NSWACT eNews August 2020 - 24 August 2020

Presidents welcome

‘Words are free. It is how you use them that may cost you….’ Rev J Martin.

If nothing else, 2020 can be celebrated as an exceptional year for new buzz words…re-imagine, re-purpose, pivot, re-scale and re-shape (between you and me, the only thing I want re-shaped is my waist-line into a pair of size eight jeans).

And now it seems we are all in a state of flux. Congratulations words of 2020 – this is a good one.

It shall take decades before I can freely use words such as unprecedented, challenging and difficult without them grating on my nerves so badly that they literally cause a physical reaction.

And who knew such a remarkably odd group of words such as remote, virtual, second wave, cluster, hotspot, socially distanced, lockdown, deep clean, Jobkeeper and PPE would become commonplace vernacular. And 14 days would become such a critical period of time.

I have learnt many lessons during this year (that just keeps on giving) – none more insightful however, than when using the word cancelled rather than postponed. The former causing such an immediate tailspin within the community – I suffered virtual whip-lash. The latter quite acceptable – even though we know the postponement is likely not until 2030.

Once again I am flummoxed by the plethora of resources available to me at this time via the Educate Plus website, forums and webinars. In this newsletter edition we have some reminder of what is on offer and at your fingertips should you ever need a bit of food for thought or industry advice. 

So, NSW/ACT Comrades – I am all out flux, completely flummoxed and dearly wish I had a flux capacitor.

Onwards!

Myfanwy

Bequest article by Marts & Lundy

Bequest article by Marts & Lundy

by Ann Badger and Dr Alan Watkinson

Dear Colleagues,

As we slowly and carefully emerge from the lockdown and begin the return to a less isolated Australia, and in the face of uncertainty and many economic challenges, it is timely to think about your institution’s future and the role that philanthropy will play in helping to secure that future.

Why focus on bequests now?

One key fundraising area that Australian research  (JB Were 2018 Support Report – see table 49) tells us will provide one of the highest return on investment is bequests. However, we hear from some institutions that they are not doing any work in this vital area at this time, and that some have even cut back on resourcing a bequest program. A long-term aspiration of most of our institutions is a sizeable endowment that provides an income stream that supports the institution, especially in challenging times. The source of this highly valued endowment is primarily bequests and now is the time to be building your bequest pipeline.

Much has been written about the huge wealth handover from the baby boomers and yet, according to Australian research (QUTSwinburne University), less than 8% of Australians have included a charitable gift in their Will but many (over 60%!) would consider a bequest if engaged and asked.

Interestingly, recent media has reported on an increase in changes to Wills as people reflect on their values, what matters to them and get their personal affairs in order at this time. It’s  an opportune time for your institution to be front of mind.

At this time of ongoing social distancing, the nature of some of your interactions may be different from what you have been used to in the past and perhaps your institution has not yet seen the possibilities for bequests without face-to-face interaction. Now is the time to be researching your bequest prospects, communicating and engaging with these people to build a strong pipeline of potential bequestors, updating your bequest resources, being pro-active in communicating gifts in Wills as an attractive giving option, and stewarding known bequestors.

To navigate this rapidly changing environment, you will need to know your benefactors better than ever and use those insights and understanding to better shape and nuance your approach in order to secure gifts in Wills for your institution’s future.

It is important to remember that this is not about obtaining a gift now in uncertain economic times, but a deferred major gift: a gift in a Will that will make a difference to your institution and give great joy and satisfaction to the donor.

Develop your Prospect List

This is the perfect time to review your records. You should build a prospect list that incorporates people such as those who have :

  • expressed interest in a bequest (a returned reply slip, conversation at an event, etc)
  • given three or more times to annual giving (they are already telling you they have an interest in and commitment to your institution)
  • been active volunteers (alumni events, archives, year group signatory, etc.) and shown their passion for your institution
  • a special link to a project or an area within your institution

In schools, bequests come primarily but not exclusively from alumni rather than parents. In universities, community members other than alumni can be very attracted to student support, research or subject areas. Those without children can be drawn to making a meaningful gift in their Will. If encouraged and welcomed, widows/widowers, may choose to stay connected with their late partner’s school or university and make a bequest that honours them.

