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What is Development?. And, how can they help me get money for my research?. Sole Purpose of Development. To support UTHSC … Your College, your Department, your Program, your Research. Mission of Development.

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What is development

What is Development?

And, how can they help me get money for my research?


Sole purpose of development
Sole Purpose of Development

To support UTHSC …

Your College, your Department, your Program, your Research


Mission of development
Mission of Development

To inform and involve all constituencies – whether alumni, donors and friends, individuals, corporations, and foundations – in order to encourage their investment as friends and donors in support of the mission UTHSC….


Mission of ut health science center
Mission of UT Health Science Center

To improve human health through education, research, clinical care, and public service at the University of Tennessee Health Science Center.


Campaign for ut

Campaign for UT

University of Tennessee Health Science Center

Priorities determined by Chancellor and Deans with involvement of Department Chairs


Financial goal for campaign
FINANCIAL GOAL FOR CAMPAIGN

  • System-wide goal of $1,000,000,000

  • UTHSC – goal of $180,000,000

    • College of Medicine

    • College of Pharmacy

    • College of Dentistry

    • College of Nursing

    • College of Allied Health Sciences

    • College of Graduate Education

    • Campus wide initiatives


How do we support these priorities
How do we support these priorities?

With funds from

  • Individuals – alumni, grateful patients

  • Foundations

  • Not for profit organizations, such as American Cancer Society, Alzheimers Association, American Heart Association, March of Dimes, etc.

  • Corporations


National 2006 charitable giving total 295 02 billion
National 2006 charitable giving Total = $295.02 billion

Corporations$12.724.3%

Foundations$36.50 12.4%

Individuals$222.89 75.6%

Bequests$22.91 7.8%


Types of recipients of contributions 2006 total 295 02 billion
Types of recipients of contributions, 2006 Total = $295.02 billion

Environmentand animals$6.602.2%

Internationalaffairs$11.343.8%

Arts, culture, and humanities$12.514.2%

Unallocatedgiving

$26.088.8%

Public-society benefit$21.417.3%

Foundations$29.50 10.0%

Health $20.226.9%

Religion $96.82 32.8%

Humanservices

$29.56 10.0%

Education$40.98 13.9%


Gifts from individuals
Gifts from Individuals

  • What does a donor look like?

    • Faculty or staff

    • Grateful patients and their families

    • Alumni

    • Graduates of our residencies

    • Civic minded individuals

    • Someone who wants to leave a legacy


Four stages of donor cycle
Four stages of donor cycle

  • Qualification

  • Cultivation

  • Solicitation

  • Stewardship

    Average amount of time from initial

    contact to a major gift is 18 months.


Your role in the process
Your role in the process

  • Help in qualification (after identification)

  • Help in cultivation

    • Be a content expert

    • “Come along for the ride”

  • Solicitation

    • If a proposal is needed, provide descriptions

    • “Come along for the ride”

  • Assist in stewardship

    • Recognition and thanks, encouraging re-entry into the donor cycle


What makes an individual want to give
What makes an individual want to give?

PASSION !!!

  • PASSION QUESTION: What would you like to accomplish with your money that would be most meaningful to you?

  • Tell me more about that.

  • Help me understand what you mean by that.

  • What would you like to see happen to make this possible?

  • In addition…

  • If I understand you correctly…

  • Communicate what is next…


How do you secure a gift
How do you secure a gift?

  • Call Gloria or Bev

  • If a patient comes to you and says that they “want to do something for your department” …. “Would it be alright if someone from Development contacts you?”

  • Call Gloria or Bev


WHY???

  • We need to coordinate all fundraising asks – eliminate duplication of asks.

  • We can help you craft a proposal or gift agreement.

  • We can help you suggest an amount.

  • We can help you strategize.

  • We are conversant with different ways of giving.

  • If you are not comfortable asking for money, let Development do it.

  • Don’t let the opportunity slip away.


National 2006 charitable giving total 295 02 billion1
National 2006 charitable giving Total = $295.02 billion

Corporations$12.724.3%

Foundations$36.50 12.4%

Individuals$222.89 75.6%

Bequests$22.91 7.8%


Corporate and foundation relations
Corporate and foundation relations

  • Strategic research

  • Identification of potential prospects

  • Cultivation – where possible

  • Solicitation – includes proposal development / or application

  • Stewardship


Foundation facts
Foundation Facts

Number of Foundations

  • 1987- 27,661

  • 2005 - 71,095

    Assets

  • 1987 - $ 15.44 billion

  • 2005 - $550.55 billion

    Annual Giving

  • 1987 - $ 6.6 billion

  • 2005 - $36.4 billion


Types of foundations
Types of Foundations

  • Independent

    • 1987-25,094

    • 2005-63,059

  • Corporate

    • 1987-1,295

    • 2005-2,607

  • Operating

    • 1987-1,040

    • 2005-4,722

  • Community

    • 1987-232

    • 2005-707


Research resources
Research resources

Internet:

