Development and Alumni Affairs Program Review · Office of Development and Alumni Affairs 2013...
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Office of Development and Alumni AffairsOffice of Development and Alumni Affairs2013 Program Review
Office of Development and Alumni AffairsOffice of Development and Alumni Affairs
2013 Program Review
Organizational Chart
2012‐2013 Program Highlights and Achievements
FY12 Dashboard Goals Summary
SWOT Analysis
Where We are and Where We are Going…
FY13 GoalsFY13 Goals
Budget Request
Office of Development and Alumni Affairs
Organizational ChartOrganizational Chart
Dr. Herman J. Saatkamp, Jr.pPresident
Dr. Philip EllmoreChief Development Officer and
Executive Director College Foundation
Foundation Board of Directors
Jessica KowalExecutive Assistant to the Chief Development Officer and Principal Gift
Coordinator
VacantDirector of Annual Giving
Sara FaurotDirector of Alumni
Affairs
Cindy CragerAssociate Chief Development Officer and
Campaign Manager
Coordinator
Sandy LeoneProfessional Service
Specialist 4
Peg FioreDirector of Gift Fund Stewardship
Dawn HansDirector of Special Events
J i W i b
Marianne LarsenProgram Assistant 2
Nicholas Sena `08
Leadership Annual Giving Coordinator
i
Nikki StrothersProfessional Service Specialist 4
Janice WeisgerberTechnical Assistant 3Alumni Association
Board of Directors
Arminta BrownProfessional Service Specialist 4
Computer ServicesVACANT
Professional Services Specialist 4
Office of Development and Alumni Affairs
2012 – 2013 Highlights
Campaign
April 2012: announced $20.4 million raised in gifts and pledges against a $20 million goal. “Let’s Do More!” h ll t i t l t dditi l illi f challenge to raise at least an additional $2 million for scholarships by the end of the Campaign in June 2014.
As of December 31st campaign totals $21.3 million As of December 31st Foundation assets are $23.5
illi I F d ti t j t million. In 2003 Foundation assets were just over $3 million
Richard Stockton Society
In FY12 there were 197 members of the Society, an increase of nearly 12% compared to FY11. Richard Stockton Society members donated $7,410,000 in FY12 More than 93% of all contributions to the FY12. More than 93% of all contributions to the Foundation were given by Richard Stockton Society members.
Office of Development and Alumni Affairs
2012 – 2013 Highlights
Richard Stockton College of New Jersey FoundationReport of Assets 2003 ‐ 2012
20000000
25000000
10000000
15000000
5000000
10000000
02003 2004 2005 2006 2007 2008 2009 2010 2011 2012
Office of Development and Alumni Affairs
2012 – 2013 Highlights
Scholarship
During the period March 2012 through February 2013, more than two dozen new scholarships and book awards were completed to support the education of p p ppStockton students, including five new endowed scholarships by theend of the Campaign in June 2014.
More than 200 donors, student recipients, Deans, and key College community faculty and staff attended the Scholarship Recognition Dinner this year.y p g y
Alumni
Extensive updating of 42,389 alumni records was completed, resulting in more effective communication.
Stockton’s maturing alumni base has a growing sense of alumni pride and ismore informed, involved and invested in the mission of the College. Capitalizing on the College’s signature and targeted alumni events and affinity groups has provided more opportunity to inform our alumni about Stockton, involve them in alumni programming and increase the level of alumni engagement.
Office of Development and Alumni Affairs
2012 – 2013 Highlights
LPGA
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 at Stockton Seaview Hotel and Golf Club.
Special Events
As a result of Stockton’s involvement with the LPGA, we were able to bring golf pro Laura Diaz and her coach Ron were able to bring golf pro Laura Diaz and her coach Ron Philo to our Annual Stockton Golf Classic. The golf tournament netted more than $69,000 for scholarships, a 23% increase.
The 32ndAnnual Stockton College Scholarship Benefit Gala The 32 Annual Stockton College Scholarship Benefit Gala raised more than $460,000. The gala has generated more than $5 million over the past 10 years.
Office of Development and Alumni Affairs
FY D hb d G l SFY12 Dashboard Goals Summary
G l S f ll l d i l t Y M k th Diff Th Goal 1: Successfully plan and implement You Make the Difference: The Campaign for Stockton College
In collaboration with External Affairs, develop a marketing and communications plan/materials for the Campaign. communications plan/materials for the Campaign.
Create a master plan for donor contact and activity to ensure campaign success.
Goal 2: Expand current Major Gift effort into a systematic and strategic Major Gift Program.
Develop a systematic and analytical method for assigning major donors and potential major donors based on comprehensive wealth‐screening and potential major donors based on comprehensive wealth screening and segmentation of donor data‐base.
Develop and implement process and activity for systematic, on‐going relationship building with potential major donors that emphasizes face‐to‐f i di id l face, individual contact.
Develop and implement Principle Gift effort for potential donors assigned to President and/or CDO.
Office of Development and Alumni Affairs
FY12 Dashboard Goals Summary
Goal 3: Better position our strong Special Events programming as part of a comprehensive advancement effort.
Increase our awareness and use of the Gala and Golf Tournament as opportunity to introduce people to Stockton and to strengthen existing donor relationships.
Achieve net revenue of $433,000 from Scholarship Benefit Gala and Golf Tournament.
Develop Strategic behavior for relationship‐building events that occur th h t th LPGA Ai Sh tthroughout the year ‐ LPGA, Air Show, etc.
Grow the Scholarship Recognition event into a signature event.
Office of Development and Alumni Affairs
FY D hb d G l SFY12 Dashboard Goals Summary
G l G A l Gi i P A l F d S h l f d Goal 4: Grow Annual Giving Programs –Annual Fund, School‐focused initiative, etc.
