advancement update erin sargeant greenwood interim vice-president, advancement presented to senate...

ADVANCEMENT UPDATE

Erin Sargeant GreenwoodInterim Vice-President, Advancement

Presented to Senate June 15, 2015

TRANSITION UPDATE

• Advancement Operations

• Integrated Strategy & Planning

• Fundraising Priority Setting & Case Development

TURNING INTENTION INTO ACTION

Resource Planning

Prospect Base

Evaluation

Case for Support &

Communications Strategy

Identification of Priorities

&Internal

Consultation

FUNDRAISING PRIORITY SETTING

Vision

Strategy

Priorities

Tactics

University Vision & GoalsA Distinguished Past – A Distinctive Future

Faculty & Unit Strategic Plans (i.e. Academic, International, Co-Op, Research, University

Relations, Advancement Strategic Framework)

Campaign Preparation & Case for Support Development

Fundraising Priority Setting (University-Wide, Academic Units, Administrative Units)

WHY SET FUNDRAISING PRIORITIES

• Defines the “Case for Support” – focus on outcomes not needs

• Aligns fundraising efforts and resources with priorities

• Ensures that UW faculty & staff can articulate priorities to potential financial supporters

• Helps identify prospective sources of private sector support

• Contributes to a stronger culture of philanthropy in each unit – and across the university

• Maximizes Waterloo’s philanthropic success

KEY ELEMENTS

• Fair and Equitable

• Alignment with strategic plan(s) – university-wide, unit specific

• Multi-year focus, annual review

• Not prohibitive in terms of amount of work for staff and faculty

• Manages expectations

• Results in a list of fundraising priorities that is the appropriate size and scope for case development – would be categorized and bundled as needed

Inputs to Fundraising Priority Setting

DECISION MAKING

• Submission and prioritization within the Faculty or Unit, authorized by Dean or Vice-President, with committee structure within the Faculty or Unit

• Provost and Vice-President, Advancement are aware of all projects and order of prioritization for proactive fundraising efforts

• All projects of $5 million+ are reviewed by the Provost for approval, and rated for proactive or reactive fundraising strategy

END RESULT

Activated in response to donor inquiry