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Fundraising and Development Free Information Session

Fundraising and Development Free Information Session


What, if you get involved,
what will be expected of you. What will be expected of me,
as the instructor and sort of the overall experience we’ll
have together as we take this class. I have an assistant
clicking my slides forward. [LAUGH] So let me tell you
a little bit about my background. So, first of all, don’t you love that
the name of the course is FUN200? I think that’s like epitomizes what we’re
gonna have when we do take this class. Our goal for this class is to really
teach you about the role of fundraising. What are the fundamentals? We’re gonna really just cover the surface,
we’re gonna skim over the top of everything that you would want to and
were afraid to ask about fundraising. We’re gonna do it in a fun and
interactive way. So I really love that
the class is called fun 200. But a little bit about my background. I’m the assistance vice chancellor
of development outreach. Which is sort of a fancy title to
say I handle all of the sort of operational back of the house things
related to a development shop. So I oversee six teams. I oversee donor relations,
and annual giving, proposal services, marketing,
our research team, and then a new team that we just added,
which is talent management. So this is where the reason for
this course kinda came around is the, interest in development and the need for skilled development officers
has really become a hot, hot, hot topic, so
we’ve added a talent management or development recruiter to help
us find great new people. So one of the ways we hope to uncover
some great talent also is by folks taking the class and seeing if this is a
career that they’re really interested in. A couple of the questions
that we asked ahead of time is what is your work
experience in fund raising? And it looks like from those
that are on the lines, the majority of you are pretty
new in your career. Let’s see about 40% of our respondents so
far say they’ve been doing it for about less than a year, and 30% have said they’re kind of in
it the last two to five years. The other question we asked and
I think this is really important is. What is your interest? Why are you interested in taking this? And it looks pretty evenly split. Well actually the higher
percentage is that they want to transition in to a fund-raising
role in your current organization. So, I think that this course will
help address all of those things. So, thanks for participating. If others that haven’t done
the questions would go ahead and do that, that would be really
useful to me as we prepare for the course and get ready to go. So you met Caroline and Elizabeth will
also be working with you as well. So it’ll be the three, we’re the dream
team, we’ll be working with you. And helping you walk through this process. Okay, so
let’s get into careers in fundraising. We wanted to share this quote. So my boss, Shaun Keister,
he’s the vice chancellor. He’s been in his role for about. Nearly five years at UC Davis. But he’s had a long track
record of fundraising. Like many of us in fundraising,
we started right out of college and sort of fell into it. It wasn’t something we planned. There was, at the time that we got in,
I’ve been in the field for 23 years. There was no formal course that you
could take to get yourself prepared you just sort of fell into it. But I think the one thing that you see in
Sean’s quote that’s really important is the majority of us that go into
the field of fundraising go into because we want to make
a difference in the world. We want to have some
type of positive impact. And I think those of you
that are listening and if that’s something that you’re interested
in doing then I think pursuing this and taking this course will really help
you learn more about the role and the impact that you can have. So I just wanted to share that because I
think it’s important to really know those of us that choose to serve in this
industry really do it with the hope that at the end of our lives we’ve
made the world a little better place. We’ve added more scholarships. We’ve saved more dogs and
cats cuz the Humane Society. We’ve helped people with the American
Red Cross when there is an emergency. We’re making a positive
impact on the world. So, I just wanted to chat a little
bit about that or share that. Let’s move into careers in fundraising. It’s an employee market right now if
you want to get into fundraising. Some of the great statistics that Caroline
added here are really critical to know. There’s a big, growing field for
folks in development. As someone who has been in the field for
a while, I get, probably, three or four calls or
emails from headhunters a week. I have a LinkedIn profile, and so I have recruiters constantly
approaching me on LinkedIn, as well. So it’s really an employee market. So if this is an area that you think you
might have some aptitude or interest in, there is potential to start a career and
grow a career in development. I think the interesting statistic
that’s added here is that the growth of fundraising jobs is
higher than the national average, almost 30% higher than
the national average. I think that sort of helped solidify
the fact that if this is a field you’re interested in, for those of you who
want a transition or want a career change, this will really allow you to know that
there’s actually something out there for you based on the area that you’re
most interested in supporting. Education has been my field for
most of my career. But I also spent a few
years in healthcare and really like that as well. So the thing about fundraising careers and I mentioned that earlier that
some of us fell into it. We just looked. In my case there was a teeny tiny
ad in my local paper that said there was a fundraising position
with the American Cancer Society. And I thought hey,
I think I could probably do that. I really believe in what