Enter and track your bequest list in your prospect management system. Report monthly on your prospect activity and movement (e.g. number of prospects, contact calls, visits, written communication, etc.).

Communicate & show you care

Reach out and see how your community members are faring: set yourself the goal of making a certain number of ‘care and connect’ telephone calls every day. Undertake some research on the person so you can have a meaningful conversation: their location (interstate, overseas), circumstances and connection with your institution are all important. Ask how they are doing: listen!

Ask them what they are doing and how they are coping both with the lockdown and now as things begin to change. What plans (e.g. travel) have they had to put on ice? How is the family doing, are they in touch with children/grandchildren within Australia or elsewhere in the world? Establish genuine interest, concern and empathy. This takes time.

Don’t rush to impart information or suggest a bequest. Acknowledge the challenges your institution is facing around supporting students and other areas. Have stories about how you are coping and what your institution is doing to support students and staff.

Respond to questions about wills and bequests if they are raised but do not push the issue. Ask if there is anything you and/or the institution can do to help them, and also ask if you can keep in regular touch like this every few weeks or so.

Follow up your call with a note or email as appropriate. Depending on the culture of your institution, perhaps send them a card with a short hand written note, an item from the institution or archives that relates to them, a prayer card, a bookmark, a meditation, or a link to some information that was discussed.

Build a relationship and begin to understand their interests and potential giving areas (e.g. access/scholarships, buildings, co-curricular, research, etc.). As your relationship and trust develops, you can foreshadow a face-to-face meeting when the time is appropriate. Perhaps they would like to visit your school or university, attend a lecture, a musical or sporting event, meet some current student or the CEO. Make sure you keep detailed records of all the valuable information you are gathering from these conversations.

Ensure that your community outreach, as discussed in our earlier emails, is going to all your prospects and has a focus on what’s happening and how students and staff are coping. Use student photos and quotes to give them voice. Photos and short videos of students taken by smart phones are ideal to share as they are cost effective and provide a quick snap shot and connection. Birthday cards for decade or other birthdays can be a very effective initial contact point.

Resources & Collateral

Now is the time to strengthen and update your bequest information so your institution communicates effectively during this period and is also ready for the post COVID-19 era. With time on their hands, people are reading more, so consider your website, the Impact of Giving Report and other publications and ensure they have bequest impact stories and/or bequestor endorsements. Hard copy has gravitas and longevity.

Some key areas:

  • What is your case for leaving a bequest to your institution? Is there a strong compelling case that’s consistently and visibly communicated? Does it talk about the future of your institution? If I’m sitting at home with some spare time reflecting on what I care about and thinking about my school/uni/college, where can I find information quickly and easily?
  • Undertake a desktop audit of peer schools and universities and look at their websites. Learn from them! Is your bequest information easy for potential bequestors and their solicitors to find or is it hidden behind three levels (or a firewall) and a bequest society name?
  • Is there some suggested bequest gift wording on your website to assist solicitors and the like? Or do you at least have a link to such advice? Is there a clear contact person and phone number and/or email address?
  • Review your community magazine and track whether or not you are telling impact of giving stories that include bequests on a regular basis.
  • Do you have a clear point of contact for phone enquiries? Does the general reception know?
  • Do you regularly offer an opportunity for community members to find out more about bequests?
  • If you have a bequest society as your stewardship and recognition vehicle, how visible is it? Is there a members’ list, photos of events, endorsement from members, etc.?
  • A bequest brochure that communicates your case and inspires action can be a great tool. This could be a very good time to do some desktop research of peer publications and re-write yours. Research the draft brochure and test it with some of your potential and known bequestors: seek their feedback, advice and input!
  • Take the opportunity to document bequest stories and collect photos from known bequestors and past bequests. Have a library of these for future use in your communication strategy and to enhance your donor records.
  • Review your upcoming Bequest Communications Plan for key publications (Annual Reports, Impact of Giving, Community Magazine, etc.) and develop a plan and timeline to deliver them in an appropriate format. It’s a great time to write and hone articles; research and document impact stories and donor experiences.
  • Is there a regular report on bequest activity to your Foundation or Advancement Committee and to your institution’s leadership?

