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University Advancement Fiscal Year 2013 Budget Presentation

University Advancement Fiscal Year 2013 Budget Presentation. Presented by Gina M. Cappello Vice Chancellor of University Advancement Tuesday, May 29, 2012. INTRODUCTION. Page 2. Office of University Advancement. University Advancement B0045 Major Gifts Corporations and Foundations

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University Advancement Fiscal Year 2013 Budget Presentation

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  1. University AdvancementFiscal Year 2013Budget Presentation Presented by Gina M. Cappello Vice Chancellor of University Advancement Tuesday, May 29, 2012

  2. INTRODUCTION Page 2.

  3. Office of University Advancement • University Advancement B0045 • Major Gifts • Corporations and Foundations • Annual Giving – UMass Boston Fund • Advancement Communications • Finance and Operations Management • Advancement Services • Prospect Research • Stewardship • Data and Gift Processing • Office of Alumni Relations B0044 Page 3.

  4. Page 4.

  5. Page 5.

  6. UA is comprised of 24.5 professional staff members and 6 classified staff members. Of the total classified staff only 3 are administrative assistants; one of whom serves as front desk receptionist. Page 6.

  7. FY2013 University Advancement Organizational Chart *Split-Funded position with Chancellor’s Office: .50 FTE Assistant Director of Special Events Page 7.

  8. University Advancement Responsibilities • Primary responsibility is to raise funds which align and enhance the strategic priorities of the university. Page 8.

  9. FY12 REVIEW Page 9.

  10. Page 10.

  11. Page 11.

  12. Note: $2.1 million irrevocable bequest is in the pipeline for FY13 Page 12.

  13. FY12 Budget Reductions Accepted • The total reductions $38,080 represents 1% of FY12 base budget $3,604,253 • These reductions are permanent and had little impact on UA’s overall FY12 budget Page 13.

  14. FY12 New Strategic Requests Granted • A search for this position is underway and we anticipate we will fill it the beginning of FY13. Page 14.

  15. FY12 Increase in VC Area Activity • In an effort to engage alumni, friends of the university as well as students and faculty , Board of Visitors members have imbedded themselves into our campus life this past year which has resulted in the establishment of: • Board of Visitors Internship Program: We’ve secured 20 paid internship positions at WB Mason this summer. The Board’s goal is to secure 300 paid internship positions over the next 5 years. • Pipe-line Program: Board members collaborated with Tufts University Medical School and have created a “pipeline” program for our medical students to embark upon a career track at Tufts University. • Establishment of Student Philanthropy Council • UA sponsored its first ever Student Philanthropy Week to promote education about philanthropy and to promote the impact gifts from alumni and friends have on campus. Page 15.

  16. FY12 Increase in VC Area Activity Continued • Established “Someone to be Proud of Series” • Luncheon series which features some of our most distinguished graduates • Chancellor’s Roundtable series to attract prospective funders • Conducted more Planned Giving Seminars which increased membership to theLampas Society • More outreach efforts through social media vehicles (Facebook, LinkedIn, and Twitter) to increase our alumni participation • Increase in the number of Stewardship/Alumni Events • Elevated fundraising efforts for Scholarship Gala in 2012 Page 16.

  17. FY13 BUDGET OVERVIEWAND REDUCTION PROPOSAL Page 17.

  18. Note of the total FY13 budget $3,571,701 – 78% Payroll ($2,802,224) and 22 % operating ($769,477) Page 18.

  19. FY13 Budget Reduction Proposal • Total reduction amount: $178,585 • Reduction proposal by subsidiary: • AA State Payroll: $171,373 • CC Student Payroll: $7,212 $178,585 Page 19.

  20. FY13 Budget Reduction Proposal • Eliminate 3 staff positions from fundraising and operations area Total: $171,373. Impact • Eliminating staff positions as we gear up for a capital campaign will undoubtedly weaken our fundraising efforts. Increasing our donor and alumni participation rates (an important metric for advancement progress) will become more difficult. • Eliminating an operations position means that frontline fundraisers will have to assume more events and administrative management, which is time intensive and will dilute their solicitation efforts. Page 20.

  21. FY13 Budget Reduction Proposal • Reduce student payroll by $7,212. Impact • Reducing the number of students employed who provide telemarketing services and assist with administrative duties will impact dollars raised and alumni participation rates. Page 21.