the American Cancer Society does. And I interviewed for
the job and luckily got the job. And that was sort of
the beginning of my career. So we [LAUGH] this is a great graphic
because there is a path you can take. The second graph that’s like from A to B,
a straight line. There is a very clear path. But there’s also, if you’re like me,
I have a graphic above. I mean, I have sort of a squiggly path. A lot of my colleagues in the industry
have left to go, be stay at home parents, or have gotten out of non-profit world
to try to the for-profit world, and if they can come back in maybe they
started as a researcher and then decided what they’re learning has made them
wanna become a development officer. So there’s not a direct line or a path. I think the key is to get into an
organization that you really believe in. That you can get behind. Because if your personal passions
are in line with the passion Or what the organizations are doing. You can get from point A to point B,
either directly or indirectly. So there’s a couple of different
paths that you can take. First I want to talk about development. If you wanted to become
a development officer. So for those of you who
aren’t as familiar with that, that’s the person who’s going out and
who’s, everyday they wake up and they think about how do I connect
with someone and ask them for money? Whether that’s an annual gift,
which is, maybe, you’re asking via writing a great solicitation letter,
or an email solicitation, or you are talking with them on the phone, the telemarketing calls
that you get sometimes. Whether it’s that,
which is annual giving, or major giving, which is sitting down one-on-one
with a couple or a family and talking about a larger gift. And that’s really like building a personal
relationship with that person so that there’s a level of trust and
that you can learn a lot about who that couple is and what it is that
they support and believe in, and then connect them with the thing
that they’re most passionate about. They have the resources,
they have the inclination to give, and so it’s quite a great privilege to be able
to be invited into someone’s home and to be able to ask them for a gift. The third kind of development officer
related position is planned giving, which is leaving money through
your estate to the organization. This is really a field in and of it’s own. It’s a very specialty area. And we’re actually going to
offer a course in it, later on, as part of our certificate program. And there’s a lot more
to be learned with that. Typically, a planned giving ask
is made after quite a time. There needs to be a lot of trust for
someone to open up their conversations and talk about their will and after they’re
gone and what they want their money to do. And then finally management
is another career path. If you become a development officer and
if you want to take the straight line, the straight line that we talked
about in the earlier slide that goes from point A to
point B really directly? That’s about the straightest
line you can make. So annual giving, to major giving, to
planned giving and then into management. Along the way, of course, you can manage a whole team
of people who focus on annual giving. You can also manage major gift officers. You can mange planned giving officers but
management is another thing and that Is more about developing the careers
of the folks that report to you, versus doing it as directly
as you used to on your own. So that’s one path that a person
can take in fund raising. So a lot of people as they’re taking
this course, I want you to know that, you can think about it and
becoming a development Oofficer and that’s the most obvious
career that people think of. The second is operational. The second is operations, and this is
another really, really important field. So I say that because, of course, that’s
where most of my career has been built, so I think it’s the most important. But we’re the folks that sort
of stand behind the scenes and help and allow and
create the processes and the protocols so it makes it easier for the front line
development officers to do their work. So operations or sometimes it’s
called advancement services. These are, we call it at
UC Davis development outreach. So it’s really the services that
support the development operation. So, donor relations in its most simple form is defined as thanking the donor
after they’ve made their gift. It’s a really critical
part of the operation. We’re gonna talk about
that in the first class. I think it’s maybe our last module. We’re gonna talk about stewardship and
how important it is. Another facet of operations is research,
and this is uncovering and
finding those folks that might have wealth and then also inclination
to give to your organization. So, if you like to dig and uncover and do research,
this is a career path for you. Marketing is another one. Talking about how great your organization,
your institution is. When I came into UC Davis, we were ranked,
I think, ninth best institution, public institution in the country and
no one knew about us. So we have been trying to change that. We’ve been changing that
by telling our story. And mostly, from our perspective, it’s telling the story of the impact
that a donor’s gift has made and what that does and how that’s influencing
the world, the region, California. So marketing is another
field that you can get into. Communications, we created a whole
team of people at UC Davis. They’re called proposal writers. And every day, all day, they get up and
they think about making a case for support, and how to connect and
write a proposal for an individual or family or a small
foundation to ask them to consider a gift. So if you’re a strong writer,
you can have a career in development, it doesn’t have to be just sitting
down with the donor and asking. And then finally, of course, you can have a management position
in operation which is what I have. But along the way in my career
I’ve managed one of these teams, two of these teams, and