Stewardship

This is also a productive time to be continuing to steward your known bequestors through ‘care and connect’ calls, mailing and emails. Whilst you cannot have an actual event, consider what you can do virtually: perhaps they can listen to a musical item that students did from home and recorded, listen to an alumni debate or information session, attend a virtual religious service, receive a special birthday greeting from a student, view some student art work, watch a video on a group of students returning and their reactions, or enjoy a morning/afternoon tea with you or others on Zoom.

One bequest manager dropped off hand sanitiser to some local bequestors and another dropped off cyclamens on Mother’s Day to some whom she knew had no local family.

All of this is about showing you care, your institution’s values and its enduring and real commitment to its community. This crisis is changing in its nature rapidly and will end at some point. When it does, the bequest relationships that you have developed during this time will ultimately pay off significantly.

Stay well. Stay connected. Stay focused.

Please feel free to get in touch with us to discuss any points which we raise here or how to develop a plan to get your bequest program underway or strengthened. Don’t miss out on your opportunity to hear from Dr Alan Watkinson who ran a Bequests Workshop Program, which is available for viewing in our resources library.

View workshop

University of Otago’s fundraising during lockdown

University of Otago’s fundraising during lockdown

Creative connections support team’s fundraising success

Despite working from their home bubbles, complete with children and pets flitting past during Zoom meetings, members of the University of Otago’s Development and Alumni Relations Office (DARO) haven’t been held back by the constraints of lockdown, continuing to fundraise successfully and work together as a cohesive team.

Through a combination of phone calls, Zoom meetings, Microsoft Teams chats, emails and online newsletters, in the past month DARO has managed to successfully launch the University’s major student hardship fund, keep connected with alumni through regular online publications and virtual events, engage with donors, explore new fundraising opportunities and meet up most days for morning or afternoon tea.

“Everyone has really risen to the challenge, they’ve been creative in how they’ve approached their work, and been really mindful of each other and everyone’s individual circumstances,” says Director of DARO Shelagh Murray. “I’m really proud of them. It’s been a tough time and their professionalism and care for each other has been amazing.”

Shelagh says the focus for the team during the lockdown has been to support the University’s student welfare initiatives; manage the stewardship of philanthropic giving arising from the COVID-19 pandemic; and to keep connected with alumni and donors.

Central to their work has been the launch of Pūtea Tautoko, the University’s student hardship fund. DARO led the announcement of the fund with a letter from the Vice-Chancellor Professor Harlene Hayne, emailed to all alumni and friends on 24 April.

The response was immediate and unprecedented – in the first hour $12,000 was raised, and by the end of the first week, more than $95,000 had been donated.

Working on the appeal for Pūtea Tautoko has been Development Manager Annual Giving Stephanie Miller’s priority during the lockdown.

“This is the most collaborative appeal I’ve ever been involved with, with the Vice-Chancellor, Human Resources, Communications, the students’ association and DARO all working together – and swiftly too.

“It has been great to be able to prioritise our alumni in the delivery of our messages – like sending the email from the Vice-Chancellor to them in advance of the media release being put out.”

Taking advantage of the change in daily routines, another initiative the team has worked on during lockdown is Development Managers making check-in calls to alumni donors, initially focussing on those who didn’t have an email address and those over 70.

“This is something that wouldn’t normally have such a team effort behind it,” says Stephanie. “Picking up the phone to people we wouldn’t usually have time to call will go such a long way in solidifying our relationship with these donors.”

Senior Development Manager Sabrina Ragan says the calls have “sparked some great conversations, and one verbal intent of a $30,000 gift”.

Lockdown has meant people are more likely to be home and so more easily reached, and it has also given some of the Development team the time to reconnect with older alumni who they felt might be feeling isolated.

Development Manager Graeme Mullin says he has had a “fantastic response” from the calls. “We have already talked about hosting more reunions on campus and engagement with current students, especially from retired business leaders keen to share knowledge.”

Also during this time, significant donations have come in to support the work of Otago academics who have played key roles in the public health and governmental response to COVID-19.

“High profile academics such as Professor Michael Baker have generated a lot of philanthropy at this time, including a $215,000 grant from a donor’s trust,” says Shelagh.