  22. FY13 NEW STRATEGIC REQUESTS Page 22.

  23. FY13 New Strategic Requests • UMass Boston is heading into the “silent phase” of a $100 million campaign ($50 million in philanthropy and $50 million in private sponsored grants). To meet these goals UA is requesting additional resources of $567,007 to support personnel, campaign initiatives and the division’s technology needs. Personnel FY13 Amount Fringe & TFA Upgrade Asst. VC of Alumni Relations to Associate VC of Alumni Relations and UMass Boston Fund Start Date: 7/1/2012 (52 weeks) $46,053 • To eliminate fragmentation, silos and an inefficient reporting structure, The Office of Alumni Relations will merge with the Annual Fund and Advancement Communications into one cohesive unit – The Office of Alumni Relations and The UMass Boston Fund. • This will bring a more strategic approach and stronger link to alumni outreach, engagement, solicitation, and communications which will result in increased alumni giving and participation rates. Our donor pipeline will grow because it will be better managed. Page 23.

  24. FY13 Personnel Requests Continued PersonnelFY13 Amount Fringe & TFA Special Events Coordinator (SAP level 29) 1 FTE Start Date: 8/19/2012 (45 Weeks)$50,161 • Conducting strong cultivation programs and events is essential to drawing new alumni and non-alumni donor prospects to the university. New engagement strategies and vehicles such as Board of Visitors, college advisory committees, The Uncommon Leaders Forum, Someone to be Proud of series and Chancellor’s Roundtable discussion forum all require significant events planning and management. Frontline fundraisers should be spending their time on raising money, not running events; therefore we request funding to support this new position. Assistant Director of Alumni Relations (SAP level 30) 1 FTE Start Date: 8/26/2012 (44 weeks)$53,326 • To facilitate a robust outreach to alumni which will include the development of regional chapters for alumni cultivation, we need additional staffing. There are parts of the country with large, untapped graduates who we expect will become new donors with proper cultivation. Building these new alumni audiences will be critical to identifying prospects for the upcoming campaign. Page 24.

  25. FY13 Personnel Requests Continued PersonnelFY13 Amount Fringe & TFA Administrative Assistant (Grade 15) 1 FTE Start Date: 8/26/2012 (44 weeks) $44,376 • UA requests a new position to support both Assistant Vice Chancellor of Corporate and Foundation Relations, and serve as back up for general office administration and reception. Proposal development and submission are administratively intensive which require form submission, photo copies, and fact checking. The fundraiser’s effectiveness is greatly enhanced by having strong administrative support to facilitate as many proposal submissions and solicitations as possible. Graphic Designer (SAP level 31) .50 time Start Date: 9/9/2012( (42 weeks) $32,466 • UA would like to split-fund a graphic designer position with Government Relations and Public Affairs. We frequently utilize the creative services team to design direct mail solicitations, invitations to events, programs, marketing brochures, and professional endowment reports to donors. UA’s projects account for 17.5% of the work generated in Government Relations. TOTAL PERSONNEL COSTS: $226,382 Page 25.

  26. FY13 New Strategic Request - Campaign Budget Page 26.

  27. FY13 Campaign Budget Continued Page 27.

  28. Page 28.

  29. FY13 New Strategic Request • TechnologyTotal: $15,260 Capital Request • UA requests $6,540 to purchase a more robust server for the division. As we gear up for a capital campaign and migrate to a new advancement system it is important that we have an updated server to allow data sharing between staff and data back-up. Other Computer Equipment • To provide 7 staff members with more updated computers we would like to request $8,720. Page 29.

  30. FY13 New Strategic Requests • Top 3, Ranked in Order 1. Upgrade Assistant VC of Alumni Relations 2. Campaign Expenses 3. Special Events Coordinator Page 30.

  31. UA’s Strategic Requests are Aligned with the University’s Strategic Plan • Private philanthropy is central to the university’s ability to realize the goals of its strategic plan. A capital fund drive will garner resources that will advance student success, through programs and scholarship funds, enrich and expand research through faculty development, research, and teaching support and improve the physical environment for learning by attracting resources for new and renovated campus infrastructure. • Finally, the success of a campaign will transform the culture of giving to a public university to set precedent for a future financial model that counts private dollars as a reliable part of the University’s revenue stream. UA’s request for personnel, campaign funding and technology upgrades will secure its ability to mount UMass Boston’s most successful campaign ever. Page 31.

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