NETWORK OF CALIFORNIA COMMUNITY COLLEGES by CZymkq65

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									  NETWORK OF CALIFORNIA COMMUNITY COLLEGES
      INSTITUTIONAL DEVELOPMENT SURVEY
                                  June 2004

70 Respondents Number of Responses and Averages are in Red. Not all
responded to all questions.

General Research Areas:

Governance and Management

1. Is your foundation a:   33 501(c)3 independent corporation
                           34 501(c)3 auxiliary corporation
                            part of the College, i.e. Development Office
                            2 are Not a Foundation or Development Office

2. What year was your Foundation founded? __Average 1980_________

3. How many Full Time Equivalent Students are enrolled annually in your
   College? __Ave 10,960________________

4. Are you located in an  urban, 26
                          suburban or 25
                          rural area? 15

5. Please define the current composition of your Board of Directors.
   Total number of your Foundation Board of Directors ____Ave 24_________
       College/District Board of Trustees ________________
       Ex-Officio members _____________________
       Administration _____________________
       Faculty _______________________
       College Staff _____________________
       Students _____________________


6. Do you currently have a  2 Legislative committee
                             50 Executive committee
                             28 Budget committee
                             52 Investment committee
                             46 Nomination committee
                             5 Real Estate committee
                             24 Planned Giving committee
                             23 Development committee
                             17 Campaign committee
Other Committees?___________________________________________
Board Development, Special Events, Grants, Alumni, Golf, Arts, Marine, Pres.
Circle, Non-Philanthropic, Tech, HR, Marketing
7. Foundation Director reports to:  8 Foundation Board President
                                    31 College President
                                    22 Both
                                    20Other_VP, Dean_________________

8. Do you have an active Alumni Association?  18 yes      21 in planning
 27 no
        12 Under Foundation      1 Under Student Affairs
  4 Independent

       How is it funded?     7 Self         4 Foundation
                             District       2 Other
   How many members? ___Ave 400_____________________

9. Do you have an integrated Institutional Advancement structure?
      25 yes                  40 no
   Including:
      21foundation         18grant seeking  15public information
      2enrollment          14marketing           17public relations
      14events             15development         other_________
     Government Relations, Outreach
___________________________________________________

10. Does your Foundation have a strategic plan?          42yes      27no
    If yes, did you use a consultant to develop the plan?       13yes
  no

    What time period does it cover?       21 1 to 3 yrs
                                          20 3 to 5 yrs
                                           5 to 10 yrs          +10 yrs

11. Do you have Board of Director Retreats?           41yes        no
      How often?             24once a year                     1twice a year
                             3biannually                      13sporadically

12. Does all campus fundraising go through the Foundation?         32Yes
                                                               36 No
     How does this affect you?____________________________________
Answers ranged – no effect, workload issue, frustrating, Ideal, difficult, workable

13. How many volunteers support the work of your Foundation?
    351-25               1626-50           1151-100
    2101-200
    2201–more                           varies____________________
Policies

1. Do you have formal policies for:
    20Personnel
    18College-wide fund development
    54Investment/asset allocation
    29Spending (from an endowment)
    49Gift acceptance
              25Planned Giving
              22Real Estate
              36Scholarship
             29 In-Kind
   Other _________________________________________________
   ______________________________________________________
Board of Directors Development, Non-Phil, Financial Ops & Acct, Endowments,
Acknowledgements

Staff and Personnel

1. Total number of staff ___Ave 3.3______
         number of full time __Ave 2.7_______
         number of part time __Ave 1.9_______
         student help (not counted above) __43 total (one Fnd had 20)_________

2. Please provide staffing details in the chart below:
   Type of Employee:       1= Full Time       1/2 = Part Time     St = Student
   Position: Descriptor of task assignments
   Actual Title: Current Title of Record
   Salary Range:
   A = $0-15K       B = $15-25K C = $25-35K D = $35-45K              E =$45-55K
   F =$55-65K      G = $65-75K H =$75-85K             I = $85-95K   J= $95-105K
   K = $95-105K L=105+K
   Funding Source:
   F = Foundation Funded C = College Funded
   O = College and Foundation Funding
   Experience:
   Number of years in Community College fundraising

 Type of        Position        Actual Title (if   Salary   Funding    Years in
Employee                          different)       Range     Source      CC
                                                                      Fundraising
           Example:
    1      Executive Director   Dean for             E        F           5
                                Institutional
                                Advancement
           Executive Director
           Annual Fund
           Director
           Administrative
           Assistant/
           Secretary
           Major Gifts
           Officer
           CFO, Professional
           Accountant
           Data Systems
           Person
           Alumni
           Association
           Director
           Planned Giving
           Officer
           Grants Writer/
           Director
           Events Manager
           Accounting Tech




           Other


See Spreadsheet
Endowments/Gift Fees

1. Do you have a permanent Endowment Fund?  67yes  no

2. What was the value of the endowment at June 30, 2003 or your year end
   Permanently restricted $__Ave 2.7 mil___________ (corpus/gift value)?
   What portion of your endowment funds unrestricted purposes? 0-100%
__________

3. Who manages the Endowment Fund?
See List on last page______________________________

4. What is the Management fee schedule?_
unkown____________________________

5. What percent do you spend annually from the endowment fund?
Ave 4.2%_________

6. Do you charge a gift fee?    9yes        no    %1-10%___________
   Only on major gifts?         6yes       no   %10-15%___________
   Only on endowment gifts?  7yes          no   %1-10%___________
   All gifts over $_____________________________________

