The Pathway to Success Goal Five Diversify Revenue: Philanthropy, Contracts and Grants Expand and diversify revenue sources to enhance the University’s ability to fulfill its teaching, research, and service mission.

The Pathway to Success Goal Five Diversify Revenue: Philanthropy, Contracts and Grants Goal Chair:Jay Gatrell Audit Chairs:Brad Sims & Brad Balch

The Pathway to Success Goal #5 Broad Benchmarks Gross Tuition and Fees (from financial stmts)$68,086,83986,096,586$91,113,237 Funds transferred from ISU Foundation in support of ISU $8,474,455$13,781,427$15,417,256 Non-institutional revenue for athletics$2,914,0943,423,097MVC Average MVC Average Revenue$13,048,27514,777,629TBD

The Pathway to Success Goal #5 Initiative 1 Benchmarks Grants and Contracts Awards – Per OSP$9,868,158$10,248,265 $18,387,926 ($14,000,00)* Indirect Awards from grants and contracts – Per OSP $541,561$651,207 $994,010 ($825,000)* *Suggested revisions based on current funding climate nationally and observed trends

The Pathway to Success Goal #5 Benchmarks Total number of Donors to ISU Foundation9, ,883 Number of Engaged Alumni Base started in ,3605,100 Capital Campaign$28,784,433$86,730,692N/A *Suggested revisions based on current funding climate nationally and observed trends

The Pathway to Success Initiatives 1.Enhance grant and contract activity 2.Strengthen the engagement of alumni in the life of the University

The Pathway to Success Initiative 1:Enhance Grant and Contract Activity Team Members: Mark Green (Chair), Dawn Underwood, Kelly Wilkinson, Jay Gatrell 30 stipends paid to faculty and staff for successful grant proposals with awards exceeding $25,000 Monies allocated to researchers to meet with federal program officers Progress towards overarching goal of increasing grant revenue is slow OSP has issued a customer satisfaction survey to full-time faculty and staff at ISU results suggest that time to develop proposals is the primary challenge.

The Pathway to Success Initiative 1:Enhance Grant and Contract Activity Unbounded Possibilities (UP) proposals included plans for seeking grant and contract funding Roughly 100 specific grants in development or submitted since UP on related projects

The Pathway to Success Cross-Cutting Initiative 1 Activities Student Success Experiential Learning Community Engagement Revenue Generation Faculty and Staff Success

The Pathway to Success 2011 Awards by Activity Type: 43% Public Service 32% Research 13% Academic Support 8% instruction 4% institutional support 65% included Community Engagement activities 67% included Experiential Learning

The Pathway to Success Initiative 2:Strengthen the Engagement of Alumni in the Life of the University Team Members: Charlie DeMaio(Chair), Alumni Board Assertive Alumni Board will be the driving force Expansion of engaged alumni base; engaged alumni meets 3 of 7 criteria (donor, volunteer, membership, social networks, event attendance, license plate and affinity programs) Exceeded 2011 benchmark Regional Alumni Associations (RAA) is a high priority; hiring full time employee to support; focus on philanthropic endeavors, cultivation of future donors, and student recruitment 2012 – expansion of six RAA (Chicago, Evansville, Jasper, Wabash Valley, Indianapolis, and Northwest Indiana) 2013 (9); 2014 (12); 2015 (15) M ARCH O N ! Campaign reached and exceed goal of $85M

The Pathway to Success Cross-Cutting Initiative 2 Activities Student Success Experiential Learning Community Engagement Faculty and Staff Success

The Pathway to Success Cross Cutting Activities: Student Recruitment/Alumni Events Sycamore Send-off Student Internships Barnes and Noble-Foundation Building, involvement with Downtown Terre Haute events Community Service Projects with Regional Alumni Associations Faculty Fellows Award

The Pathway to Success Audit Recommendations Reconsider Initiative 1 FY14 goals Focus on cultivating a culture of competitive research Consider expanding the Office of Sponsored Programs’ resources and functions to support researchers throughout a grant’s entire life cycle (development through performance) Current athletics fundraising trajectory is appropriate Consider a new alumni/donor campaign to expand philanthropy and reach for of realistic (but stretch) nearly 12,000 ISUF donors FY11 transfer represents a 69% increase since 2009 and the FY14 goal of nearly $15.5 million seems reasonable Tuition revenue continues to increase and the FY11 goal exceeded—on pace to exceed FY14 goal

The Pathway to Success Questions?