Office of the President
Advancement & Public Services
Annual Report to the Public FY 2007
April 26, 2007
*Note: if you need further clarifcation of the charts included in this report, contact the Office of the Vice-President for Advancement and Public Services at 309/298-1861.
The Gap
- Rising cost of education
- Decline in state assistance
- A gap or margin has appeared
Affordability Gap
- Rising costs put a strain on students and parents
- Philanthropic gifts provide cost relief
- These contributed dollars are a margin of excellence
Philanthropic Dollars
- The margin of excellence
- A margin of need for students and parents
- A door of opportunity
- Opened
- Closed
- Depending upon dollars raised
Accomplishments & Productivity Relating to the University Strategic Plan for FY 2007
Strategic Plan Goal: Secure contribution income in support of strategic plan initiatives.
Accomplishments
- YTD $5.047M
- 11,377 Donors
- Largest gift in WIU History: $20M trust
- First Donor Advised Fund: $400,000
Strategic Plan Goal: Design a new comprehensive campaign
Accomplishments
- Completed campaign plan and feasibility study
- Constituted Communication Task Force
- Hired 5 Development Officers
- President's Asia Trip
- Upgraded Donor Database
- College/Unit Advancement Councils
- Campaign Planning Breakfasts
- Established Prospect Protocol Committee
- Completed 1,300 donor contacts
- Established President's National Advisory Council
- Established WIU-Quad Cities Leadership Team
- Corporate/Foundation Training Events
Strategic Plan Goal: Target fundraising efforts for scholarships for first year students
Accomplishments
- 154 students benefited from new scholarships
- YTD $9,440 in internal grants awarded
- Published new scholarship booklet
Strategic Plan Goal: Enhance communication between the University and its alumni
Accomplishments
- Redesigned Western News
- Expanded services of the online alumni directory
- InCircle online social network
- A way to meet and stay in touch with friends
- http://incircle.wiu.edu
Strategic Plan Goal: Expand the phonathon and direct giving programs.
Accomplishments
- Online giving increase from $176,000 to $350,000
Strategic Plan Goal: Provide programs and services that link alumni to each other, the Alumni Association, and the University.
Accomplishments
- National Advancement Plan
- Alumni as messengers
- As mentors
- As investors
- Utilized alumni in networking and recruiting new students
- Added more events to 06-07 calendar
Strategic Plan Goal: Develop a coordinated plan to link international alumni to campus.
Accomplishments
- President's Asia trip
- Alumni events in Osaka, Japan; Seoul, Korea; and Taipei, Taiwan
Strategic Plan Goal: Establish, promote, and communicate a strong brand for Western Illinois University through a comprehensive marketing strategy.
Accomplishments
- Created quality marketing materials for both campuses
- Supported ongoing professional development opportunities and new marketing initiatives
- Linked marketing efforts to design and publish the University's case for support
Strategic Plan Goal: More scholarship dollars.
Accomplishments
- $100,000 from President's office
- Presidential Scholarship Appeal
- Over 1,400 donors
- Distributed over $100,000 to academic units
Strategic Plan Goal: Implement new website presentation, support capital campaign communications initiatives, and enhance WIU recognition as a top comprehensive university in the nation.
Accomplishments
- Launched new University website
- Published first capital campaign publication
- Question/Answer brochure for both campuses
- Promoted Western's ranking
Divisional Accomplishments for FY 2007 In Support of the Strategic Plan
Alumni Programs
- Hosted various Alumni events
- Launched new Alumni website
- Alumni Council members serving on unit Advisory Boards
- More than 1,000 alumni attended the pre-game tailgate at homecoming
Foundation and Development
- Constituted Advancement Councils
- Created President's Scholarship Fund
- Designed and implemented new database design
- Created President's National Advisory Council
- Created Quad Cities Leadership Team
- Hired Development Officers for academic units
- Received Cecil McDonough Trust - over $500,000
- State Farm gift - $50,000
- Gilbert Belles Donor Advised Fund: $400,000 (first of its kind)
- 100,000 Phonathon calls
- Presidential Entertainment initiative reached hundreds of alumni and friends
- President's Press Box and Gallery of Seats
- Giving Profile
- Over 11,500 gifts to date
- $ 5,047,074 in gift income
- Made over 1,300 major donor contacts
Scholarship Activities
- 800 attended 2 scholarship banquets
- 154 students benefited from new scholarships
- Short-Term Loan Program
- First 10 recipients of the Trustee Scholarship: $109,827
- $2,371,495 in 3,305 disbursements
University Marketing
- New website launch
- Promotional materials for both campuses
- Chicago outdoor branding blitz
- Distribution of professional development and marketing grants throughout the University
- University Marketing contributed to enrollment growth
Special Assistant to the President
- Visited major donors across the nation for comprehensive campaign
- Hosted over 25 Across the Miles television programs
- Spoke at Discover Western events for Office of Admissions
- Secured several gifts
University Relations
- Visual Production Center relocated to Tillman Hall
- Working relationship with all local and regional media
- Distributed more than 1,000 news items
- Designed campaign materials
- Other high end communications pieces
Measures Of Productivity
Alumni Programs
- Several thousand alumni attended multiple events
- A more comprehensive program implemented
- Web's Social Network established
- Globalized the family of WIU Alumni
- Strengthened alumni program to graduating seniors
- $60,000+ in WIN contributions
Foundation and Development
- WIU Foundation assets exceed $26M
- FY 07 income is $5.047M YTD (4.3% increase)
- $301,878 YTD in online giving
- 3,335 new donors generated over $118,000
- Implemented new prospect management system
- 18th consecutive audit with no findings
- WIU Foundation assets exceed $26M
- FY 07 income is $5.047M YTD (4.3% increase)
- $301,878 YTD in online giving
- 3,335 new donors generated over $118,000
- Implemented new prospect management system
- 18th consecutive audit with no findings
Scholarship Activities
- New scholarship programs started
- Trustee Scholarship Fund
- President's Scholarship Fund
- Enhanced communication with prospective scholarship students
- Student Loan Program = lessened financial burden
- High quality stewardship of scholarship donors
University Relations
- High level of quality and quantity publications
- WIU recognition in regional, state, and national publications
- New website launch
- Facility enhancement improved productivity
Civil Service Employee of the Month Award Recipients
- Clarene Royer - May 2005
- Janet Gabbert - June 2005
- Lisa Krieg - November 2005
- Connie Scarbrough - April 2006
- Abby Walker - July 2006 (Also Civil Service Employee of the Year Award Recipient)
Major Objectives And Productivity Measures For Fy 2008
Relating to the University Strategic Plan
Objective: Expand alumni initiatives
Alumni Initiatives
- Alumni networking --- online social network, homecoming, alumni events, etc.