Other____________________________________________________________
Between .75 –10% on various criteria




Fund Raising

1. What total dollar amount did you raise during:
    2002-2003 $ Ave 1,110,000 Total 64.5 mil_______________
    2001-2002 $_Ave 925,000 Total 45.3 mil______________
    2000-2001 $_Ave 794,000 Total 33.4 mil______________

2. What are the amounts in the categories of gifts that you track?

       18President’s Council $ 1-420,000
       10Annual Fund Direct Mail $_1-75,000______
       13Major Gifts $ 1-3.8 mil
       2Annual Fund Telemarket $_1-250,000______
       11Planned Gifts $1-6.4 mil      ____
       15Total Annual Fund (Including
      President’s Council) $_1-2,000_____
       11Grants $        1-900,000 _________
       2Swap Meets (net) $_1-2,000_____
       8Capital campaigns $1-3 mil______
       20Events (net) $_1-430,000________
       3Academic grants $__1-300,000____
       24Scholarships $__1-5 mil____________
       7Sponsorships $__1-1.7 mil______

       Other_________________________________________________


3. Is your Foundation     7currently conducting  2completing
                           planning
       a major capital campaign?
   Raised/To Date $ _______________________
       What is/was the goal(s)?_______________________________________
 Up to 100 million
       How long is/was the campaign?________________________________
? – 4 years
       What % or $ are/were planned gifts? ______________
       What is/was the purpose(s) in $ or %:Responded ‘yes’
       5Capital ___________             6Endowment___________
       3Scholarships___________               7Building(s)____________
      5Equipment_____________             2Part of a building__________
      Athletic or similar facility___________
   Other 3_______________________________________________________

4. Do you have a Planned Giving program?        38yes         no
       Who manages it?              ED            Assistant ED
                                    CFO           Volunteer
                                    Committee  Other __________
       What planned giving software do you use? ___________________
       16 = Crescendo 1 = FoxPro 1 = Lawyer 2 = PC Calc
        Do you belong or plan to join the CCLC/NCCCF Gift Annuity
       Program?__26_______ If joined, total $ so far?
10,000-500,000_________ # of gifts 12 colleges        44 gifts____

5. What software program do you use for your donor database? __________
   ___________________________________________________________
Raisors Edge =14, DonorPerfect=8, DonorWorks=2, Datatel=2,
1 user each of $EAS, Access, East, Exceed, Excel, Filemaker, iMIS, Paradigm,
Viking

6. Do you use an integrated software accounting system with your donor
   database?
    10yes  no If so, what software? _Raisors Edge, Mirasoft, Great Plains,
Datatel________________

7. Do you complete the annual CAE Voluntary Support of Education Survey?
     10yes  no

8. Have you ever submitted data for a CASE award?      4yes  no


Finance and Accounting

1. How are the Foundation operations funded?
       14Self            8District                 21Combination
   Give % by District _10-100%______________
   Contributions __0-100%_________________
   Other Sources ____________________

2. What is your annual operational budget?
   2002-2003 $_Ave 234,000___________
   2001-2002 $_Ave 274,000___________
   2000-2001 $_Ave 183,000___________


3. What was the total Foundation Net Asset Balance at the end of the Fiscal
   year (across all Funds)? ______________________________________
Average 4.3 mil
   Of this total amount:
   How much is unrestricted? %________ or $ Ave 388,000__________
   How much is temporarily restricted %__________ or $ Ave 1.2 mil__________
   How much is permanently restricted %___________ or $ Ave 2.6__________
( yes,
   this is the same $ as Endowment question 2)
  These categorical totals are usually found in the Audit report.

  This is the balance for the total organization across all funds.
  What was the Foundation Fund Balance at year-end?
   2002-2003 $_Ave 4.3 mil___________
   2001-2002 $_Ave 3.7 mil___________
   2000-2001 $_Ave 3.6 mil___________

4. What college support do you receive for the development function?
If supported
      Office Space $ or % _____100%_______________
      Utilities $ or % ___100%____Telephone % or $ _100%______Postage %
or $ _____
      Furniture $ or % ___100%_______________
      Equipment $ or % ___100%_______________
      Staff Salaries $ or % _____varied_greatly________________
      Staff benefits $ or % _____varied_greatly_______________
      Other Please specify: ____________________________________




5. What is the structure of your accounting function?
    13College Accounting Staff
    17Foundation Staff
    4Outsourced
   Combination of the above___7________________________________

6. Do you complete an annual outside audit?             34yes                2no
   Is it required by the District?                      28yes        6no
   Who pays for it?
         11District          26Foundation           Other_________________




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     Survey of any worth. Thank you for making this possible

Endowment Managers answers

Alliance Bernstein
Assorted small firms
Bank
Bear Sterns
Board of Directors/Directors
Commonfund
Deloitte Touche
District
ED
Edward Jones
Frank Russell
Green Oak
Guardian
Investment Committee or Managers
Lincoln Financial
Mechanics Bank
Merrill Lynch
Morgan Stanley
Payden-Rygell
Putnam
Smith Barney
Trust Bank
UBS
Wachovia
YCM Net

								
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