Development and Alumni Affairs Program Review · Office of Development and Alumni Affairs 2013 Program Review Organizational Chart 2012‐2013 Program Highlights and Achievements

Office of Development and Alumni AffairsOffice of Development and Alumni Affairs2013 Program Review

Office of Development and Alumni AffairsOffice of Development and Alumni Affairs

2013 Program Review

Organizational Chart

2012‐2013 Program Highlights and Achievements

FY12 Dashboard Goals Summary

SWOT Analysis

Where We are and Where We are Going…

FY13 GoalsFY13 Goals

Budget Request

Office of Development and Alumni Affairs

Organizational ChartOrganizational Chart

Dr. Herman J. Saatkamp, Jr.pPresident

Dr. Philip EllmoreChief Development Officer and

Executive Director College Foundation

Foundation Board of Directors

Jessica KowalExecutive Assistant to the Chief Development Officer and Principal Gift

Coordinator

VacantDirector of Annual Giving

Sara FaurotDirector of Alumni

Affairs

Cindy CragerAssociate Chief Development Officer and

Campaign Manager

Coordinator

Sandy LeoneProfessional Service

Specialist 4

Peg FioreDirector of Gift Fund Stewardship

Dawn HansDirector of Special Events

J i W i b

Marianne LarsenProgram Assistant 2

Nicholas Sena `08

Leadership Annual Giving Coordinator

i

Nikki StrothersProfessional Service Specialist 4

Janice WeisgerberTechnical Assistant 3Alumni Association

Board of Directors

Arminta BrownProfessional Service Specialist 4

Computer ServicesVACANT

Professional Services Specialist 4


2012 – 2013 Highlights

Campaign

April 2012: announced $20.4 million raised in gifts and pledges against a $20 million goal. “Let’s Do More!” h ll t i t l t dditi l illi f challenge to raise at least an additional $2 million for scholarships by the end of the Campaign in June 2014.

As of December 31st campaign totals $21.3 million As of December 31st Foundation assets are $23.5

illi I F d ti t j t million. In 2003 Foundation assets were just over $3 million

Richard Stockton Society

In FY12 there were 197 members of the Society, an increase of nearly 12% compared to FY11. Richard Stockton Society members donated $7,410,000 in FY12 More than 93% of all contributions to the FY12. More than 93% of all contributions to the Foundation were given by Richard Stockton Society members.



Richard Stockton College of New Jersey FoundationReport of Assets 2003 ‐ 2012

20000000

25000000

10000000

15000000

5000000

10000000

02003 2004 2005 2006 2007 2008 2009 2010 2011 2012



Scholarship

During the period March 2012 through February 2013, more than two dozen new scholarships and book awards were completed to support the education of p p ppStockton students, including five new endowed scholarships by theend of the Campaign in June 2014.

More than 200 donors, student recipients, Deans, and key College community faculty and staff attended the Scholarship Recognition Dinner this year.y p g y

Alumni

Extensive updating of 42,389 alumni records was completed, resulting in more effective communication.

Stockton’s maturing alumni base has a growing sense of alumni pride and ismore informed, involved and invested in the mission of the College. Capitalizing on the College’s signature and targeted alumni events and affinity groups has provided more opportunity to inform our alumni about Stockton, involve them in alumni programming and increase the level of alumni engagement.



LPGA

More than 70 faculty, staff, students and friends of Stockton volunteered to work concessions and marshal the fourth hole during the annual tournament.

Hosted more than 250 guests in Stockton’s Executive Suite during the ShopRite LPGA Classic at Stockton Seaview Hotel and Golf Club.

Special Events

As a result of Stockton’s involvement with the LPGA, we were able to bring golf pro Laura Diaz and her coach Ron were able to bring golf pro Laura Diaz and her coach Ron Philo to our Annual Stockton Golf Classic. The golf tournament netted more than $69,000 for scholarships, a 23% increase.

The 32ndAnnual Stockton College Scholarship Benefit Gala The 32 Annual Stockton College Scholarship Benefit Gala raised more than $460,000. The gala has generated more than $5 million over the past 10 years.


FY D hb d G l SFY12 Dashboard Goals Summary

G l S f ll l d i l t Y M k th Diff Th Goal 1: Successfully plan and implement You Make the Difference: The Campaign for Stockton College

In collaboration with External Affairs, develop a marketing and communications plan/materials for the Campaign. communications plan/materials for the Campaign.

Create a master plan for donor contact and activity to ensure campaign success.

Goal 2: Expand current Major Gift effort into a systematic and strategic Major Gift Program.

Develop a systematic and analytical method for assigning major donors and potential major donors based on comprehensive wealth‐screening and potential major donors based on comprehensive wealth screening and segmentation of donor data‐base.

Develop and implement process and activity for systematic, on‐going relationship building with potential major donors that emphasizes face‐to‐f i di id l face, individual contact.

Develop and implement Principle Gift effort for potential donors assigned to President and/or CDO.



Goal 3: Better position our strong Special Events programming as part of a comprehensive advancement effort.

Increase our awareness and use of the Gala and Golf Tournament as opportunity to introduce people to Stockton and to strengthen existing donor relationships.

Achieve net revenue of $433,000 from Scholarship Benefit Gala and Golf Tournament.

Develop Strategic behavior for relationship‐building events that occur th h t th LPGA Ai Sh tthroughout the year ‐ LPGA, Air Show, etc.

Grow the Scholarship Recognition event into a signature event.


FY D hb d G l SFY12 Dashboard Goals Summary

G l G A l Gi i P A l F d S h l f d Goal 4: Grow Annual Giving Programs –Annual Fund, School‐focused initiative, etc.

Raise $197,000 in unrestricted Annual Fund.

