Raye kimberlin - donor relations portfolio

Raye Kimberlin

DONOR RELATIONS Giving webpage Brochures Scholarship Process #GivingTuesday Toolkit Donor Communications

BROCHURES

Seminary Scholarships Options Payne Theological Seminary encourages individuals, families, churches, organizations and businesses to consider creating a scholarship to help our students with their theological education.

Types of Scholarships Scholarships can be established by an individual, a group or an organization through tax-deductible gifts to Payne Theological Seminary, a non-profit 501(c)(3) organization. Please be aware that all gifts designated for the Payne Theological Seminary are for the exclusive benefit of the students attending Payne Theological Seminary.

Non-endowed Scholarship A scholarship can be given on a “one-time only” basis or on an ongoing basis through an annual donation. Book scholarships, to help students cover expenses for textbooks and school supplies, may be established at a minimum level of $500. The recommended minimum for a scholarship that pays for fees is $1,000.

Named Term Scholarship Donors may establish a new endowed scholarship with a gift of $10,000 – 24,999. An endowed fund provides Payne Theological Seminary with an annual income stream to be spent for the fund’s designated purpose, while the principal of the fund remains intact. A portion of the fund’s income is reinvested to preserve the value of the fund over time.

Named Memorial Scholarship Families may choose to suggest in an obituary that donations be sent to The Payne Endowment Fund at Payne Theological Seminary for a scholarship in memory of a loved one. The Development Office will work with the family to write a formal gift memorandum, the document that legally establishes the fund and establish a pending memorial gift account in the name of the deceased.

Upon receipt of the memorial gifts, the Development Office will report the names and addresses of all donors to a designated family member or friend. When the stream of gifts has slowed, the Development Office will help the family choose the fund’s designation based on the amount in the fund. Memorial scholarships also can be endowed if the minimum of $10,000 has been achieved.

Endowed Scholarship An endowed fund provides Payne Theological Seminary with an annual income stream to be spent for the fund’s designated purpose, while the principal of the fund remains intact. A portion of the fund’s income is reinvested to preserve the value of the fund over time.

Named Endowed General Scholarship Named Endowed Dean’s Scholarship Named Endowed President Scholarship

$ 25,000 – 99,999 $100,000 - 249,999 $250,000 or more

Process of Establishing a Scholarship at Payne Theological Seminary Payne Theological Seminary offers a wide variety of opportunities to create scholarships for deserving students. The following outlines the process for establishing a scholarship.

1. The donor(s) states his/her/their intent to establish a scholarship at Payne Theological Seminary to a development officer, Dean or other faculty/staff member (referred to as the “seminary contact”).

2. The seminary contact makes contact with the Development Director to complete the appropriate scholarship agreement form using the specific donor requests and funding information. The Development Director consults as needed with the Office of Financial Aid and the Business/Finance Department to clarify any unusual terms of the scholarship agreement. Revisions, if needed, are made to the scholarship agreement.

3. The document is forwarded to the Business office for final review.

4. The document is forward to the President’s Office for signature.

5. The scholarship agreement is sent back to the seminary contact for his/her signature.

6. The seminary contact makes contact with the donor. The donor reviews and signs the document. If the donor has any revisions, the process reverts to step two to make the appropriate changes.

7. Once the donor has signed the agreement, the seminary contact forwards the fully executed agreement to the Finance Director.

8. Seminary contact delivers payment (check, credit card information, etc.) to Business Department for gift processing. Gift Processing batches and deposits check into suspense while waiting for Finance Director to stamp agreement and complete fund/account request paperwork.

9. The Finance Director date stamps the agreement and completes the fund/account request paperwork to establish a new fund with Business and Finance. Copies of each are given to the President’s Office and Development office. A file is started in the Business office.

10. Finance Director communicates the restrictions to the Financial Aid office, and ensures that the donors are connected to the designation fund as stewardship contacts.

