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EDHE6780notes_20080204

Page history last edited by PBworks 16 years, 1 month ago

EDHE 6780 Notes

Feb. 4th, 2008

(three handouts)

 

Case Statement

  • Worth text, p. 324 - 325
  • "basic argument for philanthropic support of the institution" (Worth)
  • "abstract of the whole campaign" (Whitson)

 

where to use C.S.

  • preparing the initial brochure
  • any material for prospective donors

 

key thoughts

  • stewardship is key--of donor's money and budget (historically)
  • for capital campaigns
  • difference btwn. slogans and positioning lines (marketing):
    • catchy, everyone responds to it (slogan)
      • UNT: "discover the power of ideas/green"
      • Nike: "Just do it."
    • should stay longer than a slogan; express the position or product of your university that is unique; demonstrates a niche in the market (a positioning line)
      • UNT: "a student-centered research university"
        • tells the audience two things about the university
      • Ford: "Quality is our number one."
  • stepping outside of:
    • the jargon, acronyms
    • the familiarity with your institution (look with audience perspective)
      • realize things that they may not know, or need explained
      • think of the questions they may ask

 

Handout: Proposal Worksheet

  • there's a lot to read in a lot of presentations: make it bulleted, concise, easy to read
    • write a paragraph, then summarize it with bullet points
  • be very specific with amount and the proposed use of money
  • other support
    • university matching money or in-kind
    • early, large donors good for this
      • even if it's conditional on receiving other funds
  • outcomes
    • marketing: features vs. benefits
      • features: "the computer lab will have 10 interactive media stations"
      • benefits/outcomes: "students will be able to create dynamic media projects, and be well-versed in emerging technologies"
  • points of pride
    • goes up there with good stewardship
    • proof of good past track record, reasons why you'd want to support the university

 

Handout: Proposal for Corporate Funding

  • slightly more fleshed-out than the previous handout
  • case statement encompasses:
    • intro
    • stmt. of need
    • description
    • rough budget (not as detailed as in this proposal)

 

Handout: Proposal Checklist and Evaluation Form

  • more similar to what we'll need for our grant proposal
  • EDGAR is a standard
  • sometimes establishing the need can be very detailed, encompassing a lot of data
  • incorporate the language/terminology of the specific grant

 

Discussion of the text

Part III: raising funds from individuals

  • who are the individuals?
    • alumni = largest, first group to think of
      • Bataille's inaugural trip was to rally alumni
      • if you want to engage your alumni, you have to keep them feeling cared about, and associated with the school
      • close ties btwn. alumni office and development office
      • many different kinds of donations from alumni; need to expect that $10 is a great donation
    • your internal group: faculty, staff, retirees
      • if you can't show that you give and support, why would anyone else give?
      • development office takes the percentage of giving fac/staff to use in promoting campaigns (no names, just stats)
    • parents
      • need to be targeted in a very special way: not capital campaign or general fundraising
      • k-12 private schools: #1 donors are parents
      • student-supporting programs/etc. (library, etc.)
      • very narrow window: while their child is at the school
      • search youtube for video on "Helicopter parents"
      • memorial scholarships for students that pass away
    • community at large
      • have an affiliation with the university because it's where they live
    • individual wealthy donors (general philanthropist)
      • second in importance
      • you must cultivate their interest in the institution
      • conflict of institutional development interest: if donor traditionally gives to a department, but is being approached by another program, etc. = the university has to make the decision about which approach to take
      • your institution may appeal to their natural interests/background
      • 1) do research
      • 2) form a relationship

 

various ways that you develop ties with institutions

  • very strong ties to bachelor's/alma mater
  • master's = least commitment
  • doctorate = longer, more involved, closer to faculty (mentor)
  • takes a period of time

 


Other:

  • Lumina dissertation awards -- look into this
  • presidential libraries: a form of fundraising; universities/institutions write proposals for that president
  • ed.gov: good place to look for grants
  • discussion of all three assignments

 

 

Terms:

  • budget = "hard money" (depend on it)
  • grants = "soft money" (maybe, maybe not)

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