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June 16 St. Louis Workshop

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Advancement Partners
Advancement Partners
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Institutional Advancement Workshop Presented By: Terry Fairholm, President Advancement Partners, Inc. June 16, 2011
Today’s Presentation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Advancement Partners, Inc. ,[object Object],[object Object],[object Object]
Catholic High School Statistics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Catholic High School Statistics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Catholic High School Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Development Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Development Trends ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Development Trends ,[object Object],[object Object]
Maximizing Your Philanthropic Potential on an Annual Basis – Major Gift Component To achieve changes that are transformational: Substantial increases/improvements rather than ‘muddling through’.
The ‘ New Reality ’ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Four Sources of Revenue ,[object Object],[object Object],[object Object],[object Object]
Components of Development ,[object Object],[object Object],[object Object],[object Object],[object Object]
FOREVER TOMORROW TODAY RELATIONSHIPS AND PARTICIPATION Our Model Maximize Philanthropic Potential
3 Person Development Office
Development Director ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Associate Director of Development ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Major Gifts: Definition ,[object Object],[object Object]
Major Gift Statistics ,[object Object],[object Object],[object Object],[object Object]
Why Major Gift Prospects Give to Their School ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Guiding Principle #1: Get Real Honest assessment of current reality: Leadership : Board, Admin., Development Focus : Institutional Funding Priorities Strategy : The plan to achieve/succeed Implementation : Are you executing properly? Time, once passed, is gone forever.
Guiding Principle #2: Step by Step ,[object Object],[object Object],[object Object],[object Object]
Guiding Principle #3: Implementation, not ideas , is the key to success ,[object Object],[object Object]
Major Gift Statistics ,[object Object],[object Object],[object Object],[object Object]
Major Gift Fundamentals ,[object Object],[object Object],[object Object]
Major Gift Fundamental Operating Components
1. The Case For Support ,[object Object],[object Object],[object Object],[object Object]
2. Prospect Evaluation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
3 . Marketing Materials ,[object Object],[object Object],[object Object],[object Object],[object Object]
4. Volunteer Leadership ,[object Object],[object Object],[object Object],[object Object],[object Object]
5. Personal Solicitation ,[object Object],[object Object],[object Object],[object Object]

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June 16 St. Louis Workshop

  • 1.  
  • 2. Institutional Advancement Workshop Presented By: Terry Fairholm, President Advancement Partners, Inc. June 16, 2011
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. Maximizing Your Philanthropic Potential on an Annual Basis – Major Gift Component To achieve changes that are transformational: Substantial increases/improvements rather than ‘muddling through’.
  • 12.
  • 13.
  • 14.
  • 15. FOREVER TOMORROW TODAY RELATIONSHIPS AND PARTICIPATION Our Model Maximize Philanthropic Potential
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. Guiding Principle #1: Get Real Honest assessment of current reality: Leadership : Board, Admin., Development Focus : Institutional Funding Priorities Strategy : The plan to achieve/succeed Implementation : Are you executing properly? Time, once passed, is gone forever.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27. Major Gift Fundamental Operating Components
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.