HomeMy WebLinkAboutRESPONSE - RFP - P1021 FUNDRAISING CONSULTANT FOR LINCOLN CENTERILLER
GROUP
WORLDWIDE LLC
VISIONARY PHILANTHROPY CONSULTING
June 1, 2006
Mr. John D. Stephen
Senior Buyer
City of Fort Collins Purchasing Division
215 North Mason
Fort Collins, CO 80524
Dear Mr. Stephen:
303 WEST PROSPECT ROAD
FORT COLLINS, COLORADO 80526
970.484.0575 VOICE
970.484.6648 FAx
W W W.MILLERGROUP.ORG
Thank you for the opportunity to present the attached proposal concerning fundraising
counsel for the Lincoln Center. The Miller Group Worldwide, LLC (MGW) looks forward
to the opportunity to build a relationship with the Lincoln Center that will assist in your
endeavors to raise a minimum of $10M in private contributions. The terms outlined in
the proposal are subject to further negotiation and discussion, as may be required. Our
services are available immediately, and we hope to visit with you soon to discuss in
detail a contract for services.
The Miller Group is excited about this project. We take pride in our personalized,
hands-on approach to campaigns and would be honored to work in our home town on
this important cultural expansion serving northern Colorado.
In my nearly 40 years of development, I have worked on many similar projects,
including the recently completed $67M Newman Center for the Performing Arts at the
University of Denver. We are ready to bring experience and enthusiasm to the task
ahead and look forward to being a member of the team.
Thank you again an for your consideration of MGW. I look forward to visiting with you
soon.
F The Gro
�'�'� 1ti�ly�rn.
Ja 'ller
Waging Director and Principal Consultant
Enclosures
xc: Evan Hyatt
Brenda Fry
Senior Executive Consultant
Brenda Fry has thirteen years of fund development experience.
Prior to beginning her consulting career, she served as Director
of Development for the College of Liberal Arts at Colorado State
University, where she successfully completed a performing arts
center capital and endowment campaign. Previous development
experience at Colorado State University included Annual Giving
and Donor Relations. She has unique expertise in development
systems and data analysis, as well as strategizing and
implementing annual gift campaigns.
Her fund development consulting experience consists of feasibility studies, campaign
planning, annual fund strategies, and communications. She has consulted with Perry -
Mansfield Performing Arts School and Camp, Highlands Presbyterian Camp and Retreat
Center, United Medial Center of Cheyenne, and Child Development Services of
Wyoming, among a number of colleges and universities.
Brenda is past Development Committee Chair and Board Member for Arts Alive Fort
Collins and has worked with the Fort Collins Symphony Orchestra on special event
fundraising. She volunteers with Catholic Charities Northern and is a site volunteer
coordinator for the 911ealth Fair. Early in her career, Brenda was a recipient of a
Council for Advancement & Support of Education Virginia Carter Smith scholarship.
She earned her Bachelor of Science in Natural Resource Management from Colorado
State University and is a fifth generation Colorado native. She enjoys traveling, playing
golf, and dining out. Brenda lives in Fort Collins with her husband, Dave, and their
beagle -mix dog named Norm.
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Jill Shelton
Senior Executive Consultant
Jill Shelton joined the Miller Group Worldwide, LLC in January 2005
bringing five years of consulting experience with her. She started
her consulting career with Andersen Consulting (now Accenture) as
a business strategy consultant. Her work there included projects for
clients such as Washington Mutual, US Bank, and JP Morgan Chase
where she specialized in organization design and development,
training, and corporate communication. She also worked on several
CRM (customer relationship management) projects involving data mining, analytics,
and targeted marketing campaigns. In 2003, she was invited to join a joint -venture
boutique consulting firm (www.avanade.com) owned by Microsoft and Accenture where
she served as a project manager for an $1 1 M IT system implementation project.
Jill graduated from the University of Denver. She holds a B.S.B.A. with majors in
Finance and Economics and a minor in Leadership Studies. She served as President of
her sorority, Vice President of the Student Alumni Organization, and spent a semester
studying International Economics in Sweden. She has traveled throughout Europe,
Asia, and the United States.
