PROPOSAL FOR SERVICE FEASIBILITY STUDY€¦ · • Governmental strategies B. PROJECT TEAM Russ...

PROPOSAL FOR SERVICE FEASIBILITY STUDY

CITY OF DUBLIN PERFORMING ARTS CENTER

JULY 14, 2017

THE HODGE GROUP 6724 PERIMETER LOOP ROAD

SUITE 200 DUBLIN, OHIO 43017

(877) 990-3005 WWW.HODGE-GROUP.COM

The Hodge Group 2 Proposal for Service City of Dublin Performing Arts Center July 2017

PROPOSAL FOR SERVICE

CITY OF DUBLIN PERFORMING ARTS CENTER QUALIFICATIONS The Hodge Group (THG) is excited to have the opportunity to work with the City of Dublin,

Ohio University, Dublin Arts Council and Crawford Hoying to conduct a feasibility study. This

study will work to assess the outcome of a potential Performing Arts Center in the up-and-

coming Bridge Street District of Dublin, Ohio. The proposed Performing Arts Center would

serve as a home to Ohio University’s College of Performing Art’s Professional Theater

Company, Tantrum, as they establish a year-round performance season. THG would assess the

potential for giving and the overall attitude about the possibility of a Performing Arts Center in

Dublin.

The Hodge Group has been a part of some of the most significant performing arts and culture

initiatives in Ohio and nationally. Some would include:

• The Shuster Performing Arts Center – Dayton, OH

• Golisano Children’s Museum – Naples, FL

• Bayshore CAPA – Naples, FL

• Thurber House – Columbus, OH

Additionally, we are involved in working with the Southeastern Ohio High School for the Arts

initiative, which is a partnership with Ohio University and Zane State College and not related to

performing/culture arts we were the lead fundraising counsel for the Dublin Methodist Hospital

on behalf of Ohio Health.

We have grown to merge the best of philanthropy with public funding, social impact investing

and financial instruments to create a one of a kind approach to the philanthropic marketplace.

Specific examples of successful campaigns include:

1. Ruth Ellis Center, Highland Park, Michigan, we led a transformative campaign for the

largest facility of its kind in the country that has a residential program for LGBTQ youth


in the foster care and juvenile justice system. By teaming them up with IFF a mission

driven lender, the impact of their campaign will be immediate.

2. Cristo Rey Columbus High School, Columbus, Ohio, we have concluded our work

with the first new Catholic Diocese high school in downtown Columbus determining the

potential and strategies for philanthropic income as it came along side a complex tax

credit financing structure.

3. Tri-County Board of Recovery and Mental Health Services, Troy, Ohio, in the field

of behavioral health, we are working to create a one of a kind, one-stop facility, One

Wellness Place. It is believed that this initiative will be a part of the state capital budget,

one of several clients we are confident will be successful in the process. Additionally,

CareSource, Dayton Ohio views this project as a priority. This is an example of a cutting

edge public/private partnership.

THE HODGE GROUP The Hodge Group, a member of the Giving Institute, is one of the predominant philanthropic

consulting firms in the nation. Russ Hodge, CFRE, Principal, leads a talented team of associates

with many years of combined development, consulting, business, creative and administrative

expertise. Russ and his team have successfully conducted numerous feasibility studies, and

capital, endowment and comprehensive campaigns for national clients. Russ Hodge, Principal,

lives in Dublin, Ohio and The Hodge Group is located in Dublin, Ohio.

A. QUALIFICATIONS AND EXPERIENCE

The Hodge Group provides comprehensive feasibility study execution including, but not

limited to, system development, case statement development, prospect research, database

management, data analysis and presentation. The firm offers comprehensive

implementation of projects including residential, weekly and monthly counsel, and

specialized counsel in the fields of government relations, research and both public and

private grantsmanship.

Additional resources available from THG include expertise in the areas of:

• Planned giving


• Information management

• Strategic planning

• Change management

• Grantsmanship

• Volunteer training

• Case and message development and training

• Social media

• Branding and marketing

• Governmental strategies

B. PROJECT TEAM

Russ Hodge, CFRE – Lead – averages three to five active clients

Russ Hodge has over 35 years of fundraising experience. Throughout the years, Russ’

hands-on management style and innovative fundraising techniques have helped The

Hodge Group raise more than $500 million for a variety of organizations. Russ is often

sought out as a key speaker at fundraising conferences locally and nationwide, and is a

member of both the Giving Institute and Association of Fundraising Professionals (AFP).

