eNewletter | Winter 2017/2018

Summary of Contents

  • 4-H Planned Giving Initiative
  • New on the eToolkit


Ohio 4-H Planned Giving Initiative

The OSUE Advancement team will be focusing on securing estate and legacy gifts from 4-H supporters in 2018. We have a series of ads that will be placed in media outlets around the state. In addition, we have recently created a Ohio 4-H Planned Giving Guide. The guide is also available electronically on the site under Giving Through the OSU Foundation: Ways to Give.

If you know someone who has 4-H in their estate, whether it is a state program, 4-H scholarship or for county programs, please let us know. We need to ensure that the language is correct so the donor’s intentions can be honored hassle free. If you want to discuss further, please contact Emily Winnenberg at Winnenberg.8@osu.edu or 614-247-7606.


New on the eToolkit

Check out the links in the “Templates & Scripts” section. Several tools for development short case statements (also called 90 second commercials) are available.

Just Added! Sample Infographics from Columbiana County

Link: http://u.osu.edu/extensionadvancementtoolkit/appendices/templates-scripts/


Special thanks to Brown, Cuyahoga, Lake, Scioto and Vinton for submitting grant applications for Generation Rx funding!

e-Newsletter | Fall 2017 

Summary of Contents

  • Planning an Auction/Legacy Dinner?… Read This
  • Welcome, Pablo Villa! New Member of the OSUE Advancement Team
  • New on the eToolkit


Planning an Auction/Legacy Dinner?… Read This

Before Marketing a Fundraising Event:

  • Read/review these relevant eToolkit Links:
  • Inform Gift Processing: Forward documents such as ticket sales marketing information and sponsorship ask materials in one email to gifts@osu.edu before distributing them so that the Advancement Records team knows to expect forthcoming contributions and has the information on hand.
  • Determine the Fair Market Value per ticket for the benefits received by attending the event. There has to be a FMV even if the food and/or other elements are donated. Rule of Thumb: Base the FMV on the amount that an attendee would reasonably pay for the meal provided (reception/appetizers, dinner, beverages, desserts, etc.). The FMV must be noted on marketing materials.
  • If sponsors are offered benefits (e.g. tickets to the event plus any other benefit for which a person or organization would normally be charged — like exhibit space), then the FMV for total benefits per level must be noted on sponsorship marketing materials. Provide space on documentation for clear indication of benefits waiver or acceptance and the final gift amount per sponsor (Sponsorship Level less Accepted Benefits).
  • Cash and individual checks by each donor for ticket sales are preferred. If tickets are sold online and a single check is subsequently sent to The Ohio State University Foundation by an OSU Extension office with documentation and addresses of individual donors/donations, the money will be credited to the documented individuals as personal gifts. Again, however, individual check and cash payments are preferred.
  • If you are planning to raise funds to support a county endowment, indicate on marketing materials that net proceeds (or a portion thereof) will be directed to the endowment fund.

During Events with Auction Components: Display the FMV of the items because disclosure of this amount before an item is bid upon is required by the IRS. The Quick Guide shares other important notes about Auction documentation.


Welcome, Pablo Villa!

Pablo Villa joined the CFAES Office of Advancement as an Associate Director of Development in November 2017. Pablo is based in Columbus and is a member of Emily Winnenberg’s team. He is responsible for major gift fundraising for CFAES with a special emphasis on Ohio State Extension and Ohio 4-H. He works with alumni, donors and friends in the western half of Ohio.

Prior to coming to CFAES, Pablo spent five years in a various fundraising roles at Ohio Wesleyan University. He has a bachelor’s degree in politics and government from Ohio Wesleyan University. He grew up on a farm in Windsor, a small town in rural northeastern Ohio.

For Extension Advancement Contact Info, go to: http://u.osu.edu/extensionadvancementtoolkit/team-contact-info/


New on the eToolkit

Check out the links in the “Templates & Scripts” section. Several tools for development short case states (also called 90 second commercials) are available.

There is also a sample county endowment support brochure that effectively explains the value of giving through The Ohio State University Foundation in donor-centric language (provided by Ross County 4-H).

Link: http://u.osu.edu/extensionadvancementtoolkit/appendices/templates-scripts/

When Delivering and Mailing Checks/Gifts

General Guidance on Mailing Gifts

When mailing gifts to either the OSU Foundation or the CFAES Office of Advancement, use Certified Mailed and Signature Confirmation. This enables you to track and share details about final delivery status and who accepts the mailing.


Exact Address for mailing and delivering to the OSU Foundation 

(Majority of gifts go directly here)

The Ohio State University Foundation, Attn: Gift Processing, 1480 W. Lane Ave., Columbus, Ohio 43221


Exact Address for mailing and delivering to the CFAES Office of Advancement 

(Gifts requiring special tracking or unique stewardship go here first)

The Ohio State University, CFAES Office of Advancement, 364 W Lane Avenue, Suite B100, Columbus, OH 43201

Grant Announcement (September 30 Deadline)

Environmental Education Teacher Professional Development Grants

Cedar Tree Foundation

Email Jason Phillips (phillips.814@osu.edu) and Jera Oliver (oliver.170@osu.edu) if you want to apply.

The Cedar Tree Foundation is a U.S.-focused family foundation created in the mid-1990s by the late pediatrician and entrepreneur Dr. David H. Smith. Smith believed in the power of individuals and organizations to make significant changes in the world, and Cedar Tree’s grantmaking continues to reflect that belief.