Jill resides in Denver with her husband, Mark. She is an active member of AFP
(Association of Fundraising Professionals) and WVF (Women's Vision Foundation). She
serves as a volunteer for junior Achievement and Samaritan's Purse. Outside of work
she enjoys traveling, photography, fitness, home improvement projects, and online
auctions.
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Scope of Work
RFP Item 3.7
See Phases I and II
RFP Item 3.2
See Phase I
RFP Item 3.3
Results from Phase I will include a list of major gift prospects
Also see Phases II and III
RFP Item 3.4
See Phase III
RFP Item 3. S:
See Phase III
Phase L• Philanthropic Market Ana/vsis Stud
The Miller Group proposes to commence the consulting relationship by facilitating an
information gathering session with an executive committee or small group of key
leaders to understand the Lincoln Center's structure, operations, needs, and desires.
The Miller Group would then work with the staff to conceptualize the overall project
and, from that conceptualization, formulate a Case Statement that describes the need
for support, proposed campaign details, and other key elements. This draft case
statement would be used during the philanthropic market analysis study.
Results
• Understand the Lincoln Center and its desires for the future
• Conceptualize the general Lincoln Center Addition & Renovation Project
• Formulate a Case Statement to be used during the philanthropic market analysis
study
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The Miller Group would then conduct an "abbreviated" philanthropic market analysis
study (commonly referred to as a feasibility study). We recognize the Lincoln Center
completed a Feasibility Study in recent years; however, we recommend revisiting this
process to update the findings based on current circumstances. During the study, The
Miller Group will research the requisite elements for the Lincoln Center's readiness to
organize and implement a campaign as well as motivate and inform key prospects and
volunteers for participation in the campaign. The Miller Group proposes to conduct up
to 35 personal interviews and two focus groups to assess the image and reputation,
test the case for support, determine prospective major donors, establish volunteer
leadership potential, and evaluate timing and sequence. These interviews can be
conducted with individuals, foundations, and/or corporations based on the
organization's desires.
Methodology
The Miller Group will conduct a series of confidential interviews with potential donors
and thought leaders affiliated with the Lincoln Center and the arts in northern
Colorado. Among those interviewed should be:
✓ Potential Major Gift Donors on a large-scale level, including individuals,
corporations, and foundations as applicable;
✓ Centers of Influence - individuals with a strong capability, knowledge, or access to
others who can give; and
✓ Protocol/Etiquette - individuals who may bring information pertaining to
philanthropic opportunities on a local, regional, and national basis.
Steps:
1. A draft case statement outlining the proposed campaign will be created by The
Miller Group in conjunction with the Lincoln Center.
2. A pre -appointment interview request letter is drafted by MGW. After final editing
and approval by the executive leadership of the Lincoln Center, it is sent by the
organization on its letterhead, signed by the appropriate leader. A copy of the
draft case statement is enclosed with the letter as a pre -read for the interview.
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3. A chosen representative from the Lincoln Center is responsible for coordinating,
scheduling, and confirming interview appointments based on the schedule provided
by MGW.
4. A confidential forty-five to sixty minute, one-on-one interview is conducted by a
member of the MGW team, either Jack Miller, Managing Director and Principal
Consultant; Brenda Fry, Senior Executive Consultant; or Jill Shelton, Senior Executive
Consultant. Jack Miller will conduct at least 50% of the total number of interviews.
Results
The Philanthropic Market Analysis results in a PowerPoint presentation and a final
written report that provides findings and recommendations for the strategic
implementation of a sound campaign. Among the topics addressed are:
• The current image and reputation of the organization. This includes strengths,
weaknesses, and perceived effectiveness among other elements.
• Strength and efficacy of the case forsupportfor funding a campaign, including an
examination of whether the case is compelling and well -understood.
