Division of Development and Alumni Relations PBA Scott Cooksey. Vice President UVU CEO UVU Foundation
|
|
- Melissa Lewis
- 5 years ago
- Views:
Transcription
1 Division of Development and Alumni Relations PBA 2018 Scott Cooksey Vice President UVU CEO UVU Foundation
2 Division of Development and Alumni Relations MISSION Secure private resources to support UVU colleges, schools, programs, and students by engaging alumni and other individuals, corporations, and foundations in meaningful ways resulting in relationships that lead to philanthropic gifts to UVU.
3 Division of Development and Alumni Relations Leadership Team Kyle Tresner Associate Vice President: Major Gifts & Development Programs Jefferson Moss Executive Director: Development Services COO: UVU Foundation Jessica Ballard Senior Director: Executive Events Ron Taylor Senior Director: Donor Engagement & Scholarships Kevin Walkenhorst Senior Director: Alumni Relations & Annual Giving Scott Paul Director: Divisional Strategy & Corporate Engagement
4 Division of Development and Alumni Relations Boards of Directors UVU Foundation Board - Investment Committee Alumni Board
5 Division of Development and Alumni Relations DEVELOPMENT SERVICES 400,000 Entity Database >6000 Gift Transactions Data Entry, Receipts and Thank You Letters >1000 active major gift prospects Reporting to National Organizations Generate Internal Reports and Lists CRM Exploration, Review and Proposal
6 Division of Development and Alumni Relations COMMUNICATIONS & DONOR RELATIONS Endowment Reports Impact Reports Gift Proposals Case Statements Collateral Material for Asks Collateral Material for Events Work Closely with University Communications Scholarship Endowments and Funds Management
7 Division of Development and Alumni Relations ALUMNI RELATIONS & ANNUAL GIVING Alumni Engagement Homecoming Events Alumni Chapters Alumni Board Student Alumni Association Annual Giving Telefund / Telemarketing Digital Giving
8 Division of Development and Alumni Relations EXECUTIVE EVENTS Over 60 major events Commencement Scholarship Ball 5 Ribbon Cuttings 1 Groundbreaking 1 Unveiling (ROK) >50 other events
9 Division of Development and Alumni Relations UVU FOUNDATION 22 Member Board of Directors Fiduciary Responsibility for Assets and Investments Manage Endowment and Cash of >$90M Investment Committee return of >11% YTD Revised Articles of Incorporation and Bylaws
10 Division of Development and Alumni Relations DEVELOPMENT Relationship-Based Major Gift Fundraising 10 Major Gift Officers Embedded in Colleges/Schools/Programs Face to Face Visits Relationship-Based Fundraising by President, VP, AVP, Deans, Board Members, and Others
11 Major Gifts $4.1M for Roots of Knowledge $7.8M single donor $10M secured for WSB building
12 Major Gifts - Looking Ahead $3M+ to finish out Noorda Performing Arts Center $9M to establish 3 new endowed chairs $5.5M to name existing athletic facilities $3M toward new soccer facility Major gift in support of arts and museum Major gift in support of Center for Constitutional Studies
13 Fundraising History $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000
14 2017 CASE Educational Fundraising Award for Overall Improvement
15 Vision and Goals Secure private resources necessary to support the student growth; scholarships, endowed programs, endowed professorships and chairs, endowed program support, and funds needed for campus growth Increase % of alumni supporting the university to 15% Build an endowment of $100M Achieve $100M in annual donations Sustainable $100M in annual donations
16 Growth Requires Resources Investing in Data and Research Providing Opportunities for Involvement Resulting in Relationships Securing Private Resources
17 Effectiveness & Efficiency Fiscal Responsibility Professional Development Expectations, Goals & Metrics Preparation for the Future
18 Efficiencies and Savings Initiated Cost-Center Budgeting Critical Evaluation of Events Restructuring Stewardship Initiatives Scholarship Luncheons Holiday Gifts Managing Conference Attendance
19 Efficiencies and Savings FOUNDATION EARNINGS Reducing G&A Expenses Reinvesting in Endowment Corpus Resulting additional $ available for scholarships and programs - long term Reduced G&A $400,000 last year Need to do more!
