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Corporate & Foundation Relations

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Annual Conference for Corporate and Foundation Relations Officers
Conference This program is segmented for the diverse needs of varied institutions and will provide fresh insights and a wealth of useful information for both seasoned CFR officers and those new to the profession.

Preconference Workshop: Bootcamp for New Vice Presidents and Chief Advancement and Development Officers
Conference The first month, six months, or year as a new vice president or chief advancement officer can be challenging, exciting and set the tone for success at your institution. Review the basics, address common mistakes and discuss tools for success to thrive in your new role.

It’s in the Bag
CURRENTS Article British shoppers may help find a cure for dementia by shopping at one of nine supermarkets and retail shops. Under new legislation, shoppers pay an extra 5 pence for a plastic bag, with 4 pence expected to go to various charitable causes. University College London, the leading clinical and research neuroscience center in the U.K., brokered an unprecedented gift agreement with retailers that is expected to raise more than £20 million in 12 months for the new Dementia Research Institute.

It’s in the Bag
Article,  BriefCASE Article A 5 pence tax on plastic bags inspired a new approach to fundraising for one UK institution.

Working with Corporate Foundations
CURRENTS Article Corporations often don't understand why academia isn't more nimble. Here's what corporations and their foundations expect of universities: aligned priorities, streamlined communication, clear directions and deliverables, an infrastructure for ongoing engagement, and robust data management.

Turning ‘No’ into ‘Yes’
CURRENTS Article Two years ago, the Alleghany Foundation funded an effort to bring six Radford nursing interns a year to Alleghany Regional Hospital in Covington, about two hours north of Radford. The foundation's three-year, $105,000 grant supports a faculty supervisor as well. The initiative strengthens the workforce in Covington and has led to jobs for Radford graduates.

Donors Unite
CURRENTS Article Texas Christian University needed to fund its media convergence center for journalism students. It wanted to renovate an existing building to contain a pooled newsroom combining space for print, online, and broadcast journalism. It identified two nonexempt charitable trusts as possible partners: The trusts were administered by a local bank and focused on higher education or journalism. Normally, to be funded, you have to apply to each trust individually. But TCU wanted a pooled grant to create a larger gift than either could make on its own. TCU needed to get the trust officers to vote together as a committee on grant decisions. Here's what it did.

Do's and Don'ts of Developing Effective Proposals
CURRENTS Article Here are some tips to develop effective grant proposals.

Five Questions to Ask at an Early Meeting
CURRENTS Article Five questions to ask at an early meeting with foundations.

Good Things Come from Small Foundations
CURRENTS Article Have a project in need of funding? It's tempting to pitch large educational grant-makers like the Ford and Annie E. Casey foundations, but they attract a lot of proposals. Pursuing grants from smaller, regional, or lesser-known foundations, as Virginia's Radford University discovered, allows you to stand out in a smaller pool.

Corporate & Foundation Relations Samples
Sample Collection The Library maintains this collection of corporate and foundation relation samples for all CASE members. Samples include reports, strategic plans, landing pages, brochures and case statements.

Corporate & Foundation Relations
Good Question We are looking to expand our corporate and foundation relations program, do you have any information on trends or what other institutions are doing?

Industry Connections 'Goldmines for Fundraising'
Article,  Community College News Article A community college known for its hospitality program is forging new partnerships with local business leaders by inviting them to participate in an industry-specific advisory committee.

Only the Cool Survive
CURRENTS Article For its centennial in 2013, Humboldt State University partnered with area businesses to produce branded ale, coffee, and chocolate.

A Model Public-Private Partnership
Article,  Community College News Article A community college situated in a major petroleum and natural gas production region is partnering with local industry to improve economic and workforce development and grow new sources of support for the college.

Banking on Science
CURRENTS Article UC San Diego created the Young Investigator Program to help junior faculty members raise funds for their research. The program has been wildly successful.

Foundation, Major Gift Experts Promote Collaborative Partnerships
Article,  BriefCASE Article Institution-wide fundraising goals, supportive leadership and department-wide working groups can all contribute to more effective development departments—but it takes proactive collaboration efforts. That’s according to foundation and major gift professionals who spoke on building partnerships during the recent CASE Annual Conference for Corporate and Foundation Relations Officers.

Shared Interests
CURRENTS Article As shrinking budgets continue to put pressure on development offices, institutions are looking to expand public-private partnerships as a way to generate support. This article explores the benefits of P3s for institutions, businesses, and the surrounding community.

Community College and Business Partnerships Take Root
Article,  Community College News Article During last month’s State of the Union address, President Barack Obama spoke of a partnership between Siemens AG and Central Piedmont Community College in North Carolina that helped an out-of-work mechanic enroll in training and earn a high-paying job at the company. The president applauded the effort and called on more two-year institutions and private businesses around the country to engage in similar job-creating partnerships.