• Identification and education of potential major donors, including preliminary lead
six- and seven -figure gift prospects for the campaign, along with gift tables
relevant to the goal and amounts of gifts at each level required to successfully
complete the goal.
• The identification of key voiunteerieadershipavailability and willingness to lead
and participate in the campaign on a local and regional campaign structure.
• Suggested timing and economic considerations of the campaign, including other
campaigns or causes that may compete with the proposed campaign based on
interviewee perceptions.
• Summary overview and recommendations for a successful campaign including
details on campaign strategies, tactics, and plan of action.
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Phase //.- Camagign & Development Office Plan
Based on the results of the preceding Philanthropic Market Analysis Study, The Miller
Group would proceed to develop a Campaign Plan for the Lincoln Center in Phase II.
The plan will provide a "blueprint" for all elements of a successful campaign.
Results
The Campaign & Development Office Plan includes, but is not limited to, the following:
• Updated Case Statement
(Revised based on questions & feedback gathered during the study)
• Organizationa/Structure and Development Office Recommendations
(Includes structure, staffing, roles & responsibilities, and job descriptions)
• Campaign Timeline
(Includes timing, sequence, and milestones for key activities)
• Suggested Campaign Organizational Structure
(Includes staff, volunteers, and campaign committees)
• Recommended Campaign Operating Budget
Phase ///. On
go/ng Cam va/gn Counsel
The role of The Miller Group during the campaign would be to participate with the
Lincoln Center leadership team to recruit, draft, cultivate, advocate, manage, design,
assist and advise in ALL areas of the campaign as requested and contracted.
Specifically, The Miller Group would conduct activities such as:
• Assist with recruiting for key leadership positions such as Campaign Chair or Co -
Chairs, Campaign Steering Committee, and/or Campaign Cabinet;
• Provide counsel regarding the cultivation, solicitation, and stewardship plan for
each prospect;
• Assist with the planning of key cultivation and/or social events;
• Participate (as requested) in key solicitation calls for individuals, corporations, and
foundations in the leadership phases of giving;
• Participate in conceptualizing, writing, executing, and overseeing all marketing,
cultivation, and promotional activities of the campaign; and
• Provide creative and conceptual assistance in the preparation of project collateral
materials (printed materials, video, etc.).
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Projected Timeline
July 2006 - April 2008
(Assumes agreement is reached by June 30, 2006)
Subject to discussion and negotiation
July 2006 Conduct Information Gathering Session/s
Conceptualize Project & Formulate Case Statement
Conduct preliminary "Philanthropic Market Analysis Study"
work
■ Develop list of interviewees
(Lincoln Center with MGW input as needed)
■ Send out letters and arrange interviews (Lincoln
Center)
August - Conduct "Philanthropic Market Analysis Study" Interviews
September 2006
Develop & Present "Campaign & Development Office Plan"
By September 30, Present "Philanthropic Market Analysis Study' Findings
2006
Refine Case Statement
October 2006 - Ongoing Campaign Counsel
April 2008 (Assumes silent phase of campaign starts in November,
2006)
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Expectations of the Lincoln Center
The Miller Group anticipates the Lincoln Center staff will need to be generally available
to provide information, discuss direction, and collaborate on strategy for the term of
the consulting agreement.
For the initial part of Phase /of the consulting engagement, MGW will need to meet
with various staff members over the course of 2-3 days. Staff will be expected to
engage in comprehensive discussions about project conceptualization and funding
priorities and needs. The Philanthropic Marketing Study will require the staff, in
conjunction with the Miller Group, to review lists and identify prospects for the
Philanthropic Market Analysis. Additionally, the staff will be responsible for preparing
and mailing the pre -interview letters, making interview arrangements and
communicating those with MGW staff.
Phase //should require little, if any, Lincoln Center staff time.
During Phase ///, the staff will be primarily responsible for conducting the campaign.
The MGW role during this phase will be in a consultative capacity, not a direct soliciting
capacity. Therefore, the Lincoln Center staff should be prepared to take on the
majority of campaign activities. MGW will make a recommendation during Phase II of
staffing requirements for conducting a successful campaign.
