New Director Webinar Presentation FINALADAD6519-79A3-4DD1-8611-C3E89A1C78CE}/New... · Pat Reilly...

2013 New Director Orientation Webinar

New Director Orientation Webinar

May 20, 2013

2013 New Director Orientation Webinar

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Section Page

1. Welcome & Introductions2. WGA ESF History & Overview3. Education4. Development5. Tournaments6. WGA Director Responsibilities7. Director Development Committee8. Q&A and Concluding Remarks

Section Index

2013 New Director Orientation Webinar 3

Section 1

Welcome & Introductions


Section 1 – Welcome & Introductions

Welcome to the ranks of WGA Directors, or “Green Coats,” who have beenserving the Western Golf Association since 1899.

• This webinar is meant to help youunderstand your role as a WGADirector and provide you with thetools to be an effective steward forthe organization.

• We will provide an overview andhistory of the organization, anintroduction to the departments ofthe organization and discuss thespecific responsibilities of a WGADirector.



On the call today:OfficersJim Bunch – ChairmanDennis O’Keefe – Vice ChairmanJohn Mendesh – Secretary

Board of GovernorsBill AshendenJohnston ErwinPat ReillyBob RoachBob Webster

StaffJohn Kaczkowski – President & CEOBill Kingore – Vice PresidentJeff Harrison – Vice President, Education

New WGA DirectorsBrayton AlleyReb BanasBruce BaumbaughJon BrendleMike Byrne

Timothy CavanaghSalvatore CimboloJoe ClancyLaura Bracken CloughGeorge DavisDon DominicDavid EllisWendy EvansBill FaberJohn FaganSteve FordneyGlenn GeistRichard GenettJeffrey GrimesGreg HamstraCynthia HirschGeorge “Chip” HollandPaul LanePeter LannonSteve LevittAllen LewisRichard LipowiczScott Malpass

Kevin McGuireKevin McMahonMichael MeehanJohn MooreJerry MorganDavid NeebSteve NelsonJon NorgardSean O’ReillyJames ParsleyLawrence PerlinRyan PottsJay ReseighBiff RuttenbergCal SimmonsMark StanleyPatrick SullivanScott TakekawaPerry ThompsonNicholas ZagottaBen Ziolkowski



Geographic representation of those on the call:


Section 2

WGA ESF History & Overview


Section 2 – WGA ESF History & Overview

The game of golf is first played in Chicago in 1892.

Passion for the game spread quickly around Chicago and 17 local golf clubs were started in the 1890s.

On April 27, 1899, golfers from the 17 local clubs gathered at the Grand Pacific Hotel in Chicago to officially form the regional golf association, the Western Golf Association.

8



Belmont Golf Club, Belmont

Chicago Golf Club, Wheaton

Edgewater Golf Club, Edgewater

Evanston Golf Club, Evanston

Glen View Golf and Polo Club, Golf

Midlothian Country Club, Blue Island

Onwentsia Country Club, Lake Forest

Riverside Golf Club, Riverside

Skokie Country Club, Glencoe

Washington Park Club, Chicago

Westward Ho! Golf Club, Oak Park

Midlothian Country Club 1899

The Founding Clubs of the Western Golf Association



In 1955, the WGA opened its current headquarters located in Golf, IL. The organization also currently maintains a tournament office in Oak Brook, IL and a development office in Chicago, IL.

Chicago golf legend, Charles “Chick” Evans Jr., set aside winnings from golf tournaments and proceeds from a series of instructional golf recordings to start a scholarship foundation.

The first two Evans Scholarships were awarded in 1930 to Harold Fink and Jim McGinnis who attended Northwestern University, our alpha chapter.



Championships For Scholarships – The Essence of What We Do Today

Championships

The WGA has been running golf tournaments since 1899. Today it runs 4 events that are allconsidered best-in-class events in their respective fields; the BMW Championship(originally the Western Open), the Western Amateur, the Western Junior and the HotelFitness Championship.

