Orchard Lake Development Campaign Strategy 2015-16

Gifts by Orchard Lake unit SS. Cyril & Methodius Seminary

Foundations in Faith Formation

St. Mary’s PreparatoryGod. Family. St. Mary’s

The Polish MissionPreserving Cultural Ethnicity & Tradition

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Non-estate giving up 36%

❖ Greatest double digit growth: When comparing 2015-16 with 2014-15, biggest gains came from alumni gifts including the TAAF appeal, Ambassadors, Founders Day, Patronal Feast.

❖ Aiding growth: Marketing and cross-marketing to different groups within and beyond Orchard Lake, showing the greater value for greater investments.

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Non-estate giving tops $2 million

❖ While most of our gifts come from estates, our non-estate gift revenue is substantial and grew 36% from $1.49 million in 2014-15 to $2.01 million in 2015-16.

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Growing our Alumni Outreach and Network

Alumni giving tripled in 2015-16Next StepsOur new Alumni Director, Don Buchanan is a long-time Orchard Lake St. Mary’s assistant football coach who knows decades worth of alumni. He’s also working with Admissions, nurturing families as they come into the Orchard Lake family.

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Leadership giving ❖ Regents/Trustees All Donations*

❖ 2013-2014 $99,159.80 $1,976.118.36

❖ 2014-2015 $137,975.65 $2,501,948.57

❖ 2015-2016 $201,595.50 $4,758,903.06

❖ 2016 1st Quarter ** $81,061.00** $433,400.26**

❖ ** As of 10/11/16

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Leadership givingBoardPar(cipa(onofRegents/TrusteesbyEvent

2013-2014 2014-2015 2015-2016 2016-2017**

Ambassadors 47% 55% 55%

Chancellor’sSenate38%50% 66% 8%

Founder’sDay 19% 36% 39%

Roof/AC n/a n/a 37% 16%

OtherGiving 72% 86% 86%

BoardPar(cipa(onofRegents/TrusteesbyArea

2013-2014 2014-2015 2015-2016 2016-2017**

Seminary 30% 41% 25% 13%

Prep 19% 41% 19% 13%

PolishMission 8% 25% 33%

OLS 80% 75% 80% 41%

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Revenue by Orchard Lake unit

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Gift Revenue by unit - Seminary

2015-16 revenue down 47% from $984,842 to $513,093 primarily because estate revenue

declined from $624,442 to $200,478 — most fund-raisers were up year to year.

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Gift Revenue by unit - Seminary

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Gift Revenue by unit - Prep

2015-16 revenue more than doubled from $378,180 to $765,530.

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Gift Revenue by unit - Prep

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Orchard Lake Polish Mission

2015-16 revenue grew 96% from $42,297 to $94,700. 12

Revenue by Orchard Lake unit

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OLS gifts greater than any unit

Whole Greater than the Sum of its Parts: OLS system gifts move from

43% of total gifts to 71% of total giving in 2015-1614

OLS gifts greater than any unit

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Orchard Lake Schools - 2016-17 Development Strategy

Orchard Lake Development Office Strategy

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What's our mission? What are our donors investing in?

Data shows what Orchard Lake donors value most

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Our Donors vote with their dollars

❖ Donors are investors. They invest in what they believe in and care to support.

❖ 2015-16 gift giving grew 89% over 2014-15 to $4.7 million with most of that growth coming from a major bequest.

❖ The number of gifts grew modestly from 6,330 to 6,353.

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Gift Giving equals matchmaking

❖ Matching the loves, talents and interests of the donor with the needs of the recipient.

❖ How does our mission mesh with their own mission in life?

❖ Example: a talented pianist came to our Christmas concert and instantly recognized the shortcomings of our piano. She and her husband gave Orchard Lake a top-of-the-line Concert Grand Piano valued at $40,000.

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Most Orchard Lake gifts: Estates❖ Estate giving (primarily bequests in wills) grew from $1

million in 2014-15 to $2.72 million in 2015-16. This is remarkable because we haven’t had a robust wills/trusts program for many years.

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But how do we keep estate giving growing?

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What are we doing to grow estate and other planned giving?

The Karol Wojtyla SocietyToo often, Catholic organizations don’t know about an estate gift until after the donor dies.

