University Advancement

UWF BOARD OF TRUSTEES ORIENTATIONAugust 29, 2011

SCHOLARSHIPS• Over $1 million in scholarship support to 962

students in FY11. (1,069 scholarships awarded)

• ARGO Scholars, First Generation Scholarships, and Need Based Scholarships

FACILITIES• Archaeology Institute, Japan House• In progress: College of Business and Athletic Facilities

PROGRAMMATIC SUPPORT• Especially for programs of regional need (e.g. education, engineering, hospitality, and nursing)

Impact on UWF

Relationship of UWF Foundationand the University

• UWF has two Direct Support Organizations (DSOs):- UWF Foundation and West Florida Historic Preservation, Inc.

• UWF is organized into four Divisions:- Academic Affairs, Student Affairs, Administrative Services, University Advancement

• Division of University Advancement includes 30 staff members:- Advancement Services - Marketing and Creative Services- Alumni Relations - UWF Foundation - Development - Shared support staff

Major Areas of Development

• Annual fund

• Major gifts

• Planned gifts

• Prospect research

• Stewardship

• Donor recognition

• Communications

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2004 2005 2006 2007 2008 2009 2010 20110

1

2

3

4

5

6

7

$1.93 $2.04 $2.29

$6.96

$5.98

$2.67

$3.13

Gifts In-Kind

Mill

ions

($)

$ 2.81

Total Gifts to UWF Foundation (Including In-Kind)

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2002 2003 2004 2005 2006 2007 2008 2009 2010 20110

10

20

30

40

50

60

70

$46.0 $44.0

$50.2$53.4 $55.0

$60.4 $61.0

$48.6$51.1

$61.0

Mill

ions

($)

NOTE: As reported on the VSE

UWF Foundation Endowment

Kenda Hembrough, Annual Fund Manager

Annual Fund

• Focuses on smaller, annual gifts (< $10,000 at UWF)

• Promotes habit of giving; forms foundation for major gifts program

• Tools: direct mail, phone solicitations, some personal visits

• First time in UWF HISTORY: 51% Faculty/Staff Participation in Annual Giving FY 11!

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Annual Fund(Gifts of < $10,000)

2005 2006 2007 2008 2009 2010 20110

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

$966,132$967,728

$1,331,735 $1,224,133$1,165,226 $1,155,251 $1,141,168

Dolla

rs ($

)

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Nautilus Society Membership(Gifts of $1,000 or more within fiscal year)

2004 2005 2006 2007 2008 2009 2010 20110

50

100

150

200

250

300

350

157187 187

313

248

181

211232

# of

Mem

bers

Dr. Kyle MarreroVice President

University Advancement

Major Gifts

• Focuses on major, institutional-changing gifts ($10,000 and greater at UWF)

• Based on long-term relationship building

• Tools: prospect research, engagement, personal visits (President, Deans, Board Members, etc.)

Martha Lee BlodgettDirector

Development

Gretchen VanValkenburgAssociate Director

Development

Aaron West (new)Associate Director

Development

Brett BergAssistant Director

Athletics Development

• The State of Florida Major Gifts Program matches endowment gifts of $100,000 or more:

• The Alex P. Courtelis Program matches gifts made for approved, priority university facilities on a dollar for dollar basis.

Gift State of Florida Match

$100,000-$599,999 50%

$600,000- $1,000,000 70%

$1,000,001- $1,500,000 75%

$1,500,001- $2,000,000 80%

$2,000,001 and above 100%

Matching Gifts Opportunities

All Programs Currently Suspended !

X

Planned Gifts

TOOLS

• Charitable/ planned giving newsletters

• Working with advisors

• Donor recognition

• Personal visits

COMMON PLANNED GIVING VEHICLES

• Bequests

• Charitable gift annuities (CGA)

• Life insurance

• Charitable remainder and charitable lead trusts (CRT and CLT)

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Heritage Society Membership

2004 2005 2006 2007 2008 2009 2010 20110

10

20

30

40

50

60

70

41 4347

54

61 62 6467

# of

Mem

bers

Estimate of planned gift commitments: $15.5 million

Stewardship/Donor Recognition

STEWARDSHIP

• On-going communication with past donors

• Annual donor dinner

• Student thank you notes

• Scholarship luncheon

DONOR RECOGNITION

• Nautilus Society

• Heritage Club

• Cumulative Giving Societies

• Campaign leadership gift recognition

Campaign Final ReportContains Campaign Closing information, December 31, 2010

The Capital (Comprehensive) Campaign

• An institutional effort to raise a specific

amount of money for a specific purpose in a

defined period of time.

