The Michigan Tech Office of Development provides philanthropic fundraising for Michigan Technological University. The following information is available as a fundraising "toolbox" that the department can offer to assist colleges, schools and departments in their fundraising efforts.
Summary of Services
| General: |
- Overall fundraising coordination
- Provide fundraising training workshop/seminars
- Provide fundraising mentoring
Contact: Shea McGrew, President of the Michigan Tech Fund
smcgrew@mtu.edu, 487-3447
|
| Prospect Research: |
- Identify major gift prospects and evaluate giving capacities
- Connect prospect to appropriate fundraiser
- Manage cultivation system/contact report system
- Recommend prospect manager assignments
Contact: Sandy Lewin, Director, Prospect Research
sandy@mtu.edu, 487-1870
|
| Annual Giving: |
- Assist in contacting alumni through direct mail, e-mail, and department newsletters
- Conduct telemarketing for departmental fundraising
Contact: Paula Nutini, Director, Annual Giving
pjnutini@mtu.edu, 487-3609
|
| Planned Giving: |
- Assist donors with giving opportunities including charitable remainder trusts, charitable gift annuities, pooled income funds, lead trusts, transfer of securities, bequests
- Promote planned giving through direct mail, estate planning seminars, and newsletters
Contact: Eric Halonen, Executive Director of Gift Planning
ehalonen@mtu.edu, 487-3604
|
| Major Giving: |
- Assist in developing cultivation and stewardship strategies
- Assist in all aspects of proposals, including writing, determining the proper amount for the proposal, strategies for major and planned giving proposals, dealing with objections to proposal
- Getting appointments
Contact: Shea McGrew, President of the Michigan Tech Fund
smcgrew@mtu.edu, 487-3443
|
| Information Services: |
- Provide mailing lists
- Report generation using fundraiser's specific criteria
- Provide access to/training for Web tools, profiles of alumni and prospects
- Provide reporting on gifts and pledges
- Maintain alumni/friend/corporation/foundation database
Contact: Mary Jane Lowney, Director Admin Information Services
mjlowney@mtu.edu, 487-2312
|
| Accounting: |
- Provide information on MTF investments
- Provide official tax receipts to donors
- Provide revenue and expense statements on accounts
- Develop scholarship and endowed funds guidelines
- Process disbursement requests
Contact: Gail Mroz, Director of Donor Stewardship and Development Events
gamroz@mtu.edu, 487-1972 or,
Contact: Suzanne Morin, Accounting Manager
smmorin@mtu.edu, 487-1931
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