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Advancement Office:101
 

Advancement Office:101

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This is a presentation that Barbara Ann Shotwell and I conducted for Catholic School Advancement Day on April 12, 2010 in the Diocese of Allentown.

This is a presentation that Barbara Ann Shotwell and I conducted for Catholic School Advancement Day on April 12, 2010 in the Diocese of Allentown.

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  • Total giving for 2007 is estimated to be $306.39 billion. This is an increase of 3.9 percent (1.0 percent adjusted for inflation) compared with the revised estimate of $294.91 for 2006. Revisions to 2006 are presented online at www.givingusa.org. Gifts from individuals are estimated to be $229.03 billion (74.8 percent of the total). Gifts from charitable bequests (realized planned gifts) are estimated to be $23.15 billion (7.6 percent of the total). Combined, individual giving and charitable bequests are estimated to be $252.18 (82.3 percent of the total). Foundation grantmaking reached an estimated $38.52 billion (12.6 percent of the total). This is the highest percentage ever attributable to foundations. The change reflects that a portion of personal giving is now often done through family foundations. Corporate giving is estimated to be $15.69 (5.1 percent of total giving).
  • Giving to religion reached $102.32 billion in 2007, which is 33.4 percent of total estimated giving. Gifts to educational institutions are an estimated $43.32 billion, or 14.1 percent of the total. Human services organizations received an estimated $29.64 billion, which is 9.7 percent of the total. Health organizations received an estimated $23.15 billion, or 7.6 percent of the total. Public-society benefit organizations received an estimated $22.65 billion, which is 7.4 percent of the total. Arts, culture, and humanities organizations received an estimated $13.67 billion, which is 4.5 percent of the total. Organizations in the international affairs subsector (which includes aid, relief, and more) received an estimated $13.22 billion, which is 4.3 percent of the total. Environment and animal-related charities received an estimated $6.96 billion, or 2.3 percent of the total. Gifts to grantmaking foundations (independent, community, and operating foundations) are estimated to be $27.73 billion in 2007, or 9.1 percent of the total. A portion of giving is unallocated. This includes gifts to new organizations and to trusts, gifts to government agencies, differences in fiscal year and calendar year reporting, and deductions carried over from prior years.

Advancement Office:101 Advancement Office:101 Presentation Transcript

  • ADVANCEMENT OFFICE 101
    • Presentation by
    • James S. Friend, Jr.
    • Director of Development, Diocese of Allentown
    • and
    • Barbara Ann Shotwell
    • Asst. Director of Development. Diocese of Allentown
    • Advancement Day, April 12, 2010
  • ADVANCEMENT OFFICE 101
    • Introductions
      • Name, School, Position
      • What do you want to get out of today’s workshop?
  • ADVANCEMENT OFFICE 101
    • Hiring a Qualified Advancement Director
    • Part-time vs. Fulltime (Weigh the Options)
      • Part-time no Admin support
      • Part-time with Admin support
      • Part-time / Admin support / Principal support
      • Part-time / Admin support / Principal support / Pastor support
  • ADVANCEMENT OFFICE 101
    • Hiring a Qualified Advancement Director
    • Part-time Advancement Person’s Focus
      • Board Development
      • Major Gifts
      • Annual Fund
    • Principal, Marketing Committee and Admin support should be able to fill in some of the marketing in this instance.
  • ADVANCEMENT OFFICE 101
    • Hiring a Qualified Advancement Director
    • The Resumes
      • Marketing / Development Experience?
      • Why do they want this job?
      • How long will they last in this position?
      • Length of stay at previous jobs?
      • Experience in Education?
      • Experience of Catholic Education?
  • ADVANCEMENT OFFICE 101
    • Hiring a Qualified Advancement Director
    • The Interview
      • Appearance
      • Are they articulate?
      • Do they make good eye contact with you?
      • Do they present themselves well?
      • What is their experience of Church?
      • Do they have energy?
      • Can they “read” you?
  • ADVANCEMENT OFFICE 101
    • Hiring a Qualified Advancement Director
    • Making the Job Attractive
      • Flexible Hours?
      • Work from home?
      • Education benefit at school?
      • Vacation time
      • Tuition reimbursement for continuing studies?
    • Non –Revenue
    • Board Development / Volunteer Management
    • Advancement Operations
    • Constituent Relations
    • Communications / PR
    • Strategic Planning
    • Research
    • Stewardship of Donors
    • Revenue
    • Recruitment
    • Special Events
    • Annual Fund
    • Major Gifts
    • Capital Campaign
    • Planned Giving
    ADVANCEMENT OFFICE 101 The Advancement Model
  • 2008 Charitable Giving Total = $307.65 billion ($ in billions) Individuals $229.28 75% Foundations $41.21 13% Bequests $22.66 7% Corporations $14.5 5% Source: Giving USA Foundation™ / Giving USA 2009
  • Types of Recipients of Contributions, 2008 Total = $307.65 billion ($ in billions) Environment and Animals $6.58 2% Foundations $32.65 9% Human Services $29.64 9.7% International Affairs $13.3 4% Arts, Culture, and Humanities $12.79 4% Public-Society Benefit $23.88 8% Unallocated giving $23.67 7.7% Health $21.6 7% Religion $106.89 35% Education $40.94 13% Source: Giving USA Foundation™ / Giving USA 2009
  • PRIORITIZE YOUR TIME
    • To Know You Is To Love You
    • Individuals give most money
    • People Give to People
    • Building relationships pays off
    • Grants mostly for innovation
    ADVANCEMENT OFFICE 101
  • PRIORITIZE YOUR TIME
    • Special events require more time and money than they’re worth
    • Businesses will give only if:
      • School’s mission meshes with their own
      • They can get publicity
      • Their employees benefit
    ADVANCEMENT OFFICE 101
  • PRIORITIZE YOUR TIME
    • 90:10 Rule
    • Utilize Board/volunteer’s skills
    • Look for outside resources
    • Professional Development
    ADVANCEMENT OFFICE 101
  • What can the Diocese offer?
    • Assistance in developing:
    • Annual Fund
    • Planned Giving Materials and Presentation
    • Eastern PA Scholarship Foundation
    • School Advancement Plan
    • Web / E-Marketing Assistance / Social Networking
    • Brochure Development
    • Prospect Researching (Wealth Engine)
    • Foundation Research Tool: Foundation Center Online
    • Interviewing Development Professionals
    ADVANCEMENT OFFICE 101
  • James S. Friend, Jr. Director, Office of Stewardship & Development 610-871-5200 Ext. 210 [email_address] Barbara Ann Shotwell Assistant Director, Office of Stewardship & Development Eastern PA Scholarship Foundation 610-871-5200 Ext. 244 [email_address] Nicole Gingrich School Advancement Coordinator Office of Stewardship & Development 610-871-5200 Ext. 215 [email_address] Diocesan Office of Stewardship and Development Contact Information