Scholarships

Since 1930, the WGA has been administering the Evans Scholars Foundation. Since then,the more than 10,000 deserving men and women caddies have received the Scholarship.The Scholarships are awarded on the merits of academic excellence, outstandingcharacter, a strong caddie record and demonstrated financial need. Today there are 835current Evans Scholars, most of them attending one of 14 universities where theFoundation owns and operates a Scholarship House.


Section 3

Education


Section 3 – Education

The Evans Scholarship is a generous award and a serious responsibility.The Scholarship is awarded annually and renewable for up to four years.

The four pillars of our Evans Scholars program include:

• Scholarship – The primary obligation of an Evans Scholar is academic success. For the academicexperience to be most meaningful, Evans Scholars exert themselves to achieve the greatestpossible level of academic success.

• Leadership – Evans Scholars are actively involved in chapter affairs and participate in campus orcommunity activities outside the chapter.

• Chapter Living – The merits of the Evans Scholarship House program are found in the experienceof group living. Every Evans Scholar learns to live and work effectively with the other members ofthe chapter.

• House Maintenance – Each Evans Scholar shares responsibility for the upkeep of the ScholarshipHouse. All Evans Scholars perform certain duties essential to maintaining the cleanliness of thehouse.



Evans Scholars Program: At a Glance

Current Scholars: 835New Awards for 2012-2013: 230New Awards for 2013-2014: 240Total Alumni: 9,600

Cumulative GPA: 3.25Graduation Rate: 92%

2012-2013 Tuition & Housing Costs: $12.7 million

Scholarship Tuition Awarded Since 1930 $180 million



Distribution of Evans Scholars by University

School* Scholars Alumni

Colorado 41 412Illinois 120 1,120Indiana 55 560Marquette 60 649Miami 47 413Michigan 61 720Michigan State 60 787Minnesota 61 42Missouri 42 429Northern Illinois 38 241Northwestern 39 670Ohio State 60 756Purdue 37 414Wisconsin 63 913

*Schools with Scholarship Houses

School Scholars Alumni

Oregon 10 195Oregon State 20 67Penn State 5 56Washington 14 212Washington State 2 25



All Evans Scholarship applicants participate in a thorough screeningprocess.

• Application & Essays – Potential Evans Scholars first fill out an application that measures fourareas: academics, character and leadership, caddie record and financial need. The applicationincludes a personal essay from the student and statement of financial need from the parents.

• Letters of Recommendation – Applicants are encouraged to ask for letters of recommendationfrom their club’s caddie manager, golf pro, club president and members. They are also encouragedto ask for recommendations from their teachers at school.

• Selection Interviews – Once an applicant has been determined to be a quality candidate for theScholarship, they are invited to a final interview in frontof an Evans Scholars Selection Committee. TheCommittee is comprised of WGA Directors, EvansScholar alumni, Club members, major donors and otherfriends of the program. The candidates then interviewwith the committee, press conference style. Within aweek, the candidate will receive indication whether ornot they receive the scholarship.



Sample of an Annual Selection Meeting Schedule (2012-13)Region/ Host Date LocationChicago-area (No. 1) Thursday, November 15, 2012 Ridge Country Club

Ohio Golf Association Friday, November 30, 2012 Canterbury Golf Club

Minnesota Golf Association Thursday, December 6, 2012 The Minikahda Club

Chicago-area (No. 2) Monday, December 17, 2012 Northern Trust Auditorium

Wisconsin State Golf Association Thursday, December 20, 2012 Chenequa Country ClubNortheastern Wisconsin Golf Association

Indiana Golf Association Wednesday, January 9, 2013 South Bend Country Club

Chicago-area (No. 3) Saturday, January 12, 2013 Conway Farms Golf Club

Golf Association of Michigan Thursday, January 17, 2013 Plum Hollow Country Club

St. Louis District Golf Association Wednesday, January 23, 2013 Lake Forest Country Club

