Annual Goals for Vice President for Advancement

Transcription

1 Annual Goals for for Advancement Goal 1: Fully Engaging Constituency Groups Explore with each UNA Board of Trustee and Foundation Board members the opportunities available in the areas of financially supporting UNA. Seek further funding for the Professor Funding Scholarships in Retirement (PRFSR) program, now known as the Isbell Scholars, to reach $2,000,000. Implement Campaign Readiness Study. Board of Trustee members will continually be engaged in a campaign strategy. Actions developed fundraising literature for endowed scholarships, academic centre and student commons, science and technology building, 1830 fund, and complete new economic impact study. Goal 2: Liaisons Between Advancement and College of Deans Meet quarterly with College Deans. Conduct College Fundraising Program Each Fundraiser continues to meet quarterly with the assigned

2 Dean/Liaison to identify programs within each College that need to be funded and to identify prospective donors. Goal 3: Alumni Relations/Alumni Chapter Development Continue to increase visibility and involvement of the Alumni Board of Directors through new club development and events. Director of Alumni Relations The Office of Alumni Relations is the support and operations arm of the UNA Alumni Association. Together, we encourage alumni everywhere to continue a relationship with their University. By increasing clubs and local area events, we are cultivating donors and identifying time, talent and treasure. By recognition of UNA Alums through publications (UNA Magazine and print newspapers), websites and electronic media the office of Alumni Relations and the UNA Alumni Association shares the successes and the pride of accomplishment of UNA graduates. Through this, we are more cognizant of their abilities and willingness to help recruit students, offer internships, job placement and philanthropic potential. Alumni Board meetings are scheduled monthly, and committee meetings (budget, membership, awards, club, spirit, scholarship, homecoming and adhoc committees) are scheduled as needed. The second Alumni Leadership Summit was held in March of The event included a panel of eight university directors, and Coach Bobby Wallace. The Alumni Office also provided opportunities for Coach Bobby Wallace to travel and speak to alumni groups. Goal 4: Fundraising Add 500 new donors. Work with Athletic Director and Director of Sportsman s club to increase fundraising for corporate sponsorships, and online giving options. Secure $3,000,000 in gifts and pledges for Division 1 transition. Implement fundraising plan capital projects.

3 Secure 20 new endowed scholarship. Increase total giving to $3,000,000. Advancement Staff From October 1, 2011, to May 31, 2012, the University of North Alabama Foundation, through the efforts of the Office of Advancement staff, raised $1,558,171 in gifts as compared to the $1,857,185 compared to the same period last year. While giving at this time is slightly less than the past year at this time, the number of donors has increase from 2,206 to 2,315. At this time last year, the Foundation had received a single gift of $1 million. Therefore, the average gift amount has increased significantly during the year. For the academic year , the Foundation and University endowments awarded $977,068 for scholarships, professorships and programs. Based on a report of December 31, 2011, of the University and University of North Alabama Foundation endowments and due to a downturn in the market in the fourth quarter evaluation, only $756,063 will be awarded for The Advancement Office hosted and participated in several successful events throughout the year. Homecoming Weekend, September 23-24, 2011 Donor Appreciation Dinner, November 17, 2011 Courtview Society Appreciation Dinner, March 17, 2012 Endowed Scholarship Appreciation Dinner, April 24, 2012 Inaugural 1830 Fund President s Recognition Dinner, May 29, 2012 Goal 5: Marketing and Branding Develop and implement new marketing and branding campaign. Added a new videographer to the communications team. This will

4 enable us to begin producing professional-quality videos in-house for student-recruitment, fundraising and media-relations purposes. Content of the current website will be transferred to the new CMSpowered site over the summer. Have procured the web content management system. Will fully implement so that the web communication specialist can focus on new tools and innovations. Schedule to train administrative assistant on Vocus news service to expedite press releases. A full-scale, multifaceted strategic advertising campaign is developed, and progress is being made toward its official launch this fall. The university s first-ever advertising budget was approved by the Strategic Planning and Budget Committee this spring for implementation in the fiscal year. This will allow us to contract professional copywriters. The first meeting was held to develop the outline for a campus crisis communications manual. The participants in developing the manual include, the communication director, the web communications manager,, the for Student Affairs and the University Police Chief.

