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What You Always Wanted to Know About  Development!
Your Hosts: Nancy Cardozo,  Major Gifts Officer Lindsay Funk,  Administrative Assistant Karin More,  Development Coordinator Melanie Scott,  Development Writer RyanN Smith,  Development Officer Larry Sproul,  Director
How does Development work? ,[object Object]
What is fundraising? dictionary.reference.com ,[object Object]
What is fundraising? AFP Dictionary ,[object Object],[object Object],[object Object]
OUTLINE OF TODAY’S EVENTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
A BIG idea
Fundraising cycle   ,[object Object]
[object Object],[object Object]
Prospect identification ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object]
Building relationships ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object]
Solicitation… Making the ask ,[object Object],[object Object]
[object Object],[object Object]
Recognition and stewardship ,[object Object],[object Object],[object Object],[object Object]
Good Stewardship
[object Object],[object Object],[object Object],[object Object],[object Object]
Gathering information …for prospect lists ,[object Object],[object Object],[object Object],[object Object]
Gathering information …for briefing notes ,[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object]
Gathering information …for project proposals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Gathering information …for donor reports ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Donors ,[object Object],[object Object]
Donations ,[object Object],[object Object],[object Object],[object Object]
DONATIONS ,[object Object]
Gifts in kind ,[object Object],[object Object],[object Object]
Gifts in kind ,[object Object],[object Object],[object Object]
Gifts in kind ,[object Object],[object Object],[object Object]
Gifts in kind ,[object Object],[object Object],[object Object]
Sponsorship ,[object Object],[object Object],[object Object]
Tax Receipts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Funds/PGs ,[object Object],[object Object],[object Object]
Funds/PGs ,[object Object]
Criteria for inclusion of funding sources (donations) in Viking database ,[object Object],[object Object],[object Object],[object Object]
Criteria for inclusion of funding sources (donations) in Viking database (cont’d) ,[object Object],[object Object],[object Object]
Criteria for inclusion of funding sources (donations) in Viking database (cont’d) ,[object Object],[object Object],[object Object]
When  should I send deposit info about a donation to the CFIS Development Coordinator? ,[object Object],[object Object],[object Object]
What  deposit info about a donation should I send to the CFIS Development Coordinator? ,[object Object],[object Object],[object Object]
When do I  NOT  need to send deposit info? ,[object Object],[object Object],[object Object]
Tracking donations ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
This is just the beginning!
CFIS Development Room 164 – 1855 West Mall Vancouver, BC V6T 1Z2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Everything You Always Wanted to Know About Development (UBC CFIS)

  • 1. What You Always Wanted to Know About Development!
  • 2. Your Hosts: Nancy Cardozo, Major Gifts Officer Lindsay Funk, Administrative Assistant Karin More, Development Coordinator Melanie Scott, Development Writer RyanN Smith, Development Officer Larry Sproul, Director
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  • 47. This is just the beginning!
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Editor's Notes

  1. LARRY
  2. LARRY Ask audience to introduce themselves. Explain where Development fits at UBC. K: click for photo
  3. LARRY K: click for text
  4. MELANIE
  5. MELANIE At end, ask if there are any questions so far.
  6. RYAN At end, ask audience member to read next slide
  7. Audience
  8. RYAN
  9. LARRY
  10. RYAN Ask audience to think of a donation they made. Ask for volunteer for an example and walk them around the cycle. At end, ask audience member to read next slide. K: click for FR Cycle
  11. Audience
  12. RYAN (explain this is ‘C’ in finger spelling) At end, ask audience member to read next slide.
  13. Audience FYI (don’t read aloud) In the 1970s, Henry A. Rosso and two partners founded the Fund Raising School in San Francisco. It moved to Indianapolis in 1988, a year after the Center on Philanthropy was created. The aim of the Center was not only to consider fund raising issues, but also philanthropy as a broad subject including volunteerism and public policy. Its creators envisioned an academic program, which has been realized. The Center was conceived by a group of individuals including Henry A. Rosso, fund raising consultant and the first director of the Fund Raising School in San Francisco; The founders of the Center believed that the nonprofit sector and philanthropy was one of the "most misunderstood, understudied, under documented and least visible" aspects of American life. To address these issues, the Center was created with financial support from Lilly Endowment, one of the country's largest private foundations. IUPUI, numerous foundations and individuals that recognize philanthropy as a critical element in community building http://learningtogive.org/papers/paper142.html
  14. LARRY
  15. LARRY
  16. LARRY At end, ask audience member to read next slide. K: only when Larry is done, click for text “#1 reason”
  17. Audience
  18. RYAN K: only when RYAN is done, click once for 1 st graphic
  19. RYAN Ideas we want to communicate: Good stewardship leads to repeated and increased donations. It is easier to get a donation from a previous donor than from a new one. At end, ask if there are any questions so far.
  20. MELANIE
  21. MELANIE
  22. MELANIE At end, ask audience member to read next slide.
  23. Audience
  24. RYAN
  25. RYAN At end, ask if there are any questions so far. Then, ask audience member to read next slide. K: Only when RYAN is done, click for “Remember the people!” and 2 nd graphic
  26. Audience
  27. KARIN
  28. KARIN K: Click only 1 st graphic
  29. KARIN
  30. KARIN K: Click only 1 st graphic
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  32. KARIN
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  35. KARIN
  36. KARIN K: answer question, then click for next line
  37. KARIN
  38. KARIN
  39. LARRY K: only when Larry is done, click for animation
  40. LARRY K: only when Larry is done, click for animation
  41. LARRY K: only when Larry is done, click for animation
  42. KARIN K: only when done, click for animation
  43. KARIN K: only when done, click for animation
  44. KARIN Also hand out FAQ brochure K: only when done, click for animation
  45. KARIN At end, ask if there are any questions so far.
  46. RYAN Also hand out IES letter.
  47. RYAN Ask if there are any questions. Thank everyone for coming