20 Division of Development and Alumni Relations 2018 PBA Base Funding Target $242,000 Executive Events Admin III* $60,192 Blackbaud Annual Maintenance Fee* $60,000 Blackbaud Database Increase $40,000 Research Analyst* $60,192 Web Developer Part-Time Position* $25,885 Donor Relations/Giving Society $10,000 Collateral Material Increased Costs $15,000 TOTAL $271,269 *Currently Funded from UVUF Earnings
21 Division of Development and Alumni Relations Study, Assessment and Implementation of Comprehensive Fundraising Initiatives Target $262,000 $150,000 Scanning and Digitization of Records (yr 2 of 3) $20,000 Noorda Performing Arts Building Donor Recognition and Ribbon Cutting 2018 PBA One-Time Funding $33,000 Photo, Video and Other Technology $16,000 Crowdfunding Software $37,000 Annual Giving Stewardship Start-up Funds $12,000 TOTAL $268,000
22
23
USF Foundation April 18, 2013
USF Foundation April 18, 2013 Mission The University of South Florida Foundation aids and promotes excellence in the educational, research and service activities of USF by seeking, receiving and administering
More informationThe Council of Trustees ratified this plan at its April 25, 2014, meeting. Transforming lives through a culture of giving.
June 2, 2014 The record-setting It Starts with STATE: A Campaign for South Dakota State University propelled the SDSU Foundation s net assets and endowment pool to historic highs, while growing the culture
More informationVice Chancellor s Report
University Advancement Vice Chancellor s Report Nicole Pride, Interim Vice Chancellor for University Advancement September 20, 2013 North Carolina Agricultural and Technical State University Strategic
More informationCONTENTS. Academic Fundraising 2. Advancement Services and Operations 2. Alumni Relations 3. Annual Giving 4. Corporate and Foundation Relations 5
M E M B E R S H I P ADVANCEMENT Get connected with expert training to help you identify best practices, replicable models, and practical solutions to the challenges you face at your institution. Whether
More informationStrategic Plan. Prepared by: Mesabi Range College Foundation Board Betsy Olivanti, Executive Director. Phone:
Phone: 218-748-2433 Virginia, MN 55792 Strategic Plan Prepared by: Mesabi Range Board Betsy Olivanti, Executive Director Mission Mesabi Range s mission is to assist Mesabi Range Community & Technical College
More informationUniversity Advancement
University Advancement Robert W. Groves Vice President University Advancement Slide 1 University Advancement Bob Groves Vice President University Advancement Scott Westerman Assoc. Vice President Alumni
More informationFEI SCHOLARSHIP FOUNDATION (FSF) STRATEGIC PLAN UPDATE
FEI SCHOLARSHIP FOUNDATION (FSF) STRATEGIC PLAN UPDATE MAY 2013 1 FEI SCHOLARSHIP FOUNDATION(FSF) STRATEGIC PLAN UPDATE MAY, 2013 Table Of Contents 1. Executive Summary 2. FSF Mission Statement 3. FSF
More informationAnnual Goals for Vice President for Advancement
Annual Goals for for Advancement 2011-2012 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
More informationUniversity of Southampton Crowdfunding Application
University of Southampton Crowdfunding Application Background: The University of Southampton was founded on philanthropy. From the first gift made by Sir Henry Robinson Hartley, over 150 years ago, the
More informationUNIVERSITY OF CALIFORNIA, IRVINE
UNIVERSITY OF CALIFORNIA, IRVINE In a relatively short period of time, the University of California, Irvine has achieved tremendous success. A top public university, UCI has become internationally-recognized
More informationUNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016
UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016 July 21, 2016 UI FOUNDATION & UNIVERSITY OF ILLINOIS - DEVELOPMENT PROGRAM BOARD OF TRUSTEES BRIEFING Program
More informationUniversity Foundation: Donor Relations
Office of Advancement and Alumni Affairs University Foundation: Donor Relations Table of Contents Mission p. 2 Defining Stewardship p. 2 Introduction p. 3 Gift Acknowledgements p. 4-5 Gift Receipts p.
