College of Computing & Information, University at Albany, SUNY Department of Information Studies IIST 666 (1589) Fundraising and Marketing (Public Relations) for Information Agencies & Non-Profits (3 Credits) Summer 2014 Syllabus (12 Pages), Prepared 5/27/2014 Instructor: Frank D’Andraia Office: 141A Draper Phone: 518.442.5118 Email: fdandraia@albany.edu Class Meets: M-T-Th, 12:30PM – 4:00PM Classroom Location: HS 106A Office Hours: M- T-Th: 10:00AM-NOON and 4:30PM-5:30PM; or By Appointment For Whom Planned: The course has been specially crafted for students interested in fundraising and marketing (public relations) for information agencies/non-profits. There are no requisites. Course Description: This course studies contemporary fundraising and marketing techniques, theory, and practice for information agencies/non-profits. The course provides a foundation on which to build. Learning Outcomes/Objectives: By the end of this course students should be able to accomplish the following: Examination of core and contemporary methods of Identify and analyze fundraising and marketing (public relations) concepts especially as they pertain to information agencies/non-profits Understand theoretical and practical concepts Examine fundraising and marketing research related to information agencies and other appropriate organizations Identify and use the major sources of information (including statistical data) and literature for information agencies/non-profits fundraising and marketing Formulate personal judgments regarding fundraising, marketing, and public relations and develop some facility in expressing these judgments clearly and succinctly in class discussions and written assignments Discern current 21st Century fundraising and marketing issues facing information agencies/non-profits and express points of view on these challenges in class discussions and written assignments Provide hands on experience in organizing, publishing, and disseminating a publication over the web. Page 1 of 12 Teaching Strategies: This course will be conducted in a discussion format which will require active participation, as well as team work. Students make oral reports, write a short essay, and prepare an annotated bibliography; draft a mission statement and grant request; participate in discussion and analysis; and complete a capstone project. Attendance Policy/Obligations/Expectations: Students are expected to advise the instructor if there are any accommodations necessary due to disabilities. Absences of two (2) or more without prior permission or reasonable excuse will be considered excessive and will reduce your final grade by five (5) points. Students are to advise the instructor in advance when it is necessary to be absent from class. Students are expected to adhere to the Community Rights and Responsibilities and to give proper credit in the presentation of ideas (Graduate Bulletin: http://www.albany.edu/grad/requirements_general_admissions.html#grading_graduate). Cell Phones: Please turn off your cell phone and pagers during class. Examinations: There are no examinations. Note Taking: You should take good notes of lectures and discussions. I do not make copies of my lecture notes available. My experience indicates that note taking dramatically increases your recall and keeps you more involved in class deliberations. Assignment Format Assignments should not exceed the requested page limit and should be: Typed in any 12-point font, that is approximately the size of this text or larger. All margins should be one inch and all pages should be numbered in the upper right hand corner, and stapled in the upper left. Text must be one-and-a-half spaced. Quotes, bullets, and lists may be single-spaced. A cover page should include your name, the title of the assignment, the course number and date. Cover sheets, footnotes, endnotes, and requested exhibits are not included in the page length limits. Please do not submit supporting materials that are not requested as a part of the papers assigned. No binders, etc. please. Formal written work must be word processed or typed and reflect use of a style manual. There are style guides available in Dewey and on the University Library webpage. Submissions: Written assignments are due at the end of the classes (and when requested may be e-mailed directly to instructors). Late submissions will be marked down ten points. Email Communications: The instructor will reply to student e-mail within 48 hours. Page 2 of 12 Required Text: N/A You are expected to delve further into the literature. Resources designed to assist you in this effort are as follows: Burnett, Ken. Relationship