Philanthropic Leader Interview

1. A.

Institutional Readiness for Fundraising

1. Does your organization have an up-to-date strategy or plan based on a clearly defined mission statement with goals, objectives, and programs projected over the next 3 5 years? _____ Yes _____ No 2. Does this plan project income and expense requirements for each of the years reflecting the following? The brochure does not, but the more detailed work behind it most certainly does. __x___ Annual operating/program needs __x___ Special purpose/capital needs __x___ Endowment/cash reserve needs 3. Does this financial plan identify gift dollars which must be raised each year for the following? The hospital has an expectation of the foundation of a net revenue goal for each of these years. The hospital manages our endowment portfolio once gifts are placed in endowment. The foundation is expected to hit the net revenue target as well as several other metrics that represent a measure of the health of philanthropy at the institution. _____ Annual operating/program needs _____ Special purpose/capital needs _____ Endowment/cash reserve needs 4. Have both board and staff been involved in the development of the program and financial plans noted above and have they made a joint commitment to participate in its implementation and evaluation? _____ Yes _____ No 5. Have other community leaders and key organizations related to your organizations mission been involved in developing and/or validating the plan in order to create community ownership? _____ Yes _____ No 6. What are the most exiting and salient elements of your organizations fundraising case? At such a complex organization we build out many case statements based on needs in different areas, etc. But when discussing the case for supporting Greatest Needs we find that donors are most motivated by the following. a. Our founding promise to serve children in our region regardless of their familys ability to pay. b. Our mission children should grow up without illness or injurywe will prevent, treat, and eliminate pediatric disease. c. Our culture for those who have experienced care at Seattle Childrens they overwhelmingly give back because their Childrens experience exceeded their expectations in multiple regards we have a culture of caring for patients and family that is hinged on accountability, respect, and teamwork.

d. When raising support we often speak about being highly ranked nationally (top 6 Childrens hospitals); about the growing needs in our region; and about the way that philanthropy can help meet those needs and accelerate cures for children. e. 1. B. Human Resources and Budget

1. Is your board committed to giving and getting gifts for your organization?

_____ Yes

_____ No

2. Is there a development committee of the board? _____ Yes _____ No The Foundation has its own governing board that oversees all development operations. There is a specific committee for donor recognition as well as our leadership giving level called the Childrens Circle of Care. 3. If there is a board development committee, is it active? _____ Yes _____ No

4. Who is the staff person assigned to oversee the management of the fundraising function in your organization and what percentage of his/her time is spend in this area? Staff Title__President of Seattle Childrens Foundation & Guild Association Offices__________________________________________ % of Full Time__100_____________ 5. Who does the staff person listed in #4 above report to?_CEO_____________________________ 6. How many other staff have assigned responsibilities for fundraising and at what percentage of full-time? There are 47.5 FTEs Number of staff at 100%:___________________ Number of part-time staff_____________________ 7. What is the overall total fundraising budget (including salaries and program expenses) for the current year?__$8.99M___________________________ 8. Is the current budget allocation for fundraising adequate to support an effective program? _____ Yes _____ No 9. Are there written position descriptions for all fundraising staff? YES 10. What percentage of your CEO/EDs time is spent on fundraising activities? % of time each week (average):_annual range is 30 65%____________________ 11. Who staffs the CEO/ED on fundraising calls?__President or Sr. Officer________________________

1. C.

Accountability and Ethics

1. Does your fundraising program and staff adhere to a particular code of ethics? _____ Yes No If yes, which one?__AFP Code of Ethical Principles and Standards______________________________________________ 2. Does your organization have written and published policies regarding gift acceptance policies and procedures? _____ Yes _____ No 3. Have you ever encountered an ethical dilemma in fundraising? _____ Yes _____ No

_____

(If you would be willing to share your experience with our student, that would be very valuable!) 4. From your perspective, how important is ethics to effective fundraising and why? Very. The ethical standards in which we operate underline the trust upon which we build our community support and develop our culture of philanthropy. Without the communitys trust, we would be unable to advance philanthropy at SC.

1. D. 1.

Markets and Planning _____ Yes _____ No

Do you have a written fundraising plan?

2. Is your plan based on an analysis of constituencies that have the greatest funding potential for your situation/organization? _____ Yes _____ No 3. Has this market analysis been further refined to a listing of specific prospects? _____ Yes No 4. Do you have a process in place for ongoing prospect identification, rating, and cultivation? _____ Yes _____ No 5. Are board members and other volunteers involved in the prospect identification and cultivation process? _____ Yes _____ No 6. Does the fundraising staff and other organizational leaders understand the needs, perceptions, preferences and satisfactions of your current and potential donors and use these in building relationships with them? _____ Yes _____ No 7. Do you have annual fundraising goals which must be met? _____ Yes _____ No _____

If yes, what is the goal for the current year? $__IAG: $3.6M, Overall: _NET REV of $48.4M____________________ 8. How does the fundraising goal get set? It is a combination of top down and bottom up negotiations. 9. Approximately what percentage of fundraising staff time currently goes to support the following fundraising activities? _____% Annual giving ---- 5FTE

_____% _____% _____% _____%

Capital Campaign ---- 2FTE Planned giving ---- 4.8FTE Other:_______________________ Other:_______________________

10. Do you use a gift range chart or other method to analyze, plan and evaluate fundraising activities? We use a variety of metrics that comprise our goals for Annual Giving we measure many things but consistently report on a few (see key white board metrics).