now all of these teams. So there’s really lots
of different careers. There’s development,
which is you’re frontline, everyday thinking about asking for
money, or you’re operational and you’re behind the scenes and
just as critically making it possible. Okay, so let’s talk about
the creation of this program and sort of how it’s going to work. So we’re gonna. The best case scenarios, we would have
loved to have all of you in one place, but we’re gonna do this online and
we wanna make it as hands-on as possible. We’re going to give you actual examples. Our goal,
by the end of the certificate program, and the end of each course is that you
walk away with a portfolio of work of things that you can say okay, I now
know how to write a solicitation letter. I now know what components should be
included and should not be included. I know that it shouldn’t
be four pages long. I know that I should maybe make
sure that I include an ask.. You’ll learn those things
during the course and you’ll actually get to practice it and
do it. You’ll also, some of the other examples
of things that you’ll get to do, or examples of applied learning
is You will get to one of the exercises is we’re gonna
ask you during the research module to pick an organization
that you love. Let’s say it’s the Humane Society. And then try to find five or six prospects or prospective donors
who could potentially or would potentially support
the Humane Society and explain why. I think that will give
you an understanding of all of the work that goes in to
trying to find and uncover donors. Just because someone has money does
not mean that they’re going to give to UC Davis or the Humane Society or
the American Red Cross. Some people just are not
philanthropically inclined. And that sort of the harsh
reality I think of fundraising. We’re also going to give
you an opportunity, a lot of non-profits and
other organizations will host events. And we’ll want to get sponsors for them or they’ll have golf outings,
they’ll have walkathons. We’re gonna give you an opportunity
to write a actual proposal so that you know that there’s,
how to do that. And if you work currently for
an organization hopefully some of these things that you’re doing you can actually
use within your organization and apply it to your everyday work. The other thing we’re gonna talk about is
we’re gonna have you create an elevator speech, and
we wanna do something fun with that, and actually have you videotape yourself,
talking about why you should support this. You pick an organization, and then you
write a short case for support, and then you videotape yourself. And talk about why you should give
to this organization and why now. The idea of the elevator speech is if
you’re stuck in an elevator with someone and they ask you what you do for
a living or why you work for UC Davis, what would you say? And so we all like to have our
elevator speeches written so we’re really gonna spend a lot of
time giving you hands on real life experiences and doing the work that
we do everyday day in and day out. The other thing we’re gonna do and
I might ask Caroline to talk a little bit more about this for me, but we’re gonna
have a combination of experiences. We’re going to have you upload videos. We’re gonna have you upload your
assignments into the learning, what is the thing called Caroline?>>This is the online learning classroom. And so the image that you’re looking at
right now is a screen shot that we took of what our actual, this is the user
interface you would have as a student. So, every week, you sign in, and
you can see okay, it’s week one, so I’m gonna watch this video, these
are the assignment that I have to do, and I’m gonna contribute to
this discussion board.>>Great, so all of your
assignments can be uploaded here. The other thing we’re gonna do to try to
make it feel as though we’re all together all the time is we’re going
to have a discussion board. So I’m gonna pose questions, or
I’m going to ping something out to you, and then ask you guys to respond. And all of you will be responding and seeing what everyone else is working on
and what their thoughts are related to it. So we’ll try to keep an ongoing
dialogue and discussion related to the topics at hand as we learn them,
but also just in general. If I see something really interesting in
the news I may post it on there just for you guys to react to so just to really
keep it timely, and active, and interesting. So there will be a combination of this,
and I think that will make
the experience really good. The other thing, and
these are new terms that I use, after working with all of these
incredible people at extension. I had never heard the word asynchronous or
synchronous, so I’ve learned a lot as we’ve been
developing the content for this course. So most of the course
that you’re gonna take, this particular class is gonna
be done in eight weeks, and we’re gonna have nine different modules,
and different learning topic areas. Most of it will be done asynchronous, meaning on your own or
as an individual, you’re doing this. You will be able to work in your
PJs at home if you want to, over your lunch hour,
however you work it out. But it’s on your own and doing that. So it’s most of it is done via your own
experience and doing it by yourself. But because we’re fundraisers and we can’t
stand that we don’t get to know you. We have added in this particular
class some synchronous lessons. So we will have three in the first course. The very first class we’re going to
do our introduction class is to just get to know each other and know a little
bit more about who’s taking the class and why and what you hope to get out of it. I have a really wonderful colleague,
a friend of mine who had a 20 plus year sales career who decided he
was done working for corporate America. And wanted to make a difference for
his second career, and he’s transitioned beautifully into a really strong, one of
