University Advancement Board of Trustees Orientation Dr. Kyle Marrero

Impact on UWF SCHOLARSHIPS Over $1 million in scholarship support to 924 students in FY12. (1,037 scholarships awarded) Departmental/Colleges, First Generation Scholarships, Need Based Scholarships, Merit Based and Pensacola Pledge Scholars FACILITIES SSE Building, College of Business, Athletic Facilities, Archaeology Institute, BEST House, and Japan House PROGRAMMATIC SUPPORT Especially for programs of regional need (e.g. education, engineering, hospitality, and nursing)

Relationship of UWF Foundation and the University UWF has three Direct Support Organizations (DSOs): -UWF Foundation, Inc., West Florida Historic Preservation, Inc. and UWF Business Enterprises, Inc. UWF is organized into five Divisions: - Academic Affairs, Administrative Services, President’s Division, Student Affairs and University Advancement Division of University Advancement includes 34 staff members: - Advancement Services- Alumni Relations - Development - UWF Foundation - Shared support staff - Marketing & Creative Services, Public Relations

Major Areas of Development Annual fund Major gifts Planned gifts Prospect research Stewardship Donor recognition Communications

UWF Foundation, Inc. To encourage, solicit, receive, and administer gifts and bequests of property and funds for scientific, educational and charitable purposes, all for the advancement of The University of West Florida and its objectives to promote and support education. To provide private funds for use in the furtherance of the education and welfare of The University of West Florida and its faculty and students. To do and perform any acts and expend its funds in any manner which the Board of Trustees shall determine will be beneficial to education and the University. Jeffrey Djerlek Director UWF Foundation, Inc. Sheri Pope Executive Director UWF Foundation, Inc.

Total Gifts to UWF Foundation (Including In-Kind)

UWF Foundation Investment Pool (Endowed & Non-Endowed Invested Assets)

Annual Fund Kenda Hembrough Annual Fund Manager Focuses on smaller, annual gifts (< $10,000 at UWF) Promotes habit of giving; forms foundation for major gifts program Tools: direct mail, phone solicitations, some personal visits First time in UWF HISTORY: 53% Faculty/Staff Participation in Annual Giving FY 12! All Boards 100% participation

Annual Fund (Gifts of < $10,000)

Nautilus Society Membership (Gifts of $1,000 or more within fiscal year)

Major Gifts Focuses on major, institutional-changing gifts ($10,000 and greater at UWF) Based on long-term relationship building Tools: prospect research, engagement, personal visits (President, Deans, Board Members, etc.) Dr. Kyle Marrero Vice President University Advancement Martha Lee Blodgett Assistant Vice President Advancement Gretchen VanValkenburg Executive Director Development & Alumni Engagement Aaron West Associate Director Development Brett Berg Assistant Director Athletics Development

Matching Gifts Opportunities The State of Florida Major Gifts Program matches endowment gifts of $100,000 or more: The Alex P. Courtelis Program matches gifts made for approved, priority university facilities on a dollar for dollar basis. GiftState of Florida Match $100,000-$599,99950% $600,000- $1,000,00070% $1,000,001- $1,500,000 75% $1,500,001- $2,000,00080% $2,000,001 and above100% X All Programs Currently Suspended !

Planned Gifts TOOLS Charitable/ planned giving newsletters Working with advisors Donor recognition Personal visits COMMON PLANNED GIVING VEHICLES Bequests Charitable gift annuities (CGA) Life insurance Charitable remainder and charitable lead trusts (CRT and CLT) 60 Heritage Club Members: $19.5 Million

Stewardship/Donor Recognition STEWARDSHIP On-going communication with past donors Annual donor dinner Student thank you notes Scholarship & Loyalty luncheons DONOR RECOGNITION Nautilus Society Heritage Club Cumulative Giving Societies Campaign leadership gift recognition

50 th Anniversary Campaign “It’s Time!”

The Capital (Comprehensive) Campaign An institutional effort to raise a specific amount of money for a specific purpose in a defined period of time. Currently in the feasibility phase – testing the dollar amount

Campaign Strategic Directions Scholarships Faculty Enhancement/ Development & Support Academic Program Enhancements/ Student Success Athletics

How are we doing so far? Gifts, Pledges, Planned Gifts: $10,325,003

Next Steps July - November Continue prospect briefings Hold first committee meeting Send out “Pave the Way” letters Begin scheduling interviews Conduct interviews Analyze results Write report Committee meeting Review report Make recommendations to university

Alumni Relations Missy Grace Director Alumni Relations Alesia Ross Coordinator Alumni Services & Programs Cynthia Austad Coordinator Alumni Relations

67,000 Alumni Representing all 50 states and over 50 countries 35,000 in NW FL / 27,000 in three counties 8 Established Chapters with Annual Events Pensacola, Emerald Coast. Tallahassee, Jacksonville, Orlando, Tampa, Atlanta, and Washington D.C. Affinity Programs: PenAir Federal Credit Union & GEICO Alumni Grant Program $105,000+ awarded to faculty, staff and students Annual Alumni Awards Program Annual Alumni Golf Tournament - supports scholarships Two Student Organizations Student Ambassadors Student Alumni Association (SAA)

Branding Awareness & PR Media Relations External / Internal Communications Emergency Notification Megan Prawdzik Director Public Relations Sabrina McLaughlin Executive Director Marketing & Creative Services, PR

How Can You Help? Tracy Miller Public Relations Assistant

How Can You Help? Board Goal and Giving Expectation: 100% participation at a level that is meaningful and appropriate to each member with a minimum goal of Nautilus Society Member ($1000 or greater) during the fiscal year.

Why Give? Gifts to the University of West Florida are critical to the success of our students, our community and beyond. With ever-decreasing state support, private contributions help make up the funding gap and assist the university in delivering high quality programs for our students as they strive for and attain excellence in order to address the needs of our region, our state and beyond. Your gifts may also inspire others to give. When applying for grants or corporate gifts, the percentage of board participation is often a routine question in the application or gift process. Participation makes a difference both internally and externally.

Annual Giving Gifts that are typically made on an annual basis during the current fiscal year – July 1 to June 30. UWF considers gifts to be annual if they are less than $10,000. Most annual gifts are made from the donor’s income. The Nautilus Society is UWF’s annual giving club that recognizes those who make an annual gift of $1000 or greater. Donors may pledge an annual gift amount for the fiscal year and make payments throughout the year (monthly, quarterly, etc.) The annual giving program is most often the catalyst that brings alumni and friends to the level of major giving and/or gift planning.

Major Giving & Endowment Gifts UWF considers major gifts to be those that are greater than $10,000. Donors typically make a pledge commitment for a major gift and then make routine payments on the pledge over a designated period of time (usually 3 to 5 years). Donors may create named endowments for a gift of $20,000 or more (may be paid over a period of up to five years). Most major gifts are made from the donor’s assets. Board members and donors who have committed to a major gift and are routinely making payments on their pledges are considered to be current and participating donors during the current fiscal year.

The Greater Good How Philanthropy Drives the American Economy and Can Save Capitalism – Claire Gaudiani Most people think that Americans are generous because we are rich. The truth is that we are rich, in significant part, because we are generous. In annual basis, yearly, not-for-profit organizations spend approximately $700 billion in cash. Representing about 8 percent of the US economy. Generosity is not a luxury in this country. It is a cultural norm, a defining characteristic of our successful economy and our reasonably successful society.