Freshman Faculty Orientation

Overview ofUniversity Advancement,

the UMR Brand Promise & Pillars,and your role as UMR Ambassador

Connie EggertVice Chancellor, University Advancement

eggertc@umr.edu X7808

The Strength of a Three-Legged StoolThe “Advancement” Continuum

Increase Interest(Communications/Marketing Office)Communicate a consistent, relevant image and focused campus priorities through a variety of media.

Encourage Involvement(Alumni & Constituent Relations Office)Connect constituents to today’s UMR and their involve them in achieving our goals of increased enrollment, private giving, research and reputation.

Secure Investment(Development Office)Secure financial resources from interested constituents to propel UMR toward its vision.

75 donors will contribute 75%

1,497 under active cultivation

6,825 potential donors of $50K+

12,764 alumni are campaign II donors

26,309 alumni are UMR donors

43,987 mailable alumni

49,863 living alumni

88%

60%

29%

The UMR Division ofUniversity Advancement

Connie EggertVice Chancellor,

University Advancement

Andrew CareagaDirector of

Communications(13 employees)

Mary Helen StoltzManager, Public Relations

Rebecca FrisbeeManager, Publications

Cheryl McKayManager, Electronic

Communications

Jim SiglerGeneral Manager

KUMR Public Radio(7 employees)

Tom ShipleyManager

Video Productions

Marianne WardDirector of Alumni &

Constituent Relations(5 employees)

Judy CavenderAssistant Vice Chancellor

Development(25 employees)

Alumni Records& Gift Processing

Prospective Donor Research

Annual Fund

Corporate/FoundationMajor Gifts

Individual Major Gifts(Current & Deferred)

UMR Strategic Goals We will raise total enrollment to 6,550 students by 2011.

We will increase externally sponsored research and programs to $55 million by 2011.

We will raise $200 million in private funds by 2010 to achieve campus priorities

We will be recognized as one of the top five technological research universities in the nation by 2011.

UMR will differentiate itself as a technological university by the culture of achievement and unique teamwork and leadership experiences it provides to students.

UMR will strengthen a campus culture that emphasizes: Leading edge academic preparation Practical, hands-on experiences Relevant career connections Supportive and engaging communities Opportunities to participate and lead

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Fiscal Year

Mill

ion

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Major Gifts (≥ $10,000) Phonathon* Alumni Association** Other Annual Gifts

Campaigns in ContextUMR Fundraising History

EE

Pho

nathon beg

ins

1st major gift officers

hired

-Campaign I-

Advancing Excellence

(Gifts only; No grants included)

Campaign Goal & ObjectivesTo become a top five technological research university,

we must invest $200M in the following areas:

Results 7/01/03 through 6/30/2007

Prepare students for a new world$43M Goal; $24.7 Raised

Teamwork & leadership Interdisciplinary design Entrepreneurship & management Study abroad, culture & communication Undergraduate research Diversity Athletic programs

Increase private grants$70M Goal; $38.3 Raised

Enable emerging technologies$28M Goal; $10.5 Raised

Biotechnology (environmental, biomaterials, biomedical) Information technology (computer engineering & science)

Enhance UMR’score strengths

$59M Goal; $41.9 Raised Scholarships Advanced materials Advanced manufacturing Trustworthy systems Energy Homeland Security MAE Complex Department/Program support

Traditional View of the “Uses of Gifts”7/01/03 through 6/30/2007

Student Support$35M Goal; $24.7M Raised

Scholarships/fellowships To maintain excellence ($15M) To support diversity ($10M) To attract students studying biotechnology and emerging technologies ($10M)

Private Grants$70M Goal; $38.3M Raised

Facility Support$37M Goal; $13.4M Raised

Mechanical/Aerospace Engineering Bldg ($7M) Athletic facilities ($10M) Biotechnology facilities ($6M) Student design & freshman studies ($5M) Information technology equipment ($5M) Laboratories ($4M)

Faculty Support$26M Goal; $6.4M Raised

Fully endowed chairs ($3M each): Energy (2) Entrepreneurship and management Advanced materials Advanced manufacturing Homeland security/critical infrastructure protectionEndowed chairs & professorships Trustworthy systems ($2M) Biomedical engineering ($2M) Environmental science & engineering ($1M) Information technology ($1M)Faculty support programs To attract women & minorities ($1M) To support areas of greatest opportunity ($1M)

Program Support$32M Goal; $32.6M Raised

Academic department support ($19M) Entrepreneurship and management ($6M) Leadership & learning communities ($3M) Pre-college/summer programs ($1M) Interdisciplinary design ($1M) Study abroad ($1M) Undergraduate research ($1M)

The Fundraising Process Work with those of capacity then determine or develop

interest: Tell the UMR story & the dept/program vision Connect them to/involve them with UMR Ask for investment of 5% net worth over 5 years

Each of the seven fundraisers work with ~200 alumni in a geographic region who are capable of a $100K+ contribution

All fundraisers tell your department’s story and seek support They focus on the ~1,500 $100K+ prospective donors then the

~5,000 alumni capable of $50K gifts in their region

1%55%

10%

26%

8%Alumni

Friends

Foundations

Corporations

Other Organizations

Sources of Gifts, 7/03 – 6/07

Serving as an Ambassador:Please Assist in Involving Your Alumni

Speaking opportunities Class, professional society, lecture series, banquets

Personal Interactions Homecoming, alumni group mtgs when you travel

Advisory capacity Dept advisory board, academies, informal chair’s

council, student projects, capstone course liaison Recognition

Dept newsletter article, awards, professional degree

Corporate Connections Many exist and many more are needed. Please contact

Judy Cavender, AVC of Development (x6090)

Serving as an Ambassador:Please Assist in Telling the UMR Story

Tell of your experience with education and research

Tell of your department’s strengths and aspirations

Talk with UMR communications professionals and UMR fundraisers so we can tell your story and your department’s story on a larger, multi-media scale

Be open to talking with the media. Training is available and encouraged.

UMR Brand Pillars In order to deliver on the promise to

“prepare students to meet society’s technological challenges,”

what experiences must we provide,

what resources must be made available,

what daily actions by every member of the campus communitycan make the biggest impact

to achieve our mission and vision?

Promise/position: To prepare students to meet society’s technological challenges

PILLAR

Leading edge

academic preparation

Practical, hands-on

experiences

Relevant career

connections

Supportive and engaging communities

Opportunities to participate

and lead