Nonprofit news roundup, 09.28.12

High Point to get $50 million community fund

High Point will get a $50 million community fund under a letter of intent signed by High Point Regional Healthy System and UNC Health Care to form a strategic partnership, effective early in 2013.

Under the terms of the letter of intent, UNC Health Care will become the sole member of High Point Regional Health System, and provide $150 million in capital improvements to the system and $50 million for establishment of a newly formed community health fund.

High Point Regional Health System will remain a private, nonprofit organization.

Greensboro agency affiliates with StepUp Ministry in Raleigh

Reach Out First, a nonprofit launched in 2010 by First Presbyterian Church of Greensboro, has affiliated with StepUp Ministry in Raleigh and renamed itself StepUp Ministry of Greensboro.

In September 2011, as Reach Out First, the agency launched job-readiness training and life-skills education to at-risk, unemployed residents of Greensboro and Guilford County, an effort modeled on a program at StepUp Ministry in Raleigh.

Raleigh has worked with Reach Out  First to provide expertise, curriculum materials and systems support to put that program into effect.

Since the program was launched, 216 adults have completed training, including 100 who have found jobs.

By the end of the y ear, 150 people are expected to be employed following completion of the 35-hour jobs readiness workshop, which teaches basic job skills.

Sheron Sumner, a retired nutrition professor from the University of North Carolina at Greensboro and a long-time church member, is executive director of StepUp Greensboro.

Four years ago, she proposed that the church launch a program to feed hungry people.

That effort grew into Reach Out First, which acted as an umbrella for a range of outreach ministries at the church and sought grants to support its work.

Sprinkle joins Easter Seals UCP

Phelps Sprinkle, a partner at Topics Education in Charlotte for 17 years, has joined Easter Seals UCP, a Topics Education client, as executive vice president for strategic engagement.

Communities in Schools of North Carolina honored, gets gift

Communities In Schools of North Carolina received 2012 Alfred P. Sloan Award for Excellence in Workplace Effectiveness and Flexibility. And IBM has given 50 computer centers to early childhood development programs and kindergarten classrooms in five counties in eastern North Carolina through an initiative of Communities in Schools of North Carolina.

Levine Foundation offers challenge grant to MedAssist

Leon Levine Foundation in Charlotte has offered NC MedAssist a $50,000 challenge grant as part of an effort to raise funds and awareness for NC MedAssist.  The Levine Foundation will match gifts from new donors or increased gifts from existing donors received by December 15, 2012.

YMCA of the Triangle opens site at St. Augustine’s University

YMCA of the Triangle is opening a new Y Learning site on the campus of Saint Augustine’s University in Raleigh; BB&T and Highwoods Properties each donated $12,500 to fund one year of the YMCA’s standardized tutorial program.

United Way of the Greater Triangle

THe Women’s Leadership Council at United Way of the Greater Triangle attracted nearly 400 people and raised over $62,000, a record, at its annual dessert auction on Sept. 21 to send teen girls to the annual Girl Scout Leadership Camp in August 2013.

Community Foundation of Greater Greensboro

The Community Foundation of Greater Greensboro awarded 14 scholarships.

Catholic Charities

Catholic Charities of the Diocese of Raleigh named two new board members — Patrick Brown of Bath and Brother Virgil Siefker of Windsor.

High Point Regional Health System Foundation

High Point Regional Health System Foundation hold its second annual “Sun & Stars” event on October 2 to benefit the cardiology and cancer outreach programs at High Point Regional Health System.  Last year’s event raised over $100,000.

Joedance Film Festival

The third annual Joedance Film Festival on Aug. 3 and 4 raised $2,300 for the Rare and Complex Cancers Fund at Carolinas Medical Center in Charlotte, up $900 from last year.


WDAV 89.9 Classical Public Radio in Davidson aims to raise $210,000, during its fall membership campaign from Oct. 3 through Oct. 11.

Care Ring

Sarah Wagner has been named development associate at Care Ring in Charlotte.

Noah Z.M. Goetz Foundation

The Noah Z.M. Goetz Foundation added two members to its board of directors — Risha D. Bailey and James M. Barbee.

VIF International Education

Twenty-one North Carolina schools in 11 districts that have integrated language immersion programs developed by VIF International Education, a certified B corporation in Chapel Hill that is a coordinating partner for the Global Schools Network, are being recognized by the Howard N. Lee Institute for significant accomplishments in student achievement with the 2012 Champions of Equity and Opportunity in Education Award.

