Working With to Advance The Kosovo American Education Fund

Transfer of Wealth Low Estimate$41 Trillion Low Estimate$41 Trillion Middle Estimate $73 Trillion Middle Estimate $73 Trillion High Estimate$136 Trillion High Estimate$136 Trillion Source: Boston College Social Welfare Institute Dr. Paul G. Schervish & John J. Havens

Primary Finding: KAEF Fundraising Commitment by American Councils Provides, KAEF Fundraising Commitment by American Councils Provides, –An opportunity to pilot / model private funding & explore growth potential –With significant Implications for the organization

Purpose: Review leading findings, conclusions & recommendations Review leading findings, conclusions & recommendations Clarify Situation Analysis context Clarify Situation Analysis context Next Steps Next Steps

Robert Russell & Associates 30+ years building institutions 30+ years building institutions Hospitals & private schools Hospitals & private schools Universities & public policy groups Universities & public policy groups

Methodology: Extensive documents research Extensive documents research Interviews of staff, trustees, alumni Interviews of staff, trustees, alumni Analysis vs. best practices & experience Analysis vs. best practices & experience *Reasons for Optimism!

Where Did Money Come From in 2005? -Individuals $199.1B – 76.5% -Foundations $30B – 11.5% -Bequests $17.4B – 6.7% -Corporations $13.8B – 5.3% - TOTAL GIVING 2005 $260.3 Billion Source: Giving USA June 2006

Where Did Money Go in 2005? Source: Giving USA In Billions % Religion $ % Education Health Human Svcs Arts/Culture Public/Society Environment Int’l. Affairs To Foundations Unallocated Total $260.3B

Giving Motivators for Individuals: 1. “Effectiveness” or ROI 2. Belief / Passion 3. Quality 4. The “Messenger”

Giving Motivators Continued: 5. Urgency 6. Need 7. Obligation 8. Tax Deductibility

A Major Conclusion: The Best Option for KAEF & American Councils Fundraising: -American individuals -Shared vision, values, hopes and dreams *Relationship development

Leading Findings: KAEF a pilot / model for larger idea KAEF a pilot / model for larger idea Mission statement has evolved Mission statement has evolved Fundraising experience competitive grant focused Fundraising experience competitive grant focused

Leading Recommendations: KAEF fundraising strategic plan with American Council’s backdrop KAEF fundraising strategic plan with American Council’s backdrop Meeting donor needs Meeting donor needs Fundraising infrastructure Fundraising infrastructure

Implications: Significant but reasonable investment Significant but reasonable investment Organization acculturation Organization acculturation Board responsibilities Board responsibilities Senior leadership commitment Senior leadership commitment

In Summary: Committed to fund raising Committed to fund raising An opportunity to explore / expand An opportunity to explore / expand Promising relationships Promising relationships Strong, capable leaders & staff Strong, capable leaders & staff Reasons for optimism Reasons for optimism - Timely mission - History of success - Great stories - Reputation for quality

Next Steps: Board approval for hiring Board approval for hiring Board help w / donor identification Board help w / donor identification Strategic marketing workshop Strategic marketing workshop Integration of fundraising w / larger strategic plan Integration of fundraising w / larger strategic plan

Working With to Advance The Kosovo American Education Fund