Presented this talk at the United Methodist Eldercare Communities Annual Meeting.

1. Annual Meeting Presentation
Building A Culture of
Philanthropy
Michele R. Berard, MBA, CFRE

2. What is philanthropy?
A voluntary action for the public
good, including voluntary
service, voluntary association, and
voluntary giving.
Source: Rosso; Achieving Excellence in Fundraising

3. What are the first words…
…that come into your mind
when you hear “UM
Eldercare”?

4. What would happen if…
…UM Eldercare didn’t exist?
This is the basis for your Case for Suppor

5. What is the biggest threat?

6. What is the biggest threat?
Answer: Not leveraging all revenue stream

7. Three ways nonprofits make
money:

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.
Donor Interests = Voluntary

10. 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

11. Criteria for A Culture of
Philanthropy
2. Everyone promotes philanthropy
and can articulate a case for
giving.
Source:
www.compasspoint.org/underdeveloped

12. 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

13. Criteria for A Culture of
Philanthropy
4. Organizational systems are
established to support donors.
Donor Bill of Rights
Source:
www.compasspoint.org/underdeveloped

14. 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

15. Criteria for A Culture of
Philanthropy
You can start anywhere…

16. A Culture of Philanthropy…
…is a journey. Start yours today.