Scholarship Minimum Investment Type of Scholarship

Level of Investment

Named Endowed Presidential Scholarship

$250,000-$500,000

Named Endowed Dean's Scholarship

$100,000-$249,999

Named Endowed General Scholarship

$25,000-$99,999

Named Term Memorial Scholarship

$10,000 and up

Named Term General Scholarship

$10,000-$24,999

Non-Endowed Scholarships

$500-$1,000

Tool Kit Dr. Michael Joseph Brown Interim President / Academic Dean Rev. Brandon Stewart Chief of Staff Dr. Michael Miller Associate Dean of Academic Services Dr. Betty Holley Faculty Representative Rev. Jules Dunham Howie Director of Development

OVERVIEW What is #GivingTuesday?

Created by 92nd Street Y—a cultural center in New York City that, since 1874, has been bringing people together around the values of service and giving back—#GivingTuesday connects diverse groups of individuals, communities and organizations around the world for one common purpose: to celebrate and encourage giving. A team of influencers and founding partners joined forces— collaborating across sectors, offering expertise and working tirelessly—to launch #GivingTuesday and have continued to shape, grow and strengthen the movement.

The Big Ideas Behind #GivingTuesday #GivingTuesday harnesses the potential of social media and the generosity of people around the world to bring about real change in their communities; it provides a platform for them to encourage the donation of time, resources and talents to address local challenges. It also brings together the collective power of a unique blend of partners— nonprofits, civic organizations, businesses and corporations, as well as families and individuals—to encourage and amplify small acts of kindness.

As a global movement, #GivingTuesday unites countries around the world by sharing our capacity to care for and empower one another.

2015 #Giving Tuesday Campaign #GivingTuesday is a movement to celebrate and provide incentives to give—the 2015 iteration will be held on December 1, 2015. This effort harnesses the collective power of a unique blend of partners—nonprofits, businesses and corporations as well as families and individuals—to transform how people think about, talk about and participate in the giving season. #GivingTuesday inspires people to take collaborative action to improve their local communities, give back in better, smarter ways to the charities and causes they celebrate and help create a better world. #GivingTuesday harnesses the power of social media to create a global moment dedicated to giving around the world.

To learn more about #GivingTuesday participants and activities or to join the celebration of giving, please visit: Website: www.givingtuesday.org Facebook: www.facebook.com/GivingTuesday Twitter: twitter.com/GivingTues Case Foundation: http://casefoundation.org/blog/givingtuesday-moves-campaign-tradition/

SAMPLE EMAIL The following email offers ideas and language you can use as part of your outreach for #GivingTuesday. This can be sent to the board, staff, alumni, donors, friends, family and other community partners to get them involved in your campaign.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Dear

,

This year, on Tuesday, December 1, 2015, Payne Theological Seminary is participating in #GivingTuesday, a global day dedicated to giving.

Last year, more than 30,000 organizations in 68 countries came together to celebrate #GivingTuesday. Since its founding in 2012, #GivingTuesday has inspired giving around the world, resulting in greater donations, volunteer hours, and activities that bring about real change in communities. We invite you to join the movement and to help get out the give this December 1.

Some ideas include: 1. Get your workplace and local government officials, nonprofits, and small businesses involved in #GivingTuesday. Encourage them to officially sign up as partners on the website (www.givingtuesday.org) and to organize a campaign that promotes a cause or charity that is meaningful to them.

2. Help spread the word about #GivingTuesday. Join the email list by visiting www.givingtuesday.org/join to receive updates, event invitations, and the latest graphics and tools to share on your social channels.

3. Use the hashtag #GivingTuesday to talk about charity and the causes and organizations you support.

4. Localize #GivingTuesday for your town, city, or state. Many organizations have come together to build local #GivingTuesday campaigns in their neighborhoods. Reach out to other organizations to see how together, you can have a greater impact this December 1.

5. Support Payne Theological Seminary. Please give to support our students, theological education, facilities, technology, and other programs. To support Payne, click here.

