Development and Alumni Strategy Council

1. Development and Alumni Strategy Council Advise on how to maximize private funding support for UNM over the long term ENCOURAGEMENT The Council members shall encourage development and alumni efforts by leadership and interested faculty and staff and advise on the establishment of appropriate expectations and benchmarks. PREPARATION The Council shall advise on preparations for the next comprehensive campaign and pursuit of new donors beyond the State of New Mexico. COORDINATION The Council shall advise on the coordination of the campus development and alumni efforts and major gift strategies, policies and plans.

2. Development and Alumni Strategy Council Opening Remarks- President Bob Frank Member Roles, Responsibilities and Expected Outcomes Building a Culture of Philanthropy Development Metrics

3. Development and Alumni Strategy Council Opening Remarks - President Bob Frank (cont.) Chronicle of Philanthropy Article “When you look at the difference between organizations that are successful at fundraising and those that are failing, institutional embrace is really the key difference.” -Chronicle of Philanthropy, 1/13/13 Integrating Alumni Affairs and the Foundation

4. Development and Alumni Strategy Council Highlights of the UNM/UNM Foundation September 2012 MOA • The President will establish a new university wide alumni and development strategy council to advise and coordinate development and alumni activities • The President of UNM is a voting member of the UNM Foundation Board of Trustees, Executive Committee, Investment Committee and Committee on Trustees* • The President of UNM will appoint two Deans to serve as Trustees on the UNM Foundation Board* • The UNM Foundation will function as an interdependent entity with a close operational and fiscal relationship with the University through the University President and the academic leadership of the University • Direct report and evaluation of the UNM Foundation President now shared between the UNM Foundation Board of Trustees and UNM President

5. Development and Alumni Strategy Council MOA Highlights cont. • New multi-year funding commitment will stabilize the UNM Foundation budget and allow the Foundation to grow to meet the needs of UNM • The Foundation shall, at its next regularly scheduled Board of Trustees meeting, further amend its Bylaws to conform with the terms of this MOA • The University will include fundraising in all Dean’s job descriptions • The University will monitor expenditures or income disbursements from all spending accounts to ensure donor-imposed restrictions are maintained, and the University’s Department of Internal Audit will periodically review compliance with such restrictions • * Points reflected in revised UNMF Bylaws • Items accomplished as of December 31, 2012 • Items pending as of January 1, 2013

6. Development and Alumni Strategy Committee Development and Alumni Strategy Council

7. Development and Alumni Strategy Committee Development and Alumni Strategy Council

8. Development and Alumni Strategy Committee Development and Alumni Strategy Council

12. Development and Alumni Strategy Council Growing Your Development Program

13. University of Florida Campaign History“Embrace Excellence” • Timeline: 1986-1990 • Development Officers: 25-30 • Goal: $200-$250 million • Result: $392.6 million

14. University of Florida Campaign History “It’s Performance That Counts” • 1997-2000 • Development Officers: 40 • Goal: $500 million - $750 million • Result: $850.4 million

15. University of Florida Campaign History “Florida Tomorrow” • 2005-2012 • Development Officers: 74 • Goal: $1.2-1.5 billion • Result: $1.45 billion to date- 10 months remaining

16. Development and Alumni Strategy Council ALUMNI RELATIONS • Structure • Overview

17. Development and Alumni Strategy Council

18. Development and Alumni Strategy Council  If students are the heart of the University, Alumni are the soul. Alumni act not only as the memory keepers for the University of New Mexico, they also are living testaments to achievement bridges between academics and community.

19. University • President • (In Transition) UNM Alumni Association 501 (C) (3) Alumni Relations Office 10.2 FTE Executive Committee Board of Directors 32 Members Development and Alumni Strategy Committee Structure

20. Where are our Alumni?

21. Distribution of UNM Alumni in New Mexico

22. Alumni Count Breakdown Total record count for Alumni: 181,713 * indicates percentage of total record count. All others are percentage of active Alumni.

