University Advancement
Board of Trustees Orientation
Dr. Kyle Marrero
Impact on UWF
SCHOLARSHIPS
•
•
Over $1 million in scholarship support to 924 students
in FY12. (1,037 scholarships awarded)
Departmental/Colleges, First Generation
Scholarships, Need Based Scholarships,
Merit Based and Pensacola Pledge Scholars
FACILITIES
• SSE Building, College of Business, Athletic
Facilities, Archaeology Institute, BEST House,
and Japan House
PROGRAMMATIC SUPPORT
•
Especially for programs of regional need
(e.g. education, engineering, hospitality, and nursing)
Relationship of UWF
Foundation and the University
• UWF has three Direct Support Organizations (DSOs):
-
UWF Foundation, Inc., West Florida Historic Preservation, Inc.
and UWF Business Enterprises, Inc.
• UWF is organized into five Divisions:
- Academic Affairs, Administrative Services, President’s Division,
Student Affairs and University Advancement
• Division of University Advancement includes 34 staff members:
- Advancement Services
- Alumni Relations
- Development
- Shared support staff
- UWF Foundation
- Marketing & Creative Services,
Public Relations
Major Areas of Development
• Annual fund
• Major gifts
• Planned gifts
• Prospect research
• Stewardship
• Donor recognition
• Communications
UWF Foundation, Inc.
• To encourage, solicit, receive, and administer
gifts and bequests of property and funds for
scientific, educational and charitable purposes,
all for the advancement of The University of West
Florida and its objectives to promote and support
education.
Sheri Pope
Executive Director
UWF Foundation, Inc.
• To provide private funds for use in the furtherance
of the education and welfare of The University of
West Florida and its faculty and students.
• To do and perform any acts and expend its funds
in any manner which the Board of Trustees shall
determine will be beneficial to education and the
University.
Jeffrey Djerlek
Director
UWF Foundation, Inc.
Total Gifts to UWF Foundation
(Including In-Kind)
$6.96
7
$ 5.98
6
Millions ($)
5
4
3
$2.68
$3.23
$2.83
$3.1
$2.29
$2.04
2
1
0
2005
2006
2007
2008
Gifts
2009
In-Kind
2010
2011
2012
UWF Foundation Investment Pool
(Endowed & Non-Endowed Invested Assets)
70
NOTE: As reported to CASE (NACUBO)
$60.4
60
$50.2
Millions ($)
50
$53.4
$61
$61
$60
$55
$48.6
$51.1
$44
40
30
20
10
0
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Annual Fund
• Focuses on smaller, annual gifts
(< $10,000 at UWF)
• Promotes habit of giving; forms
foundation for major gifts program
• Tools: direct mail, phone solicitations,
some personal visits
• First time in UWF HISTORY: 53%
Faculty/Staff Participation in Annual
Giving FY 12!
• All Boards 100% participation
Kenda Hembrough
Annual Fund Manager
Annual Fund
(Gifts of < $10,000)
$1,331,735
1,400,000
$1,224,133
$1,141,168
$1,165,226
1,200,000
$1,233,679
$1,155,251
$967,728
$966,132
Dollars ($)
1,000,000
800,000
600,000
400,000
200,000
0
2005
2006
2007
2008
2009
2010
2011
2012
Nautilus Society Membership
(Gifts of $1,000 or more within fiscal year)
350
313
300
264
248
232
# of Members
250
187
181
187
211
200
150
100
50
0
2005
2006
2007
2008
2009
2010
2011
2012
Major Gifts
• Focuses on major, institutional-changing gifts
($10,000 and greater at UWF)
• Based on long-term relationship building
• Tools: prospect research, engagement, personal
visits (President, Deans, Board Members, etc.)
Dr. Kyle Marrero
Vice President
University Advancement
Martha Lee Blodgett
Assistant Vice President
Advancement
Gretchen VanValkenburg
Executive Director
Development & Alumni
Engagement
Aaron West
Associate Director
Development
Brett Berg
Assistant Director
Athletics Development
Matching Gifts Opportunities
• The State of Florida Major Gifts Program matches endowment
gifts of $100,000 or more:
Gift
$100,000-$599,999
State of Florida Match
50%
All Programs Currently Suspended !
$600,000- $1,000,000
70%
$1,000,001- $1,500,000
75%
$1,500,001- $2,000,000
80%
$2,000,001 and above
100%
• The Alex P. Courtelis Program matches gifts made for approved,
priority university facilities on a dollar for dollar basis.
