Institutional Advancement Report

1

• Institutional Advancement Report
• to the
• Board of Regents

Donald G. Rizzo
September 29, 2006
53315
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The 2005-2006 focus in Advancement Capacity
building

• Capacity is influenced by four major factors
• Disciplined, dedicated, well supported staff.
• Engaged and influential leadership.
• A capable donor constituency.
• A compelling case for support.
• The Advancement Office has worked on all four
  factors this past year.
• Special emphasis on the Staff and Leadership.

3
2005-2006 was a year for significant staff
turnover

• Seven major gifts officers are new (less than 18
  months tenure) including planned giving.
• One of the two annual giving officers is new.
• The Director of Advancement Services is new.
• The Director of Alumni Relations is new.
• The Executive Director of Development is new.
• The Director of Institutional Partnerships and
  Sponsored Research is new
• Both Assistant Directors of Institutional
  Partnerships are new.
• The Government and Private Grants offices were
  merged.

4
Activity levels, a key indicator, are rising
rapidly at the University.

• The trend is decisively positive (yellow line
  equals linear regression of 2006)
• Activity grew by 57 (587 calls to 961 calls)
• Performance is somewhat uneven.
• Oct and Feb were banner months.
• April and June were weak months.
• View this as an opportunity. There is room to
  continue to grow as staff come up to speed.
• Total contacts grew by 109. (1166 to 2433).

5
Giving to the University of Hartford Focus on
process raised more money.

• Activity levels (process) increased by a factor
  of 57 last year.
• Gifts and pledges (product) increased by 20.4.
• The question How can we bring production up
  alongside process?
• Part of this is the lag time implicit in
  cultivation.
• Part of this is to upgrade the quality of the
  activity.
• Part of this is leadership and case.

11,236,947
13,532,668
10,584,266
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Planned Giving expectancies at the University of
Hartford.
(Illustrated in five-year cash flow segments.
Data based upon documented commitments.)
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Significant FY 2006 facts

• Cash gifts increased by 26
• (7.6 million in 2005 - 9.6 million in
  2006)
• Faculty and Staff gifts grew by 17
• 379 donors gave 198,248
• Unrestricted gifts totaled 760,694
• The goal for 2006 was 1 million
• The Campaign of Commitment reached 136.7 million
  in FY 2006

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Significant FY2006 facts (cont.)

• University of Hartford Alumni participation
• Basic participation rates.
• The basic rate increased to 8.1 (vs. 7.0
  for FY'05)
• 700 more alumni donors joined in support
  last year.
• Alumni participation for alumni living in
  Connecticut grew to 9.6
• Participation for Greater Hartford rose to 10.16

9
The Silos are coming down

• In previous years, Major Gifts Officers were
  assigned to schools and focused exclusively on
  school projects and prospects.
• Gift Officers now manage School Advisory
  Committees, but
• They work with ALL the Deans.
• They work with Prospects across the University.
• They collaborate on ALL campaign projects.

10
Fundraising Expenses Process improvements
increased costs.

• Total expenses grew from FY05 to FY06 by
  181,681.
• Operations costs (supplies, entertainment, etc.)
  were reduced.
• Investments in people (salaries) were increased
  correspondingly.
• Compensation levels were increased to
  market-competitive levels

Operations
Salaries
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Expense to revenue Increased revenues grew much
faster than costs.

• Fundraising expenses grew by 5.7.
• Fundraising revenues increase by 20.4
• The cost-per- over the year declined by 3.4

12
The cost-per-dollar declined to 24.5
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The Focus on Leadership

• Refocusing and expanding the Regents Campaign
  Steering Committee
• Defined prospect assignments.
• Assigned relationships with professional staff.
• New reporting process.
• Deans Advisory Committees
• Professional staff partnerships assigned.
• Skill development provided to the Deans and
  staff.
• New process for Committee management added.

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The Focus on Leadership

• Alumni Board of Directors reorganized
• Summer strategic planning retreat.
• Term limits put in place.
• New committee structure in place.
• New comprehensive programming
• On-line Community
• Anchor Awards

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Why do major donors give?
Source U.S. Trust Survey of Affluent Americans
November 1998
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Questions?

• On behalf of the hard working staff in
  Institutional Advancement, thank you for your
  support!