1. Relationship between annual fund & major gifts
Cafc 2014, J. Zachary bailes, Director of Philanthropy, barton college

2. Communication
Collaboration
Cultivation

3. Who’s in the room? Name Institution and Position
What are you wanting to learn?

4. What kind of relationship?

5. symbiosis
the living together of two dissimilar organisms, as in mutualism, commensalism, or parasitism.

6. “Underdogs” by Sebastian Magnani
a relationship between two species of organisms in which both benefit from the association.
mutualism

7. commensalism
a type of relationship between two species of a plant, animal, fungus, etc., in which one lives with, on, or in another without damage to either.

8. parasitism
non-mutual symbiotic relationship between species, where one species, the parasite, benefits at the expense of the other, the host.

9. Which relationship describes your office?
commensalism
parasitism
mutualism

10. From commensalism to mutualism

11. Magnitude of impact upon students
What’s shared?
Same Goals, Different Means
relationships
Magnitude of impact upon students
Increase $$
Increase donors
Donor purpose
Increase impact

12. Communication
how do we view communication?
Threat?
Opportunity?

13. communication Information sharing Transparency Accountability
System of communication
Weekly Reports
Results
Outcome focused
What do you want to achieve and how will you achieve it?

14. collaboration

15. two or more people
working together

16. collaboration looks different
what’s your context?

17. big shop
established
small shop
resources
young
leadership structure

18. Discover Impact Donors Small shop collaboration
communication
Increase Annual Fund %
Discover Impact Donors
Small shop
collaboration
Relationally focused annual fund
Annual fund focused gift proposal
cultivation
Grow annual fund and impact gifts

20. the planting, tending, improving, or harvesting of crops or plants;
the preparation of ground to promote their growth
cultivation

21. Communication
Develop strategy
Isolate growth locations
Discover donors
Collaboration
Problem Solving
Mutually Beneficial Skills
Cultivation
Sow seeds for future growth
Major Gift Experience for Annual Fund
Annual Fund Strategy for Major Gifts (Calendar)

22. From commensalism to mutualism
parasitism
mutualism

23. Increased Alumni Giving 5% YTD Increased Unrestricted Giving 7% YTD
Increased Alumni Participation 5% YTD
Weekly Development Reports
Bi-Weekly Departmental Meetings
Major Gift Team Strategy

24. Creating a Major Gift Experience Multiple & Diverse Interactions
Year-Long Talking Points
Refining the Art of the Ask
Bob and Bill Effect

25. How can our Annual Fund not only serve as a pipeline, but also serve
as a tool of innovation?

28. Questions and Comments
What’s happening at your institution?
Ways to improve the reciprocal
Relationship between
Major Gifts and Annual Gifts?