MONROE COMMUNITY COLLEGE FOUNDATION PERIOD ACTIVITY REPORT SUMMARY JANUARY 2004 – APRIL 2004 ACCOMPLISHMENTS FOR PERIOD ALUMNI Secured three significant pledges in support of the campaign. Launched the 2004 Alumni Hall of Fame nomination process. Secured 89 new gifts from 58 graduating students and 31 parents as part of the Commencement Dedication Program; $1,275 raised supports the Annual Fund. Hosted 19 alumni volunteers at Welcome Day; assisted hundreds of students. 2003-2004 ANNUAL FUND Board participation 62%. BOARD GOVERNANCE Met to identify candidates for 2004-2007 term. CAPITAL CAMPAIGN Total gifts and pledges as of April 30, 2004 = $8,673,261. Bausch & Lomb Lobby dedication held April 27th, immediately following their 150th Annual Shareholder’s Meeting also held at MCC. Jim Ward read tribute plaque which he and President Flynn presented to Bausch & Lomb CEO Ronald Zarrella. Former Bausch & Lomb scholarship recipient Christopher House spoke during the ceremony. Warshof Conference Center dedicated April 29th, with over 100 donors, friends and community leaders present. Len Redon, President Flynn and Brenda Babitz all paid tribute to Rich Warshof during the program, noting that this is the first campus facility to be named after an MCC Alumnus. President Flynn and Vice President Glocker announced the successful partnership with public and private healthcare providers to expand MCC’s Radiologic Technology program. Commitments of $598,000 have been secured to support this project scheduled to begin in the fall of 2004. Selected Telecomp as direct marketing vendor for final phase of campaign. Lead letters and calling to begin early May and continue through September 1. Presidential Scholarship for Academic Excellence proposals developed and submitted to the Adler Foundation, the Bridegestone/Firestone Foundation, the Paul S. Dosberg Foundation and the Marie C. & Joseph C. Wilson Foundation. Jim Ward and Arnold Klinsky secured nearly $50,000 in new gifts from the business community. DONOR RELATIONS Conducted Donors’ Scholarship Reception with over 150 in attendance. Additional student thank-you letters to donors. FINANCE/INVESTMENT/AUDIT COMMITTEES Approved second quarter financial statements ending February 29, 2004. Completed financial statements for the seven months ending March 31, 2004. Transferred monies in investment accounts to achieve target asset allocation. Investment Committee met and agreed on use of index funds. Completed Contributed Services (Annual Giving) budget for college. Made January scholarship transfer. Monroe Community College Foundation Activity Report Summary January 2004 – April 2004 MCC ANNUAL GRANTS COMMITTEE Met on February 13 and awarded the following grants: - $2,000 Student Art Display Cases Valerie Avalone & Kathleen Farrell, Planning and VaPA - $3,513 Technology for “Mathematics for Elementary Teachers” Mark McKinzie, Mathematics - $4,000 DCC Interior Design – Rochester Parent Network Jim Coffey, VaPA PLANNED GIVING Delivered the third issue of Ideas. Activated the MCC Foundation Planned Giving Committee; welcomed new member Beverly Fox Schantz Jeff Cleary designed a benchmarking study to measure the effectiveness of the Planned Giving Committee efforts. Tim Reichgott and Howard Konar led efforts to recruit significant financial advisors to serve a separate advisory committee to provide logistical support, secure seminar speakers and assist in cultivating other advisors. PUBLIC RELATIONS Invitations to SUNY Chancellor events in Washington, D.C. and Florida developed and mailed. Gold Star Gala “save the date” card and invitations mailed. Scholarship Open brochure developed. Spring issue of Foundations produced and mailed. Spring issue of Ideas planned giving newsletter developed. Nomination of Wayne Gilman for the ESL Jefferson Award submitted. Profile of John Thompson featured in SUNY Case Statement press release for the $3 billion challenge “Sixty-Four Campuses – One Vision” campaign on March 16. Invitations and program developed for Scholarship Reception. Cover letter for Alexander Street Reunion (Sept. 2004) mailed; announcement and call for volunteers via MCC Daily Tribune, Channel 4 and general press release. Thiem Nursing Scholarships press release distributed. Media successes: - President Flynn interviewed on WXXI’s 1370 Connection regarding “Fighting for College Funding”; online article also produced on the WXXI Web site (Jan. 23). - MCC included in coverage of SUNY campaign in “SUNY schools set to up the ante” featured in the Democrat and Chronicle (March 17). - Thiem Nursing Scholarships covered in Democrat and Chronicle (Jan. 17); Daily Record (Jan. 23), Perinton-Fairport Post (Jan. 29) and Gates-Chili Post (Feb. 3). - “Speaking Out” essay by President Flynn on “Private funds will reinforce mission of public colleges” published in March 23 issue of the Democrat and Chronicle, shortly after Chancellor King’s announcement. - MCC Foundation annual report won the “Best of Category in the photography category of the annual SUNY Council for University Affairs and Development (SUNY/CUAD) Awards for Excellence competition. The program honors the best advancement work in SUNY. - Democrat and Chronicle article, “B&L gave Zarrella $1.6 million bonus” (March 26) mentions the company’s annual shareholders meeting would be held at MCC. - John Thompson profile included in March 23 issue of SUNY News as part of “Chancellor King announces $3 Billion 64 Campus Fund Raising Challenge.” - “20th Annual MCC Foundation