1. University Advancement
Vice Chancellor’s Report
Kenneth E. Sigmon, Jr.
Vice Chancellor for University Advancement
April 22, 2016

2. Agenda FY16 Fundraising Campaign Update
125th Anniversary Fundraising/Events
125 Hours of Giving Campaign
Division Updates

3. Gifts/New Commitments by Constituency and Type
July 1, 2015 – March 31, 2016
CONSTITUENT
PLEDGES
OUTRIGHT GIFTS
GIFTS IN KIND
REALIZED PLANNED GIFTS
DEFERRED PLANNED GIFTS
TOTAL
ALUMNI
$788,743
$896,561
$19,264
$186,080
$1,000
$1,891,648
CORPORATIONS
$1,000,000
$1,556,400
$26,684 $0
$2,583,084
FOUNDATIONS
$255,067
OTHER INDIVIDUALS
$120,845
$156,360
$1,128
$300,000
$578,332
OTHER ORGANIZATIONS
$5,240
$182,148
$187,388
$1,914,827
$3,046,536
$47,076
$301,000
$5,495,519
July 1, 2014 – March 31, 2015
$785,509
$780,713
$576
$47,231
$50,000
$1,664,029
$345,000
$2,325,433
$19,026
$2,689,458
$199,173
$54,250
$648,336
$8,150
$710,735
$207,853
$1,184,759
$4,161,508
$27,752
$5,471,250

4. Gifts/New Commitments – FY 16 Actuals vs. Projections

5. Gifts/New Commitments By Purpose
July 1, 2015 – March 31, 2016
Objective
Amount
Endowment
Facilities $0
Faculty
$502,440
Programmatic
$302,400
Scholarships
$874,960
Subtotal Endowment
$1,679,800
Current Use
$16,789
$10,100
$2,193,896
Research
$20,690
$1,395,291
Unrestricted
$178952
Subtotal Current Use
$3,815,719
Grand Total
$5,495,519

6. Gifts/New Commitments By Purpose

7. Gifts/New Commitments by Gift Size – As of 12/31

9. Campaign/Advancement Update
Campaign Policy
Campaign Gift Acceptance and Reporting Standards
Volunteer Handbook
Draft approved by campaign cabinet
Reviewed by University Relations with edits
Preparing to go to print
Next Steps
Next meeting of cabinet on May 17th
Have begun to identify and engage with donor prospects
Campaign Cabinet and others to identify prospects and consider campaign gift
Building portfolio of cabinet identified prospects and strategies
Engaging local community organizations for campaign gift

10. 125th Anniversary Fundraising
Anniversary Goal
Raise $1,250,000 overall for scholarship support during the Anniversary year
Raise $125,000 from first time donors only for scholarship support
Support the 125th Anniversary Scholarship Gala through establishment and identification of potential sponsorship opportunities

11. 125th Anniversary Fundraising Overall Scholarship Support Total to Date $2,270,252

12. 125th Anniversary Fundraising - First-Time Donor Scholarship Support

13. 125th Anniversary Gala Fundraising
Have secured over $200,000 in high level sponsorships
Well Fargo
Sodexo
Bank of America
Pepsi
Wal-Mart/Sam’s Club
Barnes and Noble
Bryan Foundation
Cone Health
Merck
Equally generous support from internal stakeholders and key organizations
General ticket sales round out the remaining seats
Sold out early and currently have a waiting list

14. Advancement Update Advancement Staffing AVC for Alumni Relations
Rosetta Clay departing June 17th
Will name interim and begin search in May
AVC for Advancement Services
Shea Renfro resigned
Reposted and in recruitment
Working with search firm to identify candidates
Director of Gift Planning
In recruitment
Interviews this week
Director of Major Gifts
Interviews early May
Directors of Development (2)
Interviews next week

15. Advancement Update Advancement Staffing Sr. Director of Development
Candidate selected
Awaiting HR final approval for offer
Director, Alumni Communications
Dave Hunt resigned
Position to be reposted this month
Asst. Director, Alumni Programs
New position with funding in place
To be posted this month
Administrative Support, AVC for Alumni Relations
Position offered and candidate accepted
Sharon Lee to begin duties May 2nd

16. Advancement Update Endowment Reconciliation Title III
Currently reviewing over 200 endowed funds
Effort between Advancement, Business and Finance, Foundation, Alumni Association
Reviewing donor giving, Title III matches, market value
Impacts future initiatives involving endowment reporting, giving societies, full utilization of endowed funds
Title III
Awarded matches totaling over $900,000 this fiscal year
Impacted 40 funds ranging in value from $2,000 up to $250,000
Academic Restructuring
Assessing impact, identifying priorities and establishing timelines
Impacts: donor records, gift/fund designations, endowments, reports

17. 125 Hours of Giving Campaign Overview
What is the 125 Hours of Giving Campaign?
A completely online giving campaign
An opportunity to demonstrate support of the university’s 125th anniversary with giving
Focus on raising scholarship dollars
Campaign will commence at 7 p.m. on Sunday, April 17 and conclude at 11:59 p.m. on Friday, April 22

18. 125 Hours of Giving Campaign Goal
Participation Goal: 650 Donors
Average of 5 donors per hour
125 donors each full day (Monday, April 18 – Friday, April 22)
25 donors on partial day (Sunday, April 17)
Average gift of $125
Dollar Goal: $80,000

22. 125 Hours of Giving Campaign Next steps – How can you help?
Accept event invitation on Facebook
Make your gift
Share the campaign with others
Use the hashtag #NCAT125GIVE

23. QUESTIONS?