Voices July/August 2019
Annual Report Timing
Q: When is the best time to mail out your annual report? Our institution has always sent ours within the first quarter of each year.
A: When I was at Carl Sandburg College, we’d send our report around Thanksgiving to our individual endowment donors, individual scholarship donors, and general donors. The college operates on a July 1 to June 30 fiscal year, so we’d capitalize on the end-of-the-calendar-year giving some donors are looking for before tax time. The college sends a spring magazine, so I’d stick to the fall and I’d work with colleagues to include some foundation information in that issue and make sure the donors were being sent their piece as well.
[That said,] I don’t think there’s a bad time to solicit.
—Stephanie Hilten, major gifts officer, OSF Healthcare Foundation (former director of advancement, Carl Sandburg College, Illinois)
Your Favorite Things
You Go, Girl
In my office is something that I call the “Attagirl” folder. Back when I was a development intern at Duke University, my mentor said, “You’re going to have great days, and you’re going to have tough days, and you’re going to need to make sure that you’re cheering yourself on.”
She gave me a folder and said, “Put all of your accolades in it.” So my acceptance letter for being a development intern is in that folder, as are subsequent acceptance letters, notes from donors, and notes from my team as I became a manager.
I’ve had this folder now for more than 20 years. It’s obviously multiple folders at this point, but it’s something I really treasure. I don’t even have to look at it: Knowing that it’s there is both encouraging and supportive.
Now, as a manager, I give one to every one of my team members.
—Shanna Hocking, associate vice president for individual giving, Children’s Hospital of Philadelphia
Quote of Note
How do we best nurture a new generation of leaders and philanthropists?
I fervently believe the status quo is not acceptable and ineffective, and we have to do something about it. Gone are the
days when we can expect to depend, if we ever could, on those with wealth, power, and influence to behave in ethical and equitable ways that address the commonweal and, most especially, the needs of historically disenfranchised people.
I don’t care how many Ph.D.s, J.D.s, D.D.S.s, Ed.D.s you earn, if we don’t end up with a better society, a better world for all people, we have missed the boat. We have not fulfilled our moral responsibility.
—Charlie Nelms, former chancellor of North Carolina Central University, University of Michigan-Flint, and Indiana University East, in his keynote address at the CASE Conference on Diverse Philanthropy and Leadership.
Article appears in:
Advancing to the top: How professionals from advancement fields found their way to top leadership roles. Plus, advancement professionals share how to avoid data pitfalls, and CASE celebrates 10 years of training the next generation of fundraisers.