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Grow Your Foundation –Critical Steps for Success
Ally Effler, Director of Philanthropy, Metroparks ToledoJenny Goldberg, CFRE, Senior Advisor, Aly Sterling PhilanthropyFebruary 3, 2020
IntroductionsMetroparks Toledo
andAly Sterling Philanthropy
Welcome and Introductions
Grow Your Foundation – Critical Steps for Success
3
Our Agenda1. Exercise2. Value of Private Philanthropy3. Are you well positioned?4. Developing a Plan for Success5. Common Speed Bumps and Opportunities6. Final Exercise7. Q&A
Exercise
4
1. Three reasons why people love your parks.
2. Three things ‘blue sky’ wishes for your parks if you had the resources
… Hold on to this list
A little bit about Metroparks Toledo
16 Parks + 2 more12,000+ Acres
172 Miles of Trails5.5M Visits in 2019
Why Philanthropy in a Public Park System?
The Power of Public-Private Partnerships
BuildingToledo’s Tomorrow
AccessConnectivity Experiences
Metroparks Vision
Are You Well Positioned?
8
Developing a Plan for Success
9
Metroparks Toledo - A Case Study
Aly Sterling Philanthropy Assessment:• Purpose of the Foundation, how funds will be used,
impact• Potential projects (mini- case for supports)• Stakeholder selection and interviews• Audit of current fundraising activities and infrastructure• Board engagement• Deliverables – recommendations, stakeholder feedback,
draft strategic fundraising plan
Developing a Plan for Success
10
Metroparks Toledo - A Case Study
• Foundation board member P&Ps• Board member recruitment• Executive Search for a Director of Philanthropy
Developing a Plan for Success
11
With a Vision in Place, What to Focus on First?
#1: One Important Project. • Treehouse Village Capital Campaign • Quick, Big Win and Belief in Vision
#2: Building the Base. • Annual Fund / Membership• Treehouse Village Campaign
#3 Establish a Strong Foundation for the Future• Stewardship• Legacy Giving
Focus #1: One Important Project.Cannaley Treehouse Village
Campaign
$1.5m $1.6m+ 700+The Treehouse Village
Fundraising GoalAnd Counting Supporters
—The first Metroparks project funded with private donations
The Power of the Capital Campaign.
Jump Start!
• Create Visibility
• Create Belief in Vision and Capabilities
• Identify and engage new volunteers and supporters
• Develop and modify your systems• Gift Processing• Communications• Stewardship
• LEARN & INTERATE!
Not Building a Treehouse Village?
Come back to
Come Back To…
1. Three reasons why people love your parks.
2. Three things ‘blue sky’ wishes for your parks if you had the resources?
3. What makes you unique?
Building Your Base – Annual Fund and Membership
Backbone of Your Program
• Who Already Loves your Parks?• Volunteers• Staff• Walkers, Birders, Runners etc.• Current Donors
• How can you reach them?• Mail, Email• Meet them!• Partner
• How can you stay connected?
Establish Your Foundation for the Future
• Stewardship• Consistent• Meaningful• Unique
• Legacy Giving
Exercise
19
1. Revisit the lists you created:3 reasons why people love your parks3 projects/wishes that can become a reality with private philanthropy support
2. Now, begin to create your immediate action items:Strategy and InvestmentBoard and Leadership (buy in)CultureStewardshipAccountability
Exercise
20
1. Revisit the lists you created:3 reasons why people love your parks3 projects/wishes that can become a reality with private philanthropy support
2. Now, begin to create your immediate action items:Strategy and InvestmentBoard and Leadership (buy in)CultureStewardshipAccountability
Questions?Thank You!