Establishing A Culture of Philanthropy: 2013 UM Eldercare Annual Meeting Presentation

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These power points slides were used during my presentation to the Board and Members of UM Eldercare in East Providence, RI at their 2013 Annual Meeting. The BHAG (big, hairy, audacious goal) is to …

These power points slides were used during my presentation to the Board and Members of UM Eldercare in East Providence, RI at their 2013 Annual Meeting. The BHAG (big, hairy, audacious goal) is to create a culture of philanthropy

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  • 1. Annual Meeting Presentation Building A Culture of Philanthropy Michele R. Berard, MBA, CFRE
  • 2. What is philanthropy? A voluntary action for the public good, including voluntary service, voluntary association, and voluntary giving. Source: Rosso; Achieving Excellence in Fundraising
  • 3. What are the first words… …that come into your mind when you hear “UM Eldercare”?
  • 4. What would happen if… …UM Eldercare didn’t exist? This is the basis for your Case for Support!
  • 5. What is the biggest threat?
  • 6. What is the biggest threat? Answer: Not leveraging all revenue streams
  • 7. Three ways nonprofits make money:
  • 8. Three ways nonprofits make money: •Earn it •Borrow it •Raise it Bill Littlejohn President/CEO Sharp Healthcare Foundation San Diego California
  • 9. The Concept of Leverage… Donations=Investments A coordinated philanthropy program aligns donor interests with the funding needs of an organization. Donor Interests = Voluntary
  • 10. Criteria for A Culture of Philanthropy 1. Most people in the organization act as ambassadors and engage in relationship building. Source: www.compasspoint.org/underdeveloped
  • 11. Criteria for A Culture of Philanthropy 2. Everyone promotes philanthropy and can articulate a case for giving. Source: www.compasspoint.org/underdeveloped
  • 12. Criteria for A Culture of Philanthropy 3. Fund development is viewed and valued as a mission-aligned program of the organization. Source: www.compasspoint.org/underdeveloped
  • 13. Criteria for A Culture of Philanthropy 4. Organizational systems are established to support donors. Donor Bill of Rights Source: www.compasspoint.org/underdeveloped
  • 14. Criteria for A Culture of Philanthropy 5. The executive director (or CEO) is committed and personally involved in the fundraising. Source: www.compasspoint.org/underdeveloped
  • 15. Criteria for A Culture of Philanthropy You can start anywhere…
  • 16. A Culture of Philanthropy… …is a journey. Start yours today.