HomeMy WebLinkAboutNB 2 SR CTR FUND 09-02-86DATE: August, 28, 1986
TO:
FROM:
SU BJ ECT:
WILLIAM A. HUSTON, CITY MANAGER
COIqMUMII'Y SERVICES DEPARTlqENT
PROFESSIONAL ASSISTANCE FOR 'THE SENIOR CENTER FUND RAISING CAMPAIGN
RECOMMENDA%ION:
1. To authorize staff to execute an agreement with Gary W. Phillips and
Associates to serve as fund raising counsel for the Senior Center campaign.
2. To appropriate $17,000. for Phase One of the fund raising campaign.
Services for this agreement include an Internal Readiness Assessment, a
Community Support Evaluation, and a Fund Raising Campaign Readiness Assessment
Report. The information received from these reports will give us a clear
picture of what needs to be done and the plan to accomplish it. This is Phase
One of the campaign. We will return to Council with further information on
Phase Two, the actual campaign management.
BACKGROUND:
The Tusttn Area Senior Center Fund, Inc. {T.A.S.C.F.), a non-profit corporation,
has been established to receive donations for the center. An extension of
T.A.S.C.F., The Senior Center Fund Raising Committee has set the goal of raising
$1 million for the project.
The fund raising efforts to date have been somewhat fragmented in their
approach; the campaign has had no specific plan. While the Committee has raised
approximately $15,000. to date, professional counsel is desperately needed to
achieve our goal. This assistance will provide the campaign with a structured
plan. The fund raising professional will help to identify sources for the "big
donations" which are greatly needed to construct the project.
Staff has raised over $900,000. in federal and state grants for the construction
of the Tustfn Area Senior Center. The initial construction cost estimate for
the project is $1.5 million. The additional $600,000 for the project will be
raised through private sources.
The working drawings have been completed; plans and specifications are in "plan
check" with the Community Development Department.
PROFESSIONAL RSSISTANCE FOR THE SENIOR CENTER FUND RAISING CAMPAIGN
Au§ust 28, 1986
Page 2
SELECTION PROCESS:
Requests for proposals were sent to nine firms, selected on the basis of staff
research and other contacts, as well as the directory of the American Society of
Fund Raising Executives. After proposals were received, staff screened to three
top finalists. These finalists were selected on the basis of qualifications,
results produced, experience in the Southern California area, creativity
displayed, cost effectiveness, working with volunteers, and research done
regarding our particular project and needs. The three finalists were Gary W.
Phillips and Associates; Green, Scribner and Company; and Research Development
Associates. All three finalist firms were very well qualified. A selection
committee consisting of Ursula Kennedy, Ron Nault, Susan Jones, and Royleen
White reviewed the top three proposals and interviewed each of the top three
firms. It is the unanimous decision of the screening committee that the City
contract with Gary W. Phillips and Associates.
Although all three finalists are well qualified, it is felt that Gary W.
Phillips and Associates more closely meets the City's needs for this fund
raising project. The firm is probably most well known for its successful
campaign for the Orange County Performing Arts Center. The firm was retained to
conduct a communttywtde feasibility study, and to manage the successful $130
million construction and endowment fund raising campaign, including solicitation
of several thousand gifts ranging from millions to thousands of dollars and the
training and staffing of more than 450 volunteers. Other clients in the arts
include: Bella Lewttzky Dance Foundation and Dance Galleryj California
Educational Theatre Association, California Shakespearean Festival, Laguna Beach
Museum of Art, Los Angeles Philharmonic Association, Newport Harbor Art Museum,
Norris Community Theatre, Orange County Master Chorale, California Arts Council,
San Jose Repertory Company, and Santa Barbara Performing Arts Center. Other
cultural organization clients include a $13.5 million campaign for the
Huntington Library Art Gallery and Botanical Gardens, as well as Banning
Residence Museum, Cultural Heritage Foundation, Donald Douglas Museum and
Library, L.S.B. Leakey Foundation, Los Angeles County ~atural History Museum,
George C. Page Museum of La Brea Discoveries, and San Diego Natural History
Museum. The firm also has worked with KCET-Community Television of Southern
California, American Cancer Society, Big Brothers, Children's Institute
International, Goodwill Industries, Hollygrove, Hugh O'Brien Youth Foundation,
the Eagle Syndicate, Economic Development Corporation of Orange County, KOCE,
National Council on Alcoholism, North Coast Family YMCA, Oualtty Education
Project, Solhetm Lutheran Home, and Volunteers of America. The firm also has
numerous clients in secondary and higher education including the Marlborough
School, the Diocese of Orange, Immaculate Heart High School, Arizona State
University, UCI, Claremont, Orange Coast College, San Diego State, UCLA, UCSB,
University of San Francisco, and San Diego State University. The firm has
offices both in Santa Aha and Los Angeles.
PROFESSIONAL ASSISTANCE FORT HE SENIOR CENTER FUND RAISING CAMPAIGN
August 2~, 1986
Page 3
STUDY DETAIL:
The objectives of the firm's study will be to:
Assess the potential within the community for raising the private
contribution and grant support necessary to meet the City of Tusttn's
identified capital funding needs to construct a Senior Center,
currently estimated as requiring $600,000. to $1,000,00D.
Evaluate the City's internal readiness to undertake the proposed fund
raising campaign.
Identify potential major donors and key volunteers in an external
assessment, and encourage their early interest in the City's
anticipated fund raising campaign.
Develop a plan of specific recommendations which will assist the City
of Tustin to:
- optimize the public/private partnership of the anticipated fund
raising campaign;
- promote awareness of such a campaign within the community; and
- enable the City to maximize its fund raising effectiveness for
the Senior Center over both the near and long term.
Royleen A. l~hite, DPre[ctor
Community and Administrative Services
Recreation Superintendent
TO:
FROM:
SUBJECT:
HONORABLE MAYOR AND CITY COUNCIL
ROYLEEII A. t~flI~, DIRECTOR
COMMIIN[TY AND AOM[II[STI~AI~IV£ SER¥[CES
PROFI[SS[OIIAL ASS[STANCE FOR TltE SEN[OR CEIlTER FUND RAISING CAMPAIGN
Enclosed please find the report regarding professional assistance for the Senior
Center Fund Raising Camoaign to be discussed at the regular City Council meeting
on Tuesday, September 2, [986. This is a new business item. We apologize; this
report is late due to the scheduling of interviews.
Royleen A. Whlte, DireStor
Community and Administrative Services
~.. ~ ~ ~ ~ ~ ~ NEW BUSINESS
NO. 2
" ~ :~:~ ~ ;~ ~.'=,~ q/~ 9-2-86
DATE: A~ust 27, 1986 ~
TO:
FROM:
SUBJECT:
WILLIAM A. HUSTON, CITY MANAGER
COMMUNITY SERY[CES D£PARTMENT
PROFESSTO#AL A$StSTAtlC£ TO SER~OR CE#TER FUND RAZSTNG CAMPAIfitt
The staff report on this item wt]l be hand-delivered under separate cover.
Community and Administrative Services
RAW/SMJ/mcp