Office of Alumni and Development

1
Office of Alumni and Development

• John P. Smith, Vice President
• Diane Caldbeck, Associate Vice President
• Presentation for Raytheon Site Visit
• November 21, 2006

2
Aspirations of our Division

• Our division aspires to be an ideal model
  integrating the important work of alumni and
  development personnel
• We want professionals in the community to seek
  employment opportunities in Alumni and
  Development because of our ability to attract
  talented people, identify their strengths and
  encourage professional growth
• We want our staff to be inspired and to inspire
  others in creating a greater Drake!

3
Office of Alumni and Parent Programs Mission,
Measures and Goals

• The Office of Alumni and Parent Programs engages
  alumni and parents individually and in groups by
  providing opportunities for Drakes meaningful
  involvement in their lives, and for their
  meaningful involvement in the life of the
  University.

4
Alumni and Parent Programs Goals

• Strive to be strategic in our programming to
  serve our diverse primary constituents alumni
  from classes of 1926 through 2006
• Working to enhance our visibility among and
  expand programming for current students
• Increasingly collaborate with partners campus
  wide, including development, admissions,
  athletics, student-life, career development and
  student groups

5
Alumni and Parent ProgramsMeasures

• Measures in alumni work are both quantitative and
  qualitative
• In the short term, we can measure the number of
  alumni and friends who attend events, volunteer,
  visit our web-site, serve on boards, and connect
  with Drake in a variety of ways.
• The quality of these contacts, and their
  long-term positive effect, are more difficult to
  measure but often more important than quantity
  measurements

6
Alumni and Parent ProgramsMeasures Continued

• Relationship Facilitators
• Communications
• Personal Touch
• Acquisition
• Cultivation Cross Selling
• Leadership

7
Office of DevelopmentMission, Measures and Goals

• As a prospect focused development team, we will
  secure the future of Drake by building
  relationships, identifying donors passions, and
  boldly asking for gifts advancing the mission of
  the University.
• As Drake University positions itself to be a
  great university, the fundraising effort will
  play a critical role in identifying and securing
  needed resources.
• Great universities require great resources!

8
Office of Development GoalsFundraising Goals

• Secure 3.2 million for the Drake Fund for fiscal
  year 2007
• Secure 16 million in overall University support
  in fiscal year 2007
• Expand Drake Fund support from Corporate
  Community by 15 and more than 75,000 in
  matching gifts
• Great cities require great universities

9
Office of Development GoalsFundraising
Initiative

• Define priorities for comprehensive campaign
  creating a Greater Drake
• Create draft case statement
• Execute feasibility study
• Establish Ad Hoc committee For a Greater Drake
• Hire fundraising consultant

10
Office of Development GoalsOperational Goals

• Build on emerging donor-centered, moves
  management system
• Expand gift planning program
• Create new and innovative ways for our alumni and
  friends to connect with and contribute to the
  University
• Improve Donor Stewardship

11
Office of Development Key Measures

• Dollar Goals as of May 31
• Percentage of alumni participation
• Timeline toward capital campaign
• SAO number of quality contacts, proposals, and
  dollars secured
• DIAMoND System
• Reputation of Alumni and Development across
  campus
• Engagement of Board members, President, Deans,
  and natural partners

12
Alumni and Development Key Initiatives

• 125th events in six major markets
• Des Moines area Lets DU Lunch
• Alumni Volunteer opportunities including Des
  Moines Arts Festival (260 volunteers), World Food
  Prize Festival (more than 75 volunteers)
• Future Alumni Network and Senior Experience
  continue to grow in awareness and participation
• More than 35 Bulldog Bashes
• Expanding marketing of Planned Gifts
• Strategic partnering with Marketing
• Promotion of giving and stewardship in Blue and
  e-Blue
• Incorporating Banner Self-Serve
• Portal Project

13
Alumni and Development Key Initiatives Continued

• Continuing emphasis on Leadership Level support
  for Drake Fund 3.2 million
• Board of Trustees giving
• Creation of Collier Gift Challenge
• Broadening base of P.C. prospects
• Creative growth in Corporate Outreach
• Desserts with Drake Alumni Office
• Aggressive, direct mail solicitations
• Presidential visits with key corporate leaders
• President and Mrs. Maxwell hosting dinner parties
  with select corporate leaders and spouses

14
Alumni and Development Key Initiatives Continued

• Restricted support
• Endowed Faculty Chairs
• Endowed Scholarships
• Faculty Development Fund
• Student travel and research fund
• Academic Centers
• Capital Projects

15
Alumni and Development Key Initiatives Continued

• Exceptional Drake Fund planning and staff
• Strategic direct mail solicitations
• Well trained, productive and driven student
  phonathon program
• Strategic planning for capital campaign
• RFPs out Feasibility study on target for
  January with results in June
• Committee for a Greater Drake established
• President and Board of Trustees in partnership
  toward a common goal of large-scale campaign

16
Alumni and DevelopmentChallenges / Issues

• Creating compelling alumni programs that will
  motivate alumni to attend
• Quality of the data on our alumni and friends
• Banner Data Base Biographical Information
• Crossover of information with campus community
• Quality of wealth assessment of database
• Historical perceptions within campus community of
  the practice and execution of institutional
  fundraising
• Creating a compelling and succinct case statement
  that will, with clarity and inspiration, state
  where Drake University will be following a
  successful campaign
• Modest endowment (135 million)

17
Challenges / Issues Continued

• Defining the right mix of leadership on the Board
  of Trustees
• Individuals with bold vision
• Individuals with capacity to transform
• Ability to engage and successfully solicit the
  most elite group of alumni and friends
• Growing and retaining talented staff
• Economic variables

18
Challenges / Issues Continued

• Demographics
• Loosing Greatest Generation
• Uncertainty about the philanthropic tendencies of
  Baby Boomers and generations that follow
• Not engaging most recent graduates
• Role less traditional students will play as
  alumni

19
Questions

• John P. Smith
• 515-271-2969
• John.smith_at_drake.edu
• Diane Caldbeck
• 515-271-3153
• Diane.caldbeck_at_drake.edu