Alumni Relations/Annual Giving Unit Annual Report 2004 – 2005 Personnel Carla Riley – Associate Development Officer (75% 1/5/04 to 6/1/04 then 100% 6/2/04 to 6/30/04) Interim Director of Alumni Relations and Annual Giving and Associate Development Officer (100% 7/1/04 to 6/30/05) Alisande Allaben – Info Tech Specialist (50% 7/1/04 to 11/15/04 then 74.9% 11/16/04 to 5/31/05 then 50% 6/1/05 to 6/30/05) Sandy Kopel – Senior Office Assistant (62.5% – 1/24/05 to 6/30/05) Lonnie Bradford, Sarah Persons, Tiffany Riewe, Rebecca Meyer, Dan Coursolle, Liana Aube, Meghan McLennan, Nora Mogck, Sara Kloeck, Katie Melgaard, and Alison Pehl, filled work-study positions at various times during the year. Purpose 

To develop and maintain the active, ongoing interest and support of UMM and WCSA alumni, and maximize annual giving by UMM and WCSA alumni and friends

Functions The role of the Alumni Relations and Annual Giving office is layered. While advancing UMM's overall alumni programs and efforts, outreach from this office also fosters alumni annual giving. With assistance from staff, the interim director 

plans and executes alumni programs including Homecoming, reunions and special events

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oversees the management of all alumni records, supervises budgets, sets annual operating goals

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is responsible for all communications to alumni through print, telephone, e-mail, alumni web pages, and other media; determines most effective, efficient means of contact with all alumni constituencies. Reports to the Associate Vice Chancellor of External Relations

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provides administrative support to the UMMAA and WCSA Boards and

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is responsible for promoting positive relationships between the university and its 17,000+ alumni

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works cooperatively with other departments on campus to enlist involvement in Alumni programs and to support university activities

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works with the development office and other departments on campus to promote ongoing opportunities for interaction by alumni and the University

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oversees all collegiate annual giving efforts

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serves as ex-officio committee member of the Rodney A. Briggs Library Associates and Friends of LaFave House Page 1, Alumni Relations & Annual Giving 2004/2005

Narrative Alumni leadership is provided by the UMMAA and WCSA Boards of Directors. The UMMAA Board of Directors sets overall vision and strategy for alumni activities. 2004-2005 Board Members are: Leesa A Beal ’82, Aurora, IL Robert Boedigheimer ’85, Stillwater, MN Debra L. Carlson ’72, Clear Lake, MN Carol Eckersen ’80, Minneapolis, MN, Past President Alana (Christensen) Petersen ’91, Minneapolis, MN Michael Peterson ’89, Eau Claire, WI Anna Ronhovde ’98, St. Paul, MN Kenneth Traxler ’89, Bemidji, MN, Vice President Brian Ulrich ’98, Hopkins, MN Juli (Yauch) Wagner ’98, Eagan, MN, Secretary/Treasurer Christopher Wenner ’99, Fargo, ND Thomas Westman ’74, South Haven, MN, President The West Central School of Agriculture Board of Directors provides leadership in the planning of their alumni events, communications, and activities. 2004-2005 Board Members are: Les Bensch ’59, Ashby, MN, Legislative Interface/Fund Raising Chair LaVay (Schmock) Borresen ‘59, Spicer, MN Andrew Brevig, ’46, Herman, MN Darwin Danielson ’63, Rothsay, MN, Vice President Carol (Dewey) Erlandson, ’55, Fergus Falls, MN Leon “Bud” Kopitski ’59, Bloomington, MN, Treasurer John Kvale, ’54, Kensington, MN Harriet (Vaala) Payne ’60, De Graff, MN, Secretary Lois J (Smith) Peterson ’57, Sunburg, MN Ronald Schoephoerster ’53, Wheaton, MN, President FY05 UMM and WCSA Alumni Events July 9 – Friends of Football Golf Outing, Alexandria July 17 - WCSA Reunion and Annual Meeting Aug 14 – 1970's Athletic Alumni Reunion, Battle Lake Aug 22 – St. Paul Saints baseball game – collaborative admissions and alumni event, St. Paul Sept 20 - WCSA Alumni Board Meeting Sept 25 – Alumni Association, Division of Humanities co-sponsored piano recital–Valentina Lisitsa Oct 8-10 - UMM Homecoming & UMMAA Annual Meeting – including conferring of MSP Alumni Awards, UMM Alumni Association Distinguished Alumni awards, and the Cougar Hall of Fame Oct 29 – Alumni reception - Cougar's play at Metrodome, Minneapolis Nov 20 - UMMAA Board of Directors Meeting Feb 7 - WCSA Alumni Event, Mesa, AZ Page 2, Alumni Relations & Annual Giving 2004/2005