More informationRob McInturf, Director of Alumni Relations Board of Trustees External Affairs Committee Report. Executive Summary Statement:
Rob McInturf, Director of Alumni Relations The Alumni Relations staff has continued outreach through regional, affinity and reunion programs. The process of implementing new communication and registration
More informationStrategic Plan
Strategic Plan 2017-2022 INTRODUCTION The University of Georgia Foundation, through its Executive Director, Officers, Trustees and Staff, is dedicated to the ongoing pursuit of excellence by way of carrying
More informationFUNDRAISING EVENT ADMINISTRATION
PURPOSE/POLICY To provide procedures and guidance for conducting fundraising events in accordance with ICSUAM Policy 15701.00. The University shall accept fundraising proceeds for support of accepted programs
More informationThe Anatomy of a Donor Relations System
The Anatomy of a Donor Relations System Lynne Becker American Red Cross Annual Advancement Academy Introduction New standard in relationship building Revolutionizing the way we do business Redefining what
More informationUniversity 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
More informationTITLE: MARYVILLE UNIVERSITY CROWDFUNDING POLICY
TITLE: MARYVILLE UNIVERSITY CROWDFUNDING POLICY AND PROCESS GENERAL POLICY: I. Introduction a. The following policy applies to crowdfunding campaigns or projects undertaken by any individual associated
More informationUNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT
UNIVERSITY OF HAWAI I SYSTEM ANNUAL REPORT REPORT TO THE 2009 LEGISLATURE Annual Report on University of Hawai i Tuition & Fees Special Fund Expenditures for the Purpose of Generating Private Donations
More informationFundraising as a Critical Instrument for Improving Graduate Education: The Laney Graduate School Perspective
Fundraising as a Critical Instrument for Improving Graduate Education: The Laney Graduate School Perspective Council of Graduate Schools Annual Meeting December 3, 2014 Washington, D.C. 1 Lisa A. Tedesco
More informationA Practical Toolkit for Stewarding Top Donors
Midwest Regional Forum A Practical Toolkit for Stewarding Top Donors Rebekah Nowak Northwestern University Tools for Stewarding Top Donors Individual Stewardship Plans Donor Audit Next Steps Reports Individual
More informationDevelopment Enterprise Strategic Plan. FY15-FY17 Rev. 2/25/15
Development Enterprise Strategic Plan FY15-FY17 Rev. 2/25/15 Contents Advancement Mission and Objectives Development Enterprise Mission and Vision Planning Background Development Enterprise Strategic Plan
More informationD R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O
2 0 1 3 D R A F T F U N D D E V E L O P M E N T P L A N S H A R O N C R I N O 2 WE MUST NOT ONLY GIVE WHAT WE HAVE, WE MUST ALSO GIVE WHAT WE ARE. Theodore Roosevelt OBJECTIVES 3 To review basics of fundraising
More informationAdvocacy building relationships and educating others about NSCC and its mission.
1.0 PURPOSE 1.1 To help advance the vision and mission of the Nova Scotia Community College, NSCC has established and incorporated a not-for-profit organization, the Nova Scotia Community College Foundation
More informationMemorandum of Understanding between Pueblo Community College and the Pueblo Community College Foundation
Page 1 of 7 Operating Protocol-Procedure #: 106 Category: Governance and Organization Office of Primary Responsibility: President s Office Issue Date: 10/8/12 Approval Date: 10/8/12 Effective Date: 10/8/12
More informationBoard of Trustees Advancement Committee May 31, :30 9:15 a.m. UCF FAIRWINDS Alumni Center Conference call , passcode AGENDA
Advancement Committee Meeting - Agenda Board of Trustees Advancement Committee May 31, 2016 8:30 9:15 a.m. UCF FAIRWINDS Alumni Center Conference call 800-442-5794, passcode 463796 AGENDA I. CALL TO ORDER