MGW anticipates no other resources necessary for the consulting agreement.
Approach to Price & Monthly Time Devoted to Project
The Miller Group approach is for a package of services that provides value to the client.
In Phases 1-II, the time devoted will vary and in all cases will be appropriate for
effectively completing the services outlined. MGW time devoted in Phase III will require
negotiation after the completion of Phases 1-II and the Lincoln Center's specific needs.
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Investment Components
The Miller Group would like to partner with the City of Fort Collins to the extent
possible throughout the campaign process, however, the following is open to
discussion based on the organization's desires and resources.
Phase I: Philanthropic Market Analysis Study
• Gain an understanding of the organization's operations, needs, $ 289000.
and desires, including the review of previous study findings
• Conceptualize the overall project
• Formulate a Case Statement that can be used during the
Philanthropic Market Analysis study
• Conduct up to thirty-five (35) in -person interviews with
individuals and foundations
• Conduct two (2) focus groups with community members or other
groups of the organization's choosing
• Present Executive Summary (PowerPoint presentation)
• Provide a detailed findings report which includes calculated study
results, anonymous interviewee quotes, total capacity identified,
suggested campaign goal, prospective volunteers & donors, and
various additional elements.
Phase II: Campaign & Development Office Plan
Formulate a plan including elements such as a revised case $ 8,000.
statement, suggested organizational structures, job position
descriptions, gift chart/s, operating budget, timeline, and
additional elements based on the organization's unique needs.
Phase III: Campaign Counsel
Fees for Phase III would be determined and dependent upon the extent of services
requested (i.e. on -site resident campaign counsel vs. number of predetermined
periodic consulting days per week, or per month, with staff and volunteers).
Fees range from $1,200 - $2,000 per day, depending on the number of days,
seniority and expertise of staff required, or a flat fee of between $6,000 - $12,000
per month depending on monthly days of service required.
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MGW Consultant Rates
Hourly %z Day (4 hrs.) Full Day (8 hrs.)
Jack Miller
$250 $1,000 $2,000
Principal Consultant
Brenda Fry $150 $600 $1,200
Senior Executive Consultant
Jill Shelton
$150 $600 $1,200
Senior Executive Consultant
Additional Days of Counsel:
Additional days of counsel can be negotiated at a daily rate of $1,200 - $2,000
depending on consultant, plus expenses.
Professional Fees:
Professional fees are billed monthly. All invoices are due and payable as services are
rendered and according to a schedule as outlined in the consulting agreement.
Reimbursable Expenses:
Reimbursement for reasonable and necessary expenses incurred during the course
of conducting the project work. Qualifying expenses shall include, but not be
limited to, all normal business travel including lodging, taxi, car rental, gas, and
parking, as well as business administrative expenses such as duplicating, postage,
telephone service (long-distance and digital), office supplies, Federal Express or
other overnight courier service.
