ROLLINS COLLEGE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT

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					                                ROLLINS COLLEGE
                                         Winter Park, Florida




                      VICE PRESIDENT FOR
                 INSTITUTIONAL ADVANCEMENT

                                 POSITION SPECIFICATION

                                                 Prepared by
                                               WITT/KIEFFER


                                                January 2007




           This position specification is intended to provide information about Rollins College and
the position of Vice President for Institutional Advancement. It is designed to assist qualified individuals in
                                     assessing their interest in this position.
Rollins College                                             Vice President for Institutional Advancement


THE OPPORTUNITY

Reporting to the President, and serving as a key member of the cabinet, the vice president for
institutional advancement (VPIA) will be expected to expand the resource base and broadly
promote the institution regionally, nationally, and internationally. Rollins is seeking candidates
whose portfolios demonstrate an entrepreneurial nature reflected in their exceptional prospect
relationships, successful solicitations, and engaged donors. The directors of development,
planned giving, donor and external relations, alumni relations, advancement services, and
foundation relations report directly to this position, which oversees 31 staff and a budget of
$2.5 million.

As one of America’s premier comprehensive liberal arts colleges located along the shores of
Lake Virginia in the city of Winter Park, Florida, Rollins educates students for global citizenship
and responsible leadership, empowering graduates to pursue meaningful lives and productive
careers. Rollins’ 3,500 students enjoy small classes, personal interaction with an outstanding
faculty, and a lush 70-acre campus with a range of amenities including the 75,000-square-foot
Alfond Sports Center and the Cornell Fine Arts Museum.

Rollins is composed of three academic divisions: the College of Arts & Sciences, which serves
traditional full-time undergraduate students; the Hamilton Holt School, the College’s evening
division which serves both full- and part-time undergraduate and graduate students; and the Roy
E. Crummer Graduate School of Business, which serves both full- and part-time MBA degree-
seeking students. Rollins ranks NUMBER ONE among 121 Southern master’s-level
universities in the annual rankings of "America's Best Colleges," released by U.S. News & World
Report. This is the third consecutive year Rollins has garnered the top spot in this category. The
Crummer School is ranked among the finest graduate business programs in America (currently
#1 in Florida and #37 in the nation). Rollins employs 200 faculty and 470 staff in a wide variety
of disciplines and occupations.

The ideal candidate will have a broad portfolio of fundraising and leadership accomplishments,
at least 10 years of progressive experience, including a major capital campaign and alumni
relations, and a commitment to liberal arts education. A master’s degree is preferred.

For information regarding a nomination or expression of personal interest in this position, please
see the section entitled “Procedure for Candidacy” near the end of this document.




WITT / KIEFFER                                                                                        1
Rollins College                                              Vice President for Institutional Advancement


OVERVIEW OF THE COLLEGE

Founded in 1885 by New England Congregationalists who sought to bring their style of liberal
arts education to the Florida frontier, Rollins has achieved consistent national recognition as one
of America’s premier comprehensive liberal arts colleges. Today, Rollins students enjoy small
classes, personal interaction with an outstanding faculty, and a lush, 70-acre campus with a range
of amenities including the 75,000-square foot Alfond Sports Center, the state-of-the-art Cornell
Campus Center and much more.

Located along the shores of Lake Virginia in the city of Winter Park, Florida, Rollins is regarded
as one of the most picturesque college campuses in the country. It's impossible to walk Rollins'
tree-lined campus, stroll along the Walk of Fame, or step inside one of its magnificent Spanish
Mediterranean-style buildings without sensing the College's great history. While maintaining its
links with the past, Rollins is focused on fulfilling its mission to educate responsible leaders who
can apply their knowledge as citizens in the global community of the 21st century.

Rollins College is composed of three academic divisions: the College of Arts & Sciences, which
serves traditional full-time undergraduate students; the Hamilton Holt School, the College’s
evening division which serves both full- and part-time undergraduate and graduate students; and
the Roy E. Crummer Graduate School of Business, which serves both full- and part-time MBA
degree-seeking students.

Rollins College ranks NUMBER ONE among 121 Southern master’s-level universities in the
annual rankings of "America's Best Colleges," released by U.S. News & World Report. This is
the third consecutive year that Rollins has garnered the top spot in this category. Additionally,
Rollins is recognized by The Princeton Review, Peterson’s Competitive Colleges and Barron’s
Profiles of American Colleges as being among the finest private, liberal arts colleges in America.
The Crummer Graduate School is ranked among the finest graduate business programs in
America by Forbes (currently #1 in Florida and #37 in the nation).

