As fundraisers, knowing what inspires a donor to give is an essential facet of our job. While there are myriad reasons why people decide to open their hearts and wallets, there are some commonalities that we can keep in mind as we look for ways to connect with the people that support our institutions. This month, three donors speak out about their reasons for giving and what they expect in return. Please take a look at “Building Donor Stewardship: Lessons in Philanthropy.”

Next, we asked Chrissi Rawak, Assistant Vice President, Talent Management, Finance, and Administration at the University of Michigan to share her experiences and perspective on staff development. Chrissi has been instrumental in building a model program at UM designed to create a collaborative team environment and provide on-board learning opportunities that inspire, motivate, and insure a mutually beneficial experience for all involved. Don't miss “Staff Development: How to create a culture conducive to learning and professional development.”

I hope you've had a chance to take a look at the six part interview series, “What Makes a Good Trustee?” which we posted on the Woolbright Group website in June. It has been suggested that these candid interviews--three with chief advancement officers and three with trustees—would serve well as the basis for internal discussion with staff and/or trustees. You'll find the series here.

Don't forget--your feedback is valuable! Let us know what you think of this month's issue, and/or please send your recommendations for topics you would like to have us explore in upcoming issues of Bright Ideas. Send your ideas to: info@woolbrightgroup.com

Thanks so much for your continued interest in Bright Ideas!

Sincerely,

The Woolbright Group


Announcements:


CASE Breakfast Series,

Lasell College, Newton, MA
Networking and breakfast 8 a.m.; program at 8:30 a.m.

October 9, 2009
Bruce McClintock, Marts & Lundy
“The Golden Era of Philanthropy: Coming to an End?”

October 23   
Jen Conboy, Boston College, and Mary Ann Cicala, Emerson College
Using Social Media to Engage Your Alumni and Donors”

November 20   
Joe Donnelly, Northeastern University  
“Creative Stewardship”

For more information and registration: www.casei.org/breakfastprograms.html

$45/CASE member
$60/non-CASE member

If you are interested in hosting a CASE DI breakfast program at your institution, please contact Eileen Healy at the DI office at:
781-647-8151 or casedi@camihq.com.

CASE Webinar Series
Board Development, Part I: Recruitment and Orientation of Trustees
Thursday, November 5, 2009
Speaker: Cynthia Woolbright, The Woolbright Group

The proper recruitment and orientation of board members is of critical importance to the overall effectiveness and success of the board, the president or head, and the management and health of the institution in which these key leaders serve.

This seminar will cover the identification, cultivation and selection of trustees and the preparation, transition and education of this primary governing body for an institution.

Specific recruitment strategies will be addressed followed by a focus on the value of a well-grounded orientation program. Best practices of programs and activities for trustee development will be shared.

The seminar will include an interview with Karen Bruett, Trustee, St. Lawrence University, who will provide a direct point of view.

Benefits of Attending

  • Understand the critical importance of Trustee governance to building an effective Board
  • Learn key considerations for identifying, cultivating and recruiting Trustees
  • Gain a first-hand perspective from a current Trustee
  • Hear best practices from other institutions to consider enhancing your own program

Board Development, Part II: Assessment and Evaluation of Trustees
Thursday, April 8, 2010

Speakers: Cynthia Woolbright, The Woolbright Group; Barbara E. Taylor, Governance Consulting

A significant aspect of board development is the assessment and evaluation process that must occur in order to provide proper performance feedback to the individuals yet also provide the president or head, as well as the institution’s community, a way to measure the effectiveness of the board.

From annual assessment and evaluation to a more extensive process of evaluation, this seminar will address various strategies to measure both individual and overall board effectiveness. This is especially important in considering the board’s role of raising philanthropic support.

The seminar will include an interview with Patricia (Trish) P. Jackson, Trustee, Scripps College and Vice President for Advancement, Smith College, who will provide a direct point of view.

