Advancement and Public Services
Annual Report to the Public
FY 2008
Exceptional
Performance
Advancement and Public Services
• There is no status quo in University Advancement.
The web of alumni and donor relationships is a fluid and
dynamic network of relationships discovered, cultivated,
and perfected.
Divisional Goal
• Engage and mobilize alums and friend to advance the
mission of Western Illinois University
Action Areas
•
•
•
•
•
•
Alumni
Development
Foundation
Marketing
Scholarships
University Relations
Advancement and Public Services
In the last year, we have tried to weave a rich and
diversified tapestry of relationships
• Integrated the academic and advancement functions
• Broadened our alumni programs to reflect the diversity of
interest our alums have
• Expanded the reach of all campaign communications
•Solicited campaign gifts
Annual Gifts Goal
Double gift income by 2012
From $4.5M to $9M
$10,000,000
$9,000,000
$8,000,000
$7,000,000
$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$FY 06
FY 07
FY 08
FY 09
FY 10
FY 11
Projection
FY 12
Growth of Endowment
$34,000,000
$32,000,000
$30,000,000
$28,000,000
$26,000,000
$24,000,000
$22,000,000
$20,000,000
$18,000,000
$16,000,000
$14,000,000
$12,000,000
$10,000,000
$8,000,000
$6,000,000
$4,000,000
$2,000,000
$0
FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY FY
80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 00 01 02 03 04 05 06 07 08
Endowment Goal
Double endowment by 2012
From $24M to $50M
$50,000,000
$45,000,000
$40,000,000
$35,000,000
$30,000,000
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
$0
FY 06
FY 07
FY 08
FY09
FY 10
FY 11
Projection
FY 12
Margin of Excellence:
Annual Instate Tuition and Fees
$8,000
$7,411
$7,000
$6,899
$6,000
$6,183
$5,402
$5,000
$4,846
$4,000
$4,207
$3,972
$3,000
$2,000
$1,000
$FY 01
FY 02
FY 03
FY 04
FY 05
FY 06
FY 07
Tuition Increases to Cover Increasing
Cost and Decreasing State Support
120
Cost
State Support
Tuition/Fees
100
80
60
40
20
0
2001
2003
2005
Numbers reflected in millions
2007
Fund the Margin of Need
Fund the Margin of Opportunity
Fund the Margin of Excellence
ACCOMPLISHMENTS
Relating to the University Strategic Plan for FY08
Strategic Plan Goal
Secure contribution income in support of strategic
plan initiatives.
Accomplishments
• Raised gifts and
pledges of $7.7M
• Annual Fund $1.67M
Exceptional Generosity
• Alums and friends responded
• President
• Development Staff
Strategic Plan Goal
Implement the comprehensive campaign.
Accomplishments
• 11,377 Donors
• Over 1,100 major donor prospects assigned
• Over 1,800 major donor contacts
Campaign Progress to date
8,000,000
6,000,000
4,000,000
2,000,000
FY06
FY07
FY08
Accomplishments
Accomplishments: Recent Gifts
Outright gifts
• Jim Wehrly Agricultural Finance Scholarship Fund
• Beatrice Wehrly Study Abroad Scholarship Fund
Recent Gifts of Land
• Rodney & Bertha Fink
Environmental Studies Field
Laboratory & Conservancy
• WIU’s newest home for
environmental field research
and hands-on teaching.
• 77 acres donated by
Dr. Rodney & Mrs. Bertha Fink;
October 2007.
• Land is held in three USDA
conservancy agreements.
Rodney & Bertha Fink Environmental
Studies Field Laboratory & Conservancy
Key features
1. Proximity to campus.
•
Located only 3 miles from
WIU’s main campus.
2. Unrestricted water access.
•
Almost ½ mile of East LaMoine
River frontage.
3. Complements & expands
existing field capabilities.
•
•
Ira & Bertha T. Post Wildlife
Sanctuary.
Alice L. Kibbe Life Science
Station.
Recent IRA Rollover Gifts
• LaVern and Nola McEntire
Dietetics Scholarship
• Anonymous $1.5M Bequest
• Charles Boe
• Laura Janus - $1.2M Bequest
McEntires
Recent Gifts
Outright gifts and pledges
• Al and Andrea Boyer
• Jack Brannigan
• Charles and Linda Carey
• Sam and Marianne Oliva
• Dan Webb
Accomplishments
•
•
•
•
President’s National Advisory Council met twice
WIU-Quad Cities Leadership Team met twice
Unit Advancement Councils met
Hosted two Campaign Planning Breakfasts
Strategic Plan Goal
Target fundraising efforts for scholarships
for first year students.
Accomplishments
• 108 students benefited from
new scholarships.
• YTD $6,841 in internal grants
awarded to needy students.
• Awarded 10 recipients of the
Trustee Scholarship
Program; total cost of the
program with 20 recipients
was $249,415.
Strategic Plan Goal
Enhance communication between the
University and its alumni.
