Peter Reader, Director of Marketing and Communications Charlie McCallum Head of Alumni & Development Fundraising for the University of Bath

1Where we were 2Initial work 3First results 4Working with you

Fundraising for the University of Bath Key principles of fundraising: to support excellence and success to build the commitment of stakeholders to this success NOT a substitute for other funds

Fundraising for the University of Bath Essentials for success: strong institutional leadership committed and involved academic staff and lay members a professional and well run fundraising office

Fundraising for the University of Bath 1 Where we were previous record of investment but only modest success few staff, and more leaving commissioned report from Iain More Associates

Fundraising for the University of Bath Report from Iain More Associates: articulate fundraising goals and integrate with University priorities identify and cultivate potential donors reinvigorate regular giving programmes

Fundraising for the University of Bath Report from Iain More Associates: set up a Development Planning Group, chaired by the Vice- Chancellor involve lay members and key academic champions spend previous donations

Fundraising for the University of Bath Our assets: an excellent database of alumni a pool of previous alumni donors a newly recruited and enthusiastic development team

Fundraising for the University of Bath Our weaknesses: no track record of asking no track record of thanking no continuity with the previous development team

Fundraising for the University of Bath 2 Initial work: re-start fundraising from individuals, particularly alumni research & approach philanthropic Trusts and Foundations set up ad hoc development group

Fundraising for the University of Bath Alumni fundraising: initial plans telephone campaign, spring 2005 direct mail, spring to autumn 2005 telephone campaign, autumn 2005 Target: £50k by July 2005

Fundraising for the University of Bath Individual fundraising: face-to-face approaches to key individuals continue to friend-raise develop our recognition and stewardship programmes

Fundraising for the University of Bath Trusts and foundations: initial concentration on key trusts and foundations build relationships understand their interests and match with our own

Fundraising for the University of Bath Establish Development Group: to articulate the Universitys fundraising priorities to agree key projects to ensure they are recognised as institutional priorities

Fundraising for the University of Bath 3First results 18 per cent response to survey of alumni target for alumni fundraising of £50k by July 2005 already met further £75k raised from key individuals

Fundraising for the University of Bath Further work: initial meetings with key trusts ad hoc development group set up; two meetings to date first two projects agreed

Fundraising for the University of Bath 4 Working with you the Development Office exists to support you in raising funds for your projects we can only do this well if we are the central point of co-ordination

Fundraising for the University of Bath Agreeing projects Development Group will agree priorities BUT anyone can put forward projects Deans and Heads of Department will be involved in process

Fundraising for the University of Bath Types of project to be considered capital projects (buildings, etc) posts (chairs, lectureships, etc) scholarships, bursaries & prizes but NOT research projects

Fundraising for the University of Bath Putting forward a project application form online submitted to Development Office for initial evaluation at any time Development Group makes recommendations to Executive Committee

Fundraising for the University of Bath Role of Heads of Department: to put forward & prioritise projects to ensure projects are owned and have champions to share information, so that the chances of success are greater

Fundraising for the University of Bath Role of Development Office: to co-ordinate approaches to possible funders to provide you with expertise and information to increase the value of cash donations (tax reclaims)

Fundraising for the University of Bath Some examples of good practice: access for Management to the alumni database participation in the Sport Development sponsorship group support for international alumni events

Fundraising for the University of Bath More examples of good practice: technical advice in securing a possible legacy setting up a bursary for Electrical Engineering reclaiming tax on donations to a prize fund

Fundraising for the University of Bath Examples of bad practice: multiple applications to the same potential funder low asking chopping and changing of priorities

Fundraising for the University of Bath Some misconceptions: alumni are only interested in their academic department the best person to make an ask is from the Development Officeit could be you or your project champion, but we can help you

Fundraising for the University of Bath Is it worth it? £100k invested should lead to £600k to £1m return in 2002/3, 29 universities raised cash, philanthropic and associated gifts to the value of £140m, an average of £4.8m

Fundraising for the University of Bath Potential risks: lack of agreed projects for which to fundraise lack of real engagement with fundraising failure to create and manage a professional and well-run office

Fundraising for the University of Bath Further Reading: Increasing voluntary giving to higher education (The Thomas Report), DfES, May 2004 First, find your millionaire, Harriet Swain, The Guardian, 26 March 2005

Peter Reader, Director of Marketing and Communications Charlie McCallum Head of Alumni & Development Fundraising for the University of Bath