UNIVERSITY ADVANCEMENT ANNUAL REPORT 2015-16
A message from the VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT Greetings! I’m happy to share with you the successes and growth in the University Advancement Division over the past fiscal year. While it was a successful year, it was also a year of transition, re-visioning and continued infrastructure maturation. I am pleased to share one of our biggest successes included the bountiful first year of the Inspire Awesome campaign effort, which generated $1.89 million in scholarship support! I want to say thank you to all those who have contributed thus far. In addition to that exciting effort, we’ve solidified the varied fundraising initiatives being taken on by the Advancement Team and completed the restructuring of the development team. Another big highlight of this past year was the development of the web team infrastructure, which you will be hearing more about in the coming months as we move EWU’s digital presence forward. FY17 promises to be our most aggressive, productive and engaging year yet. Advancement will firmly focus on maximizing the use of the president’s office and deans in the advancement process; extensive investment in soliciting financial support for the varied initiatives; implementing the centralized web team model with creation of a new EWU website; and the continued evolution of EWU’s marketing infrastructure to better tell our story. Sincerely,
Michael J. Westfall
M
Mission
V
Vision
University Advancement builds a compelling case for choice and support of Eastern Washington University among all of its constituents by communicating and advocating for the university’s distinctive regional position, role and contributions, thus forging relationships and securing commitments required to advance the institution’s mission and priorities.
Our vision is to be recognized for a pivotal leadership role in: • Transforming EWU into a university of choice; • Generating prospective student interest and affinity leading to continued record enrollment; • Garnering statewide and national recognition for EWU as a model of educational innovation; • Stimulating financial investment that ensures the success of the university’s mission and goals; • Cultivating the university’s most valuable strategic relationships among business, community, educational, cultural and political leaders; • Planning and executing record-breaking comprehensive campaigns.
V
Values
With a spirit of professionalism, and in an environment that encourages teamwork and personal growth, University Advancement commits to these values: • Excellence: We take pride in our work and strive for the highest quality. • Innovation: We empower ourselves and others to be risk-takers and reach beyond the current paradigm; we are open to change and creative new ideas in fulfilling our mission. • Transparency and Accountability: As stewards of the public trust, we ensure that promises to our supporters are fulfilled and hold ourselves accountable for using our resources wisely. • Ethical Action: We adhere to high ethical standards; we build relationships based on trust, honesty and integrity; and we respect privacy and confidentiality.
1
UNIVERSITY ADVANCEMENT
LEADERSHIP University Advancement, headed by Vice President Michael Westfall, leads an integrated and collaborative effort to develop, communicate and enhance Eastern Washington University’s image and academic reputation; build and nurture relationships with its constituents; and secure philanthropic investment in the university’s strategic goals, its programs and students. The multiple roles of University Advancement are facilitated by the teams of:
Advancement Services
Chandra Schumacher Director, Advancement Services
The Advancement Services Team is led by Chandra Schumacher. The mission of the Advancement Services is to provide INFRASTRUCTURE support of all administrative functions of the University Advancement and the Eastern Washington University Foundation. The role of the Advancement Services Team is to manage state budget allocations, provide donor support and manage donor funds, update and maintain the alumni/donor database, research new and existing prospects, support the preparation of financial statements, gift activity and fund reports.
Marketing & Communications
Teresa Conway Director, Marketing & Communications
2
The Marketing & Communications Team is led by Teresa Conway. The mission of the Marketing & Communications Team is to INFORM by increasing awareness of Eastern Washington University, helping shape and enhance the university’s image and advance its objectives among all of its constituencies through integrated, strategic communications. The role of the Marketing & Communications Team is to develop strategies, create standards and produce a wide range of communications in support of key university priorities and initiatives, including fundraising, brand marketing, external visibility, internal awareness and student enrollment and retention.
Alumni Advancement The Alumni Advancement Team is led by Lisa Poplawski. The mission of the Alumni Advancement Team is to INVOLVE alumni by cultivating lifelong relationships through event participation, advocacy and annual giving; all in support of Eastern Washington University. The role of the Alumni Advancement Team is to create opportunities to reconnect and maintain established relationships with alumni; provide support for the Eastern Washington University Alumni Association, including their board of directors and events; create innovative strategies to provide additional value and benefit to the EWU alumni experience; and to raise current use gifts and pledges in support of students and programs.
