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Innovation and
Experimentation: Adding
Value, Foundation-Style
August 12, 2014
10:30 – 11:30am
Hashtag: #asae14 LJ4
David Jennings, CAE, SPHR
Executive Director
Foundation for Community Association Research
Stephen Peeler
Vice President, Development
ASAE Foundation
Susan Mennenga
Executive Director
PCMA Education Foundation
All contents copyright 2014, ASAE, except noted selections which have
been reprinted with permission of the copyright owner.
8/11/2014
1
#ASAE14
Innovation and
Experimentation: Adding
Value, Foundation-Style
August 12, 2014
10:30 – 11:30
hashtag: #asae14 LJ4
#ASAE14
Welcome
Holly Shelton
SVP and Relationship Manager
SunTrust Bank
• Speaker Introductions
#ASAE14
News Flash
• Just because it worked (or failed) for
them doesn’t mean you’ll have the
same result.
• Innovation is more than just leading-
edge stuff or being among the first to
do something.
#ASAE14
The ASAE Foundation
• Innovation Grant Program
-Annual $42K grant from SunTrust
-Selected based on application for other
associations
8/11/2014
2
#ASAE14
The PCMA Education Foundation
• Philanthropy Council vs. Capital
Campaign
-Engagement technique
-Volunteers not required to “ask”
-Generating revenues for endowment or
specific research
#ASAE14
The Foundation for Community
Foundation Research
• Mobile App with parent association
-Annual conference research poll
#ASAE14
Innovation
• What are you seeing-donations up or
down?
• What are you hearing-any volunteer
fatigue?
• What are you planning-matching gifts
programs?
• What are you doing to diversify
revenue?
• What have you tried-crowdfunding?
#ASAE14
Innovation
• How are you positioning your
Foundation to be more innovative?
• How are you increasing your
organization’s capacity to be more
innovative?
8/11/2014
3
#ASAE14
Donor Cycle Identification &
Qualification
• Wealth screening
• Other indicators
-Engagement participation
#ASAE14
Table Report Out of ideas
#ASAE14
Identification
• New prospects
• New people
• New skills
• New projects
• New methods
• New approaches
• New …?
#ASAE14
Cultivation
• Micro Volunteering
• Board Engagement
• Volunteer Engagement
• Moves Management
• Special Events
8/11/2014
4
#ASAE14
Solicitation
• Peer to Peer asks
• Events
– Bike Ride
• Conversion
• Buck slips
#ASAE14
Stewardship & Recognition
• Thank you’s
• Cards
– Thank you
– Celebration
– Promotions
– Pin programs
– Birthdays, anniversaries
• Success Stories & Donor profiles
#ASAE14
Thank you!!!
Happy Fundraising!
#ASAE14
Contact us
Stephen Peeler
Vice President, Development
The ASAE Foundation
speeler@asaecenter.org
Phone: 202.626.2843
Dave Jennings, CAE, SPHR
Executive Director
Foundation for Community
Association Research
djennings@caionline.org
Phone: 703-970-9234
Susan Mennenga
Executive Director
PCMA Education Foundation
smennenga@pcma.org
Phone: 312-423-7252

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2014 ASAE Annual Conference Education Session: Innovation Foundation Style

  • 1. Innovation and Experimentation: Adding Value, Foundation-Style August 12, 2014 10:30 – 11:30am Hashtag: #asae14 LJ4 David Jennings, CAE, SPHR Executive Director Foundation for Community Association Research Stephen Peeler Vice President, Development ASAE Foundation Susan Mennenga Executive Director PCMA Education Foundation All contents copyright 2014, ASAE, except noted selections which have been reprinted with permission of the copyright owner.
  • 2. 8/11/2014 1 #ASAE14 Innovation and Experimentation: Adding Value, Foundation-Style August 12, 2014 10:30 – 11:30 hashtag: #asae14 LJ4 #ASAE14 Welcome Holly Shelton SVP and Relationship Manager SunTrust Bank • Speaker Introductions #ASAE14 News Flash • Just because it worked (or failed) for them doesn’t mean you’ll have the same result. • Innovation is more than just leading- edge stuff or being among the first to do something. #ASAE14 The ASAE Foundation • Innovation Grant Program -Annual $42K grant from SunTrust -Selected based on application for other associations
  • 3. 8/11/2014 2 #ASAE14 The PCMA Education Foundation • Philanthropy Council vs. Capital Campaign -Engagement technique -Volunteers not required to “ask” -Generating revenues for endowment or specific research #ASAE14 The Foundation for Community Foundation Research • Mobile App with parent association -Annual conference research poll #ASAE14 Innovation • What are you seeing-donations up or down? • What are you hearing-any volunteer fatigue? • What are you planning-matching gifts programs? • What are you doing to diversify revenue? • What have you tried-crowdfunding? #ASAE14 Innovation • How are you positioning your Foundation to be more innovative? • How are you increasing your organization’s capacity to be more innovative?
  • 4. 8/11/2014 3 #ASAE14 Donor Cycle Identification & Qualification • Wealth screening • Other indicators -Engagement participation #ASAE14 Table Report Out of ideas #ASAE14 Identification • New prospects • New people • New skills • New projects • New methods • New approaches • New …? #ASAE14 Cultivation • Micro Volunteering • Board Engagement • Volunteer Engagement • Moves Management • Special Events
  • 5. 8/11/2014 4 #ASAE14 Solicitation • Peer to Peer asks • Events – Bike Ride • Conversion • Buck slips #ASAE14 Stewardship & Recognition • Thank you’s • Cards – Thank you – Celebration – Promotions – Pin programs – Birthdays, anniversaries • Success Stories & Donor profiles #ASAE14 Thank you!!! Happy Fundraising! #ASAE14 Contact us Stephen Peeler Vice President, Development The ASAE Foundation speeler@asaecenter.org Phone: 202.626.2843 Dave Jennings, CAE, SPHR Executive Director Foundation for Community Association Research djennings@caionline.org Phone: 703-970-9234 Susan Mennenga Executive Director PCMA Education Foundation smennenga@pcma.org Phone: 312-423-7252