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2013‐2014 Office of Development and Alumni Affairs Program Review
A Comprehensive Development Program
2013‐2014 Office of Development and Alumni Affairs Program Review
Principal Gifts
Leadership Annual Giving
Major Gifts
Annual Giving
Alumni
Affairs
Supp
ort
Services
Planned Gifts
Stew
ards
hip
Data
A look back…
2013‐2014 Office of Development and Alumni Affairs Program Review
June 30, 2007
2013‐2014 Office of Development and Alumni Affairs Program Review
At the end of FY07 Foundation Net Assets were at $6.9 million and money raised for that year was $1.13 million
10.5 FTE Staff Members
umni
fairs
umni
fairs
Leadership Annual GivingLeadership Annual Giving
S
Major GiftsMajor Gifts
Principal GiftsPrincipal Gifts
Planned GiftsPlanned Gifts
Annual GivingAnnual Giving
DataData
pport
rvices
pport
rvices
Su
Se Al
Af tewards
hip
tewards
hip
And now…
2013‐2014 Office of Development and Alumni Affairs Program Review
June 30, 2013
2013‐2014 Office of Development and Alumni Affairs Program Review
At the end of FY13 Foundation Net Assets were at $24.9 million and money raised for that year was $2 million
16.5 FTE Staff MembersPrincipal Gi
nual Givingnual Giving
Stew
a
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Major GiftsMajor Gifts
Planned GiftsPlanned Gifts
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Supp
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Alum
Affa rdsh
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Leadership An
Annual
Data
GivingGiving
2013‐2014 Office of Development and Alumni Affairs Program Review
2013‐2014 Office of Development and Alumni Affairs Program Review
Some highlights from this past year…
2013‐2014 Office of Development and Alumni Affairs Program Review
7 new endowed scholarships
2013‐2014 Office of Development and Alumni Affairs Program Review
2 new programmatic and facility funds and 1 planned gift
12 new annual and multi‐year scholarships
FY13 Scholarships and Endowments
Doubled the number of targeted alumni engagement events
2013‐2014 Office of Development and Alumni Affairs Program Review
The Foundation distributed $1.1 million for scholarships, academic and facilities support, and other types of program support
2013‐2014 Office of Development and Alumni Affairs Program Review
2013‐2014 Office of Development and Alumni Affairs Program Review
In FY13, more than $400,000 of this amount went to scholarships. The Foundation awarded more than $500,000 for scholarships for FY14
Each year the records improve both in quantity and quality, through data append projects and independent research
2013‐2014 Office of Development and Alumni Affairs Program Review
Ramped up annual giving solicitations; anticipate 21 direct response pieces sent in FY14 compared to 2 in FY13
Social Media StatisticsFacebook‐ 2,655 Fans (25% increase compared to FY13)Twitter‐ 501 Followers (65% increase compared to FY13)LinkedIn‐ 2,624 Connections (16% increase compared to FY13)
Office of Development and Alumni AffairsHighlights and Accomplishments
2013‐2014 Office of Development and Alumni Affairs Program Review
Development College Foundation Assets Reach Record $27.1 million as of Dec. 31, 2013. For FY13, the Foundation distributed $1.1 million for scholarships, academic and facilities support, and other types of program
support. More than $400,000 of this amount went to scholarships. The Foundation awarded more than $500,000 for scholarships for FY14.
For FY13, 7 new endowed scholarships, 2 new programmatic and facility endowments, 1 planned gift and 12 new annual and multi‐year scholarships.
July 1, 2007 through June 30, 2014 Total Campaign Giving as of June 30, 2013, $22,660,000, goal $20,000,000 “You Make the Difference, the Campaign for Stockton College,” is a comprehensive fundraising campaign that continues through June 30 of this year.
Foundation Board Strategic Plan committee restructure and new focus on: Principal Gifts, Planned Giving Program and Expansion of Geographical Reach.