Rollins employs 670 regular faculty and staff in a wide variety of disciplines and occupations. In
recognition of its family-friendly policies, Rollins is ranked #20 in the Orlando Sentinel’s Top
100 Companies for Working Families annual competition.

MISSION

Rollins College educates students for global citizenship and responsible leadership, empowering
graduates to pursue meaningful lives and productive careers. We are committed to the liberal
arts ethos and guided by its values and ideals. Our guiding principles are excellence, innovation,
and community.

We provide opportunities to explore diverse intellectual, spiritual, and aesthetic traditions. We
are dedicated to scholarship, academic achievement, creative accomplishment, cultural
enrichment, social responsibility, and environmental stewardship. We value excellence in
teaching and rigorous, transformative education in a healthy, responsive, and inclusive
environment.



WITT / KIEFFER                                                                                         2
Rollins College                                              Vice President for Institutional Advancement


FAST FACTS

    •   Rollins' endowment of more than $364 million places it in the top 4 percent of the more
        than 3,000 universities and colleges in America.

    •   At Rollins College, one of every seven full-time professors has an endowed chair.

    •   More than 45 percent of Rollins College students study abroad. More than 75 percent of
        Rollins MBA students travel abroad.

    •   According to the National Survey of Student Engagement (NSSE), Rollins outperforms
        its peer colleges in many key areas. More Rollins students:

             o    participate in community service
             o    participate in a living learning community
             o    ask questions or contribute to class discussion
             o    work on a research project with a faculty member

ENROLLMENT

The 3,453 full- and part-time students (3,168 FTE) enrolled at Rollins are distributed among the
College’s academic divisions as follows: Arts & Sciences-1,778; Hamilton Holt School-1,495
(1,156 FTE); Crummer Graduate School-467 (416 FTE). Approximately 70 percent of Rollins
students receive financial assistance annually in the form of scholarships, grants, loans, and on-
campus employment. Each year Rollins awards more than $50 million in state, federal and
institutional aid.

FACILITIES AND RESOURCES

Two of the most striking aspects of a first visit to Rollins are the aesthetic appeal and
contemporary features of our facilities and grounds. Rollins College is located on a beautiful 70-
acre lakefront campus featuring towering oaks, impressive archways, lush outdoor courtyards,
and distinctive Spanish Mediterranean-style architecture. In recent years much attention has
been paid to improving campus facilities and grounds, including renovations to residence halls
and construction of new facilities. Campus facilities include smart classrooms, state-of-the-art
laboratories, wireless library and learning spaces, contemporary dining halls, modern athletic and
entertainment venues, and acclaimed performing arts halls and museums. Rollins provides more
than 20 residential facilities for students that range from 15-room houses to residence halls with
more than 200 rooms.

The Olin Library and its Electronic Research and Information Center serve as a key element in
the intellectual life of the campus. The adjacent Cornell Campus Center provides exceptional
space for meetings, social gatherings, and all-college dining. Recreational and athletic facilities
include a tennis complex, baseball stadium, boathouse, pool, athletic fields and sports center.
The campus’s Annie Russell Theatre has a long tradition of outstanding dramatic performances,
and the Cornell Fine Arts Museum, accredited by AAM, boasts one of the finest college museum
collections of art in the country.


WITT / KIEFFER                                                                                         3
Rollins College                                             Vice President for Institutional Advancement


COLLEGE FINANCES

Rollins is committed to fulfilling its mission in a fiscally responsible manner. The financial
condition of the College remains sound, with a balanced 2007-08 operating budget of
approximately $85 million. The Consolidated Investment Portfolio as of May 31, 2007, had a
market value of $390 million. Rollins uses the corridor endowment spending formula with a
floor of 3.5% and a cap of 5.5%. In 2007, Rollins received an A1 credit rating from Moody’s
Investor Services, making it the only private college in the state of Florida to have attained this
stellar rating.

THE COMMUNITY

The College is located in Winter Park, Florida, a residential community of 25,000 located five
miles northeast of Orlando. Regarded as Florida’s “premier urban village,” Winter Park
provides a lively community featuring some of Florida’s finest parks, gardens, museums,
theatres, tours, and outlets for shopping and dining. The campus is located adjacent to Park
Avenue—a tree-lined brick street with dozens of unique shops, restaurants, and outdoor cafes.
Orlando is widely recognized as one of the most exciting and innovative centers of recreation in
the world. At the same time, it is among the fastest growing metropolitan centers in the country
and is gaining recognition as a leader in commerce. In addition to its well-known theme parks,
Orlando offers a diverse economic mix of industries including real estate development, digital
media, manufacturing and national defense. Orlando is home to:

    •   More than 2,000 lakes, springs and rivers that provide swimming, boating, fishing, and
        waterskiing year-round.

