Greensboro, North Carolina December 15, 2012 Presented by: - - PowerPoint PPT Presentation

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Capital Campaign Preparedness and Feasibility Study

The University of North Carolina at Greensboro Board of Trustees

Greensboro, North Carolina

December 15, 2012

Presented by: Patricia W. Stewart, Vice Chancellor University Advancement

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Planning Study Objectives and Methodology

Objecti jectives es Met ethod hodol

• logy
• gy
• Engage key stakeholders and prospective donors;

seek advice and instill ownership of the campaign

• Assess campaign feasibility of achieving a $200

million goal

• Understand general attitudes and perceptions

regarding UNCG

• Test the case for support
• Identify potential donors, leaders, and volunteers for

the campaign

• Determine personal willingness to lead, support, and

make gift requests for the campaign

• Determine a workable fund-raising plan
• Avoid launching a campaign that is beyond the

capacity of the organization

• Initial Case Development
• Interview Candidate Identification
• 78 CCS-Conducted and 122 UNCG-Conducted

Strategic Individual Interviews with:

• Select current and past Board members
• Alumni
• Corporations
• Foundation
• Friends of the University
• E-mail survey of 7,227 individuals
• Three focus groups with the following constituencies:
• Parents
• 1970’s and 1980’s Alumni
• Spartan Athletics Supporters

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Planning Study Participants

*Each participant is included in one constituency CCS CCS-Co Condu ducted ed Inter ervie iews Constit tituenc ency Count nt Perce rcent ntage Alumni 40 51% Board of Trustees 4 5% Foundation 7 9% Corporation 8 10% Friend 19 24% TOTAL AL: 78 78 100% UNCG-Co Condu ducted ed Inter ervie iews s Constit tituenc ency Count nt Perce rcent ntage Alumni 100 82% Board of Trustees 4 3% Foundation 4 3% Corporation 0% Friend 14 11% TOTAL AL: 122 122 100%

At the conclusion of the Study, CCS created the Final Report documenting the feedback and advice from all Study interviews conducted by both CCS and UNCG. The constituency breakdown

• f the interview participants is as follows:

4  CCS recommends that UNCG initiates a comprehensive

campaign with an initial working goal of $175 million.

 UNCG can achieve a goal of $175 million with the following

provisions: − The active campaign timetable is seven years (FY12 to FY18). − UNCG leadership aggressively pursues Principal Gift donors ($2.5 million+) with transformational funding

• pportunities early in the campaign.

− UNCG advancement invests heavily in prospect cultivation and new donor engagement. − Planned giving serves as an integral component of the campaign. − UNCG raises, through its total baseline annual fundraising efforts, at least $7 million on average over the seven year timetable. − Funds raised after the conclusion of the Students First Campaign on 6/30/09 be credited toward the new campaign totals (in effect, this would be FY10 and 11).

Primary Conclusions

$25 $50 $75 $25

$0 $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 $ millions

Ac Achievi ving ng a $ $175M M Work rking ng Goal

Principal Gifts (FY 12-18) Campaign Specific Major and Planned Gifts (FY 12-18) Total Baseline Annual Fundraising (FY 12-18) Post SFC Revenue (FY 10-11)

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CCS Condu nducted d Inter ervie views ws UNCG G Condu nducted ed Intervie views ws

Area Prio iorit rity Area Prio iorit rity 1 2 3 1 2 3 Schola larsh ship ips 46 46 78% 78% 5 11% 1 3% Schola larsh ship ips 75 75 72% 72% 15 16% 8 10% Other er Student ent Suppor

• rt

1 2% 12 12 26% 26% 11 34% Other er Student ent Suppor

• rt

8 8% 30 30 32% 32% 14 17% Pro rofesso essorsh ship ips 3 5% 12 12 26% 26% 3 9% Pro rofesso essorsh ship ips 9 9% 23 23 24% 11 13% Other er Faculty ulty Suppor

