2. The Office of Development and Alumni Affairs Program Review February 22, 2007 Table of Contents Goals & Accomplishments …………………………….2 SWOT Analysis ………….……………………………..3 Report of Giving………………………………….……..4 Tiered Budget Requests………………………………..6 FY2008 Proposed Budget……………………………...7 Appendices Organizational Chart—Present Time………………….8 Organizational Charts—Peer Institutions……………..9 Detailed Report of Giving—Annual Fund.……………10 Detailed Report of Giving—Events……………………11 Public Relations Success Stories 2006………………12

3. Office of Development and Alumni Affairs Fundraising and Philanthropy Stockton College Foundation Alumni Office & Stockton Alumni Association Press and Public Relations Marketing/ Branding

4. 2 The Office of Development and Alumni Affairs Strategic Goals  Build the capability of the philanthropic arm of the College by increasing staff capacity, defining roles and strengthening the organizational structure of the Office of Development and Alumni Affairs as well as the College Foundation.  Increase donor confidence in the College’s development and alumni affairs program by developing processes for the donor-sponsored scholarship program and regularizing cultivation and stewardship activities.  Launch a campaign of involvement by significantly increasing the level of contact, knowledge of Stockton College and relationship with donors, prospective donors and alumni.  Make the development and alumni affairs program more integral to the College; begin to align development and alumni affairs priorities to the College’s academic priorities and master plan.  Review the College’s current marketing, advertising and promotional efforts and make recommendations for how to develop brand and how to put in place a comprehensive marketing plan.  Focus fundraising efforts on growing the College Foundation endowment. Raise more than $1 million and surpass last year’s 5.2% growth in donations to the College Foundation.

5. 3 The Office of Development and Alumni Affairs SWOT Analysis STRENGTHS Small, dedicated staff Increased leadership by the Foundation Board of Directors A growing affinity by alumni Accelerated growth in profits from and recognition of events Measurable growth of positive print and broadcast media coverage Increased donor confidence in Office of Development and in scholarship program Growth in focus and size of permanent endowment Experienced leadership and measurable goals in place Young program with potential for future growth OPPORTUNITIES Chance to change communication and collaboration with other departments Expand outreach and public relations state-wide Solicit new partners for collaboration and investment in Stockton from the expected development boom in Atlantic City and throughout southern New Jersey Build a culture of philanthropy through outreach and education Annual Fund is relatively new with potential to grow as base for major gifts Further define role of Foundation Board and increase membership Increase donor awareness for support of College initiatives in addition to scholarships Integration of the development effort college-wide Grow our website as a marketing and philanthropic tool WEAKNESSES Office identity is unclear on campus Other departments are not always sharing accurate information on alumni or events with the Office Some core development policies are not in place currently (gift acceptance, naming, planned giving) College relies on the Office for diverse activities that can distract from the core mission Data management processes not yet in place Flat organizational structure Resources to communicate with alumni are not sufficient for a 30,000+ constituency Role of Foundation Board and Alumni Board are still evolving THREATS Lack of reputation of New Jersey state colleges and universities Decentralized marketing and communications structure Lack of major corporate donors in this area Expectations for philanthropic growth exceeds resources and staffing Potential for donor fatigue with the state funding process for higher education Seasonal and resort community not invested in College year-round

6. 4 The Office of Development and Alumni Affairs Report of Giving as of February 12, 2007 $743,173 $900,045 $946,902 $585,871

7. 5 The Office of Development and Alumni Affairs Revised Growth of Foundation Accounts as of June 30, 2007 Total Assets $1,739,182 $3,227,707 $1,859,203 $2,681,573$1,521,765 endowed $1,602,454 endowed $2,405,605 endowed $3,000,000 endowed* $4,645,123 $5,194,572 $6,424,593* $4,160,774 Revised June 26, 2007 from Foundation audited statements (copies attached) *Unaudited Foundation value, taken from Wachovia checking account along with market value of the investments.

8. 6 The Office of Development and Alumni Affairs Tiered Budget Requests for FY2008 OfficeDescriptionSalary & BenefitsNon-SalaryTotal Request Tier 1 Requests Alumni AffairsIncrease in Alumni Networking Events$0$20,000 Increased Alumni Print Materials$0$12,500 Alumni Magazine (Print & Web)$0$70,000 DevelopmentCapital Fundraising Preparation$0$100,000 Increase in Cultivation & Stewardship Activities$0$25,000 Instit. Advancement Initiatives Branding Effort$0$150,000 Increased College Advertising$0$50,000 Marketing and Communications$100,000$0$100,000 Total Tier 1 Requests$527,500 Tier 2 Requests Instit. Advancement Initiatives Marketing and Communications Staffing$90,000$0$90,000 Total Tier 2 Requests$90,000 Total Requests$617,500

