DO WE NEED TO DO THERE IS PRESSURE TO LAUNCH A CAMPAIGN? IT TAKE?[3]WHAT ARE OUR KEY EXTERNAL CONSIDERATIONS?[4]WHAT IF [1]WHAT IS A CAMPAIGN?

Size: px
Start display at page:

Download "DO WE NEED TO DO THERE IS PRESSURE TO LAUNCH A CAMPAIGN? IT TAKE?[3]WHAT ARE OUR KEY EXTERNAL CONSIDERATIONS?[4]WHAT IF [1]WHAT IS A CAMPAIGN?"

Transcription

1 TO LAUNCH A CAMPAIGN? Julie Davis CFRE, Vice President, External Relations & Advancement Trent University Michael Logue, Senior Vice President KCI (Ketchum Canada Inc.) AFP Congress November 25, [1]WHAT IS A CAMPAIGN?[2]WHAT 3 1

2 [1]WHAT IS A CAMPAIGN?[2]WHAT 4 [1]WHAT IS A CAMPAIGN?[2]WHAT 5 [1]WHAT IS A CAMPAIGN?[2]WHAT 6 2

3 [1]WHAT IS A CAMPAIGN?[2]WHAT 7 What is a campaign? Major event in life of an Institution Focus on key project(s)/initiatives Primary focus of Development Office & Institution Stems from big vision or ideas Meaningful financial objective/goal Conducted over time (years) Requires significant preparation Conducted in phases Reliance on major gifts to be successful Phases of a campaign pre-campaign consultation ARTICULATING THE VISION campaign quiet phase public phase celebration: recognition & stewardship 3

4 NEW DONORS Multiple objectives of campaigns DOLLARS RAISED # OF DONORS GOV T RELATIONS PHYSICIANS VOLUNTEERS SENIOR ADMIN Key campaign success factors Careful institutional planning Resource investmentprograms, infrastructure, professionals Interdisciplinary big ideas Pipeline of prospects continuously refreshed Perseverance and patience Full organizational buy-in of campaign vision, themes and strategy Leadership able to present a compelling vision & inspire confidence Campaign planning 4

5 [1]WHAT IS A CAMPAIGN?[2]WHAT 13 The 11 indicators of internal campaign readiness [1] Case for Support Development [2] Internal Alignment [3] Institutional Leadership [4] Staff Resources [5] Culture of Philanthropy [6] Process and Systems [7] Resource Investment [8] Prospect Pipeline and Pool [9] Volunteer Leadership [10] Major Gift Program, Culture [11] Stewardship [1]Case for support Custodial vs. Visionary Wish list vs. Strategic Priorities Can be a challenge getting to the big ideas Prioritization process: how was it done? Institutional leadership endorsement Consultative process is evident: Top down and ground up Relevance to organizational vision? Does it answer the Why? Capital/Research/Programmatic elements 5

6 [1]Case development framework WHAT? What is the long-term vision? What big issues are we seeking to address? What are the unique features of our organization that enable it to realize its vision? WHY? Why have these priorities been chosen? Why is this project (s) so critical for our community? Why are we the institution to take this plan forward? Why should a donor care about this plan? SO WHAT? What will the outcome be? What change will we affect? How will donors know that we are successful? 16 [2]Internal alignment Campaign and philanthropy seen as priority of organization Enthusiastic board endorsement of case and campaign Buy in from deans, faculty, senior staff, physicians, program leads etc. Realistic & aligned expectations of timeline, success, effort required [3]Institutional leadership Create & promote the vision Passion and authenticity Champion the institution and campaign Commitment of time Active participation Appetite for campaign Building a culture of philanthropy with internal leadership and staff 6

7 [4]Staff resources Time allocation from VP Development/ED and President of Foundation to campaign How much time is spent on Major Gift fundraising activities? Campaign experience on Development team Prospects staff team members Prospect Identification & Research capacity Communications resources Stewardship: donors and fund management Volunteer management Alumni program [5]Culture of philanthropy Role of philanthropy in achieving the mission is well understood Unwavering support from leaders is widely evident Accountability is deeply ingrained throughout the organization Development is recognized as a core function Donors, beneficiaries have opportunities to interact Donors are valued for more than just their financial support Philanthropic success is celebrated [6]Processes and systems Policies and Procedures: Prospect rating/clearance/management Moves management Gift acceptance Recognition/Naming Policy Financial reporting Counting policy Database management Utilization to potential Performance Dashboard/Scorecard 7

8 [7]Resource investment What will be required? How will we finance the Campaign? 8-25% of campaign goal Staff team enhancement: numbers & training Communications Research Stewardship Administration Events [8]Process pipeline and pool Evaluation of prospects (top ) Collective number & value State of readiness Linkage/Major Gift history Prospect GAP Analysis: 3:1; 5:1 ratios Research capacity and prospect identification/ qualification plan [8]Process pipeline and pool 8

9 [8]Process pipeline and pool [8]Process pipeline and pool [8]Process pipeline and pool 9

10 [9]Volunteer leadership, engagement Volunteer leadership assessment Profile in community Ability to give Ability to influence Area of influence Relationship with organization Donor history Degree of engagement (evaluation) [9]Volunteer leadership, engagement Board engagement Governance vs. Fundraising Board Readiness for campaign Major gift experience and activities Culture of philanthropy and personal giving Job descriptions Recruitment plan Expectations Stewardship of previous Board members/ volunteers [9]Volunteer leadership, engagement Strength of volunteer pipeline Donors New Board candidates Committee members Emerging leaders group Alumni leaders/prominent alumni Physicians/researchers prospects vs. suspects 10