Giving societies, designed to reward and recognize donors (typically once a year at a luncheon) but also listing them on honor rolls for including us in their will, gives donors an added incentive to remember us in their will.

The society will also help nurture the donor-organizational relationship and help both sides benefit.

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Monthly giving builds budgets

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What are we doing to grow estate giving?

Make the case for Estate GivingNew Mailers and Marketing Materials:Make the case for long term, planned giving including the advantages, new ideas and Return on Investment from:

1. Setting up Scholarships, Endowed Chairs and other Designated Gifts including Capital Gifts.

2. Matching donor wishes with Orchard Lake needs.

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What are we doing to grow estate giving?

Make the case for Estate GivingMost of our Catholic and postsecondary peers use targeted bulk email newsletters to communicate with constituents and add a low cost, effective, trackable tool to push out giving opportunities via online giving.

We completed our online giving platform in 2016 and now must “push it out’’ via emal, social media and other digital opportunities.

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Growth Opportunities

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What are we doing to grow estate giving?

Make the case for Estate Giving, PlanningMore than 55 percent of Americans don’t have a will, opening their heirs and loved ones up to big problems. We are on the verge of the Great Transfer, the largest transfer of wealth in human history: 1. $12 trillion moving from people born in the

1920s/‘30s.2. Over the next 30-40 years, $30 trillion will

transfer from Baby Boomers to their heirs. 3. Leaving some (or all) income to nonprofits

solves estate and tax issues and helps Orchard Lake.

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Endowment impact on Scholarships

Making the case for Endowment Gifts

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What are we doing to grow estate giving?

Bang for the buck: Life Insurance ROI For less than the price of a cable TV bill, a a 55-year-old could invest in a $50,000 whole life insurance policy to leave a major gift to family as well as Orchard Lake.

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Communications and PR improving

❖ Campus video(s) – compiling footage & music for short, promotional pieces. (2-5 min.) for campus purposes (pending approval of initial/revised footage) and potential for a website “virtual tour” link

❖ Strengthening media relationships.

❖ Social Media numbers and engagement up.

❖ OLS Blog spot expansion on our OLS website.

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Foundations and Grants

Over the summer, we identified dozens of strong "fits'' among institutional givers. Some of those prospects include:

The Grosse Pointe-based Ralph C. Wilson Foundation has a mission to give away $1.2 billion over 20 years in Mr. Wilson's home bases of southeast Michigan and Buffalo.

Wspolnota polska, funded by the Senate of Poland, gives international grants to schools and organizations that advance Polish identity. Natural fits: They've funded school infratructure, promotion of Poland abroad, Polish culture and identity and Scholarships for people of Polish origin.

Michigan Council for Arts and Cultural Affairs, part of the MEDC, provides state grants to arts and cultural efforts.

Kinsman Foundation (focuses on historic preservation and arts and culture) and similar organizations.

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Identifying Good Institutional Fits

Gearing up for a Major Capital Campaign

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45% from outside Michigan 30% of 2014-15 non-estate gift dollars came from out-of-

stat, falling to 16.7% in 2015-16 but back up to 22% YTD

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Stages of a Campaign❖ Feasibility Testing: Matching the needs of the institution with the

interests of potential donors. How are we viewed by prospective donors?

❖ Message development -- messages that stick and connect -- and adding the needed tools (Raisers Edge, print and digital content including video).

❖ Identifying and finding leaders at all levels (from board to staff to volunteers). Setting Campaign Goals, refining plans

❖ Quiet Phase: Refining and perfecting "the ask''❖ Public Phase: Public launch and a media/social media splash

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Michigan dominates dollars

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Best Prospects by Cities

Orchard Lake donors are spread out Some important pockets:

Close to home: Orchard Lake, Commerce, West Bloomfield, Farmington, Southfield, Milford

Cities with large Polish populations or relationships: Sterling Heights, Shelby Twp., Dearborn, Troy, Cleveland, Hamtramck,

Chicago, Warren, St. Clair Shores, Buffalo, Wyandotte, New York.

Affluent communities: Birmingham, Grosse Pointes, Bloomfield Hills, Plymouth

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How can you help?

1. Prayers and support.

2. Volunteer or refer a student or donor.

3. Remember: Everything you see here was a gift.

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