our best development officers at UC Davis. And so Gary Fisher is his name, he’s gonna be involved with us
throughout these synchronous lessons. So he’s gonna be involved, and I think
when we get to the session about major giving and planned giving he is gonna be
available to talk about, and you can ask him direct questions about, how was it to
transition from one career to another. So mostly the synchronous lessons
will just give us opportunities to just have a conversation. I think the final one is,
I think it’s our last day of class and we’re gonna just talk about, what did
we learn, what did we walk away with? What questions are hanging out there? We constantly want to give you,
we’re constantly thinking about how to improve our courses and how to
give you what it is that you need so that you can successfully
walk into your next career. Or successfully move up
into your next position. So that will be the class experience, I’m going fast through this. And then the final thing is the last
flag we wanted to share with you, and then we’ll open it up for questions,
is sort of the course offering. So the first class is the one we’ve been
talking about today which is just sort of the fundamentals, everything you’ve
ever wanted to know about developments, we’re gonna be covering it. Then the next class is really talking
about annual funds and annual campaigns. How do you raise those smaller
pipeline dollars that build? And some of those folks that continue
to give 50, 100, $1,000 a year we’re gonna be talking about all the methods
that you use to successfully do that. We’re then gonna move into major and
principal gifts, so a major gift depends on
the type of organization. But that’s typically
anywhere from 10,000 or $25,000 or more and
principal gift it’d be a million or more. So we’re really going to talk
about how do you do that and dig into what you need to know
to be successful at that. And then I think I mentioned earlier when
we were talking about planned giving and my colleague Brian Casey is gonna
be Doing a session on that. And really kinda dig
into all of the different elements of how you can
make a planned gift. I can be just as simple as writing
UC Davis in your will and letting us know. Or there are all kinds of trusts and
other legal ways you can set that up. So that there’s a benefit to
you as an individual as well. And then I’m gonna let Caroline
talk a little bit about the final bullet point which is the Fundraising and
Development Institute.>>So the Fundraising and
Development Institute is still currently in development,
but it will be offered in 2017. It’s gonna be a two-day immersive
program that’s gonna be here in person at UC Davis. It’s gonna be a very highly
selective program, and it will be by application, so
it’s gonna be a small, very intimate, in-person opportunity for
people to come here, get face to face experience
with our development team, meet with donors, and
hear why do they donate. It’ll be a great networking opportunity. And it’s kind of this final capstone
experience that we really wanted to offer to our learners who are both available,
able to come to Davis, and who show great promise
in the field of fundraising. It will be by application, and
we will select people to come.>>Awesome, the other thing I want to
mention here is that we will be offering, you can take this one course at a time. But this is, this was created very
thoughtfully so that by the end of the four courses you would create a, you
would have a certificate of completion. You really would have been walked through the whole of the industry of
development and fundraising. And so you can take them all together, and
you would get a certificate of completion that the UC Davis Extension
office would send you. You would be all set
to be able to do that. The other option is that you can
take a course one at a time, or a couple at a time,
as it works into your schedule. So I wanted to mention that, as well.>>So we’ve sort of sailed
through our presentation about the course and we have some
time to be able to visit with you or answer any questions that you might have. I know when I took a recent extension
program on coaching, like coaching. I attended an orientation and
I had a lot of questions about how it was gonna work into my
life both personally and professionally. So if you have some questions,
let’s go ahead and ask those.>>Okay, we have a question about how much time a person might expect
to spend in class each week. And that’s really great question. It varies, depending on the learner, and it varies depending on what you’re
really wanting to get out of it. Our typical answer is three to six
hours per week, but if you are maybe extremely efficient, you could potentially
spend less time than that, and if you really wanted to dive
in further to the material. It may be more on the six to
seven hours per week end. So, it varies but
it’s around that time frame.>>We have some really wonderful
reading materials that we’re gonna be sharing as part of the course,
too, and some really great>>Hands-on books that will help you that we’ve kept in our library as people
who’ve built their career here too. So, I think that will be part
of the assignments as well.>>We have a question about the lessons. I’m so glad that you asked this. Our video lessons are very well produced. It is not a voice-over PowerPoint which
I know is what we have delivered for you today, but all of our actual class content
is done through an online video format. So at times you will see
the instructor speaking. You will see some words on the screen
that help to illustrate or further highlight the key points
of what is being said, but it is a very well produced video lesson
that is not a voice over PowerPoint. And we’ll be able to send you
an example of what that looks like well before the class starts so
that you can really get a feel for how dynamic and engaging the lessons are.>>And some of the lessons are longer, the videos might be longer and
there’s less reading for that week. And then some of them may be shorter and there might be more for
