Development_Making Memories, Making Money

Information about Development_Making Memories, Making Money

Published on July 14, 2014

Author: csimkovich

Source: authorstream.com

Content

Making Memories, Making Money Essential Tools for Building a Successful Tribute and Memorial Program : Making Memories, Making Money Essential Tools for Building a Successful Tribute and Memorial Program PowerPoint Presentation: Matthaei-Nichols Overview A unit of The University of Michigan Reports to the U-M Provost’s Office $2.5M budget PowerPoint Presentation: Matthaei-Nichols Overview Four properties, one organization 823 Acres A broad constituency Staff: - 30 Regular employees - 35 Student interns - 30 Work-study students PowerPoint Presentation: Matthaei Botanical Gardens (350 Acres) Alexandria Hicks Herb Knot Garden PowerPoint Presentation: Nichols Arboretum (123 Acres) Huron River Landing PowerPoint Presentation: Student Engagement Nichols Arboretum, Student Group Tree Planting PowerPoint Presentation: Community Engaged Learning Matthaei Botanical Gardens, School Field Trip PowerPoint Presentation: Immersive Student Summer Internships Ecological Field Monitoring Field Trip PowerPoint Presentation: Matthaei-Nichols Introductions Karen Sikkenga Associate Director [email protected] Dr. David Michener Associate Curator [email protected] Andy Sell Annual Giving Coordinator [email protected] PowerPoint Presentation: Keys to Success Planning Marketing Stewardship Tracking Leadership support Teamwork PowerPoint Presentation: What is today’s journey? Development and Curation perspectives Identify the importance of tribute and memorial gifts Share changes Illustrate our success stories and moments of learning Define improvement areas Provide a toolkit for examples Development & Curation PowerPoint Presentation: A Changing System PowerPoint Presentation: Where did we start? Informal connections between donors and staff Gifts directed by donor Added trees, plants and benches that were not planned or hindered future development Gift knowledge limited to individuals The spreadsheets! Development and Curation PowerPoint Presentation: PROBLEM: Low program visibility and limited take away information Limited website support SOLUTION: Increased print and online information Individualized giving links with tribute name, full awareness of where the gift is going Development Changes PowerPoint Presentation: PROBLEM: Lost or undocumented donor tribute gift information SOLUTION: Tribute gift accounts – linking donors with the honoree Integrated into UM System Online Tribute Tracker Development Changes PowerPoint Presentation: Are Tribute Gifts Forever ? PowerPoint Presentation: PROBLEM: Misunderstanding of gift terms and donor expectations SOLUTION: Full explanation of terms with s igned gift agreement or gift memorandum Development Changes PowerPoint Presentation: PROBLEM: Gift options relied only on donor wishes SOLUTION: Standardized tree and bench options that fit the mission and needs of the organization Curation Changes PowerPoint Presentation: PROBLEM: Tribute tree failure shortly after planting SOLUTION: Pre-planting and monitoring potential tribute trees for a number of years before becoming eligible Minimizing horticultural disappointment Curation Changes PowerPoint Presentation: PROBLEM: Erratically or poorly placed benches SOLUTION: Identifying bench locations that meet these criteria: -ADA recommendations -Increased visibility -Great views of important landscape features Curation Changes PowerPoint Presentation: Curation Changes Nichols Arboretum Bench Plan PowerPoint Presentation: PROBLEM: Reactive decisions on tribute gift inquiries or questions on what is a tribute SOLUTION: Pre-planning future gift availability Annual inventory and condition walks with multiple departments Curation Changes PowerPoint Presentation: PROBLEM: Mismatched or unidentifiable tribute plaques or tree labels SOLUTION: Resilient anodized aluminum Set format and style Educational component Non-obtrusive Inexpensive and easily produced Curation Changes PowerPoint Presentation: PROBLEM: Mismatched or unidentifiable tribute plaques or tree labels SOLUTION: Resilient anodized aluminum Set format and style Educational component Non-obtrusive Inexpensive and easily produced Curation Changes PowerPoint Presentation: PROBLEM: