Commission to Plan for the Future of University Development

After years of hard work, the Campaign for Fresno State will conclude in 2012, achieving the ambitious goal of $200 million. Congratulations and gratitude are due all whose leadership, generous contributions of time, talent and treasure, and determined efforts made possible the largest fundraising endeavor since Fresno State's founding in 1911

And then what happens? How will the University maintain fund-raising momentum? How will it re-focus and re-tool the advancement program for success in a non-campaign mode?

In early 2011, President John D. Welty invested a Commission with the charge of contemplating and recommending a five-year future for the Advancement enterprise at Fresno State. The Commission, reporting directly to President Welty, was responsible for gathering input, discussing issues and opportunities, seeking research and counsel, and making written recommendations for his consideration.

The Commission recently completed its work and now presents this report for your information.

Executive Summary

RESEARCH AND BACKGROUND

• Notes from Barnes & Roche, Inc. on-campus interviews, January 12-14, with Commission members
• Commission Draft Work Plan, April - August 2011
• A brief history and overview of Advancement at Fresno State
• Comprehensive Campaign Progress Report, July 1, 2005 - June 30, 2011
• Database, sources of Campaign gifts, and geographic distribution of Fresno State alumni
• A Brief Glossary of Development Terms
• "Givens" of the Development World
• Background information on Latino, Asian-American, and African-American philanthropic traditions and cultures

RESEARCH CONDUCTED BY BARNES & ROCHE, INC. WITH PEER AND ASPIRATIONAL UNIVERSITIES IDENTIFIED BY FRESNO STATE:

• Letter from President John D. Welty to presidents at peer and aspirational universities, seeking their institutions' inclusion in the research to be undertaken by Barnes & Roche, Inc. for Fresno State (April 19, 2011)
• Letter from William P. Massey, Barnes & Roche, Inc., to senior Advancement officers at identified peer or aspirational universities, inviting their participation in the research and sharing the interview questions (April 29,1011)
• Research Outcomes: Participating institutions, Context, Methodology, Researcher's general conclusion, Comprehensive research findings (narrative)
• Suggested institutional pipeline dashboard for charting and monitoring a continuous flow of prospects and donors from identification through stewardship in the development operation
• Considerations for additional funding sources of Fresno State Advancement
• Percent of total support for Advancement coming from institutional support at peer and aspirational universities selected by Fresno State
• Alumni benefits for consideration in advancing a robust, high-visibility, high-impact, all- inclusive Alumni Association
• Considerations for investing in a multi-platform Annual Giving Program at Fresno State

NOTES FROM COMMISSION RETREAT, JUNE 30, 2011

• Meeting summary

SUB-COMMITTEE REPORTS:

• Lessons Learned from the Comprehensive Campaign
• Volunteers
• Advancement Services

THE CALIFORNIA STATE UNIVERSITY REPORTS AND INFORMATION:

• "Measuring Advancement," Board of Trustees, March 2011
• "Advancement Investment Metrics Study: Expenditure Guidelines & Definitions: The Methodology."
• CSU Advancement 2009-2010 Cost-Benefit Report Compilation, provided by Lori A. Redfearn, Assistant Vice President, Advancement Services, and Vice President, CSU Foundation.

SAMPLES OF FRESNO STATE PARTNERSHIP DOCUMENTS AND ADVISORY BOARD BYLAWS:

• Fresno State Alumni Association Board of Directors' Partnership Agreement
• Fresno State Arts & Humanities Advisory Board Bylaws

ARTICLES AND ADDITIONAL SOURCES

• 2011 Cygnus Applied Research, Inc. Donor Survey, "Where Philanthropy is Headed in 2011," April 2011
• "Whose Money is it Anyway?" Article from Inside Higher Education, June 8, 2011
• "The Bonus Factor." Article from Inside Higher Education, June 6, 2011
• "Coming This Fall: Big Tuition Hikes." From Stateline, State Policy & Politics, July 13, 2011
• CASE White Paper, "Institutionally Related Foundations and the Economic Downturn: Results of the 2009 CASE Survey on Foundation Funding Sources and Budget Restructuring," October 2009

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