In 2010, Russ Hodge presented at American Library Association (ALA) on “Philanthropy

and its Relationship with Government Financing” and at the Foundation Center in

Cleveland and Columbus on “Individual Donors, Building a Genuine Relationship.” Russ

is the past recipient of AFP’s Fundraiser of the Year for Central Ohio and an AFP Master

Trainer.

Curt Reph – Co Lead

Curt currently serves as Senior Counsel with The Hodge Group. Curt has led and

contributed to many successful campaigns throughout his eighteen-year career as a fund-

raising consultant. The campaigns Curt has been involved in ranged in size from

$650,000 to $20 million. Curt started his fund-raising career as a partner with The Suddes

Group where he managed campaigns for Chambers of Commerce and regional economic

development organizations (EDC’s). He continued his work as a partner for Capital


Funding Strategies, which merged with Resource Development Group. Curt learned the

art of not-for-profit consulting with Russ Hodge as a team leader and part of the

consulting team for 35+ projects/campaigns. Curt worked as the Director of Development

at the Austin E. Knowlton School of Architecture at The Ohio State University where he

helped fund a $500,000 scholarship in the name of a former school director.

Sharon Schreiber – Brand Management

Sharon Schreiber serves as Director of Brand Marketing for The Hodge Group team. She

has over 20 years of experience in philanthropy, branding, marketing and public

relations. Sharon has been a consultant for the past 16 years, working with nonprofit

organizations, government, associations, foundations, small to mid-size business, as well

as Fortune 500 consumer brands such as Wendy's, Kroger, Bob Evans Farms, and

Redbox. She has also worked with a global pharmaceutical manufacturing company on

work and safety issues. She specializes in working with startup organizations and new

project initiatives including launching a $20 million campaign to build a Paul Newman

Hole in the Wall Camp for seriously ill children.

Ellen Ticktin – Grants and Research

Since beginning her private practice as a grantwriter and fundraising consultant in 1996,

Ellen Ticktin has worked with over 50 nonprofit agencies in Greater Cleveland. Her work

has involved developing grant proposals for programs and strategies for successful

capital and endowment campaigns. Prior to working as a consultant, she spent 21 years

as a professional in the nonprofit field, including the American Heart Association, Ohio

Civil Rights Commission, Jewish Family Service Association of Cleveland, and the

Jewish Community Federation, where she was the Assistant Director of Endowments and

Foundations. She has been an Instructor in proposal writing seminars sponsored by the

Foundation Center of Cleveland and Grantmakers Forum.

With a long-time interest in writing and journalism, Ellen completed her undergraduate

work in 1969 at Barnard College where she was awarded the Columbia University Press

Prize for her writing on the college newspaper. In 1977, she completed her graduate


studies in Social Work at Case Western Reserve University’s Mandel School of Applied

Social Sciences. (Please refer to A.1 through A.4 for complete resumes).

SERVICES The following details are how The Hodge Group will work with the City of Dublin to conduct a

feasibility study. The validity of our process is in the fact that we use multiple forms of

information gathering and multiple research techniques

FEASIBILITY STUDY/PROJECT APPROACH

A. Orientation

B. Internal Assessment

C. Study Preparation

D. Study Interviews

E. Findings & Recommendations

A. ORIENTATION

This orientation will include a comprehensive overview of the City of Dublin’s plans for the

Performing Arts Center in order to equip the firm with background information with which to

carry out the study. The orientation will ultimately enable The Hodge Group to speak

knowledgeably about the project and the plans for the future of the Performing Arts Center, as

well as prepare a preliminary case statement. We make ourselves available for orientation to

become properly acquainted with your institution and its culture before we get started.

B. INTERNAL READINESS

During this time The Hodge Group will focus on capacity building and preparing for the

implementation of a comprehensive campaign. All of this is designed to ensure that the City of


Dublin has the capacity to implement a funding program as called for. (Please see Appendix A.3

for a sample list of assessment items)

C. STUDY PREPARATION

There are three primary steps involved in study preparation: Case Statement Development,

Questionnaire Formulation and Survey Group Selection.

Our study preparation is designed to prepare for work that is both philanthropic and political.

During this process, the firm is examining the project as a whole and identifying income sources

within the total project. We will take a very comprehensive view and examine multiple funding

streams.

Case Statement Development

THG will work with the leadership of the key stakeholder groups, referred to herein as the

Stakeholder Group for convenience, to further develop the case statement and prospectus for a

new facility that demonstrates the projects ROI and how it impacts the mission of the City of

Dublin’s Performing Arts Center long-term. They are:

• City of Dublin, Ohio University, and Dublin Arts Council staff

• Donors

• Key stakeholders

• Key foundations

Written from the stakeholders’ viewpoint, the case statement will document the organization’s

need for funds. For study purposes, the case statement is designed to be brief, easy to read and

persuasive—a carefully worded statement designed to spur input and open dialogue.