11 [10]Major gift program, culture Historical campaign analysis Major Gift Program: Age Maturity History Depth Level Program: Growth or decline mode? Program: Reactive or proactive? [10]Major gift program, culture Segmentation analysis Pledged vs. one-time gifts Are Major Gift/Planned Giving programs integrated? Complement of MG team Time allocation: CEO, VP Development, Board members [11]Stewardship Proactive vs. reactive Ongoing vs. episodic Stewardship Plan (formal) Measurement & accountability Customized plans for top 30 donors Tailored reports Strategic events (Group, small group) Dedicated staff time/resources Access to CEO, Senior leaders 11

12 [1]WHAT IS A CAMPAIGN?[2]WHAT 34 External considerations Profile & positioning Reputation and relevance Receptivity to Case Donor stewardship assessment Stakeholder Consultations (Institution or External Consultant) Interviews Focus Groups On-line Survey Market analysis Environmental Scan/Marketplace competition Economic factors (regional/national) Donor s compelling expectations 12

13 Volunteer expectations and structure Discerning Support expected Competition is fierce Size & scope of team/structure Duration Engagement strategy Stewardship [1]WHAT IS A CAMPAIGN?[2]WHAT 38 First you must 13

14 Pitfalls of institutional impatience HR/ Recruitment & Retention Metrics/ Performance Mgmt Results Long Term/ Short Term Rotational Leadership Institutional Impatience Effect on Donors Credibility Budget / ROI Underdeveloped relationships Campaign Envy Case studies CAMPAIGN READINESS CHECKLIST 42 14

15 DISCUSSION WHAT HAS WORKED FOR YOU? OPPORTUNITIES? CHALLENGES? KEY LEARNINGS? 43 THANK YOU! PLEASE FEEL FREE TO CONTACT US Julie Davis: x 7207 / 7246 Mike Logue: mlogue@kciphilanthropy.com X

Director Major Gifts MISSION: WE WORK FROM THE HEART TO UNITE CARING PEOPLE TO TACKLE OUR COMMUNITY S TOUGHEST

Director Major Gifts MISSION: WE WORK FROM THE HEART TO UNITE CARING PEOPLE TO TACKLE OUR COMMUNITY S TOUGHEST MISSION: WE WORK FROM THE HEART TO UNITE CARING PEOPLE TO TACKLE OUR COMMUNITY S TOUGHEST CHALLENGES. VISION: A COMPASSIONATE, VITAL COMMUNITY WHERE PEOPLE HAVE THE EDUCATION, RESOURCES AND OPPORTUNITIES

More information

Vice President Development & Commuunications. Position Profile

Vice President Development & Commuunications. Position Profile Vice President Development & Commuunications Position Profile October 2015 POSITION DESCRIPTION The Vice President of Development and Communications is ultimately accountable for the successful achievement

More information

Module 8 - Management Module 8 Objectives. Philanthropy is an integral part of the org s strategic plan your participation in the strat plan

Module 8 - Management Module 8 Objectives. Philanthropy is an integral part of the org s strategic plan your participation in the strat plan Module 8 - Management Module 8 Objectives Philanthropy is an integral part of the org s strategic plan your participation in the strat plan Design and implement short- and long-term FR plans and budgets

More information

THE YMCA IN CANADA THE ORGANIZATION YMCA OF NORTHERN ALBERTA

THE YMCA IN CANADA THE ORGANIZATION YMCA OF NORTHERN ALBERTA THE YMCA IN CANADA The YMCA was established over 160 years ago, as a charity dedicated to the health of both individuals and communities. Our focus on inclusiveness and accessibility means we serve people

More information

Best Practices in Planning & Evaluating Organizational Readiness for Successful Endowment & Comprehensive Campaigns

Best Practices in Planning & Evaluating Organizational Readiness for Successful Endowment & Comprehensive Campaigns Best Practices in Planning & Evaluating Organizational Readiness for Successful Endowment & Comprehensive Campaigns Jamie Kelley, Vice President of Development Baltimore Symphony Orchestra Angel Terol,

More information

Executive Director of Advancement

Executive Director of Advancement Executive Director of Advancement ORGANIZATION As Canada s largest and most influential faculty of education, the Ontario Institute for Studies in Education (OISE) at the University of Toronto occupies

More information

How it works: Questions from the OCAT 2.0

How it works: Questions from the OCAT 2.0 Social Sector Practice How it works: Questions from the OCAT 2.0 OCAT 2.0 is an updated and improved version of our original OCAT survey. It asks nonprofit staff to rate their organization s operational

More information

Seven Core Competencies of a Sustainable Fundraising Program

Seven Core Competencies of a Sustainable Fundraising Program Seven Core Competencies of a Sustainable Fundraising Program To fully realize their stated visions and to carry out their missions, nonprofits must have the following core competencies in place. Organizational

More information

Building a Healthy Prospect Pipeline

Building a Healthy Prospect Pipeline Building a Healthy Prospect Pipeline Nicole Nakoneshny - Vice President, KCI Lisa Gleva Director, Principal Gifts and University Development, York University Why look at your Prospect Pipeline? To ensure

More information

UNITED WAY PARTNERSHIPS

UNITED WAY PARTNERSHIPS United Way s bold goals in education, income and health are designed as a rallying cry to the nation to join together and work collectively on real, lasting solutions that would fundamentally put people

More information

AFP MA Conference on Philanthropy

AFP MA Conference on Philanthropy ENGAGING YOUR BOARD, CEO AND VOLUNTEERS IN DEVELOPMENT AFP MA Conference on Philanthropy Kate Villa, CFRE Vice President, CCS Fundraising November 29, 2017 1 Session Overview 1. Our task Fundraising; Our

More information

FINANCE & BUSINESS AT PENN STATE...

