The Capital Campaign

1. The Capital Campaign

2. A Campaign Is An organized, intensive fundraising effort to secure gifts and pledges – beyond the existing level – for clearly identified purposes during a defined period of time.

3. A Campaign for Oakland University Will • Propel OU Fundraising to a new level • Significantly increase OU endowment • Address targeted facility needs • Grow the Annual Fund to higher levels • Establish a much larger donor base • Mature the development infrastructure • Establish a powerful volunteer force

4. State of Philanthropy Campaigns are succeeding by: • Articulating a compelling case for support • Presenting clear fund raising objectives • Paying careful attention to donor relationships • Focusing on the links of donor passions and institutional visions

5. Throughout the Capital Campaign Identify Leadership Gifts Stewardship Process May – June 2002 Campaign Plan Development Completed June 2002 July 2002 Begin Counting Gifts Continue Throughout Campaign July 2002 Draft Case Development Completed January 2003 August 2002 Case Presentations & Discussions Continue To Kickoff September 2002 President’s Campaign Council Identify / Recruit Leaders & Volunteers Continue Through July 2003 September 2002 Unit Case Drafts 1st Draft to ICC March 2003 February 2003 Consultative Dinners Completed March 2004 2004 Planning Committee Identified 2004 Campaign Kickoff 2004 – 2007 or beyond Public Phase of Campaign At Conclusion of Campaign Wrap-Up Celebration

6. Internal Campaign Committee • Monthly Meetings • Accomplishments Coordination Guidelines Consensus on Case Draft and Focus on Campaign

7. Increase Engagement of OUF In Fundraising • Meetings with Each Director Reviewing Prospects • New Committee Structure to Focus on Development •Addition of New Directors Give Open Doors Leadership

8. President’s Campaign Council • 3 Board of Trustee Members • 3 OU Foundation Directors Expand to include: • Leadership Gift Donors and Prospects • Corporate • Major Gifts • Alumni Giving

9. Case Development • Grew out of 2010 Vision • Involvement of Academic Leadership • Focus on Strengths of OU to Distinction

10. Distinctive Undergraduate ExperienceA Vision for 2010 • Capstone Experience • Opportunity to Conduct Research • Serve in Internships, Field Experiences and/or Cooperative Education • Global Education and Work Experience • Achieving High Proficiencies in Written and Verbal Communication

11. Featured Objectives and Leadership Priorities New Endowment Funds To support student scholarships, faculty fellowships and professorships, research endowments and strategic and exemplary program development Expendable Program Funds To support student-faculty research projects, academic initiatives, partnerships in practice, research and service Facility Renewal and Capital Enhancement To provide resources for OU to renovate, expand and add to its physical master plan as enrollment and program enhancements require

12. Engagement Plans • Variety of Cultivation Events • Unit Events • Alumni Receptions and Activities • Consultative Visits

13. Consultative Visit Plan Consultative Dinners Twice a month during the Campaign Groups of 8-12 Couples Invited Intimate Gathering for Lively Discussion

14. Consultative Visit Plan Invitees to Consultative Dinners Include: Board of Trustees Oakland University Foundation Members Advisory Board Members Donors Giving $25,000 and Above President’s Club Members Prospects Identified by Marts and Lundy

15. Consultative Visit Plan 300 People in the 1st 6 Months 1200 by the End of 2003 2000 -3000 by Kickoff

16. Consultative Visit Plan Agenda for Consultative Dinners 6:00 pm Reception 6:30 pm Dinner 7:15 pm Presentation by Dr. Russi 7:30 pm Discussion 8:30 pm Wrap Up

17. Consultative Visit Plan Follow-up Questionnaire

18. Work to be Accomplished in 2003 and Beyond • Solicitation of Lead Gifts • Identify Leadership • Identify Prospects • Plan Kick Off Events • 2 Consultative Events per Month • Getting the Story Out

19. We Believe in Our Future