Understand Corporate Donors to Grow Giving
Article,  BriefCASE Article Educational fundraisers in China must cultivate a higher level of expertise and professionalism to grow corporate giving, which continues to eclipse giving by individuals. That's according to a presenter at a recent CASE networking event in Beijing, China.

Odds and Ends: Through the Gates
CURRENTS Article In this interview with CURRENTS, Hilary Pennington of the Bill & Melinda Gates foundation offers advice for institutions seeking funding and discusses the Gates Foundation's particular interest in community colleges.

Precision and Patience
CURRENTS Article Faced with declining assets and profits, many foundations and corporations have had to trim their philanthropic budgets—at the very time that educational institutions (and thousands of other nonprofit organizations) are seeking more dollars to fill the void left by the recession. This article discusses the resulting changes in the realm of corporate and foundation giving and what strategies educational institutions should use as they try to secure funding.

Education Institutions Get Creative to Beat Shortfalls Due to Global Recession
Article,  BriefCASE Article University World News reports that higher education institutions are partnering with the private sector more and devising other innovative ways to raise revenue to cover gaps created by shrinking state budgets and financial shortfalls.

The New Visionaries
CURRENTS Article The new social entrepreneurial foundations have high ideals and deep pockets, but few of them have any connections to educational institutions. The author offers strategies for building relationships with these new players in philanthropy.

The Campus Connection
CURRENTS Article The nonprofit organization Ashoka is partnering with four universities: Maryland, Cornell, George Mason, and Johns Hopkins. The purpose is to encourage and develop social entrepreneurship on campus.

Corporate and Foundation Programs: Bow Valley College - Silver Award
Best Practice Bow Valley College's first-ever fundraising campaign, "Improving Lives Beyond the Classroom," set out to raise $10 million over five years. With funding in 2005, 2006 and 2007 from Suncor Energy Foundation, the Canadian community college developed a program called Placement Services for Immigrant Professionals. The college also leveraged the Suncor gift to launch a new integrated employment service for students, alumni and clients called BVCWorks.

Postcard from Puebla
CURRENTS Article When an institution in Mexico needs to find the correct way to begin an annual giving program, they discover their answers in corporate sponsorships of scholarships.

Big Pond, Small Fish
CURRENTS Article Large foundations are casting about for community colleges so their gifts will have a bigger impact. A parallel trend is two-year institutions creating their own educational foundations. The combination means greater funds for education improvement, research, and more.

Taken for Granted
CURRENTS Article Just as tiny tugboats pull hugh ocean liners into port, small foundations can deliver grants that will fund your programs and sometimes develop into long-term, multimillion-dollar partnerships. Also like tugboats, small foundations can turn around fast and are flexible, enthusiastic, and dedicated. The author, head of small and midsized foundations, relates real-life stories about the might of small funders.

Fundraising Programs - Corporate and Foundation Programs: University of Miami - Gold Medal
Best Practice In 2006, the University of Miami won a Gold Medal for its Citizens Board–a voluntary organization of prominent business and professional people who strive to encourage community and financial support for the University. It promotes community understanding of the university’s plans, activities, and local impact; enlists active support for the institution’s fundraising goals; and seeks monetary contributions from business and professional communities. Since 1946, the board has raised more than $187 million toward various university fundraising goals.

match.org
CURRENTS Article The author compares the process of finding a good corporate or foundation funder to that of dating. In both, it's important to know when to make the first move, to be yourself, and to not give up after facing rejection.

A Different Beat
CURRENTS Article Corporate and foundation fund raisers worry that development managers have little understanding of the value or nature of their work, leading to limited career advancement opportunities and misguided performance measures. They point out, however, that the skills needed to succeed in CFR often give the CFR officer a better understanding of the campus and closer ties to deans and faculty that can benefit the entire advancement office.

Good Will Hunting
CURRENTS Article Corporate-academic partnerships are built on three concepts--mutuality, process, and personal relationships--which determine their ultimate success or failure. Authors Cumberland and Jessup argue that a corporate-academic partnership cannot prosper unless both sides have something to gain, have clearly delineated goals, and are nurtured by staff who understand what's at stake.

Mining for Gold
CURRENTS Article Profiles of 12 CASE Circle of Excellence 2003 winners. Member institution nominees were judged on the creativity of their alumni relations, communications, and development initiatives, including alumni publications, reunions, constituency giving, stewardship, and alumni relations programs. Profiled winners include Brigham Young University/University of Utah; Columbia College Chicago; Georgia Tech Alumni Association; Goucher College; Imperial College London; the Institute for Shipboard Education; Lehigh University Alumni Association; Monroe Community College Foundation; Pennsylvania State University; the University of Chicago; the University of Iowa Alumni Association; and the University of Miami.

