Best Practices in UniversityNonprofit Partnerships December 2012 In this report, Hanover Research reviews best practice literature on university-nonprofit partnerships. We first provide general guidelines for establishing, developing, and evaluating partnerships with nonprofit organizations. We then discuss partnerships with community-based organizations and joint fundraising initiatives between public research universities and their campus Hillel organizations. Hanover Research | January 2013 TABLE OF CONTENTS Introduction and Key Findings .......................................................................................... 4 KEY FINDINGS .............................................................................................................................4 University-Nonprofit Partnerships ....................................................................................4 University-Hillel Fundraising Partnerships.........................................................................5 Section I: Best Practices for University-Nonprofit Collaboration ........................................ 6 ESTABLISHING THE PARTNERSHIP ....................................................................................................6 Carefully Choose a Partner ................................................................................................6 Empower Collaboration Leaders .......................................................................................7 Define the Partnership.......................................................................................................7 Clarify Shared Mission and Goals ......................................................................................9 Divide Responsibilities .......................................................................................................9 Craft a Memorandum of Understanding ...........................................................................9 SUSTAINING THE PARTNERSHIP.....................................................................................................10 Build Trust with the Partner ............................................................................................10 Evaluate the Partnership .................................................................................................11 BARRIERS TO SUCCESSFUL PARTNERSHIPS .......................................................................................11 Section II: University Partnerships with Community Based Organizations........................ 12 VALUE ADDED BY UNIVERSITY VS. COMMUNITY BASED ORGANIZATIONS ..............................................12 FRAMEWORK FOR “AUTHENTIC COMMUNITY-HIGHER EDUCATION PARTNERSHIPS” ................................13 PROFILES OF UNIVERSITY-CBO PARTNERSHIPS ................................................................................14 University of Kansas Midwest Cancer Alliance ................................................................15 Ohio State University + Charles B. Wang Community Health Center .............................16 University of Kentucky + Southeast Kentucky Community Access Program ...................17 UNIVERSITY-COMMUNITY ENGAGEMENT AT METRO UNIVERSITY AT DENVER ........................................19 Center for Urban Connections .........................................................................................19 Family Literacy Program ..................................................................................................19 Section III: Profiles of University-Hillel Fundraising Partnerships ..................................... 21 UNIVERSITY AT ALBANY ..............................................................................................................21 Initiating the Partnership .................................................................................................21 Terms of the Partnership .................................................................................................22 Limitations of the Partnership .........................................................................................22 © 2012 Hanover Research | Academy Administration Practice 2 Hanover Research | January 2013 Benefits of the Partnership ..............................................................................................22 UNIVERSITY OF CONNECTICUT ......................................................................................................22 Initiating the Partnership .................................................................................................23 Terms of the Partnership .................................................................................................23 Limitations of the Partnership .........................................................................................24 Goals for Partnership Enhancement................................................................................24 UNIVERSITY OF OREGON .............................................................................................................24 Endowment vs. Earmarking .............................................................................................25 Benefits of University-Hillel Collaboration ......................................................................25 Reasonable Expectations For a Nonprofit Partner ..........................................................26 Appendix: Sample Memorandum of Understanding ....................................................... 27 MISSION .................................................................................................................................27 PURPOSE AND SCOPE .................................................................................................................27 RESPONSIBILITIES ......................................................................................................................28 TERMS OF UNDERSTANDING ........................................................................................................28 AUTHORIZATION .......................................................................................................................28 © 2012 Hanover Research | Academy Administration Practice 3 Hanover Research | January 2013 INTRODUCTION AND KEY FINDINGS Public research universities are in a position to both serve and benefit from partnerships with nonprofit organizations serving the local and broader community. Cross-sector relationships can diversify university resources and opportunities for students, increase university giving, leverage existing university resources to benefit society, increase the visibility and appeal of the institution to broader groups, and enhance the university’s reputation as an agent of public good.1 On the other hand, university-nonprofit partnerships carry some risks and can demand a significant amount of time, money, and human resources. Hanover Research has created this best practices report to inform the development and maintenance of nonprofit partnerships. The contents of this report are organized into the following sections: Section I provides general guidelines for establishing, developing, and evaluating partnerships with nonprofit organizations. Section II focuses on partnerships with community-based organizations, providing examples of practices in the health and education sectors. Section III offers detailed profiles of fundraising partnerships between public research universities and their campus Hillel organizations, to offer potential models to inform the development and maintenance of such partnerships. KEY FINDINGS UNIVERSITY-NONPROFIT PARTNERSHIPS 1 Memorandum of Understanding - Prospective partners should identify collaboration leaders and clearly define a shared mission and objectives as early as possible. A memorandum of understanding may be created to record and communicate these aspects, as well as the roles and responsibilities of each partner. Joint fundraising arrangements can become problematic very quickly; as such, it is critical to ensure that all facets of the arrangement are clear from the very beginning, and to anticipate potential areas of conflict. Partnership Sustainability – Best practice literature suggests that successful partnerships tend to develop organically over time, rather than in response to grant proposal or other deadlines. Approaching a partnership as a marathon (rather than as a sprint) facilitates strategic planning and goal-setting, the identification of potential problem areas, and the natural development of trust between key Publow, M. and the Compassion Capital Fund. Updated by the National Resource Center in 2010. Partnership Frameworks for Working Together. http://www.acf.hhs.gov/sites/default/files/ocs/partnerships.pdf © 2012 Hanover Research | Academy Administration Practice 4 Hanover Research | January 2013 stakeholders. It is important, furthermore, to consistently evaluate and improve relevant aspects of the partnership. Balance of Power – Sharing control