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Office of Advancement

Office of Advancement. Fund Development March 14, 2012 Presenter : Colleen Lathan. Overview of Presentation. Function of Fund Development Elements of Success Fund Development’s Role in supporting the Athabasca River Basin Institute Accomplishments. Functions of Fund Development.

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Office of Advancement

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  1. Office of Advancement Fund Development March 14, 2012 Presenter: Colleen Lathan

  2. Overview of Presentation • Function of Fund Development • Elements of Success • Fund Development’s Role in supporting the Athabasca River Basin Institute • Accomplishments

  3. Functions of Fund Development • Relationship Building • Capacity Building • Resource Building

  4. Relationship Building

  5. Organization/ Institution Community A Philanthropic Culture Advancement & Development

  6. Capacity Building • Greater awareness and understanding

  7. Resource Building • Sufficient charitable gift resources to support people, programs, infrastructure and research • Recruitment of volunteers • Annual, Major and planned giving • Campaigns

  8. DONOR Donor Centred Philosophy Respect Engagement Good Service

  9. Vision Mission Mandate Strategic Direction NEED Priority Needs (Case) Identification Review Cultivation Relationship Management Solicitation PLAN Donor & Volunteer Stewardship Negotiation Recognition TEAM Institutional Leadership Faculty/staff/ Internal champions Development Team Volunteers, Faculty, Staff Critical Elements of Success

  10. Ingredients For Success • An inspiring, timely ARBRI mission and vision statement • A developed long-range strategic plan for ARBRI • Emphasis on programs/projects (and budgets) which support ARBRI’S mission and vision • Clear, concise and compelling case for support- proposal • Strategic engagement and charitable gift leadership from ARBRI Faculty/Director

  11. Ingredients for Success • Teamwork on the part of the VP Academic, VP Advancement, Director of ARBRI and Fund Development staff • Meaningful engagement of influential volunteers • Recognition and Stewardship of donors

  12. Key Roles for ARBRI Leadership • Serve as the chief ARBRI spokesperson • Engage Faculty and staff • Actively steward a portfolio of 5 -10 major donor prospects • Articulate a compelling strategic vision for the future of ARBRI • Support Advancement staff

  13. Key Roles For Fund Development • Prepare the infrastructure, and the database • Prepare the preliminary and final case statements for ARBRI • Organize and coordinate the moves process and volunteers, or faculty leadership • Implement the solicitation plans • Communicate progress, milestones and successes

  14. Positive Outcomes • Increase levels of gift income • Strengthen the brand of Athabasca University and the Athabasca River Basin Research Institute • Engage a committed group of volunteers

  15. Accomplishments • RBC support to the Community Engagement Project • Imperial Oil to BARBI project

  16. Quote “Fundraising isn’t a simple process of begging – It is a process of transferring the importance of the project to the donor” - Hank Rosso

  17. Thank You Colleen Lathan Senior Institute Advancement Officer

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