Colorado Golf Association Wednesday, January 30, 2013 Lakewood Country Club

Chicago-area (No. 4) Wednesday, February 20, 2013 Riverside Golf Club

Oregon Golf Association Wednesday, February 27, 2013 Royal Oaks Country Club

Washington State Golf Association Thursday, February 28, 2013 Broadmoor Golf Club

Chicago-area (No. 5) Monday, March 4, 2013 WGA Headquarters



Profile of an Evans Scholarship Recipient in 2013

Caddie Record

Average Number of Years Caddying: 4Average Number of Total Loops: 160

Academics

Average Overall GPA: 3.7Average ACT Score: 27

Financial Need

Average Household Income: $62,000



The Scholarship application can be downloaded online. The informationsheet below is distributed to the clubs with information on the process.

Front Back



The health of the Evans Scholars program is closely tied to the quality ofthe local caddie programs and the caliber of the Evans Scholarshipcandidates they produce.

• Support of Club Members - The club members have to embrace the caddie program in order toencourage caddies to come to the caddie yard every day. The willingness of the members toembrace the traditions of golf with a caddie will largely dictate the success of the caddie program.

• Support of the Board – The caddie program will not go far without the support of the board at yourclub. It is important that the Director serves as a liaison between the WGA and the board, providingupdates on the Evans Scholarship and the significant impact it has on the lives of its recipients.

• Educating Parents – Once parents discover the Evans Scholarship, they become great advocatesfor getting their children to the course every day. It is important to work with the caddie manager tospread the word about the Evans Scholarship.

• Community Outreach – Some WGA Directors go so far as to visit local schools to talk to teachersand principals about the Evans Scholarship, asking them to recommend top students to startcaddying.



There are a wealth of resources available at wgaesf.org to help youstrengthen your club’s caddie program.

Tim Orbon serves as Caddie & Scholarship Manager for the WGA. He is a great resource for everything related to caddie programs. Please feel free to reach out to him at [email protected] or 847-724-4600, x3780.



Scholars will send you an Annual Report, which should be shared with the club members and board.

January 14th, 2013

Dear Members of Park Ridge Country Club and Scholarship Committee,

I’ve certainly come a long way since I donned an electric yellow caddie shirt to carry my first golf bag down hole 1 at PRCC five years ago: I’m writing today as an Evans Scholar freshman at Northwestern University to thank you from the bottom of my heart for supporting the Chick Evans Scholarship Program. I know that lanky, nervous fourteen-year-old with a family legacy of Evans Scholars may have had some inkling that she might end up attending one of the most prestigious colleges in the country on a full scholarship. But I can tell you without a doubt that after just one short quarter, the Evans Scholarship has already turned out to be a thousand times more meaningful than I could have ever predicted. Members of Park Ridge, there is no way this opportunity could have been possible without your faithful support of the Evans Scholars Program. There is a reason that PRCC leads the nation’s country clubs in number of Scholars currently attending school! Please know that the incredible enthusiasm and generosity which exists at PRCC, in addition to the rich atmosphere of mentorship and leadership which we caddies enjoy while looping, has had a life-changing impact on me and so many other Scholars’ lives by allowing us to live the Evans Scholars dream each and every day we are at college.

I am currently attending NU in Evanston as a tentative computer science major in the class of 2016. In fall quarter I earned a 4.0 GPA and placed onto the Dean’s List for academic achievement. I also played intramural dodgeball and volleyball with Evans Scholars, and am looking forward to floor hockey and soccer in the winter and spring. This quarter, I began working as a part of the kitchen crew at Gamma Phi sorority. After catering wedding banquets throughout middle and high school, it is great to be back at a fast-paced, straightforward job where I can interact with cooks and fellow workers in a familiar environment.

The rest of 2013 holds so much excitement and potential for me in academics, extracurricular activities, and personal growth. Over the next six months here at NU, one exciting class I will be taking is a humanities course taught debate-style by Morton Schapiro (economics professor and president of NU) and Gary Saul Morson (Russian literature professor and literary critic). Chapter elections are also coming up soon and I intend to run for Special Events Chair. If elected, my duties would involve coordinating

events such as the Summer Picnic, the Alumni Bike Ride, the annual Director’s Dinner, and the ES Homecoming Float, as well as being in charge of apparel for the chapter. I loved participating in these events this year, and I decided to run when I realized that I have many new and creative ideas for improving upon them.

