1. SPRING CROSS TRAINING SPRING 2015

2. FOUNDATION MISSION The DSC Foundation is a direct support organization of Daytona State College founded in 1974. Its purpose is to provide financial assistance to students as well as funding for faculty, programs, and capital support. It fills the critical needs that are beyond the scope of the college’s regular budget. 2

3. FOUNDATION HISTORY The Daytona State College Foundation is a not-for-profit, Internal Revenue Code 501(c)(3) corporation to serve as a direct support organization of the College. It was formed in 1974 and remains exclusively to benefit the educational endeavors of the College. The Foundation embraces the concept of the College mission as adopted by the District Board of Trustees and has provided financial assistance to students, as well as funding for critical needs, that are beyond the scope of the College's budget, which directly or indirectly benefits students. Management of Foundation affairs is vested with a self-perpetuating Board of Directors from the community that the College serves. Directors receive no compensation for their services. 3

4. 4 Foundation Board of Directors

5. ROLE OF FBOD MEMBERS Committed to mission and goals Knowledge of college programs and alert to possible partnership opportunities Ambassador and active advocate for DSC Participate in college and Foundation activities To contribute or seek contributors for underwriting projects, scholarships and endowments 5

6. AGENDA Scholarships Annual Campaign Alumni Relations Special Events Finance & Investment Strategy Who’s Who? 6

7. SCHOLARSHIPS Three types of Scholarships  Unrestricted  Very hard to raise  Temporary Restricted  For a specific course of study, etc.  Endowments  Never spend the principle  Spend the interest and dividends  2014 - over $850,000 to 1050 students  Web-based applications  Scholarship selection committees (volunteers) review student applications  Volunteers always needed 7

8. SCHOLARSHIP PROCESS Pre-Awarding: Scholarships announced every semester Online application Student eligibility based on student information matching with donor criteria Marketing includes:  Text and voice messages D2S  E-mails  Posters/Flyers distributed at all campuses Post Awarding: Scholarship Application review by Faculty/Staff Volunteers Scholarship Awarding Student thank you notes Acknowledgement to Donor of Funds allocated to students Donor Appreciation Luncheon 8

9. ANNUAL CAMPAIGN Employee Giving Campaign  Every April  Payroll Deduction Opportunity Annual Campaign  Every November  Each year we conduct an Annual Fund Campaign directed to board members, trustees, alumni, faculty, staff and the general public using direct mail, social media, etc. 9

10. ALUMNI RELATIONS  Newly re-formed  Board of Directors  Suzette Cameron, President  Activities  Athletic  Cultural  Alumni Outreach  Welcome Letter, with decal  Brick Opportunity; Letter ‘To the parents of...’  Database Clean-up  Addresses (mailing and e-mail) updated 10

11. SPECIAL EVENTS Annual Gala  Largest fundraiser, annually  2015 Honoree: Bobby Thigpen  Board member, Former Chair Kiwanis “Score One For Kids” Golf Tournament  Partnership Event; Every April W.I.S.E. (Wisdom In Senior Education)  Every Tuesday 11

12. EVENT SCHEDULE: FUNDRAISING VS. FRIENDRAISING DSCF Event Schedule - Working Draft JanFebMarAprMayJunJulAugSepOctNovDec WISExxxx xxxx Donor Appreciation Reception x Luncheon - CWM x Employee TY Breakfast x Scholarship Selection Committee Breakfast x Margaret Crumley Award / Convocation x Employee Campaign x Golf Tournament - Kiwanis x Graduate/Alumni Letter x Graduation Opportunities x Brick Campaign x Alumni Event x Gala x Annual Appeal x Holiday Cards x Holiday Reception - WISE x Holiday Reception - Alumni x 20th Anniversary Dental Program x x 12

13. FINANCE & INVESTMENT Invest and manage the Foundation’s financial assets according to established policy; Recommend investment and spending policy to the Board; Determine annual amounts available for scholarships and program support. Review the investment policies every year or if needed when the markets change radically 13

14. DONATION PROCESS Simple, 3 page Agreement Endowment:  Minimum donation of $10,000 Named Scholarship:  Minimum donation of $2,500  In Memory; In Honor; EMT example Types: One-time donation Pledges Sponsorships In-Kind 14

15. FUNDING Donations  Scholarships  Program & Facility Support  Endowments  Matched Gifts  Annuities  Bequests / Planned Giving options Special Events Partnerships  Kiwanis Golf Tournament Annual / Employee Campaigns Utilization of Marketing Opportunities 15

16. New Marketing Initiative DSC/Foundation Magazine  Touchpoint Alliance partnership  Three print magazines p/year - All e-versions - One mobile capable Show Prototype 16

17. THANK YOU! QUESTIONS? COMMENTS? Who’s Who  Randy Amil, Student Worker- 3195  Kay Burniston - 3658  Judy Haydt- 3110  Kendra Payne- 4506  Jackie Pappas- 3407  Kent Ryan- 4801 17