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					                          MONROE COMMUNITY COLLEGE FOUNDATION
                           PERIOD ACTIVITY REPORT SUMMARY
                             OCTOBER 2003 – DECEMBER 2003



                                 ACCOMPLISHMENTS FOR PERIOD

ALUMNI
    Held Alumni Weekend 2003. Presented six faculty lecturers to over 100 alumni and hosted 200
     alumni for dinner and tours in the new Campus Center. Attendees of Alumni Weekend 2003 are
     being targeted for future alumni involvement and solicitation.
    Secured a $1,000 gift from Holly Anderson, the chair of the Alumni Dinner 2000, in support of the
     MCC Honors Program.
    Completed the training and prospect review steps of the “Classes of the Sixties” campaign segment
     and conducted the first solicitation within this segment that seeks $50,000 from members of the first
     graduating classes.
    Produced Alumni Hall of Fame videos for use at the Salute to Excellence; secured five tables from
     inductees.

ANNUAL FUND
    Successfully implemented Fall phases of direct mail and telemarketing programs.
    Annual giving to date totals $245,979.
    Board participation currently at 54%.

BOARD GOVERNANCE
    Began process of identifying needs for Foundation Board and prospective candidates to serve on
     the 2004-2005 Board.
    Patricia Grover has resigned from the Foundation Board.

CAPITAL CAMPAIGN
    Total gifts and pledges as of December 31, 2003 = $8,069,625.
    Donor Wall installed in north lobby of Campus Center.
    MCC Retirees continue to support campaign in record numbers. New gifts received include a piece
     of art, donated by George Monagan, a bequest from the estate of Alan B. Shaw and gifts/pledges
     from Don Bell, Bud Lesko, Josephine Schwartz, Patricia O’Neill, Chuck Speirs, Earl Tieppo,
     Loretta Kloda and Suzanne McKim
    Private Foundation gifts received from the Thiem Foundation, Rochester Area Community
     Foundation and the Halcyon Hills Foundation.
    Jim Ward, Arnold Klinsky, Howard Konar, Bill Hughes, Jeff Cleary and Dave Mack have
     secured gifts from the business community.
    Paralegal Studies Scholarship fund created with a pledge from Boylan Brown.

DONOR RELATIONS
    Scholarship recipients were asked to write thank you letters to the donor of their scholarship(s).
     A total of 82 thank you letters were received by the Foundation and mailed to the donors in early
     December.

FINANCE/INVESTMENT/AUDIT COMMITTEES
    Approved fourth quarter financial statements ending August 31, 2003.
    Completed 2003 audit with unqualified opinion, no adjusting entries or management letter.
    Investment Committee met with prospective new portfolio managers .
    Met with ETS and Student Services to discuss address changes.
    Completed and submitted CAE report and Endowment survey.
                                                                     Monroe Community College Foundation
                                                                                 Activity Report Summary
                                                                           October 2003 – December 2003




PLANNED GIVING
    Produced the third issue of Ideas to be delivered in early January 2004.
    Promoted and introduced planned giving to MCC retirees via personal solicitations conducted as
     part of Building on Success. Solicitations resulted in $47,500 in immediate gifts/pledges from the
     Thiem Foundation ($30,000), Patricia O’Neill ($12,500) and Charles Speirs ($5,000) and no
     planned gifts.

PUBLIC RELATIONS
    2003 Annual Fund Case for Support package and segmented cover letters produced and mailed.
    The League of Innovation in the Community College requested the MCC Foundation’s 2002-2003
     Annual Report for future posting on its Web site (a PDF was sent).
    Summary of Eastman Kodak Company support provided to SUNY Research Foundation in
     response to their request.
    Alumni Weekend post card campaign produced and mailed.
    Scholars Card produced which accompanies scholarship recipient correspondence sent to
     benefactors.
    Fall issue of Foundations produced and mailed.
    Fall issue of Ideas planned giving newsletter produced and mailed.
    Fall 2003 issue of MCC Nursing alumni newsletter produced and mailed.
    “Forty Under 40” award ad produced recognizing MCC alumnus Scott Adair ’86 (senior manager,
     KPMG LLP); submitted to the Rochester Business Journal.
    Salute to Excellence event promoted via MCC’s scrolling announcements on Time Warner Ch. 4.
    Supporting materials for Salute produced including tickets and program.
    Advertisement for the Rochester Business Alliance Membership Directory designed and submitted.
    Donor Wall guide and post card developed.
    News releases distributed:
        - Thumbs Up to Citibank for grant to the MCC Child Care Center submitted to the Democrat
             and Chronicle’s “Thumbs Up” section.
        - M&T Scholarships Awarded to Three MCC Students.
        - Salute to Excellence (3 releases): MCC Salutes Kodak, Alumni Hall of Fame Inductees,
             Al Roker Serves as Keynote Speaker.
    Media successes:
        - SUNY Research Foundation’s Resource Development News (Oct. 2003) Recent Major Gifts
             to SUNY Campuses section included Eastman Kodak Company’s $1 million to Building on
             Success.
        - Daily Record (Dec. 12, 2003) “Kodak to Receive Salute to Excellence Award from MCC.”
        - Salute to Excellence coverage on News 10NBC, FOX Rochester, WOKR, WHAM, WCMF,
             Democrat and Chronicle, Brighton Pittsford-Post (focus on Alumni Hall of Fame), etc.
    Internal communications:
        - Campus News (November/December) featured “Doug Brown ’67 to be Inducted in Alumni
             Hall of Fame,” “Roker to serve as Keynote Speaker,” and Lecture Series Attracts Alumni.”
        - Salute to Excellence event promoted via the college’s “on-hold” messaging and digital
             signage network.

