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Beyond Hand to Mouth

   
Financial Planning for Independent Schools

Tone Deaf

March 11th, 2009

I was invited to an independent school, to tour the new gymnasium and then attend a hosted lunch in which planned giving would be discussed.  I didn’t really care about planned giving or the new gym, but it was socially expedient to just go.  I don’t recall an actual planned giving discussion, but a donation envelope was placed at every place setting.

At our table, the range of comments among the other parents were, in no particular order:

However unjust, independent schools are not generally perceived to be a particularly sympathetic beneficiary; certainly not among any of the parents I talk to.  As such, fundraising without regard, or at least some appreciation, of such donor sentiment would arguable fall flat in the current environment.  And yet I get plenty of passive, feel-good requests in the mail.  I don’t even look at them.  They go right into the garbage.

There is an entire fundraising industry, of established strategies and tactics, that I do not always understand.  I have a much simpler benchmark:  me.  I am as typical a potential donor as anyone.  A worthy fundraising tactic is one I might personally (as a donor) respond to, versus tactics that I routinely ignore or which annoy me. In other words, common sense.



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