Faculty /Staff Giving at the UI

Building the culture of philanthropy on our campusJen Knights, Assistant Director, Faculty/Staff PhilanthropyRandy Rumery, Associate Campaign Director; Assistant VP, Major Gifts

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Welcome! From the co-chairs

Dr. Matthew HowardProfessor and John C. VanGilder Chair,Chairman, NeurosurgeryJoni TroesterDirector, UI Human Resource ServicesOrganizational Effectiveness/ Health and Productivity

Jerry SchnoorProfessor and Allen S. Henry Chair,College of Engineering

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WE ARE PHILUI Faculty/Staff Giving Program

PHIL is short for philanthropy.

Philanthropy affects all of us on this campus.

WE ARE PHIL.

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WE ARE PHILUI Faculty/Staff Giving Program

Program launch: Oct. 21-Nov.1,

2013

Campus-wide focus on participation

Targeted major-gifts component

Annual effort

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WE ARE PHILUI Faculty/Staff Giving Program

Every gift counts

Any amount

Any fund within the UI Foundation (More than 4,000

funds to choose from)

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PHIL WAS HERE:SPI and PHIL’S DAY The PHIL concept (PHIL WAS HERE) was

created in 2009 for our Student Philanthropy Initiative (SPI) to promote philanthropy awareness among UI students.

PHIL and Phil’s Day have been well received by faculty and staff, too.

WE ARE PHIL is a new take on PHIL, designed with you in mind.

Lends itself well to ongoing/future collaboration with SPI on campus communications and events.

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PHIL WAS HERE:PHIL’S DAY 2013

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What is the UI Foundation?

The preferred channel for private contributions to the University of Iowa

A nonprofit IRC Sec. 501(c)(3) organization

We fundraise according to priorities set by the university president in consultation with deans, directors, and other campus leaders.

Organized in 1956 to help the university meet needs beyond those provided for by state support, and to reach new levels of distinction by generating significant private gift support

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What is the foundation’s purpose?MISSION: “Advancing the University of Iowa and

fulfilling the aspirations of those it serves.”

The foundation exists solely to provide support for the university. Gifts made through the foundation are used to support students, faculty, staff, facilities, and programs at the UI.

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The university’s comprehensive $1.7 billion fundraising initiative

Quiet phase:2008-2013 Public phase: 2013-2016 Progress: $1.064 billion (7/18/2013)

▪ 63% of goal▪ 59% of timeline

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A comprehensive university

campaign is . . .. . . a collaborative effort by all engaged and caring members

of the University of Iowa community to advance our university and

maximize its local, national, and international

impact, for the greater good.

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Why A Comprehensive University Campaign?Raises more moneyAccelerates philanthropic growth and sustains elevated performance

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Why A Comprehensive University Campaign? Enlarges the culture of philanthropy

among academic leaders, faculty, volunteers and donors

Clarifies and prioritizes the University and unit visions

Gives President, University leadership, and campaign volunteers an opportunity to communicate the vision

Provides a powerful multi-year branding platform

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For IOWA. Forever More. comprises several subcampaigns that have either taken place in recent years or will take place before the campaign concludes, including:

Recent campaigns for the College of Dentistry and College of Public Health

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The future of Phil

After concludes, WE ARE PHIL

will live on as our annual giving program for UI faculty and staff.

2016

During the comprehensive campaign (from now through FY16), any gift to any fund at the UIF counts as both a campaign gift and as your participation in the WE ARE PHIL Faculty/Staff Giving Program.

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WE ARE PHIL: Goals

Raise awareness of impact and importance of philanthropy at the UI

Make faculty/staff giving a growing and positive part of campus culture

Increase participation rates among faculty and staff, year after year

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Why is faculty and staff giving so important? Our contributions provide resources that

help ensure the UI’s ongoing excellence—which benefits:

Students Our community The state of Iowa The world Ourselves / Each other

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Why is faculty and staff giving so important?Faculty and staff investment in the UI

sends a powerful message to those outside the university.

It announces to alumni, friends, corporations, foundations, public officials, and community partners that we support the UI and feel it is worthy of their support, too.

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What is my role as a volunteer leader?

You lend credibility and stature to We Are Phil and convey that it is an initiative endorsed by faculty/staff.

You inject energy, initiative, and enthusiasm into the program.

You can set an example through your own philanthropic generosity.

You help build meaningful relationships between the UI Foundation and the university, as well as with our donors (external and internal).

You help articulate the university’s need for philanthropic support to an audience of your peers.