and recognition is common challenge for university-nonprofit partnerships. Since universities often hold more power than a community partner, it is important for institutional leaders not to inappropriately dominate and dictate the terms of collaboration. Respecting, supporting, and responding to the concerns of the nonprofit partner can result in a more successful and sustainable partnership. UNIVERSITY-HILLEL FUNDRAISING PARTNERSHIPS Joint Fundraising Models - Hillel organizations often partner with a university foundation - a separate 501(c)3 distinct from the public institution it supports. Joint fundraising practices Hanover observed include the following: o Earmarking Donations – This model involves the least amount of collaboration, and simply allows donors to direct their university donation (or a portion of their donation) toward Hillel’s account. This structure requires a notification system in which Hillel staff are alerted when a university donation has been earmarked for their organization. Using the university as a middleman allows private donors to avoid Hillel’s “religious organization” label in order to leverage restrictive employer gift matching programs. o Endowment – In this model, Hillel opens an endowment through the university foundation. Donations toward the endowment remain invested, while interest accrued is distributed to Hillel on a quarterly or annual basis. Scholarship funds can also be set up using this approach. o Integrated Fundraising – In this model, Hillel is acknowledged as an official fundraising arm/partner of the university or foundation development office. Hillel staff may be given full or case-by-case access to the university’s donor database. A Hillel representative may be included on some donor meetings, and a consultative relationship may develop wherein Hillel educates development officers about how to court prospective Jewish donors. Cost Sharing – When managing an account for Hillel (or other partner organizations), the university may claim a percentage of incoming donations. An administrative fee of three percent on all donations funneled through the university foundation to Hillel is in place at the University of Connecticut. Once Hillel opens an endowment at University of Oregon, the Oregon Foundation will charge the organization a one percent management fee. © 2012 Hanover Research | Academy Administration Practice 5 Hanover Research | January 2013 SECTION I: BEST PRACTICES FOR UNIVERSITY NONPROFIT C OLLABORATION In Section I, Hanover presents a review of best practice literature on establishing, developing, and evaluating partnerships between nonprofits, with a focus on cross-sector partnerships involving institutions of higher education. We first discuss the importance of clearly defining the terms of the partnership as early into the collaborative process as possible. In many cases this involves drafting a memorandum of understanding or legallybinding contract. Additionally, we highlight the relational elements necessary to build trust and healthy communication patterns between partners, as well as the importance of accountability and evaluation to the growth and improvement of collaborative processes. The section closes with an inventory of common barriers to successful partnerships. Key resources for reference include the following: Partnerships: Frameworks for Working Together – a guidebook in the series Strengthening Nonprofits: A Capacity Builder’s Resource Library;2 The Foundation Center’s nonprofit collaboration resources page;3 Community Campus Partnerships for Health;4 and Mississippi State Department of Health’s “Partnership Tool Kit Resource List.”5 ESTABLISHING THE PARTNERSHIP CAREFULLY CHOOSE A PARTNER A guidebook designed for nonprofit leaders, entitled Partnerships: Frameworks for Working Together, states, “The first step in evaluating a potential partnership is to recognize and agree upon the need.”6 It is important for both universities and nonprofits devote careful consideration to this preliminary stage. Before commitments have been made, stakeholders must weigh the potential benefits and desired outcomes of the proposed partnership, as well as the human and financial resources necessary for the collaboration to be successful. Partnerships can carry significant risk and tend to demand exceptional conflict management from both sides. A Foundation Center article “To Collaborate or Not to Collaborate: Nonprofit Networks and Coalitions” warns: For all of the benefits of collaboration, it's not always the right choice for everyone. Truthfully, collaborating requires a significant amount of time and resources, and 2 Publow, M. and the Compassion Capital Fund. Op. cit., p. 6 “Nonprofit Collaboration Resources.” Foundation Center. http://foundationcenter.org/gainknowledge/collaboration/ 4 Community-Campus Partnerships for Health. http://depts.washington.edu/ccph/index.html 5 “Partnership Tool Kit Resource List.” Mississippi State Department of Health. http://msdh.ms.gov/msdhsite/_static/resources/2767.pdf 6 Publow, M. and the Compassion Capital Fund. Op. cit. 3 © 2012 Hanover Research | Academy Administration Practice 6 Hanover Research | January 2013 you need to think about whether you can realistically afford to devote so much time and so many resources toward collaborative projects.7 Because this early development stage is so critical, successful and sustainable partnerships often develop naturally over time, rather than in response to imminent programmatic or grant proposal deadlines. According to Dr. Sarena Seifer, Executive Director of CommunityCampus Partnerships for Health (CCPH), “When the partnership develops as a result of genuine needs, and not just because of a grant, the “It’s much better to solidify likelihood of sustaining the relationship over the long 8 the relationship and define term is so much greater.” The mission of the your own mission first, rather partnership, she notes, should be an organic than let the funding drive response to the needs and objectives of each what you’re doing.” organization. “It’s much better to solidify the relationship and define your own mission first, rather than let the funding drive what you’re doing.”9 EMPOWER COLLABORATION LEADERS Once partners have agreed to work together, they must define the terms of the arrangement. Initially, leaders of the collaboration must be identified within each organization. Selected decision-makers should be respected and empowered by their own organization and trusted by the partner organization.10 Leaders will need to be skilled in conflict management, communication, and building consensus. Their first order of business will be to negotiate the terms of the proposed partnerships. DEFINE THE PARTNERSHIP The literature on university-nonprofit collaboration emphasizes the importance of designing a clear plan of action which serves the interests of both parties and allows for adaptation throughout the course of the partnership. In its Nonprofit Collaboration Database, the Foundation Center provides a collaboration summary for each partnership. We highlight 10 of the 18 characteristics especially relevant to consider when initiating a new partnership, using the case of Metro State Family Literacy Center as an example. While some descriptions of the partnership are rather vague in nature, they provide a basic framework for consideration:11 7 “To Collaborate or Not to Collaborate: Nonprofit Networks and Coalitions.” June 1, 2011. Blog post from: Philanthropy Front and Center – New York. Foundation Center. http://newyorkblog.foundationcenter.org/2011/06/to-collaborate-or-not-to-collaborate-nonprofit-networks-andcoalitions.html 8 Minkler, M. March, 2003. “Bending the Ivory Tower: Communities, Health, Departments and Academia.” Community-Based Public Health Policy and Practice, Issue 7, p. 4. http://depts.washington.edu/ccph/pdf_files/pph.pdf 9 Ibid., p. 4. 