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Transcript of AASP Presentation-2
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____________________________________
Stewardship Prerequisites:The George Technique
____________________________________
Mark LongoDeputy Director, Strategic Development Services
Georgetown University
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…BUT FIRST, A SHOUT OUT TO
• Kirsten Rasmussen Assistant Vice President for Development, StewardshipThe George Washington [email protected]
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
This is not George!
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Systematic vs. Ad hoc
Stewardship
“Just cause you got the monkey off your back doesn’t mean the circus has left
town.” - George Carlin, comedian
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Growing Partnerships
• Within Advancement
• With the Academic Community/Programmatic Staff
• With your Finance Department
• With your Legal Office
• Unique Partnerships (Financial Aid, Doctors, etc.)
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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“Be courteous to all, but intimate with few, and
let those few be well tried before you give them your confidence.”
- George Washington, first President of the United States
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Effective Communications
• Transparency/Accountability/Access
• Ensuring Understanding/Managing Expectations
–Project Briefs–Agendas–Conference Reports
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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“A dictatorshipwould be a heck
of a lot easier,there’s no
question about it.”
- George W. Bush,
43rd President of theUnited States
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Effective Communications (cont’d)
• Feedback: 360 reviews from donors and colleagues
• Donor-centric communications
• Online/Social Media
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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“The single biggest problemIn communication is the Illusion that it has taken
Place.”
- George Bernard Shaw,
playwright
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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“The Costanza Principle”
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
"You see, right now I have Relationship George. But there is also Independent George...Movie George, Coffee Shop George, Liar
George, Bawdy George...If Relationship George walks through this door, he will kill Independent
George. A George divided against itself
cannot stand!"
- George Costanza (actor Jason Alexander) in the “Pool Guy” of
Seinfeld (Season 7, Episode 8, 1995)
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Operational Policies• Policies necessary to ensure effective donor stewardship:
– Advancement Policies• Gift Acceptance Policy• Naming Policy• Gift Recording Policy
– Financial Policies• Spending Compliance• Investment Management Policies• Policy on underwater endowments
– Stewardship/Communications Policies• Acknowledgement/Correspondence Policy• Publicity Guidelines• Branding/Style Guidelines
– Other Policies
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Readiness Assessment
“I would rather have a good plan
today than a perfect plan two
weeks from now.”
- George S. Patton, Jr., United States
Army General
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
George S. Patton as portrayed by George C. Scott
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AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Gift Documentation
• Documentation of Donor Intent
• Types of Documentation
– Pledge Agreements– Donor Agreements/MOU’s– Gifts-in-kind
• Compliance with Organizational Policies
• Legal Considerations
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
![Page 19: AASP Presentation-2](https://reader036.fdocuments.in/reader036/viewer/2022062320/55c08d13bb61ebc5778b46ad/html5/thumbnails/19.jpg)
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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“The nicest thing is to open the newspapers and not to find yourself
in them.”
- George Harrison, musician
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Educating Staff
• Reporting Standards
• Acceptable (Legal) preferences
• Policies
• Procedures
• Other
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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“Education is the key to unlock the
golden door of freedom.”
- George Washington Carver,
educator
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Helpful Resources
• CASE.org
• SupportingAdvancement.com
• ADRP.net
• FundSvcs.org
• Other Resources
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
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Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
![Page 25: AASP Presentation-2](https://reader036.fdocuments.in/reader036/viewer/2022062320/55c08d13bb61ebc5778b46ad/html5/thumbnails/25.jpg)
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“The ONLY failure is not to try.”
- THE George Clooney, enough said
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AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Thank you!
Mark LongoDeputy Director, Strategic Development Services
Georgetown [email protected]