1. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative MGI: Lessons Learned 22 March 2007

2. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Today’s Discussion What we anticipated What we designed in response What we have observed Our goals What you have accomplished Lessons Learned

3. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative What We Anticipated Potential for major giving growth is not a new idea Success has been demonstrated, but not widely replicated In order to achieve success there are obstacles to overcome The General Manager “job description” Station Boards’ commitment, training and experience Development staffs skill set and perspective Short term focus Few effective support mechanisms Articulating and supporting the major giving message

4. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative 2 Key Assumptions There is a need for both strategic support (how to organize for change, how to institutionalize a mission-based giving strategy) as well as tactical support (we lack some of the basic nuts and bolts skills of major gift fundraising). This is a long term process. Both stations who commit to this strategy and those who advance it as desirable must recognize that it involves a multi-year commitment of attention and resources.

5. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative MGI Activity to Date The largest undertaking of its kind in the history of public broadcasting 117 Stations Fifteen Team Leadership Meetings Six Part Curriculum 20 Web Lectures 355 Cohort calls Implementation Consulting 1500+ days to date Video Materials Prospect Research Board Effectiveness Project Website http://majorgiving.cpb.org

6. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Our Goals Revenue Increase net revenue from major gifts Increase major giving as a percentage of total gifts from individuals Increase median gift size among major donors Increase major giving rate of growth

7. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Our Goals Outcomes for all Stakeholders General Managers Board Members Development Team Station Staff Donors Community

8. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative What We Have Observed Creating a Culture of Philanthropy Consistency of Messaging Internal Communications Rewards structure that does not encourage internal collaboration Getting back to “Zero” Strategy is Execution Time and Resources

9. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative New Opportunities Our Boards (or more properly our Board Members) What happens when you begin the mission conversation Allowing the fundraising to match the mission or servants’ entrance to community involvement

10. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative What you Accomplished

11. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative

12. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative

13. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative

14. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative $10,000+ Donors Round 1 Stations

15. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative MGI Accomplishments And it’s more than just the money Mission, Vision, Values & Case Development New Board/Volunteer Involvement Revitalized (or newly created) Development Committees Staff restructuring: Staff buy-in Formalized prospect identification, cultivation and stewardship programs

16. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative 5 Lessons…and some good examples

17. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Just Do It …and measure it Plan-it MGI Systems liberate Persistence and patience pay off

18. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative It Takes a Vision Visions take time …and they come in pieces

19. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Leadership is the key Keeping Hope alive People make the difference Teamwork Makes it Happen Sometimes its structural

20. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Creating a culture of philanthropy Reach vs Impact The dialogue…not the monologue The Infinity Loop

21. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative What Comes Next Accountability Professionalism Restricted Fundraising Planned Giving New roles for Boards and General Managers

22. funded by the Corporation for Public Broadcasting Public Television Major Giving Initiative Questions? raltman@majorgiving.cpb.org rryan@majorgiving.cpb.org dturner@majorgiving.cpb.org http://majorgiving.cpb.org