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WORLDWIDE LLC
Proposal for Consulting Services
Lincoln Center
ILLER
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WORLDWIDE LLC
Prepared by:
May 31, 2006
The Miller Group Worldwide, LLC
303 West Prospect Road
Fort Collins, Colorado 80526
970.484.0575 Voice
970.484.6648 Fax
www.millergroup.M
Current and Prior Clients
Listed in Attachment A
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References
Anchor Center for Blind Children
Ms. Alice Applebaum
Executive Director
3801 Martin Luther King Boulevard
Denver, CO 80205
303.377.9732 x13
aapplebaum@anchorcenter.org
The United Medical Center Foundation
Ms. Leigh West
Executive Director
214 East 23rd Street
Cheyenne, WY 82001
307.663.7668
(west@umcwy.org
University of Denver
Mr. Daniel Ritchie
Chancellor Emeritus
Contact Information Provided Upon Request
Discovery Science Center
Ms. Annette Geiselman
Executive Director
703 East Prospect Road
Fort Collins, CO 80525
970.472.3991
annette@dcsm.org
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Attachment A - Current and Former Clients
Organizations to which MGW has Provided
Services in Last 3 Years
lient Name
Aims Community College
City and State Principal Contact Telephone Number
Greeley, Colorado Susan Kirkpatrick 970.339.6583
cope of Work
arketing Feasibility Study & Campaign Counsel
lient Name
nchor Center for Blind Children
ity and State Principal Contact 'Telephone Number
Denver, Colorado Alice Applebaum 1303 377.9732
cope of Work
ampaign Feasibility Study & Strategic Development Training
lient Name
Briar Cliff University
City and State Principal Contact Telephone Number
Sioux City, Iowa Chris Mueller 1712 279.5423
Scope of Work
Campaign Readiness Assessment & Philanthropic Market Analysis
lient Name
hadron State College Foundation
City and State (Principal Contact Telephone Number
hadron, Nebraska Connie Rasmussen 308.432.6366
Scope of Work
Advancement Audit
Attachment A - Current and Former Clients
it Name
i Development Services of Wyoming
and State Principal Contact Telephone Number
mie, Wyoming Michael Massie 307.742.1110
De of Work
ipaign & Fund Development Training
Client Name
Dakota State University
City and State jPrincipal Contact JTelephone Number
Madison, South Dakota ]Douglas Knowlton I605.256.5112
Scope of Work
Advancement Assessment
Client Name
Discovery Science Center
City and State TPrincipal Contact Telephone Number
Fort Collins, Colorado jAnnette Geiselman 970 472.3991
Scope of Work
Campaign Feasibility Study & Implementation Counsel
ana Oil & Gas/Wyoming Agriculture in the Classroom
and State Principal Contact Telephone Number
renne, Wyoming !Randy Teeuwen 720-876-5562
)e of Work - -
paign Workshop
Client Name
Gamma Phi Beta Foundation
City and State Principal Contact (Telephone Number
Denver, Colorado Bonnie Payne 303.799.1874
Scope of Work
Executive Training
Attachment A - Current and Former Clients
Client Name
Highlands Presbyterian Camp and Retreat Center
ity and State Principal Contact _Telephone Number
Ilenspark, Colorado Maria Shupe 303.747.2888
Scope of Work
ampaign Feasibility Study & Strategic Development Counsel
Client Name
Hillel of Colorado
City and State Principal Contact Telephone Number
Denver, Colorado Pat Blumenthal 303.777.2773
cope of Work
Prospect Research
lient Name
t. Evans Hospice, Inc.
ity and State (Principal Contact Telephone Number
Evergreen, Colorado Louisa Walthers 303.674.6400
cope of Work
ampaign Readiness Assessment & Feasibility Study
it Name
fern State University
and State Principal Contact !Telephone Number
deen, South Dakota Patrick Schloss '605'626.2521
)e of Work
incement Assessment & Executive Campaign Training
Bent Name
Perry -Mansfield Performing Arts School & Camp
-
ity and State Principal Contact Telephone Number
Steamboat Springs, Colora !June Lindenmayer 1970.879.2175
_ - -- --
Scope of Work
ampaign Management
Attachment A - Current and Former Clients
Client Name
Planned Parenthood of the Rocky Mountains
City and State Principal Contact Telephone Number
Vicki
Denver, Colorado Cowart 303.803.7603
Scope of Work
Campaign Feasibility Study & Campaign Implementation Counsel
lient Name
Sheridan College
- - -- , - - --- --- --- - - — ----
Cityand State !Principal Contact (Telephone Number
Sheridan, Colorado Jane Howard !307.647.6446
cope of Work
xecutive Fund Development Training
lient Name
outh Dakota State Board of Regents
ity and State Principal Contact jelephone Number
- - - - --
Pierre, South Dakota Robert "Tad" Perry 605.773.3455
Scope of Work
Fund Development & Campaign Training
;nt Name
mats, Inc.