10 Publow, M. and the Compassion Capital Fund. Op. cit. 11 Bullet points taken nearly verbatim from “Metropolitan State Family Literacy Center.” Foundation Center. http://collaboration.foundationcenter.org/search/detail.php?id=4177 © 2012 Hanover Research | Academy Administration Practice 7 Hanover Research | January 2013 Example Collaboration Summary (Metro State Family Literacy Center) Identify all partners o Metro State University Foundation, Family Literacy Center, Denver, CO o Denver Public Schools, Extended Learning Department, Denver, CO Determine the type of collaboration o Administrative consolidation & joint programming through a contract/ agreement and the creation of a new organization Designate the geographic scope o City (Denver) Clarify the focus of the collaboration o Education Isolate the populations served through the collaboration o Economically disadvantaged families, children, and youth Clarify joint goals and community impact pursued by the partnership o Address unmet and/or escalating community need o Expand reach and/or range of services / programs o Serve more and/or different clients / audiences / organizations Acknowledge the circumstances prompting the collaboration o Advance a shared goal o Respond to a community need o High/increasing costs Clarify the management or reporting structure o Manager(s) employed by one partner but reporting to both partners Identify challenges and potential obstacles o Raising funds or integrating fund development to support the collaboration o Addressing lack of staff or allocation of staff resources o Retaining staff or staff departures o Costs of collaboration Highlight the resulting organizational efficiencies o Financial savings through shared development function and the consolidation of management/administration o Fund development through access to new/more sources of funding o Shared and/or improved human resources, training, and professional development © 2012 Hanover Research | Academy Administration Practice 8 Hanover Research | January 2013 CLARIFY SHARED MISSION AND GOALS As the above list suggests, partners must decide upon the joint mission and goals intended through the collaboration. The resulting rationale should highlight a shared vision which includes objectives important to both partners and lead to “improved coordination of policies, programs, and service delivery, and, ultimately, better outcomes.”12 Because most partnerships are not mergers, it is important to acknowledge and affirm autonomy and distinct roles for each partner. The process of blending and communicating the shared purposes should allow for “separate organizational aims and objectives and their connection to jointly agreed aims and objectives.”13 DIVIDE RESPONSIBILITIES With key leaders in place, the basic features of the collaboration established, and the shared vision and objectives agreed upon, it is time to get down to the nuts and bolts of the partnership. At the broad level, partners should assess and cultivate awareness of the various types of resources each organization brings to the collaboration. Based on this shared information, roles and responsibilities should be clearly delineated, distinguishing between individual and joint responsibilities. These structures should be organized with an appropriate balance of power and participation among members. Accountability structures should also be established, with a focus on “process and outcomes, not structure and inputs.”14 CRAFT A MEMORANDUM OF UNDERSTANDING Once the basic building blocks of the partnership have been selected, it can be useful to establish of a formal written agreement or Memorandum of Understanding (MOU). An MOU should clearly and concisely “outline the goals, expectations, and duties involved in the collaboration.”15 We include a sample MOU template recommended by the Foundation Center in the report appendix. In the case of a significant joint venture or merger, partners may decide to make a more official commitment and draw up a legally binding contract. In either case, the resulting document may reflect any or all of the features shown in Figure 1.1. 12 Publow, M. and the Compassion Capital Fund. Op. cit., p. 5. Ibid., p. 7. 14 Ibid., p. 8. 15 “Developing a Contract or Written Agreement for your Nonprofit Collaboration.” Blog post from: Philanthropy Front and Center – New York. Foundation Center. http://newyorkblog.foundationcenter.org/2012/04/developinga-contract-or-written-agreement-for-your-nonprofit-collaboration.html 13 © 2012 Hanover Research | Academy Administration Practice 9 Hanover Research | January 2013 Figure 1.1: Key Components of an MOU16,17 Mission and Goals of Partnership Include both partners’ aims and expectations for the collaboration and establish why these aims will be best accomplished through a joint endeavor. This section is intended to “cement the commitment of each group to the pursuit of the 18 common goal.” Timetable for the Collaboration The MOU should specify the intended length of time for collaboration. Clarify whether the partnership is expected to be a permanent alliance, a short term collaboration to meet a certain goal, or as yet undetermined. Finances In cases of joint fundraising, include a description of how donations will collected and transferred between the partners or toward a shared account. In the case of a shared account, determine how collected donations will be used. Also consider a publicity plan for raising donor awareness about the partnership. Division of Control and Responsibility List partners’ specific responsibilities (as well as those shared by both) and highlight the value added by each participant. A statement on shared risk, materials, and/or personnel may also be relevant. Note which partner will take the lead in certain areas and the level of control each group will have. Note: not all partnerships need to be a 50/50 split. Official Contact(s) Designate a management team or an official point person from each unit to coordinate the collaboration. Ensure that each partner knows who to contact as needed, and make sure to update this aspect in cases of employee turnover. Accountability An MOU may include a plan to measure the success of the partnership and identify areas of potential improvement. Note each partner’s responsibility for evaluation and monitoring, schedule points for review of the collaboration, and consider circumstances for terminating the relationship. SUSTAINING THE PARTNERSHIP BUILD TRUST WITH THE PARTNER Partnerships are unlikely to succeed if participants do not trust their counterparts in the collaborating organization. Therefore, leaders should strive to cultivate mutually beneficial relationships characterized by respect, responsiveness, fairness, and genuineness. The terms of the partnership should afford equal status to both partners and “equal” (or otherwise appropriate) “distribution of partnership benefits or gains,” including credit for accomplishments.19 Commitment to support the arrangement should be expressed by senior level leaders (i.e. directors, members, and trustees) in all participating organizations by the time the partnership is operational.20 Decision-making processes should incorporate all partners and be characterized by transparency, flexibility, and a spirit of cooperation. This requires that participants develop open lines of communication with key point people in each organization. According to CCPH, a good partner makes “an ongoing priority to listen to each need, develop a common 16 Ibid. Partnership Perspectives. Community-Campus Partnerships for Health. 18 “Developing a Contract or Written Agreement for your Nonprofit Collaboration.” Op. cit. 19 Publow, M. and the Compassion Capital Fund. Op. cit., p. 7. 20 Ibid. 17 © 2012 Hanover Research | Academy Administration Practice 10 Hanover Research | January 2013 language, and validate/clarify the meaning of terms. If a partnership is going to succeed in the area of communication, strong feedback loops are required.”21 EVALUATE THE PARTNERSHIP It is important to build accountability structures into a partnership plan to in order to measure intended outcomes and identify areas in need of improvement. As Figure 1.1 notes, these structures should include regularly scheduled reviews, and should clarify each partner’s role in monitoring performance. Guided by “the goal of continuously improving the partnership and its outcomes,” a partnership can develop in ways that increase and expand the benefits of collaboration over time.22 According to Partnerships: Frameworks for Working Together: Investing in partner skills, knowledge, and competence needs to be highly valued within the partnership. This open mindset and spirit of facilitation creates opportunities to shape each other’s work and learn together. In this environment, members can more effectively reflect on both developmental successes and failures.23 BARRIERS TO SUCCESSFUL PARTNERSHIPS Throughout the process of initiating, establishing, and developing a university-nonprofit partnership, it is best to anticipate and mitigate potential problem areas. The following is a list of common barriers to partnering with nonprofit organizations. Collaboration leaders should be proactive in their efforts to avoid these pitfalls:24 Joint mission fails to inspire stakeholders and/or fails to include key interests; Irreconcilable differences in work style, philosophy, and/or leadership approach among partners; Failure to evaluate the partnership throughout the collaboration and/or improve areas of weakness; Unequal balance of power in which one partner manipulates or dominates, partners compete for the lead, or suspicion of hidden agendas develops; Lack of commitment and/or support from key people or partner organizations with ultimate decision-making power; and Costs outweigh benefits of the partnership, whether financial or non-monetary (i.e. time, human resources, organizational reputation). Lack of clarity/understanding of purpose, communication, and/or division of responsibility responsibilities; 21 Minkler, M. Op. cit., p. 2. “Developing a Contract or Written Agreement for your Nonprofit Collaboration.” Op. cit. 23 Publow, M. and the Compassion Capital Fund. Op. cit., p. 5. 24 Bullet points condensed from Ibid., p. 5. 