aasp presentation-2
TRANSCRIPT
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Stewardship Prerequisites:The George Technique
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Mark LongoDeputy Director, Strategic Development Services
Georgetown University
…BUT FIRST, A SHOUT OUT TO
• Kirsten Rasmussen Assistant Vice President for Development, StewardshipThe George Washington [email protected]
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
This is not George!
Systematic vs. Ad hoc
Stewardship
“Just cause you got the monkey off your back doesn’t mean the circus has left
town.” - George Carlin, comedian
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Growing Partnerships
• Within Advancement
• With the Academic Community/Programmatic Staff
• With your Finance Department
• With your Legal Office
• Unique Partnerships (Financial Aid, Doctors, etc.)
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“Be courteous to all, but intimate with few, and
let those few be well tried before you give them your confidence.”
- George Washington, first President of the United States
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Effective Communications
• Transparency/Accountability/Access
• Ensuring Understanding/Managing Expectations
–Project Briefs–Agendas–Conference Reports
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“A dictatorshipwould be a heck
of a lot easier,there’s no
question about it.”
- George W. Bush,
43rd President of theUnited States
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Effective Communications (cont’d)
• Feedback: 360 reviews from donors and colleagues
• Donor-centric communications
• Online/Social Media
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“The single biggest problemIn communication is the Illusion that it has taken
Place.”
- George Bernard Shaw,
playwright
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“The Costanza Principle”
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
"You see, right now I have Relationship George. But there is also Independent George...Movie George, Coffee Shop George, Liar
George, Bawdy George...If Relationship George walks through this door, he will kill Independent
George. A George divided against itself
cannot stand!"
- George Costanza (actor Jason Alexander) in the “Pool Guy” of
Seinfeld (Season 7, Episode 8, 1995)
Operational Policies• Policies necessary to ensure effective donor stewardship:
– Advancement Policies• Gift Acceptance Policy• Naming Policy• Gift Recording Policy
– Financial Policies• Spending Compliance• Investment Management Policies• Policy on underwater endowments
– Stewardship/Communications Policies• Acknowledgement/Correspondence Policy• Publicity Guidelines• Branding/Style Guidelines
– Other Policies
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Readiness Assessment
“I would rather have a good plan
today than a perfect plan two
weeks from now.”
- George S. Patton, Jr., United States
Army General
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
George S. Patton as portrayed by George C. Scott
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Gift Documentation
• Documentation of Donor Intent
• Types of Documentation
– Pledge Agreements– Donor Agreements/MOU’s– Gifts-in-kind
• Compliance with Organizational Policies
• Legal Considerations
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“The nicest thing is to open the newspapers and not to find yourself
in them.”
- George Harrison, musician
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Educating Staff
• Reporting Standards
• Acceptable (Legal) preferences
• Policies
• Procedures
• Other
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“Education is the key to unlock the
golden door of freedom.”
- George Washington Carver,
educator
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Helpful Resources
• CASE.org
• SupportingAdvancement.com
• ADRP.net
• FundSvcs.org
• Other Resources
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“The ONLY failure is not to try.”
- THE George Clooney, enough said
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Thank you!
Mark LongoDeputy Director, Strategic Development Services
Georgetown [email protected]