In just a few short months of life as a Scholar, the day-to-day emphasis placed uponscholarship, leadership, group living, and house maintenance has made my life so much more meaningful than any other Northwestern freshman’s. Simply living in such close proximity with an elite team of academically, emotionally, and personally impressive individuals as friends and mentors has allowed me to explore the many different faces of success in a deeply personal way. The pride and honor I feel at being a Northwestern Evans Scholar is unparalleled. Thank you for making this possible. Your Par Club donations, your readiness to embrace your roles as mentors to the Scholar hopefuls who carry your bags, and your personal enthusiasm for the program has enabled me, along with each Scholar who has changed my life by their example, to be here at school and part of Chick’s dream. I hope to continue to do my best to reward the good faith and investments of the members of Park Ridge Country Club.

Regards,Maria Nobuko AiuraNUES '16



Through the Director Portal on the WGAESF.org website, you can accessuseful information about your golf or country club.



Although the Evans Scholarships roots are Midwest-centric, there hasbeen a steady expansion over the years, most recently into the PacificNorthwest and East Coast areas.

• Pacific Northwest – We currently have Scholars attending Washington, WashingtonState, Oregon and Oregon State in the Pacific Northwest. We recently added a full-timestaff position of Director, West Region, which is held by Bill Moses. Bill is working withour Directors to bolster caddie programs in the area, as well as start a few newprograms. We are also in the process of consolidating all of our Scholars into oneschool where we can eventually have a Scholarship house.

• East Coast – In recent years we have awarded several Scholarships to caddies fromthe New York and Connecticut areas. Because of the golf associations in the area beingprotective of their own Scholarship programs, there has been resistance to us openlymarketing the Evans Scholarship in the region. In 2013, great strides have been made inour relationships with these golf associations and beginning this year, we will beworking more closely with courses on the East Coast to promote the Evans Scholarship.


Section 4

Development


Section 4 – Development

Current Fundraising Programs

The WGA Development Team is responsible for raising financial support forthe Evans Scholars Foundation through a process of storytelling, constituentrelationship management, data integration, and targeted messaging to theFoundation’s various key constituents.

Process and Program Drivers

• Operating Revenue• Basic Par Club Giving• Match Play Challenge• Match Play Partners & Super Donors• Events & Fundraisers• Corporations & Foundations

• Capital & Endowment• Endowed Named Scholarships• Chick Evans Society• Capital Campaigns (as needed)• Illinois Endowment Campaign

• Staff-Led Initiatives• Moves Management & Solicitor

Relationship Management• Database & Website Management • Communications/ Messaging

• WGA Director & Alumni-Led Initiatives• Director Development Committee• Endowment & Fundraising Committee• Par Club Committee• Alumni Association• The Leadership Council• Donor Panel (being developed)


The Need Is Greater Than Ever

$7.0$8.0

$9.5

$11.0 $12.0

$5

$8

$10

$13

Tuition and Housing Costs Have Nearly Doubled In Recent Years

Tuition and HousingCosts at Evans ScholarHouses (in $ millions)

Tuition and housing costs have risendrastically in last five academic years tonearly $12 million in the 2012-2013 AcademicYear. Education costs are projected toincrease at a estimated rate of 5% per year.The number of Evans Scholars in school willalso rise as more Scholarships are awardedincrementally each year.

592

724

671

705 711725

550

600

650

700

750

Evans Scholarship Applications Are On The Rise

Evans ScholarsApplications

Applications for the Evans Scholarship are atan all-time high. The number of applicationsreceived each year will continue to increaseas the WGA takes steps to strengthen caddieprograms around the country and expand thegeographic footprint for receiving applications.

* AY = Academic Year




The organization has plans for measured, long-term growth which willensure no qualified scholarship applicants are left behind.