Add an emphasis to raise annual giving restricted gifts for Schools and Academic Programs and establish a bench‐mark from which to set goals in coming years.

Develop new initiatives for encouraging annual giving from campus constituency.

Grow the Richard Stockton Society.

Goal 5: Continued strengthening of the Foundation Board.

Continue Board improvement in areas identified in the Board self‐assessment process.

Recruit new members to the Board with focus on alumni participation and diversity participation.p p

Grow the Board's understanding of philanthropic trends, issues in higher education, Foundation Board Governance, etc.



Goal 6: Strengthen meaningful alumni engagement

Increase Alumni awareness of campaign.

Improve our understanding of alumni and the effectiveness of our alumni programming.

Increase alumni exposure to campus ‐main campus, Seaview, AC, etc.

Goal 7: Expand Stewardship Efforts

Simplify communication to donors re: the activity and status of their donated endowed funds while continuing to ensure accuracy of information.e do ed u ds e co t u g to e su e accu acy o o at o

Provide a systematic and reliable way to ensure donors are being thanked effectively and appropriately.

Increase effectiveness of Fund Stewardship, including accurate and systematic Increase effectiveness of Fund Stewardship, including accurate and systematic distribution, regular communication with various constituency re: fund availability and activity, interface with business office.


D hb d G l S2012‐2013 Dashboard Goals Summary

Goal 8: Increase our ability to collaborate, both within the Office as well as throughout the campus communitywell as throughout the campus community.

Develop and strengthen efforts with Deans and Schools.

Improve our communication with the campus community re: Foundation activity ‐ raising, stewarding, and distribution of funds.

Strengthen our customer service to the campus community.

Office of Development and Alumni AffairsOffice of Development and Alumni Affairs

SWOT Analysis

Strengths Public announcement of Campaign Goal being reached and

Opportunities Recently completed Foundation Board Strategic PlanGrowing sense of alumni pride – a more informed involved and invested Stretch Goal announcement

President, Senior Administrators, Faculty, and staff visibility in community and professional settings including state and national task forces

Institutional Expansion Good press locally, regionally, and nationallyA community that cares – response to Hurricane Sandy Vision for our future and strong staff buy‐in to that vision

Growing sense of alumni pride a more informed, involved and invested alumni base leads to a higher level of alumni engagement

Let’s Do More. Final 16 months of the Campaign provides a chance to raise more support with a focus on scholarships

Reorganized staff positions us better to strive towards our program vision Capitalize on our ability to run very impactful events by positioning them as a

way to introduce and strengthen relationships Vision for our future and strong staff buy‐in to that vision

Weaknesses

Expansion of Annual Giving programWe have the ability to make decisions quickly and create new traditions Stockton Society Growth

Threats Limited financial and human resources to grow the Development and

Alumni Affairs program Lack of established planned giving program and long‐term gift planning

opportunities Young and philanthropically under‐developed alumni base

ThreatsUncertain state support of higher education Competing interests for philanthropic gifts Regionally dependant philanthropic program Regional focus on event fundraising , saturation of fundraising events

and competition for sponsorship funds from the same sources. Limited institutional experience with philanthropy Limited ability to effectively extract our data for use in decision‐makingWe are growing our program, will we be able to keep pace?

p p p Philanthropic impact from Hurricane Sandy Volume and pace of work make it difficult to think creatively and

improve processes

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FY13 Goals

G l I Phil th i S tGoal 1: Increase Philanthropic Support

Grow the Annual Fund by 5%.

Increase overall Alumni giving participation by 1%.

Add at least 50 new members to the Richard Stockton Society.

Add at least 5 new endowed scholarships.

Prepare for continued growth of the College Foundation and Stockton's d l t development program.

Goal 2: Build Constituent Engagement

Hold at least 4 affinity‐based alumni events.

Hold at least 3 Foundation‐sponsored Community Gatherings.

Increase visibility and awareness of the Foundation in the region and among l ialumni.

Increase attendance at Gala and Golf events.


FY13 Goals

G l St th P f l C lti ti Goal 3: Strengthen Purposeful Cultivation

Increase one‐on‐one contact with donors and potential donors.

Increase our awareness and use of the Gala and Golf Tournament as opportunity to pp yintroduce people to Stockton and to strengthen existing donor relationships.

Develop Strategic behavior for relationship‐building events that occur throughout the year ‐ LPGA, Air Show, etc.

G th S h l hi R iti t i t i t tGrow the Scholarship Recognition event into a signature event.

Goal 4: Create Effective Stewardship

Work to develop an office culture focused on effective stewardship of donors and potential donors.

Continue strengthening of donor data and our use of that data.


FY13 Goals

G l G h l ti d i i f AdGoal 5: Grow the evolution and integration of Advancement

Create an office culture in which collaboration and integration are the norm.

Extend our collaboration efforts to other parts of the college community ‐te d ou co abo at o e o ts to ot e pa ts o t e co ege co u tyfaculty, staff, Foundation Board, volunteers, etc.


Requests *Requests *

FY11 Budget FY12 Budget FY13 Budget FY14 Proposed

Budget Full/Part-time Staff $ 836,343 $ 990,384 $ 942,515 $ 1,062,515 Benefits $ 266,683 $ 304,515 $ 351,691 $ 401,691

Total Salary $ 1,112,038 $ 1,280,798 $ 1,338,806 $ 1,508,806

Total Non-salary $ 280,440 $ 234,052 $ 229,920 $ 259,920

TOTAL EXPENSES $ 1,392,478 $ 1,514,850 $ 1,568,726 $ 1,768,726

*Seeking two additional positions and operating dollars to support those positions


2013 Program Review

Documents

Development and Alumni Affairs Program Review · Office of Development and Alumni Affairs 2013 Program Review Organizational Chart 2012‐2013 Program Highlights and Achievements