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

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5/4/2017 1 The Power of Partnership

Associa iatio ion Foundatio ion Group Conference Thursday, , 11 May y 2017 Karen Galu luchie ie Executive Director, IEEE Foundation Daphne Halpern, , FAHP, , CFRE Senior Director, CCS

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The Power of Partnership: Best Practices for Building a Strong Association-Foundation Alliance to Achieve Fundraising Success

• 1. Apply best practices that build strong Association-Foundation partnerships.
• 2. Understand how shifts in strategy and key leader engagement can move both

association and foundation towards achieving new goals.

• 3. Identify and act on specific priorities needed to shape campaign activity and

drive campaign progress.

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With roots dating back to 1884, IEEE is the world’s largest technical professional organization dedicated to advancing technology for the benefit of humanity. IEEE’s size, scale and access to decision-makers in government, academia and industry enables it to play a unique and important role in driving innovation, work-force development, and global problem solving through the application of engineering. Consider the facts:

• 421,000 members worldwide including captains of

industry, entrepreneurs, and the best academic minds in engineering today. When corporations want 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. 421,000 IEEE MEMBERS IN MORE THAN 160 COUNTRIES ENGAGE TECHNOLOGY TO ILLUMINATE, EDUCATE, AND ENERGIZE THE WORLD.

IEEE – IEEE Foundation Relationship

– Bo

Both h are 501(c)3: C3 C3C3 C3

– IEEE does not cont

ntrol the IEEE Found ndation

– IEEE Found

ndation n provide de 3 Co Core Services to IEEE:

• Inspire

res Chari ritable Investment

• Manages Do

Donations

• Invests in IEEE Progra

rams

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5/4/2017 2

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Timeline to CHANGE

2012

• Goal

Determined: Build Culture of Philanthropy

• Commissioned

Philanthropic Capability Assessment 2016 2015 2014 2013 2017

• Results of

assessment prompts new Foundation Vision and Mission

• Investment

framework based

• n Best Practices
• Focused bold

Investment Plan for four key IEEE programs

• Reinvented

Grants Program with grassroots focus

• Designed and

Launched Comprehensive Campaign

• Specific focus
• n growing

donor base and gift levels

• Began movement

to Envisioned Future with new staff and specific goals

• Approved planning

for Comprehensive Campaign

• In Campaign

mode with $10.7M raised to date to $30M Goal.

• Engaged with

top prospects through new cultivation activities  Have a vision  Get your facts and data in order  Outline

ne your path, h, gain n buy-in n (Found ndation n and d Association) n) to your path

 De

Define your processes to check status us along ng the way.

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Strategic Plans = Foundation Realignment

 De

Define the core compe petenc ncies neede ded d on the Bo Board

 Encour

urage the nomina nating ng committee to expand nd its think nking ng on wh who to recrui uit and d ultimately create job descriptions

 Bu

Build d a cultur ure of philanthr hropy and d push h for 100% giving ng by association n leade dershi hip p and the volun unteer group ups that lead d the programs suppo ported d throug ugh h philanthr hropy

 Assess the forma

mat of the meeting ngs and d focus us it to dedicate time to fundr draising ng and d discus ussion

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Volunteers on the Move – Reengaged, Reinvigorated

 De

Define the staff structur ure neede ded to to accompl plish strategic obje jectives

 Incl

nclud ude all all the he elements of

• f a hi

highl hly impactful ul fun undr draising ng

• rgani

nization from commun unications ns to to ann nnual, major jor, pl plann nned giving ng to to dono nor relations ns to to databa base mana nagement nt

 Obtain resour

urces to to add staff as as neede ded

 De

Define territor

• ries for major

jor gift officers

 Set specific goals  Remembe

mber to to make Founda ndation

• n / Assoc
• ciation
• n relations

ns a prior

• rity

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New Paths for Staff

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Campaign – Path to Success

Realization that our path h success is a Ca Campa paign Goals for the Campaign - broader than the $30M by 2020.