• The most recent financial report for the December, 2012 Board of Governors meetingprojects growth to 880 Evans Scholars by 2017:

• 2012 – 835 Scholars• 2013 – 840 Scholars• 2014 – 850 Scholars

• Given the current maximum capacity of the Scholarship Houses, expansion of theScholarship program will only be possible with the addition of capacity within theScholarship Houses over time.

• There are planned increases in capacity (renovations and new house construction)that will increase total maximum capacity to 920 by 2017.

• Additional increases could potentially be made after that, increasing the totalmaximum capacity to 1050+.

• 2015 – 860 Scholars• 2016 – 870 Scholars• 2017 – 880 Scholars


Category Annual ContributionMatch Play Partner $50,000+Evans Patron $25,000-$49,999Platinum $10,000-$24,999 Gold $5,000-$9,999 Silver $2,500-$4,999Hole-In-One $1,000-$2,499 Eagle $750-$999Birdie $500-$749Par $250-$499


The Par Club is the annual fund for the Evans Scholars Foundation. Over 26,000donors across the country support the program through the Par Club, many ofthem private golf club members.As a Director, it is your responsibility to help promote the Par Club to your club members and networkof contacts. The WGA can provide you with marketing collateral and sample letters asking for people’ssupport. The WGA can even help you send a letter campaign. There is information on this availablewithin the Director Fundraising Toolkit, which will be sent out in early June.

The focus for the Basic Par Club is to Renew, Upgrade and Replace. We need to renew Par Clubmembers that are already supporters, upgrade those who are willing and able to give more, andreplace those members who have left their clubs or let their membership lapse.

As a Director, you are expected to log into theWGA website and view the giving history of yourclub members. This is a helpful tool for identifyingthose who can upgrade their membership.

*Club giving histories are updatedmonthly on the WGA website on the16th of every month.



The Match Play Challenge has served as the WGA’s pathway to a major giftsculture over the past 2 years. It raised $9.9 million between 2011 and 2012, withhopes of raising even more money in 2013.

The Match Play Challenge is a matching gifts program in which a group of generous donors seed amatching pool. Then any gift of $2,500 and greater made through the Par Club is matched from thispool, dollar for dollar. In 2011, 6 donors made gifts of $300,000 each to seed the matching pool for a totalof $1.8 million. In 2012, 19 donors made gifts of $100,000 or more to seed a matching pool of $2.15million. The 2013 campaign aims to collect 50 gifts of $50,000 or more, creating the largest pool yet, $2.5million.

The key to growth of major gifts is leveraging the WGA Director relationships to Identify, Cultivate andAsk Best New Prospects to participate in the Match Play Challenge. The WGA uses giving patternsand data to identify potential major donors. However, the Directors often can best identify potentialmajor donors at their clubs and within their networks.

Once a Best New Prospect has been identified to the WGA, we can together with the Director,cultivate the donor by sharing the Evans Scholar story with them and perhaps invite them to an EvansScholar event or selection meeting. At the appropriate time and place, the potential donor has to beasked to support the Evans Scholars. This can either be done by the Director or by the professionalstaff. Additional information is available in the Director Fundraising Toolkit.



Step Up To the Tee is the 2013 Annual Operating Campaign, encompassing boththe Match Play Challenge and the Basic Par Club.

Marketing collateral has been developed specifically for our various donor segments, Match PlayPartners ($50,000+), Match Play Players ($2,500-$49,999) and Basic Par Club ($250-$2,499). Targetedcommunications plans have been developed for each of these donor segments as well as deliverablesto be followed up on throughout the year.



20122010

$13,800,761

$11,970,121

$16,382,785

$18,839,399

215210

230

240

200

225

250

$10,000,000

$15,000,000

$20,000,000

2009 2010 2011 2012Total operating revenue (including tournaments) New Evans Scholarships awarded

2009 2011

Economic downturn in 2008 and 2009, Par Club and tournament revenues fall, and the number of total scholarships are cut from 860 to 810.

John Kaczkowski takes over as President & CEO.