f and State (Principal Contact Telephone Number
Jar Rapids, IA lKan Kovar �319 364.6167
)pe of Work
lanthropic Consulting
lient Name
tarz Entertainment Group
ity and State Principal Contact iTelephone Number
- - -- - - -
Denver, Colorado Pamela Bastian 303.670.1786
cope of Work
ampaign Preparation & Implementation
Attachment A - Current and Former Clients
Client Name
The Catholic Foundation for the Archdiocese of Denver
City and State Principal Contact Telephone Number
Denver, Colorado John Dolan 303.698.5808
Scope of Work
Campaign Feasibility Study & Campaign Implementation Counsel
Client Name
The Kellogg Organization
City and State Principal Contact Telephone Number
Denver, Colorado Peter Kellogg 303.871.0988
Scope of Work
Philanthropic Consulting
lient Name
he University of Denver
ity and State Principal Contact Telephone Number
Denver, Colorado Daniel Ritchie 303.871.2122
Scope of Work
trategic Development Counsel
Client Name
Thunderbird, the Garvin School of International Management
ity and State Principal Contact Telephone Number
Phoenix, Arizona (Richard Tollefson 602.957.2176
Scope of Work
Research & Strategic Development Counsel
lient Name
United Medical Center
ity and State Principal Contact Telephone Number
heyenne, Wyoming (Leigh West 307.633.7668
cope of Work
Campaign Feasibility Study & Campaign Training
Attachment A - Current and Former Clients
Client Name
University of Colorado Hospital
City and State Principal Contact Telephone Number
Denver, Colorado ,David Boggan 303.724.5260
cope of Work
Fund Development Training
lient Name
University of Nebraska Alumni Association — Lincoln
ity and State iPrincpal Contact Telephone Number
- _ - - - ----- -
Lincoln, Nebraska Ed Paquette 402.472.2841
cope of Work
easibility Study, Campaign Audit & Strategic Development Counsel
lient Name
University of Northern Colorado
ity and State Principal Contact !Telephone Number
reeley, Colorado Ken McConnellogue j970.351.1152
Scope of Work
dvancement Assessment, Communications Audit & Executive Training
Client Name
University of South Dakota
City and State Principal Contact !Telephone Number
Vermillion, South Dakota Ted Muenster 605.677.6708
Scope of Work
Alumni Association Audit & Executive Search
Client Name
Washburn Endowment Association
ity and State (Principal Contact Telephone Number
Topeka,Kansas JuliAnn Mazachek 785.670.1830
Scope of Work
Fund Development Training, Feasibility Study & Campaign Counsel
Attachment A - Current and Former Clients
Contents
SummaryOverview...................................................................................1
General Firm Information........................................................................2
Brief History of Firm and Areas of Expertise..........................................................2
Member Firm - Giving Institute..............................................................3
Giving Institute Code of Ethics.................................................................................4
The MGW Philosophy...............................................................................5
Value to City of Fort Collins' Lincoln Center.........................................5
ConsultingTeam......................................................................................6
Scopeof Work...........................................................................................9
RFPItem 3.1...............................................................................................................9
RFPItem 3.2...............................................................................................................9
RFPItem 3.3...............................................................................................................9
RFPItem 3.4...............................................................................................................9
RFPItem 3.5:..............................................................................................................9
Phase I: Philanthropic Market Analysis Study.........................................................9
Phase II: Campaign & Development Office Plan...................................................12
Phase III: Ongoing Campaign Counsel..................................................................12
ProjectedTimeline..................................................................................13
Expectations of the Lincoln Center......................................................14
Approach to Price & Monthly Time Devoted to Project......................14
InvestmentComponents........................................................................15
Current and Prior Clients.......................................................................17
References...............................................................................................18
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Summary Overview
The Lincoln Center is the City of Fort Collins' cultural arts center. The mission of the
Lincoln Center is to provide the residents of northern Colorado with a diverse range of
the highest quality cultural and civic opportunities and to stimulate and broaden
artistic growth. The Lincoln Center contains two indoor performing arts spaces, three
indoor galleries, conference facilities, and an outdoor sculpture and performance
garden.
