University Advancement Update CWU BOARD OF TRUSTEES MEETING - - PowerPoint PPT Presentation

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University Advancement Update CWU BOARD OF TRUSTEES MEETING - - PowerPoint PPT Presentation

Jan 08, 2024 272 likes •552 views

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

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University Advancement Update

CWU BOARD OF TRUSTEES MEETING November 3, 2017

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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
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Current UA Structure

  • Alumni and Constituent Relations
  • Communications
  • Development/Fundraising
  • Operations
  • Donor Relations
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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.

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The Last Five Years

  • Build. Build. Build.
  • Staffing
  • Programs
  • Infrastructure/Systems/Policies
  • Board Engagement and Development
  • Changing the Culture
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The Results

FY12 to FY17 Performance Data

$0 $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 2012 2013 2014 2015 2016 2017 TOTAL DOLLARS RAISED

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The Results

FY12 to FY17 Performance Data

1,000 2,000 3,000 4,000 5,000 6,000 2012 2013 2014 2015 2016 2017 TOTAL DONORS

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The Results

FY12 to FY17 Performance Data

500 1,000 1,500 2,000 2,500 3,000 3,500 4,000 2012 2013 2014 2015 2016 2017 TOTAL ALUMNI DONORS

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The Results

FY12 to FY17 Performance Data

0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 4.00% 4.50% 5.00% 2012 2013 2014 2015 2016 2017 ALUMNI GIVING PARTICIPATION RATE

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The Results

FY12 to FY17 Performance Data

500 1,000 1,500 2,000 2,500 2012 2013 2014 2015 2016 2017 PAID ALUMNI MEMBERSHIPS

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The Results

FY12 to FY17 Performance Data

0.00% 5.00% 10.00% 15.00% 20.00% 25.00% 2012 2013 2014 2015 2016 2017 GIVING PARTICIPATION RATE OF ALUMNI ASSOCIATION MEMBERS

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The Results

FY12 to FY17 Performance Data

35.00% 40.00% 45.00% 50.00% 55.00% 2012 2013 2014 2015 2016 2017 DONOR RETENTION

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The Results

FY12 to FY17 Performance Data

$0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 2012 2013 2014 2015 2016 2017 FOUNDATION TOTAL NET ASSETS

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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.
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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.

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Alumni and Constituent Relations

  • Telling the Story
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Alumni and Constituent Relations

  • Membership
  • Mentor Program Development
  • Parent Relations
  • Wildcat Den and Business Network
  • Integration with Development Team
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Communications

  • Optimize Web Experience
  • Royall & Company
  • Staffing/Team Development
  • Campaign Communication Alignment
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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
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Operations

  • Scholarship Central
  • Donor/Endowment Compliance
  • Move to RE NXT
  • Moving from Reporting to Analytics
  • System Improvements
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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
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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
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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
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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.

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Any Questions?