The Power of Partnership to Achieve Fundraising Success Associa - PDF document

5/4/2017 The Power of Partnership: Best Practices for Building a Strong Association-Foundation Alliance The Power of Partnership to Achieve Fundraising Success Associa iatio ion Foundatio ion Group Conference Thursday, , 11 May y 2017 1. Apply best practices that build strong Association-Foundation partnerships. 2. Understand how shifts in strategy and key leader engagement can move both Karen Galu luchie ie association and foundation towards achieving new goals. Executive Director, IEEE Foundation 3. Identify and act on specific priorities needed to shape campaign activity and Daphne Halpern, , FAHP, , CFRE Senior Director, CCS drive campaign progress. 1 2 IEEE – IEEE Foundation Relationship With roots dating back to 1884, IEEE is the world’s – Bo Both h are 501(c)3: C3 C3C3 C3 largest technical professional organization dedicated to advancing technology for the benefit of humanity. IEEE’s size, scale and access to decision -makers in – IEEE does not cont ntrol the IEEE Found ndation government, academia and industry enables it to play a unique and important role in driving innovation, – IEEE Found ndation n provide de 3 Co Core Services to IEEE: work-force development, and global problem solving 421,000 IEEE MEMBERS IN MORE THAN 160 through the application of engineering. • Inspire res Chari ritable Investment COUNTRIES ENGAGE TECHNOLOGY TO Consider the facts: ILLUMINATE, EDUCATE, AND ENERGIZE • Manages Do Donations THE WORLD. • 421,000 members worldwide including captains of industry, entrepreneurs, and the best academic minds in engineering today. When corporations want • Invests in IEEE Progra rams to expand their workforce, solve problems, challenge their thinking, they often turn to IEEE for advice and assistance. • IEEE operates in 160 countries. It has extensive networks in G7 and G20 countries and is growing even larger in places like China, India, and Nigeria. 3 4 1

5/4/2017 • • • Goal Focused bold Designed and Determined: Investment Plan Launched Build Culture of for four key IEEE Comprehensive Strategic Plans = Foundation Realignment Philanthropy programs Campaign • • • Commissioned Reinvented Specific focus  Have a vision Philanthropic Grants Program on growing Capability with grassroots donor base and  Get your facts and data in order Assessment focus gift levels 2012 2014 2016  Outline ne your path, h, gain n buy-in n (Found ndation n and d Association) n) Timeline to your path to CHANGE  De Define your processes to check status us along ng the way. 2013 2015 2017 • Results of • • Began movement In Campaign assessment to Envisioned mode with prompts new Future with new $10.7M raised Foundation Vision staff and specific to date to $30M and Mission goals Goal. • • • Investment Approved planning Engaged with framework based for Comprehensive top prospects on Best Practices Campaign through new cultivation activities 5 6 Volunteers on the Move – Reengaged, Reinvigorated New Paths for Staff  De Define the core compe petenc ncies neede ded d on the Bo Board  De Define the staff structur ure neede ded to to accompl plish strategic obje jectives  Encour urage the nomina nating ng committee to expand nd its think nking ng on  Incl nclud ude all all the he elements of of a hi highl hly impactful ul fun undr draising ng who to recrui wh uit and d ultimately create job descriptions organi nization from commun unications ns to to ann nnual, major jor, pl plann nned  Bu Build d a cultur ure of philanthr hropy and d push h for 100% giving ng by giving ng to to dono nor relations ns to to databa base mana nagement nt association n leade dershi hip p and the volun unteer group ups that lead d the  Obtain resour urces to to add staff as as neede ded programs suppo ported d throug ugh h philanthr hropy  De Define territor ories for major jor gift officers  Assess the forma mat of the meeting ngs and d focus us it to dedicate time to fundr draising ng and d discus ussion  Set specific goals  Remembe mber to to make Founda ndation on / Assoc ociation on relations ns a prior ority 7 8 2

