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Advancement Office:101

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This is a presentation that Barbara Ann Shotwell and I conducted for Catholic School Advancement Day on April 12, 2010 in the Diocese of Allentown.
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ADVANCEMENT OFFICE 101 Presentation by James S. Friend, Jr. Director of Development, Diocese of Allentown and Barbara Ann Shotwell Asst. Director of Development. Diocese of Allentown Advancement Day, April 12, 2010
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Page 1: Advancement Office:101

ADVANCEMENT OFFICE 101

Presentation byJames S. Friend, Jr.

Director of Development, Diocese of Allentown

andBarbara Ann Shotwell

Asst. Director of Development. Diocese of Allentown

Advancement Day, April 12, 2010

Page 2: Advancement Office:101

ADVANCEMENT OFFICE 101

Introductions Name, School, Position What do you want to get out of today’s

workshop?

Page 3: Advancement Office:101

ADVANCEMENT OFFICE 101

Hiring a Qualified Advancement Director

Part-time vs. Fulltime (Weigh the Options) Part-time no Admin support Part-time with Admin support Part-time / Admin support / Principal support Part-time / Admin support / Principal support

/ Pastor support

Page 4: Advancement Office:101

ADVANCEMENT OFFICE 101

Hiring a Qualified Advancement Director Part-time Advancement Person’s Focus

Board Development Major Gifts Annual Fund

Principal, Marketing Committee and Admin support should be able to fill in some of the marketing in this instance.

Page 5: Advancement Office:101

ADVANCEMENT OFFICE 101

Hiring a Qualified Advancement Director

The Resumes Marketing / Development Experience? Why do they want this job? How long will they last in this position? Length of stay at previous jobs? Experience in Education? Experience of Catholic Education?

Page 6: Advancement Office:101

ADVANCEMENT OFFICE 101

Hiring a Qualified Advancement Director The Interview

Appearance Are they articulate? Do they make good eye contact with you? Do they present themselves well? What is their experience of Church? Do they have energy? Can they “read” you?

Page 7: Advancement Office:101

ADVANCEMENT OFFICE 101

Hiring a Qualified Advancement Director

Making the Job Attractive Flexible Hours? Work from home? Education benefit at school? Vacation time Tuition reimbursement for continuing

studies?

Page 8: Advancement Office:101

Non –Revenue Board Development /

Volunteer Management Advancement Operations Constituent Relations Communications / PR Strategic Planning Research Stewardship of Donors

Revenue Recruitment Special Events Annual Fund Major Gifts Capital Campaign Planned Giving

ADVANCEMENT OFFICE 101

The Advancement Model

Page 9: Advancement Office:101

Individuals$229.28

75% Foundations$41.21 13%

Bequests$22.66

7%

Corporations$14.55%

2008 Charitable Giving Total = $307.65 billion ($ in billions)

9Source: Giving USA Foundation™ / Giving USA 2009

Page 10: Advancement Office:101

Environmentand Animals

$6.582%

Foundations$32.65

9%

HumanServices$29.64 9.7%

InternationalAffairs$13.34%

Arts, Culture, and Humanities

$12.794%

Public-Society Benefit$23.88

8%

Unallocatedgiving$23.677.7%

Health $21.67% Religion

$106.89 35%Education

$40.94 13%

Types of Recipients of Contributions, 2008 Total = $307.65 billion ($ in billions)

10Source: Giving USA Foundation™ / Giving USA 2009

Page 11: Advancement Office:101

PRIORITIZE YOUR TIME

To Know You Is To Love You Individuals give most money People Give to People Building relationships pays off Grants mostly for innovation

ADVANCEMENT OFFICE 101

Page 12: Advancement Office:101

PRIORITIZE YOUR TIME Special events require more time

and money than they’re worth Businesses will give only if:

School’s mission meshes with their own

They can get publicity Their employees benefit

ADVANCEMENT OFFICE 101

Page 13: Advancement Office:101

PRIORITIZE YOUR TIME 90:10 Rule Utilize Board/volunteer’s skills Look for outside resources Professional Development

ADVANCEMENT OFFICE 101

Page 14: Advancement Office:101

What can the Diocese offer?

Assistance in developing: Annual Fund Planned Giving Materials and Presentation Eastern PA Scholarship Foundation School Advancement Plan Web / E-Marketing Assistance / Social Networking Brochure Development Prospect Researching (Wealth Engine) Foundation Research Tool: Foundation Center

Online Interviewing Development Professionals

ADVANCEMENT OFFICE 101

Page 15: Advancement Office:101

James S. Friend, Jr.Director, Office of Stewardship & Development

610-871-5200 Ext. [email protected]

Barbara Ann ShotwellAssistant Director, Office of Stewardship & Development

Eastern PA Scholarship Foundation610-871-5200 Ext. 244

[email protected]

Nicole GingrichSchool Advancement Coordinator

Office of Stewardship & Development610-871-5200 Ext. 215

[email protected]

Diocesan Office of Stewardship and Development

Contact Information


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