The document outlines prerequisites for effective stewardship based on "The George Technique". It discusses growing partnerships, effective communications, operational policies, readiness assessments, gift documentation, and educating staff as key areas for stewardship. Various quotes from historical figures named George are provided throughout.

1. ____________________________________
STEWARDSHIP PREREQUISITES:
THE GEORGE TECHNIQUE
____________________________________
Mark Longo, Georgetown University
Kirsten Rasmussen, The George Washington University

2. ADRP 7th International Conference, December 6-8, 2010
Systematic vs. Ad hoc
Stewardship
“Just cause you got the monkey off your
back doesn’t mean the circus has left
town.” - George Carlin, comedian
Presentation is the property of the presenters unless permission is given

3. ADRP 7th International Conference, December 6-8, 2010
Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
Presentation is the property of the presenters unless permission is given

4. ADRP 7th International Conference, December 6-8, 2010
Growing Partnerships
• Within Advancement
• With the Academic Community/Programmatic Staff
• With your Finance Department
• With your Legal Office
• Unique Partnerships (Financial Aid, Doctors, etc.)
Presentation is the property of the presenters unless permission is given

5. ADRP 7th International Conference, December 6-8, 2010
ÂBe courteous to all, but
intimate with few, and
let those few be well
tried before you give
them your confidence.”
- George Washington,
first President of the
United States
Presentation is the property of the presenters unless permission is given

6. ADRP 7th International Conference, December 6-8, 2010
Effective Communications
• Transparency/Accountability/Access
• Ensuring Understanding/Managing
Expectations
– Project Briefs
– Agendas
– Conference Reports
Presentation is the property of the presenters unless permission is given

7. ADRP 7th International Conference, December 6-8, 2010
Presentation is the property of the presenters unless permission is given

8. ADRP 7th International Conference, December 6-8, 2010
“A dictatorship
would be a heck
of a lot easier,
there’s no
question about it.”
- George W. Bush,
43rd President of the
United States
Presentation is the property of the presenters unless permission is given

9. ADRP 7th International Conference, December 6-8, 2010
Effective Communications (cont’d)
• Feedback: 360 reviews from donors and
colleagues
• Donor-centric communications
• Online/Social Media
Presentation is the property of the presenters unless permission is given

10. ADRP 7th International Conference, December 6-8, 2010
“The single biggest problem
In communication is the
Illusion that it has taken
Place.”
- George Bernard Shaw,
playwright
Presentation is the property of the presenters unless permission is given

11. ADRP 7th International Conference, December 6-8, 2010
“The Costanza Principle”
"You see, right now I have
Relationship George. But there is also
Independent George...Movie George,
Coffee Shop George, Liar George,
Bawdy George...If Relationship
George walks through this door, he
will kill Independent George. A
George divided against itself cannot
stand!"
- George Costanza (actor Jason
Alexander) in the “Pool Guy” of
Seinfeld (Season 7, Episode 8, 1995)
Presentation is the property of the presenters unless permission is given

12. ADRP 7th International Conference, December 6-8, 2010
Operational Policies
• Policies necessary to ensure effective donor stewardship:
– Advancement Policies
• Gift Acceptance Policy
• Naming Policy
• Gift Recording Policy
– Financial Policies
• Spending Compliance
• Investment Management Policies
• Policy on underwater endowments
– Stewardship/Communications Policies
• Acknowledgement/Correspondence Policy
• Publicity Guidelines
• Branding/Style Guidelines
– Other Policies
Presentation is the property of the presenters unless permission is given

13. ADRP 7th International Conference, December 6-8, 2010
Presentation is the property of the presenters unless permission is given

14. ADRP 7th International Conference, December 6-8, 2010
Readiness Assessment
“I would rather have a good plan
today than a perfect plan two
weeks from now.”
- George S. Patton, Jr., United States
Army General
As portrayed by George C. Scott
Presentation is the property of the presenters unless permission is given

15. ADRP 7th International Conference, December 6-8, 2010
Presentation is the property of the presenters unless permission is given

16. ADRP 7th International Conference, December 6-8, 2010
Presentation is the property of the presenters unless permission is given

17. ADRP 7th International Conference, December 6-8, 2010
Gift Documentation
• Documentation of Donor Intent
• Types of Documentation
– Pledge Agreements
– Donor Agreements/MOU’s
– Gifts-in-kind
• Compliance with Organizational Policies
• Legal Considerations
Presentation is the property of the presenters unless permission is given

18. ADRP 7th International Conference, December 6-8, 2010
Presentation is the property of the presenters unless permission is given

19. ADRP 7th International Conference, December 6-8, 2010
“The nicest thing is to open the newspapers
and not to find yourself in them.”
- George Harrison, musician
Presentation is the property of the presenters unless permission is given

20. ADRP 7th International Conference, December 6-8, 2010
Educating Staff
• Reporting Standards
• Acceptable (Legal) preferences
• Policies
• Procedures
• Other
Presentation is the property of the presenters unless permission is given

21. ADRP 7th International Conference, December 6-8, 2010
ÂXwâvtà|ÉÇ |á à{x ~xç àÉ âÇÄÉv~ à{x
zÉÄwxÇ wÉÉÜ Éy yÜxxwÉÅAÊ
- George Washington Carver,
educator
Presentation is the property of the presenters unless permission is given

22. ADRP 7th International Conference, December 6-8, 2010
Helpful Resources
• CASE.org
• SupportingAdvancement.com
• ADRP.net
• EmilyPost.com
• Other Resources
Presentation is the property of the presenters unless permission is given

23. ADRP 7th International Conference, December 6-8, 2010
“The ONLY failure is not to try.”
- THE George Clooney, enough said
Presentation is the property of the presenters unless permission is given

24. ADRP 7th International Conference, December 6-8, 2010
THANK YOU
Mark Longo
Deputy Director, Business Operations, Analytics & Planning
Georgetown University
mal86@georgetown.edu
Kirsten Rasmussen
Assistant Vice President for Development, Stewardship
The George Washington University
kirstenr@gwu.edu
Presentation is the property of the presenters unless permission is given