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Course Title:
Everything you always wanted to know about a development audit but were to ask!

Facilitator

Hillel J. Korin
Korin Development Associates
President

19 Druid Hill Road
Newton Highlands, MA 02461
tel: (617) 964-6938
fax: (617) 663-6018
mobile: (617) 967-5166
IM: hillelkorin@msn.com
hillel@korindevelopment.com
hkorin@comcast.net
http://www.korindevelopment.com

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Course Objectives:

  • The objective is to take the mystery out of major gifts and to recognize that a strong annual fund program is the key to a successful major gifts program.
 
Theme
Reading
Discussion Questions
Week One
None provided.
None provided.
Constructing the audit and what information it is designed to elicit
o Including samples of audits, a discussion off who participates, outcomes to expect.
Week Two
None provided.
None provided.
Explaining the audit to staff and why it is being conducted
Taking the fear out of the audit process
Week Three
None provided.
None provided.
Audit findings and interpretation Internal and External
What have we learned and what are the implications?
Week Four
None provided.
None provided.
Implementing the audit report
We have the data now how do we use it and how do we begin the process of strengthening our development operations are we ready to invest?

About Hillel...

As president and founder of Korin Development Associates, Hillel Korin has more than 30 years experience in the fundraising – resource development field some of the organizations and institutions that have benefited from his expertise include; The Partnership for Excellence in Jewish Education, Brandeis University in Waltham Massachusetts, and The Combined Jewish Philanthropies of Greater Boston, The Boys and Girls Club of Waltham and The New England Aquarium.

While at Brandeis, his leadership and relationship building skills secured the funding for several fully endowed chairs with gifts in excess of 2 million dollars. Using his insight and knowledge of the local and national communities, he created the plan for The President’s Council on Athletics. He staffed; The Fellows of the University, The Cohen Center for Modern Jewish Studies and The Fisher Bernstein Institute for Leadership Development and Philanthropy. Korin developed programs to cultivate and engage many of the University’s earliest families. While managing the Annual Fund he instituted The Annual Fund Scholars Program to provide alumni and friends of the University with opportunities to support student scholars annually.

As Vice President of Development for the Combined Jewish Philanthropies of Greater Boston, Boston’s Jewish Federation he personally solicited gifts in excess of a million dollars. This included gifts for naming opportunities at the Jewish Community Campus. In his career at the Jewish Federation Korin frequently was asked to consult to other communities on the development and structuring of annual campaign programs and solicitor development models. In addition, he also consulted to many communities as they developed community capital campaigns. During his tenure at CJP Korin served as the Chair of The Campaign Director’s Institute and was recognized by his peers as an outstanding professional when he was awarded The Vivian Rabineau Memorial Award for outstanding accomplishments and service to the field.

At CJP, Korin managed a staff that numbered more 20 professionals and more than 15 in support. Korin developed many innovative donor solicitation concepts that became the model for resource development programs in the Federation field. Korin regularly designed and led board solicitation and training programs in support of the community’s annual campaign. Highlighting his years as the Federation’s Chief Development Officer, Korin led the community to annual campaign growth that exceeded expectations. Korin has also had significant experience as a consultant.

He successfully developed a specialized resource development delivery program for The Partnership for Excellence in Jewish Education (PEJE). Working with a national pool of resource development experts Korin and PEJE designed a series of diagnostic tools and exercises to help day schools assess the current state of their development programs and to assist in the creation and implementation of resource development plans. While working with PEJE and a national network of day schools throughout the United States he regularly assisted schools in capacity assessment, comprehensive development planning, and engagement of development counsel. He is frequently called upon to assist day schools in the assessment of board capacity and campaign readiness by designing and conducting development audits and campaign feasibility studies.

Korin is a mentor and developer of well-trained and accomplished staff. Resource Development professionals trained by Korin now hold senior level development positions in communities and organizations throughout the country including; The Jewish Federation of St. Louis, Jewish Family and Children’s Service of Greater Boston, Hadassah, The Rashi School and the Jewish Federation of Greater Philadelphia to name just a few.

Mr. Korin received his undergraduate degree from Brandeis University in 1972 where he majored in history and was instrumental in the development of the Friends of Brandeis Athletics and the growth of the Brandeis Hillel Foundation. He received his graduate degree from the Hebrew Union College - Jewish Institute of Religion in Los Angeles. He was recently awarded an honorary degree in recognition of his outstanding service to the field.

In addition to his professional activities, Korin serves on a number of philanthropic boards including, The New England Aquarium, Friends of Brandeis Athletics, and Brandeis University Hillel Foundation. He served as President of The Brandeis University Alumni Association’s Greater Boston Chapter and as Co chair of his 25th reunion. His extensive knowledge of the Greater Boston philanthropic community has enabled him to provide entrée to many community leaders for several organizations.

 
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