[PPT] - Mizzou Advancement March 19, 2018 April 12-13, 2018 OPEN EXT AFF PowerPoint Presentation

SLIDE 1

Mizzou Advancement

March 19, 2018

OPEN – EXT AFF M&A – INFO 1-1

April 12-13, 2018

SLIDE 2

Mizzou Advancement

I. Who We Are

II. Strategic Planning Process
III. Metrics – Measuring Success
IV. Aligning Development with University Priorities
V. Areas That Require Support

OPEN – EXT AFF M&A – INFO 1-2

April 12-13, 2018

SLIDE 3

I. Who We Are

OPEN – EXT AFF M&A – INFO 1-3

April 12-13, 2018

SLIDE 4

Who We Are

I. Mission: Mizzou Advancement strives for national prominence in

fundraising, alumni involvement and talent management to support Mizzou priorities. II.Core values: Passion, teamwork, engagement III.Dedicated resources across campus, including:

Scholarships
Mizzou Alumni Association
Intercollegiate athletics
Schools and colleges
Corporations/Foundations - Gift Planning & Regional Advancement
Annual Fund
Creative Services
Donor Relations
Advancement Services

OPEN – EXT AFF M&A – INFO 1-4

April 12-13, 2018

SLIDE 5

II. Strategic Planning Process

OPEN – EXT AFF M&A – INFO 1-5

April 12-13, 2018

SLIDE 6

Strategic Organizational Planning

Leadership Re-organization
Leadership Planning

Sessions

Right-sizing
Budget
Staffing
Strategic Investments
Continual SWOT analyses

OPEN – EXT AFF M&A – INFO 1-6

April 12-13, 2018

SLIDE 7

Strategic Campaign Planning

Executive Committee pre-planning meetings
National case statement discussion tour (2012-2013)
Feasibility study with Grenzebach Glier (recommended $1.2B goal)
Consultation with campus leadership and Campaign Cabinet
Campaign Cabinet approves $1.3B goal in September 2013
Initial three priorities (campaign launch: October 2015)
Endowment
Signature Centers and Institutes
Campus Renaissance
Framework has proven flexible
Added Student Success priority in August 2017

OPEN – EXT AFF M&A – INFO 1-7

April 12-13, 2018

SLIDE 8

Strategic Annual Planning

Annual planning process
Informed by donor/prospect data and division-wide

SWOT analysis

Each school/college/unit:
Evaluates donor pipeline for proposal
pportunities
Meets with AVC and dean/director to set goals for

dollars, proposals and substantive contacts

Updates AVC and dean/director on a monthly basis
Regular communication and weekly tracking of

team metrics drives accountability and success

OPEN – EXT AFF M&A – INFO 1-8

April 12-13, 2018

SLIDE 9

JULY AUG SEPT OCT NOV DEC JAN FEB MARCH APRIL MAY JUNE

Biweekly principal gifts discussions Celebrate Divisional Meeting Individual Performance Appraisals Mid Year Portfolio Check-In Professional Development Track #1 Q1 Core Metric Review & Update Fundraiser Retreat Professional Development Track #2 Q2 Core Metric Review & Update Vice Chancellor Unit Mid Year Check-In Individual Performance Check-In Roadmap to $175M meetings begin Annual Portfolio Review Process Q3 Core Metric Review & Update Professional Development Track #3 Unit Vision Setting Retreat Program & Priorities Review Unit Planning Sessions Annual Plan Completion Q4 Core Metric Wrap-Up FY Kick Off – Divisional Meeting

Q1 Special Initiative: Solicitation Focus Q2 Special Initiative: Stewardship Focus Q3 Special Initiative: Cultivation Focus/Pipeline Q4 Special Initiative: Open Proposal Closes

Mizzou Development Planning Calendar

OPEN – EXT AFF M&A – INFO 1-9

April 12-13, 2018

SLIDE 10

OPEN – EXT AFF M&A – INFO 1-10

April 12-13, 2018

SLIDE 11

III. Metrics – Measuring

Success

OPEN – EXT AFF M&A – INFO 1-11

April 12-13, 2018

SLIDE 12

Division Metrics

Campaign Goal: $1.3B
Set after feasibility study for Mizzou Our Time To Lead

Campaign

Annual Productivity: 2018 Goal of $175M
Includes all new gifts, pledges and estate commitments
Voluntary Support of Education (VSE) - Cash
Includes all cash for the fiscal year including gifts, pledge

payments and realized expectancies

Annual Giving: $21M

OPEN – EXT AFF M&A – INFO 1-12

April 12-13, 2018

SLIDE 13

Individual Metrics

Dollars Raised
Number of Proposals Closed
Number of Proposals Presented
Number of Personal Visits & Contacts
Metrics for non-fundraising staff based on core duties

(Research, Mizzou Alumni Association, Gift Processing, etc.) *Metrics for individual fundraisers are customized based on position and tenure

OPEN – EXT AFF M&A – INFO 1-13

April 12-13, 2018

SLIDE 14

OPEN – EXT AFF M&A – INFO 1-14

April 12-13, 2018

SLIDE 15

$150 $299 $450 $604 $763 $906 $1,000 FY12 FY13 FY14 FY15 FY16 FY17 FY18

Campaign Progress (in Millions)

OPEN – EXT AFF M&A – INFO 1-15

April 12-13, 2018

OPEN – EXT AFF M&A – INFO 1-15

April 12-13, 2018

SLIDE 16

$0 $20 $40 $60 $80 $100 $120 $140 $160 $180 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18YTD

Annual Productivity (cash & pledges) (in Millions)

Productivity YTD Productivity total

OPEN – EXT AFF M&A – INFO 1-16

April 12-13, 2018

SLIDE 17

$- $20.0 $40.0 $60.0 $80.0 $100.0 $120.0 $140.0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18YTD