Accomplishments
• Improved Western News
• Expanded services of the online alumni directory
• InCircle online social network RockeNetwork
–
–
–
–
Enlisted 2,409 alumni users
Posted more than 60 blogs
Formed more than 80 micro-communities
http://incircle.wiu.edu
Strategic Plan Goal
Expand the phonathon and direct giving programs.
Accomplishments
• Annual giving increase from $1.4M
to $1.67M
• 4,300 new donors
• Saved money using cell phones
(approx. $8,000)
Strategic Plan Goal
Provide programs and services that link alumni to
each other, the Alumni Association, and the
University.
Accomplishments
• Development of an Alumni Association Strategic
Plan completed with buy-in from each unit and
alumni council; 1st draft available in May.
• Mission, vision, SWOT and goal/objective setting
are accomplished; 12 overlaying goals.
• Immediate objectives are : developing an Alumni
Mentoring Program, an Alumni Student
Recruitment Program, and an Alumni Career
Services program.
Accomplishments
• Collaborated with Career Services
to provide a career network for
alumni that facilitated job
opportunities and placement
• Planned alumni events
independently and collaborated on
events with admissions, colleges
and athletics
• Expanded alumni awards to include
younger alumni
They had 300 there!
Strategic Plan Goal
Establish, promote, and communicate a strong
brand for Western Illinois University through a
comprehensive marketing strategy.
Accomplishments
• Created quality marketing materials for both
campuses
• Supported ongoing professional development
opportunities and new marketing initiatives for
both campuses
• Linked marketing efforts to design and published
the University’s case for support
• Integrated new media into marketing
• Continue strong QC and Chicago marketing
campaign
Strategic Plan Goal
Continue to request more
scholarship dollars.
Accomplishments
• $135,500 from campus offices
• Presidential Scholarship Appeal
– Over $130,000 was raised
• Total number of scholarships 3,388
• Total dollars in scholarships and
loans $2,806,000 ytd
DIVISIONAL ACCOMPLISHMENTS
FOR FY 2008
And how they support the strategic plan
Alumni Programs
Amy Spelman, Director
Alumni Programs
• Hosted various alumni events
• Developed an Alumni Association Strategic
Plan
• Increased breadth and depth of programs
• Integrated alumni programs with academic
units
Alumni Programs
• Continued to expand alumni
network through use of new
technology and media i.e.,
Western News and Online
Social Network
• $60,000 will be raised in annual fund
• Nearly 2,000 alumni attended the
pre-game tailgate at Homecoming
• Nearly 300 attended the Chicago Art
Institute reception
Foundation and Development
Photo to come
Brad Bainter
Director of Planned
and Major Gifts
Meredith Berg
Director of Prospect
Research & Management
Foundation and Development
Becky Morrow
Director of Campaign
Support Services
Julie Murphy
Director of Communication
and Donor Stewardship
Foundation and Development
Marilyn Pruitt
Director of Special Events
and Promotion
Gordy Taylor
Director of Special Projects
Foundation and Development
• Assets grew to over $30M
• Campaign total is $20,084,981 (33.47% of
$60M campaign goal)
• Annual campaign gift and pledge total is
over $7.7M (118% of $6.5M goal)
• Annual fund total is over $1.6M
• Annual major donor banquet will host
nearly 360
Foundation and Development
Scholarship Activities
Janice Owens, Director
Scholarship Activities
• More than 800 attended 2 scholarship
banquets
• 103 students benefited from new
scholarships
• Short-Term Loan Program
• Assisted over 3,215 students with two staff
members.
• Awarded the OASIS Non-Traditional
Friendly Small organization Award
University Marketing
Kristin Dunstan, Director
University Marketing
• Quad Cities summer enrollment increased
by 20.52% and spring enrollment
increased by 6.37%
• University website registered over
1 million hits in January
• Over 500 people joined WIU Facebook
page in first 2 weeks
• Positive feedback from Chicago outdoor
marketing (taxi tops, bus tails, billboards)
• Ten college and unit cases for support in
production in University Relations
University Marketing
Number of Completed WIU Applications
12800
12600
12400
12200
12000
11800
11600
11400
11200
Acadmic Year 2005‐2006
Academic Year 2006‐2007
Academic Year 2007‐2008
University Relations/
Visual Production Center
Darcie Shinberger, Director
University Relations
• Between 28-59 Western stories have been
picked up each week in newspapers, trade
magazines, and internet stories, according to
Meltwater News (since Fall 2007)
• University relations news-site has been visited
20,038 times.
• Produced 719 press releases.
• Designed 38 publications
• Visual Production Center
has completed 1,884 jobs.
University Relations
Implemented University Relations Crisis
Communication Plan in response to the
March 26 campus threat.
PLANS FY09
Advancement and Public Services
Alumni
•Finalize Alumni Association Strategic Plan
•Engage Alumni Council more directly in
redefining their role in implementing the
strategic plan
•Partner with Career Services, provide a
career network for alumni that facilitates job
opportunities and placement
Alumni
• Mobilize a national network of alumni to
identify and recruit students
•Increase young alumni participation
• Increase on-campus participation of alumni
• Create greater financial support
Alumni
•Create a mentoring program
• Increase participation in the Student Alumni
Association
• Expand benefits/services to alumni
• Improve events
Alumni/Donor Engagement
• Increase RockeNetwork
to 3,500
• Increase microcommunities to 90
• Implement an online
giving initiative
coordinating all web-based
outreach functions.
