2. …BUT FIRST, A SHOUT OUT TO
• Kirsten Rasmussen
Assistant Vice President for Development, Stewardship
The George Washington University
kirstenr@gwu.edu
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
This is not George!
3. Systematic vs. Ad hoc
Stewardship
“Just cause you got the monkey off your
back doesn’t mean the circus has left
town.” - George Carlin, comedian
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
4. Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
5. Growing Partnerships
• Within Advancement
• With the Academic Community/Programmatic Staff
• With your Finance Department
• With your Legal Office
• Unique Partnerships (Financial Aid, Doctors, etc.)
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
6. “Be courteous to all, but
intimate with few, and
let those few be well
tried before you give
them your confidence.”
- George Washington,
first President of the
United States
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
7. Effective Communications
• Transparency/Accountability/Access
• Ensuring Understanding/Managing
Expectations
– Project Briefs
– Agendas
– Conference Reports
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
8. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
9. “A dictatorship
would be a heck
of a lot easier,
there’s no
question about it.”
- George W. Bush,
43rd President of the
United States
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
10. Effective Communications (cont’d)
• Feedback: 360 reviews from donors and
colleagues
• Donor-centric communications
• Online/Social Media
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
11. “The single biggest problem
In communication is the
Illusion that it has taken
Place.”
- George Bernard Shaw,
playwright
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
12. “The Costanza Principle”
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
"You see, right now I have Relationship
George. But there is also Independent
George...Movie George, Coffee Shop
George, Liar George, Bawdy George...If
Relationship George walks through this
door, he will kill Independent George.
A George divided against itself
cannot stand!"
- George Costanza (actor Jason
Alexander) in the “Pool Guy” of
Seinfeld (Season 7, Episode 8, 1995)
13. Operational Policies
• Policies necessary to ensure effective donor stewardship:
– Advancement Policies
• Gift Acceptance Policy
• Naming Policy
• Gift Recording Policy
– Financial Policies
• Spending Compliance
• Investment Management Policies
• Policy on underwater endowments
– Stewardship/Communications Policies
• Acknowledgement/Correspondence Policy
• Publicity Guidelines
• Branding/Style Guidelines
– Other Policies
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
14. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
15. Readiness Assessment
“I would rather have agood plan
today thana perfect plan two
weeks from now.”
-GeorgeS.Patton,Jr.,UnitedStates
ArmyGeneral
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
George S. Patton as portrayed by George C. Scott
16. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
17. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
18. Gift Documentation
• Documentation of Donor Intent
• Types of Documentation
– Pledge Agreements
– Donor Agreements/MOU’s
– Gifts-in-kind
• Compliance with Organizational Policies
• Legal Considerations
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
19. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
20. “The nicest thing is to open the newspapers and not to find
yourself in them.”
- George Harrison, musician
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
21. Educating Staff
• Reporting Standards
• Acceptable (Legal) preferences
• Policies
• Procedures
• Other
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
22. “Education is the key
to unlock the golden
door of freedom.”
- George Washington Carver,
educator
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
23. Helpful Resources
• CASE.org
• SupportingAdvancement.com
• ADRP.net
• FundSvcs.org
• Other Resources
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
24. Growing Partnerships
Effective Communications
Operational Policies
Readiness Assessment
Gift Documentation
Educating Staff
AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
25. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
“The ONLY failure is not to try.”
- THE George Clooney, enough said
26. AASP Summit 2012, Always Advancing Strategic Partnerships – October 8-10, 2012
Presentation is the property of the presenter unless permission is given
Thank you!
Mark Longo
Deputy Director, Strategic Development Services
Georgetown University
mal86@georgetown.edu
