September 3, 2009

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Judge Rejects Donor's Intent, Rules For Tulane

By Mark Hrywna

A New Orleans judge has ruled in favor of Tulane University in a donor intent dispute over a century-old bequest.

Civil District Court Judge Rosemary Ledet on Monday granted the university’s motion for summary judgment while denying the plaintiffs’ motion. She ruled that language in the will of Josephine Newcomb contained “no enforceable conditional obligation to support” claims by plaintiffs, The Future of Newcomb College (TFNC). Language in the will “clearly gives the university full and complete control over how her donation will be used,” according to a statement from Tulane University. 

To read the complete article click here...
 

Faith-Based Fundraising ...
Getting past the one-time collection plate

Consultants working in the Catholic fundraising market might face resistance to go beyond the collection basket on Sunday mentality, according to Graham Hunter, senior vice president at May Development Services, based in Greenwich, Conn.

The collection basket doesn’t allow Catholic donors to go deeper with the organization and misses the opportunity to communicate the extensive mission of the church. Consultants need to communicate to religious leaders why fundraising can ultimately help the mission, Hunter explained during the recent Bridge to Integrated Marketing & Fundraising Conference, in National Harbor, Md.

Here are some of his tips:

  • Get to know the client. The religious leader you work with might not have any experience fundraising. Try to explain why fundraising is important for the organization. Try to have a strategy and growth plan already developed that’s easy to explain.
  • Look at frequent communication. The traditional Catholic donor is used to communicating at least once a week with their church -- on Sunday. So don’t think you should only contact donors every three months. Donors are twice more likely to give within the first six months versus the seven to 12 month range, so make sure you don’t lose that opportunity.
  • Complainers are not the focus group. “I can’t tell you how many great ideas have been squashed because two people complained,” said Hunter. Religious leaders don’t want to offend their followers, but point out that those who complain usually are the exception and not the rule.
  • Perceptions about premiums. Some Catholic leaders may argue that direct mail should be strictly mission-based. Hunter explained you need to find premiums that resonate, such as prayer cards or religious calendars, to drive premiums back to the mission.
  • Be accountable. Consultants, whether they are in the religious market or not, should show measureable results. Try to meet with leaders at least quarterly to discuss results and see if there are tweaks that need to be made.

Branding ...
5 ways to assign worth to your brand

Sponsorships can be valuable for nonprofits that want to gain recognition or value by aligning themselves with a powerful brand. But nonprofits should analyze what worth they can offer a sponsor, according to Gail Bower, president of Bower & Co. Consulting, LLC., based in Philadelphia. 

Bower presented her session “Partnering with Corporations: Five Strategies for Increasing your Sponsorship Income” during the recent Bridge Conference in National Harbor, Md., hosted by the Association of Fundraising Professionals, Washington D.C., Metro Area Chapter and the Direct Marketing Association of Washington. She explained that nonprofits should view sponsorships as strategic fundraising opportunities – not handouts.

Here are her five strategies:

  •  Value. Analyze your value in the sponsorship relationship. What does your nonprofit have that the company might be interested in? It could be as simple as access to your donor demographic. Arm yourself with statistical and demographic information regarding your donors when chatting about any sponsorship opportunities.
  • Price based on value. Your price should reflect the demand for the sponsorships and the value that would entail, just like any other business. Don’t just make up numbers in your head. Factor in resources you will have to put into the sponsorship and make sure the price is profitable for you. And don’t settle for anything less than what the sponsorship is worth.
  • Inventory assets. Break down costs associated with promotions, advertising and public relations. Discuss what on-site opportunities or naming and branding rights your sponsor would receive with the deal.
  • Provide options. Allow for various giving levels. In this economy, many companies cannot afford to sponsor your whole event. Make a tiered benefits package, such as brand size and placement on event materials, that will correspond with the sponsorship level.
  • Strategize approach. Do not run head first into cold calls. Analyze what different sponsors would want from a sponsorship based on their industry and how the company operates. And then keep researching. Don’t rush your pitch and make sure the company knows you did your homework.

Planned Giving ...
Past and future should be gift ‘ask’ considerations

Talking to donors about bequest gifts can be difficult. But it always helps if you have a plan, according to David Whitehead, chief development officer at AARP Foundation, and Jay Steenhuysen, partner at Covenant Calls.

Bequest gifts should intertwine your donor’s past with your donor’s future legacy, Whitehead and Steenhuysen explained at the recent Bridge to Integrated Marketing & Fundraising Conference, in National Harbor, Md. You should outline your bequest conversations to encourage them that their legacy will continue with their gifts.

Here are their thoughts:

  • Affirm control. Whitehead and Steenhuysen explained that fundraisers should start the conversation about why donors act on a fulfillment item. Try to probe for the donor’s feelings and really listen to their thoughts. Note if the donor is pausing or repeating different thoughts.
  • Open the past. Ask your donor open-ended questions and encourage them to share their stories. The donors’ stories will help you understand their values. Ask questions and stay engaged with their thoughts and emotions.
  • Recognize the present. Relate the values in the donor’s stories to the mission of your organization. Ask your donor’s thoughts about what facet of the organizational mission resonates.
  • The donor’s place in the future. Move the conversation to look into the future. Ask donors what part of the relationship with the organization would they like to last. Question your donors if they see a way to sustain that relationship with the organization in a legacy.

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