Process)
8. Thriving? Surviving? Crying? What is your program today?
9. Want to stay in your same job? Want to stay in the same field? Intend to leave field in five or less years? If so, why? How many of you…
10. What keeps you up at night?
11. Elements Needed For Total Success

    Educational Foundation Management

    By Duke Haddad, Ed.D., CFRE Executive Director of Development, Salvation Army Indiana Division Senior Associate, G. J. Mongon & Company Fundraising Consultants Former Board President, Lawrence Township Indiana Schools Foundation
12. Are you interested in partial or total success? If so, what elements are needed for this success? Let’s look at philanthropy globally… But first, what is your number one focus? Questions
13. © 2012 Giving USA Foundation While there are just over 1 million 501 (c) (3) organizations, there were almost 1.3 million 501 (c) (3) one year earlier!
14. Contributions by Recipient © 2012 Giving USA Foundation
15. Contributions by Source © 2012 Giving USA Foundation
16. WHAT SHOULD A COMPREHENSIVE PROGRAM CONTAIN?
17. The Pyramid
18. WHO ARE YOUR CONSTITUENTS? Who else?
19. Neapolitan Ice Cream Strawberry Vanilla Chocolate * You need a scoop of each
20. But first, what is your mission and vision? Why do you attempt to generate time, talent and treasure? Have you ever asked your superintendent: What is your vision for the foundation and priorities for fundraising? I did. Create a personal philosophy. Combine elements in a guide for success!
21. General Information/History Foundation Overview Board of Directors Foundation Staff Strategic Plan (Marketing/Branding Plan) Fundraising Priorities Financial Goals & Objectives (Budget) Board Rosters Master Calendar of Meetings, Events, Operational Activities Gift Guidelines & Policies Bylaws & Articles of Incorporation Guide elements
22. Geographical map of township area List of administrative offices and schools Facts–Number of students served, teachers employed, alumni, etc. History of foundation – Dollars raised, students served etc. Partnerships with other organizations Share information for audience that knows nothing about you! General information/history
23. Create a narrative of founder history; Who started it and why and achievements through the years In overview, cite mission, vision, values, beliefs Cite programs of the foundation such as Annual Gifts, Major Gifts, Planned Gifts, Donor Recognition, Gift Clubs Create what has been done and where you are going (future direction) Foundation Overview
24. Role of the board Position descriptions Duties of directors Board committees + descriptions + assignments Goals and objectives Structure Member responsibility Ten board responsibilities People laws of raising money Board of Directors
25. List foundation staff and what each person does Staff role in fundraising Operational reporting structure Staff support of foundation board members Staff rationale – such as achieving foundation objectives Foundation Staff
26. Role statement Leadership philosophy Role, vision, values statement Four parts Areas of focus for FY, primary, secondary, ongoing fundraising programs Financial strategy and tactics Governance and management strategy Committee strategy Operational strategy Teachers – Foundation board, administration Strategic plan
27. Fundraising Priorities Examples Operations Endowment Building Charity Care Community Benefit Programs Services Teaching Grants Continuing Education Scholarships Focus on unrestricted or key restricted priorities Consider UR funds for each principal so they have freedom to spend based on their needs Provide grants to teachers to stimulate learning Survey and ask constituents what they would do with private funds!
28. Create budget – Revenues, Expenses, Net Create graphs (Historical) For priorities–Create narrative justification for donors to give – justify reason for giving List financial goals and objectives (Transparent) If possible, break down revenues/goals by annual gifts, major gifts and planned gifts Financial goals and objectives
29. List board roster with detailed contact information List foundation former or “Emeritus” board members Board roster
30. Master calendar – fiscal year Meeting schedule for 12 months Events (time and place) Direct mail, online, special events, etc. (FR events)
31. Foundation – Purpose, policies, procedure Types of instruments accepted Documentation, reporting, recognition, etc. Gift guidelines and policies
32. Bylaws + Articles of incorporation Bylaws of foundation Articles of foundation
33. Be a Global visual! Does your foundation engage teachers, research, service, education for administrators, teachers, students, community? What? Determine the purpose for your foundation – Simple is better! What is the foundation’s reputation and expectations? Do a SWOT (strengths, weaknesses, opportunities, threats) analysis with various constituents engaged. Have an outside objective consultant, peer or member view your program on an ongoing basis – Look at Best of Class and model if relevant! thoughts
34. Engage superintendent, principals and teachers in life of foundation. Have a foundation recognition plaque in each school’s entrance. Make presentations in each school and recognize teachers, parents and friends. Utilize famous “alumni” when possible. Take foundation beyond special events to comprehensive program. As a foundation executive, volunteer for at least one organization and become a leader, so you can appreciate volunteer needs and wants. Create a student foundation and attempt to have students give “forever” to foundation. Create a newsletter, letters and a website to keep information flowing. Think out of the box! Continued thoughts
35. Prioritize Elements, Make Foundation Relevant, Remember Needs of Students and Teachers Have a special subcommittee of principals for each school – obtain UR funds for them Create special major gift society – concentrate on individual gifts! And final thoughts
36. What we’re working towards