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Division of University Advancement

Division of University Advancement. How Funds are Raised. How Funds Are Raised. Philanthropy: Based in Values. Development: Uncovers shared values. Fundraising: Gives people opportunities to act on their values. VALUE. How Funds Are Raised and Administered.

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Division of University Advancement

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  1. Division of University Advancement How Funds are Raised

  2. How Funds Are Raised Philanthropy: Based in Values Development: Uncovers shared values Fundraising: Gives people opportunities to act on their values

  3. VALUE

  4. How Funds Are Raised and Administered In administering gifts, Lincoln Memorial University acts in a fiduciary (trustee) capacity. Lincoln Memorial University adheres to the “Statement of Ethics” set forth by CASE (Council for the Advancement and Support of Education) and upholds its “Donor’s Bill of Rights.” Gift accounting follows CASE/NACUBO (National Association of College and University Business Officers) “Management Reporting Standards for Educational Institutions.” Restricted gifts are gifts with a specified purpose clearly stated by the donor. When a gift is not accompanied by specific purposes, it is used to fulfill the greatest needs of the University.

  5. Our team format and personal relationship building efforts educate donors on the activities of LMU and the giving opportunities that support those activities How Funds Are Raised

  6. Once alumni and friends are engaged, we offer a full spectrum of conduits and planned giving options aimed at maximizing the impact of all donations How Funds Are Raised

  7. Support can be in the form of cash, securities, non-cash gifts, annuities, trusts, bequests, and more How Funds Are Raised

  8. We facilitate the giving process; professionally steward gifts, and report to and sincerely thank our donors. The donor, according to giving level, then becomes a member of the LMU Recognition Society How Funds Are Raised

  9. The Annual Fund Foundations for Success

  10. The Annual Fund Donor Acquisition and Renewal are Key Factors

  11. The Annual Fund • Goal Setting – 5-10% increase each year • Make the case for support • Annual fund components • Constituencies • Annual Fund gifts lead to Major Gifts • Volunteers • Make Giving Easy

  12. The Annual FundSetting Goals Analysis of: • Total Dollars • Total Donors • New Dollars • New Donors • Number of dollars/donors by constituency

  13. The Annual Fund –Marketing Components • On-Line giving through website, makes giving EASY! • Direct mail appeals • Email blasts • Phonathons • Personal visits • Reunion Class giving • Gift Clubs • LYBUNT and SYBUNT • Special Events

  14. Adds value to LMU Builds quality Academic Programs Attracts and retains outstanding faculty Makes education attainable for students Enhances library resources and technology resources The Annual FundMaking the Case for Support

  15. The Annual FundTarget Constituencies • Alumni Churches • Board of Trustees Challenge Match • Faculty and Staff • Friends • Parents • Businesses • Corporations • Foundations

  16. The Annual FundCommitment A well organized annual fund program will maximize unrestricted gifts from top donors through personal contact turning them into major gift donors or estate planning prospects.

  17. The Annual FundVolunteer Can Become • Advisory Board members • Class Agents • Provide Staff Support in campus offices

  18. The Annual Fund Provides Strong Financial Support and….. • Helps establish a habit of giving • Begins the donor process • Helps identify potential volunteer leaders • Indicator of public’s attitude of LMU’s leadership and direction

  19. Contact Information Division of University Advancement Located in Kresge Hall Or call Cindy Whitt, Vice President at 423.869.6394 Frank Woodward, Gift Processing at 423.869.6351 Mike McPherson, Director of Development at 423.869.6359

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