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Title:

FUNDRAISING; some approaches

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Title: Funding Downunder Author: The University of Qld Library Last modified by: CAUL Executive Officer Created Date: 6/4/2003 1:45:41 AM Document presentation format – PowerPoint PPT presentation

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Title: FUNDRAISING; some approaches


1
FUNDRAISING some approaches
  • Janine Schmidt
  • University Librarian
  • University of Queensland

2
Overview
  • Australian universities and their funding base
  • Australian university libraries and their
    traditional income sources
  • Cost pressures
  • Funding from benefaction
  • The library as enterprise
  • Other fundraising ventures
  • Changing the focus

3
Australian Universities
  • All different
  • Group of 8 (Sandstone universities)
  • 12 regional universities
  • Australian Technology Network (5)
  • Innovation Research Universities (Gumtrees) (5)
  • New Generation Universities
  • Teaching and learning/research orientation
  • Multi-campus, some with overseas or off-shore
    campuses or programs
  • Increasing numbers of fee-paying students
  • Student numbers vary 1,000 40,000
  • Being reviewed to death

4
Funding Base
  • Federal government funding - formula
  • Based on student numbers
  • Disciplinary basis
  • Includes capital component for buildings
  • IGS, RTS, RIBG
  • Student fees
  • International
  • Domestic
  • HECS (Higher Education Contribution Scheme), PELS
  • HELP (Higher Education Loan Program)
  • Research Grants
  • ARC (Australian Research Council)
  • NHMRC (National Health and Medical Research
    Council)
  • State government, benefaction, investment income
    etc.

5
Australian university libraries and their
traditional income sources
  • Fixed percentage of total university income
  • Off the top, component of a group
  • 4 - 10, average 4.7
  • Operating grant, fees, research, overheads
  • Historical, program
  • Special initiatives
  • One line budget/allocations for staff/materials
    etc.
  • Library funded at expense of others
  • Negotiation and marketing crucial
  • cap in hand, begging bowl

6
Cost pressures
  • 24 x 7
  • E-everything
  • Library materials costs increase constantly by
    more than the CPI
  • Salary increases not compensated by income
    increases
  • Volatile floating currency
  • Additional responsibilities
  • Convergence with other parts of university?

7
Funding from benefaction
  • Positions
  • Ongoing salary
  • Buildings
  • Law firms, individual lawyers contributing to law
    library
  • Annual appeals
  • Library as a beneficiary one year
  • Library as special category every year
  • Special activity, service
  • Equipment for disabled
  • Computers for disadvantaged

8
Funding from benefaction
  • Special events
  • Sydneys 150th
  • Purchase of expensive items
  • ILMS
  • Databases, journals
  • Purchase of hardware
  • PDAs, servers, laptops
  • Exhibitions, displays
  • Continuing
  • Short term

9
Funding from benefaction
  • Whole or partial collections
  • Cultural gifts program tax incentives
  • Conform to Collection Development Policy
  • Valuations
  • Disposals?
  • Adopt-a-book, journal
  • Preservation

10
The benefactors
  • Alumni
  • Graduands
  • Wealthy individuals
  • Grateful clients
  • Corporations
  • Families, in honour of .
  • Friends, in honour of
  • Vendors
  • Anyone and everyone

11
The benefits for the benefactors
  • Naming rights
  • Buildings, positions, rooms, shelves, chairs
  • Something lasting
  • Public recognition
  • Splendid launch premier, governor, royalty
  • Government/political
  • On wall, honour board, in catalogue, on
    letterhead, on equipment, website, mouse mat
  • Press release, publication in newsletter
  • Photograph
  • Cyberplaques

12
The benefits for the benefactors
  • Corporations
  • Fit
  • Community service obligations
  • Strategic
  • Product, service
  • Marketing
  • Employee relationships
  • Sliding scale of recognition
  • Platinum, gold, silver

13
Benefactor interests
  • Association with success
  • Involvement with young people
  • Specialist areas related to business or personal
    interests
  • Disenchantment with education?

14
How does one obtain gifts?
  • One has to ask and sometimes that is all it is
  • Work with Development Office
  • Employ ones own Development staff?
  • Estate inheritance
  • Prepare detailed proposals outlining benefits for
    library and for donor
  • Target and research potential donors
  • Sales document
  • Press the right buttons

15
Obtaining gifts through relationship marketing
  • Long-term
  • Use people of influence to help
  • Friends groups
  • Foundations arms length
  • Cultivation through invitations, wining and
    dining
  • Maintain relationship, e-mail contacts, Christmas
    cards
  • Develop the proposal, identify the benefits, do
    the ASK
  • Tailor the website

16
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17
The library as enterprise
  • Earn funds through fee-based services
  • Business information services
  • Training (internet, computing)
  • Publications
  • Newsletters
  • Books
  • Hiring of facilities
  • Sale of memorabilia
  • Postcards, umbrellas, graduation photographs
  • Cafes
  • Printing, copying

18
The library as enterprise
  • Community use
  • Alumni use
  • Training programs
  • International
  • Specialist groups eg teacher librarians
  • Consultancy
  • Document delivery?

19
Other fundraising ventures
  • Regulatory regimes
  • Fines
  • Specialist client groups
  • Tours
  • Grant applications
  • ARC
  • Philanthropic organisations
  • Sale of collections?

20
Issues
  • Time taken
  • Confusion between free and fee services
  • Potential loss of focus
  • Lack of knowledge and skills
  • Current culture of giving
  • Sport
  • Cats and other animals
  • Health
  • Welfare
  • Art and music
  • Libraries not sexy enough

21
Changing the staff focus
  • All library staff expend funds
  • All library staff are accountable
  • Journey to entrepreneurial and fundraising
    activities is not easy
  • Skill up staff
  • Develop marketing approach

22
Changing the focus
  • It takes money to make money
  • Leadership appropriate support from above and
    below
  • Selling and communication strategies
  • Promotional publications
  • Look good facilities, etc.
  • Imagination, innovation, motivation required

23
  • You can have a good University without a good
    library but you cant have a great university
    without a great library.

24
(No Transcript)
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