Fundraising: A Donor Based Approach to the Business of Raising Money, 2nd edition. San Francisco: Josey-Bass, 2010. Print. Dowd, Nancy, Evangeliste, Mary, and Silberman, Jonathan. Bite-sized Marketing: Realistic Solutions for the Overworked Librarian. Chicago: ALA, 2010. Print. Imhoff, Kathleen R. and Maslin, Ruthie. Library Contests: A How-To-Do-It Manual. NY: Neal Schuman Publishers, Inc., 2007. Print. MacKellar, Pamela H and Gerding, Stephanie K. Winning Grants: A How-To-Do-It Manual for Librarians with Multimedia Tutorials and Grant Development Tools. NY: Neal Schuman Publishers, Inc., 2010. Print. Reed, Sally, Gardener, Nawalinski, and Friends of Libraries USA. Even More Great Ideas for Libraries and Friends. NY: Neal Schuman Publishers, Inc., 2010. Print. Tempel, Eugene R., Seiler, Timothy L., and Aldrich, Eva E. editors. Achieving Excellence in Fundraising, 3rd edition. San Francisco: Jossey-Bass, 2010. Print Wolf, Lisa A. Library Public Relations, Promotions, and Communications, 2nd edition. New York: Neal Schuman, 2005. Print. Recommended Web Sites: ACRL Marketing: http://www.ala.org/ala/mgrps/divs/acrl/issues/marketing/index.cfm Academic Library Development and Advancement Network (ALADN) http://www.library.arizona.edu/aladn/index.html Association of Research Libraries (ARL): http://www.arl.org Association of Fundraiser Professionals: http://www.afpnet.org/ Council for Advancement and Support of Education (CASE): http://www.case.org/About_CASE.html Elsevier Training Desk: http://trainingdesk.elsevier.com/ Foundation Center: http://foundationcenter.org/gainknowledge/ Gale Cengage Learning-Market Your Library: http://www.gale.cengage.com/power/marketing/ Library Communication Strategies Inc.: http://www.librarycomm.com/index.html MLS Marketing Services: http://www.infotoday.com/MLS/default.shtml Marketing Corporate Libraries: http://www.insitepro.com/donald3.htm Marketing Ideas For Non-Profits & Libraries: http://themwordblog.blogspot.com/2011/01/oclc-delivers-valuable-data-on-library.html OCLC Advocacy: http://www.oclc.org/advocacy/default.htm PLA Marketing Public Libraries (ALA Division): http://connect.ala.org/node/104739 United for Libraries (ALA Division: http://www.ala.org/united/events_conferences/folweek/materials U.S. Department of Commerce, U.S. Census Bureau, American FactFinder: http://factfinder2.census.gov/faces/nav/jsf/pages/index.xhtml Page 3 of 12 Grading and Due Dates Summary: Everything you do in this class counts - class participation, reactions and responses to readings, oral presentations in class, and written work. This grading practice reflects my teaching philosophy: we are working together to create a learning experience for all of us. Everything you do contributes to this learning experience and is valued. Every way that you do not contribute by being unprepared, failing to submit papers when requested, being silent while others contribute to class discussions, falling asleep, or not coming at all - diminishes the experience for all class participants. In evaluating papers, I look for clear, well-written, and well-edited prose. Papers should be organized carefully with arguments that are clearly and succinctly framed and address what is required. Integrate readings, as well as other research when required, to support and illustrate your arguments. The assignments are deliberately short. Do not mistake that for quickly accomplished. In the philanthropic world, successful communications are brief, crisp, clear, and to the point. If you are weak on grammar or spelling, you will be so advised and you are expected to show improvement over the term. You may be directed to contact the Writing Center. Your grade will be weighted as follows: 20% class participation, 20% presentations, and 60% written assignments. All requests for extensions must be made in person or by telephone, followed by email. Extensions beyond the end of the term will result in an incomplete and may result in a lower grade. Activity/Assignment Weighting Class Participation Due Dates -20% Weekly Your active participation in class discussions and sharing of information is essential. Written Assignments 60% - Presentations 20% (see pages 7-10) 1. 2. 3. 4. 5. 6. 7. 8. 