Feb 18 – UMMAA Midwinter Event and MMEA Reception, Minneapolis Hilton, Minneapolis Feb 19 - UMMAA Board of Directors Meeting, Minneapolis March 22 – Grad Finalé table in conjunction with Special Events, Registrar, Financial Aid, Bookstore and Jostens April 9 - UMMAA Board of Directors Meeting, Jazz Fest and Alumni Jazzer Reception April 22 – Wind Turbine Dedication – WCSA and UMM alumni invited April 26 – WCSA symposium on campus – UMM students present research papers on WCSA May 1 – Alumni Baseball Game June 4 - WCSA Alumni volunteers plant Memorial Garden June 9 – Women's Alumnae Collective (WAC) gathering at Herkimer, Minneapolis June 13 - WCSA Alumni Board Meeting During the year the interim director worked at solidifying relationships with alumni through organizing and attending various events at a variety of venues as well as through telephone and email contacts. She solicited input for improving alumni relations programming from alumni and friends of UMM and of the WCSA. She worked to increase the visibility of the Alumni Relations and Annual Giving office on the campus and in the community by participating in activities and attending numerous events such as athletic competitions, performing arts engagements, Morris community picnics and festivals, Morris Area Chamber of Commerce dinner and annual meeting, staffing the UMM booth at the Stevens County Fair, etc. She worked with the admissions department to better integrate engaged alumni in the recruitment of new students. She worked closely with the Office of Student Activities raising awareness of the Alumni Association with current students. The interim director and staff participated in the Grad Finalé welcoming graduating seniors as our newest alumni. A congratulatory packet consisting of a letter from the director, post-graduation survey, alumni association information, and an initial soft solicitation was mailed to all graduating seniors. The interim director was instrumental in assisting a special interest alumni group, the Women's Alumnae Collective, set up their organization to be in harmony with the overarching UMMAA vision and mission. Annual Giving The UMM FY05 Annual Giving program consisted of collaboration with the Foundation on two direct mail projects. Letters from Chancellor Sam Schuman were mailed to over 13,000 prospects each in the fall of 2004 and again in the spring of 2005 realizing a return of 341 gifts totaling $31,810. Other direct mail solicitations were handled in house by the UMM Alumni Relations and Annual Giving Office. Results are as follows: Project Bill Stewart Scholarship Briggs Library Associates Classic Film Festival Clyde Johnson Music Scholarship Honor Roll LaFave House

Amount $2,270 $4,620 $2,559 $4,635 $4,920 $4,490

The UMM phonathon responsibilities were divided between UMM student callers calling alumni from the office of Alumni Relations and Annual Giving on campus and the U of M Foundation student callers calling UMM alums from the U of M Foundation phonathon center on the U of M campus. UMM student callers contacted recent donors who have donated to UMM on a consistent Page 3, Alumni Relations & Annual Giving 2004/2005

basis and the Foundation student callers contacted lapsed donors and non donors. Total revenue raised from both efforts amounted to $72,519. In fiscal 2005, the Annual Giving program, defined as gifts