FINANCE & BUSINESS AT PENN STATE... Table of Contents FINANCE & BUSINESS AT PENN STATE... 3 Mission & Vision... 3 Organizational Profile... 3 F&B Situational Analysis... 3 F&B Alignment with University Priorities... 4 STRATEGIC PRIORITIES...

More information

Job Description: Director, Marketing & Communications (Toronto)

Job Description: Director, Marketing & Communications (Toronto) Job Description: Director, Marketing & Communications (Toronto) The Opportunity: Reporting to the Vice President of Corporate Partnerships, Marketing & Events, the Director of Marketing & Communications

More information

Senior Vice President of External Affairs Washington, DC

Senior Vice President of External Affairs Washington, DC Senior Vice President of External Affairs Washington, DC Expanding the Possibilities 1 External Affairs The National Women s Law Center has been on the frontlines of nearly every major advance for women

More information

Building a Culture of Philanthropy

Building a Culture of Philanthropy Building a Culture of Philanthropy Building a Culture of Philanthropy BRIAN DAUGHERTY CHIEF PHILANTHROPY OFFICER SAN DIEGO HUMANE SOCIETY Goals for Today Understand what a Culture of Philanthropy is and

More information

Sample questions for a development audit

Sample questions for a development audit 12-00 Sample questions for a development audit These questions demonstrate the scope of issues you should consider if you want to evaluate your fund development program. Often a development audit is conducted

More information

Achieving Organizational Change:

Achieving Organizational Change: Achieving Organizational Change: The Importance of Organizational Culture Presented by: Ken Desson Pentor Communications Inc. Ottawa, Canada 1 This presentation discusses how organizational culture impedes

More information

Amherst H. Wilder Foundation Search for Vice President, Wilder Center for Communities

Amherst H. Wilder Foundation Search for Vice President, Wilder Center for Communities Amherst H. Wilder Foundation Search for Vice President, Wilder Center for Communities The Organization Amherst H. Wilder Foundation ( Wilder and Foundation ) is a non-profit organization dedicated to improving

More information

Director of Marketing and Communications. Search conducted by: waldronhr.com

Director of Marketing and Communications. Search conducted by: waldronhr.com Director of Marketing and Communications Search conducted by: waldronhr.com The Organization ClimateWorks Foundation (CWF) is a global non-governmental organization that partners with leading funders to

More information

4/10/2014. Developing an HR Strategic Plan A Step by Step Approach. Agenda. By a Show of Hands: The HR Strategic Plan. Critical Success Factors

4/10/2014. Developing an HR Strategic Plan A Step by Step Approach. Agenda. By a Show of Hands: The HR Strategic Plan. Critical Success Factors Developing an HR Strategic Plan A Step by Step Approach Sue Jones Managing Director - KLS Group (541) 213-2075 sue@theklsapproach.com www.theklsapproach.com Creating an HR Strategy Agenda The HR Strategic

More information

CULTURE OF PHILANTHROPY

CULTURE OF PHILANTHROPY CULTURE OF PHILANTHROPY Everyone can articulate a case for giving (what philanthropy makes possible) and describe how contributions are used. Donor communications emphasize what charitable gifts make possible

More information

Strategic Plan. Uniting to care & cure

Strategic Plan. Uniting to care & cure 2017-2020 Strategic Plan Uniting to care & cure Table of Contents Message from the President & CEO Page 2 Overview Page 3 Mission Page 4 Core Values Page 5 2017-2020 Objectives & Strategies Page 6 Mission

More information

Comprehensive Annual Plan for Development. Robert J. Crandall AFP Nebraska Thursday, January 17, :30 AM to 1:00 PM

Comprehensive Annual Plan for Development. Robert J. Crandall AFP Nebraska Thursday, January 17, :30 AM to 1:00 PM Comprehensive Annual Plan for Development Robert J. Crandall AFP Nebraska Thursday, January 17, 2019 11:30 AM to 1:00 PM Elements of the Plan: Mission Statement Development Mission Statement Development

More information

CUF A REFRESHING OF THE STRATEGIC PLAN

CUF A REFRESHING OF THE STRATEGIC PLAN CUF A REFRESHING OF THE STRATEGIC PLAN Introduction The Clemson University Foundation is in the forever business. Yet we fully understand that today is the first day of forever. CUF s vision is long term

More information

Director of Advancement Operations Opportunity Guide

Director of Advancement Operations Opportunity Guide Director of Advancement Operations Opportunity Guide https://www.lstc.edu The mission of the Lutheran School of Theology at Chicago, a seminary of the Evangelical Lutheran Church in America, is to form