More informationRequest for Proposal Philanthropy Development Consulting
Request for Proposal Philanthropy Development Consulting Pima Community College Foundation 4905 E. Broadway Blvd. Tucson, AZ 85709 T: 520-206-4646 Email: rschaming@pima.edu Contact Name: Rachel Schaming,
More informationPhilanthropic Impact Study
Faculty Senate Presentation March 29, 2018 Philanthropic Impact Study Lisa D. Calvert Vice President, University Advancement CEO, Washington State University Foundation 1 Scholarship and philanthropy are
More informationPROFESSIONAL EXPERIENCE DIRECTOR, DONOR ENGAGEMENT AND DEVELOPMENT OPERATIONS
ROSE DALBA dalbar@cso.org 312.953.3897 (cell) http://www.linkedin.com/pub/rose-dalba/ Senior manager with 16 years of experience in Development Communication and Donor Stewardship, specializing in developing
More informationBOARD OF REGENTS POLICY
Page 1 of 7 SECTION I. PURPOSE. Subd. 1. Purpose of Foundations. Private support for public higher education is an accepted and firmly established practice throughout the nation. Foundations are established
More informationFirst thing that comes to your mind when you hear. Fundraising
Philanthropy 101 First thing that comes to your mind when you hear. Fundraising Giving Statistics 95% of households give to charity Americans gave $358 billion in 2014 7% increase from 2013 In 2014, majority
More informationTo a Successful Planned Giving Program Thursday, May 22
10 STEPS To a Successful Planned Giving Program Thursday, May 22 PRESENTED BY Lynn M. Gaumer, J.D. Senior Technical Consultant The Stelter Company Phil Purcell Vice President for Planned Giving and Endowment
More informationStewardship Principles for Corporate Grantmakers
Stewardship Principles for Corporate Grantmakers Through their philanthropy, companies aspire to achieve a lasting and positive impact on society. Companies resources extend well beyond cash and product
More informationPosition Description SENIOR DIRECTOR, ANNUAL GIVING PROGRAMS. OREGON STATE UNIVERSITY FOUNDATION (Corvallis, OR)
OREGON STATE UNIVERSITY: Position Description SENIOR DIRECTOR, ANNUAL GIVING PROGRAMS OREGON STATE UNIVERSITY FOUNDATION (Corvallis, OR) Oregon State is an internationally recognized public research university
More informationFundraising 101. Katie Busch Senior Director of Development and Alumni Relations. James T. Laney School of Graduate Studies Emory University
Fundraising 101 Katie Busch Senior Director of Development and Alumni Relations James T. Laney School of Graduate Studies Emory University CGS Meeting December 1, 2010 Washington, DC By the Numbers Philanthropic
More informationThe University of Alabama
The University of Alabama General Accounting Information and Procedures The purpose of the Accounting Manual is to provide campus with direction and guidance on offices involved in the accounting process,
More informationJoin Boston Arts Academy Foundation and help us change a young person s life today beginning with your own.
Director of Annual Giving and Events Boston Arts Academy Foundation Boston, Massachusetts About the Foundation: The Boston Arts Academy Foundation is a non-profit organization that was established in 1999
More informationDEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN
DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN Revised January 5, 2016 Development & Alumni Affairs Purpose: Our purpose is to generate maximum gift support for CALS based on the dean s priorities through
More informationUniversity Advancement Annual Giving. Program Review
University Advancement Annual Giving Program Review 2010 Prepared By: Mike Welch Associate Vice President, Annual Giving and Alumni Relations Faculty Advisor: Dr. Jack Meek, Professor of Public Administration
More informationDEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN
