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Presented by:
Mary Burkhart, Auburn University Academy for Lifelong Learners, AL
Carol Eliason, Learning in Retirement, Edison College/Charlotte Foundation, FL
Ken Kotecha, Learning in Retirement Institute, University S. Florida (Moderator)

This workshop looked at different ways of acquiring operating and other funds.

Please contact the presenters for more detailed information.

AUALL at Auburn University
• For their 10th anniversary celebration they got funding from the University.
• They have established a Foundation account thanks to a donation from a member.
• There is always a special section on the registration form giving people the option to donate extra  money to the program.
• They have also developed a “memorial gifts” and “gifts in honor of” program.

LIR at Edison College/Charlotte Foundation
• The Charlotte Foundation donated $1 million to the College to conduct a Health Aging Study in Charlotte County.
• As part of that study, the LIR at Edison Community College was founded.
• People take classes at the LIR and “pay as they go.”
• To cover other expenses, the LIR also has a separate “Friends” program.
• Friends program goals are to provide funding support for innovative programming and to reach out to
   a broader base of potential students.
• A $20-$25 yearly membership includes a special lecture/luncheon series and day trips.
• This money also pays for such contingencies as the LIR banner, “I Love LIR” stickers, postage, long distance calls, thank-you gift cards for speakers, an annual thank-you luncheon for all volunteers and decorations for special events.
• They now have approximately 100 “Friends.”

Other fundraising ideas from the floor included:
• Annual Appeal
• In Honor Of programs
• Business Sponsorship
• Charging a little extra for field trips
• Working with host development offices
• Drawing on the fundraising expertise of the members
• Raffles, auctions and social events
• State Humanities Councils
• Wellness funds from foundations, both local and national
• Offering courses at local retirement communities (developers will pay for this)
• Listing several different projects on an appeal so people can choose where they would like their money to go


October 11, 2008
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