Secured Sandra Day O’Connor as the inaugural speaker of The Pappas Visiting Scholar Series, with an anticipated attendance of 3,000.
Conducted a feasibility study and began campaign planning for the College’s first Hammonton fundraising campaign. The Hammonton Fundraising and Awareness Campaign will launch in May 2014 in an effort to secure $100,000 to establish the first Hammonton Scholarship Endowment.
More than 70 faculty, staff, students and friends of Stockton volunteered to work concessions and marshal the fourth hole during the annual tournament. Hosted more than 250 guests in Stockton’s Executive Suite during the ShopRite LPGA Classic atStockton Seaview Hotel and Golf Club.
Alumni Affairs Professional Achievement Awards: Increased level of collaboration with Deans and faculty has led to a highly select group of
alumni nominations for the annual award. Significant increase in targeted alumni programming. The number of alumni events has doubled over last year and strategic
programming and integrated advancement has resulted in more meaningful follow up. The number of targeted alumni engagement events has doubled over last year.
Office of Development and Alumni AffairsHighlights and Accomplishments
2013‐2014 Office of Development and Alumni Affairs Program Review
Annual Giving Completed FY13 with 232 members of the RSS. 35 more than FY12. Currently in FY14‐ 112 RSS members. 31 members are brand new donors at the leadership level. More than 80 people attended the annual Richard Stockton Society Reception. Major Gifts‐ LAG secured two major gifts: Steele Scholarship at $25K and Barker Scholarship at $52K. Hired an Annual Giving Coordinator. Example of integrated advancement‐ Professional Achievement Awards, Dean identified alumni, AR hosted event, LAG followed
up and received leadership gifts Increase engagement on all social media platforms. At least 3 posts per day. Social Media Statistics: Facebook‐ 2,655 Fans (25% increase compared to FY13) Twitter‐ 501 Followers (65% increase compared to FY13) LinkedIn‐ 2,624 Connections (16% increase compared to FY13) Ramped up annual giving solicitations. 16 direct response pieces sent currently in FY14 compared to 2 in FY13. An additional 5
scheduled before the end of the fiscal year. Projected Annual Giving touches for FY14 is 31,533.
Advancement Services Addition of programmer. Scholarship Recognition Dinner is now a signature event. More than 250 donors, student recipients, Deans, and key College
community faculty and staff attended the Scholarship Recognition Dinner this year. Increase in Strategic Special Events. Increased our reporting capabilities while empowering other staff to run reports. Increased focus on Scholarship Selection Committee process improvement and automation. Increase in Stewardship activities. Each year the records improve both in quantity and quality, through data append projects and independent research would
work.
Office of Development and Alumni AffairsSWOT
2013‐2014 Office of Development and Alumni Affairs Program Review
Strengths Enhanced gift processing and expertise provides credibility for us as a department Increased knowledge and use of Banner Additional cross‐training has resulted in a more clearly defined scope of work and increased
level of expertise among staff members Improved data integrity and progress in all areas of capturing data and finding errors Events have expanded and become more integrated: Scholarship Recognition Dinner, The
Pappas Visiting Scholar Series, Gala, Golf, LPGA, Professional Achievement Awards, various donor recognition events
Improved Scholarship Selection process Increased overall reporting capabilities Outreach to internal and external constituents has increased in both size and scope including
social media, Annual Giving direct response pieces, the Foundation Board, numerous Alumni Events, etc…
Creatively making use of limited resources Youth of integrated comprehensive advancement model allows for flexibility,
experimentation and adaptation to ever‐changing circumstances
Opportunities New Stockton locations and partnerships create new opportunities for outreach,
engagement and fundraising Expand our outreach to students, young alumni, disengaged alumni and community donors Continue to grow integrated approach to engagement Increased identification & cultivation of alumni leading to higher levels of engagement &
giving Estate planning opportunities as maturing alumni population reach retirement age. Increased pride among alumni Momentum of first successful comprehensive campaign Enhanced awareness throughout the campus of our office’s mission has resulted in a
