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ADVANCEMENT REPORT For Budget & Resource Committee November 6, 2014

Detailed report on finalized 2013-14 advancements and future strategies for utilizing reserves, deployment of resources, and evaluating effectiveness. Key financial figures, campaign progress, and allocation insights shared.

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ADVANCEMENT REPORT For Budget & Resource Committee November 6, 2014

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  1. ADVANCEMENT REPORT For Budget & Resource Committee November 6, 2014 Roxanne Johnson, VP for Advancement & President, Brockport Foundation Mike Andriatch, AVP for Leadership & Planned Giving

  2. 1. Finalized 2013-14 Report: How did year end? • Comprehensive Campaign was at $21,848,457 as of June 30! • Gifts, pledges and bequests of $5,126,632 in FY 2013-14 • 7,573 total gifts (including pledges and bequests) • 4.44% alumni participation rate ($566 average gift) • 32% F/S giving rate • $677 average overall gift

  3. Campaign Progress as of October 27, 2014

  4. 1b/c: Division financial reserves/rollover (last 3 years) • 2012-13 $339,605 * # • 2013-14 $87,323 • 2014-15 $81,307 * Includes institutional investment in Campaign that started in 2010-11 # Campaign kickoff year: On- and off-campus launch events, Campaign video, website, additional travel, case statements

  5. 2.a.i: Intended use of Advancement Rollover/Reserve Funds • Continued Campaign expenses; approx. $30,000 (celebrate on April 24) • New planned giving provider (Crescendo; more effective, but slightly more expensive because of additional marketing) • Additional attendance at Benefactors & Scholars Dinner (increase of more than 100 in attendance) • Split of Homecoming & Alumni Reunion (now two weekends) • Campus Guard (PCI compliance; unfunded mandate)

  6. 2.a.ii: Anticipated/potential use of Advancement Rollover/Reserves • Investment in technology: • iModules and website upgrades: approx. $25,000 • On-line communications (Kaleidoscope, e-news); could be net savings of $50,000+ • Data recovery and research (cells, e-mails, social media): approx. $20,000 • Leadership/Major giving tracking product: approx: $60,000

  7. 2.a.iii: Historical rollover balances(2010-11 through 2013-14) • 2010-11 $617,096 * • 2011-12 $510,289 • 2012-13 $339,605 # • 2013-14 $87,323 • 2014-15 $81,307 * Includes institutional investment in Campaign # Campaign kickoff year: On- and off-campus launch events, Campaign video, website, additional travel, case statements

  8. 2.b: Reallocation/Deployment of Advancement Resources for Strategic Priorities • Keep Development Writer (critical communication need) • Need more support assistance (growing base of alumni/donors, more outreach and engagement anticipated) • Scholarship Office changes (already in place); more consistent communication with departments and donors • Move printed docs to on-line (exploring cost savings) • One less Foundation Board meeting off-site (post-Campaign) • Combined Foundation/Alumni Association Board meeting

  9. 2.c: Criteria to Evaluate Effectiveness of Advancement Reallocations • Dollars raised in support of specific areas • Attendance/follow-up communication from events • Website page views, quantity of stories posted • Gift officer contacts, visits, proposals submitted • Scholarship applications and awards • Do more events equate to more dollars in the door? • If we communicate more often, do we have more people at our events/functions?

  10. 2.d: Criteria for Advancement Strategic Savings • Giving officer retention tied to performance (successful solicitations) • Annual fund outreach (calls, mail, social media, etc.) against dollars delivered • Dollars in the door vs. expenses incurred per project/event • Cost of printed publications/notices/invitations vs. on-line version of the same • Planned gift marketing responses tied to cost to distribute • Size of gift following alumni/stewardship events

  11. Thank you!Questions?

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