23. Alumni by School or College

24. UNM Alumni Age Groups of UNM Alumni

25. Alumni Lifeline ModelLong-Term Investment

26. Next Month’s Alumni Activities Next Month’s Alumni Activities Monday, January 28: Alumni Association Legislator Appreciation Reception, Santa Fe Tuesday, January 29: UNM Day at the Legislature Tuesday, January 29: Lobo Living Room Planning Session Tuesday, January 29: STEP Class Thursday, January 31: Launch Super U Spirit Club Merchandize Program Friday, February 1: Trailblazer Meeting Friday, February 1: Launch Alumni Association Scholarships Program Monday, February 4: The Howler monthly online E-newsletter emailed to all alumni and friends Saturday, February 9: Lobo Day Northern California event Saturday, February 9: Lobos Coast to Coast Game Watch Event – 20 locations (6 NM & 14 nationwide) Saturday, February 9: Launch Albuquerque Alumni Chapter Monday, February 11: Alumni Association Awards & Scholarship Committee Meeting Tuesday, February 12: UNM Class Ring order days Tuesday, February 12: Alumni Association Finance Committee Meeting Tuesday, February 12: Grad School Q&A Session, hosted by Young Alumni Friday, February 15: Executive Committee Meeting Wednesday, February 20: Homecoming 2013 Planning Committee Meeting Thursday, February 21: Alumni Association Winter Awards Dinner, Hotel Andaluz, Friday, February 22: Board of Director’s Meeting Saturday, February 23: Lobo Day Event, Austin, TX Tuesday, February 26: Winter Grad Mini Diplomas Mailed Thursday, February 28: Scholarship application deadline Thursday, February 28: Lobo Living Room Event, Dr. Verstynen’s Lecture, “Zombies”, Hodgin Hall Reception & Centennial Engineering lecture March: all Chapters begin their 90+ College Fair Activities Friday, March 1: Sunday, March 3: Dinners for 12 Strangers, (12 alumni dinners) Monday, March 4: The Howler monthly online E-newsletter emailed to all alumni and friends Monday, March 4: UNM Alumni Collaborative Spring Meeting Tuesday March 5: STEP Class Tuesday, March 5: Mirage Spring issue to Post Office Wednesday, March 6: Young Alumni Advisory Meeting Wednesday, March 6: Executive Committee Meeting

27. Challenges & opportunities Database/ Data Mining Invent the future of serving and engaging alumni Forces of change: demographic, technological, generational - creating a new landscape to explore and develop Change in educational delivery systems; distance learning Investing in Alumni (finding the balance) Long-term vs. Short-term Top line vs. Bottom line Strong Market Brand UNM President’s Tenure

28. We have a great University A great University has a great Alumni Association and a great Alumni Association requires the support of its University. I&G/# of Alumni

29. Development and Alumni Strategy Council BREAK

30. Development and Alumni Strategy Council Comments by Council Members on Embracing and Deepening Philanthropy at UNM

31. National Trends Michael Sinkus Leader, Higher Education Practice Group Marts&Lundy Innovators in the Art & Science of Philanthropy

32. Habits of Highest Achieving Development Organizations • A positive environment embodied by the President in which philanthropy is viewed as necessary and noble, creating necessary and noble outcomes. • The Foundation and staff are empowered, and deans and faculty are integrated and involved. • Deeper and deeper analytics driving metrics and activity • Willingness to invest for the long-term

33. Southwest University Campaign Comparisons • Arizona $1.5 Billion Planning • Utah $1.0 Billion Completed • Colorado $1.5 Billion Public • Colorado St. $537 Million Completed • UCSD $1.0 Billion Public • UNM $675 Million Public

34. Southwest University Campaign Comparisons • # Development • FTE • Arizona $1.5 Billion 53 Planning • Utah $1.0 Billion 60 – 70 Completed • Colorado $1.5 Billion 100 Public • Colorado St. $537 Million 32 Completed • UCSD $1.0 Billion 64Public • New Mexico $675 Million 25 Public

35. Development and Alumni Strategy Council Health Sciences Center Areas of Focus • Evolving Culture of Philanthropy • Defining Roles of Development • Grateful Patient Fundraising

36. Trends and Issues at Academic Medical Centers Douglas Stewart Leader, Health Sciences Practice Group Marts&Lundy Innovators in the Art & Science of Philanthropy

37. Some National Trends in Academic Medical Center Development Organizations

38. Habits of Highest Achieving Academic Medical Center Development Organizations

39. New HIPAA rules (effective March 26, 2013)

40. Some potential issues/challenges/opportunities forUniversity of New Mexico Health Sciences

41. Campaign Strategy Michael Sinkus Marts&Lundy Innovators in the Art & Science of Philanthropy

42. Campaign Planning Institutional Mission Long Range Plan Campaign Interaction & Consensus The Case Case Development Refinements Capacity Analysis

43. Role of Top Donors $ = Millions

44. Capacity & Attachment Example

45. Capacity Analysis Example

46. Staffing Analysis Example The table below looks at the total number of prospects, prospect visits, solicitations and closures that could be expected by the current staff for the remainder of the campaign. Current fundraising staff can be expected to close 1,016 gifts over the remainder of the campaign, assuming productivity metrics have been met.

47. Development and Alumni Strategy Council Quarterly Meeting Schedule Monday May 6, 2013 3:00pm – 5:00pm Roberts Room Monday August 5, 2013 3:00pm – 5:00pm Roberts Room Monday November 4, 2013 3:00pm – 5:00pm Roberts Room

48. Development and Alumni Strategy Council Advise on how to maximize private funding support for UNM over the long term ENCOURAGEMENT The Council members shall encourage development and alumni efforts by leadership and interested faculty and staff and advise on the establishment of appropriate expectations and benchmarks. PREPARATION The Council shall advise on preparations for the next comprehensive campaign and pursuit of new donors beyond the State of New Mexico. COORDINATION The Council shall advise on the coordination of the campus development and alumni efforts and major gift strategies, policies and plans.