2009-2010 Plan Private Support Building academic and clinical excellence in extraordinary times

2009-2010 Plan Private Support

Building academic and clinical excellence in extraordinary times

Advancement Services

November 7, 2009

Outline

Review our Strengths,

Weaknesses, Opportunities, and

Threats

10 Point Action Plan for 2009-2010

Implementation Plan

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Strengths Weaknesses Opportunities Threats

4


SIO reputationLeadership in

climate change

High standing as a research

university

Quality of faculty and

students

Internationally Recognized Programs

Committed and talented staff

Generous supporters

Chancellor, VCs, & Deans involved with fund raising

Campus and health sciences

programs

LocationGrowing alumni

base of 130,000

Successful billion dollar campaign

5


Outdated and difficult

advancement system

Lack of a sophisticated

market analysis

A weak economy & uncertain recovery

Deep cuts in development resources and

staff

Net worth of donors is down

Perception of public vs. private

universities

Historically neglected

alumni

Medical Center’s small market share

Impaired HR & budget

processes

Donor fatigue due to intense

capital campaign

Lack of coordination

among departments

Lack of compelling case

for support

6


50th Anniversary as a tool for fund raising

A sustainable model for support is possible

Signs of growing

economic stability

Boards and donors are

willing to help

Opportunity for improved

coordination

Alumni engagement is

increasing

Reorganization offers

possibilities of leverage

Many Deans are willing to be leaders in fundraising

Plan can align priorities and clarify vision

Invent the Future

Campaign

Clinical facility expansion will lead to more

donors

Planned giving can be grown

7


Unfunded mandates will continue and

increase

The relationship between UC

and the State of California

Budget cuts this year and next

Other institutions

targeting UC talent

Impact of UCOP,

legislature, Regents

Value of investments

volatile

Competition from other non-

profits

Constrained investment in

staff & systems

Raiding of staff as economy

improves

Limited time horizon on

ARRA funding

Inability to behave more like a private

university

UC System as a big target

Five Year Vision

Raise $160 million sustainably per year

Raise $10 million per year from Alumni (now at $1.7)

Increase Alumni participation to 15% (now at 7%)

Increase Annual Giving to $15m (now at $7.5m)Build an effective fund raising staff with a sustainable infrastructureMake fund raising and alumni engagement part of our cultureNeed to start planning for the next comprehensive campaign

8

2009-2010 Framework

Clinical Excellence

Interdisciplinary Research

Sustainability 2.0

Global Initiatives

Fellow/Scholarships$1

5m

Capital/Equipment

$40m

Chairs$16m

Program Support $39m

Campus-wide $4m

Excellence in Interdisciplinary Research, Education, and Patient

Care

Physical Sciences

$3.0m

Biological

Sciences$4.0m

Arts & Humanit

ies$1.5m

IR/PS$2m

Jacobs School$17.4m

Libraries

$.5m

SIO$7.0m

Preuss School$.6m

Social Sciences

$2.0m

Rady School$7.0m

Student Affairs$3.0m

Health Sciences$55.0m

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$110 M

$54

$41

$12 $3

Principal Gifts Major GiftsPlanned Giving Annual/Alumni

2009-2010 Fundraising Priorities: $110m

$40

$39

$16

$15

Capital Research initativesEndowed Chairs Fellow/Scholarships

Physical Sciences$3.0m

Biological Sciences$4.0m

Arts & Humaniti

es$1.5m

IR/PS$2m

Jacobs School$17.4m

Libraries$.5m

SIO$7.0m

Preuss School$.6m

Social Sciences$2.0m

Rady School$7.0m

Student Affairs$3.0m

Health Sciences$55.0m

Sources of Funds Uses for Funds

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1. Raise $110M

2. Campaign

3. 50th Anniversary

4. Alumni

5. Talent

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate 11

10 Point Action Plan

Engage our key stakeholders

Launch Invent the Future Campaign

Add inpatient bed capacity to meet growing healthcare needs for San Diego CommunityLeverage for raising support, alumni engagement, and visibility

Inspire alumni to give, participate, lead and advocate

Expand the donor pipeline

Restructure operations and attract and retain critical talent

Engage donors & Board in new ways

Develop simple, meaningful, & actionable performance metrics

Communicate our story with compelling cases and media material

1. Raise $110M

2. Campaign

3. East Campus Tower4. 50th Anniversary

5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

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lan

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Translate goal setting into action plans

Develop a framework for targets and themes

Develop clear management reports for monitoring

achievement towards goals

1. Raise $110M

2. Campaign

3. Thornton Tower4. 50th Anniversary

5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

n P

lan

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$50M in Fellowships and Scholarships over 3 years

Launched at Board meeting, press releases on September

25, 2009

Development of case statements, phase 2 of web

site, videos, collateral in October

UC&PA Develops detailed marketing & communications

plan in October

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

n P

lan

14

$131M in Philanthropy to support total costs of $600M

Add 200 beds to East Campus facility by 2015

Integrates Education, Research, and Clinical Care on East

Campus

1. Raise $110M

2. Campaign

3. East Campus Tower4. 50th Anniversary

5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

n P

lan

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1. Raise $110M

2. Campaign


5. Talent

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

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lan

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Defined roles and responsibilities

Timelines, tasks, website

Thinking strategically about UC San Diego post the 50th celebration year

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

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Improve integration of annual giving, Alumni

efforts, and fund raising

Identify and cultivate top Alumni prospects at an

institutional level

Develop a culture of shared performance goals between

alumni and development

Focus on alumni engagement and programs

Optimize annual giving program

Integrate regional development and alumni

outreach programs

Bring a new focus to principal gifts: Need a $30m

gift each year

Increase effectiveness of Chancellor’s Cultivation

Dinners

Establish a Master Calendar for 2010 Events

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

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Budget process, HR Processes, IT Services, Integrate Support

Services

Move out of off-site leases

Leverage resources & expertise in business and development

units

Review training, development, orientation

Work with Campus HR to enhance recruitment efforts

Stabilize the team and fill critical vacancies

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

ctio

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Create new focus for Development Committee

Determine best ways to engage Board for 50th

Anniversary and fellowship/scholarship

initiative

Find new ways of engaging Chancellor with donors

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

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Summary management reports for development and alumni

officers

Develop a Dashboards

Integrate into Balanced Scorecard

Find ways to measure effectiveness of our alumni

engagement programs

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

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Need robust collateral material to support

development & alumni professionals

Web site, print, electronic, photo, video, social networks

Need compelling stories that call our supporters to action

1. Raise $110M

2. Campaign


5. Alumni

6. Donors

7. Operations

8. Board

9. Metrics

10. Communicate

10

Poin

t A

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Project Management

Projects tracked on website

Identify lead on project

Milestones, critical paths

Red flags for delays

Dashboard of key metrics23

Next StepsReview Invent the Future plan with Board, VCs,

Deans

Develop web site, videos, collateral material

Review 2009-2010 plan with staff, campus leadership, others

Develop plan for 2009-2010 VC/Deans meetings

Develop new year-to-date fund raising summary reports

Develop action plan for filling critical vacancies

Identify Team Leader for Fellowship/Scholarship Initiative

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Thank You

Documents

2009-2010 Plan Private Support Building academic and clinical excellence in extraordinary times