From Whence Commeth our Wealth Brenda Babitz, chief development officer Diane Shoger, director of development Monroe Community College Foundation Rochester, New York Presentation To League for Innovation Phoenix, Arizona March 17, 2003

“Courage is being scared to death and saddling up anyway” – John Wayne

Goals  Setting the stage  Where we are  How YOU can get there

National Fundraising Trends Source : AAFRC Trust for Philanthropy/Giving USA 2002 Recessions in yellow: ; 1980; ; ; 2001

Who We Are  MCC founded in 1961  MCC Foundation established in 1983  1990 – a new decade, a new approach  Today – building on our success

Where We Are TEN-YEAR TRANSFERS TO COLLEGE

Where We Are NET ASSETS

Where We Are SOURCES OF GIFTS DONATED IN 2002 BY:

“Rise early, work late, strike oil” – J.P Getty

How Did We Get Here?  Serious attitude toward development  Annual, capital and planned giving initiatives  Long-term development plan  Multi-faceted communications

External Focus  Identified new revenue streams  Broad range of fundraising and “friend- raising” events  Growing emphasis of alumni support and activity  Donor recognition and stewardship a priority

Internal Focus  Strong organizational team  Commitment of appropriate resources  Influential and well-respected board  Integrate plan with college’s strategic plan

How YOU can get there  Identifying  Cultivating  Soliciting your constituencies

“Nothing is impossible to the people who don’t have to do it themselves” -Anonymous

Alumni  Hall of Fame  Integrate in Foundation  Reunion Dinner  Welcoming Program  Graduation Messages  Web Site  Target alumni segments – e.g., nursing, classes of the ’60s, Phi Theta Kappa, Student Leaders  Newsletter  From These Roots Campaign Strategies for Success

Faculty, Staff & Retirees  Gold Star Dinner  Campus Campaign  Out-of-State Receptions  Employee Giving Program  Retiree Recognition  Planned Giving – Alice Holloway Young Society  Academic & Campus Life Projects – e.g., child care center  Annual Grants Program  Endowed Chairs Strategies for Success

Business, Corporations & Corporate Foundations  Golf Tournament  Special Event Involvement  Capital Initiatives  Personal Solicitation  Special Appeals for Strategic Needs Strategies for Success

Parents & Family  Challenge Grant  Direct Mail Program  Telemarketing to Freshman Parents Strategies for Success

Friends  Annual Fund  Giving Circles  President’s Circle Reception  Telemarketing  Honors/Memorials Strategies for Success

Individual Foundations  Board Representation  Briefing Sessions  Compelling Case for Support Strategies for Success

Directors & Trustees  Devote time, attention & effort to recruitment & retention  Build relationships  Look for skills as well as attributes  Assign to meaningful committees Strategies for Success

Directors & Trustees (Continued)  Follow sound Board development practices  Develop effective communications  Expectation of giving  100% participation Strategies for Success Adapted from Building Board Diversity by Jennifer Rutledge, National Center for Nonprofit Boards

“Nothing needs reforming as much as people’s habits” - Mark Twain

Communications Program  Annual Report  Foundations  Campaign Update  Alumni Hall of Fame Vignettes  Campaign Video  Press Clipping Package

Donor Stewardship  SUNY Philanthropic Medals  Donor Recognition Boards  Leadership Circle Events  Accurate Record Keeping  Timely Gift Acknowledgments  Scholarship Reception

Internal Structure  New Foundation Staff  Policies & Procedures  Energizing the Board  Activating New Committee Structures  Providing Volunteer Training  Encouraging Leadership Generosity  Closely Monitoring Results

Documents  By-Laws  Mission Statement  Contractual Agreement with College  Gift Policies & Procedures  Job Descriptions for Staff and Board  Annual Plan and Budget  Internal Policies and Procedures  Fundraising Priorities  Audit Reports

In Summary  Follow a comprehensive fundraising plan  Integrate Foundation’s mission with College’s  Support a well-funded advancement office  Capitalize on characteristics of your community

“It’s supposed to be hard. If it was easy, anyone could do it. It’s the hard that makes it great” - Jimmy Dugan