University Advancement
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1 University Advancement Robert W. Groves Vice President University Advancement
2 The New Reality A Changing Funding Mix 77% Appropriation Support 63% 64% 56% 52% 62% 50% Tuition 32% 30% 37% 42% 42% 18% Other Revenues 5% 5% 6% 7% 6% 29% 8% 9% General Fund Sources, Michigan State University
3 How Important is philanthropy?
4 University Advancement Mission To advance MSU s excellence and enrich it s future Vision To build the best culture of engagement and philanthropy of any major public university in the country
5 University Advancement Values and Beliefs Respectful: We develop relationships and partnerships that are built on trust, cooperation, honesty Accountable: We honor our agreements, and deliver on our promises Collaborative: We work with each other toward common goals and to fully leverage the collective genius of the UA Team. Open-Minded: We refuse to be limited by our current beliefs and established practices. Passionate: We believe in the work we do at MSU and are champions for the cause. Committed: We delight donors, customers and colleagues by regularly meeting and exceeding their expectations.
6 Quick Facts about MSU and University Advancement Living Addressable Alumni: 463,791 Database of more than 1,000,000 alumni, friends, corporations, foundations and other organizations tracking more than 100 data elements per person/org. More than $238 million in new gifts and commitments per year in the last two years a high water mark for MSU! Number of Employees: 300+ Staff Supported: 400+ (UA provides database access, training and coordination to school, college and unit employees who do not report to UA) Total University Advancement Budget: $27.2 million (including $5.9 from the colleges and other programs outside of UA and more than $4.5 million from non-gf sources) *Addressable, Degree holders as of 3/31/2014
7 Development College and Unit Development Regional Major Gifts Corporate and Foundation Relations Planned Giving MSU Alumni Association Regional Alumni Engagement Lifelong Enrichment for Spartans Alumni Career Services Association of Future Alumni Adv. Information Systems Alumni Biographical Records Gift Processing Prospect Development and Donor Strategy Business Intelligence and Analytics University Advancement Adv. Marketing & Communications alumni.msu.edu / givingto.msu.edu Alumni Magazine / Developments Direct Mail / Greenline Telemarketing Event Production Donor Stewardship
8 University Advancement Bob Groves Vice President University Advancement Scott Westerman Assoc. Vice President Alumni Relations, Exec. Dir. of MSUAA Bob Thomas Assist. Vice President Advancement Marketing & Communications Monique Dozier Assist. Vice President Information Systems & Donor Strategy OPEN Assoc. Vice President University Development Vivianne Robinson Director of Human Resources Recruitment & Staff Development Sean Harwood Director of Finance & Endowments
9 Alumni Relations Scott Westerman Associate Vice President for Alumni Relations & Executive Director of the Alumni Association
10 MSU Has One of the Largest Alumni Constituencies 700, , , , , , ,000 0 Alumni of Record: Top 20 Research Source: Various Internet Resources April, 2017
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13 The Engagement Continuum ENGAGEMENT The pulse of the alumni base and regions, and targets & donors as part of a region. IDENTIFY INFORM INTEREST INVOLVE INVEST IDENTIFY DISCOVERY CULTIVATE/OPEN INTEREST CULTIVATE/OPEN INVOLVED SOLICIT & NEGOTIATE/ CLOSE INVEST DEVELOPMENT The pulse rated targets & donors.
