LEAD THE WAY THE CAMPAIGN FOR WESTERN CAROLINA UNIVERSITY DEVELOPMENT AND ALUMNI AFFAIRS DIRECTORY LYNN AMMONS Director of Advancement Research and Reporting ammons@wcu.edu 828-227-2558 Responsible for prospect research, Banner prospect management, Banner security pertaining to the advancement (alumni) module, and Banner database management pertaining to the advancement module. Supervisory role for the data integrity and reporting technician positions. Contact regarding: • Access to advancement reports (development/alumni staff; deans/administrative staff approved by deans) • Banner self-service for advancement officers training/navigation (development/alumni staff; deans/administrative staff approved by deans) • Banner production advancement training/navigation • Prospect management (development/alumni staff) • Prospect research (development/alumni staff) HERB BAILEY, CFRE Director of Gift Planning herbbailey@wcu.edu 828-227-3049 Responsible for philanthropic advising to prospects and donors who wish to explore the most cost-effective ways to structure personalized and meaningful philanthropic plans for shared benefits to both donors and their charitable interests. Gift planning arrangements include, but are not limited to: cash*, publicly-traded securities*, closely-held stock, bequests via wills, trusts, or IRD assets (tax-deferred plans, securities, CDs or money-market accounts), life insurance, charitable gift annuities, charitable remainder trusts, charitable lead trusts, bargain/sales, personal property (collectibles including jewelry, art, coins, planes, boats and automobiles), intellectual property (copyrights and trademarks), real property including fractional interests (farms, homes, businesses, or vacation properties), and retained life estates. Documented planned gifts are recognized through WCU’s Madison Legacy Society. *Simple/outright gifts of cash and publicly-traded securities are processed via annual giving. Contact regarding: • Gift planning, vehicles and opportunities • Transfer of assets • Gift planning documentation GORHAM BRADLEY Associate Athletic Director for Development Director, Catamount Club bradley@wcu.edu 828-227-3047 Responsible for the strategic development, execution, and management of WCU athletic fundraising initiatives (the Catamount Club), in coordination with the WCU Foundation, including major gifts (capital projects and endowed scholarships) as well as the annual scholarship fund and restricted sport donations to support WCU student-athletes. Also serves as a member of senior staff for the director of athletics. Contact regarding: • Major gifts to support athletics • Annual donations to support athletics • Athletic fundraising special events • Reserved parking for donors on home football games • Donor hospitality for football and basketball games • Athletic Hall of Fame CLAIRE BURNS Director of Annual Giving cjburns@wcu.edu 828-227-2868 Responsible for the strategic execution and management of a comprehensive annual giving program, including a coordinated matrix of communication and solicitation strategies involving email, direct mail, and phonathon, all focused on shaping a sustainable tradition of annual support. The Loyalty Fund represents the giving opportunity for alumni, friends, parents, faculty and staff to make unrestricted annual gifts to WCU. Additional opportunities to designate annual gifts include the Catamount Club for athletics and also WCU colleges and schools. Contact regarding: • Soliciting alumni • Loyalty Fund • Fall Loyalty Fund Phonathon • Spring College Phonathon • Online giving link/button for departments or programs • Technical difficulties regarding giving online • Payroll deductions • Senior Toast JOYCE CARPENTER Executive Assistant jacarpenter@wcu.edu 828-227-3054 Responsible for managing the day-to-day operations of the Office of Development and Alumni Affairs. Providing administrative and clerical support for the Vice Chancellor of Development and Alumni Engagement, including maintaining vice chancellor’s calendar, scheduling internal and external appointments. Coordinate special events and serve as the secretary for the WCU Foundation board and WCU Board of Visitors. Responsible for maintaining the membership accounts of CASE and AGB. Process purchase orders via CataMart system. Additional responsibilities involve supporting various campaign initiatives and assisting campaign consultant. Administers the detail work of the State Employees Combined Campaign. Schedule staff meetings with the provost and development and alumni staff. Records daily mail log. Process acknowledgement letters for development directors. Contact regarding: • Scheduling meeting and conferences with development staff • WCU Foundation Board • WCU Board of Visitors • General office inquires NATALIE CLARK Director of Donor Relations nclark@wcu.edu 828-227-3090 Responsible for establishing and managing acknowledgement, recognition, ongoing communications, and continued stewardship/cultivation processes with past and current major donors to sustain and enhance their relationships with the university in order to increase the likelihood of continued contributions and to position higher level solicitations and charitable responses. Additional responsibilities involve supporting various campaign initiatives. Contact regarding: • Donor recognition/stewardship • Donor inquiries regarding endowed funds • WCU Foundation annual reports • WCU Madison Legacy Society • Chancellor’s VIP email communications MARTY RAMSEY ’85 Director, WCU Alumni Affairs 828-227-7335 mramsey@wcu.edu Responsible for developing and implementing a comprehensive program of activities designed to inform and engage alumni towards strengthened lifelong relationships with WCU and to increase responsiveness to appeals for charitable support. Contact regarding: •Homecoming • Alumni reunions • College-based alumni events • Geographic or degree/major-based alumni clubs • Alumni mentorship opportunities • Alumni internship opportunities • Alumni speaking opportunities • Requests for alumni records/data • Alumni Association board of directors • Alumni information/news releases for WCU magazine • Alumni class notes JAMIE RAYNOR Director of Development jtraynor@wcu.edu 828-227-3052 Responsible for identifying, cultivating, soliciting, and stewarding major and planned gifts for the fulfillment of WCU priorities aligned with support of students, faculty/staff, programs, and facilities. Responsible for working with specified deans as indicated below to assist with volunteer board management, engagement of key faculty, and solicitation of private support for approved philanthropic priorities for these specific academic units. Contact regarding: College of Education and Allied Professions major and planned gift support Kimmel School major and planned gift support Honors College major and planned gift support GINA STEINBICKER Accountant gmsteinbicker@wcu.edu 828-227-3050 Responsible for accounting; budgeting; financial management and reporting; serving as staff support for the WCU Foundation; managing day-to-day business operations of the Office of Development and Alumni Affairs; and serving as the principal contact for internal and external constituent inquiries regarding business and financial matters of the Office of Development and Alumni Affairs. Contact regarding: • Transfers from 93xxxx funds to 2xxxxx funds (email requests stating funds and amounts) • Questions related to gifts, expenditures and other financial transactions associated with 9xxxxx funds • Check requests/CataMart purchases involving 9xxxxx funds MEG WHITE Senior Director of Development mawhite@wcu.edu 828-227-3343 Responsible for identifying, cultivating, soliciting, and stewarding major and planned gifts for the fulfillment of WCU priorities aligned with support of students, faculty/staff, programs, and facilities. Responsible for working with specified deans as indicated below to assist with volunteer board management, engagement of key faculty, and solicitation of private support for approved philanthropic priorities for these specific academic units. Contact regarding: • College of Arts and Sciences major and planned gift support • College of Fine and Performing Arts major and planned gift support • Special development projects • Corporate and foundation relations Leadtheway.wcu.edu February 5, 2016