Band Together

Band Together in Raleigh added four members to its board of directors — Caitlin Clinard of Angel Oak Creative; Philip Isley of Blanchard, Miller, Lewis & Isley; Reid Tracy of Wells Fargo Insurance Services; and Lee Whitman of Wyrick Robbins Yates & Ponton.

Inter-Faith Food Shuttle

Honeywell volunteers are renovating a 14,000-square-foot warehouse that will become the new Urban Agricultural Training Center for the InterFaith Food Shuttle, serving as the agency’s main training, warehouse ad distribution center, along what will be the region’s biggest inner-city nonprofit gardening space. Rebuilding Together of the Triangle is coordinating the project, which is supported by over 120 volunteer hours and a $5,000 investment in materials and supplies from Honeywell.

United Way USA

Stacey D. Stewart, executive vice president for community impact leadership and learning at United Way Worldwide, has been named president of United Way USA, a new position, effective October 15.

Case Foundation

Sonal Shah, a former Google executive and first director of the Office of Social Innovation and Civic Participation that was created by the White House in 2009, has been named a senior fellow at the Case Foundation.


Leslie McGuire, former deputy executive director of the national mental health screening program for adolescents at the TeenScreen National Center for Mental Health Checkups at Columbia University, has joined AmeriCares as director of U.S. Programs in charge of the organization’s aid deliveries to U.S. free clinics and community health centers.

Habitat a ministry for real-estate veteran

By Todd Cohen

CHARLOTTE, N.C. — Six months ago, Frank Spencer was sitting at his desk, translating Hebrew Scripture, when he received a call, literally and figuratively.

A recruiter had phoned to ask Spencer, retired CEO of Cogdell Spencer, a publicly-traded health-care real-estate investment trust, about taking the top job at Habitat for Humanity of Charlotte.

Spencer, who had spent most of his career in the real-estate business and in May 2011 enrolled in the master of divinity program at Union Presbyterian Seminary, interpreted the phone call as a spiritual calling as well as a professional one.

“I view this really as a ministry, not simply as a housing enterprise,” says Spencer, who joined Habitat in May, succeeding long-time CEO Bert Green, who has taken on the newly created role of director of strategic initiatives.

Formed in 1983, Habitat Charlotte has served 1,149 families with affordable housing, including 936 new homes it has built, 101 homes it has refurbished, and 112 critical repair projects it has handled.

Habitat provides families with “decent, safe and affordable housing,” says Spencer, whose career has focused on finance, real estate and construction.

The agency also serves as a ministry to its 12,000 volunteers, as well as other agencies, the city of Charlotte, the community, and its employees, all part of a larger effort to stabilize housing, Spencer says.

Habitat buys foreclosed houses, rehabilitates them and sells them in an effort to help stabilize neighborhoods, and it provides critical home repairs for homes, mainly owned by elderly families in financial need.

Now, it aims to develop more partnerships and serve as a more public advocate for affordable housing.

It is part of a larger effort in Reid Park to define neighborhood goals, has teamed with the Green Building Council so every house it builds will be LEED certified, and is partnering with Goodwill Industries of the Southern Piedmont to provide job training for Goodwill clients.

And as an advocate, it aims to be “part of a broader solution” by providing a “leadership voice” on affordable housing options, Spencer says.

Operating with annual budget of $14 million, Habitat is self-sufficient, he says, with a $2 million operating margin that is recycled into housing.

The agency also raises $3 million, all of it used to create new housing.

Still, Spencer says, “we have to find more financial resources.”

The strategic initiatives Green oversees include developing partnerships among the eight Habitat affiliates in the region that have saved nearly $100,000 through joint servicing of mortgages, shared purchasing builders risk and liability insurance, joint grant proposals, and shared purchasing of construction materials.

Spencer, who started his career working for John Crosland at The Crosland Group, now works in the John Crosland Center for Housing, named for his former boss, who was the founding chairman of Habitat Charlotte and remains a mentor to Spencer.

“I’ve now come full circle,”  he says. “I couldn’t have conceived of a better fit.”

Nonprofits urged to spur new industrial revolution

By Todd Cohen

RESEARCH TRIANGLE PARK, N.C. — The earth is dying, choking on its own pollution, and while the European Union has embarked on an ambitious “Third Industrial Revolution” fueled by green energy and networked digital technology, the human species is running out of time.