14 Our Alumni More than 500,000 potential advocates Over 160 Alumni Clubs 2/3 domestic and 1/3 international 200 Spartan Ambassadors in over 70 countries Over 30 alumni interest-based groups
15 At a Glance Over $13M in scholarships from regional and interest-based groups More than 30,000 alumni and friends hosted at signature events Authenticated over 50,000 MSU Alumni profiles Continued Expansion of Digital Portfolio Exclusive to MSUAA webinar content Weekly live streaming of campus events Digital content strategy alignment with CABS
16 MSUAA Priorities Student-to-Alumni Transition Reimagined Legacy Programs Expanding our Digital Reach Elevating the Alumni Clubs Alumni Award Recognition Creating and Leveraging Partnerships
17 University Development
18 Fundraising and Support Programs at MSU Colleges Non-Degree Agr. & Natural Res. Osteopathic Med. 4-H Foundation Arts and Letters Graduate School Athletics Broad College of Bus. Honors College Broad Art Museum Com. Arts and Sci. International Studies Broadcast Services Education James Madison MSU Museum Engineering Lyman Briggs Student Affairs Human Medicine Law Univ. Scholarships Music Res. Col. in Arts and Humanities Wharton Center Natural Sciences Nursing Social Science Veterinary Med. Central Programs and Services Principal Gifts Corporate and Foundation Relations Regional Major Gifts Gift Planning Annual Giving ( mail / phone / on-line) Communications and Marketing (including events) Information Systems (Advance) Recruiting and Training Staff
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20 Total Gift Production and Cash Receipts Total Gift Production All new gifts acquired in the current fiscal year including new pledges and bequest intentions a measure of new development productivity. $272 Million Bequest Intentions New Pledges Life Income Gifts $178 Million Received Bequests Pledge Payments Life Income Gifts Cash Receipts The most conservative accounting of giving, accounting for only actual gifts in-hand (CAE- VSE Survey) (Campaign Counting) Gifts In-Kind Gifts In-Kind Outright Gifts Outright Gifts
21 Impact of Large Gifts $250 Gifts in Kind $1 M+ Cash/Planned Gifts $1 M+ Cash /Planned Gifts 100K < $1 M Cash / Planned Gifts < $100K Millions $200 $150 $100 $50 18 Gifts $41 Mil 96 Gifts $24 Mil 32 Gifts $64 Mil 141 Gifts $38 Mil 28 Gifts $101 Mil 201 Gifts $53 Mil 42 Gifts $119 Mil 229 Gifts $50 Mil 48 Gifts $90 Mil 245 Gifts $74 Mil $ Fiscal Year
22 FY2016 Total Giving Activity: Source of Private Support Total Orgs: 33% Foundations, $45.8 Other Orgs, $15.3 Alumni, $114.2 Corporations, $31.8 Total Individuals: 67% Friends, $64.8
23 The Donor Pyramid Principal Gifts $5 Mil + Presidential Focus Major Gifts Assigned Relationship Mgr. Personal Contact, Specific Strategy Targeted Events Mail, Phone, egifts Special Gifts Annual Gifts $100,000 < $5 Mil / 5 years $1,000 < $10,000 / yr $<1,000 / yr
24 The Donor Continuum Discovery Cultivation Solicitation Stewardship
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26 Campaign Time Table Internal Consultation /Preparation Quiet Phase Public Kick- Off Public Phase Campaign Wrap-up Oct. 24, 2014
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29 Why do we do Capital Campaigns? Campaigns provide a discipline for setting fundraising priorities Campaigns create excitement, intensity and a series of deadlines that motivate donors to give, and give at higher levels Campaigns create pride and a positive environment in the university that help to re-energize alumni, faculty and staff to seek and give private support Campaigns generally bring 25-40% new money to a university that would not have been raised otherwise Campaigns help fund high-priority needs such as scholarships, fellowships, professorships, research, new programs, and buildings Campaigns bring discipline and accountability to fundraising personnel and programs Campaigns enhance and diversify the revenue stream of a college, university or campus
30 Why Do They Work? They require and precipitate institutional focus They provide a framework for success They galvanize donor interest and commitment They raise sights internally and externally They accelerate the cultivation/solicitation cycle
31 STUDENT SUPPORT FACULTY SUPPORT We are inclusive. We are providing exceptional experiences. We are rigorous and can draw top students from around the world. $400 Million $350 Million We are creative and innovative. We are leaders with a network. We are mentors. We are finding new paths. We are enriching. We are evolving. We are inspiring. COMMUNITY SUPPORT $450 Million $300 Million We are experts in areas of critical importance to the world. We are driven to put the best ideas to work for others. RESEARCH SUPPORT
32 PROGRESS TOWARD CAMPAIGN GOAL $1,500 March 31, 2017 $1.396 Billion Goal $1,500 $1,200 Millions $900 $600 $300 $0 Goal Actual
33 Campaign Time Table Internal Consultation /Preparation Quiet Phase Public Kick- Off Public Phase Campaign Wrap-up Oct. 24, 2014
34 Philanthropy is Increasingly Important to Higher Education There are practical limits to tuition increases if we are to remain accessible to students of limited means For publics, the states investment in higher education is declining in both nominal and real terms Endowments are critical to ensuring long-term financial stability and flexibility for innovation. Private gifts are an important, low-cost source of capital for facilities, especially as states reduce capital appropriations for publics. Private support can help to ensure an institution s ability to fulfill its mission and control its destiny
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University Advancement
University Advancement Robert W. Groves Vice President University Advancement The New Reality A Changing Funding Mix 77% Appropriation Support 63% 64% 56% 52% 62% 50% Tuition 32% 30% 37% 42% 42% 18% Other
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