There are many ways to get involved in #GivingTuesday. We encourage you to join the movement and visit www.givingtuesday.org to learn more about how you can make a difference.

Thanks, Dr. Michael Joseph Brown Academic Dean / Interim President

HELPFUL LINKS: Website Donation Page http://www.payne.edu/Support_Payne/

SUGGESTED SOCIAL MEDIA POSTS: General posts Save the date: #GivingTuesday 2015 is Dec 1. Support Payne Theological Seminary today. http://www.payne.edu/Support_Payne/ #GivingTuesday is a day for everyone, everywhere, to GIVE! Please show your support and give to the students and programs and initiatives at Payne Theological Seminary today. http://www.payne.edu/Support_Payne/

SUGGESTED SOCIAL MEDIA POSTS: (continued) Reason #1 to support Payne Theological Seminary - Scholarships and Awards Payne Theological Seminary encourages individuals, families, churches, organizations and businesses to consider donating to scholarship and award funds to help our students with their theological education. #GivingTuesday - Support Payne Theological Seminary today. http://www.payne.edu/Support_Payne/ Reason #2 to support Payne Theological Seminary - Academic Areas Payne Theological Seminary offers the Master of Divinity and Doctor of Ministry degree program. The low student-teacher ratio in the residential program facilitates meaningful interaction between teachers and students at Payne Theological Seminary. The seminary believes that spiritual formation involves community. Administrators and faculty are intentional about planning social activities when on-line students are on campus for courses. #GivingTuesday - Support Payne Theological Seminary today. http://www.payne.edu/Support_Payne/ Reason #3 to support Payne Theological Seminary - Facilities Payne Theological Seminary has an administration building, the Ecumenical Institute in Mitchell Anderson Hall, and the Ransom Library. Payne village houses residential students and features apartments. Payne continues to make needed improvements and renovations to all buildings on campus. #GivingTuesday Support Payne Theological Seminary today. http://www.payne.edu/Support_Payne/ Reason #4 to support Payne Theological Seminary - Technology Online learning at Payne Theological Seminary offers alternative modes of instructional delivery for students who, for a variety of reasons, may not be able to attend traditionally scheduled classes. Payne offers 2/3 of the Master of Divinity program courses online. In online courses, all instructional activities are completed in an online environment. Payne must maintain technological advancement in software and services for students and faculty. #GivingTuesday - Support Payne Theological Seminary today. http://www.payne.edu/Support_Payne/ Reason #5 to support Payne Theological Seminary - Ecumenical Institute The Bishop Vinton R. Anderson Ecumenical Institute, housed at Payne Theological Seminary, promotes the exploration of ecumenical religious thought, study, and practice in an Afrocentric theological setting. The Institute’s programs include an annual ecumenical lecture, Seminary ecumenical consciousness and awareness building through courses that emphasize ecumenical thought. #GivingTuesday - Support Payne Theological Seminary today. http://www.payne.edu/Support_Payne/

SUGGESTED SOCIAL MEDIA POSTS: (continued) Types of Gifts to make to Payne     

Cash Gifts - Gifts made by cash, check or credit card are simple and convenient. Your annual gift to Payne contributes to our shared success.

Securities and Property - Make a gift to the university and earn a charitable tax deduction in the process. Real estate, works of art, stocks or other securities may be the best charitable contribution you can make.

Planned Gifts - If you're looking for a way to balance charitable giving with your retirement needs or your estate planning efforts, consider making a planned gift.

Volunteering - Become a Payne volunteer and play a rewarding role in the seminary’s future.

Opportunities for leadership, recruitment and mentoring abound.

Matching Gifts - More than 1,000 parent companies and corporate foundations in the United States currently match their employees’ gifts to nonprofit organizations such as educational institutions like Payne Theological Seminary. Under a corporate matching gift program, gifts made by a company’s eligible employee to the nonprofit organization that meet the company guidelines are matched with company or corporate funds.

