As kids of all ages head back to school full of energy and great expectations, we in the world of higher education fundraising are gearing up to meet the challenges of the new school year as well. Here at the Woolbright Group, we're ready to help you meet those challenges, starting with this issue of "Bright Ideas.

This month we bring you advice from Penny Hunt who understands the dynamics of working with your deans to help them become engaged and effective advocates for your fundraising program. Next, Cynthia Woolbright applies this concept in a discussion of how to cultivate fundraising skills among reluctant board members. Also, a Q & A with Anne Berry will provide you with important advice about how to continually hone your own skills and stay connected as a fundraising professional. And last, welcome to our new and returning clients.

As always, we appreciate your interest and welcome your feedback. Please feel free to contact us at: info@woolbrightgroup.com.

 
 

In This Issue

 
 

 

 

 

 

 

 

 



 

 



Deans and Development: Creating a Winning Combination

Deans and Development: Creating a Winning Combination
By Penny Hunt, Vice Chancellor for Development for the University of Illinois at Chicago and Principal, The Woolbright Group

Deans ascend to their leadership roles because they have excelled as academics and administrators. Rarely have they had much engagement in fundraising, yet as deans they are expected to play a significant role in the development efforts of the college. A quick scan of the position postings in major trade publications shows that almost every ad for a dean position includes mention of development responsibilities.

There was a time when the divide between academics and fundraising was vast. But in today's world of shrinking resources, savvy deans recognize that philanthropy is an important part of the financial mix of their college. They engage in the development program because it offers them a source of income that can have a significant impact on their ability to enhance their program.

Deans are also often thinking of their own futures as they get involved in development: provosts and presidents are expected to be comfortable and skilled fundraisers. Deans who want to be successful candidates for top positions in a few years are often interested in honing their development skills now.

A dean's role in development can be powerful. Often the dean's vision and endorsement of a project is more important to a donor than the president's, because it is the dean who will make the project a reality. Donors want to know their college's leader, and a visit with the dean can be a powerful step in moving a relationship forward toward a gift.

Development professionals play an indispensable role in helping deans maximize their effectiveness in development.   Providing a development orientation for new deans helps them get a sense of their role, the time they should expect to commit to development, and how they fit into the big picture of development at the university.  

Deans are often eager to participate in development training. Development conferences for deans regularly sell out, and academic conferences now often include sessions on development. Providing specialized training for your deans on your campus can be a great way to ensure that they are getting the support they need, in the areas that will be most relevant to their work in your program. Group training promotes camaraderie among the deans, and often newer deans can learn directly from their more experienced colleagues. These sessions are also an opportunity for the development staff to be an integrated part of the deans' learning process.

Training your deans is one of the best investments you can make in the success of your program. An engaged and effective dean is a powerful advocate for your program, and a meaningful partner for your donors.

*  *  *

The Woolbright Group provides comprehensive consulting services, which includes leadership training for deans and the development directors with whom they work. For more information, please call Cynthia Woolbright at 585.787.0325, or e-mail us at info@woolbrightgroup.com

 


"And, I won't ask for money!" said the trustee.

"And, I won't ask for money!" said the trustee.
By Cynthia Woolbright

This is often the response we hear from board members when the topic of raising philanthropic support arises. Generally speaking, board members often feel fundraising is not their role, believing it to be the responsibility of the president, ceo, or the vice president for development.

So, what can we do to help our board members feel more comfortable asking donors to support our colleges, universities and non-profit organizations?

First, the responsibility of advising and informing board members of their fiduciary role starts with the cultivation and recruitment of potential members. At this early stage, it is a matter of discussing the financial perspective of your organization, including whose responsibility it is to raise private support.

Next, it is important to define fundraising, along with other board responsibilities, as a board member's opportunity to act as ambassador and advocate for the organization. Assuming they have been asked to join the board because they bring a passion for the institution and that there is a compelling case, board members are in a position to contribute a powerful voice as your most influential advocates in the arena of fundraising for your college, university or organization. However, they must first develop skills and a level of comfort with the idea of asking donors for support.

Training board members to serve as advocates and ambassadors on behalf of your organization means offering them a strong orientation and on-going education program. Your role is to keep them informed and advised about issues, programs and activities, campus priorities, and up to date on controversial matters. This training will, in turn, give them the knowledge and confidence to give prospective donors the perspective they need in making their decision to support your institution through giving.

Some tips include:

•  Ask members to review lists of prospects and donors to help you identify potential supporters (and current supporters); how might they help cultivate and engage such individuals? Help them understand the various roles they can play.

