DEVELOPMENT PRESENTATION

December 6, 2006

DEVELOPMENT

• Serves as liaison between the Director of Development, staff, and Board members, facilitating communication and providing information

• Assists with overall personnel functioning of Development Department

• Performs a variety of special projects related to museum-related initiatives - Strategic Directions Committee and Nexus

• Oversees the teams responsible for developing and implementing strategies to raise funds for the museum

• Takes direction, instructions, and commands from the amazing Karen Tamez

KAREN TAMEZ

Executive Assistant to the Director of

Development

DORIA LEONG

Director of Development

• Organizes and implements member events

• Informs and updates members through mailings and emails

• Assists manager with long term goal planning for developing member base as well as sustaining current member base

• Oversees the Membership Department

• Works specifically on direct mail, renewals, marketing, and long-term strategic planning

MEMBERSHIP

STACY RACKUSIN

Membership Associate

MEGHAN MORTENSEN

Membership Manager• Provides excellent customer service to members and potential members by means of selling and renewing memberships

• Answers patron inquiries

• Assists with membership events

LORRAINE TUCHFELD

Membership Assistant

JEAN NEWHALL

Facility Rental Program Coordinator

TISHA HONG

Rentals Events Assistant

RENTALS

• Manages all corporate and social external rental events

• Oversees budget for the dept., including advertising, which has generated 50 events this past calendar year

• Effectively communicates with all internal museum depts. and staff to ensure successful events

• Facilitates venue guidelines to ensure that each event runs smoothly and successfully.

• First contact for all private event inquiries, primarily weddings.

• Maintains a symbiotic relationship with caterers, event planners, and all vendors so that the Asian Art Museum remains a top venue choice.

• Assists in the planning and organization of events planned for Jade Circle and Connoisseurs' Council

• Office and Administrative support

• Solicits, renews, and maintains gifts beginning at $3,000 all the way to $100,000+

• Establishes, fosters, and strengthens the connection these donors have to the museum by creating opportunities and experiences that are meaningful for them

SHERIE KAO

Development Associate

ELIZABETH BACCHETTI

Assoc Director of Ind. Giving & Special

Campaigns

INDIVIDUAL GIVING

RAINA HAN

Devo Assoc, Grants &

Sponsorships

JILL LINWOOD

Corporate Sponsorships

AMORY SHARPE

Director of Institutional Partnerships• Develops and manages high-level corporate relationships

• Oversees Corporate Partners program

• Responsible for raising $1 million+ in cash, plus $500,000+ inkind support

• Oversees institutional (foundation, corporate, and corporate) fundraising at the museum

• Assists the Director of Institutional Partnerships with proposal and report submissions to/presentations for foundations.

• Assists the Corporate Partnership program with proposals, presentations, benefits management, and stewardship events.

INSTITUTIONAL PARTNERSHIPS

• Performs specialized administrative and support functions related to the planning, development, and implementation of fundraising events, such as Chuseok and APA

• Currently focusing on Taste of Asia, a new fundraising event that will feature food tastings and seminars

• Handles fundraising events, Monsoon functions and oversees the Rental Program

• Develops new event concepts and guides Committees to create successful fundraising events

ANNIE CHEUNG

Special Events Assistant

SUSAN ENGEL

Special Events Manager

SPECIAL EVENTS

SUSIE TERADA

Info Systems Manager

WINNIE TONG

Membership Info Systems

Asst

JONATHAN OLIVES

Devo Info Systems Specialist• Prepares membership renewal extractions, and sends gift acknowledgment letters

• Imports and exports data to and from the database, runs reports

• Updates and maintains donor and membership information

• Produces donation acknowledgments for donors $1,000 and above

• Generates daily, bi-weekly, and monthly reports on contributions

• Fulfills data requests for lists, reports, and mailings and assists in the maintenance of the Raiser’s Edge database.

• Oversees the information systems area in the maintenance and administration of the donor database

• Fact checks

• Creates reports and procedures for membership and development gift tracking

INFORMATION SYSTEMS

DEVELOPMENT QUIZ!

