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Building Effective Partnerships to Fuel Fundraising. Presented by Aggie Sweeney , CFRE, CEO & Natalie Lamberjack , Account Executive The Collins Group November 7, 2005. What we’ll cover today…. The 7 core competencies for sustainable fundraising

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building effective partnerships to fuel fundraising

Building Effective Partnerships to Fuel Fundraising

Presented by

Aggie Sweeney, CFRE, CEO

&

Natalie Lamberjack, Account Executive

The Collins Group

November 7, 2005

slide2

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
organizational planning
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
slide6

Roles in Organizational Planning

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
fundraising environment
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
slide8

Roles in Fundraising Environment

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
board and volunteers
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
slide10

Roles with Board & Volunteers

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
development program activities
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
slide12

Roles in the Development Program Activities

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
donor management and stewardship
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
slide14

Roles in Donor Management & Stewardship

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
marketing and donor communication
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
slide16

Roles in Marketing & Communication

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
development infrastructure
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
slide18

Roles in Development Infrastructure

  • Head of School:
  • Board of Trustees:
  • Other Partnerships:
resources
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).
slide21
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