•  Invite them to host receptions, events and other activities on behalf of your institution where they meet the president/ceo, provost/dean, faculty or other key organizational leaders; this is particularly helpful in geographic areas outside of your location; help them to understand the importance of reaching out to key prospects and donors to make sure they attend such an event.

•  Ask them to host potential donors and prospects on campus or at your organization's headquarters; serving as hosts for "donor weekends" or tours or other campus lectures, musical events, or other special programs.

•  Let them make thank you calls to donors - whether to donors to the annual fund or major gifts to your organization.

•  Invite them to join you on a visit with a donor, especially with someone who will be asked for a gift - this will allow them to demystify the "ask" as they learn the language, setting, etc. Role-play with them before your visit!

•  Keep your board members informed about your fundraising strategy, i.e., who is being targeted for a gift and why, what are the critical steps in the process, and how they as a board member can play a key role in securing a particular gift.

•  Finally, share the results with them! Encourage and coach them in their successes. Focus on their roles as ambassadors and advocates - shift the discussion and see the results.

Remember, we must help our board members understand the importance of leveraging opportunities and cultivating further support for our institutions. Their role is much greater than hosting-they can and should play an enormous role in securing the philanthropic support for the college, university or organization they have chosen to serve!  

Next issue : Board development strategies.

The Woolbright Group provides comprehensive consulting services in the areas of Board and staff development, which includes strategies for cultivating board member fundraising skills. For more information, please call Cynthia Woolbright at 585.787.0325, or e-mail us at info@woolbrightgroup.com


Q & A with Anne Berry, Vice President for Advancement at Lebanon Valley College and Principal, The Woolbright Group

To start, what would be your definition of "professional development"?

Professional development is about lifelong education in the field of advancement. It's about keeping current on trends, studying 'best practices' at other institutions, and continuing to attend conferences and seminars to hone new skills and competencies.

Would this definition change for people who are just starting out, vs. those who are mid-way into a career in development?

When you start out in a career, professional development needs to be focused on basic and mid-level skill development.   Once you've mastered skills, then it's time to really learn about managing, because those who do well in advancement usually end up leading teams of other professionals. Meanwhile, you need to continue to hone your fund-raising skills, usually at a higher-level....learning about planned giving is a good example.

As you move up the career ladder, you'll need to learn how to work closely with the organization's CEO and board, and that takes a new set of skills. And, in all of this, you always need to be on top of the issues that matter to your prospective donors, be it the economy, politics, regional events, or hot books, interesting films and international travel.  

What are some of the key options when it comes to professional advancement in this arena?

I'm a great supporter of CASE, the Council for Advancement and Support of Education. CASE provides great skill building through its regional and national conferences, and it also provides invaluable networking and professional development opportunities through its volunteer network. I've had the chance to advise the organization on trends in philanthropy, to teach new professionals about how to run a campaign, to share ideas and test new concepts on fellow volunteers, and now, to serve on its Board of Trustees.  

When I attend a conference I find that I learn something new, but I also give myself the space we all need to actually sit back and think about my own work and that of my team. There's not much time for that in the day-to-day rush of the office.  

That reminds me of the importance of serving as a volunteer, be it for a professional organization like CASE, or in your local community. Most of us lead volunteer groups in our professional lives, and there is no greater way to learn about working with volunteers than to actually serve as a volunteer yourself.  

Reading, of course, is a real necessity. I read a local and a regional newspaper, and The New York Times every day, plus the Chronicle of Philanthropy and the Chronicle of Higher Education . The Wall Street Journal makes it to the list some days, but not as often as I would like.  

I also keep up with CASE Currents, the Association of Governing Boards journal for higher education board members, and the many newsletters that are sent by advancement consulting firms. Email listservs are helpful, as are other on-line sites like BoardSource.

I read regional and travel magazines when I'm traveling, and I do confess that I read what I foolishly call "The Journal of Contemporary Culture," which is really People magazine. It may not be high concept, but it touches on some stories that capture national interest, and it's a great light read on airplanes. Time magazine makes its way into my briefcase, along with Gourmet . I am amazed by how many conversations with prospective donors start out with talk of travel and food...all covered in Gourmet .  

What were/are some of the opportunities that you have found most useful in your own career?

I swear by CASE. I can't say enough about the great resources that CASE offers, both in conferences, webinars, and books. They're topical, they provide useful up-to-date real world information from similar institutions, and the conferences are a great opportunity to network. I think that nearly every job I've held has a CASE network connection. I send my own staff to CASE conferences, and find that they come back juiced up about their work and our profession.