Nonprofits and other civil-sector players should convene business, government and philanthropy to talk about how to spark that new economic model and “biosphere consciousness” in the U.S.

That was the message that Jeremy Rifkin, a futurist and adviser to the European Union and Germany, delivered this month to 650 people attending the annual conference of the North Carolina Center for Nonprofits.

The civil sector represents a new “commons,” Rifkin said. “That’s where we create social capital, where we create our stories.’

And while that social sector has been surging in the wake of the collapse of the capital markets four years ago, and represents the fastest-growing employment sector, nonprofits also represent a sector that is “parasitic,” relying on support from government and philanthropy, he said.

But the new economy that Rifkin said has been taking off in Europe, particularly in Germany, will create new types of jobs and institutions built on clean energy and collaboration that will result in continuing growth of nonprofits and other social-benefit organizations.

The world, Rifkin said, is in the midst of an “epic-making global economic crisis” that has given rises to a “species crisis” that could mean the end of human life.

“Our species is in trouble,” he said.

The market crash four years ago simply marked the “aftershock” of an “economic earthquake” that exploded 60 days earlier when oil hit its peak price on world markets, sending prices throughout the supply chain “through the roof” and shutting down purchasing power throughout the world, he said.

“We have reached the end game,” he said.

And despite modest recovery in recent years, oil prices surged again in the first quarter of this year, and “purchasing power is shutting down all over,” he said. “We are in a second downturn.”

Compounding that economic crisis is a second crisis, with pollution from the industrial revolutions of the 19th and 20th centuries having created a crisis that poses a grave threat to our species.

“Climate change is much worse than we are being told,” Rifkin said.

“Our science models are now showing we are in the sixth-greatest extinction event on this planet,” said Rifkin, who is 67. ” We could lose upwards of 70 percent of all life by the time little kids are my age. We’re asleep.”

The new industrial revolution, like the two before it, is occurring because humans are changing “energy regimes” and will require “new communications systems,”  he said.

Green energies, distributed with the help of the Internet, will produce a new economy that is “organized collaboratively” and “scales laterally.”

Unlike centralized sources of energy like coal, oil, gas and shale gas that are found in only a few places and require “huge military investment” to secure, renewable energies like solar, wind, geothermal, forestry waste, tides and garbage can be found in “our backyard” and are adequate to “provide for our species,” Rifkin said.

The third industrial revolution, to which the European Union has committed itself, will be built on “five pillars,” he said.

Those include generating one-third of all energy from renewable sources by 2020; decentralized collection of that energy, mainly from green buildings and businesses that will function as “micro-power” plants; storing that energy; using the Internet to create a “nervous system” for distributing that energy by converting energy transmission lines to a “smart grid;” and plugging in our cars, buses and trucks, creating electric vehicles and transportation.

Building the infrastructure for that revolution will result in a massive creation of jobs for 40 years, Rifkin said.

It also will result in new roles for business and nonprofit organizations, and new jobs in the social sector.

Power and utility companies will “continually decrease production of centralized power,” Rifkin said. “They’ll make money by selling as little of their own energy as they can.”

That change will require “shared savings agreements” and intermediaries that will broker the sale of power from coops and other micro-producers, including individuals, to the power companies.

The new economy will consist of “distributed capitalism,” based on a decentralized infrastructure.

And anyone will be able to use the internet to buy and sell power and a broad range of products and services, using the web for their marketing and distribution.

“This is power to the people,” Rifkin said. “Peer to peer is power. We are moving from an industrial era to a collaborative era.”

That shift also reflects the move “from ownership to access,” he said.

Still, he said, “we’re really racing against the clock.”

And the U.S. has failed to commit itself to the new economy.

“We have got to change consciousness,” he said. “We have to move from geopolitics to biosphere consciousness.”

Nonprofit leaders in North Carolina should create a task force that includes representatives from business, civil society and government to “talk about how to set up this infrastructure,” he said.

“It will start in the civil society,” he said. “You create social capital. You start the conversation. You bring the parties together. You can do this.”

Nonprofit news roundup, 09.21.12

Doug Zinn joining Kenan Trust

Douglas Zinn, executive director of the Mary Duke Biddle Foundation in Durham for over 30 years, has been named to the new job of assistant executive director at the William R. Kenan Jr. Charitable Trust in Chapel Hill.