DEVELOPMENT & ALUMNI AFFAIRS 2021 STRATEGIC PLAN Revised August 13, 2013 Development & Alumni Affairs Purpose: Our purpose is to generate maximum gift support for CALS based on the dean s priorities through
More informationGRAMBLING STATE UNIVERSITY OFFICE OF INSTITUTIONAL ADVANCEMENT GUIDELINES, POLICIES AND PROCEDURES
GRAMBLING STATE UNIVERSITY OFFICE OF INSTITUTIONAL ADVANCEMENT GUIDELINES, POLICIES AND PROCEDURES INTRODUCTION The Grambling State University Foundation known as the Grambling University Foundation was
More informationMESSAGE FROM THE DIRECTOR OF ATHLETICS OUR MISSION OUR CORE VALUES OUR GUIDING PRINCIPLES
MESSAGE FROM THE DIRECTOR OF ATHLETICS MISSION STATEMENT The University of Memphis athletics program began in the fall of 1912 and has over the past century established itself as a competitive program
More informationYourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014
YourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014 Nonprofit Portal Overview YourCause.com is a free portal for nonprofits to administer their charity pages and engage
More information[INSERT YEAR] Fundraising Plan [INSERT FOUNDATION NAME]
[INSERT YEAR] Plan [INSERT FOUNDATION NAME] University Officer (Foundations) Date Vice Principal (Advancement) or Appointed Delegate Date Contents Foundations Obligations... 3 Summary Overview... 4 Direct
More informationMINUTES OF THE ACADEMIC SENATE RETREAT Friday, September 16, 2011 UU220, 1:30 to 5:30pm
CALIFORNIA POLYTECHNIC STATE UNIVERSITY San Luis Obispo, California 93407 ACADEMIC SENATE MINUTES OF THE ACADEMIC SENATE RETREAT Friday, September 16, 2011 UU220, 1:30 to 5:30pm I. Welcome Rachel Fernflores,
More informationGOVERNANCE AD-HOC COMMITTEE
GOVERNANCE AD-HOC COMMITTEE 1. Establishing framework: Examining critical legal documents, which give community colleges the authority to establish auxiliary organizations Ed Code Section 72670 Examination
More informationNECC STRATEGIC THEME: Accountable College. Outcome Measure / Target
1 DIVISION: FISCAL YEAR: 2006 Department 1: Department 2: NECC STRATEGIC THEME: Accountable College NECC Key Performance Indicator: 6 Note: there may be no Department 1 or 2 Strategic Initiative Indicator
More informationFundraising. Detailed Assessment Report I. Goals and Outcomes/Objectives, with Any Related Measures, Targets, Findings, and Action Plans
Fundraising Detailed Assessment Report 2015-2016 Mission / Purpose To provide opportunities through fundraising for students to pursue a quality education and assist in developing the important qualities
More informationSeptember 14, Dear Dr. McLellan,
September 14, 2017 Mark R. McLellan, Chair Vice President for Research & Dean of the School of Graduate Studies Utah State University 1450 Old Main Hill Logan, Utah 84322-1450 Dear Dr. McLellan, I would
More informationAdvancement: Best Practices
Advancement: Best Practices The advancement office exists to contribute to the strength and vitality of the school: to build relationships with current and new constituents; to manage communication programs;
More informationDONOR RETENTION TOOLKIT
eguide DONOR RETENTION TOOLKIT How to retain every new and returning donor so they give again and again. Introduction Where does your nonprofit focus most of its fundraising energy? Chances are, the answer
More informationAND PHYSICAL ASSETS Effective Date: May, 2013 Supersedes: December, 2009 Last Editorial Change: August, 2010 Mandated Review: May, 2020
University Policy No.: BP3100 Classification: Buildings and Properties NAMING OF FACILITIES Approving Authority: Board of Governors AND PHYSICAL ASSETS Effective Date: May, 2013 Supersedes: December, 2009
More informationCultural Endowment Program
Cultural Endowment Program 2018-2019 Guidelines Table of Contents About this Document Purpose Structure Endowment Forms Cultural Sponsoring Organization Designation Eligibility Requirements Administrative
More informationALL ABOARD THE FUNDRAISING TRAIN!