The citizens of Fort Collins recently approved the continuation of a sales tax that will
provide an additional $5M towards renovations and improvements. The Lincoln Center
has an ambitious plan for the Center's renovations and improvements and would like
to raise a minimum of $1 OM from private donors and foundations toward those plans.
To assist in this effort, The Miller Group Worldwide, LLC proposes to gather
information to understand the Lincoln Center's explicit needs and desires then develop
a draft Case Statement to be used in an abbreviated philanthropic market analysis
study (a.k.a. feasibility study). The Miller Group would then conduct the Philanthropic
Market Analysis Study to gauge potential support and initiate campaign awareness.
The Miller Group recommends testing a minimum goal amount of $1 OM during this
study. The Miller Group also proposes to prepare a Campaign & Development Office
Plan that would provide a blueprint for all campaign activities. The Miller Group would
then partner with the Lincoln Center to provide Campaign Counsel during the first 18
months of the campaign, or for the duration needed.
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General Firm Information
Brief History of Firm and Areas of Expertise
The Miller Group Worldwide, LLC (MGW) is dedicated to developing strategic
partnerships with not -for -profit organizations worldwide to advance their
philanthropic endeavors. Founded by Jack Miller, a professional with more than 38
years of experience in higher education development and philanthropic consulting,
the Miller Group offers a full range of services, including:
■ Feasibility and campaign readiness studies
■ Campaign planning, management, and strategic direction
• Advancement assessments and market studies
• Alumni Association assessments and resource planning
■ International advancement program establishment
• Executive consultation and institutional positioning
• Staff development and planning
■ Staff and Executive Board workshops, seminars, and training
The Miller Group Worldwide, LLC is foremost a strategist working with college and
university advancement, hospitals and medical centers, arts and cultural
organizations, human service organizations, and international efforts.
The Miller Group prides itself on understanding how philanthropists acquire and
gift their resources. We use that understanding to provide our clients the tools they
need to inspire prospects and donors to invest in their organizations. The Miller
Group team builds focused relationships with our clients that yield innovative and
cost effective solutions designed specifically for each client's needs and objectives.
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Member Firm - Giving Institute
VIVINGINSTITUTE
LEADING CONSULTANTS TO NON -PROFITS
The Miller Group Worldwide, LLC is a member of the prestigious Giving Institute
(formerly known as "AAFRC - American Association of Fundraising Counsel"), the
professional association that comprises a select number of the leading established
firms in the country.
Giving Institute member firms adhere to the highest ethical standards of the fund-
raising profession. The Institute was founded in 1935 for the purpose of advancing
philanthropy and assuring the highest standards and professional practices.
An extensive screening process assures the acceptance of only the most qualified
firms. After joining the Giving Institute, every firm fully participates in maintaining
the Institute's reputation as the 'Hallmark of Ethical Fund -Raising.' As members,
these firms have access to the most up-to-date research and ongoing educational
opportunities, ensuring that they are fully equipped to bring your organization the
services it needs.
The member firms of the Giving Institute recognize that non -profits have many
choices as they consider engaging fund-raising counsel. MGW realizes that these
institutions' choice of counsel may very well shape that organization's public image
for years to come. Because this decision is so important, we encourage potential
client institutions to consider carefully the advantages and benefits of using a
Giving Institute member firm. Time and experience would attest to the wisdom of
that choice.
Mr. Miller is a member of the Board of Directors of the Giving Institute.
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Giving Institute Code of Ethics
Member Firms believe it is in the best interest of the client that:
• Initial meetings with prospective clients should not be construed as services
for which payment is expected.
• No payments or special consideration should be made to an officer, director,
trustee, employee, or advisor of a not -for -profit organization as
compensation for influencing the selection of fundraising counsel.
• Fees should be mutually agreed upon in advance of services.
• A flat, fixed fee is charged based on the level and extent of professional
services provided. Fees are not based on the amount of charitable income
raised or expected to be raised.
