Toolbox

The Michigan Tech Office of Advancement provides philanthropic fundraising for Michigan Technological University. The following information is available as a fundraising "toolbox" that the department can offer to assist colleges, schools and departments in their fundraising efforts.

Summary of Services

Prospect Research:
  • Identify major gift prospects and evaluate giving capacities
  • Connect prospect to appropriate fundraiser/prospect manager
  • Manage cultivation system/contact report system
  • Recommend prospect manager assignments
  • Overall fundraising coordination
  • Provide fundraising training workshop/seminars
  • Provide fundraising mentoring

    Contact: Mary Jane Lowney, Director of Advancement Operations
    mjlowney@mtu.edu
    , 487-2312
Annual Giving:
  • Assist in contacting alumni through direct mail, e-mail, and department newsletters
  • Conduct telemarketing for departmental fundraising

    Contact: Paula Nutini, Director, Annual Giving
    pjnutini@mtu.edu, 487-3609
Gift/Estate Planning:
  • Assist donors with giving opportunities including charitable remainder trusts, charitable gift annuities, pooled income funds, lead trusts, transfer of securities, bequests
  • Promote estate planning through direct mail, estate planning seminars, and newsletters

    Contact: Eric Halonen, Assistant VP of Advancement
    ehalonen@mtu.edu, 487-3604
Major Giving:
  • Assist in developing cultivation and stewardship strategies
  • Assist in all aspects of proposals, including writing, determining the proper amount for the proposal, strategies for major and planned giving proposals, dealing with objections to proposal
  • Advice on who to visit and how to secure appointments

    Contact: Eric Halonen, Assistant VP of Advancement
    ehalonen@mtu.edu, 487-3604
Industry Relations:
  • Assist in building partnerships with corporations, corporate and private foundations, government agencies and other organizations
  • Assist in identifying and engaging organizations that have the potential to provide support to university education, research and outreach activities
  • Assist with all aspects of coordinating and submitting proposals

    Contact: Brent Burns, Director, Industry Relations
    bburns@mtu.edu, 487-7746
Information Services:
  • Provide mailing lists
  • Report generation using fundraiser's specific criteria
  • Provide access to/training for Web tools, profiles of alumni and prospects
  • Provide reporting on gifts and pledges
  • Maintain alumni/friend/corporation/foundation database

    Contact: Mary Jane Lowney, Director of  Advancement Operations
    mjlowney@mtu.edu, 487-2312
 
Accounting:
  • Provide information on MTF investments
  • Provide official tax receipts to donors
  • Provide revenue and expense statements on accounts
  • Develop scholarship and endowed funds guidelines
  • Process disbursement requests

    Contact: Suzanne Morin, Controller, Financial Services and Operations
    smmorin@mtu.edu, 487-1931
Alumni Relations:
  • Provide an online event registration service through HuskyLink and assist in communicating event information to alumni and friends.
  • Supply packages of Michigan Tech alumni gear, (pens, pins, decals, etc.), for distribution at events and to alumni visitors on campus.
  • Offer opportunities for departments to communicate with class reunion attendees in advance of the Alumni Reunion held each August.

    Contact: Brenda Rudiger, Executive Director, Alumni Relations
    brudiger@mtu.edu or 487-2400