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Annual Meeting Presentation
Building A Culture of
Philanthropy
Michele R. Berard, MBA, CFRE
What is philanthropy?
A voluntary action for the public
good, including voluntary
service, voluntary association, and
volu...
What are the first words…
…that come into your mind
when you hear “UM
Eldercare”?
What would happen if…
…UM Eldercare didn’t exist?
This is the basis for your Case for Suppor
What is the biggest threat?
What is the biggest threat?
Answer: Not leveraging all revenue stream
Three ways nonprofits make
money:
Three ways nonprofits make
money:
•Earn it
•Borrow it
•Raise it
Bill Littlejohn
President/CEO
Sharp Healthcare
Foundation
...
The Concept of Leverage…
Donations =
Investments
A coordinated philanthropy program
aligns donor interests with the
fundin...
Criteria for A Culture of
Philanthropy
1. Most people in the organization
act as ambassadors and engage
in relationship bu...
Criteria for A Culture of
Philanthropy
2. Everyone promotes philanthropy
and can articulate a case for
giving.
Source:
www...
Criteria for A Culture of
Philanthropy
3. Fund development is viewed and
valued as a mission-aligned
program of the organi...
Criteria for A Culture of
Philanthropy
4. Organizational systems are
established to support donors.
Donor Bill of Rights
S...
Criteria for A Culture of
Philanthropy
5. The executive director (or CEO)
is committed and personally
involved in the fund...
Criteria for A Culture of
Philanthropy
You can start anywhere…
A Culture of Philanthropy…
…is a journey. Start yours today.
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Building a Culture of Philanthropy - Michele R. Berard, MBA, CFRE

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Presented this talk at the United Methodist Eldercare Communities Annual Meeting.

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Building a Culture of Philanthropy - Michele R. Berard, MBA, CFRE

  1. 1. Annual Meeting Presentation Building A Culture of Philanthropy Michele R. Berard, MBA, CFRE
  2. 2. What is philanthropy? A voluntary action for the public good, including voluntary service, voluntary association, and voluntary giving. Source: Rosso; Achieving Excellence in Fundraising
  3. 3. What are the first words… …that come into your mind when you hear “UM Eldercare”?
  4. 4. What would happen if… …UM Eldercare didn’t exist? This is the basis for your Case for Suppor
  5. 5. What is the biggest threat?
  6. 6. What is the biggest threat? Answer: Not leveraging all revenue stream
  7. 7. Three ways nonprofits make money:
  8. 8. Three ways nonprofits make money: •Earn it •Borrow it •Raise it Bill Littlejohn President/CEO Sharp Healthcare Foundation San Diego California
  9. 9. The Concept of Leverage… Donations = Investments A coordinated philanthropy program aligns donor interests with the funding needs of an organization. Donor Interests = Voluntary
  10. 10. Criteria for A Culture of Philanthropy 1. Most people in the organization act as ambassadors and engage in relationship building. Source: www.compasspoint.org/underdeveloped
  11. 11. Criteria for A Culture of Philanthropy 2. Everyone promotes philanthropy and can articulate a case for giving. Source: www.compasspoint.org/underdeveloped
  12. 12. Criteria for A Culture of Philanthropy 3. Fund development is viewed and valued as a mission-aligned program of the organization. Source: www.compasspoint.org/underdeveloped
  13. 13. Criteria for A Culture of Philanthropy 4. Organizational systems are established to support donors. Donor Bill of Rights Source: www.compasspoint.org/underdeveloped
  14. 14. Criteria for A Culture of Philanthropy 5. The executive director (or CEO) is committed and personally involved in the fundraising. Source: www.compasspoint.org/underdeveloped
  15. 15. Criteria for A Culture of Philanthropy You can start anywhere…
  16. 16. A Culture of Philanthropy… …is a journey. Start yours today.

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