Fundraising efforts are reimagined; WGA staff and Directors are refocused and reenergized around development strategy and Major Gift initiatives.

Match Play Challenge (MPC) launches.

Continued and amplified success of the MPC generates $9.9 million over two years. Number of new Scholarships awarded increases from 210 (in AY 2010) to 230 (in AY 2011) to 240 (in AY 2012).

The Match Play Challenge hasdriven significant growth inoperating revenue over thepast two years, allowing theFoundation to increase thenumber of Evans Scholarshipsawarded each year andcontemplate long-term growthof the Scholarship program.

Grow the total number of Scholars based on available capacity and the four-year financial projections model.

2013



Aside from the Basic Par Club and Match Play Challenge, there are a number ofother ways to give to the Evans Scholars Foundation.

• Endowed Named Scholarships – This allows someone to put their name on a Scholarship inperpetuity and create a legacy through the Evans Scholarship.

• Chick Evans Society – This group of people have named the Evans Scholars in their estate, will orlife insurance policies. As we slowly grow this group, it will result in a major revenue growth overthe long-term.

• Events & Fundraisers – Help organize a fundraiser at your club. There is an events toolkit availableto help. Or support an existing ESF fundraiser such as the Evans Scholars Invitational or Green CoatGala.

• Corporations & Foundations – Grants from corporate and family foundations are becoming amore common way to receive gifts. We plan to hire a full-time grant writer in the next year.

• Capital Campaigns (as needed) – As repairs and construction projects come up, they are oftenfunded through Capital Campaigns.

• Illinois Endowment Campaign – Seeded by an anonymous challenge gift, the Illinois Endowmentis our first school-specific endowment fund.



Although you don’t need to be an expert on any of these items, it is helpful toknow there are multiple methods and vehicles to make gifts that are tax-friendlyto a donor.

• Gifts of Stock – Gifts of appreciated stock are able to be deducted at their full market value,regardless of cost basis. If stock has depreciated in value, it is favorable for the donor to first sellthe securities to claim the loss, and then make a gift in cash.

• Charitable Lead Trust – Essentially an annuity, a charitable lead trust generates interest paymentsto the Evans Scholars for a specified amount of time, after which time the remainder of the trust istransferred to a designated beneficiary.

• Charitable Remainder Trust – A charitable remainder trust is similar to a charitable lead trust, onlyreversed. The trust generates interest income for a designated beneficiary for a specified amountof time, after which time the remainder of the trust is transferred to the Evans Scholars.

These are just a sampling of the available options and are general explanations, not meant to bespecific tax advice. Always direct a donor to consult their attorney or tax professional. However, it ishelpful to know that there are tax friendly ways for donors to make a gift, particularly larger gifts.



The Alumni Association helps build a sense of community among EvansScholars alumni and helps cultivate a life-long relationship between the alumniand the organization.

The Alumni Association serves as a way to engage all Evans Scholar alumni across the country andworld. There are many events, outings and fundraisers organized every year by alumni. The AlumniAssociation serves as a way to communicate with our alumni across the globe in a uniform way.

Since there are thousands of alumni spread out over large geographical areas, the Association hasseveral layers of volunteer leadership to help maintain relationships with the greatest amount ofAlumni possible. There are University Alumni Presidents for each of the Evans Scholar schools, thereare Regional Alumni Presidents and then there is a small National Board to interface closely with theWGA and help streamline communications out to the Alumni.

The Leadership Council is a new group in 2013 that will serve as an avenue foremerging leaders to give back even more to the Foundation.

The Leadership Council is a group of emerging business and civic leaders between the ages of 25-40who all donate a minimum of $1,000 to the Foundation. They donate their time to a number ofcommittees to raise funds and awareness of the Scholarship. The group is meant for both ES Alumniand non-alumni. The group is limited in size to less than 100 members.


