University Advancement Update

CWU BOARD OF TRUSTEES MEETINGNovember 3, 2017

Introduction

• University Advancement Overview • Current Structure and Mission Statement

• Looking Back• FY12 to FY17 Performance Data

• The Path Forward • Strategic Planning and Capital Campaign Preparation

• Leadership Board Partnership• Foundation, Alumni Association, Board of Trustees

• Student Impact• Board of Trustees Scholarship Recipients

Current UA Structure

• Alumni and Constituent Relations• Communications• Development/Fundraising • Operations • Donor Relations

University Advancement Mission

University Advancement exists to build a movement of greater community, connection and capacity for Central Washington University – so that its mission can be more fully lived out (LOUD) in the lives of its students, faculty, alumni, donors and friends.

The Last Five Years

• Build. Build. Build.• Staffing• Programs• Infrastructure/Systems/Policies • Board Engagement and Development• Changing the Culture

The ResultsFY12 to FY17 Performance Data

$0$500,000

$1,000,000$1,500,000$2,000,000$2,500,000$3,000,000$3,500,000$4,000,000$4,500,000$5,000,000

2012 2013 2014 2015 2016 2017

TOTAL DOLLARS RAISED

The ResultsFY12 to FY17 Performance Data

0

1,000

2,000

3,000

4,000

5,000

6,000

2012 2013 2014 2015 2016 2017

TOTAL DONORS

The ResultsFY12 to FY17 Performance Data

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

2012 2013 2014 2015 2016 2017

TOTAL ALUMNI DONORS

The ResultsFY12 to FY17 Performance Data

0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 4.00% 4.50% 5.00%

2012 2013 2014 2015 2016 2017

ALUMNI GIVING PARTICIPATION RATE

The ResultsFY12 to FY17 Performance Data

0

500

1,000

1,500

2,000

2,500

2012 2013 2014 2015 2016 2017

PAID ALUMNI MEMBERSHIPS

The ResultsFY12 to FY17 Performance Data

0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

2012 2013 2014 2015 2016 2017

GIVING PARTICIPATION RATE OF ALUMNI ASSOCIATION MEMBERS

The ResultsFY12 to FY17 Performance Data

35.00%

40.00%

45.00%

50.00%

55.00%

2012 2013 2014 2015 2016 2017

DONOR RETENTION

The ResultsFY12 to FY17 Performance Data

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

2012 2013 2014 2015 2016 2017

FOUNDATION TOTAL NET ASSETS

What’s Next? (What We Need to Move to the Next Level)

• Philanthropic Vision and Engagement • Collaboration/Integration• Volunteer/Leadership Mobilization• FOCUS

• Strategic Planning & Execution• Resource Alignment Around “The Best” vs. “The Good”

• One Common Purpose/Lens • Campaign Preparation and Transformational Priorities

• Culture. Culture. Culture.

University Advancement Vision

Through collaborative partnerships with campus and volunteer leadership, University Advancement will plan, resource, and deliver a comprehensive alumni and donor engagement campaign that will position Central Washington University as the premier higher education experience in the West as well as a first-choice recipient for the time, talent and resource investments of its core constituents.

Alumni and Constituent Relations

• Telling the Story

Alumni and Constituent Relations

• Membership• Mentor Program Development• Parent Relations• Wildcat Den and Business Network• Integration with Development Team

Communications

• Optimize Web Experience• Royall & Company • Staffing/Team Development• Campaign Communication Alignment

Development/Fundraising

• Identifying the Top 250 • Locking down Vision/Priorities • Focus on Moves Management, Major Gift

Solicitation and Pipeline Building• Planned Giving • Integration with Alumni Team

Operations

• Scholarship Central• Donor/Endowment Compliance• Move to RE NXT • Moving from Reporting to Analytics • System Improvements

Donor Relations

• Giving Societies – Outreach/Recruitment• Stewardship Activities/Events• Communication Demonstrating Impact

• Scholarship Reporting and Receptions• Faculty/Staff/Student Giving Campaign• The Art and Science of Saying Thank You• All About Retention

Leadership Board Partnership

• Foundation Board• Revitalization Process • Focus Around Four Commitments • Relevant Partner to University

• Alumni Association Board• Collaborative Partner Within new UA Structure• Has Increased Support to Operations by 380%

• Board of Trustees • AGB Follow Up Items – Culture of Philanthropy

Student Impact

• Board of Trustees Scholarship Report

• Established in 2010 – Supports Scholarships for Outstanding Undergraduate Students

• As of June 30, 2017 -- $59,801.54• Awarding Three Scholarships in 2017/2018

• Darcie Haegele• Makayla Miracle• Angelica Joy Somera

Final Thoughts/Reflections

• The Future • Hope and Optimism

• Two Guarantees• The work ahead will continue to be challenging.• In the end, it will be completely worth it.

• Bottom Line • Your continued leadership and investment is critical to

establish the culture of philanthropy and alumni engagement that is required.

Any Questions?