University Advancement Update CWU BOARD OF TRUSTEES MEETING November 3, 2017
Introduction • University Advancement Overview • Current Structure and Mission Statement • Looking Back • FY12 to FY17 Performance Data • The Path Forward • Strategic Planning and Capital Campaign Preparation • Leadership Board Partnership • Foundation, Alumni Association, Board of Trustees • Student Impact • Board of Trustees Scholarship Recipients
Current UA Structure • Alumni and Constituent Relations • Communications • Development/Fundraising • Operations • Donor Relations
University Advancement Mission University Advancement exists to build a movement of greater community, connection and capacity for Central Washington University – so that its mission can be more fully lived out (LOUD) in the lives of its students, faculty, alumni, donors and friends.
The Last Five Years • Build. Build. Build. • Staffing • Programs • Infrastructure/Systems/Policies • Board Engagement and Development • Changing the Culture
The Results FY12 to FY17 Performance Data TOTAL DOLLARS RAISED $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data TOTAL DONORS 6,000 5,000 4,000 3,000 2,000 1,000 0 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data TOTAL ALUMNI DONORS 4,000 3,500 3,000 2,500 2,000 1,500 1,000 500 0 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data ALUMNI GIVING PARTICIPATION RATE 5.00% 4.50% 4.00% 3.50% 3.00% 2.50% 2.00% 1.50% 1.00% 0.50% 0.00% 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data PAID ALUMNI MEMBERSHIPS 2,500 2,000 1,500 1,000 500 0 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data GIVING PARTICIPATION RATE OF ALUMNI ASSOCIATION MEMBERS 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data DONOR RETENTION 55.00% 50.00% 45.00% 40.00% 35.00% 2012 2013 2014 2015 2016 2017
The Results FY12 to FY17 Performance Data FOUNDATION TOTAL NET ASSETS $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 2012 2013 2014 2015 2016 2017
What’s Next? (What We Need to Move to the Next Level) • Philanthropic Vision and Engagement • Collaboration/Integration • Volunteer/Leadership Mobilization • FOCUS • Strategic Planning & Execution • Resource Alignment Around “The Best” vs. “The Good” • One Common Purpose/Lens • Campaign Preparation and Transformational Priorities • Culture. Culture. Culture.
University Advancement Vision Through collaborative partnerships with campus and volunteer leadership, University Advancement will plan, resource, and deliver a comprehensive alumni and donor engagement campaign that will position Central Washington University as the premier higher education experience in the West as well as a first-choice recipient for the time, talent and resource investments of its core constituents.
Alumni and Constituent Relations • Telling the Story
Alumni and Constituent Relations • Membership • Mentor Program Development • Parent Relations • Wildcat Den and Business Network • Integration with Development Team
Communications • Optimize Web Experience • Royall & Company • Staffing/Team Development • Campaign Communication Alignment
Development/Fundraising • Identifying the Top 250 • Locking down Vision/Priorities • Focus on Moves Management, Major Gift Solicitation and Pipeline Building • Planned Giving • Integration with Alumni Team
Operations • Scholarship Central • Donor/Endowment Compliance • Move to RE NXT • Moving from Reporting to Analytics • System Improvements
Donor Relations • Giving Societies – Outreach/Recruitment • Stewardship Activities/Events • Communication Demonstrating Impact • Scholarship Reporting and Receptions • Faculty/Staff/Student Giving Campaign • The Art and Science of Saying Thank You • All About Retention
Leadership Board Partnership • Foundation Board • Revitalization Process • Focus Around Four Commitments • Relevant Partner to University • Alumni Association Board • Collaborative Partner Within new UA Structure • Has Increased Support to Operations by 380% • Board of Trustees • AGB Follow Up Items – Culture of Philanthropy
Student Impact • Board of Trustees Scholarship Report • Established in 2010 – Supports Scholarships for Outstanding Undergraduate Students • As of June 30, 2017 -- $59,801.54 • Awarding Three Scholarships in 2017/2018 • Darcie Haegele • Makayla Miracle • Angelica Joy Somera
Final Thoughts/Reflections • The Future • Hope and Optimism • Two Guarantees • The work ahead will continue to be challenging. • In the end, it will be completely worth it. • Bottom Line • Your continued leadership and investment is critical to establish the culture of philanthropy and alumni engagement that is required.
Any Questions?
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