  • Google/Yahoo

  • Individual Foundation web sites

  • Foundation Center – searchable database (annual fee), RFP e-newsletter (free), http://www.foundationcenter.org

    Print:

  • Chronicle of Philanthropy, Chronicle of Higher Education

  • National newspapers-NY Times, Wall Street Journal

  • Local newspapers-Commercial Appeal, Memphis Business Journal, Memphis Daily News


Foundation directory online professional
FOUNDATION DIRECTORY ONLINE PROFESSIONAL

  • Search: Grantmakers, Companies, Grants, 990s

  • Grantmakers

    • Profile

    • Grants listing

    • News/Jobs/RFPs

    • People

    • 990s

  • Companies

    • Profile

    • People

    • 10-K

    • Grantmaker


Foundation directory online
FOUNDATION DIRECTORY ONLINE

Company ProfileFedEx Corporation(formerly FDX Corporation)3610 Hacks Cross Rd.Memphis, TN 38125(901) 369-3600Company URL:http://www.fedex.comEstablishment information: Established in 1998 from the merger of Caliber System, Inc. with Federal Express Corp.Company type: Public companyCompany ticker symbol and exchange: FDX/NYSEBusiness activities: Provides express, ground, and freight delivery services; provides logistics, supply chain management, and electronic commerce services and solutions.Business type (SIC): Transportation/scheduled air; trucking and courier services, except by air; management and public relations servicesFinancial profile for 2006: Number of employees, 138,400; assets, $22,690,000,000; sales volume, $32,294,000,000; pre-tax net income, $2,899,000,000; expenses, $29,280,000,000; liabilities, $11,179,000,000Fortune 500 ranking: 2006-68th in revenues, 107th in profits, and 163rd in assetsBoard of directors: Frederick W. Smith, Chair.; James L. Barksdale; August A. Busch; John A. Edwardson; Judith L. Estrin; J. Kenneth Glass; Philip Greer; J.R. Hyde; Shirley Ann Jackson; Steven R. Loranger; Charles T. Manatt; Joshua I. Smith; Paul S. Walsh; Peter S. Wilmott.Corporate officers: Frederick W. Smith, Chair., Pres., and C.E.O.; Rodger G. Marticke, Exec. V.P. and C.O.O.; Alan B. Graf, Jr., Exec. V.P. and C.F.O.; Dennis H. Jones, Exec. V.P. and C.I.O.; Kenneth R. Masterson, Exec. V.P., Genl. Counsel, and Secy.; T. Michael Glenn, Exec. V.P., Corp. Comms.; William J. Cahill, Sr. V.P., Human Resources; Charles M. Buchas, Jr., V.P. and Treas.; Donald C. Brown, Cont.Subsidiaries and/or Divisions: FDX Global Logistics, Inc., Memphis, TN; Federal Express Corporation, Memphis, TN.Affiliated grantmaker(s): FedEx Corporation Contributions ProgramCompany EIN: 621721435



What development will do
What Development will do

  • Tracks major foundations, e.g. Bill & Melinda Gates Foundation, Robert Wood Johnson Foundation

  • Provides assistance in identifying prospects

  • Provides strategy

  • Central system of prospect and donor master files – UTHSC connections

  • LOI, Applications - Review for punctuation, typos, other grammatical oversights


What you need to do
What you need to do

  • Inform Development of your intent to apply – WHY?

  • To assure that there is no conflict

  • As you submit to the Office of Research, also submit a copy to Development –

    [email protected]


Stewardship
Stewardship

The ‘caring’ of the ongoing relationship/partnership, communication, required reporting, visits, tours of campus, invitation to events, with current donors

  • Maintain relationship - ROI

  • Cultivate for future – The best donor is one who is given before

  • Time period – 12 months

  • Reporting - Development will help you with submission of reports as required

  • Recognition


Good partnership
GOOD PARTNERSHIP

  • Increases the likelihood of future grants

  • Benefits the funder

  • Advances the UTHSC mission

  • Benefits Tennesseans and others –

    • Improved healthcare

    • Improved quality of life


For questions or assistance
For questions or assistance

  • Gloria Greiner-Callihan, J.D.

    Assistant Vice Chancellor

    College of Medicine

    [email protected]

  • Beverly ‘Bev’ T. Sakauye

    Director, Corporate & Foundation Relations

    [email protected]


Yes we can

YES WE CAN !!!

Imagine what this campus would look like with an investment of $180,000,000.


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