Division of
Alumni & Development and the UNC Asheville Foundation, Inc.
Report to the
Faculty Senate
Overall Development Report:
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Cumulative
Fundraising Report: As of |
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FY
2007 |
FY
2006 |
Change |
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TOTAL
COMMITMENTS * |
$
2,021,920.16 |
$
389,995.26 |
418% |
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TOTAL
CASH # |
$
785,077.45 |
$
251,150.13 |
213% |
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CASH
RECEIVED DIRECTLY |
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*#
Total Cash Gifts Received |
$
149,017.45 |
$
147,400.13 |
1% |
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Number of Cash Gifts Received |
831 |
558 |
49% |
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Average Cash Gift Amount |
$ 179.32 |
264.15 |
-32% |
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STOCKS
RECEIVED AND SOLD |
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(Planned
Giving excluded) |
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*
Total Amount Received |
$
17,578.71 |
$
10,375.00 |
69% |
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#
Total Amount Converted to Cash |
$
17,578.71 |
$
10,375.00 |
69% |
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Number of Gifts |
7 |
1 |
600% |
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PLEDGES |
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*
Total Pledges Received this period |
$
148,905.32 |
$
40,425.00 |
268% |
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Number of Pledges Received this period |
665 |
8 |
8213% |
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#
Total Cash against Pledges received this period |
$
44,182.00 |
$ 50.00 |
88264% |
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#
Total Cash against Pledges received prior to this period |
$
574,299.29 |
$ 93,325.00 |
515% |
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GIFTS
IN KIND |
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*
Total Gifts in Kind Received (excludes Real Property) |
$ 7,119.39 |
$
7,470.13 |
-5% |
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Number of Gifts in Kind Received |
5 |
4 |
25% |
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REAL
PROPERTY |
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*
Total Real Property Gifts Received, Valued at |
$ - |
$ - |
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#
Amount of Real Property Converted to Cash |
$ - |
$ - |
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Number of Real Property Gifts Received |
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PLANNED
GIFTS |
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*
Total Value of Planned Gifts Secured/Expected |
$
1,125,000.00 |
$
91,000.00 |
1136% |
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Number of Planned Gifts Secured/Expected |
3 |
3 |
0% |
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Number of Planned Gifts Secured/Expected,
Unknown Value |
0 |
0 |
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#
Total Value of Planned Gifts Matured |
$ - |
$ - |
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Number of Planned Gifts Matured |
0 |
0 |
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Section 1: Development:
Annual Programs
(A) The Alumni Phonathon was
conducted from August 18 -
The next alumni solicitation, direct mail, is scheduled for the second week of November.
(B) UNC Asheville Family Weekend
was
(C) Parents Fund fund-raising
efforts by phonathon began
The first Family Newsletter of the year was published in August; the second issue will be mailed in early December.
The National Parents Council will
have its annual fall meeting
They will receive an update on campus construction campus; consider a funding request
for a spring break project in
parents and family website. Susan and Lowell Grabel of Atlanta will step down as National
Alumni Council chairs following three years of distinguished service.
(D) Senior Class Gift Campaign
planning has begun for this year. The
kick-off of the student campaign coincided with the Senior Graduate Fair,
(E) Other Items –
Work continues on the Alumni Satisfaction Survey with results due in December 2006. The purpose of the survey is to answer the following 3 questions: (1) Why do alumni who contribute financially to the University do so? (2) Why do alumni who do not contribute financially to the University not do so? (3) What messages would resonate with alumni non-donors to encourage them to make financial contributions to UNC Asheville?
Personal visits to alumni by Assistant Vice Chancellor Tim McLain to request financial support of their department within the University or for the Chancellor’s Excellence Fund will become the primary focus of Mr. McLain’s effort over the next 8 months.
Section 2. Development:
Major
Gifts
(A) We had a strong first quarter in both cash received and total commitments. The first payment of $500,000 from Joe Kimmel’s $2,000,000 pledge accounted for the difference in cash received.
(B)
Fundraising for the remainder of Pisgah House will be completed by Thanksgiving
with all verbal agreements confirmed by written pledges. In addition, a number of in-kind gifts
(construction materials) have been offered.
The Committee (
(C)
Fundraising for the
(D) The divisional search is underway for an Associate Vice Chancellor for Major Gifts and Endowments. The person in this position also will supervise Planned Giving efforts and Prospect Research activities. The search is expected to close November 2.
(E) The annual Scholarship Luncheon is on October 31. Current donors of $500 or more, those with endowed scholarships, and those with bequests for scholarships are invited along with their assigned students.
