Campaign Planning Review

1

• Campaign Planning Review
• Academic and Administrative Managers Group
• Princeton University
• October 2, 2007

2
Why is giving important?

• Operating Budget FY07 FY08E
• Total Revenue from all sources 1.044
  billion 1.174 billion
• Total of Investment Income Gifts 508 million
  621 million- Investment Income
  414 million 519 million
• - Current use Gifts 94 million
  102 million

Percentage of Total Revenue 49
53 Excluding Sponsored Research
61 65 Excluding Fin.
Aid from Student Fees 74
78
3
Why have a campaign?

• Address Princetons important funding needs
• Communicate key themes and messages about
  Princeton in a consistent and comprehensive way
• Secure efficiencies of scale (vs. multiple
  fundraising projects)
• Engage volunteers in meaningful work and identify
  new volunteers
• Create excitement and a spirit of collaboration
• Create opportunities for celebration

4
Campaign snapshot
Campaign Goal
1.75 B
Advance Fund(as of 9/27/07, including
gifts-in-kind)
547.7 M
Important Dates Quiet Phase Began July 1,
2005 Public Launch November 9, 2007 Campaign
Ends June 30, 2012

500 M
Advance Fund Goal
Campaignometer
5
Campaign components

• Prospect identification and qualification
• Rules for counting and crediting gifts
• Defining the table of needs and setting the
  campaign goal
• Regional volunteer organization, recruitment,
  training and management
• Special communication materials, including
  invitations, case statements, etc.
• Campaign theme and visual identity
• Public relations and announcement of gifts

6
Campaign components (continued)

• Enhancement of website
• Strategic engagement programs and events
• On-campus and regional kickoffs and dedication
  events
• Enhanced metrics and reporting capability
• Soliciting, recording and stewarding many, many
  gifts

7
How complicated is a campaign?

• 160 development staff, including 20 travelers
• Coordination of campus partners
• 2,500 volunteers, including 2 co-chairs and 19
  regional committees
• 3,000 individual asks for gifts from 50K to
  100M
• 25,000 moves
• Hundreds of individual gift opportunities
• Approximately 500,000 gifts will be processed

8
Challenges of a campaign

• High pace required of staff and volunteers
• High donor and volunteer expectations
• Explaining why Princeton needs the money in a
  higher visibility context
• Matching donor interest with Princetons needs,
  particularly for new facilities and large
  programmatic initiatives

9
Executive Committee

• Robert S. Murley 72, Co-Chair
• Nancy B. Peretsman 76, Co-Chair
• Richard A. Bartlett 79
• Andrea E. Bernstein 80
• Kevin T. Callaghan 83
• YoungSuk C. Chi 83
• John D. Diekman 65
• Donald R. Dixon 69
• Benjamin H. Griswold, IV 62
• Eileen Guggenheim-Wilkinson 82
• Sejal Shah Gulati 95
• Kathryn Hall 80
• Brent L. Henry 69
• Jin H. Kim 01

• John H. Laporte Jr. 67
• Mary Pivirotto Murley 76
• Lawrence A. Neubauer 88
• Robert H. Niehaus 77
• Robert H. Rawson 66
• Louise S. Sams 79
• David C. Siegfried 64
  
• Frederick G. Strobel 74
• David A. Tanner 80
• Terdema L. Ussery II 81
• Rajiv Vinnakota 93
• Janet Morrison Clarke 75, Chair Emerita
• James A. Henderson 56, Chair Emeritus
• Dennis J. Keller 63, Chair Emeritus
• John J.F. Sherrerd 52, Chair Emeritus
  
• John O. Wynne 67, Chair Emeritus

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Table of Needs
As of 09/25/07
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Frequently asked questions

• How will the campaign impact the president,
  provost, and other senior officers?
• How will the campaign affect day-to-day life on
  campus?
• What role will faculty and staff members need to
  play if they have fundraising goals on the
  approved table of needs?
• There are parts of the University that are not
  directly included on the approved table of needs.
  How will the campaign benefit those areas?

12
Frequently asked questions

• What can I do to help the Campaign succeed?
• How can I stay informed of campaign updates and
  progress?
• http//giving.princeton.edu/
• Princeton Weekly Bulletin updates