• Imbue both the Foundation and the

Association with the Culture of Philanthropy

• Raise awareness of the Foundation in various

program areas and through program initiatives in IEEE

• Expand our annual giving donor base
• Alter our major gifts trajectory
• Grow Planned Giving

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Launching A Campaign Why would you choose counsel?

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• Help ensure accepted recommendations are initiated
• Assist with the interviewing, hiring, and onboarding of

any new fundraising personnel

• Establish best practices and ensure recommended

systems are put into place

• Help train existing fundraising staff in any specific areas
• f need
• Launch, direct, and drive the fundraising campaign
• Establish and maintain the Campaign office and

resource center

• Provide daily emphasis on the development of key

initiatives:

• Case for Support
• Major Gifts
• Annual Community Appeals
• Planned Giving
• Prospect Research and Identification
• Participate in the cultivation,

briefing, and solicitation of major gifts

• Monitor, measure, and manage

initial efforts and adjust where necessary

• Provide objective philanthropic

information and training sessions at the board level

• Continually evaluate progress

and regularly report to board and senior leadership

• Transition established and

successful programs to leaders for future management

CAMPAIGN Best Practices ILLUMINATED:

Elements ts to Emula ulate Impa pact t Campaign drives impact, both by anticipation in the cultivation, briefing and ask stages, as well as through impact

• nce Campaign

funded work completed.

1.

Org rganizati tion Campaign

• rganization

straddles IEEE and IEEE Foundation leadership to blend a universal message.

2.

Volunteer Engagement Volunteers remain the backbone of this effort, guided by trained and initiative-savvy staff.

3.

Case for

• r Sup

uppor

• rt

t Agreement Once determined and approved, Priority Initiatives become the backbone of the Campaign efforts, unifying messaging from the IEEE and IEEE Foundation.

4.

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Ca Campa paign Int nterna nal Steps ps

 Rating Prospects & Prospect Tracker  Gift Acceptance Guidelines & Gift Acceptance letter  Case Statement  Inventory of Gift Opportunities  Sense of Urgency – Cultivation Events  Defining Donor Recognition

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REALIZING THE FULL POTENTIAL OF IEEE

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TRACK ACKER EXAM AMPLE

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Prosp spect Solicitation Team Status IEEE Member IEEE Donor Target Gift Amount Indication GIFT T AMOUNT Company City State Country Gift Focus| s| Notes

Smith, John NKM, Pool A Y Y $50,000 $50,000 $50,000 Acme Boise ID USA PES+ Scholarships Falco, Shane KG B Y N $25,000 TBD Falco Industries Taos NM USA ISV Jones, Wanda SR C N Y $75,000 TBD Computer Elite London UK invite to GLS

REALIZING THE FULL POTENTIAL OF IEEE

DONOR NAME: For use in ASK

IEEE Smart Village

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$50,000: support of ongoing installation Expansion of an existing program partner’s hardware allowing greater reach in the community. For Example, doubling the solar panel, battery and inverter equipment adding an additional 100 to 250 metered customers transforming the lives of as many as 2,000. Another Example, fund 20 global partners via IEEE Smart Village Scholarship, participation in the Regis University – IEEE Global Classroom, Development Practice Certificate Program. Gifts at this level will receive:

• 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

Externa nal Steps

 Communication with and Training of Board  Recruitment of Campaign Cabinet  Continuous Alignment of Foundation to Association key  Plan for your public phase – could take many different forms

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REALIZING THE FULL POTENTIAL OF IEEE

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Campaign Activity

Activity PriorityInitiative Focus 17 Asks Pending = $2.55M

5 = ISV 2 = PES S+ 2 = IEEE USA MOVE 2 = Awards 2 = Presidents’ Council (unres) 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

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5/4/2017 5 Thank You

Questio ions and Comments

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Information about AFG | CCS Benchmarking survey here