Building Effective Partnerships to Fuel Fundraising

1. Building Effective Partnerships to Fuel Fundraising Presented by Aggie Sweeney, CFRE, CEO & Natalie Lamberjack, Account Executive The Collins Group November 7, 2005

2. What we’ll cover today… • The 7 core competencies for sustainable fundraising • The roles of the head of school and board members for each competency • The best ways to engage other parents, volunteers, families and alumni in the process

3. What you want to explore…

4. The 7 Core Competencies for a Sustainable Fundraising Program

5. Organizational Planning • Leadership is guided by mission and vision statements • The strategic planning process engages key players • Fundraising goals are tied to the strategic plan • An annual case of support is developed

6. Roles in Organizational Planning • Head of School: • Board of Trustees: • Other Partnerships:

7. Fundraising Environment • Everyone at your school can explain the difference philanthropy makes • The external environment is continually scanned for threats and opportunities • There is a sense of pride in fundraising

8. Roles in Fundraising Environment • Head of School: • Board of Trustees: • Other Partnerships:

9. Board and Volunteers • Board members and volunteers actively are involved in all areas of fundraising: from acknowledgment to solicitation • Board and volunteers chair/lead campaigns and events • Board development scrutinizes needed skills and diverse representation

10. Roles with Board & Volunteers • Head of School: • Board of Trustees: • Other Partnerships:

11. Development Program Activities • A balanced mix of fundraising activities support financial needs and is maximized to yield the highest return • Development activities are regularly evaluated for effectiveness • Programs should focus on acquisition, retention and upgrade

12. Roles in the Development Program Activities • Head of School: • Board of Trustees: • Other Partnerships:

13. Donor Management and Stewardship • Staff are able to track and monitor donor moves • There is a process for timely and accurate acknowledgement of gifts • There is a plan for donor recognition • Donors are kept informed about what their gift made possible

14. Roles in Donor Management & Stewardship • Head of School: • Board of Trustees: • Other Partnerships:

15. Marketing and Donor Communication • Communication for fundraising is planned within the full communication plan for school • Messaging focuses on benefits, not features • Find the best vehicles and styles for your school’s culture

16. Roles in Marketing & Communication • Head of School: • Board of Trustees: • Other Partnerships:

17. Development Infrastructure • Sufficient resources allocated to development activities, staffing, systems, and technology • Comprehensive policies and procedures support development activities • Technology and information systems are adequate for data/donor management and communications

18. Roles in Development Infrastructure • Head of School: • Board of Trustees: • Other Partnerships:

19. Questions & Answers

20. Resources • Burke, Penelope. Donor-Centered Fundraising. (Chicago: Cygnus Applied Research, Inc., 2003.) • Grace, Kay Sprinkel. Beyond Fund Raising: New Strategies for Nonprofit Innovation and Investment. (New York: John Wiley & Sons, 1997). • Greenfield, James. Fundraising Fundamentals. (New York: John Wiley & Sons, 2002).

21. The Collins Group • Seattle • 501 E. Pine Suite 201 Seattle, WA 98122 Call: 206.728.1755 Fax: 206.728.1740 Info@collinsgroup.com • Portland28 SW First Avenue Suite 600Portland, OR 97204 Call: 503.274.9363 Fax: 503.274.1710 mail@collinsgroup-pdx.com