FUNDRAISING; some approaches

1. FUNDRAISING;some approaches Janine Schmidt University Librarian University of Queensland CAUL Meeting, Cairns

2. Overview • Australian universities and their funding base • Australian university libraries and their traditional income sources • Cost pressures • Funding from benefaction • The library as enterprise • Other fundraising ventures • Changing the focus CAUL Meeting, Cairns

3. Australian Universities • All different • Group of 8 (Sandstone universities) • 12 regional universities • Australian Technology Network (5) • Innovation & Research Universities(Gumtrees) (5) • New Generation Universities • Teaching and learning/research orientation • Multi-campus, some with overseas or off-shore campuses or programs • Increasing numbers of fee-paying students • Student numbers vary: 1,000 – 40,000 • Being reviewed to death CAUL Meeting, Cairns

4. Funding Base • Federal government funding - formula • Based on student numbers • Disciplinary basis • Includes capital component for buildings • IGS, RTS, RIBG • Student fees • International • Domestic • HECS (Higher Education Contribution Scheme), PELS • HELP (Higher Education Loan Program) • Research Grants • ARC (Australian Research Council) • NHMRC (National Health and Medical Research Council) • State government, benefaction, investment income etc. CAUL Meeting, Cairns

5. Australian university libraries and their traditional income sources • Fixed percentage of total university income • Off the top, component of a group • 4% - 10%, average 4.7% • Operating grant, fees, research, overheads • Historical, program • Special initiatives • One line budget/allocations for staff/materials etc. • Library funded at expense of others • Negotiation and marketing crucial – cap in hand, begging bowl CAUL Meeting, Cairns

6. Cost pressures • 24 x 7 • E-everything • Library materials costs increase constantly by more than the CPI • Salary increases not compensated by income increases • Volatile floating currency • Additional responsibilities • Convergence with other parts of university? CAUL Meeting, Cairns

7. Funding from benefaction • Positions • Ongoing salary • Buildings • Law firms, individual lawyers contributing to law library • Annual appeals • Library as a beneficiary one year • Library as special category every year • Special activity, service • Equipment for disabled • Computers for disadvantaged CAUL Meeting, Cairns

8. Funding from benefaction • Special events • Sydney’s 150th • Purchase of expensive items • ILMS • Databases, journals • Purchase of hardware • PDAs, servers, laptops • Exhibitions, displays • Continuing • Short term CAUL Meeting, Cairns

9. Funding from benefaction • Whole or partial collections • Cultural gifts program – tax incentives • Conform to Collection Development Policy • Valuations • Disposals? • Adopt-a-book, journal • Preservation CAUL Meeting, Cairns

10. The benefactors • Alumni • Graduands • Wealthy individuals • Grateful clients • Corporations • Families, in honour of …. • Friends, in honour of… • Vendors • Anyone and everyone CAUL Meeting, Cairns

11. The benefits for the benefactors • Naming rights • Buildings, positions, rooms, shelves, chairs… • Something lasting • Public recognition • Splendid launch – premier, governor, royalty • Government/political • On wall, honour board, in catalogue, on letterhead, on equipment, website, mouse mat… • Press release, publication in newsletter • Photograph • Cyberplaques CAUL Meeting, Cairns

12. The benefits for the benefactors • Corporations • Fit • Community service obligations • Strategic • Product, service • Marketing • Employee relationships • Sliding scale of recognition • Platinum, gold, silver CAUL Meeting, Cairns

13. How does one obtain gifts? • One has to ask – and sometimes that is all it is • Work with Development Office • Employ one’s own Development staff? • Estate inheritance • Prepare detailed proposals outlining benefits for library and for donor • Target and research potential donors • Sales document • Press the right buttons CAUL Meeting, Cairns

14. Obtaining gifts through relationship marketing • Long-term • Use people of influence to help • Friends groups • Foundations – arms length • Cultivation through invitations, wining and dining • Maintain relationship, e-mail contacts, Christmas cards • Develop the proposal, identify the benefits, do the ASK • Tailor the website CAUL Meeting, Cairns

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16. The library as enterprise • Earn funds through fee-based services • Business information services • Training (internet, computing) • Publications • Newsletters • Books • Hiring of facilities • Sale of memorabilia • Postcards, umbrellas, graduation photographs • Cafes • Printing, copying CAUL Meeting, Cairns

17. The library as enterprise • Community use • Alumni use • Training programs • International • Specialist groups eg teacher librarians • Consultancy • Document delivery? CAUL Meeting, Cairns

18. Other fundraising ventures • Regulatory regimes • Fines • Specialist client groups • Tours • Grant applications • ARC • Philanthropic organisations • Sale of collections? CAUL Meeting, Cairns

19. Changing the focus • All library staff expend funds • All library staff are accountable • Journey to entrepreneurial and fundraising activities is not easy • Skill up staff • Develop marketing approach CAUL Meeting, Cairns

20. Changing the focus • It takes money to make money • Leadership – appropriate support from above and below • Selling and communication strategies • Promotional publications • Look good – facilities, etc. • Imagination, innovation, motivation required CAUL Meeting, Cairns

21. You can have a good University without a good library but you can’t have a great university without a great library. CAUL Meeting, Cairns

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