Lisa Poplawski Director, Alumni Advancement
Development The Development Team is led by Todd Sturgis. The mission of the Development Team is to develop and implement comprehensive fundraising strategies for qualification, cultivation, solicitation and stewardship of gifts and pledges of $10,000 or more from individuals, corporations and foundations. The role of the Development Team is to identify donor interest and to match that interest with funding needs throughout the university and to organize stewardship programs for both current and past donors. Todd Sturgis Director, Development
3
F Y 16 U N IV E R S IT Y A DVAN C EM EN T
KEY HIGHLIGHTS
• The Inspire Awesome Scholarship Campaign successfully launched with the initial focus on the faculty-staff match efforts, resulting in a 60 percent increase in participation and more than $150,000 of support. • Scholarship results totaled more than $1.89 million, well on track to meet the three-year goal of $5 million, with a lead gift of $150,000 contributed by Numerica Credit Union. • Total revenue to the EWU Foundation is more than $5.3 million, an all-time high. • The Development Team was restructured and dean expectations shared. • The web team vision was finalized, initialized and space secured for implementation in FY17. • The EWU Foundation endowment is nearing an all-time high of $18.6 million.
4
AS
ADVANCEMENT SERVICES FY16 Highlights The role of the Advancement Services Team is to manage state budget allocations and donor funds, respond promptly and accurately to requests regarding the status and transfer of donor funds and to prepare or support the preparation of financial statements, gifts activites and fund reports. • A 6 percent increase in the number of gifts processed, totaling more than 11,444 gifts with less than a 2 percent error rate by a sole gift processor. • Fully automated the process for the national change of address (NCOA) via the EWU post office after two years of development, resulting in nightly database updates as opposed to quarterly updates. • The scholarship letters process is now completed electronically, resulting in better management of documents and enhanced donor relations. • The confidentiality agreement process was expanded to create a more secure environment as it relates to donor records. • Advancement Services partnered with Financial Aid/Scholarships to offer a financial aid night for three small communities: Davenport, Harrington and Odessa. • Reached and maintained more than 200,000 records, which includes alumni, donors, friends, corporations and prospects. • Created the ability to import attendees of EWU alumni events directly into the database. • Completion of the exhaustive endowment letters process, which involves personalization of all letters. • Initiated thank you letters to payroll donors for first time with all giving details shared with donors. • Expansion of potential donor pool to more than 4,000 prospects.
5
MC
MARKETING & COMMUNICATIONS FY16 Highlights • Staffing expansion and additions including: — Eric Galey, videographer, returning to MarCom. — Christine Roach, writer, being hired in a position that was moved from part- to full-time. — Sam Buzby, manager of digital communications, being promoted. — The approval of consolidation of existing staff to form a designated web team. • After a two-year process, the successful transition of the University Licensing agreement from the Bookstore to MarCom. • Setting up and maximizing EWU appearance on ABC’s The View to award a scholarship. • Successful implementation of EWU leadership marketing priorities in the areas of International Transfer Students, EWU’s Spokane presence and the MPH online program. • MarCom won several ADDY awards and Spark awards for their marketing success. • Spokane campus signage was added. • Launched video campaign for EWU MBA program. • Developed “It’s On Us” video campaign in partnership with EWU Athletics, focusing on the issue of sexual assault. • Sponsorship of many community events including: SPiFF, Mobius, Bloomsday, Hoopfest, STEM Camps, Robotics, Lego League and Annual Community Health Forum. • Created CBPA 50th Anniversary Magazine. • Throughout the academic year, both scholarship awards and dean’s list announcements published in hometown newspapers around the Northwest. • While a full inventory of news stories can be found at https://sites.ewu.edu/ewuinthenews/, some samples follow: — EWU received publicity on its largest incoming freshman class. — Lucy Covington Initiative – When Eastern unveiled this in the fall; Lucy’s story received print coverage in The Spokesman-Review and The Seattle Times, as well as Tribal newspapers. — EWU’s new partnership with Columbia Basin College (CBC) to create a clear pathway to Eastern was highlighted in articles by The Tri-City Herald and the Spokesman – which also focused on EWU’s effort to attract transfers from North Idaho College. The EWU-CBC partnership was also mentioned in a Seattle Times article, which focused on what colleges are doing to attract transfers and help them earn a four-year degree.