22 © 2012 Hanover Research | Academy Administration Practice 11 Hanover Research | January 2013 SECTION II: U NIVERSITY PARTNERSHIPS WITH COMMUNITY BASED ORGANIZATIONS In this section, we discuss partnerships between institutions of higher education and community-based organizations (CBOs). A CBO is a public or private nonprofit organization which is designed to meet “human, educational, environmental, or public safety” needs within a specific community.25 According to Community-Campus Partnerships for Health (CCPH), “Bringing together the wisdom and lived expertise of community members with the theoretical and research-oriented expertise of academics, community-higher education partnerships have great potential as agents of social change.”26 VALUE ADDED BY UNIVERSITY VS. COMMUNITY BASED ORGANIZATIONS The value added by the university depends on the type of project being undertaken, as well as the units participating. For example, a partnership was formed between the Jim Joseph Foundation, Citizen Film, and Columbia University to develop the New Media in Jewish Studies Collaborative. The University’s participation was mainly through (1) the Center for New Media in Teaching and Learning and (2) the Institute for Israel and Jewish Studies. Because of the nature of this partnership, academic consulting and subject area expertise were likely among the University’s major contributions.27 On the other hand, partnerships between the universities profiled in Section III of this report and their campus Hillel organizations “Bringing together the wisdom are more likely to utilize the institution’s and lived expertise of community development office, alumni relations, and members with the theoretical possibly communications department. and research-oriented expertise of academics, community-higher The value added by community partners also education partnerships have varies based on the nature of the organization and great potential as agents of the project focus. However, common benefits of social change.” working with a CBO include more nimble community access and the potential for communicating with, marketing to, and gaining the participation of a different population (and possibly geographic area). Community partners often provide practical and logistical expertise, which comes from operating programs within the area of focus. This type of local wisdom and experience can balance negative impressions of the ‘Ivory Tower’ of academia as being overly intellectual and detached from the real world.28 25 “Community Based Organization Defined.” National Network of Libraries of Medicine Southeast/Atlantic Region. http://nnlm.gov/sea/funding/cbodef.html 26 “Community Partner Summit.” Community-Campus Partnerships for Health. http://depts.washington.edu/ccph/cps-summit.html 27 “Columbia University – New Media in Jewish Studies Collaborative.” September 5, 2012. Jim Joseph Foundation. http://jimjosephfoundation.org/featured/columbia-university-new-media-in-jewish-studies-collaborative/ 28 Minkler, M. Op. cit. © 2012 Hanover Research | Academy Administration Practice 12 Hanover Research | January 2013 Figure 2.1 highlights these and several other types of contributions commonly added by a university partner in comparison with those provided by a nonprofit partner. Figure 2.1: Potential Contributions by Universities and Nonprofits29 Potential University Contributions Human Resources Faculty and staff can serve as consultants, facilitators and board members, or provide technical skills. Facilities Conference rooms or meeting space, dormitories or recreation enters can be opened to CBOs. Equipment/ Technology Donations of used equipment, assistance with technical support or Internet access. Policy and Advocacy Academic institutions and the “evidence” they can create through their research, or assemble and analyze through literature reviews, can lend credibility and provide connections to policymakers and funders. Potential Nonprofit Contributions Community groups often know the best places to distribute flyers, post signs and otherwise get the word out about Publicity meetings or research efforts. They also can mobilize numbers to get the attention of local elected representatives in ways that academic partners can’t. Communities can provide indigenous interpreters, tips on appropriate wording Cultural and Linguistic of illustrative examples, whom to approach Competency first in a community, so that social traditions may be respected and so on. Community representatives can serve on various boards, especially those that Membership on Academic develop guidelines for the academic Advisory Boards and institution’s relationship with its Committees neighbors. Community representatives can provide invaluable assistance when serving on scholarship and awards committees. Experience and Perspective Community residents contribute perspectives based on experience that can complement academic research and deepen the understanding of the health consequences of community life. Source: Minkler, M. March, 2003. “Bending the Ivory Tower: Communities, Health, Departments and Academia.” Community-Based Public Health Policy and Practice. FRAMEWORK FOR “AUTHENTIC COMMUNITY-HIGHER EDUCATION PARTNERSHIPS” It is important for both partners to recognize and keep in mind the contributions they are able to bring to a partnership, as well as those of their partner organization. Partners that actively value each other are less likely to fall into irreparable discord. According to CCPH, a commitment to operating practices which support respect and healthy communication among partners should define any university-nonprofit partnership from the beginning. Participants in the 2006 CCPH Community Partner Summit developed the following framework for creating “authentic community-higher education partnerships”: 29 Quality processes that are relationship focused; open, honest and respectful; trustbuilding; acknowledging of history; committed to mutual learning and sharing credit. Bullet points taken nearly verbatim from Minkler, M. Op. cit., p. 5. © 2012 Hanover Research | Academy Administration Practice 13 Hanover Research | January 2013 Meaningful outcomes which are tangible and relevant to communities. For example: eliminating health disparities, affordable housing, education and economic development. Transformation at multiple levels, including: o Personal transformation, including self-reflection and heightened political consciousness; o Institutional transformation, including changing policies and systems; o Community transformation, including community capacity building; o Transformation of science and knowledge, including how knowledge is generated, used and valued and what constitutes “evidence;” and o Political transformation, including social justice.30 While this framework is designed for general campus-community partnerships, CCPH suggests several specific applications. One application is the development of communitybased service learning opportunities for students. For-credit service learning courses typically pair in-class or independent preparation and learning with structured community service in the field.31 This model can be used at the undergraduate or graduate level. Community-based participatory research (CBPR), on the other hand, is more likely to involve faculty and graduate students. According to the WK Kellogg Foundation Community Health Scholars Program, CBPR is a: 32 Collaborative approach to research that equitably involves all partners in the research process and recognizes the unique strengths that each brings. CBPR begins with a research topic of importance to the community, has the aim of combining knowledge with action and achieving social change to improve health outcomes and eliminate health disparities. This definition highlights the value of CBPR in public health research – a model for which many private foundations and public funding agencies have expressed considerable interest. 