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Membership Meeting ~ May 26, 2004
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The Ultimate Gift. It Could Happen to You!
Speaker
Jacquelyn B. Ostrom, CFRE
Senior Partner with Third Sector Consulting
Principal, Ostrom Development Strategies
Wednesday, May 26th
Noon – 2:00
Valley Hospital Health & Education Center
12606 E. Mission Ave.
Jacquelyn Ostrom has worked with nonprofit organizations since 1983. She held staff positions with the University of Puget Sound and Mary Bridge Children’s Hospital before establishing a consulting practice. For the past thirteen years, she has operated a consulting and training firm providing counsel in fund raising and management to nonprofits throughout the region. Her areas of focus include major giving, development audits, strategic planning, and board governance. In 1994, she formed a partnership with Ed Schumacher.
Consulting
Current and recent clients include: Franciscan Foundation, Tacoma; the Annie Wright School, Tacoma; Fred Hutchinson Cancer Research Center Foundation, Seattle; Make-A-Wish Foundation of American, Phoenix; Group Health Community Foundation, Seattle; and the YMCA of Tacoma-Pierce County, Tacoma.
Training
Jacquelyn and her partner, Ed Schumacher, designed a customized fund raising curriculum for more than 70 chapters of the Make-A-Wish national organization. In addition, Jacquelyn created a workbook for major gifts fund raising for the Pacific Northwest Association of Independent Schools. She also guest lectures for the Fund Raising Certificate Program at the University of Washington. She and Ed developed a fund raising course for the undergraduate nonprofit management program at the UW Tacoma campus.
Jackie has conducted dozens and dozens of retreats, conferences and seminars feasibility studies and special projects for nonprofit organizations throughout the U.S.
**Directions: East on I-90 to the Pines Street Exit, left on Mission, right on Houk, (Health & Education Center sits on the southeast corner of the Hospital property). Enter through front doors Health & Education Center is straight ahead (there is signage). We will be in the J. Walter Davis Room (first door on the right).
There is a free in the Health & Education Center parking lot and curbside parking on the street.
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Upcoming Mentoring Session - Planned Giving
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Coming up:
Put on your calendar! May 26, 2004 at 11 a.m. One hour prior to our regular INDC meeting at Valley Hospital Health & Education Center, 12606 E. Mission Ave. we have the pleasure of welcoming our own Carol Neupert of KSPS, as presenter for the final mentoring session for this year. Carol will offer some tips on the subject of "Planned Giving," something that we can all appreciate. Please join us as Carol shares some of her wealth of experience for our benefit! This is your opportunity to pick her brain, so don't miss out!
I am looking forward to seeing you there,
Julie Banks, Mentorship Coordinator
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President's Message
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Dear INDC membership,
I know I should be writing a farewell speech about how much I have enjoyed my term as President of the Inland Northwest Development Council, but I am much more interested in talking about something else. So, with a quick thank you for the honor of serving in this position, let’s talk shop.
Having just received the results of a campaign feasibility study, I am excited about what my organization learned and can’t seem to get my mind off it. So, I thought I’d tell you a hundred reasons why you should conduct a feasibility study before launching into a capital or endowment campaign. I’m just joking about the hundred reasons, but not about the value of investing in such a study. To keep it short, here are seven things you should know about your organization that a feasibility study would help you answer. Credit must be given to Bryan Stuart, President of Pivot Point Consulting, as the source of this information. **
1. Favorable Public Image – What is your organization’s image in the minds of its constituents, specifically among potential donors? Does the public hold a positive and informed image your organization? Are you seen as meeting the needs of an identifiable constituency?
2. Compelling Case for Support – How compelling is the case for supporting your organization financially? Do you present a logical plan to meet tangible needs? Does it reflect acceptable fiscal parameters?
3. Adequate Source of Contributable Dollars – Is there an adequate source or sources of financial resources within your organization’s constituency to support the proposed campaign? In addition, is the core group from which financial support will be solicited receptive to the proposed project?