SCHOLARSHIPS
    New scholarships:
        - Janet Buchanan Smith Endowed Scholarship Fund
        - Charles H. Speirs Scholarship for Wilson Magnet High School students
        - M/E Engineering Scholarship for Mechanical and electrical engineering majors
    First three recipients of the M&T Bank Scholars Program for Rochester City School District students
     met with Carlos Carballada at M&T Bank to thank him personally and have their picture taken with
     him.


                                                                                           Page 2
                                                                   Monroe Community College Foundation
                                                                               Activity Report Summary
                                                                         October 2003 – December 2003


SPECIAL EVENTS
Salute to Excellence – January 13, 2004
     Over 450 guests attended this year’s event.
     Arnold Klinsky – Dinner Chair
     Eastman Kodak Company received Salute to Excellence award.
     Thomas T. Mooney – Tribute Committee Chair
     Eastman Kodak Tribute Committee members:

         Maggie Brooks, Monroe County Executive
         Mary L. Burkhardt, General Manager, Global Sites, Global Manufacturing & Logistics,
           Vice President, Eastman Kodak Company
         Essie L. Calhoun, Chief Diversity Officer and Director, Community Affairs, Vice President,
            Eastman Kodak Company
         Eric A. Evans, Managing Partner, Harter, Secrest & Emery LLP
         R. Thomas Flynn, President, Monroe Community College
         Laurence C. Glazer, Chief Executive Officer, Buckingham Properties LLC/Home Trends
         Brian E. Hickey, Regional President, M&T Bank
         G. Jean Howard, Executive Director, Wilson Commencement Park
         David L. Hunke, President and Publisher, Democrat and Chronicle
         Robert H. Hurlbut, President, Hurlbut Foundation
         Thomas H. Jackson, President, University of Rochester
         Thomas F. Judson II, Chairman & Chief Executive Officer, The Pike Company, Inc.
         Robert L. King, Chancellor, State University of New York
         David H. Klein, Chief Executive Officer, Excellus BlueCross BlueShield
         John A. Martin, President, Roberts Wesleyan College
         Samuel J. Martin, Partner, PricewaterhouseCoopers LLP
         Stephen C. McCluski, Senior Vice President & Chief Financial Officer, Bausch & Lomb, Inc.
         Timothy R. McCormick, President, Unity Health System
         Deborah McLean Quinn, Partner, Nixon Peabody LLP
         Robert A. Miller, President, Nazareth College
         Paul M. Nasipak, President, Hatch Leonard Naples, Inc.
         Albert J. Simone, President, Rochester Institute of Technology
         Ingrid A. Stanlis, Partner, KPMG LLP
         E. Malcolm Wolcott Jr., Senior Vice President, JP Morgan Chase
         Paul Yu, President, SUNY Brockport
    Seventeen (17) company-named student scholarships established through event sponsorships.
    Salute to Excellence Sponsors:
         Bausch & Lomb, Inc.                          $5,000
         DiMarco Constructors LLC                     $5,000
         Excellus BlueCross BlueShield                $5,000
         HSBC Bank USA                                $5,000
         Campus Center Design Team                    $4,000
            (M/E Engineering, SWBR,
             and Parrone Engineering)
         Clark Patterson Associates                   $2,500
         Democrat and Chronicle                       $2,500
         Frontier                                     $2,500
         JP Morgan Chase                              $2,500
         M&T Bank                                     $2,500
         Nixon Peabody LLP                            $2,500
         Rochester Gas and Electric                   $2,500
         Buckingham Properties/Home Trends            $1,000
         Brown & Brown of N.Y., Inc.                  $1,000
         Finger Lakes Brace Company                   $1,000
         Flaum Management                             $1,000
         Harter, Secrest & Emery LLP                  $1,000
                                                                                         Page 3
                                                                        Monroe Community College Foundation
                                                                                    Activity Report Summary
                                                                              October 2003 – December 2003


