Transcript Slide 1

Benchmarking Survey 2007
Director of Development SIG
Nancy DeGuire, PharmD
Assistant Dean, External Relations
University of the Pacific
Stockton, California
[email protected]
Thank you, Participants!
• 24 responses
• Survey open from October 23, 2007 to
November 15, 2007
• www.freeonlinesurveys.com
• Still available for those who would like to
add to this data…
• How long should we keep this up and
available?
Issues to Keep in Mind:
• Reporting as raw data; has not been
analyzed for correlations or statistical
significance
• Analysis of correlations will take time;
Volunteers are encouraged!
• Trends are helpful to guide discussions
Why Bother?
• Benchmarking: The process of measuring an
organization’s processes against leaders in any
industry to gain insights to improve performance.
(Jason Saul, 2004, Benchmarking for Nonprofits)
• Best practices: the products of benchmarking;
innovative processes of other top-performing
organizations that make them so successful.
• Best practice: the most successful and efficient
means of achieving a particular outcome.
What to focus on?
• Choose what you want to improve through
the process
– Methods: techniques for performing a
particular activity
– Policies: guidelines that govern the way the
activity is done
– Program: organized set of activities that
delivers a service or product
Handouts with Raw Data
• Each handout page has data sets with headings and
numbers for responses.
• Lots of potential analysis for best practice
correlations…future work.
• In order to improve fundraising processes, data is
needed to begin a process of providing evidence-based
best practices.
• Publications in peer-reviewed journals are needed…this
is what the profession and academia reward and give
credibility to.
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A= Less than one year
B= 1 -3 years
C= 3 – 7 years
D= More than 7 years
E= Other
• UNI: University of Northern Iowa (MA)
• IUPUI: Indiana University, Purdue University of
Indianapolis (MA, PhD)
• Columbia University (MS)
A= AACP
B= AFP
C= CASE
D= APhA
E= ASHP
F=Other Discipline Specific
Organization
G=Other
• Additional question:
– How much, and is it sufficient?
– If not, how do you get your travel funded?
• Additional question
– Reasons?
– Do you feel it would help you?
– Would it help your dean?
• Access to Dean’s calendar offers greater flexibility for
donor visits
• Strategic planning made easier
• How do you prepare your dean for donor visits?
• Controversial in the field
• Annual targets tied to performance that result in a yearly
bonus?
• What are risks/benefits?
• Thomas J. Long School of Pharmacy and Health Sciences at
University of the Pacific, Former Regent of University and parent
• Named in 2002 for cumulative foundation and personal gifts over 20
years amounting to >$21 M for capital, endowments, scholarship
• Capital Campaign gift for New Building at time of naming: $13.5 M
• New idea: alumni donors raise money to prevent naming (Wisconsin
Business school: 85 million for 20 years
A=
B=
C=
D=
July 1 – June 30
January 1 – December 31
October 1 – September 30
Other
A= Public
B= Private
Seeing growth in formal development programs at Public Schools as
government funds are decreasing and tuition stays flat or incurs slight
increase.
Implication: more competition for corporate and foundation dollars.
• Increase in number of schools nationwide
resulted in increase in accelerated programs;
most accelerated programs are new in this
decade and are located at Private Schools.
A= None
B= Medicine
C= Dentistry
D= Nursing
E= Optometry
F= Physical Therapy
G= Other: Speech Language Pathology, PhD
• Potential implications for Pharmacy DOD’s:
– Negative impact: Dual loyalty with University Liberal Arts
program, internal competition
– Positive impact: longer educational experience at one University
may increase potential for alumni donor giving
– We can collect and review this data if it is available
A= Prospect Identification
B= Prospect Rating and Screening
C= Prospect Cultivation
D= Prospect Solicitation
E= Donor Stewardship
F= Other
Relationship between faculty or advisor and alum are emotional and
special…faculty can greatly assist in all phases of cycle.
A= Major Gift
B= Annual Giving
C= Alumni Relations
D= Marketing/P.R.