you to read to sort of supplement it. So it averages out the amount of
time you’re spending per week, either watching the videos, or
also learning on your own, and reading.>>That’s a really great point. I should go back to my three to six hours
of time you’re spending on the class. The actual video lesson that you’re
watching is gonna be anywhere from maybe 25 minutes to maybe on the higher end
we might have an hour of content for you to be watching that week. and the rest of it is gonna be
passed on the discussion board, time spent doing the readings, and
time spent working on your assignments.>>All right, when does the class begin? So, the first class, Fund Raising 200,
the fundamentals of fundraising and development, begins on April 18th.>>13th.>>13th, I have 18th on my page. It begins on April 13th,
cuz that’s in about six weeks from now. And the course lasts for eight weeks. And then we have our next two courses
are gonna be offered during the summer. As you can see there on the screen, and
then the next one will be in the fall. Now, the two that are offered in
the summer are going to be staggered, so they will not be at the same time. We will have one six week course,
and then that wraps up, and then we’ll have the six week course again.>>Carla, you asked a question,
are there any group projects? Since a lot of what we do
involves collaboration. I would think that most of the projects
are you working on your own. So you’ll write your own solicitation,
you’ll find your own prospects, and the assignments will be individual. But you will have
opportunities to collaborate. The group discussion vehicle,
I think, is really cool, so that will allow you to do that. But the most of it is would be individual. At least in the first course.>>We have a question about video. The presentation we are recording this
I think we started the recording maybe a minute or
two into when we actually started. But yet we can send out to, we can
send out a video of this info session, probably not today, maybe later this
week we’ll be able to do that for you. And we do have an in person
orientation tonight. If your local and its at the,
do you wanna give.>>It’s at our location in Sacramento at the Galleria is where our classrooms are,
our in person classes. It’s at 5:30 tonight. So, if you have any questions on that, I know our information
is all on our website. And what is the question about that?>>Yeah, so we had a question about
signing in and getting a follow up email. Yes, we will be able to send you
the follow up email And if for some reason you don’t get the follow up email,
then absolutely just follow up with us. Our email,
our information is all on the website. We’re doing the follow up emails tomorrow. So if you don’t get anything by tomorrow, please contact us with any questions
that you might have about anything. And that goes anytime. You can contact us any time. Our information there, we have contact
info at extension.ucdavis.edu/fundraising, and that’ll take you to our page where
you will find all of our information. Any other questions that folks have? Hi Miley, I see that you’re online. Miley is one of the folks
that’s on my team. [LAUGH] She’s online. Any other questions that folks have?>>I think, there’s one right here. We have a question that is asking, are
most of our coursework, the assignments, the readings, are they gonna be based for
people who do fundraising in education? Are they gonna be based for people
who do fundraising in healthcare and other industry segments, as well. And I will let Angela
answer that question.>>Yeah, the answer is,
while many of the examples that you’ll hear will be related to higher education,
No. We want you to find the area that
you’re most interested in or passionate about and
that’s the area that we should study. So that’s something [INAUDIBLE] that I
can work on with you, but pretty early on I’m gonna ask you pick one of your
favorite charities are non profits and Spend some time getting to know
who they are and the donors, so we have lots of different examples related
to different parts of the industry but we want you to pick the thing
that you’re most interested in. So higher education is just
one piece of this industry.>>And I think through all of the hands
on assignments, and how many unique assignments that you’re doing, it’ll
provide you the opportunity to specialize.>>Okay.>>So, we have a question,
can you discuss cost for each course? I can, each of the four
courses is gonna be $1,100. For each course. For your first course, if you are attending this info
session today, you get $100 off. As I said earlier,
we will send you the code for that. The institute is gonna be, we have not
determined the cost yet for that one. We are not planning to, we are planning to price that as low
as we can possibly do it, because we really have this goal of creating
an enriching experience for people. So, that one will be as absolutely
affordable as possible.>>Great,
any other questions that we can answer? I mean, this is your time, we wanna make
sure that you have everything you need to be able to make a good decision about
getting involved with the program.>>Well, you guys can send
us your questions any time. We are so grateful that you took
the time out of your day to join us and hear more about the program. We are incredibly excited. This program is very unique. It is absolutely designed to help you in your career in fundraising
with all of the hands-on. Everything was really designed to teach
what fundraisers need to know and what they do,
rather than just a theoretical framework. It’s really very hands-on in material to the work of a development officer or
fundraiser. So I hope that you’ll
consider joining us for the program, and if you have any
questions, please let us know. We’ll be happy to help you any time.>>Thank you.>>Thank you very much for joining us.>>Have a good day.

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