            Hatch Leonard Naples, Inc.                  $1,000
            Hurlbut Foundation                          $1,000
            Konar Properties                            $1,000
            KPMG LLP                                    $1,000
            Nazareth College                            $1,000
            The Pike Company                            $1,000
            PricewaterhouseCoopers                      $1,000
            RIT                                         $1,000
            Roberts Wesleyan College                    $1,000
            SUNY Brockport                              $1,000
            Unity Health System                         $1,000
            University of Rochester                     $1,000
            Wilson Commencement Park                    $1,000
            Xerox                                       $1,000
          Keynote Speaker Underwriter
            Eastman Kodak Company                      $11,000

 Gold Star Gala – May 15, 2004
     Preparations started for this year’s event, to be held again at Monroe Golf Club.
     Solicitations for auction items in progress.
     Diana Lauria and John Lovenheim – Gala co-chairs.
     Committee Members: Kimberly Canfield, Susan Salvador, Valarie Avalone, Rosanna
         Condello, Elaine Michael, Trina Marquez, Matthew Fox, Joyce Medwin, Sherry
         Parks.



                                             OBJECTIVES
                                       JANUARY 2004 – APRIL 2004

ALUMNI
        Secure $50,000 in campaign pledges.
        Complete PTK, Classes of the Sixties and Hall of Fame campaign segments.
        Host an outstanding alumni luncheon.
        Bring 30 alumni to campus to assist with Welcome Day

ANNUAL FUND
        Continue direct mail and telemarketing phases of Annual Fund 2003-2004.
        Concentrate on fulfillment of all pledges.
        Work with Board to realize 100% participation.

BOARD GOVERNANCE
        Select, invite and orient prospective candidates to serve on the 2004-2005 Board.

CAPITAL CAMPAIGN
        Presidential Scholarship proposal submitted to a minimum of six private foundations.
        Complete six remaining Leadership Division solicitations.
        Parent Challenge grant to yield a minimum of $10,000.
        Close on 8 pending proposals to business campaign prospects to yield a minimum of $70,000.
        Complete 6 remaining major gift division asks.



                                                                                             Page 4
                                                                         Monroe Community College Foundation
                                                                                     Activity Report Summary
                                                                               October 2003 – December 2003


DONOR RELATIONS
         On-going communication with scholarship donors as second semester scholars are named.
         Develop E. Kent Damon Lifetime Giving Society plaque.
         Plan and preparation for Scholarship Reception on Tuesday, April 20.
         Plan an event for past Board members.

FINANCE
         Continue clean-up process for duplicate records in ADS to work towards migration to Banner.
         Complete fourth quarter Investment Activity Report.
         Transfer monies in investment accounts to achieve target asset allocation.
                                                              th
         Transfer scholarship funds to College by January 16 , 2004.
         Work on cash flow allocation with VP of Budgeting.

PLANNED GIVING
         Host the Alice Holloway Young Society luncheon.
         Follow up on planned giving leads secured via Ideas.
         Organize the first meeting of the planned giving committee.

PUBLIC RELATIONS
         “Foundation Fridays” essay submitted on behalf of President Flynn for the February issue of the
          Monroe Doctrine; essay conveys importance of student participation in the Building on Success
          campaign.
         Submit nomination of Wayne Gilman to ESL Jefferson Awards.
         Distribute press releases announcing major gifts (e.g., Thiem Foundation, Warshof Conference
          Center, Radiologic Technology collective, etc.).
         Communications plan developed and executed for Gold Star Gala (May 15 event).
         Production of the spring issue of Foundations.
         Production of the spring issue of Ideas, the planned giving newsletter.
         Donor Wall guide and associated mailings produced.
         Develop communications plan for Scholarship Open (July 19 event).

SPECIAL EVENTS
Gold Star Gala
    Continue soliciting auction items from MCC family.
    Renew previous underwriters, solicit new event sponsorships
    Continue planning all aspects of the event.
     th
20 Annual Scholarship Open
   Renew all sponsorships.
   Solicit underwriting prospects
   Begin day of event preparations.




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