E= Events
F= Publications
G= Advancement Research
H= Prospect Management
I= Grant Writing
J= Stewardship
K= Planned Giving
L= Corporate
M= Foundation
N= Staff Supervision
O= Board Liaison
P= Advisory Council Liaison
Q= Other
Benefits:
• Aligning fundraising with strategic planning at early stage of
development; DOD credibility, help with problem-solving
• Garner faculty and staff support for development professionals
• Better knowledge and articulation of school priorities to donors
• Increased communication, appreciation of roles, and opportunities to
gain support of faculty and administrators for work of fundraising
• Faculty can interact with and appreciate role of
fundraising to overall school welfare, and better
communication encourages faculty to participate
in the fundraising process.
Proactive vs. Reactive?
Feasibility studies and Case statements?
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Questions: (slide 29)
Strengths and weaknesses
Has funding increased?
Feedback from alumni?
A= Centralized
B= Decentralized
C= Hybrid (some duties in each)
D= Other (can you describe?)
• Implications:
• Those who said no…are you in decentralized?
A= School: do you have to fundraise for your salary?
B= University
C= Shared Expense Between University and School
D= Other
• Benefit: Unit keeps funds, opportunity for donor
relations and stewardship
• Risk: more work, less focus
A= Mail
B= Email
C= Telephone
D= Other: (face-to-face was assumed)
Anyone using web programs?
• Implications: Accreditation guidelines will change this to
100% yes on next site visit. AACP has survey that they
will help administer to alumni with use of your database.
(We give it to alumni, but it is returned to AACP so it’s
more anonymous.)
A= Annually
E= Every 5 Years
B= Every 2 years
F= No Set Time
C= Every 3 years
G= Other
D= Every 4 years
Required for re-accreditation and part of assessment program at many
schools; required for site team visit and self-study, so at minimum
every 6 years or more often depending on re-accreditation cycle.
A= By School (internal)
B= By University (internal)
C= By Outside Agency (external)
D= By AACP (external)
E= By Telefund Vendor
F= Other
• Are they successful? What percent of alumni do
give at reunion time?
• What is cycle? Annual, Every 5 years?
• What is goal of this program (% increase)?
A= Alumni Newsletter
B= Alumni Magazine
C= Letter to Alumni from Dean
D= Annual Report of the School
E= Other (Web/email? What is “other”?)
A= Homecoming Alumni Event Annually
B= Alumni Reunion Event Annually
C= Alumni Receptions at State and National
Pharmacy Meetings
D= Other (What is other?)
• Getting much more costly with mailing, amount
of competition from other nonprofits…what is the
return on this program?
A= One Direct Mail Solicitation Per Year
B= Two
C= Three or More
D= Other
• Does University solicit your alumni?
• Danger of donor fatigue?
Telefund: 13 of 25 said yes
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Who are you using?
Strengths: (those who are satisfied)
Weaknesses: (those who are not satisfied)
Does the vendor let donors know the fees
associated?
• Do donors ask?
• What are the fees?
A= Extremely Satisfied (exceeding goals)
B= Somewhat Satisfied (meeting goals)
C= Satisfied (close to meeting goals)
D= Not satisfied (not close to meeting goals)
E= Unhappy (not close to goal, would not recommend)
F= Other
A= Solicitations by Email
B= Online Web Giving, No Email Solicitations
C= Online Web Giving and Email Solicitations
D= Other
(What is other?)
A
A= Part of University Campaign
B= School Campaign Only
C= Other
Most schools have high goals and are exceeding them.
A= Buildings/Facilities
E= Program Enhancement
B= Scholarships
F= Annual Fund
C= Endowments
G= Other
D= Faculty Positions (Chairs, Professorships)
A= Dean
F= Planned Giving Officer
B= Director of Development
G= Corporate/Foundation Officer
C= Faculty
H= Central Administrators
D= Alumni
(President, VP, etc.)
E= Board Volunteers
I= Other
Clearly, Deans are highly involved with fundraising: sign of the times!
A= Mission Statement (for school or for board?)
B= Polices and Procedures
C= Board Member Fundraising Duties
D= Board Member Recruiting
E= Other
• What is percent of giving for those with
programs?
• What is average size gift?
• What are they giving to? (program, capital, etc)
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Is it part of your job?
What is motivation?
Do you manage corporate prospects same way as for gifts?
How do you balance faculty interest (contract or grant) vs.
school’s interest (gift)?
A= Monthly or More Often
B= Quarterly
C= Semi-Annually
D= Annually
E= Bi-Annually or Less Often
F= Other