- Alumni help recruit students
- Enhance international alumni programming
- Develop a brochure outlining all of the benefits and services provided to the campus community
- Broaden program choices and experiment with new approaches
- Implement alumni/student mentoring programs
- Strengthen the cultivation of seniors as future WIU alumni
Objective: Support the implementation of the capital campaign.
Campaign Implementation
- Launch quiet phase on July 1, 2007
- 1,600 donor calls in 2008
- Raise $6.5M in gifts and pledges
- Increase corporate & foundation grants
- Launch the Quad Cities campaign for WIU
- Design and publish case materials
- Hold high-level briefings with advancement councils
- Continue President's Scholarship Fund
- Increase annual fund from $1.8M to 2.1M (16% growth)
- Implement the "Tipping Point" major donor program
- Steward Presidential Scholarship donors
Objective: Promote better academic performance and offer more recognition and rewards to academically talented and civic-conscious students.
Objective: Create early intervention for chronic financial problems such as encumbrances and other financial difficulties.
Early Intervention
- Initiate a program to offer financial advising to students
- Help students learn to establish financial priorities, limitations, and obligations
- Provide information about internal and external sources of financial assistance
Objective: Increase awareness of Western Illinois University
Deepened Awareness
- Radio and TV advertising
- Viewbook update and facelift
- Case materials in progress with WIU brand look
- New and improved website
- Vigorous monitoring of logos and word marks
Objective: Increase visibility of WIU-QC through strategic advertising initiatives and partnerships
Advertising Initiatives & Partnerships
- 18 Billboards
- 1 illuminated airport sign plus three slides on 20+ screens at Showcase Cinema in Davenport, IA
- TV ads on KWQC-NBC and WQAD-ABC
- Print ads in key QC publications
- Viewbooks, flyers, and postcards
Objective: Increase support of capital campaign communications.
Campaign Communications
- The first campaign publication, Set the Standard, was published
- Publications for college units
- Other campaign materials
- Campaign video
- Campaign website
Objective: Enhance Western Illinois University's recognition as a top comprehensive university in the nation.
Enhance University Recognition
- Publish institutional promotional materials and participation in national initiatives
- Document efforts to obtain institutional recognition as a leader among master's comprehensive universities
Objective: Review the use of online social networks.
Online Social Networks
- Electronic media forums are a potential source of targeted communications on behalf of the University's strategic plan agenda and core values
- WIU's new online social network now reaches over 1,700 alumni
- Micro-communities like the job network meet the needs of alumni for career opportunities
- The network reaches the elusive 20-somethings
Budget Requests
Total Amount Requested: $1,135,662
Budget Requests: (Top Priority)
- Campaign Support $100,000
- Marketing $315,000
- Scholarship Aid $500,000
Other Budget Needs
- Development Consultative Services $45,000
- Personnel $88,562
- Web Content Management $80,000
Giving Reports
Total Gift Income for FY 2007 YTD
- Total Number of Donors: 11,377
- Total Gift Commitments: $5,047,074 Face Value
The 18% Solution
| Year | Alumni Donors Goal | Alumni on Record | Participation Rate | Alumni Donors YTD | Percentage Toward Goal |
|---|---|---|---|---|---|
| 2005 | 9,418 | 95,541 | 9.9% | 9,418 | 100% |
| 2006 | 10,709 | 98,522 | 10.9% | 9,217 | 86.06% |
| 2007 | 12,061 | 101,503 | 11.9% | 7,367 | 63.32% |
| 2013 | 21,439 | 119,389 | 18.0% | -- | -- |
Gift Income for FY 2007 YTD
| Party | Number of Donors | Total Gift Commitment |
|---|---|---|
| Alumni | 7,637 | $3,846,065 |
| Employees | 464 | $229,732 |
| Friends | 2,607 | $421,05 |
| Parents | 72 | $10,05 |
| Corporations & Businesses | 486 | $383,630 |
| Foundations | 2 | $50,245 |
| Other Organizations & Fund Raising | 81 | $88,452 |
| Religious Organizations | 4 | $17,81 |
| Total | 11,377 | $5,047,074 |
Number of Donors
Total Gift Commitments
Net Assets Western Illinois University Foundation
February 28, 2007
| Assets | Fair Value | Liabilities | Fair Value |
|---|---|---|---|
| Current Assets | $2,866,934 | Current Liabilities | $533,193 |
| Non Current Assets | $23,569,935 | Non Current Liabilities | $1,225,596 |
| Total Assets | $26,436,869 | Total Liabilities | $1,758,790 |
| Net Assets | $24,678,079 |
Office of the President
1 University Circle • Sherman Hall 209
Macomb, Illinois 61455
Telephone: 309/298-1824
E-mail: A-Goldfarb@wiu.edu