6
— A study conducted by two EWU professors on youth homelessness and possible solutions to help them stay in school received print and broadcast coverage multiple times, including a front-page story in the Spokesman. Since last fall, the study has been cited numerous times in the broadcast/print media. — Excellent coverage and placement on our annual Get Lit! Festival, with cover stories in both The Inlander and the Spokesman. — Seattle Times story on an increased demand in computer science majors statewide, included rising numbers at EWU. — Eastern’s new Electric Vehicle Charging Stations received a Northwest section front-page story in the Saturday Spokesman on April 23, as well as a lot of buzz on social media and media websites. — Early in spring, the Spokesman also did a nice feature on how our Visual Communication and Design students partnered with Spokane Transit to make public service announcement ads displayed inside the buses. — The Wall Street Journal highlighted EWU as it explored impact of the Saudi government reducing scholarship money for students to study overseas. Their story included three photos of campus and the classroom. — Professor Grant Smith profiled for his linguistics study and how it impacts voters in a presidential election. Story published in the Spokesman, but picked up by AP, which led to a brief mention on BBC Evening News on PBS. — This June, as EWU started to roll out publicity for its new Finish in 3 Program, a story was immediately showcased in The Seattle Times, appearing as the top story in their Education Lab section. — “The View” scholarship story generated: • Over 3,000 press release views • Over 12,000 YouTube views • Over 9,000,000 views on ABC • Over $300,000 in advertising value • Over 210,000 Facebook impressions • Over 12,000 unique Twitter impressions • EWU’s main Facebook page tallied 11.7 million impressions over the past year. Engagements on our posts totaled more than 65,000, including nearly 30,000 clicks on links driving traffic to EWU webpages. The page also received a net increase of 3,500 new fans (“likes”) in that time, constituting a 427 percent increase in net “likes” over the previous year.
7
• Our most popular posts continue to be photographs. One photo from an EWU student firefighter battling last summer’s wildfires reached 120,000 people, was liked more than 3,000 times and shared nearly 600 times. Facebook video is also growing in popularity, with our video posts receiving nearly 53,000 total views. • Using Facebook as an effective advertising tool, we have reached more than 150,000 people through targeted ad campaigns. Campaigns vary greatly in scope, budget and purpose – anywhere from event attendance to student recruitment. One in particular, focused on recruiting international transfer students, has generated nearly 100 admissions leads to date. • Twitter continues to be our second most popular social network, with engagement on the platform up 498 percent over the previous year. EWU’s main Twitter account enjoyed more than 1 million impressions, 40,500+ engagements with tweets, driving 3,000+ link clicks to our web content and more than 2,500 new followers. • With the adoption of the digital team initiative last year, which recommends moving EWU’s web properties to the WordPress platform, we’ve been able to show just how beautiful and functional our websites can be when we use the right tools. Some great examples include: — EWU’s MPH program worked with MarCom and IT to quickly launch a new WordPress landing page for recruiting new students in April. The site has already been viewed 3,000 times and has generated more than 60 prospective student leads. — Working together across each division, MarCom created a centralized WordPress site to better communicate EWU’s current strategic initiatives. The site’s pages have been accessed more than 2,000 times since launching in April. • Over the past few years, there has been a major increase in electronic newsletters and nicely formatted “eBlasts.” MarCom has worked with IT to further utilize Campaign Monitor as a platform for creating and sending marketing emails. With this tool we can track the effectiveness of campaigns and stay relevant with the latest mobile-friendly email templates. Some great examples include: — Eastern 24/7 emails – newly formatted to allow for streamlined content, message prominence and flexible delivery. Analytics show that these emails are viewed by 1,700-2,200 individuals each time they are sent, resulting in hundreds of clicks to learn more about campus news and events. — Newsletters for CALE, CHSPH, CSS, MBA, etc. – advanced templating features allow us to create effective newsletter campaigns for multiple clients while keeping consistency in branding, and maintaining best practices for accessibility.
8
AAG
ALUMNI & ANNUAL GIVING FY16 Highlights • Completed a successful season of Red Zone alumni and friend engagement averaging more than 500 people per game. • Continued “Eagle4Life” branding efforts by wrapping an EWU van with brand logo.
EWU’s student fundraising calling team spoke with 9,719 alumni, parents, faculty, staff and donors this last year.
