EWU Mission. EWU expands opportunities for personal transformation through excellence in learning. Advancement Mission

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1 EWU Mission EWU expands opportunities for personal transformation through excellence in learning. Advancement Mission Advancement builds a compelling case for choice and support of EWU among its constituents by communicating and advocating for the university s distinctive regional position, role and contributions, thus forging relationships and securing commitments required to advance the institution s mission and priorities. 1

2 Select Advancement Highlights FY16 EWUF revenue was $5.6 million, an all-time high Inspire Awesome Scholarship Campaign, launched FY16, with results totaling more than $1.8 million towards endowments and pass-thru awards, on track for three-year goal of $5 million. EWU Foundation endowment is an all-time high of $20.2 million. EWUF scholarship support via endowments & pass-thru awards were highest 2-yr total ever in FY15 & FY16 totaling $925k & $911k. Generated $274k during inaugural Giving Joy Day in support of scholarships, $324k total. 2

3 Current Advancement Priorities & Vision 1) NEW WEBSITE: Complete best-practice redesign focusing on student recruitment & external engagement Vision: To have a remarkable story-telling tool that generates emotion, interest and engagement with EWU 2) IMAGE CAMPAIGN: Invest in a focused marketing effort that promotes EWU s vision, programs and success in support of student recruitment, the strategic plan and fundraising. Vision: To increase awareness in such a way that compels respect for, advocacy of and engagement with EWU 3

4 Advancement Priorities & Vision 3) FUNDRAISING CAMPAIGN: Planning & preparation for a comprehensive campaign in support of university s strategic plan Vision: To generate record levels of financial support for scholarships, programs and the priorities of EWU 4) COLLEGE SUPPORT ENHANCEMENTS: Increased engagement w/ deans, chairs, faculty and staff in support of college goals Vision: To have amazing college partnerships that elevate each college s relationship with alumni, donors and the community 4

5 DIVISIONAL BUDGET OVERVEW 5

6 Advancement Includes VP Office & Advancement Services Operating Budget is $47k Over 200k Records Maintained by 1 Staff & 2 Students Our 8 Development Staff Supported by 1 Researcher & 2 Students Over 11,000 Gifts Entered Annually by 1 Gift Entry Staff & 1 Student Over 1,300 Vouchers Processed by 1 Part-Time Staff 6

7 Development Eight Fundraising Staff Operating Budget of $105k o Travel o CASE Membership o Printing & Equipment Lease o Phones o Supplies The EWU Foundation Currently Provides an Additional $55k To Support Travel & Cultivation Activities 7

8 Alumni & Annual Giving Five Staff Include: o Director o Alumni Relations (2) o Annual Giving (2) Operating Budget of $93k Annual Giving o Direct Mail Pieces Annually to 15k+ Households o 12 E-Solicitations to 41k+ Individuals Telefund o Employs Students During Year o Students Called 50k Alumni Connecting w/ 9k+ Alumni Event Travel 8

9 MarCom Ten MarCom Staff Total Operating Budget of $197k o $95k Goes to Magazine (78k base, 2 issues per year) o $27k Students, Equipment, Supplies o $75k Goes to Mass Marketing Efforts for University Sponsorships Print/Radio/TV Digital Advertising Primarily a Service Unit in Support of Campus Units o $225k spent annually via divisional/unit budgets o Not MarCom budget 9

10 EWU FOUNDATION OPERATING SUPPORT CONTEXTUAL OVERVIEW 10

11 Foundation Basics Foundation Fiduciary Responsibility & Leadership Involvement Annual External Audit (CLA & EideBailly) Account Management o > 98% $$ is Restricted < 2% $$ is Unrestricted o > 300 Temp Restricted > 200 Perm Restricted 2 Unrestricted o Reports & Data Website ( o Annual Audit & 990 s o Monthly Endowment Performance o Most Recent Annual Report o Strategic Plan o Policies o Procedures & Forms 11

12 EWUF Budget for Fundraising Support FY17 ACTUAL: $241k FY18 PROPOSED: $315k Database Management: $80k Printing/Annual Giving: $20k Travel/Cultivation: $55k VP/Dean Discretionary: $ 6k Public Relations: $15k President s Fund: $50k Legislative Relations: $ 3k (New) Data Base Cost Increase: $ 5k (New) Provost Discretionary: $10k (New) Add to Travel/Cultivation: $71k 12

13 INVESTMENT REQUEST IN SUPPORT OF FOUR ADVANCEMENT PRIORITIES 13

14 Web Site Redesign ( Not Filling Two Vacant Positions Thus Reducing Team by Two o Assisting Academic Affairs Needs o Net Savings: $97K base salaries (doesn't include benefits) Reclassifying Existing Position o Net $20k back to Academic Affairs Budget Request o 1-Time Funding to Fund Website Development Request: $40k One-Time 14

15 Image Campaign Higher Education Marketing Context o EWU Spends $300k Annually ($225k/$75k) o In-State & National Efforts Last Image Campaign Cost/Strategy Overview o 2009 Big Careers Campaign Budget (handout) o Planning Initiated & Will Complement Emerging Strategic Plan Early Stage Funding o Utilizing $60k from Existing Advancement Base Reserves Additional 2-Year Investment for Full Image Campaign o Request: $300k $150k per year 15

16 Campaign Prep Recommending Allocation of Additional $71k within the EWU Foundation Budget Towards Travel for Gift Officers This Will Free Up Resources on State Side Budget for Infrastructure Reinvestment The Net Impacts o Net Impact to State Budget: $0 o Net Impact to EWU Foundation Budget: + $71k 16

17 College Fundraising Model Enhancements Allocate Existing Funding in Support of: o Staff & Dean Training Opportunities o Marketing Collateral o Travel o Cultivation Activities 17

18 Total Requests One-Time Funding o $300,000 o $40,000 Image Campaign ($150k per year) Website Development 18

19 ADVANCEMENT BASE BUDGET PERSPECTIVE 19

20 Comparative Advancement Funding as % of Overall University Budget Campaign Median Campaign Median, 2.68 Non-Campaign Median Non-Campaign Median, 2.51 Masters Median Masters Median, 2.12 Public Mean Public Mean, 1.89 Public Median Public Median, 1.75 EWU EWU, CASE: Benchmarking Investments in Advancement, March

21 What If EWU Advancement 1.44% $3.17 mm Public Median: 1.75% $3.83 mm ($660 k) Public Mean: 1.89% $4.14 mm ($970 k) Masters Median: 2.12% $4.64 mm ($1.47 mm) Non-Campaign Median: 2.51% $5.49 mm ($2.32mm) Campaign Median: 2.68% $5.86 million ($2.69 mm) Based upon EWU total budget of $218 million 21

22 Our End Goal Is To do all we can to support our students and campus; Not to match any of the figures shared, but simply to gain on them. Thank You 22