Fundraising 101Four SeasonsJuly 24, 20099:00 – 5:00

Office of DevelopmentDay Retreat

The Key to Fundraising

Contact HR for details

Fundraising 101

Unveiling the Hidden Secrets

of

FundraisingFundraising 101

Four Seasons Hotel

July 24, 2009

9:00 – 5:00See HR for Info

Y ur potential

Make your plans

for the

Fundraising Day Retreat

and

Four Seasons Hotel June 25, 2009 Registration begins at 9:00 am

Guest Speakers:

Daniel C. Jenkins of King & Spalding

Fundraising Consultant; Mr. Ronald C. Harding

Fundraising 101

Office of DevelopmentStaff Day Retreat

Four Seasons – MidtownJuly 29, 2009

9:00 – 5:00See HR for details

Featuring: Daniel C. Jenkins and Ronald C. Harding

Fundraising 101

Working Toward the Goal

One Billion DollarCampaign

◊ Specializes in representation of non-profit and tax exempt entities.

◊ Chairman of the Board for a leading foundation in Atlanta, approving and monitoring grants on behalf of the foundation.

◊ Georgia Tech Alumni

Attorney Daniel C. Jenkinsof King & Spalding

Fundraising 101The Corporate Donation

& Grants

Ronald C. Harding

Ron's effectiveness in fundraising centers on leading non-profits to adopt measurable objectives, a high degree of accountability, and documenting the impact an organization has on its community.

◊ Assisted over 50 non-profit institutions around the country to raise millions of dollars.

◊ Directed NC State University's successful $225 million capital campaign.

◊ Associate V P at the Georgia Institute of Technology.◊ The architect who designed a campus-wide campaign ending in

$711 million in support.

Fundraising 101The Private Sector

Fundraising 101Agenda

• 8:00 – Registrations & Continental Breakfast

• 9:00 – Introductions & Opening Presentation

• 10:00 – Session I Ronald C. Harding The Private Sector

• 12:00 – Lunch

• 2:00 – Session II Daniel C Jenkins Corporate & Grants

5:00 pm – Closing Moments

Registration InfoName Department Phone #/Ext Supervisor

Kicking off our 3 year One Billion Dollar Campaign begins with excitement and the introduction of a new President. Today our meeting begins with an address from Dr. G. P. “Bud” Peterson, the new President of Georgia Tech. We look forward to the opportunity to meet and interact with Dr. Peterson as well as allow him to get a good understanding of the direction of the new fundraising campaign.

Mr. Barrett Carson, Vice President of Development has prepared a brief PowerPoint presentation reviewing the current expectations of the Campaign, providing more details about the total funding, and the projected sources of that funding. He will have the honor of introducing our distinguished guests.

Mr. Daniel C. Jenkins, of King and Spalding, an accomplished lawyer specializing in corporate and foundation tax laws, will educate us on recent changes that are being made to these laws and specifically how they will affect the One Billion Dollar Campaign.

Mr. Ronald Harding of the American Fundraising Institute, Inc. will broaden our ideas and strengthen our ambition. Mr. Harding is a well-known fundraising consultant who specializes in private and public funding. He will bring us up to date on tried and proven strategies for funding while presenting us with new ideas to help us accomplish the goals we’ve set for the One Billion Dollar Campaign.

Introduction

Fundraising Philosophy

Introduction: Fundraising PhilosophyCharitable investments, or giving, profoundly impacts Georgia Tech. These investments position the Institute to remain on the cutting edge by perfecting new cancer treatments, creating alternative fuels in the marketplace, helping shape public policies which promote economic development and providing a better quality of life for our students on a global basis.

Georgia Tech is developing a powerful fundraising strategy which is in sync with today’s marketplace. In this increasingly competitive climate, it takes more than just a warm and fuzzy feeling to attract an investment, it requires a personal touch. We need to not only focus on soliciting investments from our proven donors but also from those who have given sporadically or not at all. It is also critical to cultivate prospective donors in our private sector which include many corporations and foundations. In order to be successful amid the myriad of outstretched hands, non-profit organizations who demonstrate proven positive results will rise above the many other non-profits we are in competition with.

Goals

• Define the funding objective

• Refine the campaign plan and timeline

• Select key prospects

• Select key volunteer leads

Successful Strategies

During these difficult economic times, Georgia Tech seeks to successfully deliver on major issues, addressing global needs. Only in that way is it able to successfully compete with other non-profits seeking funding. When faced with the need to go beyond emotional appeals, Georgia Tech must demonstrate that it offers proven solutions that answer tough questions:

• What has Georgia Tech accomplished?• What impact will my investment make for education?• Why will my investment in Georgia Tech be more

important than other organizations seeking funding?• What difference will my investment make at Georgia

Tech?

Successful Strategies

Successful fundraising initiatives must begin by differentiating the organization from other non-profit organizations. The case for Georgia Tech must be compelling enough to effectively make the impact of Georgia Tech’s efforts with the outcomes which the Institute ultimately achieves. Today’s fundraising philosophy must demonstrate a tangible benefit to each investor – “what is the return on my investment?” The case must deliver effective communication and be able to demonstrate meaningful measurable results. The appeal to major investors needs to include the right message in order to make the solicitation successful and achieve the campaign goal. The message must be clear, consistent, and compelling. It must answer the following questions:

• What will be accomplished?• How much will it cost?• What are the bottom-line outcomes?• What is my return on investment?

Successful Strategies

Components for an Effective Case:

• Vision – where is the organization headed?

• Mission – Why does the organization exist?

• Goals – what does the organization hope to accomplish?

• Objectives – support the goals (who will do what; by when?)

Successful Strategies

• S Specific• M Measurable• A Attainable• R Results-oriented

• (outcomes, not output)

• T Time determined

Planning Process

• Strategic Plan

• Campaign Priorities

• Campaign Case

• Campaign Plan

• Volunteer Enlistment

• Execute Campaign Plan

Event Coverage

Elizabeth Carmen Andrita Cindy AngelaSet Up Staff XRegistration XBreak Down Staff XClean Up X XSpeakers Contact XSpeaker needs XVenue Contact XCatering X X X Breakfast X Lunch XAudio/Video XComputer Hardware X