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Key Trends in Community College Fundraising and Foundations 2017 COMBASE Conference. September 24, 2017. Overview. CASE & Center for Community College Advancement Key Characteristics of Strong Community College Fundraising Programs Challenges/Opportunities facing Comm College Foundations
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Key Trends in Community College Fundraising and Foundations 2017 COMBASE Conference September 24, 2017
Overview • CASE & Center for Community College Advancement • Key Characteristics of Strong Community College Fundraising Programs • Challenges/Opportunities facing Comm College Foundations • Tax Reform and Foundations
About CASE One of the largest international associations of educational institutions More than 3,670colleges, universities, independent schools, and nonprofit organizations in 82 countries More than 81,000advancement professionals at member institutions Led by volunteers with more than 4,850 advancement professionals serving as board members, speakers, authors, conference planners and more
Center for Community College Advancment • Community College Focus • Training and Resources • Annual Conference for Comm College Advancement (Oct. 12-14, Anaheim, CA) • Conference for Comm College Grant Professionals (Nov. 1-3, Washington, DC) • Fundraising, Alumni Relations, Grant and Communications and Marketing • CONTACT: Marc Westenburg, mwestenburg@case.org
Institutionally Related Foundations PUBLIC INDEPENDENT STATUS RAISE &/OR MANAGE PRIVATE SUPPORT
Key Characteristics of top Fundraising Community Colleges • Sue Kubik, former ED, Northampton Communtiy college Foundation • Voluntary Support of Education (VSE) Survey • Multiple Year winners
Blue Ridge Community College, VA • Clark College, WA • Community College of Allegheny County, PA • Eastern Iowa Community College, IA • Greenville Technical College, SC • Kirkwood Community College, IA • Lake Michigan College, MI • Monroe Community College, NY • Northampton Community College, PA • Northern Wyoming, WY • Northwestern Michigan College, MI • Patrick Henry Community College, • Santa Barbara City College, CA • Santa Rosa Junior College, CA • SUNY Broome Community College, NY • SUNY Westchester, NY • Tyler Junior College, TX • Valencia Foundation, FL • Wor-Wic, MD
Clark College Vancouver, WA Lake Michigan College Benton Harbor, MI SUNY Broome CC Binghamton, NY Northern Wyoming CC District Sheridan, WY Gillette, WY Eastern Iowa CC Davenport, IA Northwestern Michigan College Traverse City, MI Kirkwood CC Cedar Rapids, IA CC of Allegheny County Pittsburgh, PA Monroe CC Rochester, NY SUNY Westchester CC Valhalla, NY Northampton CC Bethlehem, PA Wor-Wic CC Salisbury, MD Blue Ridge CC Weyers Cave, VA Santa Rosa Junior College Santa Rosa, CA Greenville Technical College West Greenville, SC Santa Barbara City College Santa Barbara, CA Tyler Jr. College Tyler, TX Valencia College Orlando, FL
Blue Ridge Community College Foundation, VA • Clark College Foundation, WA • Community College of Allegheny County, PA • Kirkwood Community College Foundation, IA • Monroe Community College Foundation, NY • Northampton Community College Foundation, PA • Santa Barbara City College Foundation, CA • SUNY Westchester Community College Foundation, NY • Valencia College Foundation, FL
Clark College Vancouver, WA SUNY Westchester CC Valhalla, NY Kirkwood CC Cedar Rapids, IA CC of Allegheny County Pittsburgh, PA Monroe CC Rochester, NY Northampton CC Bethlehem, PA Blue Ridge CC Weyers Cave, VA Santa Barbara City College Santa Barbara, CA Valencia College Orlando, FL
SUNY WESTCHESTER Valhalla, NY
SUNY Westchester 2015 VSE Survey Results AMOUNTS IN THOUSANDS UNLESS @
SUNY Westchester 2015 VSE Survey Results AMOUNTS IN THOUSANDS UNLESS @
2015 VSE SURVEY DEMOGRAPHICS
COMPARISON 2015 CASE VSE SURVEY
2015 VSE SURVEY Student ENROLLMENT
2015 VSE SURVEY ENDOWMENT
2015 VSE SURVEY – BY SUPPORT TOTAL SUPPORT
2015 VSE SURVEY – BY SUPPORT ALUMNI SUPPORT
2015 VSE SURVEY – BY SUPPORT OTHER INDIVIDUALS SUPPORT
2015 VSE SURVEY – BY SUPPORT FOUNDATION SUPPORT
2015 VSE SURVEY – BY SUPPORT CORPORATE SUPPORT
2015 VSE SURVEY - BY SUPPORT TOTAL SUPPORT BY CONSTAT
2015 VSE SURVEY 2015 SUPPORT BY CONSTAT
2015 VSE SURVEY - ALUMNI Alumni RECORDS/SOLICITED
2015 VSE SURVEY - ALUMNI ALUMNI DONORS
COMPARISON FY16 IRF DATA BOOK SURVEY
FUNDRAISING Campaigns in past two decades
CAMPAIGNS LARGEST PRIVATE GIFT
CAMPAIGNS Single Campus vs. Multiple Campus • Blue Ridge • Clark • Kirkwood • Santa Barbara • Westchester • Allegheny • Monroe • Northampton • Valencia
CAMPAIGNS CAMPAIGN STATUS • Monroe • Santa Barbara • Blue Ridge • Northampton • Westchester • Allegheny • Clark • Kirkwood • Valencia
ENDOWMENT LONG TERM INVESTMENT RATES
ENDOWMENT SPENDING SPENDING RATE
ENDOWMENT SPENDING SPENDING POLICY RATE • Santa Barbara • Blue Ridge • Clark • Allegheny • Kirkwood • Monroe • Valencia • Westchester • Northampton
ENDOWMENT SPENDING CALCULATE SPENDING RATE • Valencia • Westchester • Blue Ridge • Clark • Allegheny • Kirkwood • Santa Barbara • Monroe • Northampton
GIFT FEES NON-ENDOWED GIFT FEES • Clark (5%) • Monroe (4.5%) • Santa Barbara (10%) • Westchester (5%) • Allegheny • Blue Ridge • Kirkwood • Northampton • Valencia
GIFT FEES ENDOWED GIFT FEES • Clark (5%) • Monroe (2%) • Northampton (.05%) • Santa Barbara (5%) • Westchester (5%) • Allegheny • Blue Ridge • Kirkwood • Valencia
ENDOWMENT SPENDING MANAGEMENT FEE ON ENDOWMENT FUNDS Not Applicable to Allegheny, Kirkwood, Westchester
STAFFING Chief staff officer serve as vice president or vice chancellor • Kirkwood • Northampton • Valencia • Westchester • Allegheny • Blue Ridge • Clark • Monroe • Santa Barbara
STAFFING Chief staff officer MEMBER OF president or chancellor CABINET • Allegheny • Blue Ridge • Clark • Kirkwood • Monroe • Northampton • Valencia • Westchester • Santa Barbara
STAFFING Foundation Chief staff Reports to? • Clark • Santa Barbara • Blue Ridge • Kirkwood • Monroe • Valencia • Westchester • Allegheny • Northampton
STAFFING OVERSEE ALUMNI RELATIONS • Allegheny • Clark • Kirkwood • Monroe • Northampton • Santa Barbara • Valencia • Westchester • Blue Ridge