    •   168 golf courses, designed by Jack Nicklaus, Gary Player, and other golf icons.

    •   Several professional sports teams including the Orlando Magic, as well as spring training
        for the Atlanta Braves and Houston Astros.

    •   Leading performing arts groups and festivals such as the Bach Festival Society of Winter
        Park, Orlando Opera Company, the Southern Ballet, the Shakespeare Festival, and the
        Orlando Philharmonic Orchestra.

    •   Popular attractions nearby include: Orlando Museum of Art, Orlando Science Center,
        SeaWorld, Universal Studios, and Walt Disney World.

THE PRESIDENT

Lewis M. Duncan was elected 14th president of Rollins College in March 2004. A former dean
of the Thayer School of Engineering at Dartmouth College and provost and senior vice president
for academic affairs at the University of Tulsa, he holds a doctorate in space physics from Rice
University. In addition to his duties as president, Dr. Duncan continues to teach and conduct
research in space plasma physics and radio physics.




WITT / KIEFFER                                                                                        4
Rollins College                                             Vice President for Institutional Advancement


THE BOARD OF TRUSTEES

Composed of 33 members and four honorary trustees, the Board of Trustees serves Rollins
College on a volunteer basis. Approximately 55 percent of the Board members are alumni of the
College. The Board is composed of leaders in business, education, and philanthropy from across
the nation. The full board meets three times a year; the Executive Committee, six times.

In addition, the College is supported by a number of community-based volunteer advisory
boards, including the Crummer School’s Board of Overseers, The Holt School’s Board of
Advisors, the Cornell Fine Arts Museum’s Board of Visitors, and the Annie Russell Theatre
Guild. Both the College and the Crummer School have active and involved alumni associations.

THE INSTITUTIONAL ADVANCEMENT DIVISION

The mission of the Institutional Advancement Division is to ethically advance the priorities of
Rollins College by raising funds, strengthening relationships, and enhancing awareness. A
centralized team of 31 fundraising, operations and support staff professionals work
collaboratively across the division’s seven departments and with academic unit based
advancement personnel to advance this mission. The Institutional Advancement Division is
comprised of Development, Planned Giving, Advancement Services, Alumni Programs, Donor
& External Relations, Foundation Relations, and Advancement Research. The division has an
annual operating budget of $2.5 million. (See organizational chart in Appendix I)

THE ROLE OF THE VICE PRESIDENT FOR INSTITUTIONAL ADVANCEMENT

The vice president for institutional advancement reports to the president and is a member of the
institution’s senior leadership team comprised of: the vice president for academic affairs and
provost, the vice president for business and finance, and the vice president of strategic
marketing. The vice president works in conjunction with college leadership to set policy,
steward the institution’s reputation and resources, and ensure fulfillment of the college’s mission
and goals. (See organizational chart in Appendix II)

The vice president is also the senior administrator for the advancement division and is
responsible for the ongoing leadership, management, evaluation and professional development of
the employees within the division. He or she provides innovative and forward-looking
leadership in all areas related to development and alumni relations, and will ensure that Rollins
builds and sustains model programs in these areas.

The vice president works closely with the vice president for finance on budgetary matters as they
relate to the operations of the office of advancement and all personnel matters. He or she
maintains collaborative working relationships with the deans and the other senior administrators
throughout the college. The vice president also works closely with the Board of Trustees, and
key volunteers.

The vice president is ultimately responsible for coordinating the college’s efforts to work closely
with and support a variety of other volunteers and boards that also seek to nurture a strong base
of future volunteer leadership and contributions or other resources on behalf of the college.


WITT / KIEFFER                                                                                        5
Rollins College                                               Vice President for Institutional Advancement


OPPORTUNITIES AND EXPECTATIONS FOR LEADERSHIP

The College has enjoyed significant success in recent years and seeks to move to even higher
levels of achievement. President Duncan has begun to engage the entire community in
discussing the college’s potential, its future, and its identity.

Design and implement an advancement strategy

A new vision for the college will require a uniquely tailored advancement strategy and division
that exemplifies the excellence the entire college represents. The new vice president will work
with the president, senior staff, the college’s volunteer leadership and the leadership of all major
constituencies to develop an integrated advancement strategy congruent with the president’s
vision and institutional culture, supportive of the institution’s priorities and designed to continue
the momentum generated by the college’s recently completed campaign. The advancement
strategy will include not only an aggressive plan for building fund-raising performance but also
the means to increase alumni engagement and to more effectively communicate and represent the
college to all of its key constituencies.