CAMPAIGN PRIORITIES

Campaign Priorities & Timeline

CAMPAIGN TIMELINE

Beginning of Quiet PhaseKickoff

Public PhaseEnd of Campaign

Celebration

JUL 2004 SEPT 2007 DEC 2010

GIFTS BY CAMPAIGN PRIORITY: July 1, 2004 –December 31, 2010Campaign Total: $39,275,411* $3M College of Business Campaign gifts NOT included** Includes designations to all campaign priorities

Campaign Final Report

GIFTS BY GIFT TYPE: July 1, 2004 – December 31, 2010Campaign Total: $39,275,411

Campaign Final Report

GIFTS BY CONSTITUENT TYPE: July 1, 2004 – December 31, 2010Campaign Total: $39,275,411

Campaign Final Report

MAJOR CAMPAIGN SUPPORT AND OVERALL IMPACT• 54 – Gift commitments of $100,000 or greater

• 6 – Gift commitments of $1 million or greater

• 46 – New endowment funds in UWF Foundation

• $8 million in anticipated state matching funds

• 17,329 total donors

Campaign Final Report

Current Priority Projects

• Science and Engineering (STEM)

• Athletics

• Allied Health – Nursing

• College of Business

• Scholarships: - ARGO Scholars

- Need Based- First Generation

• Looking to the Future – 50th Anniversary!

Executive Director: Sabrina McLaughlin

Research, Strategic Planning, Budgeting & Client Relations

Creative Group

Graphic

Design

Ast. DirectorGroup

CreativePola Young

Senio r Graphic Des igner:Jennife r MorganGraph ic Design er:Andre w Deter(Full-Tim e OPS)

Interactiv

eNew

Media

Ast. Direc tor New Me dia: Lauren S mith

Web

Ast. Direc tor Web Service s:Jay Masse y

Management Group

Ast. Director Adv & Brand

Mngt:Joy Ward

Publications Specialist &

Writer:Full-Time OPS*

Traffic Manager/Mkt Coordinator:Part-Time OPS*

Program Ast.Part-Time Student*

Marketing & Creative Services Department

Alumni Relations& Development

UWF & Internal ClientsExternal

Communications(Kim Brown)

Advancement Admin(Deborah Trip)

VP AdvancementKyle Marrero

Branding Awareness

How Can You Help?

Board Goal and Giving Expectation:

• 100% participation at a level that is meaningful and appropriate to each member with a minimum goal of Nautilus Society Member ($1000 or greater) during the fiscal year.

Why Give?

• Gifts to the University of West Florida are critical to the success of our students, our community and beyond.

• With ever-decreasing state support, private contributions help make up the funding gap and assist the university in delivering high quality programs for our students as they strive for and attain excellence in order to address the needs of our region, our state and beyond.

• Your gifts may also inspire others to give.

• When applying for grants or corporate gifts, the percentage of board participation is often a routine question in the application or gift process.

• Participation makes a difference both internally and externally.

Annual Giving

• UWF considers gifts to be annual if they are less than $10,000.

• Most annual gifts are made from the donor’s income.

• The Nautilus Society is UWF’s annual giving club that recognizes those who make an annual gift of $1000 or greater.

• Donors may pledge an annual gift amount for the fiscal year and make payments throughout the year (monthly, quarterly, etc.)

• The annual giving program is most often the catalyst that brings alumni and friends to the level of major giving and/or gift planning.  

Gifts that are typically made on an annual basis during the current fiscal year – July 1 to June 30.

Major Giving & Endowment Gifts

• UWF considers major gifts to be those that are greater than $10,000.

• Donors typically make a pledge commitment for a major gift and then make routine payments on the pledge over a designated period of time (usually 3 to 5 years). 

• Donors may create named endowments for a gift of $20,000 or more (may be paid over a period of up to five years).

• Most major gifts are made from the donor’s assets.

• Board members and donors who have committed to a major gift and are routinely making payments on their pledges are considered to be current and participating donors during the current fiscal year.

How Philanthropy Drives the American Economy and Can Save Capitalism – Claire Gaudiani

Most people think that Americans are generous because we are rich. The truth is that we are rich, in significant part, because we are generous.  

In annual basis, yearly, not-for-profit organizations spend approximately $700 billion in cash.  Representing about 8 percent of the US economy.  

Generosity is not a luxury in this country.  It is a cultural norm, a defining characteristic of our successful economy and our reasonably successful society.

The Greater Good