Benefits of Attending

  • Understand the critical importance of assessment and evaluation to building an effective Board
  • Learn how members can evaluate, individually and collectively, to enhance their overall effectiveness
  • Gain a first-hand perspective from a current Trustee
  • Hear best practices for assessment and evaluation of your Board

Who Should Attend

  • Presidents and Heads of School
  • Trustees
  • Chief Advancement Officers
  • Associate/Assistant Vice President for Development
  • Any dean and/or advancement professional who works with a board, including alumni boards
  • Secretary/Assistant to Boards
  • Director of Advancement Services/Prospect Research

CASE Conferences of Note
Penny Hunt, Vice Chancellor for Development, University of Illinois at Chicago and Woolbright Group principal will present at the following CASE conferences:

Development for Deans, Fall Session
Oct. 18 - 20, 2009
Grand Hyatt San Francisco
San Francisco, CA

This conference offers deans and development professionals the help they need to increase their knowledge of the development process and strengthen the partnership between academic and advancement officers.

Development for Deans, Winter Session
Feb. 15 - 17, 2010
Grand Hyatt Washington
Washington, D.C., United States

Advanced Development for Deans
Jan. 7 - 8, 2010
Omni Royal Orleans Hotel
New Orleans, LA

Expanding on the fundamentals presented in the Development for Deans conference, this conference digs deeper into the topics of greatest importance to deans. It’s an invaluable educational outlet that will equip you with the tools necessary to succeed in the increasingly complex global world of private philanthropy.


 
 

In This Issue

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

 


“Building Donor Stewardship: Lessons in Philanthropy.”
Interviews with Stephen Robbins, Mim Farmakis, and Lee Kennedy

The three donors interviewed for this article come from entirely different backgrounds and have pursued equally distinct paths in life. Yet they share a common commitment to supporting the organizations that have made a difference in their lives and/or their communities. We asked them how they came to believe in the importance of giving and what motivates them to continue—and increase—their support today.

Lee Michael Kennedy, President & CEO
Lee Kennedy Co., Inc.

Lee Michael Kennedy began working with Lee Kennedy Co., Inc. as a field laborer in 1980. Over 29 years, Mr. Kennedy rose through the ranks of the company, serving as estimator, project manager, senior project manager, project executive, vice president of administration and executive vice president before being named president in 2003 and CEO in 2007.

Mr. Kennedy plays a major role in driving the company’s philanthropic efforts. Some of the most notable of these charitable endeavors include construction of the South Boston Neighborhood House and South Boston Intervention Center and the construction management of the Paul R. McLaughlin Youth Center for the Boys and Girls Club of Dorchester, where he serves on the Board of Directors. Mr. Kennedy also serves on the Board of Directors for College Bound Dorchester and the Dorchester Neighborhood Charter School.

WG: Briefly describe where/how your sense of philanthropy developed?

LMK: Early in life, my father and mother always impressed upon me the importance of giving back and seeing that this part of their lives made a hugely positive impression on those around them. Then all through my life I continued to be impressed by those that gave for the right reasons. The ability to be altruistic and feel a real sense of responsibility toward humanity always impressed me. I saw it in people who had little to give as well as icons like [Bruce] Springsteen, but they were always people that did not boast and they had a full sense of what they were doing. They were not doing it for personal gain in any way.

WG: What motivated you to make your first gift to an organization? And why did you decide to then make your first major gift to this organization?

LMK: I don’t remember exactly the first instance but I do recall making a significant (for me at the time) gift to the Boys & Girls Club of Dorchester (previously named the Colonel Daniel Marr Boys & Girls Club). I felt both a connection to the mission and the Director, and it was providing a substantially positive influence in the neighborhood where our business was located.

WG: What are some of the guiding principles you use to make your philanthropic decisions?

LMK: Technically, it is mission and effectiveness, leadership (the people), location, and stability. Instinctively, it is quality of the people, the underdog value, and always the “human connection”

WG: If you could pass along a lesson in philanthropy to others, what would it be?

LMK: Giving; give if you really believe it will make a difference to those that are ultimately receiving the charity not because of the pull on the heart string. There are millions of causes and more than plenty deserving causes, but if the organization can not deliver your gift is in vain. Asking; it has to be personal and you have to make the human connection. These mass mailings, cold/warm calls, and e-mails are a complete joke for individual giving. My rule of thumb is that if you can’t call me to make the ask you don’t believe in it so why should I.

WG: In continuing your philanthropy with an organization, what is important to you? What do you expect from charitable organizations in which you are involved?

