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Staying Afloat

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christine hoffman

on 28 August 2014

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Transcript of Staying Afloat

designed by Péter Puklus for Prezi
Tulane University
New Orleans
Faculty
- 1,175

Students
- 8,352 undergraduate
5,110 graduate/professional



*
Deans/Directors set priorities
*
Seek out faculty based on priorities
*
Push grant notices to relevant faculty
*
SPA pushes via list-serv
*
Respond to faculty-initiated requests
*
Bring prospect ideas to faculty meeting
*
Manage expectations
Panelists


Melissa Erekson - Tulane University
merekson@tulane.edu


Lisa Wurtzel - Tulane University
lwurtzel@tulane.edu


Vicki Svoboda - Arizona State University
Vicki.Svoboda@asu.edu

Caroline Wallinger - Arizona State University
Caroline.Wallinger@asu.edu

Revised Product
*

Scaled down research
*
Find the first three
funders with deadlines
within the next 6 months
*
Provide a 1 page report
*
Faculty show more interest
in applying
Research Products for Faculty
*
Initially, we turned over every stone for faculty member research
+
Produced in-depth briefings on promising funders
+
Produced Excel spreadsheets with multiple data points about
EVERY
funder researched
*
Most faculty did not respond quickly or identify funders to pursue
ASU Enterprise
The Admiralty
ASU Enterprise
The ASU Foundation for a New American University is ASU's philanthropic arm.

We raise and invest over $130.5m in philanthropic contributions annually:
$47.4m from Corporations and Foundations
(36% of philanthropic enterprise)
$405,154,000 in Research Expenditures (2013)
$4.1m revenue from ASU and ASUF affiliates
$553m Endowment



Questions?

Working with Faculty
from the Researcher's Perspective
How We Work with Faculty
Tulane Schools
& Colleges
*
Newcomb Tulane College
*
A.B. Freeman School of Business
*
School of Architecture
*
School of Continuing Studies
*
School of Law
*
School of Liberal Arts
*
School of Medicine
*
School of Public Health and Tropical Medicine
*
School of Science and Engineering
*
School of Social Work


Tulane Funding
$8 - $10 million/year - CFR funding

$165 million/year research expenditures

$7 - $11 million/year sponsored research funding from private entities

$7.2 million/year licensing revenue



STAYING AFLOAT
:
Serving Faculty Prospect Research Needs at Research Universities
Development
*
$100 million/year fundraising dollars

*
20-30% of total from companies and foundations

*
Endowment $1,047,800,000

At the Head of the Fleet
Research Product
for Promising Funders

*
description of the company/foundation's relevant work
*
explain giving program; for companies, could include both
corporate giving program and company foundation giving
*
provide application deadlines and instructions
*
provide relevant representative grants: higher education and relevant subject area (from 990s)
*
overall giving totals and giving within relevant program if possible
*
Tulane engagement
*
Tulane connections (alumni, leadership and vendor)


Arizona State University
This is the ASU Enterprise
The Joint Chiefs
Rick Shangraw,
CEO ASUF
Sethuraman "Panch" Panchanathan
VP of Research Enterprise (OKED)
We are the largest vessel in our class
(public research universities):

69,089 undergrads

14,682 graduate/professionals

2762 faculty/professionals
…Serving:

11 colleges

20 schools

10 transdisciplinary institutes/initiatives

100+ centers

used with permission of Julien Berthier
Panelists
*
Melisa Erekson - Tulane University
*
Lisa Wurtzel - Tulane University
*
Vicki Svoboda - Arizona State University
*
Caroline Wallinger - Arizona State University
How We Navigate Research Requests (1)
Collaboration Between the ASU Foundation
&
the Research Enterprise

ASU CFR & ORSPA
ASU CFR
: Strengths in fundraising from philanthropic organizations
ORSPA
: Office of Research and Sponsored Projects Administration - an ASU unit, within the Research Enterprise, that helps faculty to raise and administer research grants:

*
80+ Research Advancement Specialists assigned to departments help find research awards and write grants
*
multiple teams devoted to every stage of proposal life cycle
*
ORSPA's strength: packaging, administrating and carrying out due diligence for research grants

ASUF Collaboration with ORSPA
*
Charitable Grant Administration Guidelines which:
fix information silos;
formalize roles for approaching major philanthropic funders;
create clear expectations for cooperation; and,
clarify administration fees for jointly administered grants

*
Shared research assignments for select funders and targeted research on funders
How We Navigate Research Requests (2)
Engaging Faculty with Opportunities
Problem:
In years past, faculty were often:
*
Unaware of ASUF
*
Confused about the role of ASUF
*
Distrusting of ASUF
Solution #1:
Organizational Cooperation at Executive Level
*
Former head of Research Enterprise now
CEO of ASUF; regularly meets with VP of
Research Enterprise
*
Regular meetings between deans and
senior ASUF fundraisers
*
ORSPA/ASUF partnership guidelines
formalized through MOU from ASUF
CEO and VP of Research Enterprise
Solution #2:
CFR as a Leader in Engaging with Faculty
Solution #3:
CFR as a Leader in Managing Expectations
*
Shifted away from always providing profiles and briefs;
we now direct faculty to funder website and FDO
profiles
*
Educate faculty about philanthropic fundraising basics:
funder timelines; likelihood of funding success; writing
project sustainability into the grant; creating strategies
for particular funders
*
Established clear guidelines dictating in which
circumstances and at what funding thresholds
ASUF assists with grants, proposal
management, etc.
Solution #4:

Simplifying Our Research Products
*
No more standing profiles; profiles are only updated as
needed and prepared to meet the specific needs of the
request

*
Shorter, more succinct profiles/briefs; output never
exceeds 2-3 pages; we aim for less than 2

*
Targeted research output: rather than providing
extensive information about the funder, provide
profiles/briefs characterize ASU's history with the
funder; identify specific opportunities that fit ASU;
and, name possible collaborating individuals and
departments at ASU
Tulane University
*
AAU University
*
Carnegie Ranking: very high research activity
Tulane Institutional Strengths
*
Health sciences
*
Latin American Studies
*
Women's leadership
*
Civic engagement
*
Disaster resiliency

CFR resides in the Development Office

One and 1/4 researchers support 4 CFR officers who serve the entire university
Tulane's CFR Organization
Corporate and Foundation
Relations
How We Prioritize Our Work
1st:
leadership & deadline driven projects
2nd:
requests from deans
* requests from CFR officers about specific corporations or foundations
* institutional level projects
3rd:
research and briefings for unit heads
4th:
faculty research
(10 % of my time)
* broad-based school/ department research
Excel Spreadsheet for All Potential Funders Considered
Is There a Different Way to Stay Afloat?

Michael M. Crow
President, ASU
CFR at ASU Foundation
• 2 Frontline Fundraisers
(1 Corporate, 1 Foundation)
• 1 Researcher
• 1 Grantwriter
• 1 Administrative support staff

We support:
• Unit development staff
(frontline fundraisers)
• Deans/ research deans
• Individual faculty
• ASU/F Leadership


ASU Research Enterprise
*
Make key information available directly to
faculty and development staff through a
simple, useful CFR webpage
*
Use ORSPA Research Advancement Specialists
and their faculty connections to reach faculty
with a weekly distribution of RFP opportunities
*
Created a searchable database of
philanthropic opportunities
(hosted on Research Enterprise site,
where faculty are most likely to go)
Full transcript