Annual Cash Giving (in Millions)

Cash YTD Cash total

OPEN – EXT AFF M&A – INFO 1-17

April 12-13, 2018

SLIDE 18

6 11 14 21 23 20 21 12 2011 2012 2013 2014 2015 2016 2017 2018TD

$1M+ Gifts

OPEN – EXT AFF M&A – INFO 1-18

April 12-13, 2018

SLIDE 19

Process for Principal Gifts

Big Gifts for Big Ideas
Cure Cancer
Feed the Poor
Eliminate Illiteracy
Build Relationships
Match donor interest with MU priority
Develop vision, strategy and tactics
Close
Ask for permission to submit proposal
Ask for planning money
Show appeal beyond Mizzou

Principal gifts fuel 37% of campaign productivity.

Campaign 8-Figure Gifts

$30M Reynolds Journalism Institute
$30M East Side Football Stadium

Expansion

$25M Kinder Institute for Constitutional

Democracy

$21.6M Novak Leadership Institute
$13.8M CAFNR
$10M J-School Faculty Fellowships
$10M School of Music Building
$10M Football Facility

OPEN – EXT AFF M&A – INFO 1-19

April 12-13, 2018

SLIDE 20

$290,458 $267,350 $193,581 $174,208 $163,545 $121,572 $119,920 $119,526 $104,418 $98,956 $98,124 $94,170 $89,521 $83,555 Texas A&M Florida Vanderbilt South Carolina Georgia LSU Kentucky Mizzou Auburn Alabama Tennessee Ole Miss Mississippi St. Arkansas

SEC 2017 Cash Total Raised

(in thousands)

OPEN – EXT AFF M&A – INFO 1-20

April 12-13, 2018

SLIDE 21

Cost to Raise a Dollar

$0.13 $0.17 $0.12 $0.12 $0.10 $0.13 $0.12 $0.13 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17

For every $1.00 we invest, we return $7.70 (670% ROI). Industry data shows average ROI of $5.53 for every dollar spent on development efforts among public institutions.

OPEN – EXT AFF M&A – INFO 1-21

April 12-13, 2018

SLIDE 22

IV. Aligning Development with

University Priorities

OPEN – EXT AFF M&A – INFO 1-22

April 12-13, 2018

SLIDE 23

Aligning Campaign Goals with University Priorities

Student Success Campus Renaissance

Signature Centers and Institutes

Endowment University Priorities

Student Success
Research
Creative Works
Economic

Development

Innovation
Engagement and

Outreach

Advancement’s fundraising goals depend on building relationships and fostering engagement with alumni, friends, corporations and other key constituents.

OPEN – EXT AFF M&A – INFO 1-23

April 12-13, 2018

SLIDE 24

Support for Capital Projects

I. $167M raised toward $250M goal

II. The challenge of raising capital dollars
III. Private Support for Capital:

I. TPMC (Feasibility study plan) II. School of Music Facility ($17M)

III. School of Nursing Building ($6M)
IV. Engineering Renovation ($2.5M)

V. Journalism/Welcome Center ($5M)

VI. Applied Learning Center ($10.8M)
VII. South End Zone Facility ($48M)

50 100 150 200 250 300 Campus Renaissance

Progress Goal

Campaign Gifts Matching Funds Other Needed

Campus Renaissance Progress Goal $250M

OPEN – EXT AFF M&A – INFO 1-24

April 12-13, 2018

SLIDE 25

Gifts for Student Success

Flagship Scholars program
Smith Family Study Abroad Endowment
William L. Hase and Alice M. Young Fellowship in Chemistry

OPEN – EXT AFF M&A – INFO 1-25

April 12-13, 2018

SLIDE 26

Gifts to Fuel Research and Discovery

Novak Leadership Institute
Kinder Institute on Constitutional Democracy
Thompson Center for Autism and Neurodevelopmental

Disorders

OPEN – EXT AFF M&A – INFO 1-26

April 12-13, 2018

SLIDE 27

Gifts to Foster Creativity

New School of Music building ($17M raised)
Miller Family Endowed Chair in Literature and Writing
Center for Applied Theatre and Drama Research

OPEN – EXT AFF M&A – INFO 1-27

April 12-13, 2018

SLIDE 28

Gifts to Drive Economic Development and Innovation

Translational Precision Medicine Complex (planning)
Enterprise Fund for Global Sustainability
Walter B. Potter Fund for Innovation in Local Journalism
Corporate partnerships

OPEN – EXT AFF M&A – INFO 1-28

April 12-13, 2018

SLIDE 29

V. Areas That Require Support

OPEN – EXT AFF M&A – INFO 1-29

April 12-13, 2018

SLIDE 30

Opportunities for Enhancement

Sustainable strategic financial plan
Enhanced investment in Talent Management Program —

promoting career pathing, recruitment and retention

Competitive salary structure
Improve staffing funding models that promote and reflect

partnerships with schools and colleges

OPEN – EXT AFF M&A – INFO 1-30

April 12-13, 2018

SLIDE 31

Advancement Funding Structure

$- $2 $4 $6 $8 $10 $12 $14 $16 09 10 11 12 13 14 15 16 17 18

Campus Allocation Endowment Fee Gift Fees Funding Agreement ICA Fees Reserve Budget OPEN – EXT AFF M&A – INFO 1-31

April 12-13, 2018

SLIDE 32

Cost of Attracting, Retaining and Losing Top Talent

*Data from Education Advisory Board.

OPEN – EXT AFF M&A – INFO 1-32

April 12-13, 2018

SLIDE 33

OPEN – EXT AFF M&A – INFO 1-33

April 12-13, 2018