Institutional Advancement and Marketing

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					Institutional Advancement and
           Marketing
     Institutional Advancement and
                Marketing

Three Key Divisions:

  A. Advancement

  B. College Marketing and Communications

  C. Studios and Engineering
Institutional Advancement and
           Marketing




  ADVANCEMENT
           Institutional Advancement
                     Mission

To:
1.    Develop and maintain mutually beneficial
      relationships with external constituencies
2.    Acquire those resources that help the
      College achieve its mission
3.    Manage private funds donated to the
      College
ACCOMPLISHMENTS
    FOR 2003/4
Productivity Measurements 2003/4

1. Alumni
   1. Increased SEQUEL ad revenue from $7,850 to $15,510
       (50%)
   2. Increased SEQUEL circulation from 15,000 to 24,000
       (62%)
   3. Increased golf tournament profit from $27,197 to $38,810
       (43%)
2. Annual Fund
   1.   Doubled faculty/staff contributions
   2.   Raised $12,068 through the call center
   3.   Raised $7,393 though direct mail
   4.   Acquired 450 new donors
Productivity Measurements 2003/4

3. Donor/Alumni Database
   1.   Identified 24,000 graduates
   2.   Updated 80,000 good addresses
   3.   Added 15,000 new parents (43,000)
   4.   Installed server, Moonfire software & Blackbaud interface
4. Donor Relations
   1.   Received 9 new annual scholarships and 5 new endowed
        scholarships
   2.   Awarded $553,161 in scholarships from 138 donors
   3.   Received $1,242, 390 in new scholarship funds
Productivity Measurements 2003/4

5. Donations
  1.   Cash               $2,307,082
  2.   Pledged gifts      $5,340,000
  3.   Gifts-in-Kind      $446,312
  4.   Planned Gifts      $205,519

  Total assets of the Foundation $32.8 million.
Other Accomplishments 2003/4

1.   Established National Presidential Advisory Board (NPAB)
2.   Awarded Mayor Luzkov of Moscow an honorary degree
3.   Helped organize Moscow/Utah Youth Games in Moscow &
     Salt Lake City
4.   Hosted Afgan Ambassador to UN, Palistinian Ambassador to
     UN, Kyrgyz Foreign Minister, and Kyrgyz Ambassador to US
5.   Installed Blackbaud version 7.61
6.   Increased the number of Planned Giving seminars
7.   Organized the President’s Circle Club
Other Accomplishments for 2003/4

8. Revised Foundation Bylaws and developed
   operating guidelines
9. Produced Annual Report/held Appreciation
   Banquet
10. Started the Call center
11. Instituted a direct mail program
       Operational Efficiencies

1. SEQUEL mailing lists take days rather than
   weeks to identify
2. Reduced SEQUEL returns by 90%
3. Increased the number of successful calls by
   5%
4. Made it easier for administrators to track
   accounts by giving each endowment a
   number
PLANS FOR 2004/5
                 Plans for 2004/5

1. Alumni
      Develop an alumni advisor program
      Develop an alumni benefits package
      Distribute alumni cards with diplomas
      Publish SEQUEL three times, circulation to increase
       28,000, ad revenue expected to reach $40,000
2. Annual Fund
      Develop focused solicitation for School of Business,
       Nursing and Wasatch Campus (direct mail and calls)
      Retain 50% of annual donors from last year
      Solicit for President’s Impact Fund in Spring
                 Plans for 2004/5

3. Capital Campaign
   1.   Prepare case statement
   2.   Conduct community focus groups and individual interviews
   3.   Complete external feasibility study, set a time frame for
        the capital campaign by May
4. Donor/Alumni Database
   1.   Install web-enabled version of Raiser’s Edge
   2.   Mail twice annually to 110,000 names
   3.   Add 15,000 phone numbers for alumni and donors
   4.   Add 15,000 new parents
                    Plans for 2004/5

5. Donor Relations
    1.   Increase scholarship awards by 12% ($45,000)
    2.   Install donor recognition wall (President’s Circle)
    3.   Distribute new President’s Circle cards and pins.
6. International Affairs
    1.   Host 2nd & 3rd NPAB meetings
    2.   Host President & First Lady of the Kyrgyz Republic
    3.   Host Egyptian Ambassador to US
    4.   Host Imam of Iran
    5.   Respond to RFP from American Council on Int’l Education to
         host 30 educators from six republics of former USSR
    6.   Host ambassadors from Armenia, Uzbekistan, Ukraine
                 Plans for 2004/5

7. Major Gifts
   1.   Institute 10 plus 20 program (donor solicitation)
   2.   Establish $1,000 club
   3.   Organize major gifts committee of UVSC Foundation
8. Planned Giving
   1.   Review and assess planned giving seminars
   2.   Develop a gift annuity program
   3.   Establish the Wilson Sorensen Planned Giving Society
               Plans for 2004/5

9. Quality Improvement
  1.   Complete gift processing project
        Budget Allocation for 2004

1.   Triple I ($20,000)
     Partial Payment for direct mail campaign
2.   Enhanced Marketing ($25,000)
     Donor Recognition Wall
3.   Strategic Projects ($25,000)
     National Presidential Advisory Board (NPAB)
4.   Vacancy savings ($16,721)
     Partial payment for direct mail campaign
              Funds From Foundation
1.    Salaries/Benefits             $77,000
2.    Hourly                         29,600
3.    Travel                         10,000
4.    Current
     1.    Administrative            70,000
     2.    Foundation Board           1,762
     3.    Appreciation Banquet       8,686
     4.    Thanksgiving Card          3,057
     5.    Annual Report              4,173
     6.    Database                  52,496
     7.    Scholarship Luncheons      4,996
     8.    Annual Campaign           49,951
     9.    Call Center               20,485
     10.   Donor Relations           17,773

