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Working with Development to Advance Community Engagement Working with Development to Advance Community Engagement

Working with Development to Advance Community Engagement - PowerPoint Presentation

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Uploaded On 2018-02-20

Working with Development to Advance Community Engagement - PPT Presentation

Illinois and Wisconsin Campus Compacts Introductions and Overview Basics of Development Working with a CRM System Showing Impact Endowed Centers Becoming a Development Priority Working with Development ID: 633527

working development crm community development working community crm basics avoid 608 base individual president planning gift college impact vice

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Presentation Transcript

Slide1

Working with Development to Advance Community Engagement

Illinois and Wisconsin Campus CompactsSlide2

Introductions and Overview

Basics of DevelopmentWorking with a CRM System

Showing ImpactEndowed CentersBecoming a Development Priority / Working with Development Interactive Q&ASlide3

BASICS OF DEVELOPMENT

TermsProspectGrant StewardshipEndowmentCRMProspect baseSlide4

BASICS OF DEVELOPMENT

This is a different lens—not focused on institution, instead on communityCampaign vs Individual Corporate relations vs individual relationshipsWhy should development care about community engagement? (Donors want to see what the university actually DOES in the community)Development professionals as consultantsSlide5

WORKING WITH A CRM SYSTEM

What is CRM?

Who controls it?Why is it important? Slide6

SHOWING IMPACT

All funders want to know they make an impactDataStoriesSlide7

ENDOWED CENTERS

BenefitsDrawbacksHow is this different than grants?Slide8

BECOMING A PART OF PRIORITIES / WORKING WITH DEVELOPMENT

Aligned with other prioritiesWe aren’t here to say, “No.”Avoid preconceived notions about where the $ comes from

How to connect with other community priorities?Slide9

ACTION

PLAN

Pick up the phone + set up a meetingDevelop prospect base (individuals, philanthropies, corporate)Know what you want + how you’ll use the $Proposals Avoid jargon! (showcase different examples)Be open-mindedKeeping and tracking impactSlide10

Q&A

Jennifer McFarland MA’96Associate Vice President of Development and Managing Director

Office of Gift Planning

Wisconsin Foundation and Alumni Association

O: 608-308-5311 | M: 608-206-6074

SUPPORTUW.ORG/GIFT-PLANNING

Lynette Green

Associate Vice President for College Advancement

St. Norbert College

100 Grant Street

De Pere, WI 54115

920-403-3235

www.snc.edu