5 Annual Goals for Advancement Goal 1: Grant Programming and Development Assist Advancement Directors in the preparation and writing of a gift proposal. Meet quarterly with the Dean of the College of Arts & Sciences as the Advancement liaison. Secure $500,000 for Endowed Scholarships, Division I Transition, Entertainment Industry Program and GIS. Director of Grant Programming and Development Continue discovery conversations with prospective donors on top 100 list (identify, research and rank pipeline prospects to determine other relationships influential peers, affinity, capacity, goal, ask) President s Cabinet Identify and recruit 10 new PC members Working with Geography Department to develop Geography Grants within the State of Alabama Continue working with potential donors in Northeast Mississippi and Central North Carolina Continue researching for scholarships and capital funding (working on grants for Financial Literacy to be taught in the Student Commons Building) Establish/Implement funding for D1 Continue discovery visits, continue to solicit for the 1830 Fund, facilitate meetins with geography alumni group. Goal 2: Corporate and Foundation Relations Secure $500,000 in new corporate and foundation gifts. Meet quarterly with the Dean of College of Business as the Advancement Liaison

6 Director of Corporate and Foundation Relations This position has been vacant since October 1, Therefore there are no actions. No action to hire a replacement until new for Advancement is hired. Goal 3: Major Gifts Secure corporate sponsor for LEO/UNA. Secure $500,000 in gifts through Endowed Scholarships, Capital Projects, Division I Transition, Professorships and Academic Programs. Goal of 175 Contacts 75 Moves 100 Visits At the mid-year point, I have 106 Contacts 61 Moves 45 Visits Goal of $500,000 in gifts At the mid-year point, I have presented $423,500 in proposals: $135,000 was for planned gifts $50,000 was for an endowed scholarship $15,000 was for DI transition $180,000 was for the 1830 Fund $30,000 was for the Pride of Dixie Band Uniform Fund $13,500 was for the Lion Fund At the mid-year point, I have been credited with $190,623 in cash and pledges Goal of 30 proposals At the mid-year point, I have presented 28 proposals for <= $25,000 At the mid-year point, I have presented 4 proposals for >= $25,000 At the mid-year point, I have negotiated one signed

7 endowed scholarship for $25,000 Goal of securing corporate sponsor for Leo/Una At the mid-year point, I have secured two corporate sponsors for Leo/Una: One has committed to a 3-year pledge is being paid out quarterly One has committed to a monthly gift At the mid-year point, I have collaborated to have a children s book published, the proceeds of which will go to the Lion Fund to secure support Leo/Una Goal of meeting with Dean of CONAH once a quarter As the liaison with the College of Nursing, I helped coordinate a Simulation Lab Open House in February to showcase the medical simulators secured by a grant from our local legislator. I have compiled a list of immediate and endowed needs for the department Goal of attending professional conferences Attended GG, LLC seminar on Success Strategies for a New Economy in March of 2012 Attended Assoc. of Advancement Services Professionals seminar in October of 2011 Promoted to Assoc. VP for Advancement Services on Have updated books on Foundation Policy and Procedures, Data Standards Manual, Lion Protocol Manual, and Advancement Offices Procedures Manual Have been conducting monthly meetings of Advancement Services team since July 1, 2011, to establish best practices Continue to have visits with propsects and solicit for gifts, search for additional corporate sponsors for live lions. Goal 4: Annual Giving Increase phonathon to 85% fulfillment. Increase Alumni Giving to 15%. Move faculty/staff giving to 50%. Secure $250,000 in gifts. Director of Annual Giving Goal: Increase phonathon fulfillment to 85% Fall Phonathon fulfillment: 66% NOTE: (Cannot calculate Spring 2012 until all reminders have been mailed out.) Goal: Increase Alumni giving to 15% Mid-year point: 4.51% Goal: Increase Faculty/Staff giving to

