COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION1 Philanthropy and Fundraising International Forum on Investment in Private Education January 21-23, 2004.

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

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Philanthropic story in the USA

• $212bn to philanthropic causes in 2001

• $32bn to education generally

• $26bn to higher education

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Lost in translation?

• Canada, UK, Australia

• France, Belgium, Sweden

• Taiwan, Hong Kong, China

• Argentina, Brazil, Mexico

• Nigeria, Ghana, Uganda

• Copy And Steal Everything?

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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…

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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

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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

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Low cost per $ raised

High cost per $ raised

Donorbase

Regular gifts

Major gifts

Ultimate gifts

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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

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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

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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

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Key

• Build and maintain relationships….

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Joanna MotionCASE Vice President for International [email protected]

CASE contact details

Tel: +44 20 7387 4404Fax: +44 20 7387 4408

www.case.org