In addition to its long-time support of higher education and the arts, the Trust is “looking seriously into investing in K-12 education and areas to related to basic human needs,” says Richard Krasno, executive director of the Trust.

“I’m absolutely delighted to have a guy of this caliber,” he says of Zinn. “We’re expanding our work and he’s the perfect guy to help do that.”

Zinn begins his new job on Sept. 24.

UNC-Chapel Hill names interim vice chancellor for advancement

Julia Sprunt Grumbles, former corporate vice president at Turner Broadcasting, has been named interim vice chancellor for advancement at the University of North Carolina at Chapel Hill.

Grumbles, a 1975 UNC-CH graduate who served on the steering committee of a UNC campaign that raised $2.384 billion, succeeds Matt Kupec, who resigned last week after disclosures that he had urged the hiring of another UNC fundraising official with whom he was in a relationship, and had taken private trips with her at university expense.

Holden Thorp, who this week resigned as chancellor, effective at the end of the school year, after disclosures he knew about the relationship and the hiring, and had accompanied the couple on some of the trips, named Grumbles to the interim post.

Grumbles, who helped co-found the Carolina Women’s Leadership Council, moved to  Chapel Hill in 2006 after heading corporate marketing, public relations, internal and external relations, human resources, media planning and buying, corporate philanthropy, and retail and image management at Turner Broadcasting, where she was the senior ranking woman.

Mindy Oakley to head Armfield Foundation

Mindy Oakley, chief operating officer and vice president of philanthropic services for the Community Foundation of Greater Greensboro, has been named executive director of the Edward M. Armfield Sr. Foundation in Greensboro. Oakley, who begins her new job Oct. 8, will succeed Steve Joyce, who is retiring after having headed the Armfield Foundation since it opened in 2000.

Peter Morris to head Urban Ministries of Wake County

Peter Morris, medical director, compliance office and director of behavioral health for Wake County Human Services, has been named executive director of Urban Ministries of Wake County, effective December 4.  He will succeed Anne Burke, who joined the agency in 1981 and became executive director in 1986. She announced her retirement in August 2011. Armstrong McGuire, a philanthropic advisory firm in Raleigh, assisted in the national selection process for the new executive director.

Chuck Kraft to head Ronald McDonald House of Winston-Salem

Charles W. “Chuck” Kraft, former executive director of the Robinhood Road Family YMCA in Winston-Salam, has been named executive director of Ronald McDonald House of Winston-Salem.

Grant funding grows at Wake Tech

Grant funding awards to Wake Tech Community College in 2011-12 totaled over $3.6 million, up 43 percent from  the previous fiscal year.

High Point University gets $1 million

John and Kathleen Luke donated $1.1 million to High Point University to establish an endowed professorship in the School of Art and Design. John Luke is chairman and CEO of MeadWestvaco based in Richmond, Va.

Communities in Schools of Wake County

Communities In Schools of Wake County, a dropout prevention agency that works in partnership with the Wake County Public School System, received a $45,000 grant from PNC to establish pre-kindergarten initiatives at its PNC Learning Center at Heritage Park and the SAS Learning Center at Kentwood.

United Arts of Raleigh and Wake County

United Arts Council of Raleigh and Wake County will host “Guess Who’s Coming to Dinner?” Nov. 1-3, featuring dinners in homes across Wake County with one or two artists, whose identify will remain a mystery until the night of the dinner.  Reservations can be made at beginning Oct. 3.

Ronald McDonald House Winston-Salem

The kitchen and dining areas at Ronald McDonald House Winston-Salem, where home-cooked meals are prepared, now includes an art and chalk board area to display works created by families. This gift was coordinated by Lend Lease, which is  constructing the new cancer center at Wake Forest Baptist Health.

Peacehaven Community Farm

Peacehaven Community Farm in Whitsett is launching its annual campaign to raise $200,000. Located on 89 acres of farmland, the nonprofit serves adults with disabilities, providing a community garden and farm where they volunteer, and in 2013 will offer a residential housing program for adults with disabilities who will live and work at the farm. Plans for the first residence will begin this fall in partnership with Habitat for Humanity of Greensboro.


thesalesfactory provided over $100,000 in creative services for 16 Triad nonprofits as part of the 2012 CreateAthon, a 24-hour blitz during which marketing, advertising and public relations firms provided nonprofit marketing services on a pro bono basis.  The event marked the 11th year thesalesfactory participated. It was the only agency in North Carolina and one of only 21 in the U.S. to participate.