LMK: Maintaining all of the aforementioned qualities, sustainability. Be thoughtful about your “ask” expectations each year. Some people are involved in helping many organizations not just one.

WG: Of the organizations to which you give, which ones do the best job of sharing the significance and impact of your gifts? How so?

LMK: Boys & Girls Club of Dorchester, The Neighborhood House Charter School, College Bound Dorchester (previously named Federated Dorchester Neighborhood Houses, Inc.), and Duxbury Rural & Historical Society. All of these organizations have a leader that engages you and keeps you well informed, they keep up the “human connection”. I personally don’t have time or the patience to read the abundance of literature that all of the many organizations spend great amounts of money to send to me, but I don’t need to because they have engaged me personally.

WG: From your perspective, what are the three most important things an organization can do to sustain your philanthropic commitment?

LMK: Maintain the personal, human connection. It’s the only one that matters - you give to people you like and believe in, right?

WG: Of all the gifts you have given, which have provided you the most joy? How so?

LMK: I couldn’t distinguish one in that way. But all of them in sum help me feel more balanced, and that I am living up to the qualities of my father and mother who inspired me early, and to all of the others that give for the right reason. Very few people are familiar with Don Rodman from Boston or how much Bruce Springsteen has given away. But these two people from the most different of circumstances have probably given a larger percentage of their earnings away than anybody else in their category, and yet nobody knows that. They give for the most altruistic purpose.

• • •

Stephen Robbins
Real Estate Consultant

Certified Distressed Property Expert (COPE)

Stephen Robbins graduated in 1980 from Franklin Pierce University, a small private liberal arts university located in rural Rindge, New Hampshire. Over the years, his evolving association with his alma mater has played a key role in his approach to philanthropy. And, though FPU hasn't built a "strong culture of giving" according to Mr. Robbins, the institution has clearly earned Mr.Robbins' loyalty and generosity, as he explains below.

WG: Briefly describe where and how your sense of philanthropy developed?

SR: It developed from my parents. We didn't have a lot of money but we were always very involved in the community. My mother in particular saw it as something fun to do and an outlet for her. She raised seven children, cared for her ailing parents until their deaths, and worked fulltime outside of the home.

WG: What motivated you to make your first gift to an organization? And why did you decide to then make your first major gift to this organization?

SR: Franklin Pierce is the number one recipient of my support. I had always given $15, $20, or $100. Over the years, I became very good friends with the President emeritus, and I am still very close to my core group of friends there. One of the first people I met at FPU is still a friend. Eventually, I was asked to run for the alumni board and I was elected!

I was on the Board for 3 years. As President of the Alumni Board I was automatically appointed to the Board of Trustees. I have been a Trustee for nine years and Chairman of the Executive Committee for seven years. I want to make sure that the institution is there long term. I made my first Capital Campaign gift of $15,000 in an effort to help raise the bar among
alumni on the need to give to the University. I give elsewhere in small amounts. Somebody has to give, and there are people who can't afford to give. So who is going to do it? It makes me feel good.

WG: What are some of the guiding principles you use to make your philanthropic decisions?

SR: I have to believe in the mission. That is foremost. In Roanoke, Virginia I was on the opera board, which had huge outreach to children. Here in Atlanta I am involved in the Atlanta Gay Men's Chorus. I believe in the mission of the Chorus. I want what I do to be meaningful.

WG: If you could pass along a lesson in philanthropy to others, what would it be?

SR: It's really important for the long term health of the university. The endowment is down to about eight million. To give back to make sure that the university can sustain itself. Select an organization that needs you. I would rather have young people get in on the ground level of a fledging organization and help it grow.

WG: In continuing your philanthropy with an organization, what is important to you? What do you expect from charitable organizations in which you are involved?

SR: I don't expect a lot. I am not one of those who need a lot of personal attention. I just expect to be listened to, to be respected, and to feel a part of the overall mission of the organization. At FPU my opinion is highly regarded. [I have helped set] goals and objectives and am pleased to have been a guiding force in making those things happen.

WG: Of the organizations to which you give, which ones do the best job in sharing the significance and impact of your gifts? How so?