Planned Gifts
TOOLS
COMMON PLANNED GIVING VEHICLES
• Charitable/ planned giving
• Bequests
newsletters
• Charitable gift annuities (CGA)
• Working with advisors
• Life insurance
• Donor recognition
• Charitable remainder and charitable
• Personal visits
lead trusts (CRT and CLT)
• 60 Heritage Club Members:
• $19.5 Million
Stewardship/Donor Recognition
STEWARDSHIP
DONOR RECOGNITION
• On-going communication with
• Nautilus Society
past donors
• Heritage Club
• Annual donor dinner
• Cumulative Giving Societies
• Student thank you notes
• Campaign leadership gift
• Scholarship & Loyalty luncheons
recognition
th
50
Anniversary
Campaign
“It’s Time!”
The Capital (Comprehensive)
Campaign
• An institutional effort to raise a specific amount of
money for a specific purpose in a defined period of time.
• Currently in the feasibility phase – testing the
dollar amount
Campaign Strategic Directions
Scholarships
Faculty
Enhancement/
Development &
Support
Academic
Program
Enhancements/
Student
Success
Athletics
How are we doing so far?
• Gifts, Pledges, Planned Gifts:
$10,325,003
Next Steps
July - November
• Continue prospect briefings
• Hold first committee meeting
• Send out “Pave the Way” letters
• Begin scheduling interviews
• Conduct interviews
• Analyze results
• Write report
• Committee meeting
• Review report
• Make recommendations to university
Alumni Relations
Missy Grace
Director
Alumni Relations
Alesia Ross
Coordinator
Alumni Services & Programs
Cynthia Austad
Coordinator
Alumni Relations
Alumni Relations
• 67,000 Alumni
• Representing all 50 states and over 50 countries
• 35,000 in NW FL / 27,000 in three counties
• 8 Established Chapters with Annual Events
• Pensacola, Emerald Coast. Tallahassee, Jacksonville,
Orlando, Tampa, Atlanta, and Washington D.C.
• Affinity Programs: PenAir Federal Credit Union & GEICO
• Alumni Grant Program
• $105,000+ awarded to faculty, staff and students
• Annual Alumni Awards Program
• Annual Alumni Golf Tournament - supports scholarships
• Two Student Organizations
• Student Ambassadors
• Student Alumni Association (SAA)
Branding Awareness & PR
• Media Relations
• External / Internal Communications
• Emergency Notification
Sabrina McLaughlin
Executive Director
Marketing & Creative Services, PR
Megan Prawdzik
Director
Public Relations
How Can You Help?
Tracy Miller
Public Relations
Assistant
How Can You Help?
Board Goal and Giving Expectation:
• 100% participation at a level that is meaningful and
appropriate to each member with a minimum goal of
Nautilus Society Member ($1000 or greater) during the
fiscal year.
Why Give?
• Gifts to the University of West Florida are critical to the success of
our students, our community and beyond.
• With ever-decreasing state support, private contributions help
make up the funding gap and assist the university in delivering
high quality programs for our students as they strive for and attain
excellence in order to address the needs of our region, our state
and beyond.
• Your gifts may also inspire others to give.
• When applying for grants or corporate gifts, the percentage of
board participation is often a routine question in the application or
gift process.
• Participation makes a difference both internally and externally.
Annual Giving
Gifts that are typically made on an annual basis
during the current fiscal year – July 1 to June 30.
• UWF considers gifts to be annual if they are
less than $10,000.
• Most annual gifts are made from the donor’s income.
• The Nautilus Society is UWF’s annual giving club that
recognizes those who make an annual gift of $1000 or greater.
• Donors may pledge an annual gift amount for the fiscal year
and make payments throughout the year (monthly, quarterly, etc.)
• The annual giving program is most often the catalyst that brings
alumni and friends to the level of major giving and/or gift planning.
Major Giving &
Endowment Gifts
• UWF considers major gifts to be those that are
greater than $10,000.
• Donors typically make a pledge commitment for a major gift
and then make routine payments on the pledge over a
designated period of time (usually 3 to 5 years).
• Donors may create named endowments for a gift of $20,000
or more (may be paid over a period of up to five years).
• Most major gifts are made from the donor’s assets.
• Board members and donors who have committed to a
major gift and are routinely making payments on their
pledges are considered to be current and participating
donors during the current fiscal year.
The Greater Good
How Philanthropy Drives the American
Economy and Can Save Capitalism – Claire Gaudiani
Most people think that Americans are generous because we are
rich. The truth is that we are rich, in significant part, because we are
generous.
In annual basis, yearly, not-for-profit organizations spend
approximately $700 billion in cash. Representing about 8 percent of
the US economy.
Generosity is not a luxury in this country. It is a cultural
norm, a defining characteristic of our successful economy
and our reasonably successful society.