9. 7 The Office of Development and Alumni Affairs Proposed FY2008 Budget FY2007 Budget FY2008 Budget Tier 1% Change FY2008 Budget Tier 1+2 % Change Development Salary$995,582$1,095,58210%$1,185,58219% Non-salary$200,000$325,00063%$325,00063% Alumni Affairs Non Salary$37,000$139,500277%$139,500277% Institutional Advancement Initiatives Non Salary$100,000$300,000200%$300,000200% TOTAL$1,332,582$1,860,08240%$1,950,08246%

10. 8 The Office of Development and Alumni Affairs Organizational Chart – The Richard Stockton College of New Jersey Chief Development Officer & Ex. Dir., College Foundation Position Pending Foundation Accountant [vacant] Manager of Events Events Assistant (part- time) Manager of Information Systems Planning Public Relations Officer Director of Alumni Relations & the Annual Fund Assistant Director of Alumni Relations & the Annual Fund Program Assistant Alumni Association Board New Position Director of Giving [vacant] Senior Clerk Typist/ Gift Processor Clerk Typist/ Receptionist Assistant to the Chief Development Officer Board of Trustees Development Committee Principal Clerk Typist Foundation Board of Directors College President

11. 9 The Office of Development and Alumni Affairs Organizational Chart—Peer Institution Ramapo College of New Jersey President Ramapo College VP, Institutional Advancement Exec. Dir., Foundation Chairman Foundation Assoc. VP Institutional Advancement Exec. Secretarial Assist. Assist. VP Institutional Relations Spec. Projects Institutional Adv. Comptroller Donor Relations / Fund Raising Events Dir. Dir. Major Gifts Assist. VP Comm. & Public Aff. Senior Grants Writer Professional Services Specialist Coord. Events and Conferences Events & Scheduling Specialist Secretarial Assistant Dir. of Online Comm. /Web Admin. Assist. Web Admin. Dir. Operations Secretarial Assist. Assist Dir. Alum Relations Assoc. Dir. Annual Fund Dir. of Annual Giving and Alumni Relations Sen. Grants Writer Dir. Prospect Research Coordinator Special Events Photographer Secretarial Assist. PR Specialist Dir. Publications Print Shop Supervisor Graphic Artist Printing Machine Operator Comm. Specialist

12. 10 The Office of Development and Alumni Affairs Detailed Report of Giving – Annual Fund 200520062007 YTD2007 Projected # DonorsDonations# DonorsDonations# DonorsDonations & Pledges # DonorsDonations Alumni52$4,411369$20,581284$18,766393$41,289 Business/ Corporation 8$36411$7,9816$2,1307$4,000 Faculty/Staff78$10,28795$13,26859$13,19299$14,456 Foundation Board/BOT 15$10,26816$10,14617$15,60029$12,134 Other65$7,58966$8,84559$8,19796$13,121 TOTAL218$32,919557$60,821425$57,885624$85,000 2007 YTD20062005

13. 11 The Office of Development and Alumni Affairs Detailed Report of Giving – Events

14. 12 The Office of Development and Alumni Affairs Public Relations Success Stories - 2006 The Office of Public Relations supports the efforts of Development and Alumni, along with the College as a whole. Last year the Office generated 114 press releases, resulting in over 3,000 print and broadcast media placements. Top Stories Covered: Stockton Becomes National Model in Civic Engagement: Constitution Day and other events receive widespread coverage. Topics include suburban sprawl, eminent domain, genocide in Darfur, fair trade food items Aviation Research Park: Stockton hosts press conference and receives statewide print and broadcast coverage highlighting College’s role in developing facility in conjunction with FAA William Hughes Tech Center, Atlantic City International Airport and Atlantic County. Project is hailed for diversification of regional economy, incubator for new business development and source of research and jobs. Stockton a Model for Green Technology in Building Operations and Construction: Aquifer Thermal Energy System (ATES) and “Green technology” built into new F-Wing Expansion project is given statewide attention. Comcast Newsmakers: In 1999, the Office of Public Relations secured Stockton as the production site for Southern New Jersey for this 5-minute interview show running on nearly a million Comcast cable subscribers statewide. The office also served as liaison with Comcast in placing nearly 50 administrators, faculty and student guests. Spring Benefit, SRI/ETTC, Development, Teacher Ed, Physical Therapy and Professional training programs at the Carnegie Center all received coverage in this show, at no cost to the College. Purchased TV advertising with similar reach is valued in excess of $250,000. Homeland Security Track: Stockton, the first College in the nation to offer such a program as part of Criminal Justice curriculum, received positive region-wide publicity. Holocaust Center Activities: Stockton’s Holocaust Resource Center again received national coverage for its innovative programs, including a “high school graduation” ceremony for survivors who never finished formal high school education, but who went on to have successful careers in business and industry, the arts, and the trades.