ALL ABOARD THE FUNDRAISING TRAIN! Laurie Cromwell, CFRE Foundation Innovation, LLC April 20, 2016 NSFA Annual Conference Key Components Infrastructure Development Board of Directors Interconnected components
More informationCommercial Director Executive Team Senior Programme Manager Head of Short Courses
Job Description JOB TITLE: RESPONSIBLE TO: WORKS CLOSELY WITH: Development Officer Head of Development Head of Press and Marketing Commercial Director Executive Team Senior Programme Manager Head of Short
More informationUniversity Advancement
University Advancement Robert W. Groves Vice President University Advancement Slide 1 University Advancement s Mission The mission of University Advancement is to secure support for Michigan State University
More informationCommon Application Questions
Common Application Questions Important: This document provides a list of questions on our online application. We designed it to help you prepare answers for your application in advance of logging on to
More informationPR Fundraising & Events Group Project #1 Lone Star P.R. Group Names : Miranda Ferris, Carter Ferris, Tara Owens & Megan Anderson
PR Fundraising & Events Group Project #1 Lone Star P.R. Group Names : Miranda Ferris, Carter Ferris, Tara Owens & Megan Anderson Research : How does crowdfunding work in a PR campaign? Crowdfunding works
More informationAwarding SIU Foundation Scholarship Funds
Awarding SIU Foundation Scholarship Funds By: Kimberly Hawk April 14, 2018 Overview The Southern Illinois University Foundation (Foundation) solicits, holds, and distributes private support for the benefit
More informationANNUAL REPORT ON GIFTS, FUND RAISING AND ENDOWMENTS YEAR ENDED JUNE 30, 2012
YEAR ENDED JUNE 30, 2012 Additional copies are available at http://www.maine.edu/system/oft/giftsandfundraising.php or by contacting: Office of Finance and Administration 16 Central Street Bangor, ME 04401-5106
More informationWESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN
WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION THREE-YEAR PLAN -2010 Mission Statement: The Western Nebraska Community College Foundation shall advance the mission and goals of Western Nebraska Community
More informationKappa Kappa Gamma Charitable Foundation of Houston Grant Application
2016-17 Grant Application The Kappa Kappa Gamma will be pleased to review your application for funds raised subsequent to the 2016 Kappa Kappa Gamma Holiday Pilgrimage. Please provide the following information
More informationServices that help donors give their support more generously
Working Together The Fidelity Charitable Gift Fund is an independent public charity Like your organization, we are also a nonprofit. Our donor advised fund program, called the Giving Account, helps us
More informationTechnology and Alumni Data at the University of California. Geoffrey A. O Neill AVP Institutional Advancement May 2009
Technology and Alumni Data at the University of California Geoffrey A. O Neill AVP Institutional Advancement May 2009 Overview How we collect Alumni (advancement) data Constituents Cohorts Caution How
More informationERNIE TROY HUGHES, Ph.D Sarina Drive Marietta, GA H (678) C (225)
ERNIE TROY HUGHES, Ph.D. 2836 Sarina Drive Marietta, GA 30064-3709 H (678) 224-6375 C (225) 331-1149 hughesernie@gmail.com SUMMARY Experience in the following aspects of fundraising: Major gifts, capital
More informationTimothy Allen Duncan 105 Seawright Drive Fayetteville, GA Cell
Timothy Allen Duncan 105 Seawright Drive Fayetteville, GA 30215 706-755-7942 Cell duncantima@gmail.com SUMMARY OF QUALIFICATIONS Professional Administrator and Executive with varied and progressive experience
More informationNew Metrics. Stacey Sickels Heckel, CFRE. Anne Arundel Community College. Marianne Briscoe, Ph.D., ACFRE President, Brakeley Briscoe Inc..
What We Measure Improves Going Beyond the Numbers New Metrics for Measuring Fundraising Success Stacey Sickels Heckel, CFRE Executive Director, Institutional Advancement & AACC Foundation Anne Arundel
More informationCanadaHelps is a non-profit social enterprise serving charities & donors.
CanadaHelps is a non-profit social enterprise serving charities & donors. CanadaHelps is a charity that helps charities. We ensure all Canadian charities most notably the smallest ones that need it the
More informationGuidebook. Act now. Act with purpose. Act for the University of North Dakota.
Guidebook Act now. Act with purpose. Act for the University of North Dakota. TABLE OF CONTENTS TABLE OF CONTENTS... 2 INTRODUCTION... 3 PLATFORM... 3 RULES & GUIDELINES... 3 APPROVAL & APPLICATION PROCESS...
More informationOffice of Development and Alumni Affairs 2013 Program Review
Office of Development and Alumni Affairs 2013 Program Review 2013 Program Review Organizational Chart 2012 2013 Program Highlights and Achievements FY12 Dashboard Goals Summary SWOT Analysis Where We are
More informationADVANCEMENT PLAN January June 2017
ADVANCEMENT PLAN January June 2017 Shereitte C. Stokes III, ACFRE Vice President Page 1 of 10 York College December 13, 2016 Advancement is the sum total of the activities that a philanthropic-driven institution
More informationNIC Annual Meeting of Members and NICF THE Foundations Seminar Dual Programming Schedule August 27-30, 2017
NIC Annual Meeting of Members and NICF THE Foundations Seminar Dual Programming Schedule August 27-30, 2017 Please note: Sunday, August 27 9 a.m. 4:30 p.m. Fraternity Growth Accelerator (FGA) Symposium
More informationWorking with Gift Funds
Working with Gift Funds Robert W. Groves Vice President Sarah Blanck Director, Finance & Endowments Slide 1 University Advancement Bob Groves Vice President University Advancement Scott Westerman Assoc.