5/4/2017 Launching A Campaign Campaign – Path to Success Why would you choose counsel? Realization that our path h success is a Ca Campa paign • • Help ensure accepted recommendations are initiated Participate in the cultivation, Goals for the Campaign - broader than the briefing, and solicitation of major • Assist with the interviewing, hiring, and onboarding of gifts $30M by 2020. any new fundraising personnel • Monitor, measure, and manage • Establish best practices and ensure recommended • Imbue both the Foundation and the initial efforts and adjust where systems are put into place necessary Association with the Culture of Philanthropy • Help train existing fundraising staff in any specific areas • Provide objective philanthropic Raise awareness of the Foundation in various • of need information and training sessions program areas and through program • Launch, direct, and drive the fundraising campaign at the board level initiatives in IEEE • • Establish and maintain the Campaign office and Continually evaluate progress resource center and regularly report to board and • Expand our annual giving donor base senior leadership • Provide daily emphasis on the development of key • Alter our major gifts trajectory initiatives: Transition established and • • Case for Support successful programs to leaders • Grow Planned Giving • Major Gifts for future management • Annual Community Appeals • Planned Giving • Prospect Research and Identification 9 10 CAMPAIGN Best Practices ILLUMINATED: REALIZING THE FULL POTENTIAL OF IEEE Elements ts to Emula ulate Campa Ca paign Int nterna nal Steps ps 1. 2. 3. 4.  Rating Prospects & Prospect Tracker  Gift Acceptance Guidelines & Gift Acceptance letter Case for or Sup uppor ort t Org rganizati tion Volunteer Impa pact t Agreement Engagement Campaign Campaign drives  Case Statement Once determined organization Volunteers impact, both by  Inventory of Gift Opportunities and approved, straddles IEEE remain the anticipation in Priority Initiatives and IEEE backbone of this the cultivation,  Sense of Urgency – Cultivation Events become the Foundation effort, guided by briefing and ask  Defining Donor Recognition backbone of the leadership to trained and stages, as well as Campaign efforts, blend a universal initiative-savvy through impact unifying message. staff. once Campaign messaging from funded work the IEEE and IEEE completed. Foundation. 11 12 3

5/4/2017 DONOR NAME: For use in ASK REALIZING THE FULL POTENTIAL OF IEEE IEEE Smart Village $50,000: support of ongoing installation Expansion of an existing program partner’s hardware allowing TRACK ACKER EXAM AMPLE greater reach in the community. Target For Example , doubling the solar panel, battery and inverter Solicitation IEEE IEEE GIFT T Gift Focus| s| Prosp spect Status Gift Indication Company City State Country Team Member Donor AMOUNT Notes equipment adding an additional 100 to 250 metered Amount customers transforming the lives of as many as 2,000. NKM, PES+ Smith, John A Y Y $50,000 $50,000 $50,000 Acme Boise ID USA Another Example, fund 20 global partners via IEEE Smart Pool Scholarships Village Scholarship, participation in the Regis University – Falco Falco, Shane KG B Y N $25,000 TBD Industries Taos NM USA ISV IEEE Global Classroom, Development Practice Certificate Program. Computer Jones, Wanda SR C N Y $75,000 TBD London UK invite to GLS Gifts at this level will receive: Elite • Signage at deployment site or name recognition associated to Global Classroom Participant Scholarships • Recognition in IEEE Smart Village, IEEE Foundation and PES print and electronic media, as well as special recognition at the annual IEEE Awards Ceremony • Company Matching Gifts are counted toward total gift pledge 13 14 Campaign Activity REALIZING THE FULL POTENTIAL OF IEEE Externa nal Steps Activity PriorityInitiative Focus  Communication with and Training of Board 17 Asks Pending = $2.55M 5 = ISV 2 = PES S+  Recruitment of Campaign Cabinet 2 = IEEE USA MOVE 2 = Awards  Continuous Alignment of Foundation to Association key 2 = Presidents’ Council ( unres)  Plan for your public phase – could take many different forms 1 = ISV, REACH, EPICS IN IEEE 1 = PES S+, EPICS IN IEEE 1 = HKN 1 = Unrestricted 11 Briefings Completed 6 = PES S+ 4 = ISV 1 = Unrestricted 6 Briefings Scheduled ISV, EPICS in IEEE, PES S+, REACH, HKN, Presidents’ Council Total in production: $3.2M 15 16 4

5/4/2017 Thank You Questio ions and Comments Information about AFG | CCS Benchmarking survey here 17 5