Ways to Donate to Payne  Mail: Payne Theological Seminary, 1230 Wilberforce-Clifton Rd., PO Box 474, Wilberforce, OH 45384  E-mail: businessoffice@payne.edu  Phone: (937) 376-2946, x. 205  Online: payne.edu/give Many Giving Options to support Payne  Credit Card and Electronic Check - Making a gift via credit card is quick, easy, and secure. With our secure server, all of your information is safely submitted Payne Theological Seminary University Development for processing. (937) 376-2946, x. 205  Check - Please make your check payable to: Payne Theological Seminary, 1230 Wilberforce-Clifton Road, P.O. Box 474, Wilberforce, Ohio 45384  Electronic Funds Transfer - Payne Theological Seminary alumni and friends can make a monthly gift to Payne Theological Seminary without ever having to write another check, through an Electronic Funds Transfer (EFT). To implement an EFT to Payne, simply fill out the EFT Form (PDF) and send it in with a voided check to: Payne Theological Seminary, 1230 Wilberforce-Clifton Road, P.O. Box 474, Wilberforce, Ohio 45384  Make a Pledge - Not ready to give? Then make a pledge, a gift commitment made over a period of time according to a prearranged payment schedule.

GRAPHICS: For social media graphics and banners – use this link. http://www.givingtuesday.org/logos/

Have a question, please contact:

Dr. Michael Joseph Brown, Academic Dean & Interim President mbrown@payne.edu 937-376-2946, x 210 Ms. Elise Peyroux, Business Manager epeyroux@payne.edu / businessoffice@payne.edu 937-376-2946, x 205 Rev. Jules Dunham Howie, Director of Development juleshouse@hotmail.com (443) 474-4327 Ms. Sonya Thomas, Public Relations / Research Manager sthomas@payne.edu 937-376-2946, x 147 Ms. Raye Kimberlin, Marketing & Alumni Relations Manager rkimberlin@payne.edu 937-376-2946, x 145

GENERAL THANK YOU LETTER [DATE] [NAME] [address] [city] [state] [zip] Dear [NAME], I can’t begin to thank you enough for your recent gift to our school. Your commitment to education and support of Payne Theological Seminary means so much to me, our students, faculty and board.

Because of your gift, our students will be able to focus on their studies and their ministries as donations relieve the financial burden our students face. Payne continues to produce high caliber Master of Divinity degree students, because of supporters like you. We are sincerely grateful for your support of theological education.

Your contribution is truly appreciated. Thank you for sowing a seed and investing in Payne’s students. Your gift will ensure that future seminarians receive a high quality education!

Yours in Christ,

Michael Joseph Brown, Ph.D. Academic Dean and Interim President Cc:

Bishop Gregory G.M. Ingram, Chair

Total Amount: $_________________ Contribution processed on: ___/___/16 Designation: Scholarship

Note: Please save this letter as receipts and verification that Payne Theological Seminary has not provided and goods or services in exchange for your gift.

IN HONOR OF (NOTIFICATION LETTER) [DATE] [NAME] [address] [city] [state] [zip] Dear [NAME], On behalf of Payne Theological Seminary, I am pleased to notify you that a gift has been made in honor/in memory of ________________ and designated to___________________. This gift is greatly appreciated and was provided by: Donor name Address City, State, Zip

We are honored to receive tribute gifts, which allow people to express what words alone cannot say and to provide important support for our institution. We pledge to use these funds wisely keeping in mind the values and beliefs of ___________.

Generous benefactors help to continue our mission of educating and transforming leaders for the challenges of the world. Thank you for your part in making this gift possible.

Yours in Christ,

Michael Joseph Brown, Ph.D. Academic Dean and Interim President Cc:

Bishop Gregory G.M. Ingram, Chair

LARGE DONOR (OVER $5,000) [DATE] [NAME] [address] [city] [state] [zip] Dear [NAME], You made my day!

As I sat here this morning opening the mail, I came across your generous donation. I can’t tell you how much I appreciate your support for our life changing work with our students in ministry.

