ADVANCEMENT AND PUBLIC SERVICES
ANNUAL REPORT TO THE PUBLIC
FY 2007
GROWTH OF THE WIU ENDOWMENT
FY 1980 – FY 2006
Effects of September 11
Deere
$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
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
Gift and Pledge Income
FY 1980 – FY 2006
Testamentary Gift
Effects of September 11
Deere
$7,000,000
$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$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
WIU Annual Tuition and Fees
(Applicable to In-State Undergraduate Students)
Reflecting a 74% increase from 2001-2006
$8,000
$6,899
$7,000
$6,183
$6,000
$5,402
$4,846
$5,000
$4,000
$3,972
$4,207
$3,000
$2,000
$1,000
$FY 01
FY 02
FY 03
FY 04
FY 05
FY 06
The Gap
• Rising cost of education
• Decline in state assistance
• A gap or margin has appeared
Affordability Gap
• Rising costs put a strain on students and parents
• Philanthropic gifts provide cost relief
• These contributed dollars are a margin of
excellence
Philanthropic Dollars
• The margin of excellence
• A margin of need for students and parents
• A door of opportunity
– Opened
– Closed
• Depending upon dollars raised
ACCOMPLISHMENTS & PRODUCTIVITY
Relating to the University Strategic Plan for FY 2007
Strategic Plan Goal
Secure contribution income in support of strategic
plan initiatives.
ACCOMPLISHMENTS
• YTD $5.047M
• 11,377 Donors
• Largest gift in WIU History
– $20M trust
• First Donor Advised Fund
– $400,000
Strategic Plan Goal
Design a new comprehensive campaign.
ACCOMPLISHMENTS
• Completed campaign plan and feasibility study
• Constituted Communications Task Force
• Hired 5 Development Officers
• President’s Asia Trip
ACCOMPLISHMENTS
• Upgraded Donor Database
• College/Unit Advancement Councils
• Campaign Planning Breakfasts
• Established Prospect Protocol Committee
ACCOMPLISHMENTS
• Completed 1,300 donor contacts
• Established President’s National Advisory Council
• Established WIU-Quad Cities Leadership Team
• Corporate/Foundation Training Event
Strategic Plan Goal
Target fundraising efforts for scholarships for first
year students.
ACCOMPLISHMENTS
• 154 students benefited from new scholarships
• YTD $9,440 in internal grants awarded to needy
students
• Published new scholarship booklet
Strategic Plan Goal
Enhance communication between the University and
its alumni.
ACCOMPLISHMENTS
• Redesigned Western News
• Expanded services of the online alumni directory
• InCircle online social network
– A way to meet and stay in touch with friends…
– http://incircle.wiu.edu
Strategic Plan Goal
Expand the phonathon and direct giving programs.
ACCOMPLISHMENTS
• Annual giving increase from $1.3M to $1.8M
• Online giving increase from $176,000 to $350,000
• 3,335 new donors
Strategic Plan Goal
Provide programs and services that link alumni to
each other, the Alumni Association, and the
University.
ACCOMPLISHMENTS
• National Advancement Plan
– Alumni as messengers
– As mentors
– As investors
• Utilized alumni in networking and recruiting new
students
• Added more events to 06-07 calendar
Strategic Plan Goal
Develop a coordinated plan to link international
alumni to campus.
ACCOMPLISHMENTS
• President’s Asia trip
• Alumni events in Osaka, Japan; Seoul, Korea; and
Taipei, Taiwan
Seoul, Korea
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
• Linked marketing efforts to design and publish the
University’s case for support
Strategic Plan Goal
More scholarship dollars.
ACCOMPLISHMENTS
• $50,000 new monies received from the President
• Presidential Scholarship Appeal
– 1,400+ donors contributed over $100,000
– $10,000 for New Student scholarships for FY08
– $90,000 for New Student scholarships distributed by
Academic Units for FY08
Strategic Plan Goal
Implement new website presentation, support capital
campaign communications initiatives, and enhance
WIU recognition as a top comprehensive university in
the nation.
“The whole world, as we experience it visually, comes to us through the mystic realm of
color.” - Hans Hoffman
ACCOMPLISHMENTS
• Launched new University website
• Published first capital campaign publication
– Question/Answer brochure for both campuses
• Promoted Western’s ranking
DIVISIONAL ACCOMPLISHMENTS FOR FY 2007
In Support of the Strategic Plan
Alumni Programs
Amy Spelman, Director
Alumni Programs
• Hosted various Alumni events
• Launched new Alumni website
• Alumni Council members serving on unit Advisory
Boards
• More than 1,000 alumni attended the pregame tailgate at homecoming
Foundation and Development
Brad Bainter
Director, Planned & Major Gifts
Marilyn Pruitt
Director, Special Events and Promotions
Foundation and Development
Ullysses Tucker, Jr.