Passage Home

Passage Home in Raleigh has been awarded $631,365.00 from the Veterans Administration to provide a daily average of 15 beds for homeless veterans. Services will be provided at scattered-site apartments in Raleigh and Wake County.

Raleigh City Farm

Raleigh City Farm received $5,000 as one of three winners of Green America’s first quarterly People & Planet award, recognizing green, small businesses.

Shepherd’s Center of Greensboro

Shepherd’s Center of Greensboro will kick off its 25th anniversary with an informational brunch at Friendly Avenue Baptist Church on October 8 at 9:30 a.m.

Child health awards

North Carolina health departments in Guilford, Robeson and Transylvania counties received North Carolina GlaxoSmithKline Foundation Child Health Recognition Awards, and Sam Bowman-Fuhrmann, a child advocate from Mount Airy, and Jacqueline (Jackie) Quirk, project coordinator for the North Carolina Child Care Health and Safety Resource Center in Raleigh, received Lifetime Recognition Awards, for their commitment to child health programs and advocacy.

SECU Family House

SECU Family House in Winston-Salem in its first year served over 900 families from over 70 North Carolina counties and 26 states who traveled to Winston-Salem for medical care.

New School of Philanthropy okayed for Indiana University

Indiana University has received approval from state regulators to create what is believed to be the first school in the world  dedicated to the study and teaching of philanthropy. The school, to be located on the Indiana University-Purdue University Indianapolis campus, will be home to existing programs that offer bachelor’s, master’s and doctoral degrees in philanthropy studies and were created by the university’s Center of Philanthropy, which celebrates its 25th anniversary this year. Gene Tempel, president of the Indiana University Foundation and a former executive director of the Center on Philanthropy, has been named senior fellow in philanthropy, effective Oct. 1. He will lead the planning and organization of the new school.

Fundraising mess a chance for true change at UNC

By Todd Cohen

The University of North Carolina at Chapel Hill has an unprecedented opportunity to heal itself.

Wounded by a fundraising scandal that in a single week claimed the jobs of its chancellor and its vice chancellor for university advancement, UNC also has a rare chance bring to heel an over-indulged athletics program that for generations has held hostage the university’s culture of academic excellence.

The huge task facing the school’s board of trustees is to show, finally and decisively, the leadership it has for far too long lacked the vision and backbone to exercise.

It needs to hire a chancellor who understands that teaching, research and service to the state are the school’s core mission, not the fanatical and sometimes destructive pursuit of winning at all costs on the basketball court and football field.

And it needs to craft a vision for an institution geared to delivering education programs and services that increasingly will be needed to survive and thrive in a digital, networked and fiercely competitive global marketplace.

Then, and only then, can UNC resume its long-delayed plans for a campaign, which at last estimate was expected to try to raise $3 billion.

The scandal was triggered by disclosures that Matt Kupec, a  former star quarterback at UNC who last week resigned as vice chancellor for university advancement, had taken at least 25 private trips at university expense with Tami Hansbrough, a fundraiser at the school and the mother of former star basketball player Tyler Hansbrough.

She and  Kupec, both divorced, have been in a relationship, according to published reports.

Kupec had pushed for UNC to hire Hansbrough, who also quit last week.

And Holden Thorp, who reportedly knew about her hiring, Kupec’s role in it, and their relationship, and who accompanied the couple on some of those trips, announced Monday he would step down at chancellor at the end of the academic year and return to his job as a professor.

The institutional meltdown also has put on hold, yet again, plans for the fundraising campaign.

That campaign was set to begin its quiet phase four years ago, but the collapse of the capital markets sidelined those plans.

Thorp and Kupec last spring asked the trustees to okay plans to begin the quiet phase this summer, but the board reportedly told them they were not ready and needed to spend the year planning the campaign.

As Charlotte-based fundraising consultant Karla Williams told me, a campaign of that size is not about raising money, it is about transforming an institution.

Working to identify the needs of faculty, students, alumni, donors and other constituents, and engaging them in the process of setting a vision for the future, has the end result of raising money to make that vision a reality.

Because it is the board and the chancellor who must lead the effort to set that vision and raise that money, the board’s first job is to find a new chancellor who understands the increasingly more vital and complex role a public university must play in the 21st century.

The new chancellor, in turn, will need to find a new vice chancellor for university advancement.