Section 5

Tournaments


Section 5 – Tournaments

BMW Championship Hotel Fitness Championship

Western Amateur Western Junior

First Held 2007 (1899 As the Western Open)

2013 1899 1914

Category PGA TOUR Playoffs for the FedExCup

Web.com Tour Finals

Amateur Junior (15-19 year olds)

2013 Dates September 9 – 15 August 26 –September 1

July 29 – August 4 June 17 – 21

2013 Location Conway Farms Golf Club, Lake Forest, IL

Sycamore Hills Golf Club, Ft. Wayne, IN

The Alotian Club, Roland, AR

Meridian Hills Country Club, Indianapolis, IN

2014 Location Cherry Hills Country Club, Cherry Hills Village, CO

Sycamore Hills, Ft. Wayne, IN

The Beverly Country Club, Chicago, IL

Flossmoor Country Club, Flossmoor, IL



Volunteers are key to the success of the WGAs world-class golftournaments. There are several important positions you are able tovolunteer for at the BMW Championship, the Western Amateur, theWestern Junior and the Hotel Fitness Championship.

• Starter (All Events) – Starters are responsible for keeping the tournament running in a timelyfashion. The starter will maintain the schedule established on the tee sheet, enforce the 14 clubrule, notify the players of any local rules being played that day, provide pin sheets to the players,explain the pace of play policy and announce the players and their hometowns on the tee.

• Putting Tee or Practice Tee Official (BMW Championship & Hotel Fitness Championship) – Thisofficial is responsible for making sure the official time clock is in place and accurate. The startermay radio for a player that is not at his starting tee at the appropriate time. This official may beasked to help with other assorted duties such as checking access credentials, helping with namesigns, providing practice balls on the practice tee or answering contestant questions.

• Walking Observer (Western Amateur) – Walking observers walk the course with an assignedgroup. They serve to keep the gallery away from shots from the rough, keeping the status of thematch, indicating which player is away and staying in radio contact with a rules official, should aruling be needed.



• Rules Official (Western Amateur & Western Junior) – There is no more certain way to enhancethe reputation of a tournament than by efficient management. The rules official is charged withexercising authority for the purpose of ensuring the event is fairly played under sportingconditions. It may be difficult and unpleasant to strictly enforce the rules, but it a rare golfer whowould not prefer to compete in an event that is fairly run.

• Course Observer (Western Amateur & Western Junior) – A course observer is assigned tovarious hazards on the golf course to indicate where a ball last crossed the margin of the hazard.A spotter may also be used on a blind hole to wave the next group on once it is safe to proceed.

• Official Scorers (Western Amateur & Western Junior) – Official Scorers are responsible formaking sure all official scorecards are properly handled and returned to the scoring area.

• Greeters (BMW Championship & Hotel Fitness Championship) – Greeters are responsible forgreeting the professional and amateur contestants during the pro-am events.

• Information Center (BMW Championship) – Directors assigned to the Information Center willassist spectators and answer questions about the tournament, the WGA and the EvansScholarship. This position makes a great impression on spectators and is an important service.

Tournament volunteer positions (continued)



In addition to volunteer opportunities at the tournaments, WGA Directorscan support the BMW & Hotel Fitness Championships by consideringCorporate Hospitality and Pro-Am packages for entertaining clients andpartners.• Corporate Hospitality – Packages are available for entertaining groups ranging from 5 to 300

guests per day. Hospitality at a golf event is a great way to build relationships with top clients inan exciting and very unique setting.

• Pro-Am Tournaments – For a golfer, there is no bigger thrill than to play alongside a professional.Golf is the only sport which allows you this unique opportunity. Both of our professionaltournaments have pro-am opportunities available.

• Group and Upgraded Tickets -There are many great ticket optionsavailable for you take advantage ofduring tournament week. Contact thetournament office for options.


