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

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

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

4. 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

5. 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

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

7. 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

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

9. 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?

10. “Like” TCF on Facebook

11. Brittany Meyers Director of Annual Giving
Annual Giving Update
Brittany Meyers
Director of Annual Giving

12. A Glance at 2011 The Citadel Fund-
Raised $1.4 million for the unrestricted needs of the college
Alumni participation %
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

13. 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
% participation
% participation
Young Alumni Challenge- Participation Focus
CofC in 2011/12
VMI in 2012/13

14. 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

15. Reaching $1.4MM in 2012 Revenue Strategies-
Stronger Appeals- Goal $400K
More targeted prospect segmentation
Tracking of lapsed donors
Online & Video Messaging-
11 Videos and over 200 targeted 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

16. 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 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

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