Where are all the tributes? How do you manage all this data? SOLUTION: Recording GPS location, photos, and tribute text Available to all staff and public P lant and tribute records in one system Curation Changes PowerPoint Presentation: What is the Matthaei-Nichols Tribute and M emorial Program Now? System of donor recognition & stewardship Mission-related & driven Disconnected from value Standardized The possibilities! Development PowerPoint Presentation: Tribute and Memorial Trees and Benches $1,500 donation for trees $5,000 donation for benches Tax-deductible contributions Benchmarked standards Development PowerPoint Presentation: Tribute and Memorial Trees and Benches Pre-determined specimens and bench locations Term-limited to life of the gift with guarantees -10 years, benches -20 years, trees Benchmarked standards Development PowerPoint Presentation: Tribute and Memorial Trees and Benches Recognized by an anodized aluminum tree or bench plaque Donor gift agreement Donor notification and engagement Tracked and stored donor and tribute gift data Development PowerPoint Presentation: Why are Tribute Gifts I mportant to Matthaei-Nichols? Non-restricted revenue Builds an audience of future members, volunteers and major donors Strengthens connections with existing constituents Development PowerPoint Presentation: Why are Tribute Gifts I mportant to Matthaei-Nichols? Fiscal Year Revenue 2010 - $19,209 2011 - $30, 288 2012 - $13,545 2013 - $41,511 2014 - $ 59,261+ Development ‘Tis just numbers, methinks. PowerPoint Presentation: Connecting with Donors PowerPoint Presentation: Why are Tribute Gifts I mportant to Matthaei-Nichols? Meaningful way to connect the University community with our resources Many tributes recognize U-M students, faculty, and staff Curation PowerPoint Presentation: Why are Tribute Gifts I mportant to Matthaei-Nichols? A driving force to fund our strategic priorities Procedures for planning and documentation of visitor amenities Identifies key areas of importance for visitors Curation PowerPoint Presentation: Why are Tribute Gifts I mportant to Matthaei-Nichols? Increases management standards for all collections in all areas Curation PowerPoint Presentation: Why are Tribute Gifts I mportant to Matthaei-Nichols? Increases future planning, communication among staff, and collaboration across all departments Curation PowerPoint Presentation: Connecting a Collection PowerPoint Presentation: The Tribute Gift Path PowerPoint Presentation: Steps in Tribute and Memorial Giving Passive Marketing Posters, n ews articles, information for rentals Donor contact and engagement Tribute account creation Gift stewardship Development Process PowerPoint Presentation: Steps in Tribute and Memorial Giving Streamlining requests Organizing Information Maximizing efficiency Development Process PowerPoint Presentation: Steps in Tribute and Memorial Giving Streamlining requests Organizing Information Maximizing efficiency Development Process PowerPoint Presentation: Steps in Tribute and Memorial Giving Gift fulfillment Tree or bench s election Plaque style and wording Gift agreement Tribute gift created and archived Development Process PowerPoint Presentation: Steps in Tribute and Memorial Giving Future donor communications Re-engagement after the gift term has ended Development Process PowerPoint Presentation: A Teachable Moment PowerPoint Presentation: A Teachable Moment PowerPoint Presentation: A Success Story PowerPoint Presentation: A Success Story PowerPoint Presentation: What can we improve next? 5 year plan for future mapped tribute trees accessible on the Tribute Tracker Zone-specific inventory walks with all horticultural and natural area managers Documentation of process Curation PowerPoint Presentation: What can we improve next? Highlighting tribute gift options in major gift areas Endowment options for benches and trees Increased usability of web features Development PowerPoint Presentation: A Tributes Toolkit Link to our tribute page and Tribute Tracker web feature Link to this presentation Customizable tribute gift agreements Tree / Bench plaque templates UM process graph and SI evaluation PowerPoint Presentation: Thank you PowerPoint Presentation: http://www.lsa.umich.edu/mbg/apga/matthaei_nichols_tribute_toolkit.zip

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