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The Model for Academy Philanthropy Program

Why We Exist

Philanthropic Service for Institutions (PSI), a ministry of the North American Division of Seventh-day Adventists, is firmly committed to supporting the sustainability and accessibility of Christian education at elementary, high school, and K-12 academies.  To that end, PSI administers a multi-tiered grant program that fosters adaptation and implementation of nonprofit fundraising best practices.  In addition to providing fundraising training, education, and consulting, PSI also accepts grant applications focused on establishing and or strengthening academy development departments well positioned to engage in successful fundraising.

MAP Program Description

MAP Level 1 Grant

This grant is best suited for academies and elementary schools launching their first:

  • Annual Fund Program
  • Student Scholarship Program
  • Special Project Fundraising Campaign
  • Major Donor Campaign

The MAP Level 1 Grant is an award up to $2,000 to fund an onsite, one-time, PSI-funded training or consulting visit.  The visit may include professional help in creating a development plan, conducting a communications audit of donor solicitations, or assessing donor file health.  Periodic, personalized fundraising guidance is also available.

For more information please contact Michael J. Brown, Associate Director of PSI.

MAP Level 2 Grant

This mid-tier grant is a capacity building grant best suited for elementary and high school academies needing professional help in strengthening specific aspects of their pre-existing fundraising programs in focus areas such as:

  • Capital Campaign Development
  • Grant Proposal Writing
  • Donor Management System Acquisition
  • Board Development
  • Fundraising Readiness Assessment

This is a grant award of up to $5,000 and requires a quantified, elevated standard of performance and reporting.  Submission and approval of written plans are usually required.  Depending on particular circumstances, the need for multiple consultative visits will be evaluated and will occur as needed.

For more information please contact Michael J. Brown, Associate Director of PSI.

MAP Level 3 Grant

The MAP Level 3 Grant is the most comprehensive of the PSI grants available.  This grant is intended for high school and K-12 academies desiring to establish a full-functioning development department.  This three-year, annually renewable, $40,000 cumulative grantis awarded with a maximum of $10,000 after the completion of year 1 requirements, $15,000 after the completion of year 2 requirements, and $15,000 after the completion of year 3requirements.

MAP program academies create annual development plans undertaking a full range of development activities including peer-to-peer board solicitation campaigns, faculty & staff campaigns, direct mail fundraising campaigns, online campaigns, phone-a-thons, and major donor cultivation and solicitation campaigns.

MAP program academies engage in a multistep process that occurs as follows:

  1. Submit a MAP Level 3 Grant Application.
  2. Undergo a PSI Fundraising Readiness Assessment.
  3. Gain acceptance into the MAP Program.
  4. Submit quarterly donor data for the PSI Fundraising Fitness Test analysis & reporting.
  5. Complete Annual Board training led by PSI.
  6. Create and implement a comprehensive, annual development plan.
  7. Receive annual reimbursement after completion of program requirements by July 31st.

Note that after acceptance into the MAP Program, steps 4 through 7 listed above become iterative for each of the three years of participation as a MAP program academy.  Submission of donor data for continued analysis and reporting of the PSI Fundraising Fitness Test is required for five consecutive years post completion of the MAP Program.

For more information please contact Michael J. Brown, Associate Director of PSI.

MAP Program Eligibility Requirements Overview

  • The school must have at least 10 years of graduating classes.
  • The school must get a development person committed to a minimum of 20 hours per week.
  • The school/board must ensure their financial commitment to program.
  • Must commit to using a computerized donor management system.
  • The board must participate in PSI sponsored trainings on-site.
  • The board/principal must agree to all program requirements.
  • The principal must agree to initial training hosted by PSI.
  • Principal must commit to attending the PSI Conference on Philanthropy in 2018.

A broad-based spectrum.

PSI endeavors to help your organization grow with a wide variety of forward–looking programs.

MAP Application PDF

Michael Brown

For more information, please contact:

Michael J. Brown

Associate Director of Philanthropic Service for Institutions

Email: MichaelBrown@nadAdventist.org

Office: (301) 680-6134

Criteria for Participation:

Post Graduate Mentoring Program: (1 year program)

Any recent colleges graduates seeking a year-long mentoring position in the field of development at an approved Adventist organization are eligible.

Experienced Professionals Mentoring Program: (2 year program)

The object of the new program is to identify seasoned professionals who have a college degree and have been successful in another career field for a minimum of 2 consecutive years and desire a mentorship opportunity in the field of philanthropy. They must be willing to remain at the institution for at least two years. Those candidates who are selected will have demonstrated professional work skills and ethics from prior employment.