9,719
• Partnered with Global Initiatives office to capture international alumni data, initiating a quarterly letter. • Led the creation and execution of multi-day engagement activities in Walla Walla. • Continued execution of Young Professionals Network with record participation. • Successful execution of Alumni Awards, with the most nominations ever at more than 30. • Successfully built in-house and launched EWU’s very own crowdfunding platform: FundEWU. This has helped to successfully fund several student projects. • Initiated Kinnikinnick monthly wallpaper release to enhance stewardship of annual donors.
11,528
• Coordinated and managed faculty-staff campaign effort, leading to the successful match of $75,000, and generating a total of $150,000 in scholarship support. • Initiated peer thank you calling campaign for faculty and staff. • Renewed annual sponsorships from Numerica Credit Union and STCU. • Hosted Seattle events at the Woodland Park Zoo and a Mariners game. • Moved student calling center to Hargreaves Hall. • Sponsored booth at a Microsoft event in Bellevue.
Annual giving mailed 14 solicitations totaling 11,528 pieces, and sent eight e-solicitations to 120,149 emails.
• Lisa Poplawski appointed to the Big Sky Basketball Tournament Committee and event lead for Reno activities. • The EWU Alumni Association created a new legislative advocacy website. • Implemented a senior send-off for graduating seniors, in which they passed back through the Herculean Pillars they entered as freshmen.
9
• Partnered with EWU Bookstore to complete the fifth year of the Round It Up for Scholarships Campaign in the EWU Bookstore. By rounding up their purchases to the nearest dollar, students are learning about the importance and expectation of giving back to EWU.
Snohomish 2,919
Clallam 301 Jefferson 128 Grays Harbor 314
Chelan 1,052
Douglas 521
King 8,337 Mason 199 Thur sto 1,50 n 7
Lewis 345
Pacific 114
Clark 1,797
Benton 3,714
Klickitat 117
Spokane 36,020
Adams 415
Franklin 1,073
Yakima 1,571 Skamania 46
Lincoln 662
Whitman 812
Walla Walla 1,290
99
Cowlitz 358
Wahkiakum 34
Grant 1,532
Kittitas 206
Pierce 2,827
Alumni Population from the United States Washington 73,778 Oregon 3,679
Montana 1,157 Idaho 3,836 Wyoming 153
Nevada 730
Utah 469
Colorado 864
California 3,738 Arizona 1,503
New Mexico 255
New Hampshire 33 Maine Minnesota Vermont 58 281 30 New Wisconsin South York Massachusetts 215 Dakota Mich 381 152 igan 81 196 Rhode Island Pennsylvania Iowa 17 234 Nebraska 106 Connecticut Ohio 104 Illinois Indiana 210 West 69 Virginia 159 New Jersey 351 35 Virginia 109 Kansas Missouri 444 Kentucky Maryland 125 195 79 North 214 Tennessee Carolina Delaware 208 Oklahoma 302 20 South Arkansas 148 Carolina Alabama 76 138 88 NOT ON MAP: Georgia Mississippi D.C. 43 270 43 Texas GUAM 12 1,228 North Dakota 73
Hawaii 424
rida Flo 2 67
na sia ui 6 Lo 9
Alaska 880
10
Stevens 1,225
bia
• Hosted alumni events and activities in four states, including the cities of Spokane, Walla Walla, Wenatchee, Seattle, Colville, Colfax and Kennewick.
Skagit 518
Island 297
in ot As 279 Garfield 70
• Partnered with Career Services to provide alumni-to-student mentoring opportunities.
Kitsap 860
Pend Oreille 429
Ferry 161
Okanogan 865
lum
• Partnered with the Office of Admissions to utilize alumni throughout Washington as hosts and guest speakers at multiple EWU information sessions.
Whatcom 697
St. Juan 79
Co
• Alumni partnered with the Division of Student Affairs to host the second annual student send off in western Washington to welcome new, incoming students to the EWU family.
Alumni Population from Washington
PUERTO RICO VIRGIN ISLANDS INTERNATIONAL OTHER
Source: Washington State Education Research and Data Center
1 3 1,078 13
D
DEVELOPMENT FY16 Highlights • Generated nearly $4 million in new gifts and pledges. • Contributed to the successful faculty-staff campaign effort, leading to $150,000 in support. • NESTT concept design was completed with a presentation made at Living Futures Conference in Seattle in May. • Participated and continued the rollout and introduction of the Lucy Covington Center at the 2016 NCAI (National Congress of American Indians) Mid Year Conference in Spokane. • Completed the reorganization of development officer infrastructure.
red tie gala
• Commenced the development of fundraising plans associated with each funding initiative. • Successful Red Tie Gala event. • Planned Giving inventory stands at $9.5 million.
