The Office of Development and Alumni Affairs

Program Review

February 22, 2007

Table of Contents

Goals & Accomplishments …………………………….2SWOT Analysis ………….……………………………..3Report of Giving………………………………….……..4Tiered Budget Requests………………………………..6FY2008 Proposed Budget……………………………...7

AppendicesOrganizational Chart—Present Time………………….8Organizational Charts—Peer Institutions……………..9Detailed Report of Giving—Annual Fund.……………10Detailed Report of Giving—Events……………………11Public Relations Success Stories 2006………………12

Marketing/ Branding

Press and Public

Relations

Alumni Office & Stockton

Alumni Association

Stockton College

Foundation

Fundraising and

Philanthropy

Office of Development and Alumni

Affairs

2

The Office of Development and Alumni AffairsStrategic Goals

Build the capability of the philanthropic arm of the College by increasing staff capacity, defining roles and strengthening the organizational structure of the Office of Development and Alumni Affairs as well as the College Foundation.

Increase donor confidence in the College’s development and alumni affairs program by developing processes for the donor-sponsored scholarship program and regularizing cultivation and stewardship activities.

Launch a campaign of involvement by significantly increasing the level of contact, knowledge of Stockton College and relationship with donors, prospective donors and alumni.

Make the development and alumni affairs program more integral to the College; begin to align development and alumni affairs priorities to the College’s academic priorities and master plan.

Review the College’s current marketing, advertising and promotional efforts and make recommendations for how to develop brand and how to put in place a comprehensive marketing plan.

Focus fundraising efforts on growing the College Foundation endowment. Raise more than $1 million and surpass last year’s 5.2% growth in donations to the College Foundation.

3

The Office of Development and Alumni AffairsSWOT Analysis

STRENGTHS•Small, dedicated staff•Increased leadership by the Foundation Board of Directors•A growing affinity by alumni•Accelerated growth in profits from and recognition of events•Measurable growth of positive print and broadcast media coverage•Increased donor confidence in Office of Development and in scholarship program•Growth in focus and size of permanent endowment•Experienced leadership and measurable goals in place•Young program with potential for future growth

OPPORTUNITIES•Chance to change communication and collaboration with other departments•Expand outreach and public relations state-wide•Solicit new partners for collaboration and investment in Stockton from the expected development boom in Atlantic City and throughout southern New Jersey•Build a culture of philanthropy through outreach and education•Annual Fund is relatively new with potential to grow as base for major gifts•Further define role of Foundation Board and increase membership•Increase donor awareness for support of College initiatives in addition to scholarships•Integration of the development effort college-wide•Grow our website as a marketing and philanthropic tool

WEAKNESSES•Office identity is unclear on campus •Other departments are not always sharing accurate information on alumni or events with the Office•Some core development policies are not in place currently (gift acceptance, naming, planned giving)•College relies on the Office for diverse activities that can distract from the core mission•Data management processes not yet in place•Flat organizational structure•Resources to communicate with alumni are not sufficient for a 30,000+ constituency•Role of Foundation Board and Alumni Board are still evolving

THREATS•Lack of reputation of New Jersey state colleges and universities•Decentralized marketing and communications structure•Lack of major corporate donors in this area•Expectations for philanthropic growth exceeds resources and staffing•Potential for donor fatigue with the state funding process for higher education •Seasonal and resort community not invested in College year-round

4

The Office of Development and Alumni AffairsReport of Giving as of February 12, 2007

$32,919 $60,821 $57,885

$214,684

$383,598

$539,103

$295,716

$528,489

$483,528

$346,978

$232,270

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

$800,000

$900,000

$1,000,000

FY2004 FY2005 FY2006 FY2007 YTD

Annual Fund Events (Gross) Program Support

$743,173

$900,045$946,902

$585,871

5

The Office of Development and Alumni AffairsRevised Growth of Foundation Accounts as of June 30, 2007

Total Assets

$1,739,182

$3,227,707

$1,859,203$2,681,573

$0

$1,000,000

$2,000,000

$3,000,000

$4,000,000

$5,000,000

$6,000,000

$7,000,000

FY2004 FY2005 FY2006 FY2007 YTD

$1,521,765

endowed

$1,602,454

endowed

$2,405,605

endowed

$3,000,000

endowed*

$4,645,123 $5,194,572

$6,424,593*

$4,160,774

Revised June 26, 2007 from Foundation audited statements (copies attached)

*Unaudited Foundation value, taken from Wachovia checking account along with market value of the investments.

6

The Office of Development and Alumni AffairsTiered Budget Requests for FY2008

Office Description Salary & Benefits Non-Salary Total Request

Tier 1 Requests

Alumni Affairs Increase in Alumni Networking Events $0 $20,000 $20,000

Increased Alumni Print Materials $0 $12,500 $12,500

Alumni Magazine (Print & Web) $0 $70,000 $70,000

Development Capital Fundraising Preparation $0 $100,000 $100,000

Increase in Cultivation & Stewardship Activities $0 $25,000 $25,000

Instit. Advancement Initiatives

Branding Effort $0 $150,000 $150,000

Increased College Advertising $0 $50,000 $50,000

Marketing and Communications $100,000 $0 $100,000

Total Tier 1 Requests $527,500

Tier 2 Requests

Instit. Advancement Initiatives

Marketing and Communications Staffing $90,000 $0 $90,000

Total Tier 2 Requests $90,000

Total Requests $617,500

7

The Office of Development and Alumni AffairsProposed FY2008 Budget

FY2007 Budget

FY2008 Budget

Tier 1 % Change

FY2008 Budget

Tier 1+2%

Change

Development

Salary $995,582 $1,095,582 10% $1,185,582 19%

Non-salary $200,000 $325,000 63% $325,000 63%

Alumni Affairs

Non Salary $37,000 $139,500 277% $139,500 277%

Institutional Advancement Initiatives

Non Salary $100,000 $300,000 200% $300,000 200%

TOTAL $1,332,582 $1,860,082 40% $1,950,082 46%

8

The Office of Development and Alumni AffairsOrganizational Chart – The Richard Stockton College of New Jersey

