| Goal =
4 |
Vice President/Executive Director (including Fundraising) - =
=C2=A0Recruit, hire, train, supervise and evaluate professional and =
support staff to meet annual goals. =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 |
Achieve =
target staffing level for University Advancement and complete personnel =
goals. =C2=A0Achieve 100% of each department=E2=80=99s annual goals. =
=C2=A0Achieve target membership level for Foundation Board. =
=C2=A0Conduct quarterly meetings and maintain communication between =
meetings. =C2=A0Provide written agendas, written supporting =
documentation of major issues, and written meeting minutes. =
=C2=A0Account for all funds received as of June 30, 2005 and compare =
with annual goals. =C2=A0 |
Complete annual review/report for each administrative unit =
and Board to verify goal attainment. =C2=A0Recognize accomplishments and =
address deficiencies. Initiate self-report of Board effectiveness. =
Pursue recommendations to promote Board effectiveness. =C2=A0Publish and =
distribute Annual Report of fundraising. =C2=A0Review during staff =
retreat in August. =C2=A0Improve practices as necessary and appropriate. =
|
Ongoing; July 2005, 2006, 2007 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =
=C2=A0 =C2=A0 |
| Goal 1, Goal =
7 |
Community Relations and Marketing - Plan, develop and =
administer a comprehensive communications program that incorporates =
public relations, media relations, advertising, publications, and campus =
events to promote the University to the public. |
Generate =
press releases, present stories to media, schedule television interviews =
for staff, produce monthly electronic professional performance =
newsletter, produce quarterly newspaper and television program, =
coordinate media requests for experts, conduct advertising campaigns, =
conduct charity solicitation campaigns. =C2=A0 |
Maintain file of press releases and match printed stories =
with releases; maintain video file of television news interviews and =
FGCU news programs; mail newspaper to public/community constituency; =
maintain file of print and electronic advertising; maintain records of =
charitable giving and report results in newspaper and television. =
=C2=A0Verify that media coverage in print and electronic news surpasses =
last year's in number of stories and amount of television news time. =
=C2=A0 Revise practices as appropriate. =C2=A0 |
Ongoing; =C2=A0July 2005, 2006 and =
2007 |
| Goal =
3 |
Athletic Gifts - Meet or exceed intercollegiate athletics =
development, fundraising, marketing and promotions goals. =
|
Secure =
endowed scholarship funds, annual cash and in-kind commitments for =
operating and capital expenditures. =C2=A0Market and promote athletics =
to the University and greater community. =C2=A0 |
List endowed scholarship funds in University catalogue. =
=C2=A0Compare dollars received/pledged with fundraising goals. =
=C2=A0Review donor gift participation levels. =C2=A0Contact donors as =
necessary. =C2=A0Identify and contact new prospects. =C2=A0Describe =
marketing and promotional initiatives in annual report. =C2=A0Gather =
feedback from promotional event participants and staff to improve future =
initiatives. |
Mid-year reviews in December and =
year-end reviews completed in May 2005, 2006 and 2007. =
=C2=A0 |
| Goal =
8 |
Foundation Finance - Invoice, receive, receipt, record, and =
account for all charitable gifts. =C2=A0Manage donor =
database. |
Invoice =
donors 30 days in advance. =C2=A0 Mail donor receipts within two =
business days of gift acceptance. =C2=A0Plan and host schedule of major =
events. Process checks within seven days of receipt of completed check =
request. =C2=A0Post deposits and month entries in a timely manner. =
=C2=A0Participate in entire audit process. =C2=A0Produce necessary =
information for annual report. |
Evaluate invoicing process annually. =C2=A0Perform random =
checks on the tax receipt processing timeline. =C2=A0Reconcile monthly =
bank statements with accounting system on a monthly basis. =
=C2=A0Complete an unqualified audit annually. =C2=A0Complete annual =
