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2018 Excellence Awards – Fundraising Title First name Last name Institution Position title Contact phone Contact email Team members who also assisted Category Select one only at a time Fundraising Campaign /Annual Giving Capital Campaign or Major Gifts Program or Bequests Fundraising Event + Executive Summary (250 words max) + Provide an overview of the submission outlining key features that address the criteria. Ensure you include the start and finish dates for the project and that these dates are valid for the judging period (i.e. having started after July 2016). + Background to Entry (300 words max) + Provide a background to the project providing relevant details about the institution and a giving a context for the project. + Value for Budget (This section is for the judges to consider from information provided in the previous sections) + This criterion is very important as it allows institutions of different sizes to compete in a fair environment. Your submission must include: + The project’s total budget + Accurate results (in the case of fundraising initiatives) + Were consultants used? If so what services did they provide and what was the percentage of budget spent on consultants and or external providers. + The submission must be verified by the institution’s accountant or auditor. + These details remain confidential at all times. + Strategy (1000 words max) + Provide a comprehensive statement (this may include attaching charts, graphs etc.) of the strategy for the project with reference to: + The project objectives + The project strategy – steps/process to achieve the objectives + Reasons this strategy chosen + Challenges + The timeline + Planning and milestones + Resources involved + Evidence of best practice + Effectiveness/Outcomes (250 words max) + Judges will assess outcomes / effectiveness with regard to the budget / resources involved as well as the project objectives and the impact the success of the project made on your institution. Include details of how the project achieved its purpose including how it was evaluated and details of all project measurables where applicable. For example: + Amount targeted, amount raised (fundraising categories) + Participation levels in an event + Admissions levels + Subscriber rates + Creativity (This section is for the judges to consider from information provided in the previous sections) + Whilst this is a difficult criterion to define, the judges will be looking for industry best practice. This may include: + Fresh, contemporary and innovative concepts + Application of technology in a new way + Development of practices to face new challenges/changing environment + Innovative solution to a project 2018 Excellence Awards – Fundraising 1

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2018 Excellence Awards – FundraisingTitle       First name       Last name      Institution      Position title      Contact phone      Contact email      Team members who also assisted      

CategorySelect one only at a time

☐ Fundraising Campaign /Annual Giving☐ Capital Campaign or

Major Gifts Program or Bequests

☐ Fundraising Event

+ Executive Summary (250 words max)+ Provide an overview of the submission outlining key features that address the criteria. Ensure you include the start and finish dates for the project

and that these dates are valid for the judging period (i.e. having started after July 2016).

+ Background to Entry (300 words max)+ Provide a background to the project providing relevant details about the institution and a giving a context for the project.

+ Value for Budget (This section is for the judges to consider from information provided in the previous sections)+ This criterion is very important as it allows institutions of different sizes to compete in a fair environment. Your submission must include:

+ The project’s total budget+ Accurate results (in the case of fundraising initiatives)+ Were consultants used? If so what services did they provide and what was the percentage of budget spent on consultants and or external

providers.+ The submission must be verified by the institution’s accountant or auditor.+ These details remain confidential at all times.

+ Strategy (1000 words max)+ Provide a comprehensive statement (this may include attaching charts, graphs etc.) of the strategy for the project with reference to:

+ The project objectives+ The project strategy – steps/process to achieve the objectives+ Reasons this strategy chosen+ Challenges+ The timeline+ Planning and milestones+ Resources involved+ Evidence of best practice

+ Effectiveness/Outcomes (250 words max)+ Judges will assess outcomes / effectiveness with regard to the budget / resources involved as well as the project objectives and the impact the

success of the project made on your institution. Include details of how the project achieved its purpose including how it was evaluated and details of all project measurables where applicable. For example:+ Amount targeted, amount raised (fundraising categories)+ Participation levels in an event+ Admissions levels+ Subscriber rates

+ Creativity (This section is for the judges to consider from information provided in the previous sections)+ Whilst this is a difficult criterion to define, the judges will be looking for industry best practice. This may include:

+ Fresh, contemporary and innovative concepts+ Application of technology in a new way+ Development of practices to face new challenges/changing environment+ Innovative solution to a project+ Unique approach and delivery of project

+ Presentation and Supporting Material+ Your submission may include supporting documentation, attached in the preferred electronic form.

+ Up to 6 pdf examples of relevant materials, plans publications, letters, scripts, advertisements etc.+ A short statement of the purpose of the material in your overall project+ Judges will look for presentation that reflects best practice in educational advancement+ Judges will look for accurate, clear and easy to understand submissions+ Where a section has a maximum word limit, ensure you adhere to these+ Ensure all files are named to easily identify the content of file

Please save completed form and return in Word format: Last name-Category, ie: Smith-Admissions and send to [email protected]

Please also email any attachments as PDFs or provide links for large files.

2018 Excellence Awards – Fundraising1

Executive Summary(Maximum 250 words)

Provide an overview of the submission outlining key features that address the criteria. Ensure you include the start and finish dates for the project and that these dates are valid for the judging period (i.e. having started after July 2016).

     

Background to Entry(Maximum 300 words)

Provide a background to the project providing relevant details about the institution and a giving a context for the project.

     

Value for BudgetSummary comments

     

Budget $      Were consultants used? ☐ Yes ☐ NoWhat resources did the consultants provide?

     

What % of the budget was spent on consultants?

     

Submission verified by Business Manager

☐ Yes ☐ No

2018 Excellence Awards – Fundraising2

Strategy/Resources(Maximum 1000 words)

Provide a comprehensive statement (this may include attaching charts, graphs etc.) of the strategy and resources for the project with reference to:

+ The project objectives+ The project strategy –

steps/process to achieve the objectives

+ Reasons this strategy chosen

+ Challenges+ The timeline+ Planning and milestones+ Resources involved+ Evidence of best

practice

     

2018 Excellence Awards – Fundraising3

Please save completed form and return in Word format: Last name-Category, ie: Smith-Admissions and send to [email protected]

Please also email any attachments as PDFs or provide links for large files.

+

2018 Excellence Awards – Fundraising4

Effectiveness/Outcomes (Maximum 250 words)

Provide a summary of the budget and major points you feel show the effectiveness and key outcomes of the project.