SR: I don't think we [at FPU] do a good job of this. The best known is the Presidents Council because it goes to scholarships. We really haven't had many gifts that we can brag about. It has been just a handful of alums that give $250 or more. And it's the same people who keep giving. I've endowed a scholarship. There was a board challenge based on my gift. I don't think anyone knows about those things. We don't have a particularly strong culture of giving at FPU. This is something we need to work on.

WG: From your perspective, what are the three most important things an organization can do to sustain your philanthropic commitment?

SR:

a. The institution needs to be true to its mission
b. They must be well managed
c. They must embrace diversity in all that they do.

WG: Of all the gifts you have given, which have provided you the most joy? How so?

SR: Giving to FPU gives me a feeling of happiness. Giving is a warm feeling, akin to love. The scholarship that my partner and I endowed is a tribute to my parents who helped make me the person I am today.

• • •

Mim Farmakis
Board of Trustees

Hollins University, Roanoke, VA

Mrs. Farmakis is a 1967 graduate, BA, from Hollins University (then Hollins College). She left fashion journalism and promotion upon marriage and has been involved in volunteer work and philanthropy since. Currently she is a member of Hollins' board of trustees. Her story reflects a traditional path of starting out by giving what she could to her alma mater as a young graduate. She credits the University with recognizing her commitment and working to nurture the relationship over time. Mrs. Farmakis expects high standards and a clear sense of mission from Hollins, as well as from any organization which she might support. In return, she is thrilled by the opportunity to make a difference.

WG: Briefly describe where/how your sense of philanthropy developed?

MF: As I child, I was taught to value others. Though my family was very generous with each other, this generosity didn’t often extend beyond the family. It was our feeling that charity is very often an expression of pity rather than one of respect for the person receiving the charity. Therefore my giving usually stems from love for a person and respect and admiration for an institution.

WG: What motivated you to make your first gift to an organization? And then why did you decide to make your first major gift to this organization?

MF: My first gift was to my alma mater, Hollins University [in Roanoke, Virginia]. During my first year after graduation, I received a letter describing their annual fund. I felt great good will toward Hollins; I’d been happy there. My check was a very, very small one, but I thought that if many alums stepped forward, together we would be helpful. As the years passed, I continued to give what I could. Years later I learned about a piece of equipment which Hollins needed and which I realized that my husband and I could help buy. As Hollins was just then starting a major campaign we recognized that our gift could give the campaign a bit of a boost right at the start.

WG: What are some of the guiding principles you use to make your philanthropic decisions?

MF: Love, respect and admiration for the mission motivate me. Guilt doesn’t inspire me. Fear doesn’t goad me either. “Give back” is an overused expression which I don’t really understand. Give back to what exactly? Furthermore, any money I give or volunteer effort I make has to help satisfy a need and has to be directed to that purpose.

WG: If you could pass along a lesson in philanthropy to others, what would it be?

MF: The recipients must be diligent and very forward about their mission and their goals. Their terminology has to be clearly defined, so that donors can understand what it is. In the home children should be encouraged to give to others. Everyone has some sort of abundance to share. The physically adept can teach swimming to someone less able. Those who are academically strong can tutor someone who is struggling academically. Giving is a lifelong learning experience.

WG: In continuing your philanthropy with an organization, what is important to you? What do you expect from organizations with which you are involved?

MF: My money and my volunteer efforts should be used for a specific purpose or to promote the organization’s mission. Then I need to know the outcome. Was the goal met? Was the equipment purchased?

Finally donors need to be acknowledged. A letter, a phone call or even an informative mass mailing does the job. However expressed, a thank-you is a respectful gesture. At the least it recognizes the donor’s existence. It can begin and ideally will help foster good relations which might then have the potential to grow. For some reason (my age?), email thank-you’s seem to lack spirit. I might try and update my attitude. As stated earlier, giving is a lifelong learning experience!

WG: Of the organizations to which you give, which ones do the best job in sharing the significance and impact of your gifts? How so?