report annually. =C2=A0Improve financial processes involved to achieve =
established goals. |
Ongoing; =C2=A0July 2005, 2006 and =
2007 |
| Goal =
1 |
Major Gifts (including College Campaigns and Special Events) =
- Identify, research, cultivate, solicit, and close major restricted, =
unrestricted and endowed gifts for scholarships, programs, facilities, =
and professorships. =C2=A0Provide stewardship to donors. To increase the =
base of financial support for the five individual colleges through =
individual giving by initializing an annual campaign program. =
=C2=A0Plan, organize, and complete major fundraising and donor =
recognition events. =C2=A0 |
Contribute to the annual fundraising goal of 15M. =
=C2=A0Complete Dedicated To Greatness capital campaign goal of 125M by =
June 30, 2005. =C2=A0Provide and host schedule of major events, =
including: =C2=A0Founder=E2=80=99s Cup Golf Tournament, =
President=E2=80=99s Scholarship Luncheon, Holiday Celebration/Tree =
Lighting, University Club Donor Luncheon, inaugural President=E2=80=99s =
Society brunch and President=E2=80=99s Celebration. =C2=A0Create an =
annual direct mail campaign to be conducted in the Spring primarily =
targeted to alumni soliciting financial support for the colleges. =
|
Compare dollars received/pledged with fundraising goals. =
=C2=A0Enter donor contacts in Raiser=E2=80=99s Edge. =C2=A0Provide =
endowment donors with semi-annual letters describing use and health of =
funds. =C2=A0Document community events attended/supported in annual =
report. =C2=A0Use results to identify new prospects, increase gifting =
and improve stewardship initiatives. =C2=A0Complete 100% of the =
scheduled events. =C2=A0Meet budget goals. =C2=A0Host review meetings =
with employees within two weeks of each event. =C2=A0Maintain event =
notebooks, including budgets, invoices and purveyors. =C2=A0Track =
contributions and donors to campaign from Raiser=E2=80=99s Edge database =
reports. =C2=A0Analyze data to determine future planning =
strategies. |
Ongoing; =C2=A0July 2005, 2006 and =
2007 |
| Goal =
7 |
Alumni Relations - Develop and administer a comprehensive =
alumni relations program. |
Implement annual calendar of events for alumni. Develop =
comprehensive website. =C2=A0
Increase benefits offered through the =
Alumni Association. Achieve target membership level for Alumni =
Association. Manage and develop Alumni Association Board. Increase =
giving to two newly established alumni scholarship funds. =C2=A0Improve =
current policies and procedures. =C2=A0Write and produce publications =
including brochures and magazine. |
Conduct event evaluations. =C2=A0Publish annual report in =
July 2005, describing features of website, increased benefits for =
membership in alumni association, composition of Board membership, and =
policy/procedure revisions. =C2=A0Catalogue written agendas, written =
documentation supporting major issues, and written meeting minutes for =
Alumni Board. =C2=A0Confirm increased giving levels in annual report. =
=C2=A0Catalogue publications. =C2=A0Document in annual report community =
events attended/supported. =C2=A0Use results to promote goal attainment =
including increasing membership in alumni association, increasing =
scholarships and improving special events. =C2=A0 |
Ongoing; =C2=A0July 2005, 2006 and =
2007 |
| Goal =
1 |
Planned Giving - Contribute to annual fundraising goals. =
=C2=A0Market, solicit, and close planned and deferred gifts. =
=C2=A0Steward donors. |
Present =
value portfolio of planned gifts. =C2=A0Publish and distribute =
publications. =C2=A0Meet existing deferred donors and update records. =
=C2=A0Cultivate prospects. =C2=A0Close gifts. =C2=A0Develop web =
presence. =C2=A0 =C2=A0 |
Prepare present value report of all planned gifts. =
=C2=A0Catalogue publications. =C2=A0Maintain current and prospective =
donor contacts, as well as written records describing existing planned =
gifts. =C2=A0Enter gifts in Raiser=E2=80=99s Edge. =C2=A0Describe =
website development in annual report. =C2=A0Use results to identify new =
prospects and increase number of planned giving =
donors. |
Ongoing; =C2=A0July 2005, 2006 and =
2007 |