Grow Your Foundation –Critical Steps for Success

Ally Effler, Director of Philanthropy, Metroparks ToledoJenny Goldberg, CFRE, Senior Advisor, Aly Sterling PhilanthropyFebruary 3, 2020

IntroductionsMetroparks Toledo

andAly Sterling Philanthropy

Welcome and Introductions

Grow Your Foundation – Critical Steps for Success

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Our Agenda1. Exercise2. Value of Private Philanthropy3. Are you well positioned?4. Developing a Plan for Success5. Common Speed Bumps and Opportunities6. Final Exercise7. Q&A

Exercise

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1. Three reasons why people love your parks.

2. Three things ‘blue sky’ wishes for your parks if you had the resources

… Hold on to this list

A little bit about Metroparks Toledo

16 Parks + 2 more12,000+ Acres

172 Miles of Trails5.5M Visits in 2019

Why Philanthropy in a Public Park System?

The Power of Public-Private Partnerships

BuildingToledo’s Tomorrow

AccessConnectivity Experiences

Metroparks Vision

Are You Well Positioned?

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Developing a Plan for Success

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Metroparks Toledo - A Case Study

Aly Sterling Philanthropy Assessment:• Purpose of the Foundation, how funds will be used,

impact• Potential projects (mini- case for supports)• Stakeholder selection and interviews• Audit of current fundraising activities and infrastructure• Board engagement• Deliverables – recommendations, stakeholder feedback,

draft strategic fundraising plan

Developing a Plan for Success

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Metroparks Toledo - A Case Study

• Foundation board member P&Ps• Board member recruitment• Executive Search for a Director of Philanthropy

Developing a Plan for Success

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With a Vision in Place, What to Focus on First?

#1: One Important Project. • Treehouse Village Capital Campaign • Quick, Big Win and Belief in Vision

#2: Building the Base. • Annual Fund / Membership• Treehouse Village Campaign

#3 Establish a Strong Foundation for the Future• Stewardship• Legacy Giving

Focus #1: One Important Project.Cannaley Treehouse Village

Campaign

$1.5m $1.6m+ 700+The Treehouse Village

Fundraising GoalAnd Counting Supporters

—The first Metroparks project funded with private donations

The Power of the Capital Campaign.

Jump Start!

• Create Visibility

• Create Belief in Vision and Capabilities

• Identify and engage new volunteers and supporters

• Develop and modify your systems• Gift Processing• Communications• Stewardship

• LEARN & INTERATE!

Not Building a Treehouse Village?

Come back to

Come Back To…

1. Three reasons why people love your parks.

2. Three things ‘blue sky’ wishes for your parks if you had the resources?

3. What makes you unique?

Building Your Base – Annual Fund and Membership

Backbone of Your Program

• Who Already Loves your Parks?• Volunteers• Staff• Walkers, Birders, Runners etc.• Current Donors

• How can you reach them?• Mail, Email• Meet them!• Partner

• How can you stay connected?

Establish Your Foundation for the Future

• Stewardship• Consistent• Meaningful• Unique

• Legacy Giving

Exercise

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1. Revisit the lists you created:3 reasons why people love your parks3 projects/wishes that can become a reality with private philanthropy support

2. Now, begin to create your immediate action items:Strategy and InvestmentBoard and Leadership (buy in)CultureStewardshipAccountability

Exercise

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1. Revisit the lists you created:3 reasons why people love your parks3 projects/wishes that can become a reality with private philanthropy support

2. Now, begin to create your immediate action items:Strategy and InvestmentBoard and Leadership (buy in)CultureStewardshipAccountability

Questions?Thank You!