Steps to Success:

Professionals entering philanthropy must commit to learning and skill development. Below are some of the requirements that must occur for a successful transition:

  • Applicant must attend the PSI Conference on Philanthropy & Leadership Symposium if it occurs during mentoring process.
  • The Mentor is expected to remain at institution during internship.
  • The PSI board can recommend that an institution be released from the program for noncompliance or for adopting activities and practices that the PSI board finds to be detrimental to the overall success of philanthropy at the institution.
  • Performance-based grants from PSI will be given quarterly. To receive the grant the institution must complete the “Completion of Objectives” requirements and forms and send accompanying materials to PSI.

Guidelines to Programs:

Post Graduates Professionals:

Applications are accepted year-round and may be found at www.philanthopicservice.com.

This program provides institutions with a grant to cover a portion of the salary expenses incurred. Grants awarded as follows:

  • Up to $21,000 or 60% of the salary for a first-year position.
  • Up to $14,000 or 40% of the salary for an optional second-year position.

Experienced Professionals:

This program seeks to place professionals in full-time positions at Adventist institutions. Each institution will interview and hire the professional through regular institutional policy and undertake necessary steps to regularize the position (i.e.- interview processing, relocation, benefits).

There will be a one-year initial agreement of employment with a 2nd year renewal expectation/provision. Grants awarded as follows:

  • Up to 60% (maximum salary of $24,000) for year one.
  • Up to 40% (maximum salary of $16,000) for year two.

Objectives:

Post Graduate Professionals must complete 6 of the 12 categories listed below during the year-long employment.

Experienced Professionals must complete 9 of the 12 categories listed below during the first year and the second year will be individualized:

CHECKLIST COMPONENTS

Below are activities which might be considered as fulfillment of each of the areas. It is expected that a successful intern will complete every bullet point within a chosen category. However exceptions can be made if the individual can show extensive work in other areas of the same criteria. PSI will also consider alternative activities which the organization and intern feel meet a specific criteria. However these alternatives should be discussed with PSI in advance of the submission of a report to ensure a smooth review process.

Professional Growth (Required category):

  • Membership in AFP, AHP or CASE – active and attend meetings regularly.
  • Service club of choice (Lions, Kiwanis, Rotary) or evidence of volunteering in community as representative from your organization
  • Read 2 approved books related to philanthropy and submit book reviews on each (select from CFRE suggested reading list)
  • Write a personal plan for your areas of interest and growth in development incorporating notes from your weekly meeting with mentor.

Major Gifts – Donor Relationships

  • Show active involvement in cultivation process
    • Four cultivation visits
    • Four major gift asks
  • Prepare proposals and needed materials
  • Create a cultivation plan for a specific donor

Annual Giving Program

  • Write a case statement
  • Assist with campaign goals
  • Write two direct mail letters
  • Assist with a phonathon
  • Develop a gift club plan

Special Events

  • Assist with planning for event and event budget
  • Create an event time-line
  • Coordinate an assigned event area
  • Work with volunteers
  • Assist as appropriate in event execution
  • Write event evaluation and identify strengths and weaknesses

Capital Campaigns

  • Attend outside training on capital campaigns
  • Help create, revise, or show your involvement with established institutional plan
  • Attend committee meetings
  • Identify and list strengths and weaknesses of institution’s current plan
  • Assist with development of campaign materials
  • Produce a gift-range chart
  • Create an institutional time-line

Phonathons

  • Write script for phonathon
  • Assist with training of volunteer callers
  • Coordinate a calling session
  • Make 15 calls
  • Write follow-up letters
  • Pledge processing
  • Write plan to handle difficult callers

Planning

  • Review and assist with Development Plan of institution
  • mission statement
  • fundraising goals
  • targeted markets
  • needs statement
  • gift vehicles
  • budget
  • timelines
  • individual assignments
  • Attend committee meeting on developing strategic plan
  • Report on progress of assigned areas and variances

Boards & Volunteers

  • Assist with board giving campaign
  • Attend meetings & report on giving as appropriate
  • Assist in material/report preparation
  • Work with board members as assigned
  • Attend member visitation
  • Create or work with a development committee or similar

Database Management

  • Submit the Fundraising Fitness Test
  • Implement/execute policy for special recognition including handwritten thank you notes on receipts over a centain amount, etc.
  • Assist in prospect research
  • Significant responsibility in recordkeeping/file development
  • Attend database training

Grants / Foundations

  • Do research on grant possibilities
  • Identify four potential foundations with matched interest
  • Prepare and submit one grant application
  • Attend training session on grant writing

Communications

  • Write two articles for institution’s newsletter
  • Write one article for the Philanthropic Dollar (PSI’s enewsletter)
  • Assist with ongoing development communications (magazine, annual report, etc.)
  • Develop an internal communication plan
  • Create philanthropy-driven marketing materials such as brochures, flyers, etc.

Other / Miscellaneous (PSI approval requires but could include items such as:)

  • Create and present to specific audience on some aspect of Philanthropy
  • Encourage memorial gifts by creating two advertisements for institution’s newsletter
  • Submit two corporate funding proposals
  • Attend training on planned giving
  • Assist with a recognition event
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