You can endorse, affirm, verify UI Foundation/We Are Phil messages.

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Measuring Success

CURRENT FY2016 Goal

Annual Giving participation 13.6%

(FY12)18%

We will let you know when we have participation numbers for FY13

We are working on tools to report participation by college/unit

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WE ARE PHILFaculty/Staff Committees

Co-ChairsMatt HowardJerry SchnoorJoni Troester

Advisory CommitteeBarry ButlerJean RobillardSue BuckleyGary BartaDoug True

Steering Committee22 faculty and staff members from across campus(List included in your toolkit)

Volunteers(YOU)The people within colleges, units, and departments who really make things happen—and make meaningful connections between philanthropy and people.

WE ARE PHIL Program LaunchOctober 21 – November 1, 2013

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Central Program Launch Elements Contribution package mailed to all regular

UI employees working 50% time + Letter from co-chairs Contribution form Brochure/foldout poster Reply envelope

Email from Provost’s office urging engagement

Email from UIF with video and link to giving page

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Central Program Launch Elements Cambus posters, digital display ads, Daily

Iowan ads, Iowa Now coverage

Placement of giving link on HR Self-Service site

Functional, interactive section for faculty/staff on www.uifoundation.org site

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Media Inquiries?

Dana LarsonExecutive Director, Communications and MarketingUI Foundationdana-larson@uiowa.edu467-3661

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Volunteer Role2013-2016 Assemble your own We Are Phil committee to

help brainstorm and plan.

Set a participation goal for your work unit. (Foundation staff will assist with a baseline.)

Communicate often with co-workers: inform them of goals, progress, where to find forms, events you’ve planned, ways co-workers can help, giving or impact stories from within your area.

Reinforce UI Foundation messages.

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Volunteer Role2013-2016 Plan events, activities, and/or communications to

generate enthusiasm and increase participation among your coworkers.

Confirm that your colleagues received their We Are Phil materials (via Campus Mail).

Provide feedback to the UI Foundation (your development staff or Randy & Jen) from campus, and distribute information to your unit from the foundation.

Make a gift.

What’s on Phil?•This slideshow•Message from co-chairs•FAQs •Your “job” description•WE ARE PHIL logos •Posters you can print and personalize

Volunteer Toolkit

What’s on Phil?•Contact List (Co-chairs, foundation staff, Steering Committee members)•Ideas for events and activities•Menu of materials/services the UIF can provide

Volunteer Toolkit

What kind of events?•Picnic/pot luck/ breakfast•Short daily event in a common area•Play games•Invite performers•Collaborative project UI Breaker “Matty Mo” at a Levitt Center staff event

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What sort of collaborative project?

What kind of events?•Feature speakers:

•Students•Retirees, •Donors, •Your fac/staff•Foundation staff

•Have drawings for creative prizes (do not require a gift to enter)•Offer incentives—like your boss doing something silly if your team exceeds its goal

UI Breaker “Matty Mo” at a Levitt Center staff event

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Also on Phil: Launch “menu”

Items you may request from the foundation to help make your events/activities success, including:

Speakers for your event WE ARE PHIL table set-up Event materials like decorations, stickers,

posters, extra contribution forms and brochures

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PLEASE DO: Talk about the impact of giving, why it’s

important. Share your stories—about giving or

benefiting from philanthropy—with each other.

Emphasize participation, team building. Be creative! Form workplace teams, set participation

goals. Make it easy, fast, and even FUN to

participate! Let us know what you’re doing.

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PLEASE DON’T:

Single out individuals (unless they wish to share their inspiration for giving).

Pressure someone into making a gift.Make a gift on someone else’s

behalf.Focus on the size of gifts.Require a donation to win a prize or

incentive.Have supervisors directly ask

employees to give.

ANY QUESTIONS?

THANK YOU!

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Faculty/Staff Annual Giving:How do we compare in the Big Ten?University F/S Annual Giving

participation in FY11*

Wisconsin 10%Iowa 13.6%

*FY12

Purdue 17.5%Penn State 24.5%Michigan State 26%Ohio State 39%

*Wisconsin and Purdue participation is estimated. They do not have formal, annual F/S campaigns. *Illinois, Michigan, Minnesota, and Nebraska, Indiana, and Northwestern do not have F/S campaigns or statistics available.

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Attitudes

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Influencing Factors

“Other” answers included:

• General attitude that we “give enough” in other ways

• Giving needs to be easier, more convenient

• Perceived low raises=less inclination to give back

• We haven’t been asked, or asked enough

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Communication