33 Nevertheless, CBPR may also be focused on other subject areas, such as education for example. PROFILES OF UNIVERSITY-CBO PARTNERSHIPS In this subsection, we highlight three partnerships between public universities and healthcare-related nonprofit partners: University of Kansas Midwest Cancer Alliance Ohio State University + Charles B. Wang Community Health Center 30 Bullet points taken verbatim from “Community Partner Summit.” Op. cit. “Service-Learning.” Community-Campus Partnerships for Health. Downloaded from: http://www.ccph.info/ 32 “Community Track.” Kellogg Health Scholars. http://www.kellogghealthscholars.org/about/community.cfm 33 Ibid. 31 © 2012 Hanover Research | Academy Administration Practice 14 Hanover Research | January 2013 University of Kentucky + Southeast Kentucky Community Access Program UNIVERSITY OF KANSAS MIDWEST CANCER ALLIANCE34 Hanover spoke with Stephanie Grinage, Vice President for Medical Development at the University of Kansas (KU) Endowment, about the relationship between the KU Cancer Center and community hospitals throughout the state of Kansas and southwest Missouri. These relationships exist in the context of the Midwest Cancer Alliance, which was launched through the KU Cancer Center in 2007. The membership fee for community hospitals to participate in the Alliance is $50,000. Benefits include participation in clinical trials, continuing education for cancer providers, and a myriad of other services and opportunities tailored to the needs of the member through the KU Cancer Center. KU, through the Alliance, partners with community hospitals in development planning and fundraising initiatives. Currently, a regional development director works with the CEO or development office of a participating hospital to identify joint fundraising opportunities and tap connections in their various networks. The focus tends to be on public relations rather than marketing, and local newspapers are often willing to write a story of an upcoming Alliance event or initiative. A major focus of joint fundraising has been centered on raising the $50,000 necessary for a community hospital to become a member. Often this has involved KU alumni in the region who are prepared to donate time and money and champion their local hospital becoming a member of the Alliance. The Alliance is currently in the process of developing a statewide fundraising partnership which will feature at least one community advocate in each community. Grinage notes that the team has been forced to be very creative as they develop strategies for fundraising and outreach, as the budget for these activities is very limited – both through the KU Cancer Center and the partner organizations. Grinage notes that joint fundraising arrangements can become problematic very quickly, and that as such, it is critical to ensure that all facets of the arrangement are clear from the very beginning, and anticipate potential conflict areas. She offers the following recommendations: 34 Partners should determine together the highest priorities for fundraising, and then determine how funds should flow in order to best meet those priorities (i.e., donations could be directed toward to the university, foundation, cancer center, community hospital, etc.). Partners should define clear roles and responsibilities, seek to create a highly collaborative environment, and avoid making assumptions. Grinage, Stephanie. Vice President for Medical Development. University of Kansas Endowment. Telephone interview. November 28, 2012. © 2012 Hanover Research | Academy Administration Practice 15 Hanover Research | January 2013 Development officers should be open minded and be willing to try unconventional approaches, understanding that while there may be some level of competition involved this is ultimately a mutually beneficial, win/win partnership. Grateful patient fundraising can be especially tricky as partners negotiate who “owns the patient.” Communication with each other and the donor is critical. Partners should expect to experience conflict at some point over how/where to direct a donation, and seek to reach consensus in advance by planning for all possible scenarios. OHIO STATE UNIVERSITY + CHARLES B. WANG COMMUNITY HEALTH CENTER35 This case study focuses on a partnership between Ohio State University and the Charles B. Wang Community Health Center (CBWCHC), a nonprofit organization serving the Asian American community in New York City through “comprehensive primary care, mental health, sub-specialty care, health education and social services.”36 The primary partners also collaborated with the Asian American Network for Cancer Awareness, Research and Training. The partnership was initiated by OSU in 2001, and the University led the first grant application. Funding was secured from the American Legacy Foundation to design and administer a “culturally sensitive provider-led smoking cessation program geared toward Chinese Americans in the NYC Metropolitan area.” 37 Roughly 800 Chinese American households participated in the project. Unfortunately, the CBWCHC faced some difficulties priorities with the University. CBWCHC wanted to use funding first and foremost to “serve their clients and to help people to quit smoking.”38 Researchers from OSU, on the other hand, were highly concerned with creating a research design that would “generate publishable data.” After the completion of this first project, the Health Center took the lead in applying for a grant to fund a second collaborative project: “New York’s Chinese American Tobacco Control Initiative.” This time the CBWCHC was able to use the majority of the funding for Center resources and infrastructure, while still allocating 25 percent of the award to OSU “for project evaluation and consultation.”39 This was less than the academic researchers had initially hoped for, but an agreement was reached. Strengths of this university-CBO partnership and lessons learned through the collaboration are presented in Figure 2.2, below. 35 Kwong, K. “The Charles B. Wang Community Health Center and Ohio State University: Successes, Lessons, and Compromises.” Achieving the Promise of Authentic Community-Higher Education Partnerships: Community Case Stories, pp. 28-30. http://depts.washington.edu/ccph/pdf_files/CPS-Casestories.pdf 36 Ibid., p. 28. 37 Ibid., p. 28. 38 Ibid., p. 28. 39 Ibid., p. 28. © 2012 Hanover Research | Academy Administration Practice 16 Hanover Research | January 2013 Figure 2.2: Charles B. Wang Community Health Center and OSU Partnership40 Area Shared Mission and Power Strengths of the Partnership Both groups shared the same goal of reducing smoking rates of Chinese American smokers and recognized that each entity has its unique contribution to achieve the goal. Lessons Learned Having more control of components such as funding allotment help to ensure that community partners get sufficient resources when they are shouldering most of the work. Compromise Leadership Community and academic partners had to struggle with one another to articulate goals and reach compromises that took into account their differing viewpoints. Both groups had a “champion” who was willing to do the work to bridge the gaps between the groups. There is a difference in the culture, philosophy, and priority focus of academic research institutions and community based organizations. It is important to compromise on issues such as funding allotment and research design structure in order for each partner to meet their needs. Discussions about data ownership and publication need to take place beforehand, not after data is collected. It is beneficial to have a champion amongst a group of academic collaborators, or a person who works closely with colleagues in the community based organization to drive the project and is committed to some of the same goals and health outcomes as the community partners. Source: Kenny Kwong, Director of Research & Evaluation, Charles B. Wang Community Health Center UNIVERSITY OF KENTUCKY + SOUTHEAST KENTUCKY COMMUNITY ACCESS PROGRAM SKYCAP is the acronym used to refer to a partnership between the University of Kentucky (UK) and two nonprofit partners: Harlan Countians for a Healthy Community (HCHC) and Hazard Perry County Community Ministries (HPCCM). The mission of this partnership was “to enhance the health and well being of the uninsured and underinsured.”41 While the community service outcomes of this collaboration were undeniable, with case management and referral services provided for over 13,000 clients and close to $7.5 million in medications accessed on the behalf of clients, the three partners found it difficult to work together as a team. The group was originally brought together when the two community organizations decided that, instead of filing separate and competing grant applications, it would be more beneficial to file a joint federal grant application with the University acting as fiscal agent and project evaluator. The UK Center for Rural Health helped to orchestrate this assembly. Unfortunately, disputes ensued quickly over a variety of matters, including the following: 40 41 Which agency had more claim to SKYCAP program “ownership”? Who should receive and take credit for national awards given to SKYCAP? Taken nearly verbatim from Ibid., p. 29. Roll, G. “The SKYCAP Story.” Achieving the Promise of Authentic Community-Higher Education Partnerships: Community Case Stories, pp. 4-6, p. 4. Downloaded from: http://www.ccph.info/ © 2012 Hanover Research | Academy Administration Practice 17 Hanover Research | January 2013 Which partner should take the lead on grant writing? What criteria should be used in the selection of a program director? How should grant funds be distributed among the partners? Namely, is UK’s 26 percent share for administering the grant fair and does it benefit the community? After four years, federal funding for SKYCAP ended, and the group had identified no alternate avenues for financing program operations. At that point the partnership between the nonprofit organizations and the University ended. Gerry Roll, Executive Director of HPCCM, claims that, although the SKYCAP collaboration “was extremely painful at times… any project that brings together a community of partners is worthwhile.”42 He offers the following