Fund Raising: Lessons Learned Richard L. Schwab University of Connecticut
Know Where You are Going 1. Strategic Plan for School/College Vision Benchmarks – actions & target completion dates Reallocation and focus Tied to university Fund raising plan Tied to strategic plan Bold but doable
Sell where you are going How do you communicate your vision Fund raising plan PR plan for college/school 2 minute drill
It takes a village (inside) Support from faculty and students Support from above: President, Provost, Foundation President Development officer(s) Support staff behind them Researcher, connector, reminder Hiring and Holding accountable
It takes a community (outside) Alumni- Friend raising Advisory/Development Boards Peers- CADREI Politico’s
It takes trust Donor relations First gift not the last- Personal touch PR demonstrating impact of funding Receiver communication Managing internal competition Tchotchke
It takes a Focus on the Future- Giving options Deferred gifts Recurring annual commitment Endowed gift 5-year plan Adding to existing endowed gifts, “challenge” gifts Special projects and one-time asks
Lesson from your case study Reflect on how you or someone close to you obtained a major gift (s) ? What can you add to this list ? Questions you have for fund raising