Giving Sales a Strategic Role in the Organization - Lasbhc by pptfiles

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									Sustainability: A New
    Perspective

    Louisiana Assembly of
    School-Based Health Centers

    April 13, 2012

    John Gilchrist, CFRE
    Chief Philanthropy Officer
    CHRISTUS Health Louisiana
New Mindset
New Mindset

• Sustainability impact part of every
  discussion
• Your mission demands it!
Components

• Financial
• Programmatic
Programmatic Impact

•   Mission alignment
•   Proficiency in execution
•   Depth
•   FIG (fill important gap)
•   Strengthen community

•   Nonprofit Sustainability by Bell, Masaoka, Zimmerman
Understanding Philanthropy

• Primarily emotional
• Not logical
• Critical to long-term sustainability
Today’s Philanthropy


• Donors give to VISIONS and
 VISIONARIES
Today’s Environment

• Extreme competition
• Constant cultivation mode
• Philanthropy integrated into strategy
ELEMENTS OF
PHILANTHROPY
Philanthropy Fundamentals

• Clear case for giving
  üWhat you do
  üWhy you do it
  üWho benefits from your work
  üCompelling – vital importance
  üSpells out your vision
• Check out: Writing Case Statement by
  Panas
Case for Giving Elements

• Pertinent
  üStatistics on impact
• Exciting
  üEmotional appeal
• Urgency
  ü“Things that are yet not…”
Philanthropy Fundamentals

•   Board/Advisory Council
•   Tax-exempt status (501c3)
•   Commitment to create & work plan
•   Long-term vision
•   Broad menu of giving options
Philanthropy Essentials

• Gift Acceptance Policy
• Gift Acknowledgment Process
• Training of Board, Volunteers & Staff
Board/Advisory Council

•   Board = fiduciary responsibilities
•   Advisory Council = opportunity
•   Buy-in ESSENTIAL
•   Roles/Responsibilities
Board/Advisory Council

•   Advocacy
•   Recruitment
•   Participation
•   Giving
•   Governance (Board only)
Key Constituent Groups

•   Students
•   Parents/Families
•   School Administration
•   School Board Members
•   Local business
Ideas for New Development

• Develop written plan
• Planning summit
  üAdvisory Board
  üKey Constituents
  üTest the Case for Giving
  üCreate Assignment Checklist
  üSECURE BUY-IN & WORK THE PLAN!
Ideas for New Development

• Direct Mail – tell your story
• Receptions hosted by Advisory Board
  members – tell your story
• Personal Contacts with business
  leaders – tell your story
• Catalog – what would a gift of $X do?
• Partner with civic club - fundraising
  A Comprehensive Fundraising Program




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                                  m
                                 om
                                      PLANNED                   Investment




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                                       GIVING




                            no
                                 Annuities, Bequests,


                           Do
                                        Trusts                    Involvement
                       h        MAJOR GIVING
                      wt
                              Endowment Campaigns
                      ro


                           Capital and Special Campaigns
                 rG



                                                                       Interest
                                        Grants
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                             Major Gifts from Individuals
                Do




                       Major Gifts from Corp. and Foundations

                                                                             Information
          ct




                                ANNUAL GIVING
            a
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                            Annual Giving Campaign
                            Special Events, Activities
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     ct




                            Honor and Memorial Gifts                              Identification
 Do




                             Direct Mail, Acquisition
Final Thoughts

• Sustainability requires commitment and
  vision
• You can control your future and secure
  your mission
• Questions??
• John.gilchrist@christushealth.org

								
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