key lessons from the successes and failures of SKYCAP: 42 43 Establish a Strong Foundation for the Partnership - More energy should have been invested in the partnership itself. Matters such as contract compliance and IRB should be discussed fully during the formation of the partnership and continually through the duration of the program. Facilitate Communication and Conflict Management - SKYCAP’s steering committee should have met regularly so each partner could articulate how it saw the individual or collaborative mission shifting. The partnership needed some third party intervention once it became apparent that the conflict among the parties was damaging the program and any hope of credible research. There should have been an honest dialogue, without fear of repercussion. Prioritize Strategic Planning - There should have been a more organized approach to sustaining the program after federal funding expired. Once SKYCAP began receiving national attention, the University should have assigned a researcher to begin analyzing the data. Various partners reported outcomes that were not really based in fact. Problems with the commercial database complicated the university's ability to analyze and collect information that might have informed public policy and better demonstrated the effectiveness of the interventions. Support and Recognize the Community Partner - The University partner should stay focused on the community, since the wisdom of the program ideally comes from that community. The University should make administrative processes less burdensome for community-based groups, and aggressively seek waivers or other accommodations to minimize indirect costs. The University should also make a concerted effort to recognize and give credit to community partners (including specific individuals) for the collective accomplishments – particularly in cases in which awards are received.43 Ibid., p. 5. Bullet points taken nearly verbatim, but re-organized, from Ibid., p. 5. © 2012 Hanover Research | Academy Administration Practice 18 Hanover Research | January 2013 UNIVERSITY-COMMUNITY ENGAGEMENT AT METRO UNIVERSITY AT DENVER Metropolitan State University of Denver provides a unique alternative approach to the other community partnerships discussed in this section. The University’s 2012-2017 strategic plan includes four “strategic themes,” the second of which is of interest to this report: Student and Academic Success Community Engagement and Regional Stewardship Institutional Culture Institutional Resources Metro State’s plan for “Community Engagement and Regional Stewardship” is the result of President Stephen Jordan’s vision for the University “be recognized as Colorado’s urban land grant university, a university that will transform Colorado’s and the Rocky Mountain region’s urban communities.”44 In 2008, Dr. Jordan’s vision led to the development of the Civic Engagement/Urban Land Grant task force. Through the efforts of faculty, staff, and students, the MSU Denver community has researched, proposed, and implemented various models of community engagement. In 2009, the MSU Denver Center for Urban Connections was launched.45 CENTER FOR URBAN CONNECTIONS The Center for Urban Connections now maintains community partnerships with at least 15 CBOs, and provides students with opportunities for service learning and volunteering. Partnering nonprofits include a refugee resettlement organization called African, a “culturally competent” health care service provider called Clinica Tepeyac, and a drop-in center for homeless women and children called The Gathering Place.46 The Center is staffed by a programming coordinator and three student employees.47 FAMILY LITERACY PROGRAM Dating back to 1994, before the recently energized focus on community partnerships, the Metropolitan State University of Denver’s Family Literacy Program has been functioning like a nonprofit housed in and supported by the University.48,49 Although the Program 44 Metropolitan State University of Denver. April 5, 2012. “A Time of Transformation – 2012-17 Strategic Plan.” http://www.mscd.edu/~collcom/@metro/docs/StrategicPlan04-9-12_1-10.pdf 45 Center for Urban Connections. “History and Mission. Center for Urban Connections.” Metropolitan State University of Denver. http://www.mscd.edu/urbanconnect/historymissions/#.ULYS4eR0Ot1 46 Center for Urban Connections. “Community Partnerships.” Metropolitan State University of Denver. http://www.mscd.edu/urbanconnect/partnerships/#.ULbi8OR0Ot0 47 Center for Urban Connections. “Contact Us.” Metropolitan State University of Denver. http://www.mscd.edu/urbanconnect/contactus/#.ULYXLOR0Ot0 48 “Family Literacy Program.” Metropolitan State University of Denver. http://www.mscd.edu/flp/#.ULYNcuR0Ot0 © 2012 Hanover Research | Academy Administration Practice 19 Hanover Research | January 2013 operates like a nonprofit and serves children and families rather than University students, program leaders have elected to remain under the umbrella of the University rather than pursue 501(c)3 status. While the program benefits from access to some University services and materials, Metro State’s strategic plan for community engagement is advanced through the work and exposure of the Family Literacy Program. The Family Literacy Program has developed four intergenerational and “comprehensive home- and school-based literacy programs” through partnerships with a number of nonprofits. Unfortunately, due to some territorialism among nonprofit development teams, these are strictly programming and not fundraising collaborations. Partner organizations include the Spring Institute for Intercultural Learning, Denver Urban Gardens, Community Computer Connection, The Learning Source, and Mother Read. Through collaboration with these nonprofits and the Denver Public School District, the Family Literacy Programs operates the following four programs: Parents as Teachers (PAT) Home Visit Program Family Focused Early Childhood Education Families Learning Together program in four Denver public elementary schools GED program in Spanish50 Hanover spoke with Susan Cotton, the Family Literacy Program’s Adult and Family Education Coordinator, about the Program’s relationship with the University. She offered the details shown in Figure 2.3, on the next page. Figure 2.3: Benefits/Challenges of Family Literacy Program-MSU Denver Partnership Area Staff Payroll University Supports Metro State’s payroll department cuts checks for Family Literacy Program staff, but salaries are not paid for by the University. Program Challenges The Program receives no monetary support from the University. Development The Family Literacy Program receives assistance from the Office of Development, including grant writing support. Money donated and grants awarded to the Program are administered through the MSU Denver Foundation. The University does not allow the Program to apply for private foundation grants that other units are already applying for. This limitation can be frustrating, though no restrictions are placed on federal grants. IT University IT services, software, and materials are available to Program staff. - Campus Collaboration The Department of Teacher Education sometimes provides the Program with volunteers. Cotton would like to have a richer partnership with colleagues and departments across campus, but institutional politics and the Program’s low profile prevent this. Source: Cotton, Susan. 49 Cotton, Susan. Adult and Family Education Coordinator. Family Literacy Program. Metropolitan State University of Denver. 50 “Family Literacy Program.” Op. cit. © 2012 Hanover Research | Academy Administration Practice 20 Hanover Research | January 2013 SECTION III: P ROFILES OF UNIVERSITY -HILLEL FUNDRAISING PARTNERSHIPS In Section III, Hanover profiles fundraising partnerships between three public research universities and their campus Hillel organizations: University of Albany University of Connecticut University of Oregon Although no university foundation or development office contacts responded to Hanover’s primary research inquiry, our contacts at these Hillel offices were able to offer detailed descriptions of their fundraising partnerships with the universities. UNIVERSITY AT ALBANY51 Hanover spoke with Rabbi Nomi Manon, Executive Director at University at Albany Hillel. Manon also serves as part-time faculty member for the College of Arts and Sciences Judaic Studies Program. During our conversation, Manon explained the partnership between Hillel and University at Albany as one with clear financial benefits to Hillel but untapped potential for joint fundraising campaigns and programming collaboration. INITIATING THE PARTNERSHIP A formal fundraising partnership was launched in 2010 after a considerable amount of outreach to the University at Albany Foundation by Hillel staff. Initial contact was prompted by a long-time donor whose employer offered a matching donations program, but was not willing to direct funds toward a religious organization. Hillel was interested in setting up a relationship with the University through which an individual’s donation, as well as his or her employer’s matching donation, could be directed toward the University at Albany Foundation and earmarked specifically for Hillel. Unfortunately, two years of attempts to engineer a joint fundraising partnership with the university were met with lukewarm responses. Eventually, Manon reached a turning point with the assistance of a Hillel board member who has been a significant donor to the university. This donor requested a meeting with the University at Albany Foundation director, to which Manon accompanied her. The women explained the proposal, and were met with a positive feedback. Manon notes, hearing the donor’s perspective on why this type of university-Hillel collaboration would be attractive to prospective Jewish donors helped the Foundation to move forward with the agreement. 