MF: Hollins University does, hands down. I greatly admire the poise of the development staff there who, very wisely, keep contributors up to date on events and progress. Decades ago, someone in the development office noticed that my little checks were regular and gradually getting larger. At some point someone from Hollins who was planning to visit New York called me to make an appointment for lunch. Over time personal relationships were established and maintained in spite of personnel changes. Eventually I was asked to serve on the alumni board and, more recently, on the board of trustees. So by now, I feel that I’m working in the trenches with buddies, with pals. This is relationship building at its best! Hollins happens to be blessed with a president, Nancy Gray, and senior staff who are inspiring, hard working and passionate. They are true leaders.

WG: From your perspective, what are the three most important things an organization can do to sustain your philanthropic commitment?

a. Keep me informed. What are their hopes and projects?
b. Maintain the mission. Make sure all donors understand and believe in it.
c. Keep up the personal contact. This is skilled and time consuming work and is a must.

WG: Of all the gifts you have given, which have provided you the most joy? How so?

MF: Two gifts have given me great joy: the first was a donation of gym equipment given to the Boys Club of Manhattan. After it was installed up on the roof of the clubhouse, my husband Tom and I were invited to take a look. This was the first time that a big organization had thanked us in such a personal and surprising way. The second gift with an equally joyful outcome was an energy-efficient boiler which Tom and I bought for Hollins. The old equipment was staggering along and could have been patched up. But the vice president of finance and administration at that time, Richard Alvarez, made it plain that buying something new would pay off over time. This appealed to us, practical souls that we are. Richard was so excited at the prospect of having a new boiler! After it had been installed—round and cerulean blue!—he talked about it and showed it off as if he had been its proud grandparent!

Staff Development: How to develop a culture conducive to learning and professional development, and  best delivery methods.
Interview with Chrissi Rawak Assistant Vice President, Talent Management, Finance, and Administration Office of University Development University of Michigan

Chrissi Rawak is a veteran personnel and staffing manager with 13 years of experience at two major universities. Her career began at Northwestern University in Chicago where she managed personnel and staffing for the University’s development and alumni relations office. From there, she was recruited by the University of Michigan, where she currently oversees the University’s Talent Management program. Chrissi’s intense passion for, and the great satisfaction she derives from, her contribution was evident in her every word.

We asked Chrissi to describe the philosophy that inspires her vision for the program she has helped shape at the University of Michigan, as well as the nuts and bolts of implementing such a program.

Creating the Culture

Six years ago, Chrissi was recruited by the University of Michigan to create a talent management team. “Talent management” is a contemporary phrase used to describe the process of guiding and managing the employee life cycle. The team's primary goals are to create a collaborative team work environment, to refine recruitment efforts as well as to refine recruitment efforts and the on-boarding and learning environment for the development community.

“Creating a learning environment and teaching others is all of our responsibility.”
–Chrissi Rawak

The UM development staff is quite large. According to Chrissi, Jerry May (Vice President for Development) has a team of 150 in his university development office, plus another 320 people who work on development activities within the schools, colleges and units at the university. There are approximately 60 fundraising units on campus. Chrissi describes UM as a “very decentralized environment.” Bringing this large a community together into one cohesive, collaborative, and mutually beneficial network has been ”challenging and very rewarding” according to Chrissi.

Chrissi explains, “When someone is recruited they are immediately indoctrinated into our ‘on-boarding’ program, which is a year long. We have been able to refine it so that it is valuable for everyone. Integral to the program are a number of opportunities that first year. We identify lots of reasons to get our colleagues together. It is too easy to work fairly ‘siloed.’ Creating opportunities that are both formal and informal to learn, teach, and to socialize together is key."

After three months, new fundraising staff gather for a half day session with colleagues from each of the university development fundraising teams. “We review the organization chart, talk about how to partner, and lots of questions are covered from the staff. They are able to ask questions in a safe environment,” says Chrissi.

“We also have informal gatherings that first year. We pair new staff up with the more senior staff members to better understand the operational part of the development work at Michigan; i.e., the nuts and bolts of doing our work. This approach has been exceptional. What makes it exceptional is that people are both learning and teaching. We also have individualized orientation for our senior level fundraising managers.

So again, we think about how to recruit new staff, and to seamlessly transition them into an on-boarding environment. We’ve created a very strong system and structure. One of the most important things is to teach everyone that it is good to try new things, so we are constantly encouraging that. The other thing it is important to mention is the consistent evaluation of all of our programs, and the adjustments which follow.”

