5/4/2017
The Power of Partnership:
Best Practices for Building a Strong Association-Foundation Alliance
to Achieve Fundraising Success
The Power of Partnership
Association Foundation Group Conference
Thursday, 11 May 2017
1. Apply best practices that build strong Association-Foundation partnerships.
2. Understand how shifts in strategy and key leader engagement can move both
association and foundation towards achieving new goals.
Karen Galuchie
Executive Director, IEEE Foundation
Daphne Halpern, FAHP, CFRE
Senior Director, CCS
3. Identify and act on specific priorities needed to shape campaign activity and
drive campaign progress.
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IEEE – IEEE Foundation Relationship
421,000 IEEE MEMBERS IN MORE THAN 160
COUNTRIES ENGAGE TECHNOLOGY TO
ILLUMINATE, EDUCATE, AND ENERGIZE
THE WORLD.
With roots dating back to 1884, IEEE is the world’s
largest technical professional organization dedicated
to advancing technology for the benefit of humanity.
IEEE’s size, scale and access to decision-makers in
government, academia and industry enables it to play
a unique and important role in driving innovation,
work-force development, and global problem solving
through the application of engineering.
–
Both are 501(c)3: C3C3
–
IEEE does not control the IEEE Foundation
–
IEEE Foundation provide 3 Core Services to IEEE:
•
Inspires Charitable Investment
members worldwide including captains of
• 421,000
industry, entrepreneurs, and the best academic
•
Manages Donations
minds in engineering today. When corporations want
to expand their workforce, solve problems,
challenge their thinking, they often turn to IEEE for
advice and assistance.
•
Invests in IEEE Programs
Consider the facts:
operates in 160 countries. It has extensive
• IEEE
networks in G7 and G20 countries and is growing
even larger in places like China, India, and Nigeria.
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5/4/2017
• Goal
Determined:
Build Culture of
Philanthropy
• Commissioned
Philanthropic
Capability
Assessment
• Focused bold
Investment Plan
for four key IEEE
programs
• Reinvented
Grants Program
with grassroots
focus
• Designed and
Launched
Comprehensive
Campaign
• Specific focus
on growing
donor base and
gift levels
2012
2014
2016
Strategic Plans = Foundation Realignment

Have a vision

Get your facts and data in order

Outline your path, gain buy-in (Foundation and Association)
Timeline
to CHANGE
to your path
2013
• Results of
assessment
prompts new
Foundation Vision
and Mission
• Investment
framework based
on Best Practices
2015
• Began movement
to Envisioned
Future with new
staff and specific
goals
• Approved planning
for Comprehensive
Campaign
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2017
Define your processes to check status along the way.
• In Campaign
mode with
$10.7M raised
to date to $30M
Goal.
• Engaged with
top prospects
through new
cultivation
activities
Volunteers on the Move – Reengaged, Reinvigorated

Define the core competencies needed on the Board

Encourage the nominating committee to expand its thinking on
who to recruit and ultimately create job descriptions

Build a culture of philanthropy and push for 100% giving by
association leadership and the volunteer groups that lead the
programs supported through philanthropy

Assess the format of the meetings and focus it to dedicate time to
fundraising and discussion
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
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New Paths for Staff

Define the staff structure needed to accomplish strategic objectives
Include all the elements of a highly impactful fundraising
organization from communications to annual, major, planned
giving to donor relations to database management


