Welcome to the 2012 Volunteers’ Conference Strength in Numbers; Unified in Mission February 24-25, 2012

A Spirit of Collaboration Dennis Bergvall CEO, The Citadel Foundation VP Institutional Advancement, The Citadel Mike Rogers Director, Alumni Affairs

Citadel Advancement Model Athletic Development & PRESIDENT   VPIA   Alumni Affairs TCF Development Athletic Development & Brigadier  

Senior Advancement Team Citadel Advancement Senior Advancement Team VPIA Dennis Bergvall   Alumni Affairs Mike Rogers TCF-CEO Dennis Bergvall Athletics Mike Capaccio   VP Donor Relations Frances Bramlett VP CDO Development Gary Hassen VP CFO Tom Walker

Alumni Advancement Initiatives Track alumni engagement Pursue alumni club development Partner with the development organizations to deliver their message Focus development activity for lead generation

Athletic Development Combine efforts with TCBF Coordinate development of “mutual” prospects All for one and one for all

Core Development Organization Vacant/not filling at this time VP of Development Gary Hassen    Assistant K. McAnulty Director Prospect Mgmt & Research Libby Davis Director Corps & Foundation Relations C. Hanhauser   Director Major Gifts & Bus. Asst. Dean Rob Stephenson   Director CRC Laura Faulders   Asst. VP Principal & Planned Gifts Bill Yaeger   Director Annual Giving Brittany Meyers   Director of Research Lisa Ukuku   Grant Coordinator L. Lipscomb   Engineering Asst. Dean Amy Brennan   CRC Devt. Officer Elliott Cooper   Development Assistant Rhonda Paul   Asst. Director Annual Giving Lori Tuttle   Education Asst. Dean Krystal Oliveira   CRC Devt. Officer Molly Waring   Asst. Director Annual Giving Elizabeth Wyatt   Humanities & Social Sciences Asst. Dean R. Breeland   CRC Coordinator Jenny Perry   Gift Officer Annual Giving Vacant   Science & Math Asst. Dean Vacant/not filling at this time Annual Giving Coordinator Ryan Kasyan  

Welcome to the 2012 Volunteers’ Conference Strength in Numbers; Unified in Mission February 24-25, 2012

Questions From The Field What questions do you hear from your classmates that are hard for you to answer? What objections to giving do you hear that we may be able to help you overcome? What have you found to be your best practices? Would you share one or two of them with the group?

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Brittany Meyers Director of Annual Giving Annual Giving Update Brittany Meyers Director of Annual Giving

A Glance at 2011 The Citadel Fund- Raised $1.4 million for the unrestricted needs of the college Alumni participation- 30.25% Class Chairmen Letters- Spring Letters- $226K Of which $145K went to The Citadel Fund Fall letters- $333K Of which $226K went to The Citadel Fund

Reaching $1.4MM in 2012 Participation Strategies- Young Alumni Council Joint effort between TCF and CAA (12 members) Member Responsibilities Participate in Quarterly Calls and CAA Meetings CAA Member in Good Standing Host Local Events Make Annual Gift to TCF Encourage Young Alumni to Give Engages more recent graduates and to increases participation 2010- 8.6% participation 2011- 10.9% participation Young Alumni Challenge- Participation Focus CofC in 2011/12 VMI in 2012/13

Reaching $1.4MM in 2012 Participation Strategies- Barracks Program Talent Show Sponsorship Allows direct access to the Corps Restores an event the Corps enjoys Encourages Cadet Philanthropy via Donation at the Door Cadet Leaders in Philanthropy Recognition for 4 consecutive years of giving Allows cadets to meet major donors Senior Class Gift Program

Reaching $1.4MM in 2012 Revenue Strategies- Stronger Appeals- Goal $400K More targeted prospect segmentation Tracking of lapsed donors Online & Video Messaging- http://youtu.be/e-a4Xa7I7Xw 11 Videos and over 200 targeted email blasts Faculty & Staff Campaign- Goal-$130K, 75% Faculty, 50% Staff 2010 to 2011- Staff giving rose from 15% to 32% Faculty giving rose from 17% to 65% Total raised: $112, 788 Class Chairmen Program- Goal $600K Cadet Calling Center- Goal $280K

How to Succeed in 2012 Class Letters Commit to writing 2 letters in 2012 Timely, in coordination with Elizabeth’s schedule Spring letter due March 26th Thorough and informative Make your annual gift first “Will you join me in making a gift in 2012?” Assist with Address and Email Updates Contact Elizabeth or Ryan Utilize Our Interactive Website~ Foundation.citadel.edu Utilize Ryan’s expertise as a resource for training Set Annual Goals The annual giving team will meet with all Chairmen in person or via phone call to set realistic and motivating goals this spring

As always, thank you for all you do! Questions? As always, thank you for all you do!