9. Presentations (Fundraising Sources) Annotated Bibliography – 21st Century Fundraising Presentation (Fundraising Websites) Essay on Value Print Publications Reaction Essay TDS Telecommunications Grant Application Readings/Citations Capstone Project Final Copy Summaries Letter Grade Scale May 29 June 02 June 03 June 05 June 09 June 12 June 03; 10; 16; 17; 19 June 10; 12; 17; 19 June 09; 10; 16 A AB+ B BC+ C CD E 95-100 90-94 86-89 83-85 79-82 75-78 71-74 68-70 60-67 0-59 Page 4 of 12 Course Outline May 27 – Tuesday (Week 1, Class 1) Classes Suspended Introductions Syllabus Review Focus: o How Americans Give o Why We Give or Not (Behavior Factors) o Fundraising Fundamentals Distribution of Assignment #1 Reading Assignment: ---ARL Spec Flyer 240, “Marketing and Public Relation Activities in ARL Libraries” ARL, April 1999. Web. 20 May 2014. http://old.arl.org/bm~doc/spec240web.pdf ---Brooks, Arthur. “Why Fund-Raising Is Fun.” NY Times 30 March 2014: 12. Print. ---Perlmutter, David D. “Don’t Fear Fundraising.” The Chronicle of Higher Education The Academic Workplace Volume LIX (59) Number 43 (26 July 2013): A46-47. Print. ---Progrebin, Robin. “Trustees Find Cultural Board Seats Are Still Highly Coveted Luxury Items.” NY Times, 3 April 2010: THEArts 1 and 5. Print. ---Strom, Stephanie. “40 Who Committed Half Their Wealth for The Pledge.” NY Times 11 November 2010: Giving 1 and 11. Print. May 29 – Thursday (Week 1, Class 2) Due Today: Assignment #1: Individual Presentations: o Chronicle of Philanthropy o Contributions Magazine: The How-To Source for Nonprofit Professionals o Don Kramer's Nonprofit Issues o Grassroots Fundraising Journal o PJ: Philanthropy Journal o Philanthropy News Digest o Philanthropy Roundtable o Philanthropic Studies Index o Stanford Social Innovation Review o The Nonprofit Quarterly Focus: Fundraising Fundamentals Reading Assignment: ---Brown, Jeffrey R. “How Endowment Hoarding Hurts Universities.” The Chronicle of Higher Education, 21 March 2014: A31-32. Print. ---Gup, Ted. Alumni Relations: a Horror Story.” The Chronicle of Higher Education, 11 April 2014: B20. Print. ---Martin, Andrew. “Downturn Still Squeezes Colleges and Universities.” NY Times 11 January 2013. Print. ---Olson, Elizabeth. “A Responsibility to Give Back.” NY Times, 11 August 2013: The Boss 7. Print. Page 5 of 12 ---Rhoden, William C. “Booster Has Second thoughts; UConn Probably Doesn’t.” NY Times 29 January 2011: http://www.nytimes.com/2011/01/30/sports/ncaafootball/30rhoden.html?_r=0 20 May 2014. ---Stewart, James R. How errors In Investing Cost a College Its legacy.” NY Times, 11 May 2013: B1 and B6. Print. ---Troop, Don. “The Secrets of ‘Million-Dollar Ready’ Colleges.” The Chronicle of Higher Education 11 December 2013: http://chronicle.com/blogs/bottomline/the-secretsof-million-dollar-ready-colleges/ 20 May 2014. ---Troop, Don. “Strong U.S. Stock Market Put College Endowments in the Black in 2013.” The Chronicle of Higher Education 7 February 2014: A10. Print ---Troop, Don. “To Enter the Pantheon of Great Catholic Colleges, Villanova Stretched for $600 Million.” The Chronicle of Higher Education 31 January 2014: A10. Print. June 2 – Monday (Week 2, Class 3) Due Today: Assignment #2, 21st Century Fundraising Focus: o Class discussion on what was learned from completing Assignment #2 o Fundraising Fundamentals – Mission Statements and Grant Narratives: C3F; Great Lakes Energy; and TDS Telecommunications Reading Assignment: ---Gelles, David. “Wooing the New Patrons.” NY Times 20 March 2014: F1 and F36. Print. ---Olson, Elizabeth. “Soliciting Funds from the Crowds? Results Will Vary.” NY Times 20 March 2014: F10. Print. C3F; Great Lakes Energy; and TDS Telecommunications Applications (to be distributed) June 3 – Tuesday (Week 2, Class 4) Due Today: Assignment #3, Individual Presentations: o Academic Library Development and Advancement Network (ALADN) o Council for Advancement and Support of Education (CASE): http://www.case.org/About_CASE.html o Foundation Center: http://foundationcenter.org/gainknowledge/ o U.S. Department of Commerce, U.S. Census Bureau, American FactFinder: http://factfinder2.census.gov/faces/nav/jsf/pages/index.xhtml Assignment #7A, Class Discussion: Social Media Marketing Focus: Fundraising Fundamentals Reading Assignments: June 5 – Thursday (Week 2, Class 5) Due Today: Assignment #4: Essay on the Value of Print Publications Focus: Marketing Fundamentals: Lobbying Page 6 of 12 Guest Speaker, Jason Kramer (speaker and date subject to change), Executive Director of NYSHEI. Mr. Kramer will talk about advocacy. Speakers may assign readings. Reading Assignment: ---Fischer, Karin and Stripling, Jack. “An Era of Neglect: How public colleges were crowded out, beaten up, and failed to fight back.” The Chronicle of Higher Education: 7 March 2014: A26—A38. Print. June 9 – Monday (Week 3, Class 6) Due Today: Assignment #5: Reaction Essay Assignment #9A, Speaker Summary Focus: Marketing Fundamentals Guest Speaker, Jeremy Johannesen (speaker and date subject to change), Executive Director of NYLA. Mr. Jeremy Johannesen