ADVANCEMENT REPORT

For Budget & Resource Committee

November 6, 2014Roxanne Johnson, VP for Advancement & President, Brockport Foundation

Mike Andriatch, AVP for Leadership & Planned Giving

1. Finalized 2013-14 Report: How did year end?

• Comprehensive Campaign was at $21,848,457 as of June 30! • Gifts, pledges and bequests of $5,126,632 in FY 2013-14• 7,573 total gifts (including pledges and bequests)• 4.44% alumni participation rate ($566 average gift)• 32% F/S giving rate• $677 average overall gift

Campaign Progress as of October 27, 2014

Constituency Bequests Pledges Gifts Total

Alumni $5,665,274 $1,153,266 $3,093,451 $9,911,990

Emeriti/Retirees $3,865,000 $86,572 $845,364 $4,796,936

Faculty/Staff $441,001 $118,036 $428,719 $987,756

Parents 150 $147,196 $147,346

Students $284,742 $284,742

Friends $289,836 $231,560 $450,108 $971,505

Foundations $89,000 $628,746 $717,746

Corporations $53,750 $2,139,254 $2,193,004

Other $2,727,700 $2,727,700

Totals $10,261,111 $1,732,334 $10,745,279 $22,738,724

1b/c: Division financial reserves/rollover (last 3 years)

• 2012-13 $339,605 * #• 2013-14 $87,323• 2014-15 $81,307* Includes institutional investment in Campaign that started in 2010-11# Campaign kickoff year: On- and off-campus launch events, Campaign video, website, additional

travel, case statements

2.a.i: Intended use of Advancement Rollover/Reserve Funds

• Continued Campaign expenses; approx. $30,000 (celebrate on April 24)

• New planned giving provider (Crescendo; more effective, but slightly more expensive because of additional marketing)

• Additional attendance at Benefactors & Scholars Dinner (increase of more than 100 in attendance)

• Split of Homecoming & Alumni Reunion (now two weekends)• Campus Guard (PCI compliance; unfunded mandate)

2.a.ii: Anticipated/potential use of Advancement Rollover/Reserves

• Investment in technology: – iModules and website upgrades: approx. $25,000 – On-line communications (Kaleidoscope, e-news); could be net

savings of $50,000+– Data recovery and research (cells, e-mails, social media):

approx. $20,000– Leadership/Major giving tracking product: approx: $60,000

2.a.iii: Historical rollover balances(2010-11 through 2013-14)

• 2010-11 $617,096 *• 2011-12 $510,289• 2012-13 $339,605 #• 2013-14 $87,323• 2014-15 $81,307* Includes institutional investment in Campaign # Campaign kickoff year: On- and off-campus launch events, Campaign video, website, additional travel,

case statements

2.b: Reallocation/Deployment of Advancement Resources for Strategic Priorities

• Keep Development Writer (critical communication need)• Need more support assistance (growing base of alumni/donors, more

outreach and engagement anticipated)• Scholarship Office changes (already in place); more consistent

communication with departments and donors• Move printed docs to on-line (exploring cost savings)• One less Foundation Board meeting off-site (post-Campaign)• Combined Foundation/Alumni Association Board meeting

2.c: Criteria to Evaluate Effectiveness of Advancement Reallocations

• Dollars raised in support of specific areas• Attendance/follow-up communication from events• Website page views, quantity of stories posted• Gift officer contacts, visits, proposals submitted• Scholarship applications and awards • Do more events equate to more dollars in the door?• If we communicate more often, do we have more people at our

events/functions?

2.d: Criteria for Advancement Strategic Savings

• Giving officer retention tied to performance (successful solicitations)• Annual fund outreach (calls, mail, social media, etc.) against dollars

delivered• Dollars in the door vs. expenses incurred per project/event• Cost of printed publications/notices/invitations vs. on-line version of the

same• Planned gift marketing responses tied to cost to distribute• Size of gift following alumni/stewardship events

Thank you!

Questions?