• rt
• 4

9% 6 19% Other er Faculty ulty Suppor

• rt

4 4% 8 9% 15 18% Pro rogra rammatic ic Suppor

• rt

3 5% 6 13% 3 9% Pro rogra rammatic ic Suppor

• rt
• 13

14% 13 16% Facilit ility Needs ds 5 8% 7 15% 7 22% Facilit ility Needs ds 6 6% 3 3% 12 15% Spartan n Athle leti tics 1 2% 1 2% 1 3% Spartan n Athle leti tics 2 2% 2 2% 9 11% Tota

• tal

59 100% 47 100% 32 100% Tota

• tal

104 100% 94 100% 82 100%

Interest in Funding Priorities: Ranked Priorities

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CCS CCS-Cond

• nducted

d Inter ervie views ws UNCG-Con

• ndu

ducted ed Intervie views ws

Would ld you Consid nsider Yes No No Unsure re Tota

• tal

CCS S St Study dy Average e fo for “Yes” Would ld you Consid nsider Yes No No Unsure re Tota

• tal

Giving ng a Gift 47 11 8 66 79% Giving ng a Gift 93 8 13 114 71% 17% 12% 100% 82% 7% 11% 100% Servin ing as a Leader der 9 33 14 56 28% Servin ing as a Leader der 22 69 20 111 16% 59% 25% 100% 20% 62% 18% 100% Servin ing on a Commit ittee ee 20 20 15 55 50% Servin ing on a Commit ittee ee 52 37 21 110 36% 36% 27% 100% 47% 34% 19% 100% Solic icit itin ing Gifts ts fro rom Peer ers 20 27 7 54 51% Solic icit itin ing Gifts ts fro rom Peer ers 36 53 20 109 37% 50% 13% 100% 33% 49% 18% 100% Hostin ing a Recepti tion

• n

30 18 7 55 41% Hostin ing a Recepti tion

• n

59 32 17 108 55% 33% 13% 100% 55% 30% 16% 100% Openi ning ng Doors 28 18 8 54 55% Openi ning ng Doors 71 18 16 105 52% 33% 15% 100% 68% 17% 15% 100%

Philanthropic Commitment

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CCS Condu nducted d Inter ervie views ws UNCG G Condu nducted ed Intervie views ws

Low-End Indic icatio ions High-End Indic icatio ions Low-End Indic icatio tions High-End Indic icatio ions # Tota tal Gif ift Lev evel el Tota tal # # Tota tal Gif ift Lev evel el Tota tal #

• $1,000,000+
• $1,000,000+
• 2

$2,000,000 $1,000,000 $2,000,000 2

• $1,000,000
• $500,000

$1,500,000 3

• $500,000

$1,000,000 2 3 $750,000 $250,000 $1,250,000 5 2 $500,000 $250,000 $1,000,000 4 5 $500,000 $100,000 $800,000 8 4 $400,000 $100,000 $500,000 5 11 $550,000 $50,000 $150,000 3 5 $250,000 $50,000

• 19

$370,000 Less than $50,000 $561,000 19 74 $1,850,000 Less than $50,000 $2,960,000 74 40 40 $4,170,0 ,000 GRAND ND TOTAL L $6,2 ,261,0 ,000 40 40 85 85 $3,0 ,000,0 ,000 GRAND ND TOTAL L $5,4 ,460,0 ,000 85 85

Gift Indications

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CCS recognizes the importance of the following initiatives

underway at UNCG:

 −Academic Program Review  −Identification of University-wide campaign themes and investment opportunities  −Rollout of the Integrated Marketing Plan in coordination with University Relations

The successful completion of these key initiatives will

position the University to proceed into a proposed Campaign Organizational Phase.

Ongoing University-wide Initiatives

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Devote the first 12 – 18 months in an intensive Campaign

Organizational Phase to:

− Refine the campaign case and investment opportunities. − Finalize staffing and resource needs.

• CCS recommends UNCG supplement their current staffing model in the following

areas:

 Principal Gifts, Prospect Research, Administrative Support, and Development

Communications

• CCS recommends UNCG expend resources on:

 A concentrated marketing campaign as a precursor to increase donor and

alumni awareness

 Maintaining and increasing staffing levels in University Advancement

− Increase significant prospect discovery and engagement.

• I. Organizational Phase