THG recommends that the case statement be amended to reflect the comments and input

obtained during the interview process from the Stakeholder Group. In this manner, the case for

support is formulated based on internal and external knowledge and perceptions. Through the


study process, the case statement will become a document that is not only the City of Dublin’s

case for support but also a community document and a plan for the future.

Questionnaire Formulation

The questionnaire will be used to guide each interview. Although extemporaneous comments

and conversations take place during the interviews, responses to the interview questions will be

tracked and compiled, forming the statistical basis for the study recommendations.

Obviously, many fundraising questions must be asked during each interview. However, the

questionnaire will also be used to gain community insight and knowledge about the Performing

Arts Center from a perspective that is broader than funding availability. The development of the

questionnaire is critical to the information-gathering process, as it allows for the process to be far

more dynamic, thereby creating meaningful results.

Survey Group Selection

THG will work closely with the City of Dublin, Ohio University, and the Dublin Arts Council’s

staff to define the demographic groups to be surveyed and the number of people to interview

from each group. An estimated 25 one-on-one interviews in person and by phone will provide an

adequate representation to extrapolate the needed information for a successful study. We will do

WealthEngine™ and other research as is needed.

THG believes that the following groups should be considered for an interview. They will be both

local and state wide:

• City of Dublin

• Prospective major donors

• Stakeholder Group

• Leadership

• Foundations

• Potential funders


• Financial institutions

• Corporations

• Community leaders

• Others who may have an important contribution to the study outcome

D. STUDY INTERVIEWS

The interviews will be scheduled by representatives of the City of Dublin at the convenience of

each interviewee and will last approximately 45 to 50 minutes. To be cost effective, a minimum

of five interviews per day is recommended. The interviews are conducted one-on-one in an

atmosphere of privacy. The interviewee will be presented with the case statement for review.

Attitudes toward the Performing Arts Center and funding will be determined. Phone interviews

will be used when necessary.

Immediately following each interview, THG will prepare notes detailing interviewee responses.

Comments, responses and suggestions regarding the Performing Arts Center will be documented

for use when compiling study data and preparing recommendations. We share what the

interviewees said in a collective philanthropic capacity. We do not share what each individual

indicated they may or may not give. We are testing case, message, availability and methodology.

We will share the spirit of interviews with you to the best of our ability. We are seeking

identifications of reasonable funding sources for this project.

E. FINDINGS & RECOMMENDATIONS

When completed, the study will be divided into two sections: Findings and Recommendations.

Findings At the conclusion of the interview process, a comprehensive review of all data will be

undertaken. This review will examine subjective responses, as well as statistical conclusions

drawn from the multi-faceted research that was conducted. Our findings are substantiated

through the test of reasonable availability through the interview process as matched against a


chart of standards. We must have sufficient inventory in each giving category to determine the

potential of the project.

The findings will be compiled into a document that will have an in-depth review of the following

issues:

• What is the role of philanthropy short and long term?

• What is a realistic philanthropic fundraising goal?

• What degree of financial and volunteer support exists?

• What are the principle sources of funding?

• What type of fundraising and cultivation activities should be implemented?

• What new sources of funds have not been identified?

• Is the staff of the City of Dublin, Ohio University, and the Dublin Arts Council

willing to invest the time required for campaign success?

• Who are the key donor prospects?

• What is an appropriate timeframe for the campaign?

• How is the project perceived in the community?

• Are the resources in place to run a campaign?

• What is the relationship of the project to any levy?

Recommendations and Deliverables

The recommendations that are developed based on the findings are what move an organization

forward. THG will include goals and action steps based on the information drawn from the study.

Some items included in the recommendation section are:

• Appropriate overall campaign budget and philanthropic campaign goal, including

potential number and size of gifts

• Core strategies, goals and objectives through collaboration with the campaign

staff and other leaders

• Timeline for implementation including a plan to establish and maintain records of

campaign activities


• Cultivation strategies

• Clarified staff, Committee and volunteer duties and requirements

• Identified key areas of staff, Committee and volunteer training to be executed

later

• Communication strategies for the execution of the campaign

• On-going funding

• Campaign training

The Hodge Group will make several presentations of the recommendations and action steps to

the City of Dublin and other stakeholder groups at the conclusion of the study as necessary. The

outcome of this would be the development of an overall finance strategy.