Continue to build a culture of engagement and giving

Over the past several years, the college has broadened major gift efforts, and the success of the
current campaign demonstrates progress. Alumni participation has remained somewhat static at
25 percent which the college believes does not accurately reflect the enthusiasm and affinity
alumni feel for the institution. The sense is that the alumni are eager for exciting new programs
and effective and substantive relationships with their alma mater.

The college has a rare opportunity to develop a case for giving, to engage more effectively all of
its constituencies and to raise expectations for involvement and giving. As President Duncan has
stated there is the opportunity to participate in creating a new vision and strategy for the future,
one in which everyone can be connected to the institution in new, meaningful ways. The college
must expand significantly its efforts to engage alumni and broaden the college’s pool of major
gift donors, whether through regional programs, deans and academic division based efforts,
parents programs, athletics, or otherwise. All available options should be leveraged to increase
involvement and raise expectations and resources.

Organize and build the division

Historically centralized and principal-gift oriented, for many years the advancement division
paid close attention to a small circle of influential donors who were extraordinarily generous to
the College and instrumental in building its per student endowment. As the institution’s
structure and needs have grown more complex, the advancement division should mirror the
richness and complexity of the College as a whole. The athletics department has developed a
history of enthusiastic support. The provost and deans understand that development is
fundamental to their responsibilities and willingly engage in advancement.

The vice president will quickly see the opportunities presented by the broad range of constituents
interested in partnering with advancement, and that in order to advance the college’s agenda the
division will need to expand beyond its historical focus on small numbers of principal gift

WITT / KIEFFER                                                                                          6
Rollins College                                             Vice President for Institutional Advancement

prospects. An assessment of the infrastructure, staff, budget, and systems of the advancement
division will need to be made to ensure it can support a larger, more complex effort.

The division employs a cadre of dedicated professionals, many of them long-term employees,
who value the college’s strong sense of community and its reputation in the region. They seek a
vice president who understands complex organizations; is experienced with different models;
and who will bring leadership and proven management skills to the organization. Of particular
importance will be the continuation and expansion of comprehensive planning efforts, with an
emphasis on metrics and accountability, and communication of this plan to the college as a
means for evaluating what the division and its subordinate and affiliated functions are doing, and
how well they are doing it.

Capitalize on marketing strategies

Rollins enjoys a fine academic reputation. Its academic indicators, student selectivity, growing
undergraduate research and interdisciplinary programs, and graduate and professional programs
are positioning it for national academic recognition. To recast the vision, working with the vice
president for strategic marketing, the vice president must identify and pursue expanded
opportunities to align the college’s communications and marketing programs with advancement
strategies and initiatives in support of institutional priorities. The college will benefit from a
renewed, well crafted communication and marketing strategy, aligned with advancement
strategies, that targets all of its potential audiences, including and most important, the campus
community.

Build towards a new campaign

Building on the outstanding success of its current campaign and the new president’s vision,
Rollins will re-enter the marketplace within the next few years with a comprehensive and
strategically focused campaign effort, most likely in support of academic priorities and
scholarships. Preparations beyond building internal staff and systems will include positioning
executive and volunteer leadership for their roles; galvanizing the deans and faculty, and
working collaboratively to identify the needs and priorities associated with academic programs;
steadily increasing participation and annual philanthropic revenue through effective training and
development of staff and volunteers, and building the pool of prospects necessary to complete a
campaign of significant magnitude.

Increase philanthropic revenue

The college seeks a vice president who can increase philanthropic revenue across all areas.
Perhaps no resource available to the vice president will be as valuable as the time, energy, and
vision of the president who has indicated his strong interest in the business of advancement. The
vice president will be expected to work closely with the president and other members of the
senior leadership team on recruiting new board and volunteer leadership who will help maximize
the college’s access to philanthropic resources and on communicating the college’s fund-raising
priorities to principal gift prospects. The vice president will be expected to manage a small
portfolio of key, principal gift relationships and to support the president in his fund-raising
efforts.


WITT / KIEFFER                                                                                        7
Rollins College                                                 Vice President for Institutional Advancement


QUALITIES AND QUALIFICATIONS

The vice president for advancement will possess a proven track record of success as a major and
principal gift officer, with an acute sense of strategy at the individual donor level. The vice
president will demonstrate integrity, commitment to mission, outstanding communications skills
– especially as characterized by the ability to listen carefully – exceptional judgment and an
entrepreneurial nature that leads to exceptional prospect relationships, successful solicitations,
and satisfied donors.