Chief Development Officer & Ex. Dir., College Foundation

Position PendingFoundation Accountant

[vacant]Manager of Events

Manager of Information Systems Planning

Assistant to the Chief Development Officer

Events Assistant (part-time)

Public Relations Officer

Director of Alumni Relations & the Annual Fund

Assistant Director of Alumni Relations & the Annual

Fund

New PositionDirector of Giving

[vacant]

Senior Clerk Typist/Gift Processor

Clerk Typist/Receptionist

Principal Clerk Typist

Foundation Board of Directors

Board of Trustees Development

Committee

Program Assistant

College President

Alumni Association Board

9

The Office of Development and Alumni AffairsOrganizational Chart—Peer Institution

Ramapo College of New Jersey

President Ramapo College

VP, Institutional AdvancementExec. Dir., Foundation

Chairman Foundation

Assoc. VP Institutional Advancement

Exec. Secretarial

Assist.

Assist. VP Institutional Relations Spec.

Projects

Institutional Adv.Comptroller

Donor Relations /Fund Raising Events Dir.

Dir. Major Gifts

Assist. VPComm. & Public

Aff.

Senior Grants Writer

Professional Services Specialist

Coord. Events and Conferences

Events & Scheduling Specialist

Secretarial Assistant

Dir. of Online Comm./Web Admin.

Assist. Web Admin.

Dir. Operations

Secretarial Assist.

Secretarial Assist.

Assist Dir.Alum

Relations

Assoc. Dir.Annual Fund

Dir. of Annual Giving and

Alumni Relations

Sen. Grants Writer

Dir.Prospect Research

Coordinator Special Events

Photographer

Secretarial Assist.

PR Specialist

Dir. Publications

Print Shop Supervisor

Graphic Artist

Printing Machine Operator

Comm. Specialist

10

The Office of Development and Alumni AffairsDetailed Report of Giving – Annual Fund

2005 2006 2007 YTD 2007 Projected

# Donors Donations # Donors Donations # Donors Donations & Pledges

# Donors Donations

Alumni 52 $4,411 369 $20,581 284 $18,766 393 $41,289

Business/ Corporation

8 $364 11 $7,981 6 $2,130 7 $4,000

Faculty/Staff 78 $10,287 95 $13,268 59 $13,192 99 $14,456

Foundation Board/BOT

15 $10,268 16 $10,146 17 $15,600 29 $12,134

Other 65 $7,589 66 $8,845 59 $8,197 96 $13,121

TOTAL 218 $32,919 557 $60,821 425 $57,885 624 $85,000

Alumni, 24%

FD/BOT

7% Fac/Staff

35%

Bus/Corp

4%

Other

30%

Alumni, 66%

FD/BOT3%

Fac/Staff17%

Bus/Corp2%

Other12%

Other14%

Bus/Corp1%

Fac/Staff14%

FD/BOT4%

Alumni, 67%

2007 YTD20062005

11

The Office of Development and Alumni AffairsDetailed Report of Giving – Events

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

FY2005 FY2006 FY2007 YTD

Scholarship Benefit Gala

Gross Expenses Net

$0

$10,000

$20,000

$30,000

$40,000

$50,000

$60,000

$70,000

$80,000

$90,000

FY2005 FY2006 FY2007 YTD

Golf Outing

Gross Expenses Net

12

The Office of Development and Alumni AffairsPublic Relations Success Stories - 2006

The Office of Public Relations supports the efforts of Development and Alumni, along with the College as a whole. Last year the Office generated 114 press releases, resulting in over 3,000 print and broadcast

media placements.

Top Stories Covered: • Stockton Becomes National Model in Civic Engagement: Constitution Day and other events receive

widespread coverage. Topics include suburban sprawl, eminent domain, genocide in Darfur, fair trade food items

• Aviation Research Park: Stockton hosts press conference and receives statewide print and broadcast coverage highlighting College’s role in developing facility in conjunction with FAA William Hughes Tech Center, Atlantic City International Airport and Atlantic County. Project is hailed for diversification of regional economy, incubator for new business development and source of research and jobs.

• Stockton a Model for Green Technology in Building Operations and Construction: Aquifer Thermal Energy System (ATES) and “Green technology” built into new F-Wing Expansion project is given statewide attention.

• Comcast Newsmakers: In 1999, the Office of Public Relations secured Stockton as the production site for Southern New Jersey for this 5-minute interview show running on nearly a million Comcast cable subscribers statewide. The office also served as liaison with Comcast in placing nearly 50 administrators, faculty and student guests. Spring Benefit, SRI/ETTC, Development, Teacher Ed, Physical Therapy and Professional training programs at the Carnegie Center all received coverage in this show, at no cost to the College. Purchased TV advertising with similar reach is valued in excess of $250,000.

• Homeland Security Track: Stockton, the first College in the nation to offer such a program as part of Criminal Justice curriculum, received positive region-wide publicity.

• Holocaust Center Activities: Stockton’s Holocaust Resource Center again received national coverage for its innovative programs, including a “high school graduation” ceremony for survivors who never finished formal high school education, but who went on to have successful careers in business and industry, the arts, and the trades.