Section 3. Development: Planned
Giving
(A) A $1 million bequest from an IRA from a member of the Board of Trustees will be announced at the November 14 dinner of the Board of Trustees, Foundation Board, National Alumni Council, and National Parents Council. Annual Distinguished Alumni Awards will be presented in the same program.
(B) A former staff member in Human Resources and spouse of a UNC Asheville professor has notified us in writing of her bequest plan for $125,000 to be used for scholarships.
(C) Thanks to a referral from Frosene and Steve
Zeis, a bequest from a new friend of the University for $250,000 is in the
final stages of approval. The bequest
will endow scholarships for a student from
(D) Our final Planned Giving Seminar led by
(E) A letter regarding IRAs and new Federal regulations is being mailed at the end of October to approximately 4,000 alumni and friends.
Section 4. Development: Endowment/Investment
Committee
The combined endowments of the University and
the
As of
(On
For the
quarter ending
The next
meeting of the Investment Committee of the UNC Management Company is on
The
Endowment/Investment Committee will next meet on
Section 5. Development: UNC
Asheville Foundation, Inc.
The
Foundation Board of Directors met on
At the
Foundation meeting of
At the same
meeting, directors approved allocation of Unrestricted Endowments as follows:
$20,000 for the Chancellor’s high priority initiatives, especially costs
related to University community formation and to strategic planning; $45,000 to the Provost’s office to assist
programs in the areas of Academic Affairs relating to the Honors Program,
faculty development in teaching, curriculum development, research, and seed
money for craft campus initiatives; $20,000 to the Vice Chancellor for Student
Affairs to enhance professional development opportunities, to create an
“Unleashing the Creativity Fund,” to support new assessment initiatives, and to
help development of a citizenship education model; and $15,000 for support of
campus diversity initiatives. Foundation directors asked that those
administering these funds indicate to recipient individuals, departments or
organizations that the funds represent private support of UNC
Alumni
Section 6. Office of Alumni
Alumni Demographics Report
Total number of graduates (1929-2006): 13,469
Total living alumni: 12,974
Total alumni with good addresses: 11,351 (87.5 percent)
Percentage by gender: 56 %-female, 44 %-male
Top states in which alumni reside (in rank order): NC, FL, GA, SC, VA, TN
Top major metro areas in which alumni reside (in rank
order):
Percentage of alumni that have graduated in last
Average age of alumni: 36 years
Percentage by ethnicity (1990-2006): 1.4% Asian; 3% African-American; 1.6% Latino or Hispanic; 0.3% American Indian; 0.6% Other; 92.7% White; 0.4% Unknown. (Note: because ethnicity was not reported until recent decades, we have a large number of alums in the database for which ethnicity is not recorded.)
(A) The Alumni Office, in partnership with the Division of Student Affairs, provided entering Freshmen special welcome packets that included advice from Alumni as to the Top 10 Things You Don’t Want to Miss as a UNC Asheville Student. Recommendations included Go Downtown (10), Study on the Quad (7), Watch the Moon Rise over Rhoades Hall (3), Go to Games (2), and Get Involved (1). The special Class of 2010 website also had a dictionary of useful and fun UNC Asheville terms and definitions such as “the Quad,” “The Caf” and “prof.”
(B) The Alumni Office, in partnership with the Annual Fund Office, piloted alumni events as part of Family Weekend and the Chancellor’s Installation. Information gathered will be used to develop future reunion activities.
(C) The National Alumni Council
welcomes seven new members: Derek Allen ’93 of
(D)
Forthcoming: The University will present the National Alumni Awards
during the Boards Reunion Dinner on November 14 at
The Alumni Office is working with the Division of Student Affairs to develop a new collection of Student/Alumni programs.
Other plans include the development of a Web Community for Alumni to better serve the electronic information needs of the Alumni.
Section 7: Office
OF PUBLIC Information
(A) Chancellor Ponder’s
September 15 Installation was covered by the Asheville Citizen-Times, the
(B) Chancellor Ponder was profiled in “Our State” magazine and the Urban News & Observer, appeared on UNC-TV’s news show “North Carolina Now,” and did an hour-long interview on “Conversations” on WCQS-FM Radio.
(C) Public Information coordinated the podcasting of the Chancellor’s Installation Address and Robert Yearout’s Convocation Address, oversaw the Installation website, and developed smaller websites for Convocation and Hispanic Heritage Month.
(D) Faculty experts contributing to news stories included nutrition expert Amy Lanou;
Ron Manheimer on married life after retirement; botanist David Clarke; and political scientist William Sabo.