Update

eNewsletter | Summer 2018

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Summary of Contents

  • Partnership Works! FY 18 Success & Looking Forward
  • Franklin County Building & the Power of Generosity
  • Fall 2018 Events Galore 
  • New on the Toolkit

Partnership Works! FY 18 Success & Looking Forward

As Dr. Roger Rennekamp shared in a recent email, OSU Extension experienced a record year of philanthropic revenue generation. Over $9.7 million dollars in gifts came in during FY 18 to support programs, facilities and positions. Thank you for working with the CFAES Advancement Team to help attract these investments and, above all, expand our network of supporters by being champions for philanthropy through The Ohio State University Foundation.

We are almost a full two months into FY 19. In order to achieve our $34 million goal for CFAES at-large, including OSU Extension, we will need to lean in together and uncover prospective supporters. Connect with us! Set a goal to make one or two introductions. Consider easy ways to enhance relationships with your strongest advocates (see post Embracing Volunteers as Donors). We’re here to help!

Franklin County Building & the Power of Generosity

On June 29, a groundbreaking ceremony kicked off the construction process for OSU Extension, Franklin County’s new facility. This new building is made possible thanks to an $11 million gift from Patricia Brundige, which will also support two endowed Franklin County 4-H educator positions and an endowed Franklin County support fund.

Brundige, a 4-H alumna from Franklin County, is a long-term champion of CFAES, OSU Extension and Ohio 4-H youth development. Her contributions are truly inspirational and they are opening doors for others to lend helping hands.

A number of spaces in the building are available for naming. Monies generated through these designations will support the facility and its programs. Share news about the building to demonstrate the impact that can be made through philanthropy for OSU Extension. If you know of anyone who might be interested in a naming opportunity, please let us know.

Fall 2018 Events Galore

Events are a great way to bring people together and showcase the value of our programs. Invite some of your volunteers and local alumni to attend one or more of these festivities:

New on the Toolkit

  • More donor success stories link
  • Updated Gift in Kind form with instructions link
  • Electronic version of the Ohio 4-H Gift Planning Guide link

eNewletter | Winter 2017/2018

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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: https://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 

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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.

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