51 Manon, Nomi. Executive Director of Hillel. University at Albany. Telephone interview. November 16, 2012. © 2012 Hanover Research | Academy Administration Practice 21 Hanover Research | January 2013 TERMS OF THE PARTNERSHIP Since then, the University at Albany Foundation has set up a university account for Hillel, into which University donations earmarked for Hillel are deposited. In such cases, gift receipts are provided to donors by the university. Hillel reports the income as it is redirected toward The most significant financial the organization. According to Manon, the most benefit of this partnership is significant financial benefit of this partnership is the the ability for employerability for employer-matched donations to be matched donations to be directed toward Hillel through the university. directed toward Hillel through the University. In addition, development staff members now share Hillel literature during meetings with Jewish donors, apprising them of the option to earmark University donations (or a percentage of donations) for Hillel. This aspect gives the nonprofit the opportunity to reach potential Hillel donors they may never have come into contact with otherwise. Hillel’s contact at the Foundation, VP for University Development Michael Boots, then regularly emails Manon the amount of each new donation earmarked for Hillel. Donor identity is not shared with Hillel. LIMITATIONS OF THE PARTNERSHIP Other than this transactional relationship, no joint fundraising initiatives have been planned with the The two partners have decided University at Albany Foundation or University not to share donor database Development. Manon notes, “Finances can be access. On occasion, however, touchy. Development doesn’t want to give up Manon requests background potential income for the university.” The two information on a Hillel donor. partners have decided not to share donor database access. On occasion, however, Manon will request some background information on a Hillel donor – household income or value of the donor’s home, for example. This type of demographic information is usually made available to Manon, though donation history is kept private. BENEFITS OF THE PARTNERSHIP Overall, Manon suggests that a joint fundraising partnership between Hillel and the host institution is valuable for both parties. “It is important for Jewish donors to know great stuff is going on for Jewish students on-campus,” she adds. Support and validation of the work being done by Hillel on campus improves the University’s image in the eyes of potential Jewish donors. UNIVERSITY OF CONNECTICUT52 Hanover spoke with Gary Wolff, Executive Director of Hillel at the University of Connecticut (UConn). Wolff explains that the joint fundraising between Hillel and the University of 52 Wolff, Gary. Executive Director of Hillel. University of Connecticut. Telephone interview. November 26, 2012. © 2012 Hanover Research | Academy Administration Practice 22 Hanover Research | January 2013 Connecticut Foundation benefits both partners financially, though bureaucratic and political barriers have prevented the level of trust and cooperation Wolff would like to see develop. INITIATING THE PARTNERSHIP The fundraising partnership between UConn Hillel and the University of Connecticut began with the 2005-2006 academic year. Hillel’s capital campaign to build the Trachten-Zachs Hillel building, finished in 2010, was the catalyst which brought the two partners together. At this time, the University of Connecticut Foundation set up a special account for Hillel, giving donors the option of earmarking funds be used for the Hillel capital fund. The partnership gave the Foundation an opportunity to take credit for a large influx of funding for Hillel at a critical time, while simultaneously giving Hillel greater visibility and validation among donors. Figure 3.1, below, shows a screenshot of the University of Connecticut Foundation’s online giving webpage, which allows donors to direct funds toward Hillel. Figure 3.1: University of Connecticut Foundation Online Giving, Hillel Fund Gift Designation53 Source: University of Connecticut Foundation TERMS OF THE PARTNERSHIP An MOU between the two parties established that 3 percent of each Hillel donation would be directed toward the University of Connecticut Foundation to offset associated administrative costs. Additionally, all donations sent directly to Hillel would be re-routed to Hillel’s University of Connecticut Foundation account and be recognized as monies raised through the Foundation. A weekly report of all University donations earmarked for Hillel is sent to Wolff’s office, and gift receipts and thank you letters are sent by both the University Foundation and Hillel. The MOU between Hillel and the University of Connecticut Foundation establishes that donations received through the Foundation cannot be used for Hillel’s operating costs, including staff member salaries. While the joint fundraising 53 “Gift Information.” The University of Connecticut Foundation. https://secure3.convio.net/ucfdn/site/Donation2?idb=0&df_id=1351&1351.donation=form1&JServSessionIdr004 =hid4nm2342.app332b © 2012 Hanover Research | Academy Administration Practice 23 Hanover Research | January 2013 arrangement was originally set up to fund Hillel’s capital campaign, the organization is now able to use the funneled donations for programmatic purposes as well. LIMITATIONS OF THE PARTNERSHIP UConn Hillel currently coordinates joint fundraising activities with the University of Connecticut Foundation Three percent of each Hillel president, the second in charge, and two assigned gift donation is directed toward officers. Wolff observes that the territorialism which the University of has characterized the Foundation’s interactions with Connecticut Foundation to Hillel has had some counter-productive effects on the offset associated partnership. For example, no strategic plan or joint administrative costs. fundraising goals have been developed in the seven years since the collaboration began. According to Wolff, despite the Foundation’s programming office staff members’ interest in working more intentionally with Hillel, concerns about inter-office politics prevent them from doing so. Furthermore, the Foundation does not allow Hillel access to any donor database information, which Wolff perceives to be the result of concerns that Hillel could “steal contacts or deter giving.” On the contrary, he argues, Hillel has the capacity to enhance current investments and contribute to the growth of University total giving. Wolff suggests that public universities should approach partnerships with Hillel as business-to-business (B2B) relationships, rather than as aid given to a campus charity. GOALS FOR PARTNERSHIP ENHANCEMENT UConn Hillel is in the process of planning a fundraiser luncheon featuring the University’s President as the keynote speaker. This will be the first time in three-and-a-half years that Hillel will be partnering with the University in planning a joint fundraising event. Wolff hopes that, if the endeavor is a success, the Foundation may better understand the financial incentives of working closely with Hillel and respond accordingly. Additionally, Wolff is seeking to establish UConn Hillel as a cultural center (rather than a religious center). Because of rules about the separation of church and state, this shift would facilitate a change in the terms of Hillel’s partnership with the University. For example, as a cultural center, Wolff would be able to direct donations paid through the University of Connecticut Foundation toward Hillel’s operating costs. Wolff is not aware of precedents to this initiative at other public university campuses. UNIVERSITY OF OREGON54 Hanover spoke with Andy Gitelson, Executive Director of Hillel at the University of Oregon. Gitelson, whose position with the University began in August 2012, is in the process of 54 Gitelson, Andy. Executive Director of Hillel. University of Oregon. Telephone interview. November 28, 2012. © 2012 Hanover Research | Academy Administration Practice 24 Hanover Research | January 2013 developing a relationship with the University of Oregon Foundation. He has met with various development officers at the Foundation thus far, and intends to both