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COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 1
Philanthropy and Fundraising
International Forum on Investment in Private Education
January 21-23, 2004
Joanna MotionCASE Vice President for International Operations
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 2
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 3
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 4
Philanthropic story in the USA
• $212bn to philanthropic causes in 2001
• $32bn to education generally
• $26bn to higher education
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 5
Lost in translation?
• Canada, UK, Australia
• France, Belgium, Sweden
• Taiwan, Hong Kong, China
• Argentina, Brazil, Mexico
• Nigeria, Ghana, Uganda
• Copy And Steal Everything?
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 6
Common concerns and hesitations
• Culturally alien – it won’t work here!
• Zero-sum game? Lets government off
the hook
• Is this only for the top tier?
• Introduces a dangerous dependence?
• Not in tough times, surely…
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 7
Conditions for success
• Commitment from the top: time and resources
• Vision: is the mission clear and understood, internally and externally?
• Know your constituency
• Be professional and systematic
• Partnership with government?
• Embed fundraising in integrated communications
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 8
Lessons from the USA
• Role of individuals – especially alumni
• Students are the alumni of tomorrow
• Role of volunteers, especially on Boards
• Model good behaviour
• Stewardship: thank you is the best way
of saying please
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 9
Low cost per $ raised
High cost per $ raised
Donorbase
Regular gifts
Major gifts
Ultimate gifts
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 10
Pareto principle
• Over 80 per cent of the money raised...
• ...will come from fewer than 20 per cent
of the donors
• Allocate your resources where they have greatest effect
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 11
QUT Louvain*US
Average#
CampaignTotal
$88m $18m -
CampaignCosts
<2% 11% 16%
Individuals <1% 34% 49%
Foundations 17%Notseparate 25%
Corporations 52% 66% 18%
Government 31%Notseparate
Notseparate
* Boswell, CASE Int’l Jnl of Ed’l Advancement, March 2003, p.228# Council for Aid to Education, quoted in Boswell
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 12
Source Gift ValuePrivate donor (Ogden) Leadership Gift - ICC $4mGovt. special fund Building $5mResearch Councils IPPP $18mResearch Councils ICC $2mEC/Royal Society ICC $0.6mGovt. equipment fund Supercomputer $1mSUN Microsystems Matching above fund $1mPrivate donation Centre for Nano-
Technology$4m
TOTAL FUNDS RAISED $37mUniversity Building and staff $9m
TOTAL PROJECT COST $46m
Source: Hayter & Slee, in Hilenski (Ed.), The Unit Development Officer’s Handbook, 2002, CASE Books
Ogden Centre for Fundamental Physics
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 13
Key
• Build and maintain relationships….
COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION 14
Joanna MotionCASE Vice President for International [email protected]
CASE contact details
Tel: +44 20 7387 4404Fax: +44 20 7387 4408
www.case.org