In response to missing face-to-face options for engaging with alumni and donors, the team has come up with a host of creative solutions. Rather than the usual regional What’s On newsletters emailed out to inform people about lectures and events in different parts of New Zealand, a special What’s On@home edition is being emailed fortnightly to all alumni globally. Content includes stories about alumni, Otago initiatives and research, as well as videos, podcasts and quirky items sourced from around the University community to keep alumni and their families entertained.

Alumni Engagement Manager Donnella Aitken-Ferguson has also launched her first virtual afternoon tea event with the Highlanders rugby team.

“Despite being a little nervous about the prospect of hosting an online event, we were determined to continue to offer our alumni unique experiences,” says Donnella. So the alumni office hosted the virtual afternoon tea for alumni and their whānau, with special guests Highlanders CEO Roger Clark, Coach Aaron Mauger, and Captain James Lentjes.

“Alumni appreciated and enjoyed the opportunity to connect directly with the Highlanders, and we loved receiving emails from our alumni afterwards thanking us – proving there was nothing to be nervous about after all.”

As for the pros and cons of working remotely, DARO has found an unexpected upside – the team feels more connected to each other now, rather than less.

“One of the nicest things about working from home is we can have inclusive tea-times with our remote colleagues. Taking a tea-break together is a big part of our team, but when we were in the [Dunedin campus] office our colleagues in Christchurch and Wellington couldn’t join in. Now they can, and it’s been really nice to spend more time with them,” says Stephanie.

Christchurch Development Manager Helen Hayes echoes this sentiment: “I have loved everyone in the team being on Zoom, we can hear and see everyone properly and it’s much more inclusive.”

Graeme also says the morning and afternoon tea Zoom sessions have increased connection. “Strangely I feel I know my colleagues a lot better since having a glimpse into their daily routines.”

Other advantages of working from home cited by the team include the lack of commute; more flexible routine; feeling closer to family and more time for walks with pets; not having to share an office and disturb others with Zoom meetings; more cuddles; sleeping in; and being able to bring in the washing when it looks like rain.

But it hasn’t all been plain sailing, especially for those trying to balance the demands of work and the needs of young children, and for those helping children with schoolwork.

“Working with two pre-schoolers is interesting, I have lost count of the number of times they have wandered into meetings – thankfully most of the time fully clothed,” says Graeme.

Development Manager and mum to two young children Angie Hughes misses the lack of separation between home and work life, and would like not to feel “always behind, as sitting down to get any task completed is very difficult these days”.

Like everyone in the DARO team, and everyone the world over right now, Angie also misses not being able to connect face-to-face with colleagues, donors and alumni, because “despite technological advances, nothing replaces it!”

NSW Featured member interview

NSW Featured member interview

Interview with Philippa Zingales, Committee Member/Alumni, Director of Alumni Relations, PLC Sydney

 

What are you looking forward to most post COVID?
Planning ahead! I enjoy planning and setting out my calendar so I have found the inability to plan more than a few weeks ahead challenging, both personally and professionally. Also, the opportunity to travel internationally again will be very exciting.

Have you re-ignited a passion or hobby during 2020?
During the initial lockdown phase, I did all the cliched things: I made a sourdough starter. I got out my old cross-stitch basket. However, ultimately I didn’t re-ignite any passion for baking or craft (and honestly, I’m pretty terrible at both of those activities!). As we settled into the “new normal”, I enjoyed the chance to read more, walk more, catch-up on some tv and generally slow down the busy pace of life pre-COVID. 

Do you have go-to comfort food that has re-surfaced in 2020?
Not really, although one of the best experiences of this year so far was my first meal at a restaurant after COVID lockdown #1. My husband and I celebrated our 10 year wedding anniversary at the restaurant where we were married. It felt even more indulgent and special than a fancy dinner out usually would because it was just ten tables in the restaurant and we really enjoyed the whole experience with a new appreciation after being in isolation. 

Who would you like to have lunch with and where/why?
Lunch in Rome at a little restaurant near the Spanish Steps with Meryl Streep, Dame Julie Andrews, the Duchess of Cambridge Kate Middleton and my mother. All women I admire, who are sure to have great stories to share over red wine. 

Favourite food and why?
I have a weakness for Yum Cha. I appreciate lots of options!

