Working with Development to Advance Community Engagement Illinois and Wisconsin Campus Compacts

Introductions and Overview Basics of Development Working with a CRM System Showing Impact Endowed Centers Becoming a Development Priority / Working with Development Interactive Q&A

BASICS OF DEVELOPMENT Terms Prospect Grant Stewardship Endowment CRM Prospect base

BASICS OF DEVELOPMENT This is a different lens—not focused on institution, instead on community Campaign vs Individual Corporate relations vs individual relationships Why should development care about community engagement? (Donors want to see what the university actually DOES in the community) Development professionals as consultants

WORKING WITH A CRM SYSTEM What is CRM? Who controls it? Why is it important?

SHOWING IMPACT All funders want to know they make an impact Data Stories

ENDOWED CENTERS Benefits Drawbacks How is this different than grants?

BECOMING A PART OF PRIORITIES / WORKING WITH DEVELOPMENT Aligned with other priorities We aren’t here to say, “No.” Avoid preconceived notions about where the $ comes from How to connect with other community priorities?

ACTION PLAN Pick up the phone + set up a meeting Develop prospect base (individuals, philanthropies, corporate) Know what you want + how you’ll use the $ Proposals Avoid jargon! (showcase different examples) Be open-minded Keeping and tracking impact

Q&A Jennifer McFarland MA’96 Lynette Green Associate Vice President of Development and Managing Director Office of Gift Planning Wisconsin Foundation and Alumni Association O: 608-308-5311 | M: 608-206-6074 SUPPORTUW.ORG/GIFT-PLANNING Lynette Green Associate Vice President for College Advancement St. Norbert College 100 Grant Street De Pere, WI 54115 920-403-3235 www.snc.edu