Director, Annual Giving
Julie Murphy
Director, Foundation Communications & Donor Stewardship
Foundation and Development
• Constituted Advancement Councils
• Created President’s Scholarship Fund
• Designed and implemented new database design
• Created President’s National Advisory Council
Foundation and Development
• Created Quad Cities Leadership Team
• Hired Development Officers for academic units
• Received Cecil McDonough Trust – over $500,000
• State Farm gift - $50,000
• A. Gilbert Belles Donor Advised Fund
– $400,000 (first of its kind)
Foundation and Development
• 100,000 Phonathon calls
• Presidential Entertainment initiative reached
hundreds of alumni and friends
• President’s Press Box and Gallery of Seats
• Giving Profile
– Over 11,500 gifts to date
– $ 5,047,074 in gift income
– Made over 1,300 major donor contacts
Scholarship Activities
Janice Owens, Director
Scholarship Activities
• 800 attended 2 scholarship banquets
• 154 additional students benefited from new
scholarship funds obtained for FY07
• Short-Term Loan Program
• First 10 recipients of the Trustee Scholarship
ƒ $109,827
• $2,371,495 in 3,305 disbursements
University Marketing
Kristin Dunstan, Director
Marketing
• New website launch
• Promotional materials for both campuses
• Chicago outdoor branding blitz
• Distribution of professional development and
marketing grants throughout the University
• University Marketing contributed to enrollment
growth
Special Assistant to the President
Visited major donors across the
nation for comprehensive campaign
Hosted over 25 Across the Miles
television programs
Spoke at Discover Western events
for Office of Admissions
Secured several gifts
Dr. Gordon A. Taylor
University Relations
Dr. John C. Maguire, Assistant Vice President
University Relations
• Visual Production Center relocated to Tillman Hall
• Working relationship with all local and regional
media
• Distributed more than 1,000 news items
• Designed campaign materials
• Other high end communications pieces
MEASURES OF PRODUCTIVITY
Advancement and Public Services
Alumni Programs
• Several thousand alumni attended multiple events
• A more comprehensive program implemented
• Web’s Social Network established
Alumni Programs
• Globalized the family of WIU Alumni
• Strengthened alumni program to graduating
seniors
• $60,000+ in WIN contributions
Foundation and Development
• WIU Foundation assets exceed $26M
– FY 07 income is $5.047M YTD (4.3% increase)
• $301,878 YTD in online giving
• 3,335 new donors generated over $118,000
• Implemented new prospect management system
• 18th consecutive audit with no findings
University Marketing
• Continued increase in output
• Played important part in successful enrollment
growth
– Increase of 9% in fall and 10% in Spring for WIU-QC
• Increased University’s peer ranking
• Integrated marketing principles with campaign
communications
Scholarship Activities
• New scholarship programs started
– Trustee Scholarship Fund
– President’s Scholarship Fund
• Enhanced communication with prospective
scholarship students
• Student Loan Program = lessened financial
burden
• High quality stewardship of scholarship donors
University Relations
• High level of quality and quantity publications
• WIU recognition in regional, state, and national
publications
• New website launch
• Facility enhancement improved productivity
MEASURES OF PRODUCTIVITY
Civil Service Employee of the Month Award Recipients
CIVIL SERVICE EMPLOYEE OF THE MONTH AWARD RECIPIENT
Advancement and Public Services
Clarene Royer
May 2005
CIVIL SERVICE EMPLOYEE OF THE MONTH AWARD RECIPIENT
Advancement and Public Services
Janet Gabbert
June 2005
CIVIL SERVICE EMPLOYEE OF THE MONTH AWARD RECIPIENT
Advancement and Public Services
Lisa Krieg
November 2005
CIVIL SERVICE EMPLOYEE OF THE MONTH AWARD RECIPIENT
Advancement and Public Services
Connie Scarbrough
April 2006
CIVIL SERVICE EMPLOYEE OF THE MONTH AWARD RECIPIENT
Advancement and Public Services
Abby Walker
July 2006
Also Civil Service Employee of the Year Award Recipient
MAJOR OBJECTIVES
AND
PRODUCTIVITY MEASURES FOR FY 2008
Relating to the University Strategic Plan
OBJECTIVE
Expand alumni initiatives.
Alumni Initiatives
• Alumni networking --- online social network,
homecoming, alumni events, etc.
• Alumni help recruit students
• Enhance international alumni programming
Alumni Initiatives
• Develop a brochure outlining all of the benefits
and services provided to the campus community
• Broaden program choices and experiment with
new approaches
• Implement alumni/student mentoring programs
• Strengthen the cultivation of seniors as future
WIU alumni
OBJECTIVE
Support the implementation of the capital campaign.