will talk about advocacy. Speakers may assign readings. Reading Assignment: June 10 – Tuesday (Week 3, Class 7): Due Today: Assignment #6: TDS Telecommunications Grant Application Assignment #7B: Class Discussion: Generations Difference in Giving/Types of Generosity Assignment #8A: Capstone Topic Selection Assignment #9B, Speaker Summary Focus: Marketing Fundamentals Readings Assignment: ---Bachman, Rachel. “College Football’s Practical Alternative.” WSJ 28 September 2012. ---Cohen, Patricia “Descartes Letter Found, Therefore It Is.” NY Times, 25 February ---Perlmutter, David D. “Your College Needs a Brand. Help Create it.” The Chronicle of Higher Education 25 April 2014: A32. Print. ----Roberts, Sam. “A Founding Father’s Books Turns Up.” NY Times, 21 February 2011. Print Temple, Paul. “Branding higher education: illusion or reality.” Perspectives Volume 10 Number 1 (January 2008): 15-19. Print. ---Vega, Tanzina. “Campus Protests Return, but Over Branding.” NY Times, 27 December 2012. Print. ---Wallis, David. “Golden Age of Discovery…Down in the basements.” NY Times 20 March 2014: F2. Print. ---Woo, Stu. “The State of Affairs That is Boise State.” WSJ 19 October 2012. Print. June 12 – Thursday (Week 3, Class 8) Due Today: Assignment #8B, Capstone Project – 1st Draft Focus: Development Work ---Another Word for Marketing Page 7 of 12 Guest Speakers, Janet Gargiulo, M.D. (speaker and date subject to change), President Albany Medical College Alumni Association. Dr. Gargiulo will talk to you about her role as President of the Alumni Association and Laura O’Brien (speaker and date subject to change), Vice President, Development, Albany Medical Center Foundation. Ms. O’Brien will talk to you about foundation work. Reading Assignment: June 16 – Monday, (Week 4, Class 9) Due Today: Assignment #7C, Class Discussion: Friends of the Library Assignment #9C, Speaker Summary Focus: iConnect June 17 – Tuesday, (Week 4, Class 10) Due Today: Assignment #7D, Class Discussion: Current Marketing Trends for Information Organizations Assignment #8C: Capstone Project – 2nd Draft Focus: Review iConnect Drafts –determine preliminary layout June 19, - Thursday, (Week 4, Class 11): Due Today: Assignment #7E, Class Discussion: Electronic Newsletter Assignment #8D: Final copy Capstone draft and iConnect layout finalized Guest Speakers, Carolynn Bennett, Program Assistant for Communications at Southeastern NY Library Resources Council (speaker and date subject to change), Carolynn will talk on electronic newsletter layout and design. Focus: Capstone Project and Wrap-Up Assignments: Assignment #1, due May 29: Presentations (Fundraising Sources) Objective: The purpose of this assignment is to allow you to become familiar with a variety of professional development resources. Each member of the class is responsible for leading a ten to fifteen (10-15) minute discussion on a professional development resource. Resources are randomly selected. What is required: Each student is responsible for how they use their allotted time and on selecting content for presentation. Include in your presentation one or more of the following points: (1) History and Focus; (2) Value (helpfulness) and benefit for those interested in philanthropy work; (3) Access and Costs (if applicable); (4) Other pertinent information that may warrant class attention and (5) Select a recent article appearing in your publication and (a) provide a synopsis of the article and indicate what you found significant about the piece. Page 8 of 12 Evaluation: Students are graded on “What is required” and the quality of the presenters grasp and analysis of the tool; delivery (including clarity), creativity, originality, accuracy, and organization of ideas; and the level of thoughtful evaluation and reflection used in addressing the assignment and answering questions from peers. Assignments 2, 21st Century Trends in Fundraising, due June 2 Students are to find six (6) articles from professional or scholarly journals on how or why fundraising is changing. Seek sources published from 2004 forward. Articles selected must be six pages or more in length. Your annotated bibliography should not exceed four (4) pages in length. Objectives: The purpose of this assignment is threefold: First, to allow student to become familiar with current development trends and issues; Second, to insure students become accustomed to using appropriate professional and scholarly publications; and Lastly, to develop and strengthen student intellectual and research skills and abilities. Be prepared discuss your articles in class. What is required: SEE: Cornell Annotated Bibliography Tutorial: