Save the completed report using Committee title and date ( example: WASFAA_JRSMLI_Feb_10.doc ).
Submit your report via email to the WASFAA Executive Council listserv and post a copy to the Committee
webpage on the WASFAA website.
YEAR-END WASFAA Committee Report 2009/2010
Executive Council Meeting Date
Mar 18-19, 2010
Executive Council Meeting Location
Coeur d’Alene, ID
Committee Information
Committee Name
Fund Development Committee
Chair(s) (Name, Place of Employment, State)
Colleen MacDonald
EdFund, CA
Committee Members (Name, Place of
Jean Russell, ASA, AZ
Employment, State) Please put an asterisk next to
first-time volunteers.
Committee Goals
Strategic Plan Goals that are being met (check all that apply)
Goal 1: Leader in providing training and professional development
Goal 2: Consolidate and communicate the public policy positions of aid
administrators
Goal 3: Collaborate and coordinate with other organizations and associations
Goal 4: Maintain and enhance the diversity of our membership and Executive
Council
Goal 5: Increase the participation of members in WASFAA activities
Goal 6: Maintain the long-term financial stability of WASFAA
Goal 7: Continually improve methods & processes for communicating with
member’s
Goal 8: Assess & monitor the performance of WASFAA & make strategic
adjustments
1. Explore grant opportunities for fund raising.
Specific Committee Goals (include progress
2. Expand the solicitation of new potential exhibitors,
toward goals and measurement of success)
venders, advertisers, etc than in previous years while
continuing to maintain contact with existing
organizations.
3. Consider the possibility of Business Solution Sessions
at the 2010 WASFAA Conference.
4. Provide relevant and timely communications to
encourage maximum participation.
5. Update the Partner Information and online
submission on the WASFAA website in a timely
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YEAR-END WASFAA Committee Report 2009/2010
6.
manner.
Raise $50,000 for WASFAA in 2010.
Summary of Activities

Current 2010 Partnership Options Management Statistics:
Total number of organizations linked to at least one item: 16
1 Choice 2
 TG - Texas Guarantee
6 Choice I
 Discover
 EdFund
 National Student Loan Program (NSLP)
 Northwest Education Loan Association (NELA)
 Sallie Mae
 USA Funds
4 Exhibit Booth Space
 American Student Assistance (ASA)
 American Student Financial Group, Inc (ASFG) ^
 CampusLogic, Inc. ^
 Discover
 EdFund
 Educational Credit Management Corporation (ECMC)
 ELM Resources
 Great Lakes Higher Education
 National Endowment for Financial Education (NEFE) ^
 National Student Loan Program (NSLP)
 Nelnet
 Northwest Education Loan Association (NELA)
 Sallie Mae
 TG - Texas Guarantee
 US Bank
 USA Funds
 WASFAA
^ New Vendor/Partner
2 Conference Mailing List
 CampusLogic, Inc.
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YEAR-END WASFAA Committee Report 2009/2010

 National Endowment for Financial Education (NEFE)
Total Funds Raised/Anticipated = $36,150 (which is 72% of the goal)
o
Since goal is based on fiscal/calendar year, there is still hope for us to raise the
entire amount
Budget Information
Approved Budget
$3,500
Budget Expenditures to Date
1.
2.
3.
0
TOTAL = $0
We may not have much in the way of drayage costs because the
Coeur d’Alene Resort is willing to absorb these costs because the
exhibitors will be so minimal. This is most likely a one-time
reduction in expenditures.
Event Information (complete if applicable per location)
Event Name
Location
Date
Number
Cost of
Registration
Subtotal
Attendees
Complimentary Registrations (if applicable
– i.e., scholarship recipients)
Add more rows as needed for additional events.
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YEAR-END WASFAA Committee Report 2009/2010
Suggestions for Future Committee
1.
2.
3.
4.
5.
6.
Explore pricing at other Fin Aid Associations and industry events.
Explore grant making foundation websites.
Explore higher education related websites for additional vendors related to retention, consulting, financial literacy,
default prevention.
Work with Hotel to determine if drayage/ freight receiver is necessary. If not, vendors are happy and WASFAA pays
less.
Continue to explore “Conference Business Solutions sessions.” Work earlier to explore. Number of attendees is a huge
factor with why interested parties did not end up doing this.
Have a survey of vendors post conference in order to understand what types of sponsorship/partnerships they are
interested in.
Calendar of Events/Timelines
Committee Member
Responsible (if
Description
11/09
Colleen
Create a draft of vendors/partners options and approve with
WASFAA Fiscal Planning and EC
11/09
Colleen
Give final draft to Electronic Services Committee
1/25/10
Colleen
Email potential vendors/partners about options
Ongoing
Colleen
Periodically send emails encouraging partnerships
2/10/10
Colleen
Email potential advertisers about Spring Newsletter
3/1/10
Colleen
Send all Spring Advertisements to WASFAA Newsletter Editor
3/8/10
Colleen
Send complete content for Conference Program
3/10/10
Colleen
3/19/2010
Colleen
4/1/2010
Colleen
4/17/2010
5/1/10
5/15/10
Colleen
Colleen
Colleen
6/15/10
Colleen
Send all advertisements and summarize ads for Newsletter
Chair
8/16/10
Colleen
Email potential advertisers about Autumn Newsletter
9/16/10
Colleen
Send all advertisements and summarize ads for Newsletter
Chair
Date
applicable)
Send Exhibitors information on drayage, encourage to register
for the conference and become members, etc.
Complete exhibit space locations and send diagram to
vendors.
Send reminder to vendors and provide cell phone number in
case of concerns.
Arrive early for set-up and be available for any issues in
vendor area during 1-5 pm set-up time.
Solicit for additional partners for the Summer Institute
Email potential advertisers about Summer Newsletter
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YEAR-END WASFAA Committee Report 2009/2010
11/1/10
Colleen
Email potential advertisers about Winter Newsletter
12/15/10
Colleen
Send all advertisements and summarize ads for Newsletter
Chair
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