To advance its mission, the foundation is accepting applications for its Environmental Education Teacher Professional Development Program, which offers grants to organizations that provide summer professional development opportunities for current K-12 teachers in a public, private, or alternative school. Projects should allow teachers to have an engaging, hands-on EE experience with a cohort of other teachers; include networking and follow-up activities that support teachers in building their skills and bringing innovative and inspiring environmental stewardship education back to their classrooms in the fall; and provide compelling opportunities for school administrators that translate into impact in the classroom or school community will also be considered.

In 2017, grants will range between $20,000 and $100,000.

To be eligible, applicants must be a 501(c)(3) organization that provides professional development opportunities for K-12 teachers in public, private, or alternative schools.

Deadline: September 30, 2017

OSUE Gift Planning Materials Available

You can now access and print simple summary sheets about gift planning options for your Extension audiences on demand.

We are looking forward to having even more conversations with individuals and families who wish to be remembered as Extension supporters through estate gifts.

Consider the 50 year 4-H volunteer whose grandchildren are active in local clubs. What about the local farmer who can share countless stories about the role Extension has played in his or her life? Each of these individuals may be open to a legacy gift discussion. We just have to ask.

Ohioans will enjoy brighter futures with greater opportunities because of such generosity.

Work with the Advancement team to held spread the word in your county. Contact us today.

Philanthropy: A Leader’s Role in Community

Sharing an interesting publication written by Christine Wetherholt Cugliari, Ph.D. and Garee W. Earnest, Ph.D.

Philanthropy: A Leader’s Role in Community

Journal of Leadership Education

Volume 6, Issue 1 – Winter 2007

Link to Full Article



“This study of philanthropy donors in Appalachian Ohio was conducted with the purpose of understanding giving within a rural region. The research was initiated with an ultimate goal of increasing endowed assets in communities that are experiencing philanthropic poverty. The data collected from donors utilizing post-positivist qualitative research methods revealed not only donor giving rationale, but also steps community leaders can take to encourage giving communities and build philanthropic assets that will permit communities to help themselves.”

Excerpt of the Conclusion:

“As community leaders there is a responsibility to picture what can be, and assist others in seeing and creating this preferred future. Along with this is an implied responsibility to envision how this might be accomplished and with what resources. In addition, as a community leader and steward you are entrusted with community assets, which must not only be wisely used in the present but also captured, preserved, and enhanced for the future benefit of the community. This is the jumping off point for understanding why philanthropy is of importance…

Therefore, one of the roles in the job description of community leader should be that of encouraging the community to invest in itself; of encouraging individuals to seriously consider philanthropic giving… in order to develop and maintain a strong civil infrastructure.”

Customer or Community Member…

Jason’s Blog…Jason McNeal of Gonser Gerber…

via Case Consulting Services, Inc. “Tip o’ The Morning” Blog

If people talk about your organization as “being a community” (or words to that effect) and yet, you don’t consistently ask people to give of themselves and their resources, you are only talking about community, you don’t have community.

Many institutions behave toward their constituents as if they were customers, not community members.  Customers are people with whom you transact business.  Value and exchange are at the heart of the customer relationship.  Community members, on the other hand, are encouraged to give, share, and care for one another, even when the exchange is measurably unequal.  That’s what “being a community” means.

Our job as advancement professionals is to invite more people to become community members, helping each to re-discover the joy of giving, sharing, and caring.

Ramping Up Strategic Fundraising in 2017

“Never think you need to apologize for asking someone to give to a worthy objective, any more than as though you were giving him an opportunity to participate in high-grade investment. The duty of giving is as much his as the duty of asking yours. Whether or not he should give to that particular enterprise, and if so, how much, it is for him alone to decide.” John D. Rockefeller

Whether it has been through individual donations, event sponsorships or grants, to name just a few mechanisms, Ohio State University Extension has been the grateful recipient of philanthropic investments for many years.

The stream of private donations for OSUE needs to grow over time in order to keep pace with changes occurring in public financial support for higher education overall.

The Extension Advancement team is prepared to work with educators, staff and volunteers to educate current and potential supporters about the various ways transformational gifts can benefit Extension today and in the future through legacy gifts.

To echo our call made during the 2016 Annual Conference, please connect with us to:

  • Brainstorm fundraising opportunities;
  • Craft and execute relationship-building plans;
  • Think of ways to deepen and diversify partnerships with loyal contributors; and
  • Generally work together to be the best outreach and engagement team we can be for the Extension community.

Happy New Year! We are looking forward to accomplishing countless successes with you!

— Extension Advancement team


2017 NAADA Conference hosted by Ohio State

The annual conference for the National Agricultural Alumni & Development Association (NAADA) will be held in Columbus, Ohio from June 12-16 on The Ohio State University’s main campus.

The NAADA Annual Conference is the largest gathering of Agricultural professionals dedicated to raising money, recruiting students and developing relationships to advance the institutions they serve. As an organization, our members represent over 1,000,000 Ag alumni and 100,000 students across the country.

Many cooperative extension programs are operated out of or in close association with agricultural colleges, therefore, the NAADA Annual Conference also serves as a professional development and networking opportunity for those in the Extension profession.

Details on the Philanthropy Session during EAC 2016

“A Fresh Start for Extension Fundraising: New Team, New Tools & New Goals”

  • Session date and time:
    • Wed, 12/7
    • 1:45 – 2:45 pm
    • Ohio Union, Barbie Tootle Room (3rd flr)
  • Presenters:
    • Jera Oliver, Associate Director of Development
    • Emily Winnenberg, Director of Development
    • Pam Bennett, Clark County Extension Director
    • Eric Barrett, Mahoning County Extension Director