1. Working With to Advance The Kosovo American Education Fund

2. Transfer of Wealth 1998 - 2052 Low Estimate$41 Trillion Low Estimate$41 Trillion Middle Estimate $73 Trillion Middle Estimate $73 Trillion High Estimate$136 Trillion High Estimate$136 Trillion Source: Boston College Social Welfare Institute Dr. Paul G. Schervish & John J. Havens

3. Primary Finding: KAEF Fundraising Commitment by American Councils Provides, KAEF Fundraising Commitment by American Councils Provides, –An opportunity to pilot / model private funding & explore growth potential –With significant Implications for the organization

4. Purpose: Review leading findings, conclusions & recommendations Review leading findings, conclusions & recommendations Clarify Situation Analysis context Clarify Situation Analysis context Next Steps Next Steps

5. Robert Russell & Associates 30+ years building institutions 30+ years building institutions Hospitals & private schools Hospitals & private schools Universities & public policy groups Universities & public policy groups

6. Methodology: Extensive documents research Extensive documents research Interviews of staff, trustees, alumni Interviews of staff, trustees, alumni Analysis vs. best practices & experience Analysis vs. best practices & experience *Reasons for Optimism!

7. Where Did Money Come From in 2005? -Individuals $199.1B – 76.5% -Foundations $30B – 11.5% -Bequests $17.4B – 6.7% -Corporations $13.8B – 5.3% - TOTAL GIVING 2005 $260.3 Billion Source: Giving USA June 2006

8. Where Did Money Go in 2005? Source: Giving USA In Billions % Religion $93.135.8% Education 38.614.8 Health 22.5 8.7 Human Svcs. 25.4 9.4 Arts/Culture 13.5 5.2 Public/Society 14.0 5.4 Environment 8.9 3.4 Int’l. Affairs 6.4 2.5 To Foundations 21.7 8.3 Unallocated 16.2 6.2 Total $260.3B

9. Giving Motivators for Individuals: 1. “Effectiveness” or ROI 2. Belief / Passion 3. Quality 4. The “Messenger”

10. Giving Motivators Continued: 5. Urgency 6. Need 7. Obligation 8. Tax Deductibility

11. A Major Conclusion: The Best Option for KAEF & American Councils Fundraising: -American individuals -Shared vision, values, hopes and dreams *Relationship development

12. Leading Findings: KAEF a pilot / model for larger idea KAEF a pilot / model for larger idea Mission statement has evolved Mission statement has evolved Fundraising experience competitive grant focused Fundraising experience competitive grant focused

13. Leading Recommendations: KAEF fundraising strategic plan with American Council’s backdrop KAEF fundraising strategic plan with American Council’s backdrop Meeting donor needs Meeting donor needs Fundraising infrastructure Fundraising infrastructure

14. Implications: Significant but reasonable investment Significant but reasonable investment Organization acculturation Organization acculturation Board responsibilities Board responsibilities Senior leadership commitment Senior leadership commitment

15. In Summary: Committed to fund raising Committed to fund raising An opportunity to explore / expand An opportunity to explore / expand Promising relationships Promising relationships Strong, capable leaders & staff Strong, capable leaders & staff Reasons for optimism Reasons for optimism - Timely mission - History of success - Great stories - Reputation for quality

16. Next Steps: Board approval for hiring Board approval for hiring Board help w / donor identification Board help w / donor identification Strategic marketing workshop Strategic marketing workshop Integration of fundraising w / larger strategic plan Integration of fundraising w / larger strategic plan

17. Working With to Advance The Kosovo American Education Fund