NZ e-News July 2020 - 15 July

President’s message

Kia ora koutou,

Winter greetings at the end of term and end of semester, it has been a very busy and somewhat challenging time as we adjusted back to life on campus and at Alert Level One.

Across the world, Covid-19 remains a dynamic situation, and in our institutions and organisations, we continue to map different scenarios for the remainder of this year and the start of next year related to the impact of this pandemic.

As advancement professionals, we are able to contribute to the planning and response to our ever-changing situation. Educate Plus has been providing a number of online learning opportunities to meet the needs of our members and to ensure our professional learning and best practice continues during this uncertain time.

Please make use of the network of professionals in our organisations, and reach out to our Chapter Committee Executives if there is advice and knowledge you need in any particular area. We have more professional development planned for the second half of this year, including provision for our institutional leaders and governors.

I hope you have time to recharge the batteries over the term break.

Stay warm and keep well,

Ngā mihi nui,

Naomi Wilde
NZ Chapter President

Bank phasing out cheques by July 2021

Bank phasing out cheques by July 2021

by Susan Edmunds from Stuff NZ
(Stuff is a New Zealand news media website owned by Stuff Ltd and the biggest media website in New Zealand, with a monthly unique audience of more than 2 million.)

Following the footsteps of other major banks in New Zealand, BNZ has also set a date to phase out cheque use by July 2021 and to work with its customers and other stakeholders over the next year to ensure they have alternative ways to access banking services by the time the phase out is complete.

BNZ Chief Customer Officer, Paul Carter, says, “The number of customers using cheques has been declining steadily over the past five years and the increased use of digital and online services over the lockdown period has hastened that decline.

“We’re giving ourselves and our customers plenty of runway to work with and our teams will be working proactively with customers over the coming 12 months to help them understand the transition and support options available.

“We have alternative solutions for the majority of services that traditionally use cheques and will ensure that by July 2021 next year everybody that uses cheques has an alternative way to access banking services,” he says.

Further message from BNZ to support to the sector

The team at BNZ is also part of ongoing conversations with the team at Department of Internal Affairs working on the Gambling Act changes and, as well as looking at how problem gambling can be addressed, they are also asking that they consider making the requirements as technologically agnostic as possible. BNZ are aware that this is restricting charities using online methods for fundraising/raffles.

BNZ is in consultation with charities around other issues that charities are experiencing with the current regulatory framework, they will be happy to raise these issues with DIA. BNZ have also asked the sector to consider if there are other issues that may be present making it difficult (or preventing) a movement away from cheques to more digital options. BNZ want to continue discussion and addressing concerns to make sure the charitable sector can adapt as best as possible.

To read more please click here.

Wanganui Collegiate story

Wanganui Collegiate story

by Cachella Smith for the New Zealand Herald

During the challenging time of Covid-19 lockdown, Wanganui Collegiate’s international boarding house forms one of the biggest isolation bubbles in the country and unite as one big family.

The 108 people in lockdown at Whanganui Collegiate may be part of one of the biggest isolation bubbles in the country.

Among the international students, staff and their families is residential tutor Cachella Smith. She writes about the experience.

As a 22-year-old student from the UK, the one thing I didn’t have on my travel bucket-list was a global pandemic.

Like the next traveller, when accepting a gap year position at Whanganui Collegiate School, I was searching for the typical cliches of freedom and discovery, only to be faced eight months later with the foreign concept of a lockdown.

Picture a bubble; smooth, fragile, determined to pop.

When Prime Minister Jacinda Ardern asked the New Zealand population to prevent the spread of Covid-19, to isolate, and to form familial bubbles, Whanganui Collegiate School accepted this as a challenge to redefine the common noun.

For Collegiate, and now for me, bubbles are characterised by strength over frailty, power over child’s play, and most importantly versatility over uniformity.

When announced, the lockdown threw at me the prospect of not seeing my little brothers for an indefinite period of time, of hearing about people I know becoming sick in the UK and not having the option to be near them or the option of a supportive hug from Mum and Dad.