Development and Foundation
• Secure $7.5M in gifts and pledges
• Secure $1.75 in annual fund
• Identify and cultivate major donor prospects
sufficient to meet goals
• Continue implementing comprehensive
campaign
Development and Foundation
• Partner with University Relations to
revitalize campaign communication
and reach out to alumni Invigorate
foundation events
• Implement series of campaign
reports that measure donor
engagement, track giving, and
motivate officers
•Implement risk assessment
• Establish audit committee of
Foundation
Development and Foundation
• Continuously upgrade database
•Automate scholarship processing
• Produce individual case brochures
• Develop stewardship plan for each unit
• Implement continuous professional development
for development officers
Chicago Advancement Plan (CAP)
• Aim: implement a coordinated program for advancement
in Chicago area
• Facts:
– Over 30,000 alums live in Chicago
– Thousands of public/private school
graduates yearly
– Third largest city for corporations/foundations
in the country
Chicago Advancement Plan (CAP)
• Coordinate Efforts
–
–
–
–
–
Student Recruitment
University Communications
Marketing
Alumni Relations
Development/Fundraising
Scholarship Office
• Create program of financial advising for students
(collaborative with other units)
• Complete audit of all scholarship files
• Complete scholarship history/criteria database
Scholarship Office
• Obtain $135,000 in unrestricted
scholarship funding
• Publicize scholarship opportunities
• Identify and measure relationship of
financial need to performance and
identify solutions (collaborative with
other units)
Marketing
Quad Cities
• Increase awareness of Western as the public
institution of choice for excellence and
affordability through key messaging and largescale advertising strategies
• Increase visibility of transfer cost guarantee
• Increase collaboration with the QC campus in
the creation and distribution of quality marketing
• Maintain strong student-focused advertising
while exploring advertising select alumni
Marketing
Quad Cities
• Outdoor (bus wraps, billboards, airport,
cinema slides)
• TV (ABC/WQAD College Tour, select
OnMedia/MediaCom cable stations)
• Radio (KUUL, Mix, WLLR)
• Print (QC Times, Dispatch/Argus, Business
Journal, view book)
• Web (redesigned website)
Marketing
Marketing
Macomb
• Continue to highlight Western's national
rankings, academic excellence, affordability
and students
• Promote new transfer cost guarantee
• Increase visibility in Chicago market
• Increase visibility in Peoria area
• Explore advertising campaign highlighting
alumni in select markets
Marketing
Macomb
• Expand current institutional branding/awareness
building campaign (Chicago, Peoria, Bloomington)
• New transfer student cost guarantee promoted in
Chicago (print) and QC (print, radio, direct mail,
community college partnerships)
• Increase Chicago outdoor/print campaign through
continued partnership with Admissions/VP of
Student Services (CTA buses, taxi tops, billboards,
Cubs/Bears/Bulls souvenir programs)
• Partner with alumni and university relations to
increase WIU's visibility in Chicago including alumni
promotion campaign
• Explore airport and billboard ads in Peoria and
Bloomington
University Relations/
Visual Production Center
Support campaign initiatives
• Enhance Western’s reputation and recognition as a top
comprehensive university
• National recognition for programs, student, faculty and
initiatives through venues such as Newswise posting
service, ProfNet experts database and feature stories
University Relations/
Visual Production Center
• Work with marketing and technology staff to
explore options in new media
• Enhance publication program
• Continue to build outstanding relationships with
media sources
• VPC and UR will continue to provide outstanding
customer service
• Enhance VPC online photo database
Giving Reports
Total Gift Income for FY 2008 YTD
Total Number of Donors
13,469
Total Gift Commitments
$7,752,560 Face Value
Statement of Net Assets
February 29, 2008
(Unaudited Data)
ASSETS
Current Assets
Fair Value
$
3,661,056
Non Current Assets
32,124,000
TOTAL ASSETS
35,785,056
LIABILITIES
Current Liabilities
258,608
Noncurrent Liabilities
197,374
TOTAL LIABILITIES
455,982
TOTAL NET ASSETS
$
35,329,075
Budget Request
Campaign Database/Travel/Entertainment
$118,515
Marketing
422,300
Scholarship Enhancement Program
500,000
Western News
97,000
Online Social Network
10,000
Technology
16,000
Furniture
30,000
Staff
Total Request
151,040
$1,344,855
Western Illinois University
Learn More, Pay Less
Commence a Dream
We plan for WIU a great legacy of
achievement in our time…
…whose benefits to our generation and
generations to come will echo through the
years…
For more information on
the Division of Advancement and Public
Services
Contact Vice President
Dan L. Hendricks
309-298-1808
DL-Hendricks@wiu.edu