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

2. 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

3. BASICS OF DEVELOPMENT Terms Prospect Grant Stewardship Endowment CRM
Prospect base

4. 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

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

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

7. ENDOWED CENTERS
Benefits
Drawbacks
How is this different than grants?

8. 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?

9. 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

10. 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: | M:
SUPPORTUW.ORG/GIFT-PLANNING
Lynette Green
Associate Vice President for College Advancement
St. Norbert College
100 Grant Street
De Pere, WI 54115