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FUNDRAISING; some approaches. Janine Schmidt University Librarian University of Queensland. Overview. Australian universities and their funding base Australian university libraries and their traditional income sources Cost pressures Funding from benefaction The library as enterprise
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FUNDRAISING;some approaches Janine Schmidt University Librarian University of Queensland CAUL Meeting, Cairns
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
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
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
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
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
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
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
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
The benefactors • Alumni • Graduands • Wealthy individuals • Grateful clients • Corporations • Families, in honour of …. • Friends, in honour of… • Vendors • Anyone and everyone CAUL Meeting, Cairns
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
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
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
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
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
The library as enterprise • Community use • Alumni use • Training programs • International • Specialist groups eg teacher librarians • Consultancy • Document delivery? CAUL Meeting, Cairns
Other fundraising ventures • Regulatory regimes • Fines • Specialist client groups • Tours • Grant applications • ARC • Philanthropic organisations • Sale of collections? CAUL Meeting, Cairns
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
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
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