8 50% Mid-year point: 26.3% Secure $250,000 in gifts Total currently in the 1830 Fund at the mid-year point: $107, Visit a campus who conducts successful phonathons to learn best practices; cultivate faculty and staff donors. Goal 5: Planned Giving Continue and expand quarterly Courtview Society newsletter. Host annual Courtview Society Appreciation Luncheon. Conduct at least one professional development seminar on campus for local professional. Secure $1million in planned gifts. Continue and expand quarterly Courtview Society newsletter. Discontinued the Newsletter- Replacing it with communication through articles in the UNA Magazine. Host annual Courtview Society Appreciation Luncheon. Courtview Society Appreciation DINNER held on March 17, Conduct at least one professional development seminar on campus for local professional. Estate Planning seminar for Colbert County Alumni Assoc., Sheffield Education Foundation, and the First Presbyterian Church of Sheffield on May 7, Secure $1million in planned gifts. Prepared a $10,000 CGA Prepared two $50,000 CGA Prepared a $75,000 CGA Presented a $500,000 CGA Secured a $100,000 CGA Donor made UNA Foundation the owner and beneficiary of her $25,000 insurance policy Secured seven additional Isbell Scholar participants from the UNA faculty which will have endowments totaling over $1.5m. Continue to solicit for planned gifts.

9 Goal 6: Endowed Scholarships Incorporate the Foundation scholarship matrix with the information provided by Student Financial Services. Work with Advancement Directors to establish twenty-five new endowed scholarships. Continue annual endowed scholarship recipient dinner. The University and Foundation Endowments Schedule to Award are complete and distributed to the appropriate parties. The Advancement team has secured fifteen new endowed scholarships and continues to pursue the remaining ten endowments to meet the goal of twenty-five. The annual endowed scholarship recipient dinner was a huge success with almost two hundred people in attendance. The annual fundraising goal of $100, for endowed scholarships is achieved. Continue to pursue donors who will create endowed scholarships.

10 Annual Goals for Advancement Goal 1: Grant Programming and Development Assist Advancement Directors in the preparation and writing of a gift proposal. Meet quarterly with the Dean of the College of Arts & Sciences as the Advancement liaison. Secure $500,000 for Endowed Scholarships, Division I Transition, Entertainment Industry Program and GIS. Director of Grant Programming and Development Continue discovery conversations with prospective donors on top 100 list (identify, research and rank pipeline prospects to determine other relationships influential peers, affinity, capacity, goal, ask) President s Cabinet Identify and recruit 10 new PC members Working with Geography Department to develop Geography Grants within the State of Alabama Continue working with potential donors in Northeast Mississippi and Central North Carolina Continue researching for scholarships and capital funding (working on grants for Financial Literacy to be taught in the Student Commons Building) Establish/Implement funding for D1 Continue discovery visits, continue to solicit for the 1830 Fund, facilitate meetings with geography alumni group. Goal 2: Corporate and Foundation Relations Secure $500,000 in new corporate and foundation gifts. Meet quarterly with the Dean of College of Business as the Advancement Liaison

11 Director of Corporate and Foundation Relations This position has been vacant since October 1, Therefore there are no actions. No action to hire a replacement until new for Advancement is hired. Goal 3: Major Gifts Secure corporate sponsor for LEO/UNA. Secure $500,000 in gifts through Endowed Scholarships, Capital Projects, Division I Transition, Professorships and Academic Programs. Goal of 175 Contacts 75 Moves 100 Visits At the mid-year point, I have 106 Contacts 61 Moves 45 Visits Goal of $500,000 in gifts At the mid-year point, I have presented $423,500 in proposals: $135,000 was for planned gifts $50,000 was for an endowed scholarship $15,000 was for DI transition $180,000 was for the 1830 Fund $30,000 was for the Pride of Dixie Band Uniform Fund $13,500 was for the Lion Fund At the mid-year point, I have been credited with $190,623 in cash and pledges Goal of 30 proposals At the mid-year point, I have presented 28 proposals for <= $25,000 At the mid-year point, I have presented 4 proposals for >= $25,000 At the mid-year point, I have negotiated one signed