More information

The Age of Stewardship

The Age of Stewardship The Age of Stewardship Welcome! We re together for 90 minutes During the presentation, there will be several Q & A s Email your comments and questions any time 2 Agenda 1. Imagine achieving a culture of

More information

Community Foundation for Greater Atlanta and BoardSource. Executive Succession Planning: A Leadership Priority June 14, 2016

Community Foundation for Greater Atlanta and BoardSource. Executive Succession Planning: A Leadership Priority June 14, 2016 Community Foundation for Greater Atlanta and BoardSource Executive Succession Planning: A Leadership Priority June 14, 2016 Robin Hindsman Stacia, Psy.D Senior Governance Consultant, BoardSource BoardSource

More information

Royall & Company Richmond, VA

Royall & Company  Richmond, VA Royall & Company www.royall.com Richmond, VA ADVANCEMENT SERVICES CONSULTANT THE SEARCH Best known as a leader in recruitment marketing for two decades, Royall & Company (Royall) was founded in 1983 as

More information

Indiana Youth Group Strategic Plan

Indiana Youth Group Strategic Plan Indiana Youth Group Strategic Plan 2011-2014 1 Table of Contents MISSION AND VISION 3 HUMAN CAPITAL 4 GOAL 4 OBJECTIVES 4 METRICS 5 FACILITY 5 GOAL 5 OBJECTIVES 5 METRICS 5 RESOURCES 5 GOAL 5 OBJECTIVES

More information

World Class Donor Relations: Creating a Shared Culture of Stewardship

World Class Donor Relations: Creating a Shared Culture of Stewardship World Class Donor Relations: Creating a Shared Culture of Stewardship Laura Goodwin Vice President, The Osborne Group laura@theosbornegroup.com The Benefits of a Culture of Stewardship 1. Increased giving

More information

From the Ground Up: 8/30/2017. From the Session Description: What is Major Gift Fundraising?

From the Ground Up: 8/30/2017. From the Session Description: What is Major Gift Fundraising? From the Ground Up: Building a Successful Major Gifts Program With Foundational Culture and Metrics CHRIS KASAVICH, MBA, CFRE From the Session Description: a successful major gifts program efficiently

More information

Presented by Joan Galon King Cape Cod Philanthropy Day November 14, 2012

Presented by Joan Galon King Cape Cod Philanthropy Day November 14, 2012 Presented by Joan Galon King Cape Cod Philanthropy Day November 14, 2012 Director of Development, Nantucket Historical Association More than 20 years of experience in the development profession, including

More information

2016 LEADERSHIP GIVING GUIDE

2016 LEADERSHIP GIVING GUIDE 2016 LEADERSHIP GIVING GUIDE BENEFITS OF A LEADERSHIP CAMPAIGN Leadership giving is an important part of United Way employee campaigns in all business and public sector organizations. United Way relies

More information

or by to

or by  to Association of Fundraising Professionals Greater Philadelphia Chapter 100 North 20 th Street, Suite 400, Philadelphia, PA 19103 T: 215-320-3871; F: 215-564-2175 E: chapter@afpgpc.org; W: www.afpgpc.org

More information

2 Executive Leadership Roles

2 Executive Leadership Roles 2 Executive Leadership Roles Vice President Advancement (VP) Chief Operating Officer (COO) Royal British Columbia Museum Victoria, British Columbia Located in beautiful Victoria, British Columbia, the

More information

PRODUCTIVE CONVERSATIONS WITH DONORS: A HANDBOOK FOR FRONTLINE FUNDRAISERS

PRODUCTIVE CONVERSATIONS WITH DONORS: A HANDBOOK FOR FRONTLINE FUNDRAISERS PRODUCTIVE CONVERSATIONS WITH DONORS: A HANDBOOK FOR FRONTLINE FUNDRAISERS By Kathy Drucquer Duff, CFRE KDD Philanthropy AUTHOR KATHY DRUCQUER DUFF, CFRE KDD Philanthropy Built upon a passion for the impact

More information

The Power of People. Our University Our Future Our People

The Power of People. Our University Our Future Our People The Power of People Our University Our Future Our People 2016-2021 The Power of People The Power of People builds on the significant achievements of Talent First, the University s People Strategy 2013-2015,

More information

Reporting for Fundraising

Reporting for Fundraising Strategies for Supporting Advancement and Development Reporting for Fundraising Metrics, Analytics and the Strategic Plan Relating your data warehouse design to your strategic plan. SupportingAdvancement.com

More information

ACADEMIC DIVISION ENTERPRISE RISK MANAGEMENT (ERM) GARY NIMAX ASSISTANT VICE PRESIDENT FOR COMPLIANCE AND ENTERPRISE RISK MANAGEMENT

ACADEMIC DIVISION ENTERPRISE RISK MANAGEMENT (ERM) GARY NIMAX ASSISTANT VICE PRESIDENT FOR COMPLIANCE AND ENTERPRISE RISK MANAGEMENT Meeting of the Board of Visitors Audit, Compliance and Risk Committee June 12, 2015 ACADEMIC DIVISION ENTERPRISE RISK MANAGEMENT (ERM) GARY NIMAX ASSISTANT VICE PRESIDENT FOR COMPLIANCE AND ENTERPRISE

More information

FUNDRAISING LEADERSHIP JULY 18, 2014

FUNDRAISING LEADERSHIP JULY 18, 2014 The Alford Group s 2014 Midsummer Learning Labs Series Marilyn Foster Kirk, CFRE Vice President FUNDRAISING LEADERSHIP JULY 18, 2014 Strategic fundraising leadership Effective fundraising is a strategic

