1. Corporate and Foundation Relations
Corporate and Foundation Relations (CFR)
Purpose:
Initiates, fosters and manages philanthropic efforts with corporate and foundation donors having multiple giving/partnership interests or requiring strategic, high-level coordination with OSU.
Uniting Donor and University Passions and Priorities to Achieve Excellence

2. Corporate and Foundation Relations
CFR Team Members:
Stephen Mason - Associate VP of Corporate, Foundation and Tulsa Relations
Stacey Smith - Sr. Director, Corporate and Foundation Relations
Everett Miller - Grant Development Associate (Grant Writer!)
Hailey Payne – Coordinator and Constituent Relations Associate
Uniting Donor and University Passions and Priorities to Achieve Excellence

3. Corporate and Foundation Relations
CFR team member role is to serve as facilitator to:
Help corporations fulfill their business and community engagement strategies
Help private funding foundations solve community problems and fulfill their philanthropic mission
Connect University representatives with corporate and foundation representatives to help foster partnerships that may or may not lead to private funding support.
Uniting Donor and University Passions and Priorities to Achieve Excellence

4. Corporate and Foundation Relations
CFR Resources and Services
Corporate and Foundation Relations Web Page
Information source for
Corporations
Foundations
Faculty and University Representatives seeking private funding support
OSU Private Funding Research Request Form
– Link to form that will inform CFR (Everett) of your Unique Funding Opportunities (UFOs). CFR/Everett will research potential funders and help with application process if potential funder(s) identified.
CFR/Everett keep all OSU Foundation development officers informed to help identify individual, corporate and/or foundation donor prospects
Uniting Donor and University Passions and Priorities to Achieve Excellence

5. Corporate and Foundation Relations
CFR Resources and Services (Continued)
Research potential corporate and foundation funding sources (Everett, Stephen and Stacey)
Facilitate contact with foundation representatives (Stephen, Stacey and Everett)
Write and edit letters of inquiry and proposal narratives (Everett, Stephen and Stacey)
Host site visits for current and potential funders (Stephen and Stacey)
Engage the appropriate university leadership in your proposal (Stephen and Stacey)
Recognize and steward funding received (Hailey)
Assist with funder reporting requirements (Hailey and Everett)
Connect your department with a number of resources, both on and off campus (Stephen and Stacey)
Uniting Donor and University Passions and Priorities to Achieve Excellence

6. Corporate and Foundation Relations
Total Commitments Received from Corporations and Foundations:
(Important note: the commitments noted below are a result of efforts by all OSU Foundation development officers, University leaders and faculty…all colleges, all campuses and all departments including Athletics.)
FY17 $37.8 million
$21.6M Corporations
$16.2M Foundations
FY16 $30.8 million
$18.3M Corporations
$12.5M Foundations
FY15 $46.0 million
$24.5M Corporations
$19.5M Foundations
FY14 $27.3 million
$18.5M Corporations
$ 8.8M Foundations
Uniting Donor and University Passions and Priorities to Achieve Excellence

7. Corporate and Foundation Relations
Current Number of Corporations and Foundations Managed by the OSU Foundation: 410
Number managed by Stephen, Stacey and Everett: 165+
Number managed by other OSU Foundation DOs: 250+
In FY17 Corporate and Foundation Relations (CFR), College assigned Development Officers, University Leaders and Faculty facilitated over $37.8M in corporate and foundation support
Uniting Donor and University Passions and Priorities to Achieve Excellence

8. Corporate and Foundation Relations
Community engagement has become very important as a fundraising and marketing strategy in higher education
Tracking community engagement data is critical to private foundation, corporate and individual investments in higher education
Tracking community engagement in the form of community impact is part of a desire to transform the purpose of higher education.
Project ECHO (example) – Dr. Arora: Higher education should not only train and graduate physicians, teachers and other professionals but also serve them throughout their career as they work to solve community challenges
Uniting Donor and University Passions and Priorities to Achieve Excellence

9. Corporate and Foundation Relations
Outreach type grants – popular focus areas: (Thank you Everett)
Diversity (Almost every company that recruits OSU)
K-12 STEM (Devon, ONE Gas, Tulsa Regional STEM Alliance/CEAT/TCC)
Veterans (Almost every company that recruits OSU)
Specific/Other Examples:
Flint Family Foundation – Birth Control Education and Access in Underserved Populations
Zarrow Foundations – Addiction, Mental Health, Hunger/Nutrition
GKFF – Early Childhood Education, Birth Through Eight, Nutrition, Job Creation, Poverty Prevention
NORDAM/Schusterman – STEM
Outreach type grants more inclined to give to small grassroots nonprofits (something like Red Dirt Military Moms) rather than a program of a large university.  Therefore, partnerships with local nonprofits may be one way to entice funders to engage with OSU programs. (Thank you Everett)
Uniting Donor and University Passions and Priorities to Achieve Excellence

10. Corporate and Foundation Relations
What Foundations and Corporations do you want to be engaged with now that you believe will be interested in helping OSU solve community problems?
Are there Foundations and Corporations that you know we are not engaged with now but should be?
How can the OSU Foundation Corporate and Foundation team be more helpful to you as you and your students work to make a difference in the community?
Questions and Comments?
Uniting Donor and University Passions and Priorities to Achieve Excellence

11. Corporate and Foundation Relations
Contact Information for CFR Team
Stephen Mason - Associate VP of Corporate, Foundation and Tulsa Relations
Phone (O) –
Phone (C) – –
Stacey Smith - Sr. Director, Corporate and Foundation Relations
Phone (O) –
Phone (C) – –
Everett Miller - Grant Development Associate (Grant Writer!)
Phone (O) – –
Hailey Payne – Coordinator and Constituent Relations Associate
Phone (O) – –
Uniting Donor and University Passions and Priorities to Achieve Excellence