President/CEO Report Board of Directors Meeting 7 November 2014 UNITED STATES NAVAL ACADEMY FOUNDATION

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1 President/CEO Report Board of Directors Meeting 7 November 2014

2 Paul Prager Richard Atkinson Departing Board Members Eric Grubman Dan Akerson Re-nominated Board Members Thank You!

3 Fair Winds and Following Seas Congratulations to CDR Lawrence Skid Heyworth III 70, USN (Ret.), on your coming retirement and thank you for your two decades of distinguished service to the Alumni Association and Foundation.

4 Staffing Update Patti Bender, Director of Planned Giving Kelly Rollison, Director of Advancement Services Thank you to Ken Kurz 99, Director of Information Systems

5 USNAF Current Staffing President/CEO Byron Marchant Athletic Director Chet Gladchuk Associate AD, Development Steve O Brien (NAAA) Alumni Association Executive Vice President, Engagement Skid Heyworth Executive Vice President, Development Bill O Connor Director of Communications Kristen Pironis Vice President, Athletic & Scholarship Programs Ed Wallace Chief Financial Officer Treasurer Hank Sanford Executive Administrator Abby Repko Ass t Director, Development Communications Courtney Jolley Office Manager/Administ rative Assistant Christine Knott Sr Development John Rudder Campaign Director CCS (Interim) Senior Director, Annual Giving Programs, Rusty Yeiser Director,Advancement Services Kelly Rollison Administrative Assistant Bryden McGhee Associate Director, Annual Giving Kaitlyn Sands Director, Gift Processing Dawn Beach Major Gift Officer CJ Kupec Major Gift Officer Dena Patterson Major Gift Officer Mike Hoffman Major Gift Officer Randall Sawyer Major Gift Officer Vince Balderrama 78 Planned Giving Director Patti Bender Planned Giving Coordinator Keisha Watkins Planned Giving Consultant Pete Ticconi Assistant Director, CFR Natalie Brianas Associate Director, Class Legacy Programs Richard Goldsby Associate Director, President s Circle VACANT Special Gift Officer Megan Boyd Class Giving Program Coordinator Nicolle Williams Gift Processing Coordinator Elvira Reyes Gift Processor Anne Zolkower Gift Processor Frieda Gureck Assistant Director, Research/Stewardship Carolyn McCollum Major Gifts Coordinator Alicia O Brien Special Gift Officer Tripp Matteo Research Analyst Amanda Shinholser Current/Future searches Administrative Assistant, Annual Giving Tracey Cook November 2014

6 Financial Update FY 2013 FY 2014 Change (FY13 FY14) Total Assets $219 M $248 M % Investments $180 M $213 M % Liabilities $27 M $29.4 M % Net Assets $192 M $218 M % New Commitments $31.2 M $36.4 M % Annual Fund $7.4 M $9.7 M % Support to USNA $15.6 M $23.2 M %

7 Athletic & Scholarship Programs FY 15 Athletic Support $1.095 Million for Naval Academy Athletic Association $280,000 for Naval Academy Preparatory School $291,250 for United States Naval Academy TOTAL: $1,666,250 Goals: Raise $2 million per year Build $5 million reserve Encourage class projects to support athletics Expand Friends of Navy Athletics -level participation Step up Trustee direct contributions to Athletic Excellence

8 Athletic & Scholarship Programs FY 15 Prep Program Class of sponsored students 90% graduation rate over last five years lowest attrition of all accession sources 10-year retention after USNA graduation highest among all accession sources Over 3,800 Foundation prep grads from USNA Just completed 70 th Anniversary Celebration ( )

9 Strategic Communications

10 A Look Ahead November 14: Honoring our Fallen Heroes Reception at Ogle House November 15: Navy vs. Georgia Southern, Honoring our Fall Heroes/Corporate and Foundation Partners Recognition November 28: Navy at South Alabama December 11: Navy vs. Army Donor Dinner (Annapolis) December 12: Army Navy Gala (Baltimore) December 13: Navy vs. Army (Baltimore) December 23: San Diego County Credit Union Poinsettia Bowl (2 more wins needed!) April 10: Board of Directors Meeting May 22: Commissioning 2015