PROJECT COST The fee for service for the finance capacity study is $28,000 excluding travel expenses one-half

($14,000) due upon project execution and the final one-half ($14,000) at final presentation.

In addition the estimated cost for the case statement from initial preparation to final print is

$2,400.

Respectfully submitted,

07/14/2017 Russell L. Hodge, CFRE Date


APPENDIX A.1 RUSS HODGE, CFRE – RESUME A.2 CURT REPH – RESUME A.3 SHARON SCHREIBER – RESUME A.4 ELLEN TICKTIN - RESUME A.5 SAMPLE LIST OF INTERNAL ASSESSMENT ITEMS A.6 SAMPLE TIMELINE A.7 REFERENCES


A.1 RUSSELL L. HODGE, CFRE Russ currently serves as Principal for The Hodge Group, one of the fastest growing fundraising

consulting firms in the nation. His hands-on management style and innovative fundraising

technique has been the blueprint for his success in achieving philanthropic goals for a variety of

organizations.

Prior to founding THG, Russ held political fundraising staff positions in two gubernatorial

campaigns in Missouri and Nebraska. In addition, he has served as a consultant on a third

gubernatorial campaign and one presidential campaign as well as served as the deputy director of

the Ohio Republican Party Finance Committee. Russ’ vast array of resources and solid-

networking abilities has earned him a nationally recognized track record in the fundraising arena.

• Provided leadership for approximately fifty campaigns with goals that ranged from $20M to $50M

• Recruited, trained and hired more than fifty senior development officers for various organizations

• Successfully directed the completion of grants to many national foundations

• One of the youngest Americans to successfully climb Mount McKinley

• Has completed two marathons

• He has a passion for agriculture, Russ owns and manages farms in Western Nebraska A native of Scottsbluff, Nebraska, Russ holds a Bachelor of Arts degree in Political Science from

Westminster College in Fulton, Missouri. He is involved in the Association of Fundraising

Professionals (AFP), a member of the Giving Institute and is a past AFP Professional Fund

Raiser of the Year. Russ was named as a member of the U.S. State Department Delegation to

Slovenia NGO (Non-Governmental Organizations) and is a nationally recognized lecturer and

instructor in philanthropy. He is currently an instructor in the Not-for Profit Management

Certificate Program for The Ohio State University and for The Foundation Center in Cleveland,

Ohio. Russ is an Association of Fundraising Professional (AFP) Master Trainer.


A.2 CURT REPH Curt currently serves as Senior Counsel with The Hodge Group. Curt has led and contributed to many successful campaigns throughout his twenty-five year fund-raising career. The campaigns Curt has been involved in ranged in size from $650,000 to over $20 million. Curt began his fund-raising career as a partner with The Suddes Group where he managed campaigns for Chambers of Commerce, local and regional economic development organizations (EDC’s) and large Catholic High Schools. He continued his work as a partner for Capital Funding Strategies/Resource Development Group. Curt truly learned the art of not-for-profit consulting with Russ Hodge as a team leader and part of the consulting team for 50+ projects/campaigns. As Director of Development for the Austin E. Knowlton School of Architecture at The Ohio State University, Curt helped fund a $500,000 scholarship in the name of a former school director as well as regularly meeting with alumni and friends of the school.

• Provided counsel to more then 50 not-for-profit organizations • Has made more than 5,000 personal solicitation calls • Has completed more than 3,500 leadership interviews for feasibility and assessment studies • Delivered successful solicitor training sessions and development techniques for volunteers • Strong background in marketing and lobbying

Selected Project Experience

• Austin E. Knowlton School of Architecture, The Ohio State University - OH • Northwest LA Economic Development Corporation - LA • Pensacola Florida Chamber of Commerce - FL • Saint Viator High School – IL • Marian Catholic High School – IL • Walsh Jesuit High School – OH • Muskingum Valley Council, Boy Scouts of America - OH • Dorothy Love Retirement Community - OH • Economic Community Development Institute - OH • Westminster Presbyterian Church - OH • Camp Siloam – AR • Ohio Soybean Council – OH • Sorg Opera House – OH • The Augusta Chiwy Foundation – OH • Tri-County Board of Recovery & Mental Health Services - OH

Curt attended The Ohio State University and earned his Bachelor of Science degree in Applied Communication from Franklin University in Columbus, Ohio. Curt is married to Jean and has two adult daughters.