Defining the Institution's Values
CURRENTS Article Campuses can find themselves in an ethical dilemma when some constituents object to the actions of a current or prospective corporate donor. Hanson suggests several questions campuses should ask themselves when they define their values, develop gift acceptance policies, and deal with objections to a donor or gift. This article will interest corporate relations officers, principal gifts officers, and other development staff concerned with corporate relations or questions of fund-raising ethics.

Keeping Good Company
CURRENTS Article Recent business scandals highlight the tensions that can arise between institutions and corporate donors or partners. The authors recommend establishing a committee to identify and articulate the institution’s ethical principles, which should guide gift acceptance, and they provide advice on directing the committee’s work and handling crisis situations. This article will interest corporate relations officers, principal gifts officers, and other development staff concerned with corporate relations or questions of ethics in fund raising.

AdvanceWork: Giving High on the Hog
CURRENTS Article A passion for motorcycles inspired a unique method of cultivating donors.

Closing Remarks: Corporatization
CURRENTS Article University-industry partnerships are creating a wealth of opportunity, but some institutional constituents are asking whether colleges are selling out, trading independence for money, or putting corporate interests ahead of open inquiry. Encouraging debate on these issues can help sensitize the academic community, which is ultimately responsible for academic vigilance. A good way to begin educating people is to enshrine the fundamental principles of academic freedom in the language of all gift and research agreements. Make accessible on the Web and in print any policy statements addressing academic freedom, conflict of interest, the right to publish, confidentiality, and intellectual property rights.

Which Way Is the Wind Blowing?
CURRENTS Article At a three-day conference, university development officers, consultants, and corporate and foundation representatives discussed the outlook for corporate and foundation giving.

AdvanceWork: In the Cards
CURRENTS Article Problem/Solution

Fund-Raising Renaissance
CURRENTS Article Carnie, founder of a European prospect research firm, describes the past, present, and future of professional fund raising by European nonprofits. He traces the historically dominant role of European governments in social welfare, which inhibited the development of nonprofits and fund raising in some countries. Although governments will most likely remain the primary source of nonprofit funds, cutbacks are leading many continental development officers to focus more intently on the three major private-sector sources -- people, foundations, and corporations. Carnie cites three trends: 1) increased competition, 2) changes in fund-raising methods, and 3) increased regulation, including an emphasis on accreditation by independent agencies.

AdvanceWork: Let's Make a Deal
CURRENTS Article Outlines ten tips for creating and maintaining corporate partnerships that benefit the campus and the company.

Corporate Change and Corporate Giving
CURRENTS Article Mergers, buyouts, divestitures and other corporate changes raise the possibility that corporate giving to education will suffer. Patience, understanding, and regular contact with the affected companies can help you position your institution to make the best of these changes. The article describes some of the more common scenarios involved in corporate change and offers these tips: 1) Stay on top of the news. 2) Consider the effects of the change. 3) Cultivate allies inside the new corporate structure. 3) Don't push. 4) Educate new corporate contacts about the existing relationship. 5) Educate new leaders on the tradition of corporate philanthropy. 6) Be a good steward of previous gifts. 7) Prepare for the worst. A sidebar summarizes what merging companies consider when they combine two philanthropy programs.

Give & Take
CURRENTS Article As businesses take a hard look at how they're spending their money, many companies are concluding that their philanthropic efforts must be "aligned with their business strategies, with the messages it wants to communicate, and with the wishes of its employees." Corporate partnerships now demand that universities offer something substantial in return for charitable gifts. Recruiting and research programs continue as traditional partnerships. Common elements to partnership programs include: 1) the involvement of a select group of firms; 2) the use of a single office to coordinate activities; 3) methods to increase interactions among participants; 4) a focus on building relationships before solicitations are made; 5) the realization that these programs are labor-intensive.

The Changing Face of Corporate Giving
CURRENTS Article New England Colleges Fund president Kraus suggests how campuses can present their case for support in line with changing corporate interests. Business leaders today tend to see philanthropy as a means to an end, and are more focused on quantifying and benchmarking the results of every aspect of their operations, including their financial investments in education. Therefore, companies now see philanthropic giving as a means to address specific social, economic or other needs, especially those that help build a skilled labor force. In addition, corporations now see giving as a means to enhance their own image to a larger public audience. The number of unrestricted corporate gifts is declining, in part because campuses are not effectively communicating their need for unrestricted gifts

Corporate Relations

The Library has compiled a collection of resources about corporate & foundation relations.

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SampleCollection_CorporateRelations

The Library maintains a collection of corporate and foundation relations sample material.

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