University Advancement

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University Advancement

• EDGE Program
• December 4, 2008

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• University Advancement
• provides relationship
• and information services
• to the university community
• and its constituents

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• University Advancement
• is a link to the
• university, much like
• Admissions and Career Services

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Staff
David Williams Vice Chancellor for University
Advancement and Marketing
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Purpose of the Foundation
A 501(c)3 established to receive and manage
charitable gifts for the university.
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Stewardship

• Stewardship of assets for

• Donors

• UW-Stout

• Charitable contribution deduction

• Endowed accounts

• Cultivation of friends and donors

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Stewardship

• Provide flexible money

• Can be used by university
• departments for expenses
• not covered by state funds

• Payment Request Form

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Payment Request Form

• New Form

• University Channels

• Signature of Director
• of Accounting Services

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Board of Directors

• Responsibilities

• Oversee

• Determine policies

• Committees

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Financial Information

• Balance Sheet

• Income Statement

• Money provided to UW-Stout

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Management Fee

• How much?

• 1 per quarter (4 annually)

• Calculated on beginning balance

• Offset against account earnings

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Management Fee

• What does it fund?

• Operations of Foundation

• Grants

• Stout Alumni Association

• Diversity Scholarships

• Administrative Discretionary Funds

• Scholarship Awards Program

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Staff
Terese Wentworth Alumni Assistant
Sue Pittman Alumni Director
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Mission
To provide alumni with information, opportunities
and services which create and promote a sense of
community among alumni and support the mission
of UW-Stout and the Stout University Foundation
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On Campus Events

• Reunions

• Retired Faculty/Staff

• Homecoming

• Years of Service

• Activity for specific programs

• Founders Day

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Off Campus Events

• Program specific events

• Conferences

• Alumni Gatherings

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Special Events

• Golf Outing to benefit GEM and
• Mens Basketball programs

• Alumni Choir in Carnegie Hall

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Communication

• Outlook

• e-newsletter

• e-ddress

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Alumni Awards

• James Huff Stout

• Distinguished Alumni

• Outstanding Alumni

• Volunteer Service

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Other Alumni Services

• Board of Directors

• Query Requests

• Affinity Programs

• Student Programs

• Career Services

• Employee Recruitment

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Staff
Doug Mell Director of University Communications
Laura Short Writer
Don Steffen University Editor
Hannah Flom Office Assistant
Carol Gundlach Program Support
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Media Relations

• Media inquiries

• Annual meetings

• Online press kit

• Monthly counts

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News Services

• General advance publicity

• Hometown news service

• Feature service

• Institutional and external
• announcements

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Internal Communications

• Community News

• News Plus

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Identity Standards

• Policy
• www.uwstout.edu/ur_identity_standards.pdf

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Publications

• Campuswide publications

• University Departments

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How you can help

• Contribute your name to
• the experts list

• Notify University Relations

• Learn to work with the media

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Staff
Peggy Fuller Database Coordinator
Charlene Smith Scholarship Coordinator
Teresa Baarlile Financial Specialist
Dave Wiensch Business Manager
Sharon Droege Office Manager
Becky Richartz Graphic Designer
Wayne Schneider Receptionist
Chong Lor IS Network Services
JoAnne Schwebach Document Production Assistant
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Database Maintenance

• Protocol

• Data Entry

• List Generation

• Reporting

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Gift Processing

• Gift Types

• Stocks

• Real Estate

• Gifts-in-kind

• Cash

• Payroll Deduction

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Gift Processing

• Gift Receipt

• Filing

• Monies Processing

• Confirmation
• Documentation

• Stewardship (Thank You)

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Gift Processing

• Matching Gifts

• Corporate listing

• Organizational Contact

• Gift Processing

• Stewardship

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Gift Processing

• Credit Card Acceptance

• Processing

• Reporting

• Stewardship

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Payroll Deduction

• Processing

• Example

• Stone Soup Classified Scholarship

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Scholarships

• Application/Award Process

• 2007 1300 applications
• read by 54 readers

• 2007 583 Awards
• Over 600,000

• Award Ceremony

• Solicitation

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Stewardship

• Media Pieces

• Visits

• Thank You

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Staff
Jen Rudiger Director, Annual Fund
Todd Burns Development Officer
Student Workers
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Annual Fund
The annual fund is the cornerstone of development
efforts
Planned Gifts/Bequests
Major Gifts
Annual Gifts
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Phonathon

• Staffed by students

• Number of contacts per year

• Total raised annually

• Why people give

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Annual Fund

• Structured around 3 colleges
• and 1 school

• Restricted ask

• Faculty and staff encouraged to
• visit our call center

• Parent campaign

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Annual Fund

• The purpose of the Annual Fund/Phonathon

• A personal contact from
• the university

• Inform prospects of news
• and activities on campus

• Update constituent records

• Identify donors and move
• donors to major giving level

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Campus Call
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Mail appeals

• Restricted appeals to those
• not reached by phone

• Year-end newsletters

• Thank you acknowledgement
• letters

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Major Gift Fundraising

• At Stout these gifts begin at 1,000

• Many different types

• Cash

• Stocks

• Gifts in Kind (equipment, artwork,
• supplies etc)

• Electronic Funds Transfer

• Planned Gifts

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As MG Fundraisers, what do we do?

• Relationship building is the most important
• aspect of the job

• Keeping people (alumni, friends, parents, etc)
• informed about all things Stout

• Educating people about Stouts need
• for private support

• Educating people about Stouts specific needs
• How have we spent their money?
• How do we intend to spend it?

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As MG Fundraisers, what do we do?

• Encourage them to get (and stay!) involved

• Mentoring current students

• Establishing Co-op or internship opportunities

• Membership on college/dept Advisory Boards

• Motivate people to invest in Stouts future

• Make a difference by getting involved

• Changing the lives of students

• Impacting the campus for future generations

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How does the relationship building process work?

• Outreach

• Events

• Bringing people back to campus
• Sporting Events, Homecoming, Family weekend
• Founders Day, Theater Reception

• Bring UW-Stout to areas where grads live and work
• Reception before Stout B-Ball game in LaCrosse
• Alumni gathering at Target Corporation HQ

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How does the relationship building process work?

• Travel is another important aspect of our job

• Visiting grads on the road

• Bringing updates on UW-Stout to people

• Involving Admin, Deans, Faculty and staff

• People cant always come back to Stout, so
• we bring Stout to people

• Listen, learn and identify areas of interest

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How you can help

• Keep the lines of Communication open

• Who are you in touch with?

• Who do you have relationships with?

• Does the connection wed like to make
• already exist and can we build on it?

• Let us know

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What did we miss?
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Thank You
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