4. Strong and Enthusiastic Board – The nucleus of any campaign organization is the group most closely associated with the program. Are your organization’s Board, executives, and professional staff dedicated to the cause and willing to support it generously with their time and means? Do they present unified commitment to their peers and the community?
5. Influential Campaign Leadership – Does your organization have access to outstanding volunteer leaders who can influence those with the capacity to make substantial commitments?
6. Sense of Urgency – Is there a pervasive belief that the project being undertaken is important to the institution conducting the campaign? Is it understood to be important to the constituency being served, and perceived as being critical to complete in a timely manner?
7. Campaign Timing – Is your organization prepared to launch a campaign? Is the internal and external environment for fund-raising perceived as favorable by campaign leadership?
The answer to each of these questions usually depends on whom you ask. A feasibility study will ask a number of key people in a candid and confidential manner and the answers will help you conduct a successful campaign. I encourage you to invest in this type of due diligence, and then make the most of the answers. Considering that your organization exists to serve someone or something with some type of need, those who benefit from your work deserve this much from you.
In closing, I look forward to folding back into the ranks of the talented and committed membership of the Inland Northwest Development Council to continue learning and growing by sharing our knowledge and experience.
PJ Watters, President
Inland Northwest Development Council.
** Bryan Stuart of Pivot Point Consulting will be speaking at our September INDC Membership meeting. the topic will be “Are Feasibility Studies Feasible?”
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The baby is here!!
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On behalf of the Executive Committee, we would like to welcome the newest member of the Watts family. JoAnne Watts, incoming INDC President, gave brith to her first baby, a girl:
Stacy Michelle Watts
Born at 10:30 am on May 3, 2004
7.9 pounds ~ 20 inches
Mom, Dad and Baby are all doing well!
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INDC ~ Upcoming Calendar of Events
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May 26 Mentoring Meeting:
Topic: Planned Giving Nuts & Bolts
Presented by Carol Neupert, KSPS
Valley Hospital Health & Education Center
12606 E. Mission Ave.
Followed immediately by regular membership
meeting.
May 26 Membership Meeting
Topic: Planned Giving – the Ultimate Gift
Presented by Jacquelyn Ostrom, Third Sector
Consulting
Valley Hospital Health & Education Center
12606 E. Mission Ave.
Noon – 2 p.m.
Preceded by a Mentoring Workshop at 11 a.m.
September 29 Bryan Stuart of Pivot Point Consulting
Topic: “Are Feasibility Studies Feasible?”
Location To Be Announced
Noon - 2 p.m.
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Mentoring Mixer - Elevator Speech, May 4, 2004
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On Tuesday, May 4, eight INDC members attended the mentoring session on improving your elevator speech", or "How to tell your story in twenty seconds." It was a lively conversation on sharing your agency's mission with passion and sincerity to a prospect in the time it takes to travel between floors. The consensus of the group was that for our "elevator speeches" to be effective, we need to include the following in our spiel:
The hook - how to quickly get the attention and interest of our audience.
The results - not statistics, but what is the effect on the community of our agency's mission?
The need - How can we pull the heartstrings of the listener with the work that we do?
The story - With passion can you weave an actual client story into your speech?
Action - Incorporate action verbs in your speech to get your point across.
With a little work and practice, you can create an creative, concise message that will leave your listener wanting to know more about your organization and pave the way for your call to invite their involovement!
Practice your 20-second elevator speeches this summer and the September INDC meeting will provide an opportunity for you to try them out on a live audience: the INDC membership. We have found this to be a great way, once a year, to briefly hear from everyone about the valuable work of the many non-profits in our community.
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Employment Opportunities on your Web site
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Whether you are looking for a new employee or a new employer, this is the web site to help.
Advertise your job openings to prospective employees with experience, and possibly even a love for, working in the non-profit world. The Employment site lets you list any openings your organization may have. There is no charge, and many of our "At Large" members use this site daily to check for job openings. Simply go to the Members section and click on Job Openings. Fill out the form with all the pertinent information and submit. Please be sure to put an opening and closing date so you won't be receiving calls long after the job is filled. Or be sure to go back to the Web site and delete your job position.
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INDC OFFICERS
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