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2014 Annual Meeting
WELCOME
Annual Meeting Presentation
Building A Culture of
Philanthropy
Michele R. Berard, MBA, CFRE
@micheleberard
@afprichapter
What is philanthropy?
A voluntary action for the public
good, including voluntary service,
voluntary association, and
voluntary giving.
Source: Rosso:Achieving Excellence in Fundraising
“Fundraising is an art
”
“Fundraising is an art
”
Fundraising...

is a science
“
based on a body of knowledge”
Simone Joyaux,ACFRE
YOU are the expert!
What is the biggest threat to
your organization?
Three ways nonprofits make money:
‱Earn it
‱Borrow it
‱Raise it
Bill Littlejohn
President/CEO
Sharp Healthcare Foundation
San Diego California
The Concept of Leverage

Donations = Investments
A coordinated philanthropy program aligns
donor interests with the funding needs of an
organization.
INSPIRE Campaign – Sharp Healthcare
Donor Interests =Voluntary
Underdeveloped:
A National Study of Challenges
Facing Nonprofit Fundraising
http://www.compasspoint.org/underdeveloped
Criteria for A Culture of Philanthropy
1. Most people in the organization act
as ambassadors and engage in
relationship building.
Source: www.compasspoint.org/underdeveloped
Criteria for A Culture of Philanthropy
2. Everyone promotes philanthropy
and can articulate a case for giving.
Source: www.compasspoint.org/underdeveloped
Criteria for A Culture of Philanthropy
3. Fund development is viewed and
valued as a mission-aligned program
of the organization.
Source: www.compasspoint.org/underdeveloped
Criteria for A Culture of Philanthropy
4. Organizational systems are
established to support donors.
Question: How many of you post the
Donor Bill of Rights on your website?
Source: www.compasspoint.org/underdeveloped
Criteria for A Culture of Philanthropy
5. The executive director (or CEO) is
committed and personally involved
in the fundraising.
Source: www.compasspoint.org/underdeveloped
5. The executive director (or CEO) is committed and personally
involved in the fundraising.
Source: www.compasspoint.org/underdeveloped
4. Organizational systems are established to support donors.
3. Fund development is viewed and valued as a mission-aligned
program of the organization.
2. Everyone promotes philanthropy and can articulate a case for giving.
1. Most people in the organization act as ambassadors and engage in
relationship building.
RECAP:
You can start anywhere

Establish a Culture of Philanthropy
You can start anywhere


it starts with YOU
Establish a Culture of Philanthropy
w w w. A F P R I . o r g
@ a f p r i c h ap t e r

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AFP-RI Annual Meeting 2014

  • 2. Annual Meeting Presentation Building A Culture of Philanthropy Michele R. Berard, MBA, CFRE @micheleberard @afprichapter
  • 3. What is philanthropy? A voluntary action for the public good, including voluntary service, voluntary association, and voluntary giving. Source: Rosso:Achieving Excellence in Fundraising
  • 4. “Fundraising is an art
”
  • 5. “Fundraising is an art
”
  • 6. Fundraising... 
is a science “
based on a body of knowledge” Simone Joyaux,ACFRE YOU are the expert!
  • 7. What is the biggest threat to your organization?
  • 8. Three ways nonprofits make money: ‱Earn it ‱Borrow it ‱Raise it Bill Littlejohn President/CEO Sharp Healthcare Foundation San Diego California
  • 9. The Concept of Leverage
 Donations = Investments A coordinated philanthropy program aligns donor interests with the funding needs of an organization. INSPIRE Campaign – Sharp Healthcare Donor Interests =Voluntary
  • 10. Underdeveloped: A National Study of Challenges Facing Nonprofit Fundraising http://www.compasspoint.org/underdeveloped
  • 11. Criteria for A Culture of Philanthropy 1. Most people in the organization act as ambassadors and engage in relationship building. Source: www.compasspoint.org/underdeveloped
  • 12. Criteria for A Culture of Philanthropy 2. Everyone promotes philanthropy and can articulate a case for giving. Source: www.compasspoint.org/underdeveloped
  • 13. Criteria for A Culture of Philanthropy 3. Fund development is viewed and valued as a mission-aligned program of the organization. Source: www.compasspoint.org/underdeveloped
  • 14. Criteria for A Culture of Philanthropy 4. Organizational systems are established to support donors. Question: How many of you post the Donor Bill of Rights on your website? Source: www.compasspoint.org/underdeveloped
  • 15. Criteria for A Culture of Philanthropy 5. The executive director (or CEO) is committed and personally involved in the fundraising. Source: www.compasspoint.org/underdeveloped
  • 16. 5. The executive director (or CEO) is committed and personally involved in the fundraising. Source: www.compasspoint.org/underdeveloped 4. Organizational systems are established to support donors. 3. Fund development is viewed and valued as a mission-aligned program of the organization. 2. Everyone promotes philanthropy and can articulate a case for giving. 1. Most people in the organization act as ambassadors and engage in relationship building. RECAP:
  • 17. You can start anywhere
 Establish a Culture of Philanthropy
  • 18. You can start anywhere
 
it starts with YOU Establish a Culture of Philanthropy
  • 19. w w w. A F P R I . o r g @ a f p r i c h ap t e r