http://olinuris.library.cornell.edu/ref/research/skill28.htm Evaluation: Annotated bibliographies are evaluated on the basis of “What is required:” Each citation should have a descriptive and evaluative paragraph (the annotation). Your annotation is to inform about (1) relevance, (2) accuracy, and (3) quality of the sources you cited. Include a concise annotation that summarizes the central theme and scope of your selection. Include one or more sentences that (a) evaluate the authority or background of the author, (b) comment on the intended audience, (c) compare or contrast this work with another you have cited, or (d) explain how this work illuminates your bibliography topic. Cite your selections first, followed by your annotation, which may be single spaced. Assignment #3, due June 3: Presentations (Fundraising Websites) Objective: The purpose of this assignment is to allow you to become familiar with a variety of professional development websites. Each member of the class is responsible for leading a ten to fifteen (10-15) minute discussion on a professional development websites. Websites are randomly selected. What is required: Each student is responsible for how they use their allotted time and on selecting content for presentation. Include in your presentation one or more of the following points: (1) History and Focus; (2) Value (helpfulness) and Benefit for those interested in philanthropy work; (3) Access and Costs (if applicable); and (4) Other pertinent information that may warrant class attention. Evaluation: Students are graded on “What is required” and the quality of the presenters grasp and analysis of the tool; delivery (including clarity), creativity, originality, accuracy, and Page 9 of 12 organization of ideas; and the level of thoughtful evaluation and reflection used in addressing the assignment and answering questions from peers. Assignment #4: Value of Print Publications, due June 5 Objectives: The purpose of this assignment is to allow you to become more familiar with current marketing (PR) trends. Students are to prepare a five (5) page reaction essay on “Are print publications sill a valuable marketing tool?” What is required: You are to write a brief reaction essay. “Reaction” means do you agree or disagree. (1) Begin your assignment by writing a thesis statement that firmly sets your position regarding the question upfront and how you intend to evaluate the statement; (2) Use examples to support your view; (3) Your opinions in a responsive essay are welcome, but support your opinions to give them validity; and (4) You must use five unique sources, two of which must be from peer reviewed sources. Objectives: This assignment has multiple goals and they are as follows: To formulate personal judgments regarding public relation trends; to learn from others; to compare your observations with readings (required and recommended) and class discussion, and to develop some facility on expressing these judgments clearly, succinctly, and persuasively. Be prepared discuss your essay in class. Assignment #5, Reaction Essay, due June 9 Students are to prepare a five (5) page essay on the following: “Is the practice of public relations any different today than in years past? That’s one of the more frequently asked questions in blog communities, LinkedIn discussion groups and Twitter streams. While changes to our profession continue unabated, would you argue that many of public relations’ core elements remain the same for information organizations?” What is required: You are to write a brief reaction essay. “Reaction” means do you agree or disagree. (1) Begin your assignment by writing a thesis statement that firmly sets your position regarding the question upfront and how you intend to evaluate the statement; (2) Use examples to support your view; (3) Your opinions in a responsive essay are welcome, but support your opinions to give them validity; and (4) You must use five unique sources, two of which must be from peer reviewed sources. Objectives: This assignment has multiple goals and they are as follows: To formulate personal judgments regarding public relation trends; to learn from others; to compare your observations with readings (required and recommended) and class discussion, and to develop some facility on expressing these judgments clearly, succinctly, and persuasively. Be prepared discuss your essay in class. Page 10 of 12 Evaluation: Your essay is evaluated on the basis of “required” elements outlined above, clarity, brevity, ideas developed, sources consulted, organization, originality, and appropriate composition, as in grammar and spelling. Assignment #6 TDS Grant