More informationOBTAINING STEM SUPPORT FROM PRIVATE FOUNDATIONS: A TEAM APPROACH
New resources are always needed to help colleges and universities begin new science, technology, engineering, and mathematics (STEM) projects. As faculty and administrative leaders conceive and develop
More informationFacebook & MySpace: Strategies to Boost Your Alumni & Development Efforts
Facebook & MySpace: Strategies to Boost Your Alumni & Development Efforts Devin T. Mathias University of Michigan outcomes You will have: Tools to engage and identify donors via socialnetworking tools
More informationBOARD OF TRUSTEES. Institutional Advancement. Minutes. September 27, 2016
BOARD OF TRUSTEES Institutional Advancement Minutes September 27, 2016 Institutional Advancement Committee members in attendance: Committee Chair Johnson, Trustees Queenin and Landrau. Also in attendance,
More informationPolicies Superseded: 1834, STUD-134 Review/revision(s): August 2011
Policy Title: Fundraising-Student Organizations Policy Number: STUD-CLSE 308 Policy Approved: October 2011 Policies Superseded: 1834, STUD-134 Review/revision(s): August 2011 Policy Management Area: Campus
More informationENDOWED FACULTY MATCHING GRANT
ENDOWED FACULTY MATCHING GRANT DEADLINE FOR APPLICATION: January 1 and August 1 Endowed Faculty Matching Grants are open to any U.S. or Canadian dental school that is accredited by or has a reciprocal
More informationCommittee Member/Chair Application 2019
Committee Member/Chair Application 2019 Overview Thank you for your interest in being a Committee Member/Chair for HootaThon 2019! If you have any questions about the position or the application and interview
More informationThe Importance of a Major Gifts Program and How to Build One
A Marts & Lundy Special Report The Importance of a Major Gifts Program and How to Build One April 2018 2018 Marts&Lundy, Inc. All Rights Reserved. www.martsandlundy.com A Shift to Major Gift Programs For
More informationSan Diego Public Library Foundation
San Diego Public Library Foundation Strategic Plan Overview 2015-2018 Mission, Core Values &Vision MISSION The Library Foundation strengthens communities by supporting excellence in the San Diego Public
More informationYour Fundraising Planning Guide
Your Fundraising Planning Guide PLANNING GUIDE CONTENTS 1 2 3 4 5 What is #GivingTuesday? Don t Dos + Must Dos Suggested Planning Timeline Planning Checklist (Plan, Prepare, Promote) Additional Resources
More informationGet Hands-on with CanadaHelps Fundraising Tools for Holiday Success
Get Hands-on with CanadaHelps Fundraising Tools for Holiday Success CanadaHelps is a non-profit social enterprise serving charities & donors. CanadaHelps is a charity that helps charities. We ensure all
More informationCOLLABORATIVE FUNDRAISING FAQS
COLLABORATIVE FUNDRAISING FAQS 1. What is the purpose of collaborative fundraising? Collaborative fundraising is designed to increase donations individual, corporate, and foundation made at both the national
More informationAdvancement Division
Advancement Division The University Advancement Division is composed of two primary functions: Development and Alumni Relations. Through diverse programs and objectives in these two areas a common purpose
More informationAssessment Report Academic Year Office of Institutional Advancement
Mission Statement: The Mission of the Kean University Foundation is to promote giving and provide meaningful financial resources to Kean University and its students: supporting the university s mission
More informationCSU Auxiliaries 101. CSU 101 October 25-28, 2015 Pismo Beach, CA. Auxiliary Organizations Association. John Griffin
CSU Auxiliaries 101 CSU 101 October 25-28, 2015 Pismo Beach, CA Auxiliary Organizations Association John Griffin 2015 AOA President (Chief Financial Officer, The University Corporation, CSU Northridge)
