Training

Embracing Volunteers as Donors

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Yes, members of your community already contribute time, talent and treasure to OSU Extension programs.

Also yes, some of them might be willing to build on their support, deepen their engagement and consider giving through other means, such as gifts of securities or IRA rollovers, following a personalized stewardship conversation.

We are here to help you find out! Connect with Your OSU Extension Advancement Team.

Check out the articles below to learn how long-term volunteerism is a great indication of who we should be reaching out to about leadership, major and deferred/estate gift opportunities.

Must-Read Fidelity Study on Link Dynamics between Giving and Volunteering

By Ruth McCambridge

“[I]f you run a big volunteer program, you may come into contact with them, because according to this report, ‘Eighty-seven percent of volunteers say there is overlap between the organizations they support financially and where they volunteer, with 43 percent describing significant or total overlap with the organizations they support financially and as a volunteer.'”

It’s Time to Stop Being Afraid of Asking Volunteers for Donations

By Billy Ratthahao

“Here’s some really good news. Almost 80% of volunteers will donate (Volunteering in America), and volunteers are 10x as likely to give than a non-volunteer (Fidelity Charitable)!

You are leaving precious dollars on the table by not tapping into your gold mine of volunteers!”

e-Newsletter | Fall 2017 

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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: https://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: https://u.osu.edu/extensionadvancementtoolkit/appendices/templates-scripts/

When Delivering and Mailing Checks/Gifts

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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

OSUE Gift Planning Materials Available

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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.

2017 NAADA Conference hosted by Ohio State

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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

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“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

Attend the Philanthropy Session During the 2016 Extension Annual Conference

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During the 2016 Extension Annual Conference (Dec 6-7), the CFAES Advancement team and select Extension Professionals will lead an education session on Philanthropy in Extension.

Please attend this session to hear:

  • Details about the e-Toolkit;
  • A current example of prospect identification and cultivation; and
  • Success stories about recently closed gifts that benefit Extension.

Information about the date and time of the session will be posted soon.