Application, due June 13 Students are to prepare a grant to TDS Telecommunications Corporation, the seventh largest local exchange telephone company in the U.S. Headquartered in Madison, WI. To undertake this assignment you need to learn more about TDS; TDS grant requirements; and review TDS grant guidelines. Objectives: The purpose of this assignment is to allow you to become more familiar with the how to make a grant to a corporate foundation. What is required: Each student is to complete a grant application to TDS Telecommunications. This will require you to compose only a mission statement and narrative request. Evaluation: Your grade is based on your ability to follow the grant guidelines and to prepare a persuasive narrative that demonstrates creativity, originality, accuracy, and organization of ideas; and the level of thoughtful evaluation and reflection used in addressing the assignment. Assignment #7A-B-C-D-E, Reading and Citation, due June 3, 10, 16, 17, and 19 Objective: The purpose of this assignment is to become familiar with current trends and issues in fundraising, marketing and public relations and the publications that regularly report on these topics. On June 3; 10; 16; 17; and 19 each class will begin with thirty minutes of sharing current activities/news events on a variety of fundraising, marketing, and public relation activities as they relate to information agencies and not for profits. Suggested sources for articles include, but are not limited to those listed on page 5 of the syllabus. You should bring to class either a citation on what you plan to discuss or the article itself (or book). Be prepared with one or two meaningful sentences or passages from the article. Share the specific sentences or ideas and explain what you found significant about them. You may use this to agree or disagree with the author, and you need to relate your comment(s) to the focus of the course. Evaluation: Discussion topics, while not graded in themselves, are used in determining the final assessment for the class participation component of the final grade. Assignment #8A-B-C-D, Capstone Project, due: June 10, 12, 17, and 19 The class shall prepare an issue of iConnect, a communication of the Department of Information Studies that is distributed to IST alumni, faculty, friends, and other IST stakeholders. Page 11 of 12 Objectives: This project is designed to provide hands on experience in organizing, publishing, and disseminating a publication over the web. As part of the capstone project the class, acting as a team, will discuss and develop content (articles/photographs/graphs) and design. Goal: The capstone project is designed to assist the department to communicate the successful activities of the IST program, build brand, and expand visibility. Evaluation: All members of the class receive an individual grade for the article they prepare. In addition, this assignment focuses on such principles as building consensus, working collaboratively, and taking shared responsibility. Collaborations, while not graded in themselves, are used in determining the final assessment for the class participation component of the final grade. Each student is expected to prepare a 250 word article on a topic germane to IST and in accordance with the general guidelines established for iConnect: “iConnect is an electronic update sent to UAlbany Department of Information Studies, alumni and friends. It is a publication that provides summaries and links to news, announcements and other information of interest to IST alumni and friends.” Your final copy will be evaluated on the basis of content, clarity, ideas developed, organization, originality, and appropriate composition, as in good grammar and correct spelling, as well as accuracy. Your final copy is submitted in electronic format to my attention with “Final iConnect 2014 Copy” in your subject line. Assignment #9A-B-C, Speaker Summaries: due June 09, 10, and 16 Objective: The purpose of these assignments is a practical exercise to hone your synthesis and thinking skills while enhancing your writing abilities. Required: 1. 2. 3. 4. Students are to hand in a brief two page summary of each guest lecturer’s comments; Resist the temptation to embellish, focus on the main points made by speakers; Do not include any biographical information about the speaker in your summary; Be critical in in your analyses of their remarks Speaker analyses are due the first class following the presentation. Evaluation: Speaker Analysis, while not graded in themselves, are used in determining the final assessment for the class participation component of the final grade. Page 12 of 12