cs presentation to niu leadership 17.11.14 v2...title: microsoft powerpoint - cs presentation to niu...
TRANSCRIPT
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University Advancement Update
Catherine Squires, CFRE, NIU ‘80President & CEO, NIU Foundation
Vice President & Chief Development Officer, NIUNovember 14, 2017
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• State of Play
• Key strategy and program updates
• Where we’re headed and why
• Hot topics
• Questions
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Goals
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• FY16 = NIU’s most successful fundraising yearo Though state budget difficulties, alumni stepped upo $28m in gifts and pledges
• FY17 = very difficult yearo State budget, leadership, etc. o Loss of key staffo Alumni holding backo Results showed it - $15.5m
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State of Play
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• Modest goal for FY18 = $17.5mo In recovery modeo Rebuilding staff
• Aligning fundraising to priorities
• Unrestricted revenueo Scholarshipso Key college priorities
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State of Play
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• Bright spotso FY17 Endowment Resultso Beating Harvard
• 8.1% on $37.1b endowment• 14.1% on our $74.7m endowment
• Fundraising successeso $1m scholarship gifto The Red and Black
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State of Play
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The Opportunity
153 students in good academic standing who could not enroll due to outstanding balances were offered the Angel Touch opportunity
The Response
$241,236 in Angel Touch scholarships awarded to keep students in school
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The Angel Touch Program (since inception Fall 2015)
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The Impact
100 students accepted the Angel Touch opportunity and returned to school
• 21 students (21%) are NIU graduates• 64 students (64%) continue to enroll and demonstrate
persistence toward graduation• 15 students (15%) did not re-enroll for future semesters or
graduate
The Angel Touch program has inspired some NIU Colleges to provide similar awards from their discretionary funds
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The Angel Touch Program (since inception Fall 2015)
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Build on demonstrated success!
• Brand Angel Touch as an institutional scholarship
• Refine scholarship criteria• Awards become one-time assistance• Require students to demonstrate and articulate persistence toward
graduation through written plan
• Make Angel Touch a fundraising focus
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Moving Angel Touch Forward
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• Support to recruitment
o Identify and raise funds to be put to immediate use
o Data sharing project – Legacy matching
o Alumni letter writing campaign
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Key Strategies and Programs
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• The program:
o Volunteers from Alumni Association, Foundation Board, Black Alumni Council
o Admitted, not yet enrolled students receive personalized letter on company letterhead from an influential alum
• The results:
o 1774 students received letters
o 168 enrolled = 9.47% overall yield
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Alumni Letter Writing Program
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• Campaign underway (officially began April 1, 2017)
o $50m+ over 3 – 4 years (unrestricted and scholarships)
o Strengthen relationships – build prideo Broaden the baseo Strengthen communications and brandingo Enhance the culture of philanthropy
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Campaign
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• Fundraising to date on goal of $50m:
o General Student Scholarships = $528,079
o Restricted Student Scholarships = $1,951,290
o Unrestricted (strategic priorities) = $155,312
o TOTAL = $2,634,681
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Campaign
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• Internal readiness – reviewing all systems, policies, procedures and reporting
• Develop a formal campaign plan:• $50m scholarship campaign (FY18 – FY20)• $350m major, comprehensive capital effort (FY20 – FY25)
• Develop and install a donor display in Altgeld
• Identify naming opportunities
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Campaign Next Steps
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• Focused, national engagement activities
o Data driven o Focus on disconnected alumni with wealtho 14,474 alums with capacity in top 10 areaso Total capacity: $3,300,941,713o 80% held by: 8,566 alums
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Campaign Next Steps
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Chicago
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Chicago
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• $1.75b in capacity in the region
• 9k alumnio Northern Suburbs ($420m)o Close Western Suburbs ($264m)o Western Suburbs ($184m)o The City ($215m)o Other areas ($667m)
• Regional Gift Officer
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Chicago
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• Campaign has dual purposes
o Raise support for Scholarshipso Build/Rebuild/Ignite university pride
• Communications firm engaged
o Tom, Dick & Harry – Craft Agencyo Odyssey Scholarship Program
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Communications
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• What’s going on out there:o Giving to public universities is UPo State support is DOWNo Need to shift focus
• What are we doing about it:o University investmento Focusing on unrestricted revenue, scholarshipso Aggressively engaging alumnio Planning mega capital campaign
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Where we’re headed
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• Landscape for NIUo Very young Foundationo Development takes timeo Advancement historically under resourcedo Focus has been on restricted giving – WHY?
• Assets• Total Net Assets = $133 m• Unrestricted Net Assets = $14.5m ($10.4, or 7.8% liquid)• Restricted Net Assets = 89%
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A quick look at us
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• Aspirational programs – thinking past Illinois
• Important aspects:o Very close affiliation with Alumni Associationo Focus on scholarshipso In or planning mega campaignso Entrepreneurial – venture funding, real estate, new
business developmento Building a flexible asset base
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Who we are watching
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• Endowment at $300 m – 25% unrestricted
• Annual Fundraising at $30 million – 50% unrestricted
• Annual Fund at $3 million – 100% unrestricted
• Next campaign at $350 million
• Portfolio of “non-traditional” programs and assets
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Advancement 3.0
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• Shifting focus – not abandoning fundraising for specific/restricted purposes
• Building our capacity to ask for more flexible gifts
• Position NIUF as a stronger strategic partner to the University
• Generate more funds for immediate use
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Making the Shift
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Budget Assumptions80/20
What else?
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Issues/Questions
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Continue the collaborations!
Join us on Giving Tuesday
Tell our story
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How you can help
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We are taking control of our futureStudents are our mission; they are also
the University’s lifeblood.We will ensure access and also aggressively
recruit the best and the brightest.Scholarship support enables our success.
We are endeavoring to raise $50 million to support these efforts.
Please join us.
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Telling our Story
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Thank you!