At Payne Theological Seminary, our charge is to make sure that our students achieve their educational goals in an affordable and accessible way so they can focus on serving their church and communities more effectively. While we instruct over 150 students through our residential and online programs, Payne continues to strive to be a seminary focused on the Africentric experience in theological education.

Your generous donation of _____ will go a long way to helping us create new transformational leaders for our world.

In fact, with your gift, we will be able to provide over scholarships to a number of students in the coming year.

Thank you! You have made a real difference in the lives of the students we serve. Thanks to you, (name), once again for your donation. It means the world to us!

With gratitude,

Michael Joseph Brown, Ph. D. Academic Dean and Interim President Cc: Bishop G.M. Ingram, Chair

ENDOWMENT PLEDGE LETTER [DATE] [NAME] [address] [city] [state] [zip] Dear [NAME], On behalf of the Payne Theological Seminary Board of Trustees, under the leadership of Bishop Gregory G. M. Ingram, Chairman; Bishop McKinley Young, Vice-Chairman; and Bishop Jeffrey N. Leath, Fund Development and Institutional Advancement Committee chair, I would like to thank you for your commitment of $XXXX to the Payne Theological Seminary’s Endowment Campaign. Your generous pledge will help to grow the seminary’s endowment through the next 5 years by a million dollars.

All seminary constituents, including the board, administration, alumni, Friends for Payne, and Payne Ambassadors, will be participating in endowment campaign initiatives to help Payne achieve its goal. The quality of our pulpit will be challenged if there is no Payne Theological Seminary to educate clergy.

Thank you for agreeing to sow a seed in the Endowment Campaign and realizing the need for theological education. Please find enclosed a donation envelope for your convenience. You may also contact our business office to use a credit card.

Your investment in Payne’s Endowment Campaign will ensure that future seminarians receive a high quality education!

Yours in Christ, Dr. Michael Joseph Brown Interim President & Academic Dean Cc:

Bishop Gregory G.M. Ingram, Chair

SCHOLARSHIP COMMITMENT LETTER [DATE] [NAME] [address] [city] [state] [zip] Dear [NAME], This letter is filled with sincere gratitude for your generous support for the 2015 [title of award] Scholarship. I can’t begin to thank you enough for your recent gift to our school. Your commitment to education and support of Payne Theological Seminary means so much to me, our students, faculty and board.

As we near the upcoming graduation, we are inquiring to confirm your commitment to this scholarship program. Because of your gift, our students will be able to focus on their studies and their ministries as donations relieve the financial burden they face. Payne continues to produce high caliber Master of Divinity degree students, because of supporters like you.

We are sincerely grateful for your support of theological education.

Thank you for your consideration and we hope to have your support and commitment to the mission and vision of Payne Theological Seminary.

Sincerely,

Dr. Michael Joseph Brown Interim President / Academic Dean

SCHOLARSHIP THANK YOU LETTER [DATE] [NAME] [address] [city] [state] [zip] Dear [NAME], This letter is filled with sincere gratitude for your generous support of $300.00, on February 17, 2016, for the award to [NAME OF STUDENT] from your Scholarship Fund.

As we near the upcoming graduation, we do so with great confidence knowing that we have your support and commitment to the mission and vision of Payne Theological Seminary.

Sincerely,

Dr. Michael Joseph Brown Interim President and Academic Dean

Pursuant to I.R.S. requirements, the following statement applies to your contribution: No goods or services will be provided to you as a result of this contribution for 2016 Tax Year.

Bequest Language A form of bequest for a general purposes gift is: I bequeath to Payne Theological Seminary, located at Wilberforce, Ohio, the sum of $__________ to be used for the general purposes of the Seminary (or as designated by the testator).

A form of bequest for an endowment gift is: I bequeath to Payne Theological Seminary, located at Wilberforce, Ohio, the sum of $__________ to be held as an endowment fund with the income only to be used for the general purposes of the Seminary (or for the special purposes of _____________________________ at Payne Theological Seminary).