Office of Development and Alumni Affairs 2013 Program Review
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1 Office of Development and Alumni Affairs 2013 Program Review
2 2013 Program Review Organizational Chart Program Highlights and Achievements FY12 Dashboard Goals Summary SWOT Analysis Where We are and Where We are Going FY13 Goals Budget Request
3 Organizational Chart Dr. Herman J. Saatkamp, Jr. President Dr. Philip Ellmore Chief Development Officer and Executive Director College Foundation Foundation Board of Directors Jessica Kowal Executive Assistant to the Chief Development Officer and Principal Gift Coordinator Sandy Leone Professional Service Specialist 4 Alumni Association Board of Directors Sara Faurot Director of Alumni Affairs Marianne Larsen Program Assistant 2 Vacant Director of Annual Giving Nicholas Sena `08 Leadership Annual Giving Coordinator Janice Weisgerber Technical Assistant 3 Cindy Crager Associate Chief Development Officer and Campaign Manager Peg Fiore Director of Gift Fund Stewardship Dawn Hans Director of Special Events Nikki Strothers Professional Service Specialist 4 Arminta Brown Professional Service Specialist 4 Computer Services VACANT Professional Services Specialist 4
4 Highlights Campaign April 2012: announced $20.4 million raised in gifts and pledges against a $20 million goal. Let s Do More! challenge hll to raise at least an additional $2 million for scholarships by the end of the Campaign in June As of December 31 st campaign totals $21.3 million As of December 31 st Foundation assets are $23.5 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 Foundation were given by Richard Stockton Society members.
5 Highlights Richard Stockton College of New Jersey Foundation Report of Assets
6 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 Stockton students, including five new endowed scholarships by the end of the Campaign in June More than 200 donors, student recipients, Deans, and key College community faculty and staff attended the Scholarship Recognition Dinner this year. 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 is more 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.
7 Office of Development and Alumni Affairs 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 Philo to our Annual Stockton Golf Classic. The golf tournament netted more than $69,000 for scholarships, a 23% increase. The 32nd Annual Stockton College Scholarship Benefit Gala raised more than $460,000. The gala has generated more than $5 million over the past 10 years.
8 FY12 Dashboard Goals Summary 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. 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 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 face, individual id contact. Develop and implement Principle Gift effort for potential donors assigned to President and/or CDO.
9 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 throughout h t the year LPGA, Air Show, etc. Grow the Scholarship Recognition event into a signature event.
10 FY12 Dashboard Goals Summary Goal 4: Grow Annual Giving i Programs Annual Fund, School focused lf 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 Grow the Board's understanding of philanthropic trends, issues in higher education, Foundation Board Governance, etc.
11 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 edfunds while continuing to ensure eaccuracy acy of information. ato 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.
12 Dashboard Goals Summary Goal 8: Increase our ability to collaborate, both within the Office as well 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.
13 SWOT Analysis Strengths Public announcement of Campaign Goal being reached and 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 nationally A community that cares response to Hurricane Sandy Vision for our future and strong staff buy in to that vision Weaknesses 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 Limited institutional experience with philanthropy Limited ability to effectively extract our data for use in decision making We are growing our program, will we be able to keep pace? Opportunities Recently completed Foundation Board Strategic Plan 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 Expansion of Annual Giving program We have the ability to make decisions quickly and create new traditions Stockton Society Growth Threats Uncertain 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 pfunds from the same sources. Philanthropic impact from Hurricane Sandy Volume and pace of work make it difficult to think creatively and improve processes
14 Planned Gifts Principal Gifts Major Gifts Leadership Annual Giving Annual Giving Support Services Alumni Affairs Stewardshi p Data
15 Planned Gifts Principal Gifts Major Gifts Leadership Annual Giving Annual Giving Su Se pport port rvices Al Af umni fairs S tewardsh ip Data
16 Planned Gifts Principal Gi fts Major Gifts Leadership Annual Giving Annual Giving Suppo Servic rt es Alu Aff mni airs Stew ardship Data
17 FY13 Goals Goal 1: Increase Philanthropic i 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 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 alumni. Increase attendance at Gala and Golf events.
18 FY13 Goals Goal 3: Strengthen th 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 introduce 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. Grow the Scholarship hl hi 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.
19 FY13 Goals Goal 5: Grow the evolution and integration i 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 dou co abo at o e o tstoot e pa tso t eco egeco u ty faculty, staff, Foundation Board, volunteers, etc.
20 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
21 2013 Program Review
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