The vice president will demonstrate successful experience organizing and managing a complex
operation. He or she will have strong analytical skills, an understanding of best practices
nationally, and the ability to motivate teams to work in new and innovative ways toward
ambitious goals.

A high energy level is imperative, as is the willingness and ability to advocate successfully for
the resources and structure necessary for success. In short, the vice president must be an agent of
change in a culture that values history and tradition. In addition, the ideal candidate will possess:

        •    demonstrated strong, successful leadership at an executive level;
        •    a minimum of ten years of experience and success in college advancement, preferably
             with a significant portion of experience in development and alumni relations at a
             leading private college;

        •    a solid track record of success in coaching and staffing key leadership, including
             presidents, provosts, trustees, deans, and other volunteers;
        •    experience planning, implementing, and managing large comprehensive campaigns;
        •    the ability to think and act strategically on at least three levels – institutionally as a
             member of the president’s senior staff, divisionally as leader of a complex
             advancement organization, and individually as a major and principal gift fund raiser;
        •    commitment to high quality, independent higher education;
        •    strong quantitative analysis skills
        •    the ability to learn quickly;
        •    the ability to work collaboratively, engage and inspire others, and develop a rapport
             with many diverse people and groups, including faculty, staff, students and alumni;
        •    the ability to build a local network of relationships with key constituents;
        •    a strong work ethic and a positive “can do” attitude;
        •    a sense of humor; and
        •    a bachelor’s degree required, a master’s preferred.




WITT / KIEFFER                                                                                            8
Rollins College                                                          Vice President for Institutional Advancement


PROCEDURE FOR CANDIDACY

To ensure consideration, nominations, expressions of interest, and applications
(cover letter and resume) should be submitted via email to Rollins_VPInstAdv@wittkieffer.com
by March 3, 2008. Material that cannot be emailed may be sent to:

                               Vice President for Institutional Advancement
                                              Rollins College
                                           c/o WITT/KIEFFER
                                Attn: Alice R. Miller/Mercedes C. Vance
                                     3414 Peachtree Road Suite 352
                                         Atlanta, Georgia 30326


     Confidential inquiries and questions may be directed to Alice Miller at 678-302-1555 or
                                Mercedes Vance at 207-775-0913.




The Rollins College is committed to developing a diverse faculty, staff, and student body, and to modeling
an inclusive campus community which values the expression of differences in ways that promote
excellence in teaching, learning, personal development, and institutional success. In keeping with this
commitment, our academic community strongly encourages applications from candidates from diverse
backgrounds and candidates who support diversity.




The material presented in this position specification should be relied on for informational purposes only. This
material has been copied, compiled, or quoted in part from Rollins College documents and personal interviews and
is believed to be reliable. Naturally, while every effort has been made to ensure the accuracy of this information, the
original source documents and factual situations govern.



WITT / KIEFFER                                                                                                       9
Rollins College                                        Vice President for Institutional Advancement


APPENDIX I



                                 Rollins College
                           VP for Institutional Advancement
                            2008 Unrestricted Operating Budget


    Advancement Services                                                               374,350

    Alumni Programs                                                                    283,392

    Donor & External Relations                                                         183,212

    Family Weekend                                                                      14,352

    Foundation Relations                                                               162,748

    Other Publications                                                                  13,012

    Planned Giving                                                                     159,772

    Prospect Research                                                                  179,512

    Reunion                                                                             75,852

    Rollins Fund                                                                       699,111

    VP for Institutional Advancement                                                   318,978

    Grand Total                                                                      2,464,291




WITT / KIEFFER                                                                                   1
Rollins College   Vice President for Institutional Advancement


APPENDIX II




WITT / KIEFFER                                              2
Witt/Kieffer is the nation’s leading executive search firm dedicated to serving education, health
care, and not-for-profit communities nationwide. Our mission is to identify outstanding
leadership solutions for organizations committed to improving the quality of life. Witt/Kieffer
has served more than 900 colleges and universities, as well as community, cultural, and service
organizations. We focus on searches for presidents/chancellors; provosts; vice presidents for
advancement, finance, student affairs, enrollment management, and technology; deans; and
directors of major service/academic units.




             Emeryville, California * Irvine, California * Denver, Colorado * Atlanta, Georgia * Oak Brook, Illinois * Bethesda, Maryland
    Burlington, Massachusetts * Nantucket, Massachusetts * Minneapolis, Minnesota * St. Louis, Missouri * New York, New York * Toledo, Ohio
                   Philadelphia, Pennsylvania * Pittsburgh, Pennsylvania * Dallas, Texas * Houston, Texas * Seattle, Washington

				
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