Fund Raising and Class Mate Raising 101

Class of 1970 Annual Meeting

35th Reunion

Alumni Hall

Annapolis, MD

September 3, 2005

Partial Update December 14, 2009

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Types of Funds

• Restricted Funds

– Funds designated for a specific project or purpose

– Examples:• Brick and Mortar Projects – Robert Crown Sailing Center• Endowment of an Academic Chair such as Leadership or Aerospace Engineering

• Unrestricted Funds

– Funds to be used at the discretion of the Superintendent or the President and CEO USNA Alumni Association and Foundation to fulfill day to day requirements or emergent needs

– Examples:• Superintendent can support minor activities that are not self-sustaining, but make a significant contribution to the welfare of Midshipmen

• President and CEO USNA Alumni Association and Foundation pays the salaries of the Alumni Association staff who provide Alumni Services or the fundraisers who raise both Restricted and Unrestricted Funds.

– Member of Franklin Buchanan Society for Gift of $100,000 - $499,999

• Areas Sponsored– East Landing– Small Music Practice Room– Coaches’ Conference Room

• Goal: $100,000

• Total Contributions: $120,321

• Number of Donors: TBD

• Percentage of Participation: TBD

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Why do we need to raise Restricted and Unrestricted Funds?

• Answers:

– The government only provides funding to SUFFICIENCY.

– U. S. Naval Academy Alumni, Midshipmen and Parents desire EXCELLENCE.

– Do you want the U.S. Naval Academy to look like the Norfolk Naval Station or the U.S. Naval Academy?

– Do you want the Ogle Hall (Alumni House) to look like an old historic building falling into disrepair or a Historic Flagship Building for the Alumni Association of USNA symbolic of EXCELLENCE?

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Why do we need to raise Restricted and Unrestricted Funds?(Continued)

• Fundraising is the DELTA that turns sufficiency into the MARGIN of EXCELLENCE!!! You are the DELTA!!!! Be a member of the team who supports EXCELLENCE by contributing within your means.

• Class of 1970 has 120 loyal givers who have doing the contribution heavy lifting over the years. Are you one of these 120 classmates? If not, now is the time to become an energized participant. There are also heavy lifters who give of their time, i.e, your Reunion Committee, Class Fundraiser, Class Officers, and members of the Board of Trustees.

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Class of 1970 USNA Fundraising Projects

• Alumni Hall

– Member of Franklin Buchanan Society for Gift of $100,000 - $499,999

• Areas Sponsored

– East Landing (Isherwood Landing)– Small Music Practice Room– Coaches’ Conference Room

• Goal: $100,000

• Total Contributions: $120,321

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Alumni Hall

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Isherwood Landing Inside East Entrance

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Class of 1970 USNA Fundraising Projects (Continued)

• Armel-Leftwich Visitor Center

• Area Sponsored

– Naval Academy Seal

• Goal: $75,000

• Total Contributions: $106,469

• Number of Donors: 252

• Percentage of Participation: 37%

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Armel-Leftwich Visitor Center

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Class of 1970 USNA Fundraising Projects (Continued)

• Renovation of Robert Crown Sailing Center

• Area Sponsored

– Collegiate Sailing Hall of Fame

• Final Goal: $ 1,000,000

• Total Pledges: $ 971,782

• Total Contributions To Date (8/31/2005): $742,744

• Pledge Balance: $ 229,038

• Number of Donors: 178

• Percentage of Participation: 26%

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Robert Crown Sailing Center

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Class of 1970 USNA Fundraising Projects (Continued)

• Navy Marine Corps Memorial Stadium (USNA Football Stadium) Upgrade

• Area Sponsored

– China Service Battle Arch

• Final Goal: $ 250,000

• Total Contributions: $ 250,000

• Number of Donors: 2

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Navy Marine Corps Memorial Stadium

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Battle Arch Event in History Description

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Class Battle Arch

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Class of 1970 USNAFundraising Projects (Continued)