More information

NONPROFIT BOARD GOVERNANCE WORKSHOPS

NONPROFIT BOARD GOVERNANCE WORKSHOPS NONPROFIT BOARD GOVERNANCE WORKSHOPS The workshops described below are designed as full-day seminars. Clients, however, may choose shorter seminar lengths. In shorter seminars, agendas are adjusted to

More information

CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting

CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting Introduction CSR / Sustainability Governance and Management Assessment By Coro Strandberg President, Strandberg Consulting www.corostrandberg.com November 2015 Companies which adopt CSR or sustainability

More information

Greater Tacoma Community Foundation Job Description. Job Title: Communications Specialist Date Prepared: September 2017

Greater Tacoma Community Foundation Job Description. Job Title: Communications Specialist Date Prepared: September 2017 Greater Tacoma Community Foundation Job Description Job Title: Communications Specialist Date Prepared: September 2017 Incumbent Name: Open Position Reports to (Title): Vice President of Communications

More information

OPPORTUNITY PROFILE Chief Operating Officer

OPPORTUNITY PROFILE Chief Operating Officer www.bouchier.ca OPPORTUNITY PROFILE Chief Operating Officer ABOUT THE BOUCHIER GROUP The Bouchier Group is one of the largest Aboriginal-owned and operated companies in the Athabasca Oil Sands region,

More information

EMPLOYMENT LIFE CYCLE

EMPLOYMENT LIFE CYCLE Engaging and Retaining Employees through the EMPLOYMENT LIFE CYCLE Presented by: Shellie Haroski, SPHR, SHRM-SCP Assessing Engagement 1. List what works well to engage your employees 2. List areas of opportunity

More information

Advancement Framework Planning

Advancement Framework Planning Advancement Framework Planning Monthly Progress Review Meeting March 6, 2012 Agenda Quantitative Brand Perception Analysis Progress update Qualitative Brand Dynamics & Perception Analysis Review brand

More information

Director, Strategic Partnerships. Search conducted by: waldronhr.com

Director, Strategic Partnerships. Search conducted by: waldronhr.com Director, Strategic Partnerships Search conducted by: waldronhr.com About The Organization The Energy Foundation s nonprofit mission is to serve the public interest by building a strong clean energy economy.

More information

May 2018 Executive Director Position

May 2018 Executive Director Position May 2018 Executive Director Position Fundraising Counsel Executive Search Page 2 Open Books Transforming lives through reading, writing and the power of used books It s an exciting time at Open Books!

More information

Advancement & External Affairs Strategic Plan 2017

Advancement & External Affairs Strategic Plan 2017 Student-Focused Service Community Engagement Authentic Dialogue Thoughtful Risk-Taking Culture of Continuous Improvement Advancement & External Affairs Strategic Plan 2017 1 Our Mission We strengthen the

More information

Agenda. Succession Planning Defined. Succession Planning Ensures Strong Lineup of Key Players

Agenda. Succession Planning Defined. Succession Planning Ensures Strong Lineup of Key Players Succession Planning Ensures Strong Lineup of Key Players Georg Krammer, CEO Katie Kaneko, President November 3, 2016 Agenda Introduction Definition Importance Benefits Strategies and success factors Planning

More information

Royall & Company Richmond, VA

Royall & Company  Richmond, VA Royall & Company www.royall.com Richmond, VA CLIENT DEVELOPMENT EXECUTIVE THE SEARCH Through 25 years of successful partnerships with higher education institutions, Royall & Company (Royall) has developed

More information

JOB DESCRIPTION: EXECUTIVE DIRECTOR

JOB DESCRIPTION: EXECUTIVE DIRECTOR JOB DESCRIPTION: EXECUTIVE DIRECTOR Location: Nairobi, Kenya Reports to: Board of Directors (Kenya-based Board of Trustees & USA-based Board of Directors) Start Date: July 1, 2016 Contract Term: Two years,

More information

President and Chief Executive Officer Seattle, Washington

President and Chief Executive Officer Seattle, Washington President and Chief Executive Officer Seattle, Washington EXECUTIVE SUMMARY Group Health Foundation, a new, groundbreaking 501(c)(4) philanthropic organization committed to shaping and advancing the work

More information

Focus on Women as Donors

Focus on Women as Donors Learn how to build and sustain powerful relationships with women donors Women are changing the face of philanthropy! This course, designed through a collaboration of The Fund Raising School and Women s

More information

Fundraising-Annual Giving, Campaigns, Annual Funds, Giving Days, Leadership Gifts, and Donor Cycle

Fundraising-Annual Giving, Campaigns, Annual Funds, Giving Days, Leadership Gifts, and Donor Cycle Fundraising-Annual Giving, Campaigns, Annual Funds, Giving Days, Leadership Gifts, and Donor Cycle Agenda Trends in Philanthropy What Donors Want Giving Cycle Cultivation Solicitation Listening Questions

More information

Strategic Plan Fiscal Year

Strategic Plan Fiscal Year Strategic Plan Fiscal Year 2018-2020 Friends, For nearly 100 years, our mission to change the way the world defines and views disability has been a guiding force. As Easterseals Midwest grows, this commitment

