Division of Development and Alumni Relations PBA Scott Cooksey. Vice President UVU CEO UVU Foundation

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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

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