LIBR 579M (1)

PREREQUISITES:
MLIS and Dual students: Completion of MLIS Core
MAS students: Completion of the MAS Core and permission of SLAIS Graduate Adviser

GOAL:
The current economic climate, marked by financial uncertainty and a competitive job market, forces new and seasoned information professionals to think outside the box and apply entrepreneurial skills to generate revenue for their organization, increase support and visibility for projects and ensure the long-term stability and sustainability of programs.

With government funding in steady decline, archives, libraries (public, academic, school, and rural libraries) and museums worldwide look to attract philanthropic support to stay afloat to ensure they can continue to deliver information resources and services to its constituencies. Often, there is unease about public-private partnerships and negative perceptions about private investments in public organizations colors our understanding of philanthropy.

While financial and public relations issues are broadly covered in Management Classes at SLAIS, fundraising as an established profession is a growing field that has developed a large body of theories and best practices based on strategic relationship building and philanthropy that goes beyond monetary issues. Information professionals either seek the expertise of professional fundraisers or are in the position to fundraise themselves for their own organizations.

The goal of this course is to equip students with core concepts and best practices for ethical and sustainable fundraising that can be applied to any archival or library environment (public, academic, school, small/rural, special libraries). It builds on fundamental concepts taught in Management Classes and complements other SLAIS courses currently offered, including Library Building and Design, and Prospect Research.

OBJECTIVES:
Upon completion of this course students will be able to:

• Understand and apply basic principles and techniques to build strategic relationships and attract support for a broad range of information organizations [2.1, 2.2, 4.1, 4.2]
• Develop and implement a feasible fundraising strategy for an information organization [3.1, 3.2, 5.1,, 5.2]
• Identify, evaluate, create, manage and use a wide range of tools, resources and materials to maximize revenues and generate gifts for information organizations 1.1, 1.2, 1.3]
iSchool Statement on Graduate Competencies: http://slais.ubc.ca/programs/about-department/graduate-competencies/

CONTENT:
• Philanthropy, engagement, advocacy and fundraising: key concepts and principles (the donor and gift pyramids, the giving cycle)
• Types of fundraising approaches (annual giving, major gifts, planned gifts, gifts-in-kind, endowments) and their application in a variety of library settings & contexts (capital, collections, digital resources, programming)
• Fundraising materials (grant applications, case statement and proposals, letter of intent, stewardship materials, crowdsourcing)
• Working with foundations and corporations – reporting out
• Building strategic relationships and raising Library profile in the community: engaging the Board, Friends groups, Parents Advisory Council, associations, societies & other non-profits
• Events: do’s/don’t’s and how to’s
• Structuring a gift (gift agreements, pledges, naming, tax receipts/CRA guidelines). Legal and ethical issues
• Workplace challenge: working with professional fundraisers; working in small and rural settings; saying ‘no’ to a gift; developing a sustainable gifts-in-kind policy; gifts involving cultural property