More informationOffice of Development and Alumni Relations Student Ambassador Program Program Description for Students
Office of Development and Alumni Relations Student Ambassador Program Program Description for Students What is the Office of Development? The Office of Development is responsible for securing philanthropic
More informationEntrepreneurship is Evolving
Entrepreneurship is Evolving College Metrics State Funds Enrollment Where Revenue Company Metrics The S Curve The Innovation Window New Growth Strategy Original Strategy Time Importance to Cities and
More informationFive-Year Plan. Adopted on November 13, 2015
Five-Year Plan 2015 2020 Adopted on November 13, 2015 November 13, 2015 Dear Alumni, IU s legacy of alumni leadership began in 1854 in response to a plea for help. A fire had destroyed the seminary that
More informationMONETARY TRANSFER FORM (MTF)
MONETARY TRANSFER FORM (MTF) Revised July 19, 2017 BACKGROUND The UCLA is the giving, receiving and investing arm of the University. It receives contributions made by alumni, friends, private foundations
More informationTHE DIVISION OF UNIVERSITY ADVANCEMENT QUARTERLY REPORT PREPARED FOR WINSTON-SALEM STATE UNIVERSITY BOARD OF TRUSTEES ADVANCEMENT COMMITTEE
THE DIVISION OF UNIVERSITY ADVANCEMENT QUARTERLY REPORT PREPARED FOR WINSTON-SALEM STATE UNIVERSITY BOARD OF TRUSTEES ADVANCEMENT COMMITTEE MARCH 2015 BOARD OF TRUSTEES ADVANCEMENT COMMITTEE MEETING THURSDAY,
More informationNew Jersey Institute for Social Justice Development Associate
New Jersey Institute for Social Justice Development Associate The New Jersey Institute for Social Justice seeks a dynamic and entrepreneurial Development Associate to work with the Institute s development
More informationINTERNAL POLICY FOR STELLENBOSCH UNIVERSITY FUNDRAISING
INTERNAL POLICY FOR STELLENBOSCH UNIVERSITY FUNDRAISING In the context of declining first (state subsidies) and second (student fees) stream income,* it is imperative that SU diversifies funding sources,
More informationENGAGEMENT- FOCUSED FUNDRAISING: A WHOLE-SHOP APPROACH
ENGAGEMENT- FOCUSED FUNDRAISING: A WHOLE-SHOP APPROACH January 23-25, 2012 Atlanta, GA This was not your standard fundraising conference. Creative and innovative solutions to old problems were offered.
More informationTimeframe (By When) Ongoing Q1- Q2. DD, Ass DD (KB, SF), Project Researcher Develop clear strategies for engaging prospects. Q3 Q4.
Priority 1: Build capacity through fundraising to support RMIT s strategic priorities Overall target: Fundraising income target is $1,730,000 (10% increase from 2011 based on centralised donations of $1,575,000)
More informationSECTION 22 GIFTS PROCESSING
SECTION 22 GIFTS PROCESSING Policy Sequence 22-000 May 2008 Section 22 This page intentionally left blank. May 2008 Section 22 Introduction The California State University, Long Beach Foundation is a nonprofit
More informationTo allow for responsible spending of UFF Source of Funds (SOF).
University of Florida Foundation, Inc. Policy #: 5.10 Effective Date: September 25, 2015 Responsible Department: Finance and Accounting 1. PURPOSE To allow for responsible spending of UFF Source of Funds
More informationJOB POSTING. Director of Advancement Communications
JOB POSTING POSITION TITLE: CLASSIFICATION: DEPARTMENT: POSITION REPORTS TO: Director of Advancement Communications Exempt Institutional Advancement Vice President for Institutional Advancement (may be
More informationMaximizing Giving Days and Ensuring a Successful Year End Giving Initiative
Maximizing Giving Days and Ensuring a Successful Year End Giving Initiative PRESENTED BY Stephanie Moore Director of the Annual Fund, Baltimore Symphony Orchestra Natalie Shroyer Assistant Vice President,
More information