Section 6

WGA Director Responsibilities


Section 6 – WGA Director Responsibilities

WGA Directors serve three-year terms that are renewable upon review. Thefollowing slides will identify the various responsibilities of Directors duringtheir term, which fall under categories:

1. Fundraising

2. Developing Caddie Programs

3. Promoting the Evans Scholarship

4. Assisting in the Operation of WGA-Conducted Golf Tournaments

5. Other Opportunities



Fundraising

1. Lead by example by contributing annually to the Par Club at a minimum level of $1,000

2. Manage the Basic Par Club Giving program within your club and social circles

3. Help source major gifts through the Match Play Challenge (Best New Prospects)

4. Help solicit corporate partners for the BMW and Hotel Fitness Championships

5. Implement the Bag Tag program at a club when appropriate

6. Familiarize yourself with the various charitable “vehicles” donors use to make gifts



Developing Caddie Programs

1. Build and maintain a working relationship with the golf pro and caddie manager

2. Build and maintain a working relationship with the Caddie Committee Chairman

3. Request written updates from the caddie manager

4. If needed, assist the club with a caddie manager job description and search

5. Meet with local school officials to recruit caddies

6. Promote the caddie banquet among the Membership to encourage involvment



Promoting the Evans Scholarship

1. Serve as a liaison to the Club’s Board and get them involved

2. Educate caddie parents about the Evans Scholarship

3. Mentor potential Scholarship applicants

4. Actively involve Club Members who are Evans Scholar Alumni

5. Find ways to recognize current Evans Scholars to the Membership

6. Organize Evans Scholar Alumni outing events



Assist in the operation of WGA-conducted golf tournaments

1. BMW Championship

Formerly the Western Open and first held in 1899, the BMW Championship is thepenultimate event in the PGA TOUR Playoffs for the FedExCup

2. Western Amateur

One of the most prestigious amateur golf championships in the world, first held in 1899

3. Western Junior

The oldest national junior golf championship, first held in 1914

4. Hotel Fitness Championship

The first event in the Web.com Tour Finals series, new to the WGA in 2013



Other Opportunities

1. Make periodic visits to a Scholarship House

2. Maintain contact with the WGA staff and Director State Heads to stay up to date onrecent initiatives

3. Participate in regional and/or national committees (see next page)

4. Attend the Annual Meeting and/or Summer Outing



Director Committees are very important to the organization. Over time, you may beasked to participate in one of the committees listed below.

Committee ChairpersonAlumni Association Mary O’Leary & Joel Bergstrom

Audit Committee Michael Morrissey

Caddie Committee Joseph Schmidt

Endowment & Fundraising Committee James Reilly

Finance Committee James O’Keane

Investment Committee Jeffrey Bryden

Par Club/ Bag Tag Committee James Roach

Scholarship Committee Thomas Kearney & Paul Sullivan

Scholarship House Committee Jay Javors

Tournament Committee Francis Morley Jr.


Section 7

Director Development Committee


Section 7 – Director Development Committee

The Director Development Committee was created in 2012 in an effort toprovide Directors with the tools and direction they need to besuccessful, activate and leverage the Director network, and helpevaluate the success of Directors over time.

Goals of the Director Development Committee

• Focus on the Major Gift donor segment and upgrading opportunities for the Par Club• Helping to identify Best New Prospects for the Match Play Challenge• Developed a Director Fundraising Toolkit that will be distributed in early June

• Better connecting committees ensure we speak with “one voice”• Committees and staff have been operating more cohesively

• Bolster the pool of Scholarship applicants to promote growth of the program• Focus on ways to increase caddie supply at clubs around the country

• Streamlining communication to Directors across the country to keep everyone engaged• The Director Development Committee has become an effective way to disseminate

important information among the Directors


Section 7 – Director Development Committee

The Director Development Committee has State Heads that serve as regionalrepresentatives for the committee (all are members of the Board of Governors).

Committee Chairman John Mendesh

Illinois Michael Grear & Bob Roach

Michigan Brian Mills

Colorado Bob Webster

Wisconsin John Maloney

Minnesota John Mendesh & Ede Rice

Ohio Joe Desch

Missouri Pat Reilly

Indiana Johnston Erwin

Pacific Northwest Bill Ashenden


Section 8

Q&A & Concluding Remarks

New Director Webinar Presentation FINALADAD6519-79A3-4DD1-8611-C3E89A1C78CE}/New... · Pat Reilly...

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