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EDHE6780notes_20080204
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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)
EDHE6780notes_20080204
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