Mission-Driven Advancement, NCEA 2014

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Terry Fairholm's NCEA 2014 presentation - Mission-Driven Advancement.

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<ul><li> 1. MISSION-DRIVEN ADVANCEMENT TERRY FAIRHOLM APRIL 23, 2014 Creating the Future of Catholic Education </li></ul> <p> 2. Todays Presentation Introduction Trends in Catholic school advancement API Giving Model Maximizing Philanthropic Potential Mission Statements The 4 Sources of Revenue The Mission-Driven Approach to Advancement In Closing 3. Advancement Partners Univ. of Notre Dame Experience Catholic Specialize 4. Trends in Advancement Scope, sophistication and expectation of development has increased dramatically; no margin for error. More complex questions from prospects. Its taking longer to reach major gift financial goals. More solicitation calls are required; a deeper pyramid. Prospects are pledging more conservatively. 5. Trends in Advancement Challenging to sustain annual fund let alone increase. Alumni giving percentage decreasing nationally. Demand by constituency to terminate nickel &amp; diming. Transition from periodic capital campaign to Maximizing philanthropic potential on a yearly basis. Increased importance of comprehensive ask. 6. Annual Fund Auction Events API Philanthropic Giving Model Annual Giving This School Year Major G ift Program Short-Term Future 3-5 yrs. Planned G iving Long-Term Future Current O perating Budget Major Gifts for Capital Projects Estate G ifts, Insurance, Trusts, etc. EndowmentFacilities Endowment "O ther" Current Special Projects Technology 7. Our Approach: Step by Step A successful advancement initiative is the result of a series of steps taken one at a time, In the proper sequence, according to a plan and timeline. Leaders should be concerned with only one step. If that step is not executed properly, the next will be more difficult. If that step is executed properly, the next will be easier and more effective. 8. Leadership Mission Plan Personnel Budget D isciplined Implementation Maximizing Philanthropic Potential 9. Purpose, primary objective Mission and Vision Mission Vision Why do we exist? Where you want to be If we achieved all our strat. goals? Refers to the Future The 'What' and 'How' Refers to the Present Inspirational 10. Mission Statements Catholic High School Mission Statements: Bishop Watterson High School: Restore all things in Christ by educating in the Catholic tradition through prayer, service and study. Catholic Central High School recognizes parents to be the primary educators of their children and collaborates with them in helping their children to learn and grow in the Catholic faith.We provide a safe and challenging environment where mutual respect and high expectations are maintained through the active engagement of students in the learning process.The young men of Catholic Central learn holistically the ideals of the Basilian Fathers - goodness, discipline, and knowledge - so that they may become productive members of the Church and society. 11. Mission Statements San Joaquin Memorial is a Catholic, college preparatory high school dedicated to developing future citizens and leaders in Christs mission. We maintain a safe, nurturing environment that honors the dignity and fosters the potential of students from diverse backgrounds. In collaboration with parents, we promote a standard of excellence through academic and faith based programs designed to meet the needs of all students and provide extra-curricular opportunities that enrich the learning experience. Our mission calls us to inspire each student to be conscientious and compassionate leaders. We seek to graduate accomplished young men and women dedicated and equipped to serve humanity through a variety of professions. In the spirit of Catherine Spalding and the Sisters of Charity of Nazareth, Presentation Academy strives to create a diverse community that promotes academic excellence and challenges young women to develop their greatest potential as leaders in a global society. 12. Vision Catholic High School will be the school of choice for 450 students in greater County who are compelled by our demonstrated culture of excellence in academics, athletics, fine arts, and community service; and who wish to share in the richness of our Catholic mission and CHS traditions. With a renovated state-of-the-art campus situated in Pleasantville, CHS will continue to expand its programming partnerships with Pleasantvilles colleges and universities. CHS will create and implement a high level, honors academic program centering on the Catholic teaching of the dignity of the human person. This program will study this teaching from all subject areas and will include a community service component. This program will integrate critical thinking skills with the Catholic mission of the school. CHS will excel in delivering academic, spiritual, social, moral, and physical development, by delivering programmatic excellence at all levels. Our students will know their Catholic faith and choose to live the Gospel, collaborating with those they serve in responding to the broader needs of the community. As creative, critical thinkers, CHS graduates will be prepared to meet the demands of a changing world as mature, self-confident men and women of faith and values. 13. Inherent in the Mission That any student, regardless of race, color, religious belief, socioeconomic background/ financial circumstance, can attend. Tuition is less than the actual cost of educating a student (in most Catholic high schools, not all). Philanthropy, therefore, is a critical element of the success of Catholic education. 14. The Four Sources of Revenue 1. Tuition 2. Philanthropy 3. Earned Income 4. Debt 15. Mission-Driven Advancement Fundamentally grounded in the mission of the school. All solicitations, regardless of their purpose, are presented in the context of fulfilling the schools mission. Strategic rather than tactical. Proactive rather than reactive. Inclusive rather than exclusive. Centralized in the advancement office. 16. Mission-Driven Advancement For the Annual Fund: Present the mission statement Case: Highlight the gap (or special project) Multiple mailings Specific asks Personalization Segmentation Personal solicitation at the top of the annual fund pyramid 17. Mission-Driven Advancement For Major Gifts: Include the mission in the case statement Case: Emphasize the impact of the specific funding component on the fulfillment of the schools mission Engage major gift prospects via a comprehensive major gift program Involve top prospects in the strategic thinking Identify, Cultivate, Solicit Create metrics to evaluate 18. Mission-Driven Advancement For Planned Giving: Awareness, awareness, awareness!! Definition what is planned giving and why is it important to the school? How to make a planned gift? Mass communication leads to interested prospects. Educational events lead to individual appointments with prospects. As with major gifts, lead with the schools mission and how planned gifts will allow us to continue to fulfill our mission into the future. 19. Mission-Driven Advancement Pitfalls to Avoid: De-centralized fundraising Too many events Nickel and Diming Athletics, Clubs, Band, etc. raising funds independently Lack of an institutional strategic plan Lack of an advancement plan Lack of dedicated advancement staff Doing things right vs doing the right things Focus on activity rather than results Ignoring fundamentals 20. In Closing Your best giving prospects are your alumni and parents they have benefitted from your mission and believe in it. Less than 5% of your entire constituency base has major gift potential. Unless you are firing on all cylinders in enrollment and philanthropy, it will be a challenge to reach your institutional potential. </p>