strengthened reputation of collaboration, credibility and quality of work Increased growth and branding of the Richard Stockton Society and leadership annual giving
Weaknesses Need a more systematic approach to recognition of donors High volume and pace of work makes prioritizing projects difficult Very limited automated data upload capabilities create demand for manual data entry and
increased risk of data error Constituent segmentation constraints hamper ability for quick and efficient communication Reporting capabilities struggle to keep up with demand for information Space challenges: dedicated fundraising calling center, inadequate office space and alumni
receiving area Lack of expertise related to web design leads to inefficient use of website and time consuming
updates Lack of volunteer‐focused alumni programs i.e.: regional chapters, affinity clubs, a utilization
of alumni with partners such as Admissions and the Career Center
Threats Growth of College creates growing demands on staffing, resources and technical support Operational budget has not increased in relation to the additional staff, program expectations
and demands Demands on our partnerships across campus have increased their requests for assistance,
challenging our department’s ability to focus on our own work. Lack of a culture of philanthropy among our current students and alumni Increased community competition for event‐based fundraising Increased student debt and cost of education hinders alumni and parent giving programs Perception that Stockton is well funded, especially in lieu of new buildings
2013‐2014 Office of Development and Alumni Affairs Program Review
Office of Development and Alumni Affairs
FY13 Dashboard Goals Summary
Goal 1: Increase Philanthropic Support
Grow the Annual Giving by 5%.
Increase overall Alumni giving participation by 1%.
Add at least 50 new members to the Richard Stockton Society.
Strengthen and expand the Richard Stockton Society as a tool for the cultivation, solicitation and stewardship of donors.
Add at least 5 new endowed scholarships.
Goal 2: Build constituent engagementHold at least 4 affinity‐based alumni events.
Hold two (2) lunches with a school or college dean and leadership prospects.
Begin forming a Richard Stockton Society volunteer steering committee made up of members of the RSS
Build a comprehensive Young Alumni Program
Hold at least 3 Foundation‐sponsored Community Gatherings.
Increase visibility and awareness of the Foundation in the region and among Alumni.
2013‐2014 Office of Development and Alumni Affairs Program Review
Office of Development and Alumni Affairs
FY13 Dashboard Goals SummaryGoal 3: Strengthen Purposeful Cultivation
Increase our awareness and use of the Gala and Golf Tournament as opportunity to introduce people to Stockton and to strengthen existing donor relationships
Increase one‐on‐one contact with donors and potential donors.
Develop Strategic behavior for relationship‐building events that occur throughout the year ‐ LPGA, Air Show, etc.
Plan the RSS reception for Constitution Day
Grow the Scholarship Recognition event into a signature event
Goal 4: Create Effective Stewardship
Work to develop an office culture focused on effective stewardship of donors and potential donors..
Continue strengthening of donor data and our use of that data.Begin forming a Richard Stockton Society volunteer steering committee made up of members of the RSS
Goal 5: Grow the evolution and integration of Advancement
Create an office culture in which collaboration and integration are the norm
Extend our collaboration efforts to other parts of the college community ‐ faculty, staff, Foundation Board, volunteers, etc.
2013‐2014 Office of Development and Alumni Affairs Program Review
Office of Development and Alumni Affairs
Operating Budget Comparison
FY12 Budget FY13 Budget FY14 BudgetFull/Part‐time Staff $990,384 $942,515 $1,129,097
Total Non‐salary $227,270 $227,270 $227,270
Requesting a $75,000 Increase to our Operating Budget
2013‐2014 Office of Development and Alumni Affairs Program Review
Professional Development; and Increased Staff Supplies and Support
What do we do now to position ourselves for success in the next campaign?
Increase Annual Giving Activity
Expand Alumni Engagement & Communications
Strengthen Donor Recognition
On‐going Data Upkeep
2013‐2014 Office of Development and Alumni Affairs Program Review