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Imagine. Invest. Inspire:
OTC’s story of best practices in
fundraising and grants development
Once upon a time…
• OTC was approved by the voters in 1990
• College opened in 1991 with 1,198 students
• Now serve more than 15,000 students in five
  locations
• Third largest community college in the state
• Recently named one of the fastest growing
  community colleges in the nation by
  Community College Week
The OTC Foundation
• OTC Foundation established 1996
• Since 2007, the Foundation as seen a 700%
  increase
• Scholarships, Student Support Programs,
  Center for Health Education and Center for
  Workforce Development
• Fast forward to 2012
Grants Development at OTC
• Began without a focus on attaining grants
• 2000-2004: First full-time director of grants
• 2006: Began a faculty-led grants office that
  continues today
• 2008: Economic downturn; Obama elected
• FY 2012: Over $6 million in grant awards
• Strategic Plan: Annual goal of $2M in grants
Staff
•   Two full-time staff members in the Foundation
•   One full-time assistant
•   One part-time director of grants
•   Executive Director/Vice Chancellor
Collaboration is Key

Keep Your Story Simple
  – Be a storyteller
  – Use more than facts and figures, but answer
    the questions directly.
Collaboration is Key

Let Others Tell Your Story
   – Let the experts “sell” your program
   – Leadership Reception
   – Educating the public about your mission
   – Avenues to tell your story – Speaker Circuit
Interpersonal Relationships are Crucial

• Using events to make friends and not just
  money
• Networking and positive relationships with
  outside organizations
• Everyone deserves good customer service –
  external and internal
• You should never have to make a cold call ask
Seven ways to say thank you
1. Thank you from your organization – make it personal
2. Thank you the person/people who benefited from
   the gift
3. Call the donor and thank him/her. This can be a
   good time to update him/her on the project
4. Recognition in Annual Report
5. Naming Opportunities
6. Recognition on social media, videos
7. Donor Reception
The Results

• Set a goal of $10 million, raised $14.4 million
• Grant awards have grown from around $1
  million annually to over $6 million in FY 2012.
Your Strategies

Collaboration: Briefly tell one story about how
your organization has helped your community.
(Remember, make it personal.) Who are two
contacts you could share this story with?
Your Strategies

Interpersonal: Identify two organizations who
might be willing to partner with you on a grant
or fundraising opportunity.
Your Strategies

Thank You’s: Identify one unique way in which
you can express your thanks to your donors.
Contact

Tracy McGrady – mcgradyt@otc.edu
Stephanie Brown – browns@otc.edu

               www.otc.edu

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Otc ppoint

  • 1. Imagine. Invest. Inspire: OTC’s story of best practices in fundraising and grants development
  • 2. Once upon a time… • OTC was approved by the voters in 1990 • College opened in 1991 with 1,198 students • Now serve more than 15,000 students in five locations • Third largest community college in the state • Recently named one of the fastest growing community colleges in the nation by Community College Week
  • 3.
  • 4. The OTC Foundation • OTC Foundation established 1996 • Since 2007, the Foundation as seen a 700% increase • Scholarships, Student Support Programs, Center for Health Education and Center for Workforce Development • Fast forward to 2012
  • 5. Grants Development at OTC • Began without a focus on attaining grants • 2000-2004: First full-time director of grants • 2006: Began a faculty-led grants office that continues today • 2008: Economic downturn; Obama elected • FY 2012: Over $6 million in grant awards • Strategic Plan: Annual goal of $2M in grants
  • 6. Staff • Two full-time staff members in the Foundation • One full-time assistant • One part-time director of grants • Executive Director/Vice Chancellor
  • 7. Collaboration is Key Keep Your Story Simple – Be a storyteller – Use more than facts and figures, but answer the questions directly.
  • 8.
  • 9. Collaboration is Key Let Others Tell Your Story – Let the experts “sell” your program – Leadership Reception – Educating the public about your mission – Avenues to tell your story – Speaker Circuit
  • 10. Interpersonal Relationships are Crucial • Using events to make friends and not just money • Networking and positive relationships with outside organizations • Everyone deserves good customer service – external and internal • You should never have to make a cold call ask
  • 11. Seven ways to say thank you 1. Thank you from your organization – make it personal 2. Thank you the person/people who benefited from the gift 3. Call the donor and thank him/her. This can be a good time to update him/her on the project 4. Recognition in Annual Report 5. Naming Opportunities 6. Recognition on social media, videos 7. Donor Reception
  • 12.
  • 13. The Results • Set a goal of $10 million, raised $14.4 million • Grant awards have grown from around $1 million annually to over $6 million in FY 2012.
  • 14. Your Strategies Collaboration: Briefly tell one story about how your organization has helped your community. (Remember, make it personal.) Who are two contacts you could share this story with?
  • 15. Your Strategies Interpersonal: Identify two organizations who might be willing to partner with you on a grant or fundraising opportunity.
  • 16. Your Strategies Thank You’s: Identify one unique way in which you can express your thanks to your donors.
  • 17. Contact Tracy McGrady – mcgradyt@otc.edu Stephanie Brown – browns@otc.edu www.otc.edu

Hinweis der Redaktion

  1. OTC grew quickly in a short amount; therefore, the focus was on other items rather than on fundraising.
  2. The College grew quickly; however the foundation was not established until 1996. It handled just scholarships. We were kind-of jumping around and had no targeted approach. There weren't any events set in place and we just responded when someone made a gift. We weren’t actively seeking. If someone had an idea, we were thinking about it long term. Everything was sort-of pieced together
  3. Importance of having others buy into your missionImportance of others understanding your missionInformationalFace of the programRoles overlap between foundation staff, other staff within your organization and board members
  4. Importance of having others buy into your missionImportance of others understanding your missionInformationalFace of the programRoles overlap between foundation staff, other staff within your organization and board members
  5. Golf tournament, leadership reception, naming events, open houseSharing story about our own successes with building relationshipsCredibility Don’t “nickel and dime” your donorsIt is important to note that our fundraising as evolved over time/
  6. I once read that you should tell a donor thank you at least seven times for a gift. Here are some ways we thank our donors and use this as an opportunity to cultivate your donors. You build the relationship with the donor, but it never ends. You adapt. Some donors start with giving once and can become an annual donor