MU . . . In Your Community University of Missouri Extension - PowerPoint PPT Presentation

MU . . . In Your Community University of Missouri Extension Resource Development in Extension

Funding Sources FY04 (Figures are in millions.) Sales & Services Federal Funding $4.7 $10 Grants & Contracts $21.0 State $25.9 Appropriation $17.2 $9.8 Continuing Education Fees County Council Funds Resource Development in Extension

Fund-raising History Endowment & Gifts Program -1984 � $10 million goal � Local task forces accountable to extension councils � Annual giving campaign for faculty/staff Resource Development in Extension

Endowment & Gifts � Since 1984, 2,000 donors � 20 current faculty, staff � Current value: $2.03 million Resource Development in Extension

Successful County Campaigns � Henry County – youth education position ($100,000) � Grundy County – professional position support ($60,000) � Pettis County – general operating ($80,000) Resource Development in Extension

4-H Foundation � 501(C)3 � $3.75 million in assets � $1 million annually supports 4-H programs � 30-member board of trustees Resource Development in Extension

Resource Development Work Group � Appointed February 2004 � MU Development � Extension administration � Regional specialists � 4-H Foundation � Input from local council members Resource Development in Extension

Committee Members Julie Middleton Tom Henderson Al Black Linda L’Hote Callie Glascock Sandy Stegall Wendy Harrington Darcy Wells Don Henderson Resource Development in Extension

Process Undertaken � Build on previous planning efforts � Build a common philosophical and knowledge base � Understand and learn � Become familiar with current structures and processes Resource Development in Extension

Guiding Principles � Align with the University of Missouri development program � Allow for unique characteristics of Extension � Support and enhance state and local program priorities Resource Development in Extension

Guiding Principles � Build on trust � Recognize donors and volunteers � Provide donors with multiple gift opportunities Resource Development in Extension

Guiding Principles � Be a collaborative effort � Focus on a local approach Resource Development in Extension

Guiding Principles � Fulfill fiscal and stewardship responsibilities � Honor donors’ wishes � Support faculty, staff, volunteers and councils Resource Development in Extension

Policies & Procedures � Purpose � Organization � Responsibilities � Use of Funds Resource Development in Extension

Policies & Procedures � Administration of Funds � Benefits for Local County Offices � Campus Operations Resource Development in Extension

Purpose � To provide opportunity for long-term sustained giving � Complements and support local one- time annual or recurring fund raising activities Resource Development in Extension

Organization � Collaborative Effort � MU Development office � Missouri 4-H Foundation � University of Missouri Extension State Council � County Extension Councils � MU Academic Units Resource Development in Extension

Responsibility � Extension councils � All staff � Coordination Resource Development in Extension

Use of Funds � 100% donors wishes � For program priorities established by extension councils and units Resource Development in Extension

Administration & Management of Funds � Investment and Banking Office � Local extension council � Department Resource Development in Extension

Benefit to Local County Office � Provides local � Fund investment opportunities for � Tax receipts donations � Send thank you � Technical notes assistance & � Donor recognition training � Gift reports by � Fund agreement county/fund/donor � Tracking of funds Resource Development in Extension

Campaign Operations & Support � Led by Council & Volunteers � Supported by MU Development Infrastructure � MU Development Officers � Advance database Resource Development in Extension

Gift Opportunities � Real estate, � Cash tangible � Pledges personal � Securities property and in- � Endowments kind gifts � Planned gifts Resource Development in Extension

Online Gift Opportunities � https://donatetomu .missouri.edu/grad s_type.cfm Resource Development in Extension

Donor Recognition � Jefferson Club � Dual membership in campus clubs � Local recognition Resource Development in Extension

Roles & Responsibilities � Vice Provost and Director of Extension � Overall responsibility � Approve fund-raising � Solicitation calls � Emcee fund-raising events � Recognize all who contribute Resource Development in Extension

Roles & Responsibilities � Director of Organizational Development � Collaborate with Director of Development � Convene statewide citizens development council (external) � Convene Resource Development Leadership Team (internal) Resource Development in Extension

Roles & Responsibilities � Director of Organizational Development (continued) � Collaborate with University of Missouri Extension State Council � Cultivate relationships Resource Development in Extension

Roles & Responsibilities � Director of Development � Liaison to MU development office � Oversees and implements the extension development program � Develop & maintain donor database for giving � Approach potential major donors and community leaders Resource Development in Extension

Roles & Responsibilities � Director of Development (continued) � Collaborate with councils, other development offices, faculty and staff � Serve as ex-officio member of the Statewide Citizens Development Counsel � Serve as Ex-officio member of the Resource Development Leadership Team Resource Development in Extension

Roles & Responsibilities � Regional Directors � Lead program needs assessment � Coordinate program development � Prioritize programs � Coordinate campaigns � Resource for local campaigns Resource Development in Extension

Roles & Responsibilities � Regional Directors (continued) � Ensure management of funds � Participate in solicitation calls � Support marketing � Supervise faculty & staff in local campaigns � Feedback to donors on outcomes Resource Development in Extension

Roles & Responsibilities � Program Directors � Facilitate program needs assessment � Establish statewide priorities � Provide information, outcomes, case statements Resource Development in Extension

Roles & Responsibilities � Program Directors (continued) � Participate in fundraising activities � Coordinate efforts with Director of Organizational Development & Director of Development Resource Development in Extension

Roles & Responsibilities � Regional Faculty & Staff � Maintain excellent programs � Understand development program, giving options & benefits � Identify potential donors Resource Development in Extension

Roles & Responsibilities � Regional Faculty & Staff (continued) � Market programs � Guide potential donors to proper access points � Inform Program Director and Director of Development of potential donors Resource Development in Extension

Roles & Responsibilities � Campus Faculty & Staff � Understand development program, giving options and benefits � Identify potential donors � Market programs � Provide information, outcomes, case statements Resource Development in Extension

Roles & Responsibilities � Campus Faculty & Staff (continued) � Guide potential donors to proper access points � Support efforts of the program directors � Inform the Program Director and the Director of Development of potential donors Resource Development in Extension

Roles & Responsibilities � County Program Director or Designee � Coordinate regional efforts with MU Extension administration and councils � Work directly with council members on local campaign Resource Development in Extension

Roles & Responsibilities � University of Missouri Extension State Council � Gain knowledge of the Extension Development Program Plan � Provide input into the Extension Development Program Plan Resource Development in Extension

Roles & Responsibilities � University of Missouri Extension State Council (continued) � Collaborate with: • Director of Cooperative Extension • Council Leadership Development Committee • Director of Field Operations • Council Coordinator for Membership & Marketing • Director of Organizational Development • Extension Director of Development Resource Development in Extension

Roles & Responsibilities � University of Missouri Extension State Council (continued) � Communicate the plan & motivate others to participate in the development program � Support and encourage statewide development efforts Resource Development in Extension

Roles & Responsibilities � Statewide Citizens Development Council � Advise on policy � Provide visibility � Identify donors � Host events � Leadership giving � Solicit donations � Encourage partners Resource Development in Extension