Scholarship Open” included in the Rochester Business Journal golf tournament listing (April 9). - “Gala dinner, auction to benefit MCC students” appeared in the Democrat and Chronicle (April 21). Page 2 Monroe Community College Foundation Activity Report Summary January 2004 – April 2004 - “B&L annual meeting highlights survey” article which includes coverage of the lobby dedication covered in the online version of the Rochester Business Journal (April 27). - “Demand growing for B&L lenses” article included coverage of the dedication in the Democrat and Chronicle (April 28). Internal communications: - Essay in support of “Foundation Fridays from President Flynn submitted to the Monroe Doctrine; effort also promoted via MCC Daily Tribune (faculty and student versions) and digital signage network throughout Flynn Center. - Essay regarding the important role of alumni in the college from President Flynn submitted to the Monroe Doctrine. SCHOLARSHIPS New scholarships: - Joseph Richardson Memorial Scholarship - Kevin Crerand Memorial Scholarship - Thiem Foundation Scholarship for Nursing - Dennis Pellitier Memorial Scholarship Production of 2004 Scholarship Booklet in conjunction with the Admissions Office. SPECIAL EVENTS Gold Star Gala – May 15, 2004 Diana Lauria and John Lovenheim – Gala co-chairs. Honorary Chair: David H. Klein, Chief Executive Officer, Excellus BlueCross BlueShield Underwriting support to date: $19,500 DiMarco $5,000 Excellus BlueCross BlueShield 5,000 Campus Center Design Team 2,500 The Cabot Group 1,000 Christa Construction 1,000 Konar Properties 1,000 LeChase Companies 1,000 Morgan Stanley 1,000 The Pike Company 1,000 Sungard SCT, Inc. 1,000 Under the direction of Kimberley Canfield and Dr. Susan Salvador, 67 auction items have been donated by faculty, staff and MCCF Board Members. Secured Howie Jacobson, one of the driving forces of “Horses on Parade”, as the event auctioneer. Committee Members: Kimberly Canfield, Susan Salvador, Valarie Avalone, Rosanna Condello, Elaine Michael, Trina Marquez, Matthew Fox, Joyce Medwin, Sherry Parks. Scholarship Open – July 19, 2004 Dennis Bassett – Chair Committee Members: Peter Buckley, Donna Gillespie, Don Hilliard, Don Jeffries, Holly LeSchander, John Kraus, Jim Smith Underwriting Support to date: $29,000 Toyota Motor Sales, USA renewed their support and will once again provide $15,000 underwriting and PGA Tour Pro Greg Twiggs. Toyota Motor Sales, USA Inc. $15,000 Bausch & Lomb, Inc 5,000 The Pike Company 5,000 M&T Bank 3,000 Burns Personnel 1,000 Page 3 Monroe Community College Foundation Activity Report Summary January 2004 – April 2004 15th Annual Salute to Excellence Bausch & Lomb to receive the 2004 Salute to Excellence award. To be held on December 9, 2004, with Washington satirist Mark Russell OBJECTIVES APRIL 2004 – MAY 2004 ALUMNI Secure two new campaign pledges from members of the first graduating class. Establish a reunion planning committee and a founding faculty tribute committee of twenty-five members. Announce the plans for a fall weekend to be a reunion of the faculty, staff, administrators and students from the first MCC campus on Alexander Street. Welcome and provide 2,400 new alumni with alumni benefits, ribbons in advance of the grad challenge solicitation seeking their Annual Fund support. ANNUAL FUND Continue direct mail and telemarketing phases of Annual Fund 2003-2004. Concentrate on fulfillment of all pledges. Work with Board to realize 100% participation. BOARD GOVERNANCE Continue process to bring new 2004-2005 directors on board. CAPITAL CAMPAIGN Begin direct marketing efforts on schedule mid-May. Receive a minimum of $50,000 to create Presidential Scholarship for Academic Excellence. Close on 11 pending proposals to business campaign prospects to yield a minimum of $100,000. Complete a minimum of 12 new solicitations in the business sector. DONOR RELATIONS Dedication of the Sam Stabins display case in the Flynn Center on June 17. FINANCE Endowment Module training in Banner. Complete second and third quarter Investment Performance Reports. Complete cash flow allocation with VP of Budgeting. Complete 2005 Foundation Budget. Work with CORE Group on benchmark survey. PLANNED GIVING Establish an advisor committee; host an initial event. Define and implement a benchmarking study to aid in measuring success. PUBLIC RELATIONS Distribute press releases announcing recent dedications (e.g., Bausch & Lomb Lobby, Warshof Conference Center, Radiologic Technology collective, etc.). Release regarding Business Methods gift to Building on Success. Page 4 Monroe Community College Foundation Activity Report Summary January 2004 – April 2004 Communications supporting Alexander Street Reunion and Alumni Hall of Fame nomination process. Press release regarding online bidding of Gold Star Gala auction items (May 15 event). Development of the summer/alumni issue of Foundations. Production of the summer issue of Ideas, the planned giving newsletter. Donor Wall guide and associated mailings produced. Development of alumni-specific Annual Fund appeal package. Development of new Annual Fund scholarship brochure. Execute communications plan for Scholarship Open (July 19 event). SPECIAL EVENTS Gold Star Gala Hold Successful event May 15. 20th Annual Scholarship Open Renew all sponsorships. Solicit underwriting prospects. Finalize all golf preparations with Irondequoit Country Club. 15th Annual Salute to Excellence Establish Honorary Tribute Committee. Secure Keynote speaker. Page 5