Read more here

Philanthropy sector during Covid-19

Philanthropy sector during Covid-19

An update from Philanthropy New Zealand

In this unprecedented time, like many other charities and not-for-profit organisations, education institutions are also faced with the challenges lying ahead of us in term of seeking grants and donations, Philanthropy New Zealand has been releasing a weekly update (and now monthly) to share philanthropic and grant making activity and insight as the sector seeks to support communities in the wake of COVID-19. This update is a general public document, provided to Ministers, Government, funders, community groups and media.

Philanthropy New Zealand is releasing a weekly update to share philanthropic and grantmaking activity and insight as the sector seeks to support communities in the wake of COVID-19. To read the latest update please click here

Older updates can be found here.

Bequest article by Marts & Lundy

Bequest article by Marts & Lundy

by Ann Badger and Dr Alan Watkinson

Don’t miss out on your opportunity to hear from Dr Alan Watkinson on Wednesday 29 July 2020 who is running a 90 minute Bequests Workshop Program.
Find out more and register here.

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.

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!”

Upcoming Events & Professional Development

Upcoming Events & Professional Development

Many of you have been taking advantage of some particularly valuable online PD opportunities offered by Educate Plus during the Lockdown period. 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! We can highly recommend any of the following recorded sessions:

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

Andrew Beales,
Development Director
Durham School UK,

Leading the way in cutting edge fundraising and community engagement

Date:   Wednesday 22 July
Time:   1:00pm – 2:00pm
Venue:  Online webinar
Cost:  FREE to members (log-in), $35 for non-members

Register Here

Robyn Moore
Professional Speaker
The Power of the Word

Date:   Friday 24 July
Time:   1:00pm – 2:00pm
Venue:  Online webinar
Cost:  FREE to members

Register Here

 

Dr Alan Watkinson
Consultant
Marts & Lundy

Bequest Online Workshop

Date:   Wednesday 29 July
Time:   12:30pm – 2:00pm 
Venue:  Online interactive workshop
Cost:  FREE to members (log-in), $35 for non-members

Register Here

A FINZ Webinar featuring
Educate Plus members Shelagh Murray (University of Otago) and Holly Palmer (St Cuthbert’s School) and from AskRIGHT, Tony Bretherton.

Educational Fundraising

Date:  Tuesday 4 August
Time:  12:00pm – 1:00pm
Venue:  Online interactive workshop
Cost: Educate Plus members are entitled to the FINZ member rate of $20. Register as a non-member (at the $30 rate) and apply discount code EP010 which will provide a $10 discount.

Register Here

Gregory Campitelli
Director
Enquiry Tracker

Admissions Marketing – Embrace Innovative Thinking & Turn Future Families into Great Ambassadors

Date:   Friday 7 August
Time:  12:30pm – 1:30pm
Venue:  Online webinar
Cost:  FREE to members (log-in), $35 for non-members

Register Here

Ann Badger
Senior Consultant and Principal
Marts & Lundy

Managing your small Advancement office

Date: Wednesday 19 August
Time: 
12:30pm  – 2:00pm
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 Tertiary webinars/workshops available end of August – September. All will be announced in our weekly emails, social media and on the events page on our website.

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 Kia ora will have to do until then. Please take advantage and catch up on our recent online zoom sessions ‘Coffee and Conversation‘ with Chris Klassen or our very informative webinar with Nicki Sayers on Donor and Prospect research in NZ.

Please join our private NZ 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!

First Name Last Name Position Organisation
Nicki Williams Marketing & Communications Manager Pinehurst School
Xenia Foote Event Coordinator & Administrator Rangitoto College
Melissa Christie Marketing Coordinator Hereworth School
Lauren van Zyl Advancement Coordinator Christ’s College
Eve Russell Development Consultant The University of Canterbury
Barbara Scholten Fundraising Coordinator Rangitoto College
William Van Den Berg Development Coordinator Victoria University of Wellington
Ursula Taylor Director of External Engagement – School of Communication Studies Auckland University of Technology (AUT)
Karen Phipps External Engagement Director Auckland University of Technology (AUT)
Leanne Bint External Relations and Development Co-ordinator Auckland University of Technology (AUT)
Vanita Curin Alumni Rutherford College
Nicola Davies Alumni Officer King’s College, Auckland
Mo Farrell Senior Communication and Marketing Advisor Victoria University of Wellington