12 endowed scholarship for $25,000 Goal of securing corporate sponsor for Leo/Una At the mid-year point, I have secured two corporate sponsors for Leo/Una: One has committed to a 3-year pledge is being paid out quarterly One has committed to a monthly gift At the mid-year point, I have collaborated to have a children s book published, the proceeds of which will go to the Lion Fund to secure support Leo/Una Goal of meeting with Dean of CONAH once a quarter As the liaison with the College of Nursing, I helped coordinate a Simulation Lab Open House in February to showcase the medical simulators secured by a grant from our local legislator. I have compiled a list of immediate and endowed needs for the department Goal of attending professional conferences Attended GG, LLC seminar on Success Strategies for a New Economy in March of 2012 Attended Assoc. of Advancement Services Professionals seminar in October of 2011 Promoted to Assoc. VP for Advancement Services on Have updated books on Foundation Policy and Procedures, Data Standards Manual, Lion Protocol Manual, and Advancement Offices Procedures Manual Have been conducting monthly meetings of Advancement Services team since July 1, 2011, to establish best practices Continue to have visits with prospects and solicit for gifts, search for additional corporate sponsors for live lions. Goal 4: Annual Giving Increase phonathon to 85% fulfillment. Increase Alumni Giving to 15%. Move faculty/staff giving to 50%. Secure $250,000 in gifts. Director of Annual Giving Goal: Increase phonathon fulfillment to 85% Fall Phonathon fulfillment: 66% NOTE: (Cannot calculate Spring 2012 until all reminders have been mailed out.) Goal: Increase Alumni giving to 15% Mid-year point: 4.51% Goal: Increase Faculty/Staff giving to

13 50% Mid-year point: 26.3% Secure $250,000 in gifts Total currently in the 1830 Fund at the mid-year point: $107, Visit a campus who conducts successful phonathons to learn best practices; cultivate faculty and staff donors. Goal 5: Planned Giving Continue and expand quarterly Courtview Society newsletter. Host annual Courtview Society Appreciation Luncheon. Conduct at least one professional development seminar on campus for local professional. Secure $1 million in planned gifts. Continue and expand quarterly Courtview Society newsletter. Discontinued the Newsletter- Replacing it with communication through articles in the UNA Magazine. Host annual Courtview Society Appreciation Luncheon. Courtview Society Appreciation DINNER held on March 17, Conduct at least one professional development seminar on campus for local professional. Estate Planning seminar for Colbert County Alumni Assoc., Sheffield Education Foundation, and the First Presbyterian Church of Sheffield on May 7, Secure $1million in planned gifts. Prepared a $10,000 CGA Prepared two $50,000 CGA Prepared a $75,000 CGA Presented a $500,000 CGA Secured a $100,000 CGA Donor made UNA Foundation the owner and beneficiary of her $25,000 insurance policy Secured seven additional Isbell Scholar participants from the UNA faculty which will have endowments totaling over $1.5m. Continue to solicit for planned gifts.

14 Goal 6: Endowed Scholarships Incorporate the Foundation scholarship matrix with the information provided by Student Financial Services. Work with Advancement Directors to establish twenty-five new endowed scholarships. Continue annual endowed scholarship recipient dinner. The University and Foundation Endowments Schedule to Award are complete and distributed to the appropriate parties. The Advancement team has secured fifteen new endowed scholarships and continues to pursue the remaining ten endowments to meet the goal of twenty-five. The annual endowed scholarship recipient dinner was a huge success with almost two hundred people in attendance. The annual fundraising goal of $100, for endowed scholarships is achieved. Continue to pursue donors who will create endowed scholarships.