As Durham-based consultant Carol O’Brien told me, the chief fundraising officer at a 21st century university must straddle a range of diverse and sometimes competing communities.

That fundraising executive must be skilled at engaging donors, academics and other constituents and addressing their diverse and subtle needs, while also managing the complex and myriad moving parts and systems, and supporting  the staff and volunteers, that together constitute a big fundraising operation.

The board of trustees at UNC-Chapel Hill has a chance to advance the school’s mission of providing education programs and services needed to help our state become a better place to live and work.

To do that, it needs to lead the institution, rather than enabling and groveling to its athletics boosters in return for posh seats and the chance to schmooze with celebrities and big shots in the Dean Dome or at Kenan Stadium.

The board must set its own vision, find the chancellor it wants, and work with that chancellor and with donors to build the university the state needs and deserves.

Fundraising emerging as ‘strategic’ asset

To survive and thrive, nonprofits need to move beyond treating fundraising as a “tactical” resource and treat it as a “strategic” asset that is core to their operations and organization, a new white paper says.

“With market returns uncertain and spending restraint difficult, the moderate but measurable increase in donations in the last year invites institutions to consider elevating fundraising to a more strategic position within the organizations,” says Essential Not Optional: A Strategic Approach to Fund-raising for Endowments, a white paper from the Commonfund Institute.

“No longer optional, an effective fundraising program, consistently implemented, can become a central pillar of support for the institution,” says the paper, written by John S. Griswold, executive director of the Commonfund Institute, and Bill Jarvis, its managing  director.

After their collapse four years ago, the capital markets recovered slightly but “have not shown clear direction,” and many investors doubt they are likely soon to “resume the double-digit pace that characterized the pre-crisis period,” the paper says.

And while overall giving has shown “subdued growth,” it says, the current period is one of the most favorable ever for endowment fundraising.

But successful fundraising is “invariably the fruit of a building process that takes time, resources and institutional commitment,” it says.

Fundraising campaigns have become “permanent” efforts, “always running in the background, with continuous cultivation of major gift prospects and a prioritized list of defined projects at the ready for negotiation with donors,” the paper says.

And nonprofits have moved to a strategic or “core” fundraising model that “focused on providing endowed support for the core mission of the institution and for a specific number of areas that have the potential to make a major difference in the institution’s future.”

Key to permanent campaigns is the idea that the “relationship between the donor and the institution has also changed and become more strategic,” the paper says, citing a fundraising professional who says asking for money “just alienates today’s donors.”

Fundraisers should be asking donors “how they want to change the world,” the fundraiser says.

And while the “intersection between donor interests and institutional imperatives may not always be obvious,” the paper says, “the strongest relationships seem to be forged from these conversations — or negotiations — that compel the parties to find common ground.”

Donors themselves are changing, the paper says.

They tend to be self-made, “relatively skeptical of broad institutional claims,” “quite specific about their likes and dislikes,” and wanting to “compare the performance of the institution’s existing endowment with their own wealth-creation capabilities when deciding to make a gift.”

Donors in short connect “development success and institutional competence in financial management,” the paper says.

“Institutions with strong missions but weak financial management will receive annual gifts,” it says, “while those with strong missions and strong financial management will be considered for endowed gifts.”

Corresponding to the increased focus on donor interests has been a shortage of unrestricted endowment gifts, the papers says, with the emphasis on new programs and buildings tending to “overshadow the question of how ongoing expenses are to be met.”

That issue has become a “source of anxiety: for institutional leaders, particularly at institutions that lack unrestricted endowment and cannot accumulate free cash flow” through operating surpluses or other sources of revenue, the paper says.

More wealth is being concentrated among fewer donors, it says, with 2 percent of donors at some leading institutions contributing 98 percent of funds, compared to the historical pattern typical at many institutions that saw 20 percent of donors contributing 80 percent of the funds raised.

“This lopsided ration means that, while a broad base of donors is desirable for many reasons,” the paper says, “development efforts are increasingly focused on identifying and grooming those doors who have the capacity to make a significant contribution.”

So building “permanent professional development departments,” which “rarely existed, even at large institutions,” the paper says, has become “an investment, not an expense.”

In addition to “grooming” donors for contributions to the permanent campaign, it says, development staff also “seek to understand the receptivity of donors to planned giving opportunities and to assess the likelihood that they will leave bequests.”

Todd Cohen