1. Are You Being Helped?
Working With a Fundraising Consultant CAIS Presentation by Idyllwild Arts Academy – January 27, Pamela Jordan, President and Head of School Palencia Turner, Chief Development Officer

2. Idyllwild Arts Academy
At a Glance
Located in Idyllwild, California
6,000 feet above Palm Springs - San Jacinto Mountains
2 hours from Los Angeles and San Diego
Approximately 4,000 residents in Idyllwild
Summer Program founded in 1946 / Arts Academy founded in 1986
Approximately $19.5MM Operating Budget

3. Idyllwild Arts Academy
At a Glance
Australia
Azerbaijan
Brazil
Bulgaria
Canada
Cayman Islands
China
Colombia
Denmark
Russia
South Africa
Sweden
Taiwan
Thailand
Turkey
Ukraine
United States
Vietnam
Zambia
Finland
Hong Kong
India
Japan
Korea
Malaysia
Mexico
Mozambique
New Zealand
Nigeria
Idyllwild Arts Academy
268 Boarders / 42 Day Students
32 Countries
grades 9 ‒ 12

4. Idyllwild Arts Academy
At a Glance
~College-Preparatory Academic Curriculum
~Pre-Professional training in the Arts
Creative Writing
Dance
Film & Digital Media
InterArts/Fashion Design
Music
Theater
Visual Arts

5. The Environment Historical fundraising challenges
Recently completed capital campaign
Received a “capacity building” grant to hire a consultant
Search for a new Chief Development Officer
Mistrust from past experiences
Pam
Different ideas about fundraising
Fatigue

6. The Scope of the Grant $40,000 / 9 months
Major Gifts Plan and Planned Giving Program
Pam

7. Choosing and Getting the Most out of the Consultant
Matching the expertise of the Consultant with the Scope of Work
Working collaboratively with the Consultant to ensure intended deliverables
Creating the work/plan together
Building capacity comprehensively
Utilizing the plan
Palencia

8. New Chief Development Officer - Palencia’s Perspective
Create a sustainable foundation for
Development
Build Departmental Capacity
Evaluate staff and programs
Audit Department Structure
Integrate findings into Operating Plans
Palencia

9. Choosing and Getting the Most out of the Consultant
FINDING EXPERTS IN THE FIELD (Splitting the job)
Expertise and Organizational Knowledge
Working collaboratively with the Consultant
1- to 2-hour weekly sessions
Group meetings
Individual meetings (with and without CDO)
‒ Coaching
Reciprocal Learning
‒ Consultant learning about the organization
‒ Staff learning from expertise of the consultant
Palencia

10. MAJOR GIFTS & PLANNED GIVING
Focusing on Results
MAJOR GIFTS & PLANNED GIVING
Comprehensive plans for each program
Metrics to track progress
Staffing recommendations
Integration into individual operating plans

11. Focusing on Results
Used consultant findings and staffing recommendations to
propose Development expansion and restructure
Secured a 3-year gift to fund the expansion
Talk about how we used the consultant findings to make a compelling case to a donor to fund the expansion

12. Restructure Relocated Major Gifts Officer to Los Angeles
- Closer to donors
Created dedicated position for Annual Giving
- Pipeline for Major Gifts and Planned Giving
- Freed up staff to focus on Planned Giving
Added Foundation Relations Manager
Hired Development Associate to assist CDO

13. Q & A

14. Development Team in 2015 7 full-time employees Los Angeles Idyllwild
Chief Development Officer
Los Angeles
Director of Development
Idyllwild
Development Services Coordinator
Director of Development
Idyllwild
Development Services Coordinator
Grants Manager
Manager, Major Gifts
Director, Special Events
Manager, Parent & Alumni Relations
Grants Manager
Idyllwild
Manager, Major Gifts
Idyllwild
Director, Special Events
Idyllwild
Manager, Parent & Alumni Relations
Idyllwild
Pam – Set the stage. Why did I apply for the grant?

15. Development Team in 2018 9 full-time employees, 1 part-time employee
Palencia Turner
Chief Development Officer
Los Angeles
Norman Dixon
Development Associate
Ian Schoenleber
Director of Development
Idyllwild
Merria Iaccino
Annual Giving Manager
Ashley Rizzo Moss
Special Events Manager
Darren Schilling
Alumni Relations Manager
Andrew Kaiser
Foundation Relations Manager
Antonia Glenn
Foundation Relations Consultant PART-TIME
San Francisco
Susan Addleman
Major Gifts Officer
Kim Mueller
Development Services Coordinator

16. Results

18. The Key To Success The Operating Plan
Palencia

19. Operating Plan

20. Operating Plan I. Principal Objectives
II Key Accomplishments (from Previous Year)
III Quantitative Goals
IV Qualitative Goals
V Prospect List
VI Quarterly Action Items
VII. Budget

21. Operating Plan Donor Name Target Amount Probable Amount
 TOP PROSPECT LIST
Donor Name
Target Amount
Probable Amount
Area of Interest
Date of Solicitation

22. Q & A

23. Are You Being Helped?
Working With a Fundraising Consultant CAIS Presentation by Idyllwild Arts Academy – January 27, THANK YOU FOR ATTENDING Pamela Jordan, President and Head of School Palencia Turner, Chief Development Officer