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The Chicago State University

Institutional Advancement

Toolbox

Circle of Friends Chicago State University


Cook Administration Building, Room 322
Phone: (773) 995-3839
FAX: (773) 995-3604
Email: csu-foundation@csu.edu

aaffairs@csu.edu

urelations@csu.edu

The Toolbox

The Chicago State (CSU or Chicago State) University Office of Institutional Advancement (OIA), through the Chicago State University Foundation (CSUF), strives to provide fundraising and friendraising assistance to the University as a partner in the common goal of sustaining, promoting and developing Chicago State.  Fundraising at Chicago State falls into three main categories: annual giving; major gifts and planned giving, and; cultivation events.  The OIA does not view these as mutually exclusive (i.e., if a donor makes an annual gift, they are still a candidate for a major gift).  Moreover, the OIA believes that donors are most likely to start their philanthropic relationship with Chicago State through an annual gift.  Therefore, our goal is twofold:

  • To significantly increase the number of donors making annual gifts.
  • To continually steward donors up through the giving ladder with the goal of maximizing donor lifetime gifts through major gifts and/or planned gifts.

 

Friendraising at Chicago State falls into three main areas: volunteer management; marketing and media relations, and; public relations.  The Offices of Alumni Affairs and University Relations work collaboratively and independently to strengthen ties with individuals (i.e., current students, former students, graduates, their families and friends) and organizations.  Additionally, these offices believe that these relationships are most likely to start at the moment their association with Chicago State begins. 

General Information

The expertise and information available constitute the advancement "toolbox" the OIA can offer to assist colleges, divisions, and departments in their fundraising and friendraising efforts.  The OIA can assist in the overall planning, development, coordination and implementation of action-oriented fundraising plans aimed at achieving individual college and departmental fundraising goals and meeting university-wide needs.  We will meet with deans, directors and chairs to review fundraising requirements and to fully understand key programs.  We will also meet with deans, directors, chairs and other campus leaders to review strategies for marketing the University and promoting its attributes toward building a stronger identification and affiliation for our graduates and the communities we serve.  This information will be used to develop overall fundraising and friendraising plans.  

Key elements of these plans will include the following:

  • A review of the department constituency to identify key "suspects."
  • Development of plans to increase annual giving.
  • Development of marketing strategies to increase awareness.
  • Development of plans to steward past major gift and planned gift donors.
  • Development of plans to move key "suspects" to actual "prospects."
  • Development of plans to steward key prospects to maximize gifts (both major gifts and planned gifts).

The Toolbox

ALUMNI AFFAIRS

The Alumni Affairs team can assist you in the following areas:

Volunteer Management:
  • The OIA can provide consultation for any department wishing to use volunteers from the President’s Office (Community Volunteers).
Event Coordination:
  • Assistance can be provided for any department wishing to conduct a cultivation event through the President’s Office or the Office of Internal Affairs and Event Management.
  • The OIA can provide general event coordination with other offices on campus for events that are set up to cultivate donors or prospects.
  • In addition, we can help with any wording/text for an invitation letter or a general event activity.
Direct Mail:
  • Assistance can be provided for any department wishing to contact their alums through the mail.
  • The OIA can provide general pledge/gift cards as well as business reply envelopes.  We can also provide lists for mailing and/or labels for solicitations.
  • In addition, we can help with any wording/text for a solicitation letter.
Telemarketing:
  • The Alumni Affairs and Annual Giving team oversees a student and alumni calling program which is used for solicitation calling from September to May.
  • Chicago State Calling, a new initiative, can be conducted for specific departments/programs utilizing any information provided by the college or department.  The Chicago State Calling operation will generate scripts, solicit gifts, and provide follow-up for any pledges received.
     