I'm also a great believer in the power of developing and maintaining a group of friends in advancement to whom I can turn with a thorny issue. I probably have about 10-15 people I could call on a moment's notice, and I treasure those friendships. At this point in my career our conversations are usually about staff recruitment, our own career paths, working with our presidents, and sorting out Board matters. We share our great successes with each other, and provide a sympathetic ear when things go wrong. We also kvetch about airports and airlines.   

Can you give us some tips for staying current when a job demands 100% focus and time is at a premium?

If nothing else, stay involved in some organization of fellow advancement professionals. Volunteer when you can.   Read as much as you can. And take a vacation. You can't work at top speed every day for 52 weeks each year. You need to get away, gain perspective, drink an adult beverage every now and again, and remind yourself why you believe so strongly in the power of philanthropy.  

There's another thing I do: when it seems as if nothing is going right, I go sit out on our campus, and just watch the students and eavesdrop on their conversations. I go and talk with a faculty member and ask for a little inspiration. I see and feel and touch the place I work for, and remind myself that I am one of the luckiest people in the world to be part of the field of advancement.  

Given constraints on time and resources, what would you recommend as the single most valuable resource for a person seeking professional growth?

Get a mentor. I know, it seems such a timeworn concept. But you keep hearing that because it's true. Find someone you like and respect, who is further along in their career, and ask them to have lunch with you once every six months. Go to that lunch with some problems you'd like to discuss, and end each meeting with one question:  

"If there's one thing you would suggest so that I continue to develop my career, what would that be today?"  

How large a role does mentoring play in the pursuit of developing professionally?

My career mentor was the single most important factor in my professional life. He was my first vice president, and we knew each other for nearly 30 years before he passed away. He constantly challenged me, made me think, made me solve problems before offering his own ideas, and sent me to my first CASE conference. He was my ace job reference for every important career move I ever made. I took this job at Lebanon Valley - where he eventually served as president - to thank him for everything he did for me.  

Having a person like that, who can encourage you as you learn and grow, and who then serves as coach and cheerleader when you hit your stride....well, it's everything.

How does one "find" a mentor, or does a mentor have to find you?

Well, I sure got lucky. My mentor hired me into my first job. I didn't realize he could serve in that role until he started providing me little bits of professional advice that seemed to make a difference. Then I nurtured that relationship over time. Even when I moved away, I'd make phone appointments with him to sort out problems or issues.   And in the weeks before I started my first vice presidency, I spent a weekend with him and his wife, so I could download "Everything you need to know about being a vice president" over a bottle of wine. I sort of fell into his sphere of influence, but I kept up the contacts over the years.  

How does one walk the line between pursuing professional growth and the perception that you are "putting yourself out there," i.e., looking for another position?

The best way to land your next job is to do a terrific job at the one you have. It's that simple. But, if you want to spread your wings a bit, offer to lead a session at a conference, or serve on a committee for your professional organization. You can meet a lot of people and study many different organizations, without ever sending a resume. If you can, enter your team's best work in professional award contests. That will also give you exposure. Offer to organize a gathering of professionals in your area, and then keep up those contacts.

What are the characteristics that a strong development professional should seek to nurture in him/herself?

Intellectual curiosity, an understanding of human behavior and motivations, an appreciation for the role of philanthropy and volunteers, an understanding of how to communicate in the voice of others (like your president), an ability to coach a team of advancement players, willingness to work hard and not care who gets the credit, and a very healthy sense of humor. A very, very healthy sense of humor.    

Is there anything you would like to add?

Thanks for asking these questions...this was fun.


New and Returning Client List

New and Reurning Client List

New Client List :

  • Gettysburg College, Gettysburg, PA

Providing a series of on-going staff development programs centered on ethics, ethical principals and standards of professional practices for the development and alumni relations staff.

  • Syracuse University/Student Affairs & Development, Syracuse, NY

Conducting review and assessment for enhancing the development program with parents and student affairs; providing organizational and resources recommendations for increased philanthropic support.

  • The College of Our Lady of the Elms, Chicopee, MA

Conducting an assessment of the institutional advancement program and providing recommendations for increasing philanthropic support in conjunction with members of the Board of Trustees, president and vice president; additionally, will present session on campaign readiness, benchmarking, and board participation at upcoming trustees' retreat.

Returning Clients :

  • The Catholic University of America, Washington, D.C . - continuing consultation with the annual giving program to increase leadership giving, volunteer development, undergraduate and recent graduates giving; developing strategic plan for annual giving in preparation for a comprehensive campaign.
  • Culver-Stockton College, Canton, MO - consulting in renewed staff model, staff development program and prospect strategies and management for major gifts.

*  *  *