Campaign Implementation
• Launch quiet phase on July 1, 2007
• 1,600 donor calls in 2008
• Raise $6.5M in gifts and pledges
• Increase corporate & foundation grants
• Launch the Quad Cities campaign for WIU
Campaign Implementation
• Design and publish case materials
• Hold high-level briefings with advancement
councils
• Continue President’s Scholarship Fund
• Increase annual fund from $1.8M to
2.1M (16% growth)
Campaign Implementation
• Implement the “Tipping Point” major donor
program
• Steward Presidential Scholarship donors
OBJECTIVE
Promote better academic performance and offer
more recognition and rewards to academically
talented and civic-conscious students.
OBJECTIVE
Create early intervention for chronic financial
problems such as encumbrances and other financial
difficulties.
Early Intervention
• Initiate a program to offer financial advising to
students
• Help students learn to establish financial priorities,
limitations, and obligations
• Provide information about internal and external
sources of financial assistance
OBJECTIVE
Increase awareness of Western Illinois University.
Deepened Awareness
• Radio and TV advertising
• Viewbook update and facelift
• Case materials in progress with WIU brand look
• New and improved website
• Vigorous monitoring of logos and word marks
OBJECTIVE
Increase visibility of WIU-QC through strategic
advertising initiatives and partnerships.
Advertising Initiatives & Partnerships
• 18 Billboards
• 1 illuminated airport sign plus three slides on 20+
screens at Showcase Cinema in Davenport, IA
• TV ads on KWQC-NBC and WQAD-ABC
• Print ads in key QC publications
• Viewbooks, flyers, and postcards
OBJECTIVE
Increase support of capital campaign communications.
Campaign Communications
• The first campaign publication, Set the Standard,
was published
• Publications for college units
• Other campaign materials
• Campaign video
• Campaign website
OBJECTIVE
Enhance Western Illinois University’s recognition as
a top comprehensive university in the nation.
Enhance University Recognition
• Publish institutional promotional materials and
participation in national initiatives
• Document efforts to obtain institutional recognition
as a leader among master’s comprehensive
universities
OBJECTIVE
Review the use of online social networks.
Online Social Networks
• Electronic media forums are a potential source of
targeted communications on behalf of the
University’s strategic plan agenda and core values
• WIU’s new online social network now reaches
over 1,700 alumni
• Micro-communities like the job network meet the
needs of alumni for career opportunities
• The network reaches the elusive 20somethings
Budget Requests
Total Amount Requested
$1,135,662
Budget Requests: (Top Priority)
• Campaign Support $100,000
• Marketing $315,000
• Scholarship Aid $500,000
Other Budget Needs
• Development Consultative Services $45,000
• Personnel $88,562
• Web Content Management $80,000
Giving Reports
Total Gift Income for FY 2007 YTD
Total Number of Donors
11,377
Total Gift Commitments
$5,047,074 Face Value
The 18% Solution
Year
Alumni
Donors
Goal
Alumni on Participation
Rate
Record
Alumni
Donors
YTD
Percentage
Toward
Goal
2005
9,418
95,541
9.9%
9,418
100%
2006
10,709
98,522
10.9%
9,217
86.06%
2007
12,061
101,503
11.9%
7,367
63.32%
2013
21,439
119,389
18.0%
--
--
Gift Income for FY 2007 YTD
Party
Number of
Donors
Total Gift
Commitment
Alumni
7,637
$3,846,065
Employees
464
$229,732
Friends
2,607
$421,058
Parents
72
$10,052
Corporations &
Businesses
486
$383,630
Foundations
25
$50,245
Other Organizations &
Fund Raising
81
$88,452
Religious
Organizations
4
$17,81
Total
11,377
$5,047,074
Number of Donors
13,156
12,956
12,903
11,377
10,825
FY 03
FY 04
FY 05
FY 06
FY 07 YTD
Total Gift Commitments
$6,279,223
$5,903,569
$5,047,074
$4,233,787
FY 02
$4,376,950
$4,109,876
FY 03
FY 04
FY 05
FY 06
FY 07 YTD
Net Assets
Western Illinois University Foundation
February 28, 2007
Assets
Fair Value
Current Assets
$2,866,934
Non Current Assets
$23,569,935
Total Assets
$26,436,869
Liabilities
Current Liabilities
$533,193
Non Current Liabilities
$1,225,596
Total Liabilities
$1,758,790
Net Assets
$24,678,079
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…
ADVANCEMENT AND PUBLIC SERVICES
Thank you … Questions?