• Contracts providing for a contingent fee, a commission, or a fee based on
percentage of funds raised are prohibited. Such contracts are harmful to the
relationship between the donor and the institution and detrimental to the
financial health of the client organization.
• Fund-raising expenditures are within the authority and control of the not -
for -profit organization.
• Member Firms feel it is in the best interest of clients that solicitation of gifts
is undertaken by board members, staff and other volunteers.
• Subsequent to analysis or study, a Member Firm should engage a client only
when the best interest of the client is served.
• Member Firms should not profit directly or indirectly from materials provided
by others, but billed to the Member Firm, without disclosure to the client.
• Member Firms do not engage in methods that are misleading to the public or
harmful to their clients; do not make exaggerated claims of past
achievement; and do not guarantee results of promise to help clients achieve
goals.
• Any potential conflict of interest should be disclosed by the firm to clients
and prospective clients.
• Member Firms will not acquire or maintain custody of funds and/or gifts
directed to the client organization.
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The MGW Philosophy
The Miller Group Worldwide operates within the following values:
• We value integrityas the foundation of consistent, productive, and lasting
interaction, emphasizing honesty, good character and "doing the right thing"
on behalf of our clients.
■ We value professionalism in all facets of interaction with our clients, being
respectful of their special needs, and commit to putting our expertise to
work on their behalf.
• We value people and the opportunity to listen, share, and pursue the ideas,
needs, and goals of our diverse client populations in an inclusive and
welcoming environment.
■ We value accountabilityfor delivering what we promise and being
responsible for our actions.
■ We value teamworkwithin our organization and in partnership with our
clients, understanding the job to be done and making it a success.
• We value innovation by offering unique and creative solutions to help our
clients achieve their objectives.
Value to City of Fort Collins' Lincoln Center
■ The Lincoln Center's capacity to meet its campaign goal is dependent on
experienced, professional, and objective expertise. MGW experts will give you
guidance and validation about proven fundraising techniques.
■ MGW brings extensive experience, a strong reputation, a track record of success
among clients, and a commitment to a professional relationship that will further the
mission of the Lincoln Center.
■ As outside counsel, the MGW is an unbiasedthird party whose sole responsibility is
to help the Lincoln Center be successful. That singular focus helps us move board
members, donors, and volunteers forward by expressing our professional opinions
about what a successful effort requires.
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Consulting Team
Jack Miller
Managing Director and Principal Consultant
Jack Miller, Managing Director, formed The Miller Group
Worldwide, LLC in 2002 after more than 38 years of experience
in higher education development and philanthropy
management. Mr. Miller's university experience most recently
included the role of Vice Chancellor for University Advancement
at the University of Denver. In this capacity, he served as a
member of the University Cabinet and was responsible for development, alumni, and
parents programs. During his tenure, the University of Denver successfully completed a
$275 million capital campaign. Mr. Miller also served as Vice President for University
Advancement at Colorado State University and Ball State University and Executive Vice
President/CEO of the University of Nebraska Alumni Association.
An active professional in the field of development, Miller is nationally recognized as a
strategist in philanthropy, working with both public and private organizations. A
frequent lecturer on topics related to philanthropy and not -for -profit management,
Miller has presented to the Canadian Alumni Council, the Council for the Advancement
& Support of Education/CASE, and The American Fund Raising Professionals. He was
awarded the CASE Golden Steuben Apple Award for Excellence in Development
Teaching in 1993. Miller is the author of chapters in both the Handbook of Institutional
Advancement, published by Jossey-Bass and the Handbook for Alumni Administration
published by the American Council on Education and MacMillan Publishing. Miller is the
recipient of the Distinguished Service Award from the University of Nebraska, the
Distinguished Service Award from CASE District VI, and the Randolph P. McDonough
Service to Alumni Award from the University of Denver.
Mr. Miller completed his Master's work at Eastern Michigan University and holds a
Bachelor's of Business Administration from Washburn University. A world traveler, Mr.
Miller has visited 35 countries.
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