5.    Total                        $349,979
GOALS FOR 2005/6
                                                          Strategic Directions
                                                         1. Manage Enrollment
                                             2. Promote Image and Awareness
                                          3. Expand and Reallocate Resource

       Goals for 2005/6           4. Develop, retain & Attract Exceptional Staff
                                            5. Realize Comprehensive Mission




1. Alumni Relations
  1.   Increase SEQUEL publications to four times a
       year with a circulation of 28,000 (1, 2)
  2.   Identify and train 50 alumni advisors (1,2)
  3.   Improve net profit of the golf tournament (2,3)
  4.   Establish Alumni Web directory (2)
  5.   Move Alumni Assn to the first floor
                 Goals for 2005/6

2. Annual Fund
   1.   Develop a focused solicitation program for Science and
        Health and HASS (2,3)
   2.   Solicit School of Business, Nursing and Wasatch Campus
        (2,3)
   3.   Institute a vendor/business campaign (2,3)
3. Capital Campaign
   1.   Establish a campaign steering committee
   2.   Hire an Assoc VP for Development
   3.   Begin the quiet phase (2,3)
                 Goals for 2005/6

4. Donor/Alumni Database
   1.   Research alumni who graduated before1985 (2,3)
   2.   Locate 15,000 Alumni/donor phone numbers (2,3)
   3.   Identify 15,000 new parents (2,3)
5. Donor Relations
   1.   Increase scholarship awards by 15% ($90,000)
   2.   Prepare gift acknowledgment program for capital
        campaign (2,3)
   3.   Raise effectiveness of Pres. Circle events (2,3)
                  Goals for 2005/6

6. Major Gifts
   1.   Build $1,000 club (3)
   2.   Solicit donations for capital campaign (2,3)
   3.   Expand involvement of volunteers (2,3)
7. International Affairs
   1.   Establish and refine a NPAB newsletter & website (2)
   2.   Open International Hosting Center (2,5)
   3.   Evaluate the structure of international activities at UVSC
        under the global consciousness pillar (5)
               Goals for 2005/6

8. Planned Giving
  1.   Increase mailings for annuities and bequests
       (2,3)
  2.   Establish annual financial advisors event (2)
  3.   Sponsor teleconference events (2)
                    Budget Requests
1.    One-time funds
     1.   Computer and printer upgrade $5,000
     2.   Professional Development $10,000
     3.   Alumni move to first floor $5,000

2.    Ongoing funds
     1.   Communication Expenses (phone & fax) $5,000

     Personnel
         Assistant Director of Database Management     $15,000
         Assoc VP Development                          $104,000
         Assistant Director of Alumni Relations        $30,500 (1/2 salary)
         Scholarship Coordinator                       $40,000
         Call Center Supervisor                        $45,000
2005/6 Initiatives

A. Enrollment Management
1. Identify and train 50 alumni advisors
2. Create a retention marketing committee
3. Expand enrollment marketing reach within
   and outside the state
4. Roll out new UVSC.EDU
2005/6 Initiatives
B. Promote a Positive Image
1. Increase SEQUEL publications four times a year with a
   circulation of 28,000.
2. Identify and train 50 alumni advisors
3. Establish alumni web directory
4. Develop a focused solicitation program for Science, HASS
         and Education
5. Administer second year solicitation program for School of
   Business, Nursing and Wasatch Campus
6. Begin quiet phase of a comprehensive capital campaign
7. Research alumni who graduated prior to 1985
8. Locate 15,000 alumni/donor phone number
2005/6 Initiatives
11. Establish and promote the National Presidential Advisory
   Board newsletter
12. Establish annual financial advisors event
13. Institute year two of the college marketing plan
14. Integrate the broadcast function into the marketing plan
15. Roll out new UVSC.EDU
16. Develop a marketing plan for broadcast media
17. Finalize agreements with UTOPIA and UVCN
18. Obtain permission from Provo to broadcast on CH 17 in South
   Utah County
19. Respond to requests from departments to support their
   broadcast needs
2005/6 Initiatives
C. Expand and Reallocate Resources
1. Develop a focused solicitation program for Science, HASS and
   Education
2. Administer second year solicitation program for School of
   Business, Nursing and Wasatch Campus
3. Begin quiet phase of a comprehensive capital campaign
4. Increase scholarships awarded by $90,000 (15%)
5. Improve effectiveness of President’s Circle
6. Build $1,000 club
7. Begin donor solicitation for the capital campaign
8. Expand program of gift annuities and bequests
9. Establish annual financial advisors event
2005/6 Initiatives

D. Develop, Retain and Attract Exceptional Faculty and Staff
1. Expand UVSC cable TV to off campus facilities

E. Realize Comprehensive Four Year Mission
1. Evaluate the role of international affairs under the global
   consciousness pillar
2. Produce three new telecourses for Distance Education
3. Respond to requests from departments to support their
   broadcast needs
4. Expand UVSC cable TV to off campus facilities