More information

PMO In A Box. Prepared for UBS

PMO In A Box. Prepared for UBS PMO In A Box Prepared for UBS Roadmap Why PMO In A Box? Establish PMO Governance Standardize Methodology Create a Stakeholder Partnership Plan 2 PMOs Are In Transition 3 CEB PMO Executive Council pmo in

More information

University of South Carolina Division of Communications

University of South Carolina Division of Communications University of South Carolina Division of Communications A. Executive Summary Vision Statement The Division of Communications is a member of a highly collaborative external relations team dedicated to enhancing

More information

AGENCY OVERVIEW WE RE OLOGIE

AGENCY OVERVIEW WE RE OLOGIE AGENCY OVERVIEW WE RE OLOGIE ABOUT OLOGIE WHAT DOES OLOGIE DO? ABOUT OLOGIE WHAT DOES OLOGIE DO? We re a branding and digital agency. We are researchers, strategists, designers, storytellers, and problem

More information

FRATERNITY & SORORITY LIFE STRATEGIC PLAN: Established by the FSL Presidents Council and Student Programs & Engagement, April 2018

FRATERNITY & SORORITY LIFE STRATEGIC PLAN: Established by the FSL Presidents Council and Student Programs & Engagement, April 2018 FRATERNITY & SORORITY LIFE STRATEGIC PLAN: 2018-2021 Established by the FSL Presidents Council and Student Programs & Engagement, April 2018 MISSION Fraternity & Sorority Life ( FSL or Greek Life) is a

More information

VACANCY ANNOUNCEMENT: CHIEF ADVANCEMENT OFFICER

VACANCY ANNOUNCEMENT: CHIEF ADVANCEMENT OFFICER VACANCY ANNOUNCEMENT: CHIEF ADVANCEMENT OFFICER Morehouse College invites applicants for the position of Chief Advancement Officer. The Chief Advancement Officer is responsible for leading a team to cultivate

More information

Deputy Director of Development, Sponsorships & Partnerships Royal Academy of Arts Up to 60,000 plus attractive benefits

Deputy Director of Development, Sponsorships & Partnerships Royal Academy of Arts Up to 60,000 plus attractive benefits Deputy Director of Development, Sponsorships & Partnerships Royal Academy of Arts Up to 60,000 plus attractive benefits The Royal Academy of Arts is one of the UK s foremost arts institutions, famous for

More information

JOB DESCRIPTION JOB PURPOSE. Head of Marketing / Chief Marketing Officer

JOB DESCRIPTION JOB PURPOSE. Head of Marketing / Chief Marketing Officer JOB DESCRIPTION Job Title: Grade: Responsible to: Responsible for: Head of Marketing / Chief Marketing Officer Management Vice-Chancellor and President Corporate marketing; student recruitment; public

More information

Strategic Plan. Uniting to care & cure

Strategic Plan. Uniting to care & cure 2017-2019 Strategic Plan Uniting to care & cure Table of Contents Message from the President & CEO Page 2 Overview Page 3 Mission Page 4 Core Values Page 5 2017-2019 Objectives & Strategies Page 6 Mission

More information

Leading Practice: Approaches to Organizational Change Management

Leading Practice: Approaches to Organizational Change Management Leading Practice: Approaches to Organizational Change Management Abstract This document provides recommended approaches to organizational change management (OCM) when implementing CA Project and Portfolio

More information

YAVAPAI BIG BROTHERS BIG SISTERS (YBBBS) CHIEF EXECUTIVE OFFICER

YAVAPAI BIG BROTHERS BIG SISTERS (YBBBS) CHIEF EXECUTIVE OFFICER POSITION DESCRIPTION YAVAPAI BIG BROTHERS BIG SISTERS (YBBBS) CHIEF EXECUTIVE OFFICER The Board seeks an experienced executive to inspire, lead and strengthen YBBBS as it continues to support our youth

More information

Click to edit Master title style

Click to edit Master title style Click to edit Master title style Bequests: Who Wants To Make Them & How To Get Them Gary Pforzheimer President, PG Calc gary@pgcalc.com 888-497-4970 2018 PG Calc Agenda Bequest giving behavior ü Charitable

More information

Development Manager. The Development Manager is a full time, exempt position and reports to the Director of Development and Strategic Partnerships.

Development Manager. The Development Manager is a full time, exempt position and reports to the Director of Development and Strategic Partnerships. Development Manager ABOUT SACNAS Society for Advancement of Chicanos/Hispanics and Native Americans (SACNAS) was founded in 1973 and is the largest multicultural and multidisciplinary STEM diversity organization

More information

Creating & Sustaining a University-wide Integrated Marketing Culture. Dec. 6, 2012 (Webinar)

Creating & Sustaining a University-wide Integrated Marketing Culture. Dec. 6, 2012 (Webinar) Creating & Sustaining a University-wide Integrated Marketing Culture Dec. 6, 2012 (Webinar) Shirley Melikian Armbruster Associate Vice President Fresno State Jeanette DeDiemar, Ph.D. Assistant Vice President/

More information

KEY TRENDS TO WATCH: THE NEXT WAVE OF GROWTH IN CORPORATE PRO BONO SERVICE 2014 REPORT

KEY TRENDS TO WATCH: THE NEXT WAVE OF GROWTH IN CORPORATE PRO BONO SERVICE 2014 REPORT KEY TRENDS TO WATCH: THE NEXT WAVE OF GROWTH IN CORPORATE PRO BONO SERVICE 2014 REPORT CECP s recently released Giving in Numbers is the tenth edition of this annual benchmarking report. In addition to