Best Delivery Methods


Chrissi described a number of initiatives that comprise the platform for UM’s staff development program. It seemed there was much more she might relay, but she managed to share the following before the interview concluded.

“We’ve identified content such that anyone can step in to lead the program.”
–Chrissi Rawak

“We have a once per month all staff development meeting and all 470 people are invited to come. We usually get around 250. This is a forum where we share best practices. For example: stewardship, major gift asks, reunions, cultivation, annual giving appeals, etc. Examples come from all areas of the campus--large school, small school, non-degree granting units, university development. Break-out sessions allow for further conversations. We have great keynote speakers from across the campus. The meeting gives our staff the opportunity to share their experiences. Two times per year the meeting is dedicated to donors. There is a session with a donor and a recipient, and a second meeting that involves a donor panel. These sessions enable people to see the relationship between donors and those who benefit from their gifts. We think it is important to understand and connect with the business [of development] as a whole, regardless of your role or position.

“We also have a mentoring program. We are moving into our second year. This is different from coaching. Coaching occurs during the first year of somebody’s work experience. Here, mentoring is where someone identifies a colleague who has 3+ years of experience and focuses on a small set of issues he or she is looking to explore and develop. We ask for a six month relationship commitment. We give them guidelines, but don’t make it so strict that it’s not fun or organic. Feedback helps to constantly refine the approach.

“We also offer summer internships for our undergraduates. This involves projects, classroom time, and homework!. Again, the idea of creating a dynamic learning environment is key. We feel we are investing in the profession and creating young professionals with high standards for creativity and professionalism.”

Chrissi also described a brand new initative: they have created the Michigan Philanthropy Academy for people recently hired or on the job up to three years as major gifts officers at UM. Five senior gift officers have designed the cirriculum for the program. Now in its fourth month, participants have met four times. The Academy is creating a clear understanding of fundraising at UM along with the opportunity for collaboration, collegiality, and working together. Chrissi and her colleagues are hopeful that this will have a lasting impact on all involved.

Underlying her philosophy is the goal to create long term sustainability for all learning oportunities. One day, when Chrissi Rawak has moved on, she wants to know that the programs she has helped develop will continue to make a difference to the staff and the University.

The Reading File: Reader’s Recommendations and Reviews

Welcome to The Reading File, a regular feature of Bright Ideas where our readers share their reading recommendations. We invite you to share the title of something you found worthwhile. It doesn't have to be a book and it doesn't have to be strictly work related! Feel free to submit just the basics (title, author), or include a brief review. We'd love to hear from you–thank you in advance for your participation!

“Mindset: The New Psychology of Success” 2006
By Carol S. Dweck, Ph.D.
 
This book describes the power of our own mind and how it affects our success. Author and Stanford psychologist Carol Dweck is a good story teller, using examples of famous personalities and her own students and friends to bring her concepts to life. “Mindset” offers motivation and advice on how to be a better parent, teacher, worker, and friend, and I found it reinforced my beliefs about the importance of learning and growth. Our head of school at NMH enjoyed the book and it has trickled down through campus departments as suggested reading.
                                                                                                                                    
Susan Mattei
Director of Capital Gifts
Northfield Mount Hermon School


“Travels With Charlie” (1961) by John Steinbeck
Winner of the Nobel Prize in Literature in 1962

A non-fiction account of John Steinbeck’s travels cross country with his souped-up car and his faithful dog Charlie.  By-passing recently developed highway systems, Steinbeck instead favors the rural routes on his quest to learn more about the people and the local flavor of each town he encounters.  The book culminates on his return trip to New York via Texas during the Civil Rights movement in 1960.  I found this book a great read on a recent train trip to New York City, however, it might work from the comfort of your home if you are feeling a little wanderlust yourself.

Karen Saludo
Director of Development
Harley School Alumni/Development Office


"Reflections on the Revolution In Europe"
By Christopher Caldwell

Christopher Caldwell's new book "Reflections on the Revolution in Europe: Immigration, Islam, and the West" is a closely argued thesis on the massive migration of Muslim immigrants into Western Europe. A very interesting read.

Lynn Kirst (no title)