Office of Advancement
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Transcript of Office of Advancement
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Office of Advancement
Fund Development
March 14, 2012Presenter:Colleen Lathan
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Overview of Presentation
Function of Fund Development
Elements of Success
Fund Development’s Role in supporting the Athabasca River Basin Institute
Accomplishments
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Functions of Fund Development
• Relationship Building
• Capacity Building
• Resource Building
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Relationship Building
Alumni
Students
Deans, Faculty &
Staff
GovernmentCorporate
Associations &
Foundations
Individuals
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A Philanthropic Culture
Organization/Institution
CommunityAdvancement & Development
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Capacity Building
Greater awareness and understanding
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Resource Building
Sufficient charitable gift resources to support people, programs, infrastructure and research
Recruitment of volunteers
Annual, Major and planned giving Campaigns
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Donor Centred Philosophy
DONORDONOR
Respect
Engagement Good Service
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VisionMission Mandate
Strategic Direction
Priority Needs(Case)
Identification Review Cultivation
Solicitation
Negotiation
Recognition
Stewardship
Donor & Volunteer
InstitutionalLeadership
Faculty/staff/ Internal champions
Development Team Volunteers, Faculty, Staff
NE
ED
PL
AN
TE
AM
Critical Elements of Success
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Ingredients For Success
An inspiring, timely ARBRI mission and vision statement
A developed long-range strategic plan for ARBRI
Emphasis on programs/projects (and budgets) which support ARBRI’S mission and vision
Clear, concise and compelling case for support- proposal
Strategic engagement and charitable gift leadership from ARBRI Faculty/Director
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Ingredients for Success
• Teamwork on the part of the VP Academic, VP Advancement, Director of ARBRI and Fund Development staff
• Meaningful engagement of influential volunteers
• Recognition and Stewardship of donors
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Key Roles for ARBRI Leadership1. Serve as the chief ARBRI
spokesperson2. Engage Faculty and staff3. Actively steward a portfolio of 5 -
10 major donor prospects4. Articulate a compelling strategic
vision for the future of ARBRI5. Support Advancement staff
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Key Roles For Fund Development1. Prepare the infrastructure, and the database2. Prepare the preliminary and final case
statements for ARBRI3. Organize and coordinate the moves process
and volunteers, or faculty leadership4. Implement the solicitation plans5. Communicate progress, milestones and
successes
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Positive Outcomes
Increase levels of gift income
Strengthen the brand of Athabasca University and the Athabasca River Basin Research Institute
Engage a committed group of volunteers
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Accomplishments
• RBC support to the Community Engagement Project
• Imperial Oil to BARBI project
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Quote
“Fundraising isn’t a simple process of begging –
It is a process of transferring the importance of the project to the
donor”
- Hank Rosso
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Thank You
Colleen LathanSenior Institute Advancement
Officer