Tell us something that might surprise us about you. 
I am slightly obsessed with the Agatha Christie TV series: Poirot starring David Suchet, historical biographies about Hitler and I collect Queen Elizabeth II memorabilia. 

Motto or personal mantra?
I have two that spring to mind. The first is pretty simple that I say after a bad day or in a difficult situation: Tomorrow is a new day, and we can try it another way. The second is something my father told me when I was in high school and it’s about trying to find balance in your life: look after your health, wealth, family and heart (emotion). If any of these feels out of balance, it starts to affect the other and ultimately you need to aim for a balance of all four to achieve whatever your personal vision of success and happiness may be. Then go forth, with determination and dedication!

What’s one thing you couldn’t live without? 
Family.  

What do you find most valuable as an Educate Plus Member?

After a career in corporate and arts communications, a few years ago I moved into alumni relations. As a relative newcomer, Educate Plus has been invaluable for my professional development, as well as for building a network.

I did the Practitioner Training Courses in my first six months in this role, primarily to meet with other professionals and to get a broader understanding of how other Colleges approach alumni relations. Particularly after being involved in the NSW Conference Committee last year, I can say the more involved you can be, the more value comes from being an Educate Plus member.

Everyone in Educate Plus, and the colleagues I’ve met from other schools in similar roles, have been incredibly generous with sharing their knowledge and time with me. I encourage everyone to take advantage of the fantastic events, webinars and networking Educate Plus offers!

Upcoming events and professional development

Upcoming events and professional development

Many of you have been taking advantage of some particularly valuable online PD opportunities offered by Educate Plus during the Lockdown period. For those members who haven’t yet had the opportunity to catch-up on your viewing, we highly recommend a couple of binge sessions. To access this goldmine of resources you’ll need to be logged into the Educate Plus Members’ Section.

You’ll find a huge array of topics – literally something for everybody!

And coming up in the next month, another selection of unmissable opportunities. Register now!

A Tertiary Webinar featuring
Global Philanthropic Asia Pacific President and CEO Nick Jaffer and Mandy McFarland, Director of Advancement, St Catherine’s College, UWA 

Benchmarking for success: What data do you need?

Date:  Thursday 27 August
Time:   10:00am (AEST)
Venue:  Online interactive meeting
Cost: FREE – for members and non-members

Register Here

Jo Hutchens, Director of Advancement, Arden Anglican School
Lyn Jarvis, Director of Community Engagement, St Andrew’s Cathedral School
Philippa Zingales, Director of Alumni Relations – PLC Sydney

NSW/ACT Chapter | Alumni and Community Relations SIG

Date:  Thursday 10 September
Time:  11:00am – 12:00pm
Venue:  Online webinar
Cost:  FREE to members

Register Here

A Tertiary Webinar featuring
A leading Futurist Speaker, and followed by an interactive panel with leaders from across the sector (our full program of speakers will follow shortly)

Redirect: Strategy changes in Universities. How does this impact our work?

Date: Friday 25 September
Time:
12:00pm – 1:00pm
Venue:
Online interactive workshop
Cost: 
FREE to members (log-in), $35 for non-members

Register  Here

We are currently in the planning phase for more upcoming webinars/workshops. All will be announced in our weekly emails, social media and on the events page on our website.

Educate Plus KnowledgeBank

Educate Plus KnowledgeBank

Would you like to be inspired, learn something new or keep informed? Do you want to work on your own personal development? How about learning more about your profession by listening to experts in your field?

We have created a portal, the Educate Plus KnowledgeBank of valuable resources available for our members. We offer the help you need to continue to build your career and find the assistance you need in your day-to-day role by making it easier to find the best available practice and expertise in Advancement, provided by industry experts. Our goal is to make available to you the information and resources you need to make your performance more efficient and productive. 

Watch or listen to our Special Interest Group discussions to hear your peers openly discuss issues, tried solutions and their positive results. Listen as our members do what Educate Plus members do best, support and help eachother through the sharing of knowledge, tools and processes.

You have the option to sit and watch the video recording of each webinar online in your own time. You can also subscribe to your favourite podcast channel and listen on your way to work to our latest recordings. Don’t just listen to us about the value offered by these resources, read some member testimonials here.