arrange a Hillel endowment account with the Foundation and pave the way for mutually advantageous fundraising collaborations. ENDOWMENT VS. EARMARKING The type of joint fundraising agreement Gitelson is currently working toward would feature a Hillel endowment through the University of Oregon Foundation. According to the Foundation’s Investments webpage:55 Endowed assets are gifts maintained in perpetuity. These assets are combined in the Willamette Investment Pool. The University receives quarterly distributions from the Pool. Any returns above the distribution remain invested. If Hillel were to implement an endowment through the Foundation, a donor could establish a gift agreement or scholarship fund designated for the Hillel endowment. Then, while the money invested would remain in the endowment, interest accrued would be distributed on a quarterly or yearly basis to Hillel and/or the scholarship recipient. This arrangement benefits the University, as all contributions add to the Foundation’s total assets. Furthermore, the Foundation would be able to collect a 1 percent management fee on donations toward a Hillel endowment. Unlike the other three partnerships profiled in this section, Gitelson does not anticipate that the University of Oregon will be able to give donors the option to earmark a portion of University donations for Hillel. Instead, Gitelson hopes to pursue a less formal – but more collaborative – partnership with the University Foundation. In his experience, Gitelson observed that an MOU is only as good as the people who signed it. While setting up mutually beneficial structures and operating procedures can be helpful, Gitelson suggests that developing functional alliances and professional networks can be even more helpful – both to Hillel and university development staff. BENEFITS OF UNIVERSITY-HILLEL COLLABORATION When describing the benefits of a close working relationship between Hillel and the University, Gitelson first pointed to the time the University of Oregon accidentally planned a major alumni fundraising event on Yom Kippur. This gaffe ended up costing the University several days spent on the phone, backtracking and attempting to repair relationships with displeased Jewish constituents. Hillel played a role in consulting staff (after the fact) on how to navigate these apologies, but Gitelson advises that universities should rely more heavily on Hillel associates for intercultural consulting. 55 “Types of Foundation Investment Assets.” University of Oregon Foundation. http://www.uofoundation.org/s/1540/foundation/index.aspx?sid=1540&gid=1&pgid=335 © 2012 Hanover Research | Academy Administration Practice 25 Hanover Research | January 2013 The more familiar a university development officer is with Jewish customs and etiquette and the more first-hand knowledge he or she has with Jewish life on campus, the “more powerful the story he will be able to share with a prospective donor.”56 For example, an officer who can point to a Jewish cultural center, Jewish Studies program, Hillel endowment, or his personal attendance at a campus Shabbat dinner will be better equipped to build the trust and enthusiasm of the Jewish patron. REASONABLE EXPECTATIONS FOR A NONPROFIT PARTNER Gitelson suggests that a university development office can work best with a nonprofit organization when the leader(s) understands the organizational, political, and financial structures in place at the university – particularly as they relate to fundraising. A prospective partner should understand the nuts and bolts of the fundraising branch of the institution and have a grasp on key terms and strategies being used (management fees, endowments, donor agreements, planned giving, etc.). This will help both parties avoid a great deal of miscommunication, and the resulting confusion and frustration. When developing a partnership, Gitelson also advises that participants should approach the relationship as a marathon rather than a sprint. With the development and achievement of short-term goals, both partners can develop trust and understanding while proving their worth to one another over time. Ultimately, he notes, the impact of university collaboration with Hillel (and other cultural organizations like Hillel) has the potential to dramatically enhance university development efforts, student life and success, and the visibility of diversity on campus. 56 Gitelson, Andy. Op. cit. © 2012 Hanover Research | Academy Administration Practice 26 Hanover Research | January 2013 APPENDIX: SAMPLE MEMORANDUM OF UNDERSTANDING Memorandum of Understanding57 Between Your Organization And Partnering Organization For Application To specific program, if necessary This Memorandum of Understanding (MOU) establishes a type of partnership between your organization and partnering organization. MISSION Brief description of your organization’s mission. You might want to also include a sentence about the specific program if applicable. Brief description of partnering organization’s mission. Together, the Parties enter into this Memorandum of Understanding to mutually promote describe efforts that this partnership will promote e.g. health care or workforce development. Accordingly, your organization and partnering organization, operating under this MOU agree as follows: PURPOSE AND SCOPE Your organization and partnering organization - describe the intended results or effects that the organizations hope to achieve, and the area(s) that the specific activities will cover. 1. Why are the organizations forming a collaboration? Benefits for the organization? 2. Who is the target population? 3. How does the target population benefit? Include issues of funding if necessary. For example, “Each organization of this MOU is responsible for its own expenses related to this MOU. There will/will not be an exchange of funds between the parties for tasks associated with this MOU.” 57 MOU reproduced from: “Partnership Development Sample Tool.” U.S. Department of Housing and Urban Development. http://www.hud.gov/offices/hsg/mfh/nnw/partnerships/partnershipsresources/nnwpartnermou.pdf © 2012 Hanover Research | Academy Administration Practice 27 Hanover Research | January 2013 RESPONSIBILITIES Each party will appoint a person to serve as the official contact and coordinate the activities of each organization in carrying out this MOU. The initial appointees of each organization are: List contact persons with address and telephone information The organizations agree to the following tasks for this MOU: Your organization will: List tasks of your organization as bullet points Partnering organization will: List tasks of partnering organization as bullet points Your organization and partnering organization will: List shared tasks as bullet points TERMS OF UNDERSTANDING The term of this MOU is for a period of insert length of MOU, usually 1-3 years from the effective date of this agreement and may be extended upon written mutual agreement. It shall be reviewed at least insert how often, usually annually to ensure that it is fulfilling its purpose and to make any necessary revisions. Either organization may terminate this MOU upon thirty (30) days written notice without penalties or liabilities. AUTHORIZATION The signing of this MOU is not a formal undertaking. It implies that the signatories will strive to reach, to the best of their ability, the objectives stated in the MOU. On behalf of the organization I represent, I wish to sign this MOU and contribute to its further development. © 2012 Hanover Research | Academy Administration Practice 28 Hanover Research | January 2013 Your organization: Name Title Organization Date Partnering Organization: Name Title Organization © 2012 Hanover Research | Academy Administration Practice Date 29 Hanover Research | January 2013 PROJECT EVALUATION FORM Hanover Research is committed to providing a work product that meets or exceeds member expectations. In keeping with that goal, we would like to hear your opinions regarding our reports. Feedback is critically important and serves as the strongest mechanism by which we tailor our research to your organization. When you have had a chance to evaluate this report, please take a moment to fill out the following questionnaire. http://www.hanoverresearch.com/evaluation/index.php CAVEAT The publisher and authors have used their best efforts in preparing this brief. The publisher and authors make no representations or warranties with respect to the accuracy or completeness of the contents of this brief and specifically disclaim any implied warranties of fitness for a particular purpose. There are no warranties which extend beyond the descriptions contained in this paragraph. No warranty may be created or extended by representatives of Hanover Research or its marketing materials. The accuracy and completeness of the information provided herein and the opinions stated herein are not guaranteed or warranted to produce any particular results, and the advice and strategies contained herein may not be suitable for every member. 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