    • Contact: Mark Durham

    Alumni Affairs and Annual Giving

    m-durham@csu.edu, 773/995-4528

ANNUAL GIVING

The Annual Giving team can assist you in the following areas:

Direct Mail:
  • Assistance can be provided for any department wishing to contact their alums through the mail.
  • The OIA can provide general pledge/gift cards as well as business reply envelopes.  We can also provide lists for mailing and/or labels for solicitations.
  • In addition, we can help with any wording/text for a solicitation letter.
Departmental Newsletters:
  • Assistance can be provided for any department wishing to contact their alums through the mail.
  • The Alumni Affairs and Annual Giving team is happy to review any wording contained in departmental newsletters regarding an ask for the department, i.e., how checks should be completed, where gifts should be mailed, etc.
# Mailing lists:
  • You may request mailing lists by department, fraternity, athletics, club membership, academies, advisory groups, etc.  If you would like us to assist you in tracking an organization in your department, let us know, and we will help keep track of your members and produce current mailing lists for you.  

#Anytime a mailing list is requested, we require a copy of the piece that is being mailed.  We need these copies to coordinate mailings so that multiple mailings are not going out simultaneously and so that we can assist with identifying information necessary for solicitation requests.

MAJOR GIFTS

The Major Gifts office can assist you in the following areas:

  • Cultivation strategies
  • Solicitation and cultivation of prospects/donors.
  • Stewardship strategies
  • All aspects of major and planned giving proposals, including:
      • Writing proposals (download proposal request form)
      • Determining the proper amount for your proposals
      • Strategies for combining major outright gift proposals with planned gift proposals
      • Dealing with objections to proposals
  • Getting appointments
  • Transfer of appreciated securities.
  • Life income gifts including charitable remainder trusts, charitable gift annuities, and pooled income fund.
  • Other planned giving options including bequests in a will or a trust, charitable lead trusts, and retirement plan assets.
  • Charitable giving tax law.
  • Promotion of planned gifts through direct mail, CampusLife Magazine, the CSUF Annual Report, estate planning immersion seminars, Presidents’ Circle Newsletters, departmental newsletters, and the Friends of CSU.
Research
  • Identify major gift prospects by using electronic database screening, constituent list segmentation, data mining, and constituency screening and rating.
  • Research for capacity using wealth indicators and public information sources - find links to create ties between the prospect and Chicago State.
  • Coordinate alumni/ae research for campus departments - can include identifying potential candidates for academies, advisory boards, and university/departmental awards.
  • Identify prospects for departmental campaigns.
  • Prioritize the gift capacities of prospects as well as their philanthropic inclinations.
Prospect Management
  • Strategic assignment of targeted major prospects to the development staff and academic professionals for cultivation - finding the right fundraiser to make the right ask of the right person
  • Develop and manage, in collaboration with the Constituent Programs office, a proactive strategic fundraising plan that will meet the evolving needs of the academic units and their department heads to utilize their time efficiently.
  • Track the prospect's cultivation and strategy process by updating and maintaining contacts and moves in The Raiser’s Edge.
  • Create strategy plans to move the prospect through the pipeline in the shortest amount of time while utilizing well thought-out moves to generate a good return on investment.

CONSTITUENT PROGRAMS

The Constituent Programs office can assist you in the following areas:

