OSHER LIFELONG LEARNING INSTITUTE AT CALIFORNIA STATE UNIVERSITY, L O N G BEACH COLLEGE OF HEALTH AND HUMAN SERVICES
Osher Lifelong Learning Institute, California State University Long Beach Proposal: Operating Grant, fiscal Year 2010-2011 Introduction The Osher Lifelong Learning Institute at California State University, Long Beach (OLLI at CSULB), as a conscientious financial steward, has maintained contingency funds at the end of each fiscal year until 2009-2010. This past year, with the addition of an Executive Director and the impact of the worldwide financial crisis, we have found ourselves in a challenging situation. Because of this, we have begun planning for new financial realities, including the need for a strategic plan for fimdraising. The opportunity for this grant from the Osher Foundation has fiirther spurred our planning. We are currently working with the College of Health and Human Services, the Division of University Relations and Development, our Advisory Board, and OLLI volunteers on a three-year fundraising initiative. The following plan has been developed in consultation with the OLLI at CSULB Executive Committee and Governing Council. FY 2010-2011 Plan and Goals: 1. Develop long-range goals (3-years) for fimdraising to enhance sustainability, in consultation with the College of Health and Human Services, the Division of University Relations and Development, our Advisory Board, and OLLI volunteers (completed) 2. Conduct a cost-benefit analysis in collaboration with the membership on raising annual and/or class fees to support sustainability 3. Conduct discussion/focus groups with OLLI members to elicit input on how to make our fundraising plan work. 4. Obtain support of the OLLI Governing Council for the fundraising plan concept (completed). Solicit recommendations from the Council on strategies for fundraising for sustainability. Keep fundraising as an agenda item at Governing Council monthly meetings in order to maintain support and obtain ongoing input. (The Governing Council includes all Standing Committee Chairs, two members-at-large, the Executive Committee, and ex-officio members from the College, Advisory Board and invited guests. The Council meetings are open to all members). 5. Identify our donor base through community assessment with input from the Executive Committee, Governing Council, Advisory Board and the College/University Development officers.
Page 1 1250 B E L L F L O W E R BLVD., HS&D 100 ea L O N G B E A C H , C A 90840-5609 PHONE: 562.985.8237 FAX: 562.985.8213 www.csulb.edu/centers/olli
6. Develop our written case statement and presentation materials with input from our membership (included in focus group discussions) 7. Meet first year goals through education, cultivation, solicitation, and stewardship of donors. Contributions will be solicited through a variety of mechanisms that may include member/family and corporate donations, tribute gifts, matching fiands, and planned/pledged gifts. 8. Using the above strategies for membership involvement we will employ mechanisms such as, •
Reaching out to members who have been previous donors through our focus groups and letters of solicitation, specific to OLLI goals and needs.
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Present donors with information on a variety of giving opportunities including general/operating funds, directed gifts, and planned gifts. Develop solicitation letters that will be reviewed and updated armually.
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Recognize donors in some format in our quarterly newsletter/ schedule o f classes. Exact mechanisms will be decided with Governing Council/member input.
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Complete the installation of our Donor Wall in the OLLI lobby area and develop, with the Governing Council, the categories for donor recognition.
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Consider recognizing donors at an annual event, similar to our armual Volunteer Recognition Event.
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Use the expertise of our College and University Development Officers to enhance and sustain our fimdraising program.
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Apply for appropriate grants fi-om internal and external entities to meet our goals and needs.
Long Range Fundraising Goals (FY 2010-2013) Yearl: Year 2: Year 3:
$25,000 $50,000 $100.000 $175,000
(Cont'd)
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Fundraising Plan: Fiscal Year 2010-2011 Months/ Activities Complete fee analysis Conduct discussions with members Obtain Governing Council Input at monthly meetings Identify Donor Base Develop Case Statement Develop presentation materials Initiate Fundraising Program
July/Aug
Sept/Oct
Nov/Dec
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Jan/Feb
Mar/Apr
May/June
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OLLI Volunteers Involvement Plan OLLI at CSULB is a volunteer organization, including class instructors. 1. Conduct discussion groups/focus groups with OLLI members about fees and the fundraising campaign 2. Develop and work with the Finance Committee and other volunteers to establish specific goals and activities to support our fundraising plan and timeline as described above. 3. Place fundraising on the agenda for the monthly Governing Council meetings. 4. Work with current OLLI donors in a Peer-to-Peer program for cultivation and solicitation. 5. Engage the Governing Council, Advisory Board, selected members, and College/University Development officers, in donor identification, education, cultivation, solicitation, and stewardship.
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OSHER LIFELONG LEARNING INSTITUTE (OLLI) VOLUNTEER FUNDRAISING COMMITTEE Responsibilities of the Committee: • Advocating OLLI's mission. • Advocating and assisting in meeting OLLI'S vision. • Serving as ambassadors for OLLI to the outside community, • Assisting in the identification, cultivation and solicitation of financial support through gifts from individuals, corporations and foundations. 4:^?^ ^ CHARACTERISTICS AND ROLE OF THE IDEAL VOLUNTEER FUNDRAISING COMMITTEE MEMBER: ^ • Exhibits a passion for OLLI's mission and an understanding of the role that private gifts play in addressing that mission; • Is a strategic partner in seeking private gift support from stakeholders; • Is an articulate spokesperson for the "Case" for supporting OLLI at any moment (its mission, vision and goals); • Is a donor who has felt the impact of his or her own gifts to OLLI; • Is willing to make a serious commitment to the cultivation of donor communities; • Willing to give sufficient time to accomplish the work of the Committee; • Is a full participant in the development process; one who takes initiative, follows through, and brings insight and personal leadership to every task; • Willing to hold colleagues accountable for their commitments, to him or her, and to the institution; • Respect for professional staff, and collaboration with them in building effective programs;
ROLE OF THE PROFESSIONAL DEVELOPMENT STAFF • Assists the Executive Director and volunteer fundraising committee in creating a vision, plan, goals, and structure for the development program; • Understands the major gifts process and provides leadership; • Knows the prospect base; • Knows the case for fundraising in support of OLLI; • Manages major gift prospects in collaboration with the Executive Director and volunteer development committee; • Manages the cultivation, solicitation and stewardship of major gift prospects in collaboration with the Executive Director and volunteer development committee. -s^.
Draft V 1.0 / February 23,2011
