Why Me Why Now - APGA Presentation 6 12 final 1

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Growing Your Garden Through A Capital Campaign: How to Plan, and Execute, in Today's Environment:

Growing Your Garden Through A Capital Campaign: How to Plan, and Execute, in Today's Environment Lynne LaMarca Heinrich, Marts & Lundy Jill Koski, Morton Arboretum Sharon Mertzlufft, Missouri Botanical Garden

Our Session:

Our Session General Philanthropic Trends Giving USA 2012: Key Takeaways Campaigns: An Important Vehicle for Growth Be Ready…Especially in This Environment! Case Studies: Morton Arboretum and the Missouri Botanical Garden

PowerPoint Presentation:

"For many that rely on philanthropy...this is not just a tough year. This is going to be a tough era .“ —Patrick Rooney, Center on Philanthropy at Indiana University

PowerPoint Presentation:

Giving USA 2012 The Annual Report on Philanthropy for the Year 2011

Trends in total giving: 1971–2011:

Trends in total giving: 1971–2011

2011 charitable giving Total = $298.42 billion:

2011 charitable giving Total = $298.42 billion

Sources of contributions, 2011:

Sources of contributions, 2011 Total giving = $298.42 billion Increase of 4.0 percent (0.9 percent adjusted for inflation) Individuals remain the single most important source Individuals + charitable bequests = 81 percent of total Foundation grantmaking = 14 percent of the total About 3/5 = family foundations Individual + Bequest + Family Foundations = 88 percent Corporate giving is an estimated 5 percent of the total

Types of recipients of contributions, 2011 Total = $298.42 billion:

Types of recipients of contributions, 2011 Total = $298.42 billion

Changes in giving by source, 2009–2011 Current dollars:

Changes in giving by source, 2009 –2011 Current dollars

Changes in giving by recipient organization, 2009–2011 Current dollars:

Changes in giving by recipient organization, 2009–2011 Current dollars

Giving to arts, culture, and humanities, 1971–2011:

Giving to arts, culture, and humanities , 1971–2011 4.1% increase, but a few big gifts (Walton @ $800M)

Giving by source: Percentage of the total in five-year spans, 1972–2011 (in inflation-adjusted dollars):

Giving by source: Percentage of the total in five-year spans, 1972–2011 (in inflation-adjusted dollars)

Giving by individuals, 1971–2011:

Giving by individuals, 1971–2011

Giving by bequest, 1971–2011:

Giving by bequest, 1971–2011

Giving by foundations, 1971–2011:

Giving by foundations, 1971–2011

Individual giving as a share of disposable personal income, 1971–2011:

Individual giving as a share of disposable personal income, 1971–2011

PowerPoint Presentation:

Campaigns Can Shift the Paradigm

Campaign Value:

Campaign Value Vehicles to shine a spotlight on an institution, show impact and worthiness, provide hope and solutions Moments of intense institutional focus Moments of intense engagement: volunteers, docents, members, donors, etc. If done correctly, they raise funds for critical investments, facilities, and endowments, and they increase ongoing baseline support post-campaign

Post-Campaign Value:

Post-Campaign Value 5 10 15 20 Campaign Premium Post-Campaign Value YEARS REVENUE

PowerPoint Presentation:

Thoughtful Planning is Essential

Gift Pyramids: Past, Aspirational:

Gift Pyramids: Past, Aspirational

Gift Pyramids: More Likely, Near Future:

Gift Pyramids: More Likely, Near Future

Million Dollar Gifts to A&C vs. Higher Education:

Million Dollar Gifts to A&C vs. Higher Education $ 1M - $ 4.9M $ 5M -$ 9.9M $ 10M - $ 19.9M $ 20M + A&C Hi. Ed A&C Hi. Ed A&C Hi. Ed A&C Hi. Ed 2006 21 268 13 72 7 58 8 62 2007 53 297 12 85 17 51 6 73 2008 22 212 7 68 6 47 6 52 2009 17 181 7 51 4 25 4 27 2010 12 118 2 41 2 34 6 38 2011 28 163 9 49 9 60 4 47 3/31/2012 6 29 2 10 0 3 3 4

To Attract Investors:

To Attract Investors Philanthropists Are Asking For Very Specific Things: Vision Leadership Relevancy Demonstrated Impact

The Planning Check-List: Institutional :

The Planning Check-List: Institutional Strategic Plan: Aspirational Operational Tied to Annual Budgets and Goals Measurable Includes Audience Data Relevancy Shows Sustainability Path Master Facilities Plan Board Governance Assessment

The Planning Check-List: Advancement :

The Planning Check-List: Advancement Updated Wealth Screening Campaign Planning Study: Internal Assessment Yield or Capacity Analysis NOZA Screening Development Communications Board Strength Staff/Senior Staff Interviews External Scan Key Stakeholders – small number On-Line Surveys: Internal Constituency, Donors, Members, Audience

Campaign Yield Analysis:

Campaign Yield Analysis

Campaign Yield Analysis, continued:

Campaign Yield Analysis, continued

PowerPoint Presentation:

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