• 40th Reunion Class Project

• Area(s) Sponsored

– Athletic and Scholarship Foundation $250K– Center for Ethical Leadership $250K– Annual Fund $207,070

• Final Goal: $707,070

• Percentage of Participation Goal: 70%

• Initial Committee Formed – More Volunteers Welcomed– Nick Williams – Class Fundraiser– Dick Thompson– Gino Marchetti– Nubi Knudsen– Lynn Widener

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Class of 1970 USNAFundraising Projects (Continued)

• Summary

• Average Percentage of Participation* for Contribution of Restricted Funds

– Classes of the 70s Decade: 30.14%– Classes of the 60s Decade: 35.88%– Class of 1954 for current project: 80% ( Yes, it is Eighty Percent!!! BZ to ‘54!!!)– Class of 1970

» Armel-Leftwich Visitor Center: 37%» Robert Crown Sailing Center Renovation: 26%

• PARTICIPATION has been and will continue to be the key to successful fundraising.

• The point is not how much you contribute, but that you contribute within your means to the project or activity of your choice. We are at a place in our lives where we can look back on out time at USNA and realize what a tremendous impact it has had on each of us. When we do so, our decision to give back becomes a simple one.

• We are Alumni of the premier leadership development institution in the world. The extremely successful current campaign is appropriately named, Leaders to Serve the Nation. We serve the nation in both the military and civilian sectors with our leadership.

* Percentage of Participation is defined as the number of reachable donors, i.e., those that can be physically solicited.

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Class of 1970 Annual Fund (Unrestricted Funds)

• Annual Fund

• 2000– Total Contributions: $51,518– Number of Donors: 120– Percentage of Participation: 18%

• 2001– Total Contributions: $202,183– Number of Donors: 120– Percentage of Participation: 18%

• 2002– Total Contributions: $115,639– Number of Donors: 123– Percentage of Participation: 18%

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Class of 1970 Annual Fund (Unrestricted Funds)

(Continued)• Annual Fund

• 2003– Total Contributions: $ 126,035– Number of Donors: 194– Percentage of Participation: 28%

• 2004– Total Contributions: $ 164,108– Number of Donors: 199– Percentage of Participation: 29%

• 2005 (Letter to be sent after 35th Reunion – IDC stops calling 12/17/05)– Total Contributions: $ 48,868– Number of Donors: 99– Percentage of Participation: TBD

» TBD

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Class of 1970 Annual Fund (Unrestricted Funds)

(Continued)• Annual Fund

• Summary

– Overall: A very respectable and generous history of giving.

– However, the Class of 1971 has BEATEN us every year in participation and contributions from 2000 to 2004. They are leading so far in 2005. We are the senior class in the ’70s decade. We need to lead in every way possible!!!

– The Class of 1970 has beaten the participation average of all classes from 2000 to 2004.

– There are around 200 classmates who consistently contribute to the Annual Fund. ARE YOU ONE OF THEM?

» TBD

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USNA Annual Fund Giving from 2005 to 2009 (as of 12/09/2009)

Comparison of Class of 1970 with the Class that Graduated before 1970 and after 1970

Class 2005 2006 2007 2008 2009 Total1969 48,131$ 41,603$ 57,014$ 52,648$ 80,466$ 279,862$ 1970 175,797$ 195,783$ 177,135$ 161,619$ 521,685$ 1,232,019$ 1971 91,408$ 83,716$ 127,165$ 221,543$ 412,459$ 936,291$

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Class of 1970 USNALegacy Giving – All Funds

10/1/2000 – 8/31/2005• Total Class of 1970 legacy Giving: $ 4,862,168

– Kevin W. Sharer Endowment: $ 1,480,625

– USNA Football Stadium Upgrade: $ 1,379,580

– Robert Crown Sailing Center: $ 970,406

– Foundation Unrestricted: $ 808,426

– Alumni Association Unrestricted: $ 12,078

– Twenty-five Other Activities: $ 1,181,459

– $

• 2002– Total Contributions: $ XXXXX– Number of Donors: XXX– Percentage of Participation: TBD

