Raising philanthropic funds for endowments is crucial for the financial stability of educational institutions in today’s challenging economic and demographic landscape. This white paper will offer step-by-step information on how to:
Craft a compelling case for support that emphasizes the institution’s mission, priorities, and the impact of donations
Establish strong donor relationships through regular updates, engagement opportunities, and recognition
Invest wisely in educational endowments to weather market fluctuations and ensure consistent returns
Collaborate with development professionals and experts
Partner with experienced investment professionals and financial advisors to navigate long-term investments
Download this resource today to inform the launch and health of your school’s endowment.
Ackowledgements: We thank our thought partners, Koda Capital, for their partnership on co-creating the original version of this whitepaper for the Australian market.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
This innovative report provides statistical insights to show the power of planned gifts, the role of planned gifts in campaigns, and guidance for projecting planned gifts based on realization data.
The State of Planned Giving in Fundraising report grew out of a desire and need to answer questions from our nonprofit partners about legacy giving. It compiles data from multiple projects conducted by CCS Fundraising’s Gift Planning Practice Group, including two surveys of 600 nonprofits about legacy giving, and draws on key research from Giving USA, Dr. Russell James, and other sources. Key findings include:
Legacy gifts comprised more than 16% of overall fundraising and 11% of campaigns.
The average legacy gift is significantly more than the average annual gift.
Unknown legacy gifts are likely of considerable value.
No clear relationship exists between legacy gift revenue and endowment size.
Legacy societies are underutilized as a powerful donor acquisition and retention tool.
As donor-advised funds grow, nonprofits have an unprecedented opportunity to engage donors, accelerate giving, and connect intent with immediate impact.
For many school foundations and university councils, generating endowment capital is a top priority. Although there is a popular misconception that endowment funds are harder to raise than capital project funds due to the lack of tangible outcomes, endowments have long-term, positive effects on organizational programs and the people they serve.
While Australian fundraisers do face challenges in raising endowments, the education sector has seen success. Australian fundraisers can build upon this success by adopting the right mindset, dedicating resources, and utilizing best practice strategies.
CCS Fundraising is a strategic fundraising firm that partners with nonprofits around the world for transformational change.
Koda Capital is an independent investment governance advisor and endowment portfolio manager advising Australian secondary and tertiary education institutions.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Our survey results provide a snapshot of how responding organizations are persevering amid challenges, evolving their fundraising tactics, and planning for 2021 and beyond.
KEY FINDINGS
54% of respondents said that they believe their fundraising from annual appeals will increase in 2021
64% of respondents who conducted virtual major gift solicitations amid the pandemic reported that their virtual solicitations were either as successful or more successful than typical in-person solicitations
36% of respondents reported that their organization anticipates adding fundraising staff in 2021
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
Our survey results provide a snapshot of how responding organizations are persevering amid challenges, evolving their fundraising tactics, and planning for 2021 and beyond.
KEY FINDINGS
65% of respondents said that their organization took steps to become a more diverse, equitable, and/or inclusive workplace in response to society’s renewed focus on racial equity and social justice
45% of respondents indicated that they believe their fundraising results from annual appeals will increase in the 2021 calendar year
76% of respondents who conducted virtual major gift solicitations amid the pandemic said they were either as successful or more successful than typical in-person solicitations
Discover a practical framework that turns strategic plans into focused, donor-ready priorities to strengthen alignment and accelerate fundraising success.