More information

Phi Kappa Tau Fraternity 2020 Strategic Plan

Phi Kappa Tau Fraternity 2020 Strategic Plan Phi Kappa Tau Fraternity 2020 Strategic Plan Phi Kappa Tau, by admitting me to membership, has conferred upon me a mark of distinction in which I take just pride. I believe in the spirit of brotherhood

More information

Position Description

Position Description ABN 64 002 806 233 Position Title: Donor Loyalty and Retention Program Manager Team / Business Unit: Fundraising Team / Fundraising & Marketing Unit Location: NSW Action Centre, Sydney Manager: Fundraising

More information

CHESAPEAKE BAY MARITIME MUSEUM STRATEGIC PLAN

CHESAPEAKE BAY MARITIME MUSEUM STRATEGIC PLAN CHESAPEAKE BAY MARITIME MUSEUM STRATEGIC PLAN 2018 2022 INTRODUCTION Founded in 1965 as a grassroots effort, CBMM has grown to encompass a collection of more than 70,000 objects, 40 full-time staff, 75,000+

More information

POSITION DESCRIPTION. Partnerships Manager General Manager Marketing & Fundraising. Direct Reports

POSITION DESCRIPTION. Partnerships Manager General Manager Marketing & Fundraising. Direct Reports POSITION DESCRIPTION Title Reporting to Direct Reports Partnerships Manager General Manager Marketing & Fundraising nil GIVE WHERE YOU LIVE FOUNDATION Give Where You Live Foundation aims to address one

More information

American Committee For the Weizmann Institute of Science Director of Development, Bay Area Region San Francisco, CA Salary Range: $125,000 - $150,000

American Committee For the Weizmann Institute of Science Director of Development, Bay Area Region San Francisco, CA Salary Range: $125,000 - $150,000 American Committee For the Weizmann Institute of Science Director of Development, Bay Area Region San Francisco, CA Salary Range: $125,000 - $150,000 Opportunity for Impact The American Committee for the

More information

Career opportunity: Executive Vice President and General Manager, Worldwide - Wolters Kluwer Finance, Risk and Regulatory Reporting (FRR) - London

Career opportunity: Executive Vice President and General Manager, Worldwide - Wolters Kluwer Finance, Risk and Regulatory Reporting (FRR) - London Career opportunity: Executive Vice President and General Manager, Worldwide - Wolters Kluwer Finance, Risk and Regulatory Reporting (FRR) - London About Wolters Kluwer Financial Services Wolters Kluwer

More information

Developing an Integrated Anti-Fraud, Compliance, and Ethics Program

Developing an Integrated Anti-Fraud, Compliance, and Ethics Program Developing an Integrated Anti-Fraud, Compliance, and Ethics Program Establishing an Effective Anti-Fraud, Compliance, and Ethics Function 2018 Association of Certified Fraud Examiners, Inc. Discussion

More information

Accion Venture Lab Job Description Guide

Accion Venture Lab Job Description Guide Accion Venture Lab Job Description Guide Overview This document intends to demonstrate best practices in crafting a job description - Please be sure to adapt your job description to include skills and

More information

Two Peas in a Pod: Cultural Competency and Diversity and Inclusion. Teresa Mastin, PhD Director, Diversity and Inclusion

Two Peas in a Pod: Cultural Competency and Diversity and Inclusion. Teresa Mastin, PhD Director, Diversity and Inclusion Two Peas in a Pod: Cultural Competency and Diversity and Inclusion Teresa Mastin, PhD Director, Diversity and Inclusion Blueprint Why Cultural Competency is Important Harvard Business Review Case Study

More information

Nonprofit Organizational Assessment Tool

Nonprofit Organizational Assessment Tool Nonprofit Organizational Assessment Tool The following checklist was designed to help you review the strategies and practices that your organization might want to put in place to further its effectiveness.

More information

Center for Work Education and Employment CEO Position Guide

Center for Work Education and Employment CEO Position Guide Center for Work Education and Employment CEO Position Guide POSITION: REPORTS TO: LOCATION: Chief Executive Officer Board of Directors Denver, Colorado Mission CWEE fosters personal and professional transformation

More information

GW Human Resources Strategic Plan

GW Human Resources Strategic Plan GW Human Resources Strategic Plan 2017-2021 OUR VISION We aspire to develop a diverse and engaged workforce to lead GW to excellence. OUR MISSION The mission of Human Resources is: to serve as an effective

More information

Step-by-Step Volunteer Job Descriptions

Step-by-Step Volunteer Job Descriptions Step-by-Step Volunteer Job Descriptions The job descriptions that follow summarize the duties of the membership recruitment volunteers as they are outlined in the Recruitment and Retention Manual. If you

More information

STRATEGIC PLAN SUMMARY AND GOALS FOR SUCCESS

STRATEGIC PLAN SUMMARY AND GOALS FOR SUCCESS STRATEGIC PLAN SUMMARY AND GOALS FOR SUCCESS July 1, 2015 June 30, 2018 June, 2015 Dear Hill-Stead Museum Friends, In an effort to achieve Hill-Stead Museum s aspiration of becoming a preeminent cultural