• 2001– Total Contributions: $ XXXXX– Number of Donors: XXX– Percentage of Participation: TBD

• 2000– Total Contributions: $ XXXXX– Number of Donors: XXX– Percentage of Participation: TBD

» TBD

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Class of 1970 USNAFundraising Projects for the Fleet

• USS LAKE ERIE (CG 70) Sponsor– First Commanding Officer: CAPT Bill Parks ‘70

• Items Provided– Complete Set of Wardroom China– Sterling Silver Punch Bowl– Annual Leadership Awards for Outstanding Junior Officer and Petty Officer

» Award Plaques for Wardroom and Crew’s Mess» Individual Plaques for Winners (20 years)

– Large Class of 1970 Class Crest with Honorary Plankowners Names– Provided $2,000 for Post Commissioning Ceremony Reception

• Goal: $10,000• Total Contributions: $11,530• Total Donors: 151 (18% of Class)• Honorary Plankowners: 103 (Minimum of $70 Contribution)

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Class of 1970 USNAFundraising Projects for the Fleet

(Continued)• USS HOPPER (DDG 70) Sponsor

• Items Provided

– Annual Leadership Awards for Outstanding Junior Officer » Award Plaque for Wardroom» Individual Plaque for Winner (20 years)

– Annual Leadership Awards for Outstanding Junior Officer and Petty Officer

» Award Plaque for Crew’s Mess» Individual Plaque for Winner (20 years)

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Class of 1970 Goals for 35th Reunion

• Goals for 35th Reunion (Baseline Source for numbers is 4 November 2004)

– Increase Life membership from 42% to 70% (360 to 593)• Current : 365

– Increase correct email addresses in USNA AA database to 700 (472 to 700)• Current:

– USNA AA database: 539– Nick Visco’s List: 685

– Recruit, assign and utilize Battalion and Company Reps for more effective communications (0 to 42)

• Current: 30– Companies needed: 10, 12, 19, 22, 24, and 33. No Battalion Reps utilized.

– Increase President’s Circle members from 26 to 45 (70% growth)• Current: 30

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Class of 1970 Goals for 35th Reunion (Continued)

• Goals for 35th Reunion (Baseline Source for numbers is 4 November 2004) (Continued):

– Add Thursday night Reception for Class of 1970 Alumni, Sweethearts and Guests with Goal of 200 Attendees

• Current: 430– Friday Night Banquet attendance of 800 including Class of 1970

Alumni, Sweethearts and Guests • Current: 480

– Approve Class Project for completion prior to or by 40th Reunion• Current: Committee formed. Still seeking additional volunteers.

– Company Representatives personally contact all Alumni (Grad and non-Grad) of their Company and encourage their attendance at the 35th Reunion

• Current: Work in Progress

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Class of 1970 Goals for 35th Reunion (Continued)

• Volunteers for Chairman of the following Committees:• Distinguished Graduate Award Nomination (John Montgomery)• Nominating Committee for 35th Reunion (Dan Bowler)• 11th Company Wardroom Support (Fred Hall)• Governace Committee (Barry Steelman)• Tailgates for all Occasions (Gino Marchetti / Rick Heaton)• Class Luncheons and Dinners (Jim Carter)• 40th Reunion Class Project (Nick Williams)• 40th Reunion Committee Chairman (Dan Bowler)• Fundraising (Nick Williams)

– Committee members» Dave Martin» Dick Thompson» Gino Marchetti» Ed Moore

• President’s Circle (Clint Adams)• Memorial Affairs and Recognition for Deceased Classmates and Family Support

(Royal Connell (Temporary))• Class History and Sea Stories of the Class of 1970 (Mike Novak)

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Class of 1970 Pew in Renovated Naval Academy Chapel

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Class of 1970 Pew

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Class of 1970 Dedication Plaque on Chapel Pew