Which board member is giving at the $100,000 level to the Annual Fund?

a) Dixon Dollb) Doris Leec) Akiko Yamazakid) All of the Abovee) None of the Above

Which board member is giving at the $100,000 level to the Annual Fund?

a) Dixon Dollb) Doris Leec) Akiko Yamazakid) All of the Abovee) None of the Above

The Avery Brundage Circle is composed of which group of

individuals?

a) Those who contribute $25,000 or more annually

b) A fan club whose main interest is Avery Brundage’s career with the Olympics

c) Family members and heirs who formed a group to learn more about collecting Asian art

The Avery Brundage Circle is composed of which group of

individuals?

a) Those who contribute $25,000 or more annually

b) A fan club whose main interest is Avery Brundage’s career with the Olympics

c) Family members and heirs who formed a group to learn more about collecting Asian art

Which 2006 fundraising event netted the most?

a) A Curious Affair Galab) Chuseokc) Preview Opening Gala of the Arts of

Pacific Asia Showd) Monsoon Opening Night Gala

Which 2006 fundraising event netted the most?

a) A Curious Affair Galab) Chuseokc) Preview Opening Gala of the Arts of

Pacific Asia Showd) Monsoon Opening Night Gala

Which celebrity couple hosted their wedding reception here?

a) Cindy Crawford + Rande Gerberb) Heidi Klum + Sealc) Christy Turlington + Ed Burnsd) Jessica Simpson + Nick Lachey

Which celebrity couple hosted their wedding reception here?

a) Cindy Crawford + Rande Gerberb) Heidi Klum + Sealc) Christy Turlington + Ed Burnsd) Jessica Simpson + Nick Lachey

Which corporation gives more money to the Asian Art Museum than

to any other Bay Area arts organization?

a) Tycob) Enronc) Bank of Americad) BPe) None of the Above

Which corporation gives more money to the Asian Art Museum than

to any other Bay Area arts organization?

a) Tycob) Enronc) Bank of Americad) BPe) None of the Above

Author Amy Tan’s latest novel, Saving Fish from Drowning,

mentioned the Asian Art Museum. In what regard was it mentioned?

a) The museum director led a fishing expedition to Nepal

b) The Jade Circle group disappeared on a trip to Burma

c) A visitor to the museum camped out in front of a sacred object and refused to leave

d) A museum donor gave the museum funds to build a koi pond on the premises

Author Amy Tan’s latest novel, Saving Fish from Drowning,

mentioned the Asian Art Museum. In what regard was it mentioned?

a) The museum director led a fishing expedition to Nepal

b) The Jade Circle group disappeared on a trip to Burma

c) A visitor to the museum camped out in front of a sacred object and refused to leave

d) A museum donor gave the museum funds to build a koi pond on the premises

As of this month, the Asian Art Museum has approximately how

many members?

a) 50,000b) 6,000c) 17,000d) 5e) 20,000

As of this month, the Asian Art Museum has approximately how

many members?

a) 50,000b) 6,000c) 17,000d) 5e) 20,000

• FY06-07: Development has the task of raising $7.6 million or 44% of the operating budget of $17.4 million

• Contributed Income: $5,586,000

• Earned Income: $2,014,064– Membership ($1,514,000)– External Rentals ($500,000)

[net of direct costs; gross of $625,000]

• Development also raises funds for:– Acquisitions: $160,000 in FY05-06– Endowment: $1.1 million in FY05-06– Non-budgetary projects

Development, At-A-Glance

• Jade & Avery Brundage Circles account for 32% of Devo’s fundraising - about 75 of 88 board members are in the Jade or Avery Brundage Circle

• Membership for 20% - current base is 17,000 members

• Foundations for 16% - currently at 80% of its goal

• Corporate Partnerships for 13% - Wells Fargo, Target, BoA,Target, United Airlines

• External Rentals (net of direct costs) for 7% - avg 50 events annually

Development, At-A-Glance

• Fundraising Events (net less expenses) for 4% - Chuseok, APA, Taste of Asia, Opening for Tezuka/Manga)

As of November 30, we are at 46% percent of our current FY06-07 operating income goal having raised $3.47 million

• As of September 30, total value of bequests and charitable trusts is approximately $12 million with new gifts for the preceding 12 months totaling $2.5 million

Development, At-A-Glance

The END!