A.3 SHARON SCHREIBER Sharon Schreiber serves as Senior Counsel and Director of Brand Marketing for The Hodge Group. She has over 20 years of experience in philanthropy, branding, marketing and public relations. Sharon has been a consultant for the past 16 years, working with nonprofit organizations, government, foundations, small to mid-size business, as well as Fortune 500 consumer brands such as Wendy's, Kroger, Bob Evans Farms, and Redbox. She specializes in working with startup organizations and new project initiatives including launching a $20 million campaign to build a Paul Newman Hole in the Wall Camp for seriously ill children. Prior to starting her consulting firm, she served as the executive director for the Licking County Foundation, increasing the assets of the foundation by 200% and initiating proactive grant making to meet community needs; executive director of the Thomas J. Evan Foundation, a private foundation; and executive director for The Ohio State University Newark branch campus, where she managed and allocated funds for a $5 million endowment. In addition, she served as the director of public relations for the University of Florida Health Science Center where she was responsible for the opening of a multi-specialty physician clinic. Sharon began her career opening a branch office in Naples, Florida for then, one of the largest public relations firms in central Ohio. Sharon has served in leadership roles for community hospitals, and both the United Way and the American Heart Association. She attended Clemson University for two years before transferring and graduating from The Ohio State University with a bachelor's degree in Journalism with an emphasis in public relations. Sharon is a member of the Public Relations Society of America and the Cause Marketing Forum. She is an avid reader and studies industry trends in marketing, philanthropy and branding. Areas of Expertise: Brand Management Marketing Communications Social Marketing Cause Marketing Partnership Development Strategic Planning Prospect/Donor Engagement Board Training and Development Campaign Planning Public Relations Development/Fundraising


A.4 ELLEN TICKTIN Since beginning her private practice as a grantwriter and fundraising consultant in 1996, Ellen

Ticktin has worked with over 50 nonprofit agencies in Greater Cleveland. Her work has involved

developing grant proposals for programs and strategies for successful capital and endowment

campaigns. Prior to working as a consultant, she spent 21 years as a professional in the nonprofit

field, including the American Heart Association, Ohio Civil Rights Commission, Jewish Family

Service Association of Cleveland, and the Jewish Community Federation, where she was the

Assistant Director of Endowments and Foundations. She has been an Instructor in proposal

writing seminars sponsored by the Foundation Center of Cleveland and Grantmakers Forum.

With a long-time interest in writing and journalism, Ellen completed her undergraduate work in

1969 at Barnard College where she was awarded the Columbia University Press Prize for her

writing on the college newspaper. In 1977, she completed her graduate studies in Social Work at

Case Western Reserve University’s Mandel School of Applied Social Sciences.


A.5 SAMPLE LIST OF INTERNAL ASSESSMENT ITEMS Leadership Board Manuals & Bi-laws Board List & Contact Info Staff Manuals & Job Descriptions Employee Policies Prospective Board & Nominating Process Strategic Plan Departmental structures and budget for: Branding Marketing Development Collateral Materials Newsletters Information brochures Advertisement copy Media copy Cross-constituent communications to include: Thank you letters Fundraising materials Event invitations Marketing/information catalogues Caretaker/Family communications Commemorative opportunities Honor and Memorial samples Marketing and Branding Brand standards manual Policies and Procedures for: Line of Communication Social Media Web-posting Public Relations Branding with Constituent Communication Constituent Management Relationship management software for marketing and development: Functions Use Cross-communication Strategy Philanthropy Policies and Procedures for: Gift Acceptance Investment Commemoration Gift Tracking

Risk Management Staffs cross training for transfer of knowledge mitigation Emergency Plan Contact Information (Staff & Volunteer) Press Plan Events Overview of Events Purpose Budget Return/Outcome Guest Lists

THE PROPERTY OF THE HODGE GROUP


A.6 SAMPLE TIMELINE

WEEK1 2 3 4 5 6 7 8

Orientation & Review

Case Statement & �Questionnaire Preparation

Study Interviews

Report�Writing

Presentation of Report & �

Recommendations

Sample Feasibility Study Timeline

Interviewee �Selection & Scheduling


A.7 REFERENCES

Tri-County Board of Recovery and Mental Health Services Mark McDaniel Executive Director 1100 Wayne Street Troy, OH 45373 (937) 335-7727 ext. 205 [email protected]

Ruth Ellis Center Jerry Peterson Executive Director 77 Victor Street Highland Park, MI 48203 (313) 680-3302 [email protected]

Southeastern Ohio High School for the Arts Chad Brown President Zane State College 1555 Newark Road Zanesville, OH 43701 (740) 588-1201 [email protected]

Example of successful client – Power point and case statement for Tri-County Board of

Recovery and Mental Health Services provided. Full study may be available upon request.

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