List of available resources

The Latest in the Educate Plus Webinar Series

  • Effective communications
  • How to maximise ROI with video
  • SEO for Not for Profits
  • Videos in Isolation
  • Engage using LinkedIn
  • Communication Overload!
  • FB Advertising Workshop Pt 1 & 2
  • How to continue marketing growth through the COVID crisis
  • Strategic planning
  • Best practice in fundraising outreach and communications during Covid-19 
  • Annual Giving Show and Tell
  • Fundraising Essentials in a COVID world
  • Leading the way in cutting edge fundraising and community engagement
  • Fundraising: Impactful strategic planning for your fundraising and specific campaign goals
  • Managing the process remotely
  • Leading Practice in current times
  • Engagement Strategies
  • Admissions & Marketing – Turning future families into raving fans…
  • Engaging with Alumni & Donors in a crisis
  • Online SIG
  • Alumni and Community Relations
  • Donor and Prospect Research in NZ – What? Why? How?
  • Tax – DGR Guidelines
  • NZ Coffee & Conversation
  • We are all digital experts. Or are we?
  • Managing yourself through change
  • Leading others through change
  • The Power of Mentoring
  • Waving or drowning… Managing your Small Advancement Office
New Tertiary +U portal

New Tertiary +U portal

Welcome to +U, a unique page for our tertiary members, where you can access information that is relevant to your role and your institution. Use this portal to connect to our tertiary events, resources and forums. Find information about learning opportunities, links to online discussions and engagement with mentors and peers.

Working in advancement within the tertiary education sector can be very rewarding. It can also be challenging navigating through the complexities of a tertiary environment.

Whether you work in a diversified team at a university or are a solo operator at a Residential College, this portal is just for you. The content is aimed solely at the tertiary market and the speakers, articles and mentors all operate in that space.

Visit portal

Residential Colleges – Educate Plus purposefully supporting you

Educate Plus is committed to more fully supporting the Residential College sector. To this end, we have crafted a four-part webinar series specifically for Residential College colleagues titled, In Conversation with ….’, which will kick off with an open discussion to hear directly from you what tailored support Educate Plus can offer you and your staff, and how best to craft our data collection to create a useful study that benefits all of us.

Find out more

FIND OUT MORE

Welcome to our newest members!

Welcome to our newest members!

A very warm welcome to our new members. We are thrilled to have you join us and look forward to meeting you in person (hopefully some time in the near future) at one of our events. Virtual greetings will have to do until then. Please take advantage and catch up on our recent online zoom sessions which are all available in our 2020 Resources section and also as podcasts. Ensure you are logged in to avail of this benefit.

Please join our private FaceBook Group and join in the conversation with local industry peers. Feel free to pop any questions of items of interest in there or just say hello!

Name Role Employer
Marianne Asmonti Assistant to the Registrar Loreto Kirribilli
Erica Barnes Donor Relations Officer St Andrew’s College,
University of Sydney
Emma Burgess Principal Danebank Anglican School for Girls
Donna Collins Registrar Danebank Anglican School for Girls
Jill Currie Journalist Loreto Kirribilli
Antoinette Darin LK Connect Co-ordinator Loreto Kirribilli
Shelley Dixon Graphic Designer Loreto Kirribilli
Leigh Drummond Community Engagement Officer Shellharbour Anglican College
Monique Glavonjic Foundation Administrator Radford College
Megan Hastie Principal Shellharbour Anglican College
Christine Laurent Admissions Officer International Grammar School
Phoebe Loneragan Head of Marketing and Communications Saint Ignatius’ College, Riverview
Sally Matthews Design & Communications Assistant Loreto Kirribilli
Sandi McGuinn Registrar John Colet School
Richard Morgan Director of Community Development St Paul’s College,
University of Sydney
Jake Ryan Community Relations Manager St Joseph’s College, Hunters Hill
Nisha Shaik Finance and Administration St Joseph’s College, Hunters Hill
Matthew Smith Principal Redfern Jarjum College
Michael Wilson School Development and Promotions Coordinator Calrossy Anglican School
Elinor Zagarac Enrolments Coordinator Oran Park Anglican College