Raise $197,000 in unrestricted Annual Fund.
Add an emphasis to raise annual giving restricted gifts for Schools and Academic Programs and establish a bench‐mark from which to set goals in coming years.
Develop new initiatives for encouraging annual giving from campus constituency.
Grow the Richard Stockton Society.
Goal 5: Continued strengthening of the Foundation Board.
Continue Board improvement in areas identified in the Board self‐assessment process.
Recruit new members to the Board with focus on alumni participation and diversity participation.p p
Grow the Board's understanding of philanthropic trends, issues in higher education, Foundation Board Governance, etc.
Office of Development and Alumni Affairs
FY12 Dashboard Goals Summary
Goal 6: Strengthen meaningful alumni engagement
Increase Alumni awareness of campaign.
Improve our understanding of alumni and the effectiveness of our alumni programming.
Increase alumni exposure to campus ‐main campus, Seaview, AC, etc.
Goal 7: Expand Stewardship Efforts
Simplify communication to donors re: the activity and status of their donated endowed funds while continuing to ensure accuracy of information.e do ed u ds e co t u g to e su e accu acy o o at o
Provide a systematic and reliable way to ensure donors are being thanked effectively and appropriately.
Increase effectiveness of Fund Stewardship, including accurate and systematic Increase effectiveness of Fund Stewardship, including accurate and systematic distribution, regular communication with various constituency re: fund availability and activity, interface with business office.
Office of Development and Alumni Affairs
D hb d G l S2012‐2013 Dashboard Goals Summary
Goal 8: Increase our ability to collaborate, both within the Office as well as throughout the campus communitywell as throughout the campus community.
Develop and strengthen efforts with Deans and Schools.
Improve our communication with the campus community re: Foundation activity ‐ raising, stewarding, and distribution of funds.
Strengthen our customer service to the campus community.
Office of Development and Alumni AffairsOffice of Development and Alumni Affairs
SWOT Analysis
Strengths Public announcement of Campaign Goal being reached and
Opportunities Recently completed Foundation Board Strategic PlanGrowing sense of alumni pride – a more informed involved and invested Stretch Goal announcement
President, Senior Administrators, Faculty, and staff visibility in community and professional settings including state and national task forces
Institutional Expansion Good press locally, regionally, and nationallyA community that cares – response to Hurricane Sandy Vision for our future and strong staff buy‐in to that vision
Growing sense of alumni pride a more informed, involved and invested alumni base leads to a higher level of alumni engagement
Let’s Do More. Final 16 months of the Campaign provides a chance to raise more support with a focus on scholarships
Reorganized staff positions us better to strive towards our program vision Capitalize on our ability to run very impactful events by positioning them as a
way to introduce and strengthen relationships Vision for our future and strong staff buy‐in to that vision
Weaknesses
Expansion of Annual Giving programWe have the ability to make decisions quickly and create new traditions Stockton Society Growth
Threats Limited financial and human resources to grow the Development and
Alumni Affairs program Lack of established planned giving program and long‐term gift planning
opportunities Young and philanthropically under‐developed alumni base
ThreatsUncertain state support of higher education Competing interests for philanthropic gifts Regionally dependant philanthropic program Regional focus on event fundraising , saturation of fundraising events
and competition for sponsorship funds from the same sources. Limited institutional experience with philanthropy Limited ability to effectively extract our data for use in decision‐makingWe are growing our program, will we be able to keep pace?
p p p Philanthropic impact from Hurricane Sandy Volume and pace of work make it difficult to think creatively and
improve processes
Principal Gifts
Planned Gifts
Leadership Annual Giving
Major Gifts
Annual Giving
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Leadership
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Office of Development and Alumni Affairs
FY13 Goals
G l I Phil th i S tGoal 1: Increase Philanthropic Support
Grow the Annual Fund by 5%.
Increase overall Alumni giving participation by 1%.
Add at least 50 new members to the Richard Stockton Society.
Add at least 5 new endowed scholarships.
Prepare for continued growth of the College Foundation and Stockton's d l t development program.
Goal 2: Build Constituent Engagement
Hold at least 4 affinity‐based alumni events.
Hold at least 3 Foundation‐sponsored Community Gatherings.
Increase visibility and awareness of the Foundation in the region and among l ialumni.
Increase attendance at Gala and Golf events.
Office of Development and Alumni Affairs
FY13 Goals
G l St th P f l C lti ti Goal 3: Strengthen Purposeful Cultivation
Increase one‐on‐one contact with donors and potential donors.
Increase our awareness and use of the Gala and Golf Tournament as opportunity to pp yintroduce people to Stockton and to strengthen existing donor relationships.
Develop Strategic behavior for relationship‐building events that occur throughout the year ‐ LPGA, Air Show, etc.
G th S h l hi R iti t i t i t tGrow 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.
Office of Development and Alumni Affairs
FY13 Goals
G l G h l ti d i i f AdGoal 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 ‐te d ou co abo at o e o ts to ot e pa ts o t e co ege co u tyfaculty, staff, Foundation Board, volunteers, etc.
Office of Development and Alumni Affairs
Requests *Requests *
FY11 Budget FY12 Budget FY13 Budget FY14 Proposed
Budget Full/Part-time Staff $ 836,343 $ 990,384 $ 942,515 $ 1,062,515 Benefits $ 266,683 $ 304,515 $ 351,691 $ 401,691
Total Salary $ 1,112,038 $ 1,280,798 $ 1,338,806 $ 1,508,806
Total Non-salary $ 280,440 $ 234,052 $ 229,920 $ 259,920
TOTAL EXPENSES $ 1,392,478 $ 1,514,850 $ 1,568,726 $ 1,768,726
*Seeking two additional positions and operating dollars to support those positions
Office of Development and Alumni Affairs
2013 Program Review