ADVANCEMENT REPORT For Budget & Resource Committee November 6, 2014 Roxanne Johnson, VP for Advancement & President, Brockport Foundation Mike Andriatch, AVP for Leadership & Planned Giving

1. Finalized Report: How did year end? Comprehensive Campaign was at $21,848,457 as of June 30! Gifts, pledges and bequests of $5,126,632 in FY ,573 total gifts (including pledges and bequests) 4.44% alumni participation rate ($566 average gift) 32% F/S giving rate $677 average overall gift

Campaign Progress as of October 27, 2014 ConstituencyBequestsPledgesGiftsTotal Alumni$5,665,274$1,153,266$3,093,451$9,911,990 Emeriti/Retirees$3,865,000$86,572$845,364$4,796,936 Faculty/Staff$441,001$118,036$428,719$987,756 Parents150$147,196$147,346 Students$284,742 Friends$289,836$231,560$450,108$971,505 Foundations$89,000$628,746$717,746 Corporations$53,750$2,139,254$2,193,004 Other$2,727,700 Totals$10,261,111$1,732,334$10,745,279$22,738,724

1b/c: Division financial reserves/rollover (last 3 years) $339,605 * # $87, $81,307 * Includes institutional investment in Campaign that started in # Campaign kickoff year: On- and off-campus launch events, Campaign video, website, additional travel, case statements

2.a.i: Intended use of Advancement Rollover/Reserve Funds Continued Campaign expenses; approx. $30,000 (celebrate on April 24) New planned giving provider (Crescendo; more effective, but slightly more expensive because of additional marketing) Additional attendance at Benefactors & Scholars Dinner (increase of more than 100 in attendance) Split of Homecoming & Alumni Reunion (now two weekends) Campus Guard (PCI compliance; unfunded mandate)

2.a.ii: Anticipated/potential use of Advancement Rollover/Reserves Investment in technology: –iModules and website upgrades: approx. $25,000 –On-line communications ( Kaleidoscope, e-news); could be net savings of $50,000+ –Data recovery and research (cells, s, social media): approx. $20,000 –Leadership/Major giving tracking product: approx: $60,000

2.a.iii: Historical rollover balances ( through ) $617,096 * $510, $339,605 # $87, $81,307 * Includes institutional investment in Campaign # Campaign kickoff year: On- and off-campus launch events, Campaign video, website, additional travel, case statements

2.b: Reallocation/Deployment of Advancement Resources for Strategic Priorities Keep Development Writer (critical communication need) Need more support assistance (growing base of alumni/donors, more outreach and engagement anticipated) Scholarship Office changes (already in place); more consistent communication with departments and donors Move printed docs to on-line (exploring cost savings) One less Foundation Board meeting off-site (post-Campaign) Combined Foundation/Alumni Association Board meeting

2.c: Criteria to Evaluate Effectiveness of Advancement Reallocations Dollars raised in support of specific areas Attendance/follow-up communication from events Website page views, quantity of stories posted Gift officer contacts, visits, proposals submitted Scholarship applications and awards Do more events equate to more dollars in the door? If we communicate more often, do we have more people at our events/functions?

2.d: Criteria for Advancement Strategic Savings Giving officer retention tied to performance (successful solicitations) Annual fund outreach (calls, mail, social media, etc.) against dollars delivered Dollars in the door vs. expenses incurred per project/event Cost of printed publications/notices/invitations vs. on-line version of the same Planned gift marketing responses tied to cost to distribute Size of gift following alumni/stewardship events

Thank you! Questions?