Development_Making Memories, Making Money

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Making Memories, Making Money Essential Tools for Building a Successful Tribute and Memorial Program :

Making Memories, Making Money Essential Tools for Building a Successful Tribute and Memorial Program

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Matthaei-Nichols Overview A unit of The University of Michigan Reports to the U-M Provost’s Office $2.5M budget

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Matthaei-Nichols Overview Four properties, one organization 823 Acres A broad constituency Staff: - 30 Regular employees - 35 Student interns - 30 Work-study students

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Matthaei Botanical Gardens (350 Acres) Alexandria Hicks Herb Knot Garden

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Nichols Arboretum (123 Acres) Huron River Landing

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Student Engagement Nichols Arboretum, Student Group Tree Planting

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Community Engaged Learning Matthaei Botanical Gardens, School Field Trip

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Immersive Student Summer Internships Ecological Field Monitoring Field Trip

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Matthaei-Nichols Introductions Karen Sikkenga Associate Director ksikkenga@umich.edu Dr. David Michener Associate Curator michener@umich.edu Andy Sell Annual Giving Coordinator sella@umich.edu

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Keys to Success Planning Marketing Stewardship Tracking Leadership support Teamwork

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What is today’s journey? Development and Curation perspectives Identify the importance of tribute and memorial gifts Share changes Illustrate our success stories and moments of learning Define improvement areas Provide a toolkit for examples Development & Curation

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A Changing System

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Where did we start? Informal connections between donors and staff Gifts directed by donor Added trees, plants and benches that were not planned or hindered future development Gift knowledge limited to individuals The spreadsheets! Development and Curation

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PROBLEM: Low program visibility and limited take away information Limited website support SOLUTION: Increased print and online information Individualized giving links with tribute name, full awareness of where the gift is going Development Changes

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PROBLEM: Lost or undocumented donor tribute gift information SOLUTION: Tribute gift accounts – linking donors with the honoree Integrated into UM System Online Tribute Tracker Development Changes

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Are Tribute Gifts Forever ?

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PROBLEM: Misunderstanding of gift terms and donor expectations SOLUTION: Full explanation of terms with s igned gift agreement or gift memorandum Development Changes

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PROBLEM: Gift options relied only on donor wishes SOLUTION: Standardized tree and bench options that fit the mission and needs of the organization Curation Changes

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PROBLEM: Tribute tree failure shortly after planting SOLUTION: Pre-planting and monitoring potential tribute trees for a number of years before becoming eligible Minimizing horticultural disappointment Curation Changes

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PROBLEM: Erratically or poorly placed benches SOLUTION: Identifying bench locations that meet these criteria: -ADA recommendations -Increased visibility -Great views of important landscape features Curation Changes

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Curation Changes Nichols Arboretum Bench Plan

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PROBLEM: Reactive decisions on tribute gift inquiries or questions on what is a tribute SOLUTION: Pre-planning future gift availability Annual inventory and condition walks with multiple departments Curation Changes

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PROBLEM: Mismatched or unidentifiable tribute plaques or tree labels SOLUTION: Resilient anodized aluminum Set format and style Educational component Non-obtrusive Inexpensive and easily produced Curation Changes

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PROBLEM: Mismatched or unidentifiable tribute plaques or tree labels SOLUTION: Resilient anodized aluminum Set format and style Educational component Non-obtrusive Inexpensive and easily produced Curation Changes

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PROBLEM: Where are all the tributes? How do you manage all this data? SOLUTION: Recording GPS location, photos, and tribute text Available to all staff and public P lant and tribute records in one system Curation Changes

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What is the Matthaei-Nichols Tribute and M emorial Program Now? System of donor recognition & stewardship Mission-related & driven Disconnected from value Standardized The possibilities! Development

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Tribute and Memorial Trees and Benches $1,500 donation for trees $5,000 donation for benches Tax-deductible contributions Benchmarked standards Development

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Tribute and Memorial Trees and Benches Pre-determined specimens and bench locations Term-limited to life of the gift with guarantees -10 years, benches -20 years, trees Benchmarked standards Development

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Tribute and Memorial Trees and Benches Recognized by an anodized aluminum tree or bench plaque Donor gift agreement Donor notification and engagement Tracked and stored donor and tribute gift data Development

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Why are Tribute Gifts I mportant to Matthaei-Nichols? Non-restricted revenue Builds an audience of future members, volunteers and major donors Strengthens connections with existing constituents Development

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Why are Tribute Gifts I mportant to Matthaei-Nichols? Fiscal Year Revenue 2010 - $19,209 2011 - $30, 288 2012 - $13,545 2013 - $41,511 2014 - $ 59,261+ Development ‘Tis just numbers, methinks.

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Connecting with Donors

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Why are Tribute Gifts I mportant to Matthaei-Nichols? Meaningful way to connect the University community with our resources Many tributes recognize U-M students, faculty, and staff Curation

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Why are Tribute Gifts I mportant to Matthaei-Nichols? A driving force to fund our strategic priorities Procedures for planning and documentation of visitor amenities Identifies key areas of importance for visitors Curation

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Why are Tribute Gifts I mportant to Matthaei-Nichols? Increases management standards for all collections in all areas Curation

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Why are Tribute Gifts I mportant to Matthaei-Nichols? Increases future planning, communication among staff, and collaboration across all departments Curation

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Connecting a Collection

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The Tribute Gift Path

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Steps in Tribute and Memorial Giving Passive Marketing Posters, n ews articles, information for rentals Donor contact and engagement Tribute account creation Gift stewardship Development Process

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Steps in Tribute and Memorial Giving Streamlining requests Organizing Information Maximizing efficiency Development Process

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Steps in Tribute and Memorial Giving Streamlining requests Organizing Information Maximizing efficiency Development Process

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Steps in Tribute and Memorial Giving Gift fulfillment Tree or bench s election Plaque style and wording Gift agreement Tribute gift created and archived Development Process

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Steps in Tribute and Memorial Giving Future donor communications Re-engagement after the gift term has ended Development Process

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A Teachable Moment

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A Teachable Moment

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A Success Story

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A Success Story

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What can we improve next? 5 year plan for future mapped tribute trees accessible on the Tribute Tracker Zone-specific inventory walks with all horticultural and natural area managers Documentation of process Curation

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What can we improve next? Highlighting tribute gift options in major gift areas Endowment options for benches and trees Increased usability of web features Development

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A Tributes Toolkit Link to our tribute page and Tribute Tracker web feature Link to this presentation Customizable tribute gift agreements Tree / Bench plaque templates UM process graph and SI evaluation

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Thank you

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http://www.lsa.umich.edu/mbg/apga/matthaei_nichols_tribute_toolkit.zip

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