EASTERN WASHINGTON UNIVERSITY
11
F
EWU FOUNDATION FY16 Highlights • The EWU Foundation endowment value is nearing an all-time high with a value of $18.5 million. • Total revenue to the EWU Foundation is more than $5.3 million, an all-time high. • The EWU Foundation total liabilities and net assets surpassed $26 million for first time. • The EWU Foundation unrestricted fund reached an all-time high of nearly $500,000. • Implemented the first Eagle Summit, a collaborative event for all EWU leadership and volunteer boards. • The EWU Foundation’s annual audit was once again successful and clean. • Enhanced the membership diversity of the EWUF board of directors.
EWUF SCHOLARSHIP AWARDS $1,000,000
$20M
$900,000
$18M
$800,000
$16M
$700,000
$14M
$600,000
$12M
$500,000
$10M
$400,000
$8M
$300,000
$6M
$200,000
$4M
$100,000
$2M
2010 2011 2012 2013 2014 2015 2016
12
EWUF ENDOWMENT MARKET TOTAL
2010 2011 2012 2013 2014 2015 2016
Sample Community Partnerships • Numerica — Continuing: Lead sponsor for the Alumni Awards and Young Professional Networking Series — New: Lead corporate gift ($150k) for the Inspire Awesome scholarship campaign • STCU — Continuing: Lead sponsor for the Creative Works Symposium, Kootenai County Indicators Website, Eagle UP!, Moonlight Breakfasts, Thanksgiving Dinner and Graduating Teachers Recognition Event • Spokane International Airport — Continuing: Athletics Display in the Alaska/Horizon baggage claim area; MBA Backlit signage in Alaska/Horizon walkway; general University/EWU Academic Display in the A/B Concourse by food court; literature racks throughout airport with EWU materials, including Admissions packets and Eastern Magazine • Mobius Science Center — New: Presenting Sponsor for the Bodies Human: Anatomy in Motion Exhibit, a joint effort between MarCom and The College of Health Science and Public Health (July-Dec. 2016 • Providence Health Care — Continuing: EWU MarCom and the College of Health Science and Public Health have partnered with Providence Health Care, Empire Health Foundation and Group Health over the past few years to bring premier speakers to Spokane each fall to create a community discussion around critical health care issues • Spokane International Film Festival (SpIFF) — Continuing: EWU is title sponsor of the film festival in January • City of Cheney — Continuing: MarCom partners with the city on pole banners at the main entry points to Cheney • Itron — Continuing: NESTT concept design funding — New: Additional design funding commitment of $200,000 • Avista — Continuing – Scholarship support for Engineering Students • Moss-Adams — Continuing – Scholarship support for Accounting Students • Garco Construction — Continuing – Scholarship support for CBPA students & general CBPA support
ATHLETIC MARKETING RELATIONSHIPS • Andrew Martinssen DDS • Avista Utilities • Best Western Peppertree • Bi-Mart • Borracho Tacos & Tequileria • Cheney Federal Credit Union • City of Cheney Light Dept. • Defendor Development • Devries Moving and Storage • EWU CBPA • Farmer’s Insurance • Fidelity (Jones) • Gus Johnson Ford • Holiday Inn Express & Suites Cheney • iHeart Media • Inland Northwest Blood Center • Larry H. Miller Spokane • Les Schwab (Cheney) • LRW Services • Monterrey Pub & Grub • Napa Auto Parts • Northern Quest Resort & Casino • Numerica Credit Union • Odom Corporation • Papé Machinery • Porch.com • Protein Puck • Ramada Spokane • Red Lion Hotel • River Park Square • Rockwood Health System • Rosa’s Pizza & Cheney Lanes • Rosauer’s Grocery Markets • Spokane Club • Spokane International Airport • Spokesman Review • STCU • Subaru of Spokane • Swinging Doors • Taco Bell • The Grove Apartments • TicketsWest • University Bookstore • Village Centre Cinemas • VPI Home Solutions • Waddell & Reed • West Plains Chamber • Zip’s
UNIVERSITY ADVANCEMENT 102 HARGREAVES HALL CHENEY, WA 99004
Please recycle.
11648/8.16