  • Cultivation strategies
  • Solicitation and cultivation of prospects/donors.
  • Stewardship strategies
  • All aspects of major and planned giving proposals, including:
      • Writing proposals (download proposal request form)
      • Determining the proper amount for your proposals
      • Strategies for combining major outright gift proposals with planned gift proposals
      • Dealing with objections to proposals
  • Getting appointments
  • Transfer of appreciated securities.
  • Life income gifts including charitable remainder trusts, charitable gift annuities, and pooled income fund.
  • Other planned giving options including bequests in a will or a trust, charitable lead trusts, and retirement plan assets.
  • Charitable giving tax law.
  • Promotion of planned gifts through direct mail, CampusLife Magazine, the CSUF Annual Report, estate planning immersion seminars, Presidents’ Circle Newsletters, departmental newsletters, and the Friends of CSU.
Research
  • Identify constituent gift prospects by using electronic database screening, constituent list segmentation, data mining, and constituency screening and rating.
  • Research for capacity using wealth indicators and public information sources - find links to create ties between the prospect and Chicago State.
  • Coordinate alumni/ae research for constituent units - can include identifying potential candidates for academies, advisory boards, and university/departmental awards.
  • Identify prospects for departmental campaigns.
  • Prioritize the gift capacities of prospects as well as their philanthropic inclinations.
Prospect Management
  • Strategic assignment of targeted prospects to the development staff and academic professionals for cultivation - finding the right fundraiser to make the right ask of the right person
  • Develop and manage, in collaboration with the constituent unit liaison, a proactive strategic fundraising plan that will meet the evolving needs of the constituent unit and their department head to utilize their time efficiently.
  • Track the prospect's cultivation and strategy process by updating and maintaining contacts and moves in The Raiser’s Edge.
  • Create strategy plans to move the prospect through the pipeline in the shortest amount of time while utilizing well thought-out moves to generate a good return on investment.

CORPORATE/FOUNDATION RELATIONS

The Corporate/Foundation team can assist you in the following areas:

  • Cultivation strategies
  • Stewardship strategies
  • All aspects of corporate and foundation giving proposals, including:
      • Writing proposals (download proposal request form)
      • Determining the proper amount for your proposals
      • Strategies for combining outright gift proposals with cause-related marketing proposals
      • Dealing with objections to proposals
  • Getting appointments
Research
  • Identify corporate/foundation gift prospects by using constituent list segmentation and data mining.
  • Research for capacity and inclination using public information sources - find links to create ties between the corporate/foundation prospect and Chicago State.
  • Coordinate research for campus departments to identify alumni/ae employees for academies, advisory boards, and university/departmental awards, as well as identify prospects for departmental campaigns
  • Review and prioritize giving guidelines
  • Prioritize the gift capacities of prospects as well as their philanthropic inclinations.
Prospect Management
  • Strategic assignment of targeted major gift prospects to the fundraising volunteers, staff and academic professionals for cultivation - finding the right fundraiser to make the right ask of the right person
  • Develop and manage, in collaboration with the constituent unit liaison, a proactive strategic fundraising plan that will meet the evolving needs of the constituent unit and their department head to utilize their time efficiently.
  • Track the prospect's cultivation and strategy process by updating and maintaining contacts and moves in The Raiser’s Edge.
  • Create strategy plans to move the prospect through the pipeline in the shortest amount of time while utilizing well thought-out moves to generate a good return on investment.

UNIVERSITY RELATIONS

The OIA provides the following services in support of marketing, public and media relations, and communications:

  • Consultation on University strategic communications to key constituents
  • Development, editing and production of University publications
  • Serve as the primary contact and spokesperson with local, regional and national media managing inquiries, press relations, crisis communication, and the promotion of University achievements.
  • Implementation of the University marketing plan.
  • Oversight of the University’s photographic service and the maintenance of photo archives and stock images.
  • Consultation to University units on web communications.
  • Serve as the primary communication advisor to the president.

FINANCE & ACCOUNTING

The OIA provides the following services in support of fundraising:

  • Provide information on CSUF investments.
  • Process gifts and send official tax receipts to donors.
  • Invest gifts and allocate monthly income to funds.
  • Process disbursement requests and monitor expenditures of restricted gifts.
  • Provide fund revenue and expense statements.
  • Develop guidelines for scholarships and for endowed funds.
     
    • Contact: Johnnie Barker

    Finance & Accounting

    j-barker@csu.edu, 773/995-4410

 

Contact the Office of Institutional Advancement for additional information or if you have questions @

csu-foundation@csu.edu

aaffairs@csu.edu

urelations@csu.edu

Phone – 773/995-3839

 

 

 
     
   
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