More information

UTS Position Description UTS:HUMAN RESOURCES

UTS Position Description UTS:HUMAN RESOURCES UTS Position Description UTS:HUMAN RESOURCES Position Title Manager, Advancement Services Unit/Division or Faculty Advancement Position Number (if known) HEW Level HEW 9 Date 5 th October 2017 POSITION

More information

Leadership Institute

Leadership Institute The Nonprofit Leadership Initiative (NPLI) develops effective nonprofit organizations in the Fox Valley Region through leadership, collaboration, and learning opportunities. The Leadership Institute is

More information

Balance Inc. Executive Director. Position Profile

Balance Inc. Executive Director. Position Profile Balance Inc. Executive Director Position Profile June 2018 Organization and Position Overview Improving the quality of life for persons with developmental disabilities Balance, Inc., with a $5 million

More information

THOMAS J. FARRELL '88, '90W (MS) SENIOR VICE PRESIDENT FOR ADVANCEMENT JOHN LIPPINCOTT

THOMAS J. FARRELL '88, '90W (MS) SENIOR VICE PRESIDENT FOR ADVANCEMENT JOHN LIPPINCOTT LEADING EVER FORWARD VOLUNTEER THOMAS J. FARRELL '88, '90W (MS) SENIOR VICE PRESIDENT FOR ADVANCEMENT JOHN LIPPINCOTT PRESIDENT EMERITUS, COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION OF COUNSEL, MARTS

More information

Job Related Information

Job Related Information Job Related Information This document includes information about the role for which you are applying and the information you will need to provide with your application. 1. Role Details Vacancy reference

More information

STRATEGIC PLAN

STRATEGIC PLAN AFP in Canada STRATEGIC PLAN 2018 2020 Association des professionnels en philanthropie MISSION VISION To stimulate a world of generosity and positive social good through fundraising best practices. The

More information

Position Description March President and CEO

Position Description March President and CEO Position Description March 2019 MISSION Understanding that grantmakers are successful only to the extent that their grantees achieve meaningful results, (GEO) promotes philanthropic strategies and practices

More information

YWCA Edmonton. YWCA Edmonton Board of Directors Recruitment Information Package

YWCA Edmonton. YWCA Edmonton Board of Directors Recruitment Information Package 2019 YWCA Edmonton YWCA Edmonton Board of Directors Recruitment Information Package Message from the President Thank you for your commitment to our community and your interest in the YWCA Edmonton. I am

More information

Strengthening Your CSR Impact Story with a Program Outcomes Framework

Strengthening Your CSR Impact Story with a Program Outcomes Framework Prepared by: Strengthening Your CSR Impact Story with a Program Outcomes Framework August 9, 2017 Tom Knowlton Partner & Director of Corporate Services Lisa Frantzen Senior Evaluation Consultant Susan

More information

TAKING YOUR FUNDRAISING FROM GOOD TO GREAT: IMPROVING & MEASURING PERFORMANCE. Stephanie Cory AFP Capital Conference

TAKING YOUR FUNDRAISING FROM GOOD TO GREAT: IMPROVING & MEASURING PERFORMANCE. Stephanie Cory AFP Capital Conference TAKING YOUR FUNDRAISING FROM GOOD TO GREAT: IMPROVING & MEASURING PERFORMANCE Stephanie Cory AFP Capital Conference Defining Greatness A great organization is one that delivers superior performance and

More information

Chapter Management Awards 2016 PROFESSIONAL DEVELOPMENT

Chapter Management Awards 2016 PROFESSIONAL DEVELOPMENT CHAPTER IABC Ottawa REGION Canada East CHAPTER BOARD TERM July 1 to June 30 TIMELINE July 1, 2015 to November 15, 2016 DIVISION CATEGORY CHAPTER CONTACT Division 1: Large Chapter (201 or more members)

More information

Executive Director Search

Executive Director Search Executive Director Search Science Club for Girls (SCFG) seeks an inspiring and visionary leader, dedicated to the advancement of girls and women in science, technology, engineering and math (STEM), to

More information

Position Paper: Elevating Corporate Relations through Institutional Commitment NACRO Benchmarking Committee July, 2016

Position Paper: Elevating Corporate Relations through Institutional Commitment NACRO Benchmarking Committee July, 2016 Position Paper: Elevating Corporate Relations through Institutional Commitment NACRO Benchmarking Committee July, 2016 Background NACRO is a network of over 500 U.S. and international academic corporate

More information

Executive Director of Family Alternatives ~

Executive Director of Family Alternatives ~ Presents. Executive Director of Family Alternatives ~ Ballinger Leafblad is proud to present the following information on behalf of our client, Family Alternatives, in its search for Executive Director.

More information

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE DIRECTOR OF DEVELOPMENT, MIDWEST REGION

AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE DIRECTOR OF DEVELOPMENT, MIDWEST REGION AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE DIRECTOR OF DEVELOPMENT, MIDWEST REGION Chicago, IL OPPORTUNITY FOR IMPACT The American Committee for the Weizmann Institute of Science (ACWIS)

More information

The Ohio State University Human Resources Strategic Plan

The Ohio State University Human Resources Strategic Plan Human Resources 2018-2023 Strategic Plan Finalized: May 16, 2018 Delivering HR Excellence. Inspiring People. Leading Change. HR.OSU.EDU 1590 N. High Street, Suite 300 Columbus, OH 43201 614-292-1050 Table

More information