Mizzou Advancement March 19, 2018 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-1
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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-2
I. Who We Are April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-3
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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-4
II. Strategic Planning Process April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-5
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
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
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 opportunities • 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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-8
Mizzou Development Planning Calendar JULY AUG SEPT OCT NOV DEC Fundraiser Biweekly principal Mid Year Portfolio Q1 Core Metric Q2 Core Metric Retreat gifts discussions Check-In Review & Update Review & Update Celebrate Divisional Professional Meeting Development Q2 Special Initiative: Stewardship Focus Track #1 Individual Professional Performance Development Appraisals Track #2 Q1 Special Initiative: Solicitation Focus JAN FEB MARCH MAY JUNE APRIL Q4 Core Unit Planning Unit Vision Q3 Special Initiative: Cultivation Focus/Pipeline Metric Wrap-Up Sessions Setting Retreat Vice Chancellor Unit Mid Year Check-In Q4 Special Initiative: Open Proposal Closes Annual Portfolio Q3 Core Metric Review Process Review & Update Individual FY Kick Off – Annual Performance Program & Professional Divisional Plan Check-In Priorities Development Meeting Completion Review Track #3 Roadmap to $175M meetings begin April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-9
OPEN – EXT AFF M&A – INFO 1-10 April 12-13, 2018
III. Metrics – Measuring Success April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-11
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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-12
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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-13
OPEN – EXT AFF M&A – INFO 1-14 April 12-13, 2018
Campaign Progress (in Millions) $1,000 $906 $763 $604 $450 $299 $150 FY12 FY13 FY14 FY15 FY16 FY17 FY18 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-15 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-15
Annual Productivity (cash & pledges) (in Millions) $180 $160 $140 $120 $100 $80 $60 $40 $20 $0 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18YTD Productivity YTD Productivity total April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-16
Annual Cash Giving (in Millions) $140.0 $120.0 $100.0 $80.0 $60.0 $40.0 $20.0 $- FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18YTD Cash YTD Cash total April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-17
$1M+ Gifts 23 21 21 20 14 12 11 6 2011 2012 2013 2014 2015 2016 2017 2018TD April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-18
Process for Principal Gifts • Big Gifts for Big Ideas Campaign 8-Figure Gifts • Cure Cancer • $30M Reynolds Journalism Institute • Feed the Poor • $30M East Side Football Stadium Expansion • Eliminate Illiteracy • $25M Kinder Institute for Constitutional • Build Relationships Democracy • $21.6M Novak Leadership Institute • Match donor interest with MU priority • $13.8M CAFNR • Develop vision, strategy and tactics • $10M J-School Faculty Fellowships • $10M School of Music Building • Close • $10M Football Facility • Ask for permission to submit proposal • Ask for planning money • Show appeal beyond Mizzou April 12-13, 2018 Principal gifts fuel 37% of campaign productivity. OPEN – EXT AFF M&A – INFO 1-19
SEC 2017 Cash Total Raised (in thousands) $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 Georgia LSU Kentucky Mizzou Auburn Alabama Tennessee Ole Miss Mississippi Arkansas Carolina St. April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-20
Cost to Raise a Dollar 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. $0.17 $0.13 $0.13 $0.13 $0.12 $0.12 $0.12 $0.10 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 OPEN – EXT AFF M&A – INFO 1-21 April 12-13, 2018
IV. Aligning Development with University Priorities April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-22
Aligning Campaign Goals with University Priorities University Priorities • Student Success • Research • Creative Works Signature • Economic Campus Student Centers Endowment and Renaissance Success Development Institutes • Innovation • Engagement and Outreach Advancement’s fundraising goals depend on building relationships and fostering engagement with alumni, friends, corporations and other key constituents. April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-23
Campus Renaissance Support for Capital Projects 300 Campus Renaissance Progress Goal $250M Progress Goal I. $167M raised toward $250M goal 250 II. The challenge of raising capital dollars 200 III. Private Support for Capital: I. TPMC (Feasibility study plan) 150 II. School of Music Facility ($17M) 100 III. School of Nursing Building ($6M) IV. Engineering Renovation ($2.5M) 50 V. Journalism/Welcome Center ($5M) VI. Applied Learning Center ($10.8M) 0 April 12-13, 2018 Campaign Gifts Matching Funds VII. South End Zone Facility ($48M) Other Needed OPEN – EXT AFF M&A – INFO 1-24
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
Gifts to Fuel Research and Discovery • Novak Leadership Institute • Kinder Institute on Constitutional Democracy • Thompson Center for Autism and Neurodevelopmental Disorders April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-26
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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-27
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 April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-28
V. Areas That Require Support April 12-13, 2018 OPEN – EXT AFF M&A – INFO 1-29
Recommend
More recommend
