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CICan Presentation – Colleges And Institutes NOW! Donor And Partner Engagement In A Changed Environment Presenters: Michael Donlevy, Senior Associate Scott Decksheimer, CFRE, Partner

CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

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Page 1: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

CICan Presentation – Colleges And Institutes NOW!

Donor And Partner Engagement In A Changed Environment

Presenters:

Michael Donlevy, Senior Associate

Scott Decksheimer, CFRE, Partner

Page 2: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Scott Decksheimer, CFRE

• 22+ years fundraising experience

• Inaugural chair of the Association of

Fundraising Professionals (AFP) Canada.

Now serving as past chair.

Michael Donlevy

• 20+ years fundraising experience

• Recently retired from Red Deer

College as VP Business Development

• 18 years as a member of the senior

executive team.

Page 3: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

About ViTreo Group Inc

• Full-service fundraising and nonprofit

leadership development firm.

• Extensive expertise in every area of major gift

fundraising and philanthropy.

• Offer a clear approach in an industry that can

be overwhelming and often overcomplicated.

• Key Services include Campaign Planning and

Counsel, Alumni Program Development,

Research, Naming Valuations, Strategy, and

more.

Page 4: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Who do we mean?

• Current donors

• Sponsors; e.g. Athletics

• Alumni

• Business Partners / Clients

Donor and Partner Engagement

In A Changed Environment

Page 5: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

The Challenge

and the Opportunity…

You have never been able

to succeed or fail faster

than now!

Page 6: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

1. Reduced government funding with

greater reductions likely ahead

2. The economic downturn and uncertain

recovery

3. COVID-19 and how it will shape all that

colleges and post secondary institutions

will do now in the future

The Triple Whammy…

Page 7: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

• History shows that the current market downturn and

economic situation will pass, however slowly

• Donors and sponsors follow their urgency and amend

giving behaviour

• Donors and sponsors still want to help

• How do you demonstrate value-added for your

supporters?

The Impact On Your Donors And Supporters

Page 8: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

• Colleges in the PSI landscape are an essential

service

• Your programs include students / learners

who are or will be on the front line

• Individualized learning / small class sizes /

blended learning are hallmarks

• Colleges are learner-centred, your primary

focus is on the student, student success and

on applied research

You Know Better Than Anyone

Page 9: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

The opportunity is for college leadership to offer a galvanizing vision, that

also recognizes this “new reality” in donor trends:

• Donors need to know they can make a real impact on the learning of a

student quickly

• Donors want to support organizations to whom they are loyal and

believe in, and have a connection

• Donors need real world connection to current issues – and want to

understand what your institution has done to benefit the communities

you serve

Donors and Alumni Have Never Been More

Important

Page 10: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Revisit the reasons for people to give:

• What will an investment do this fall, and how will it improve a

student experience

• Where can donors invest that will help you respond:

Quicker

Better

More efficiently

• What is the practical need that you have now (or will soon)?

Donors Provide Risk Capital

Page 11: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

What can I do right now?

Page 12: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

• Remain essential to your constituents

• Your vision is still critical, even though the path to get there

may have changed

• Resilience and focus is valued by donors and partners

Stay Clear To Your Vision

Page 13: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”
Page 14: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

That’s Great But….

Page 15: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

• More than about asking for money

• Be sure to learn how they are adapting

• Remember, people care and are your ally

• Thank them for being a partner

• Let them know about how your institution is managing

• Be prepared… when they ask “How can we help?”

Stewardship Matters. Even More Now.

Page 16: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”
Page 17: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

• One voice is too few – your vast number of experts

are essential and valuable

• Every member of your leadership team must play a

willing role

• Including members of your Board – an excellent

opportunity to engage with your supporters directly

• Times of change are a time to rely on relationships

you have built, and an opportunity to grow those

relationships

Make The Phone Call.

Page 18: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Rely On Your Network!

Page 19: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Rely On Your Network!

Donor/ Partner

Board

Training Partners

Other partners

Media

Alumni

Students

Social Media

Field Experts

Page 20: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Update fundraising priorities – What do you ask for now?

Support for student entering – bursaries – always important – even

more so now

Resiliency funding – for initiatives related to restarting the college

experience

Investment in applied learning and new program development

Key experiential needs to help make college life welcoming

Concern for graduates – programs to help them find work they are

trained to do

Realign Your Priorities

Page 21: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Keep asking for support!

Above All

Page 22: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Consider strategic outsourcing (including AI)

Hold a giving day to get focus on your efforts, and engage

your constituents

Retool development and alumni office metrics to be

directed to engagement, specifically to help grow smaller

donors and qualify larger donors for immediate or future

efforts

Some Other Ways To Act Now!

Page 23: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

“When the current crisis ends, history will show that the most

successful non-profits continued to ask for donations, although likely

in a different way.

Those non-profits who go ‘silent’ or attempt to give their donors a

break will likely see the same results as others before them—and

suffer or even go out of business as a result.”

- Ben Miller, Chief Analytic Officer of Donor Trends / AFP

The Challenge To Every CICan Institution

Page 24: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Top Ten For CICAN!

www.vitreogroup.ca/cican

Includes:

The Provocateur Blog on Alumni Relations

Braintrust Philanthropy Podcast:

Higher Education Advancement in the Time of COVID-19

ViTreo Free Resources

Helpful Resources Available

On The ViTreo Website

Page 25: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”
Page 26: CICan Presentation – Colleges And Institutes NOW! Donor ... · The opportunity is for college leadership to offer a galvanizing vision, that also recognizes this “new reality”

Thank You! Questions?

Connect with Us:Learn More:

[email protected]

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