Obtain resources to add staff as needed

Define territories for major gift officers

Set specific goals

Remember to make Foundation / Association relations a priority
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5/4/2017
Launching A Campaign
Why would you choose counsel?
Campaign – Path to Success
Realization that our path success is a Campaign
Goals for the Campaign - broader than the
$30M by 2020.
•
Imbue both the Foundation and the
Association with the Culture of Philanthropy
•
Raise awareness of the Foundation in various
program areas and through program
initiatives in IEEE
•
Expand our annual giving donor base
•
Alter our major gifts trajectory
•
Grow Planned Giving
•
Help ensure accepted recommendations are initiated
•
Assist with the interviewing, hiring, and onboarding of
any new fundraising personnel
•
Establish best practices and ensure recommended
systems are put into place
•
Help train existing fundraising staff in any specific areas
of need
•
Launch, direct, and drive the fundraising campaign
•
Establish and maintain the Campaign office and
resource center
•
Provide daily emphasis on the development of key
initiatives:
• Case for Support
• Major Gifts
• Annual Community Appeals
• Planned Giving
• Prospect Research and Identification
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•
Participate in the cultivation,
briefing, and solicitation of major
gifts
•
Monitor, measure, and manage
initial efforts and adjust where
necessary
•
Provide objective philanthropic
information and training sessions
at the board level
•
Continually evaluate progress
and regularly report to board and
senior leadership
•
Transition established and
successful programs to leaders
for future management
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CAMPAIGN Best Practices ILLUMINATED:
REALIZING THE FULL POTENTIAL OF IEEE
Elements to Emulate
Campaign Internal Steps
1.
2.
3.
4.

Rating Prospects & Prospect Tracker
Case for Support
Agreement
Organization
Volunteer
Engagement
Impact

Gift Acceptance Guidelines & Gift Acceptance letter
Campaign drives
impact, both by
anticipation in
the cultivation,
briefing and ask
stages, as well as
through impact
once Campaign
funded work
completed.

Case Statement

Inventory of Gift Opportunities

Sense of Urgency – Cultivation Events

Defining Donor Recognition
Once determined
and approved,
Priority Initiatives
become the
backbone of the
Campaign efforts,
unifying
messaging from
the IEEE and IEEE
Foundation.
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Campaign
organization
straddles IEEE
and IEEE
Foundation
leadership to
blend a universal
message.
Volunteers
remain the
backbone of this
effort, guided by
trained and
initiative-savvy
staff.
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5/4/2017
DONOR NAME: For use in ASK
REALIZING THE FULL POTENTIAL OF IEEE
IEEE Smart Village
$50,000: support of ongoing installation
Expansion of an existing program partner’s hardware allowing
greater reach in the community.
TRACKER EXAMPLE
Prospect
Smith, John
Solicitation
IEEE IEEE
Status
Team
Member Donor
NKM,
Pool
A
Y
Target
GIFT
Company
Gift Indication
AMOUNT
Amount
Y $50,000 $50,000 $50,000
Acme
City
Boise
Falco, Shane
KG
B
Y
N $25,000
TBD
Falco
Taos
Industries
Jones, Wanda
SR
C
N
Y $75,000
TBD
Computer
London
Elite
State Country
ID
USA
NM USA
UK
Gift Focus|
Notes
PES+
Scholarships
ISV
invite to GLS
For Example, doubling the solar panel, battery and inverter
equipment adding an additional 100 to 250 metered
customers transforming the lives of as many as 2,000.
Another Example, fund 20 global partners via IEEE Smart
Village Scholarship, participation in the Regis University –
IEEE Global Classroom, Development Practice Certificate
Program.
Gifts at this level will receive:
• Signage at deployment site or name recognition
associated to Global Classroom Participant
Scholarships
• Recognition in IEEE Smart Village, IEEE Foundation
and PES print and electronic media, as well as special
recognition at the annual IEEE Awards Ceremony
• Company Matching Gifts are counted toward total gift
pledge
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REALIZING THE FULL POTENTIAL OF IEEE
External Steps

Communication with and Training of Board

Recruitment of Campaign Cabinet

Continuous Alignment of Foundation to Association key

Plan for your public phase – could take many different forms
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Campaign Activity
Activity
Priority Initiative Focus
17 Asks Pending = $2.55M
5 = ISV
2 = PES S+
2 = IEEE USA MOVE
2 = Awards
2 = Presidents’ Council (unres)
1 = ISV, REACH, EPICS IN IEEE
1 = PES S+, EPICS IN IEEE
1 = HKN
1 = Unrestricted
11 Briefings Completed
6 = PES S+
4 = ISV
1 = Unrestricted
6 Briefings Scheduled
ISV, EPICS in IEEE, PES S+,
REACH, HKN, Presidents’
Council
Total in production: $3.2M
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5/4/2017
Thank You
Questions and Comments
Information about AFG | CCS Benchmarking survey here
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