Iowa Alumni Association OrientationJuly 2010 <br />
Who we are and what we do . . . . <br />Left to Right<br /><ul><li>    Karri Chatham: Administrative and Gift Records Spec...
    Dr. Nancy Rieves: Executive Director, Phi Theta Kappa Foundation
    Courtney Taylor: Alumni Relations Coordinator</li></li></ul><li>What is the purpose of having a Foundation?<br />Iowa ...
The Purpose of Establishing our Foundation is: <br /><ul><li>   To secure funds for long-term planning
 	To have a centralized location for fundraising
 	To create a Board focused solely on fundraising
 	To attract individual donors & private foundations</li></ul>     	(i.e. Hites Foundation)  <br />The Foundation works wi...
How to “Become” an Alumnus<br />A Phi Theta Kappan is considered an Alumnus when he/she leaves to Community College - in g...
Transfer to senior institution
Entering the work force</li></ul>To be acknowledged as an alumnus <br /><ul><li>update information online at www.ptk.org/a...
email alumni.office@ptk.org </li></ul>Iowa Association Orientation<br />
The Role of Alumni . . . . <br />To support the establishedgoals of chapters & regions through volunteerism and financial ...
  Induction ceremonies
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Regional Alumni Presentation 0710

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  • 1st Bullet – We need a large savings account to insure programs can continue way into the future2nd Bullet -- departments want to be able to focused on their particular projects, allowing the Foundation to fund projects like Scholarships, CVN, HI lectures, etc. 3rd Bullet – the Society Board focuses on the operational (implementation) side of the four Hallmarks, while Foundation Board focuses on increasing funds to support the Hallmarks, particularly Scholarships.4th Bullet - Educated donors (those who are familiar with trusts, endowments, bequests), relate to a Foundation as the entity that handle annual, major and planned gifts &amp; and are familiar with the ways of giving.
  • Support can be done individually our through an Alumni Association. Joining Associations is encouraged but not required to be an active alumnus.Alumni are there to support and offer advise, not to establish the goals for a chapter or region. This denies the students the opportunity to develop “Competitive Edge” skills
  • Some regional leadership teams will have an established role to serve as a liaison between the association and regional teams. If this does not exist, it would be worth exploring.
  • AAC members are valuable resources with a combined experience of nearly 30 years
  • Discussion: Engaging them allows opportunities to give back at the International, Regional &amp; Local levels. Provides networking opportunities for alumni and networking between current students and potential mentors.It would be a disservice to members to halt the Phi Theta Kappa experience as they continue their educations and careersHQ staff has resources to Associations as they engage alumni in their regions. Providing lists of names of potential alumni to engage in regional affairs: We can pull lists of names, email addresses, etc. for alumni who might be in a position to support the region. This can be for the entire region, alumni who have relocated TO the region, and even target a specific area to engage “local” alumni in an eventUsing email tools to communicate engagement opportunities to alumni: HQ is able to use our constant contact account to provide regions with ways to communicate with alumni (examples on next screen). Middle States created their own account (before HQ).
  • Examples of email sent
  • To be considered active, Associations must submit an annual report of members &amp; officers to HQWe average about 4 new Associations chartered annually and have worked to reactivate Associations rather than retire them
  • To be considered active, Associations must submit an annual report of members &amp; officers to HQWe average about 4 new Associations chartered annually and have worked to reactivate Associations rather than retire them
  • During Annual Convention, Alumni donate time to help raise money for scholarships. They also help with Educational Forums (presenting and helping presenters), and will have expanded duties in Orlando.Using a Zip Code search for our strongest supporters we’ve identified locations for Socials. Website used for this search is http://www.batchgeocode.com/. Alumni in NYC &amp; DC are working to have a monthly networking happy hour eventAlumni are kept informed through Facebook, bimonthly eNewsletter, Association update emails, and targeted emails (including invitations &amp; birthday messages) using Constant Contact (should this be a slide?)
  • Regional Alumni Presentation 0710

    1. 1. Iowa Alumni Association OrientationJuly 2010 <br />
    2. 2. Who we are and what we do . . . . <br />Left to Right<br /><ul><li> Karri Chatham: Administrative and Gift Records Specialist
    3. 3. Dr. Nancy Rieves: Executive Director, Phi Theta Kappa Foundation
    4. 4. Courtney Taylor: Alumni Relations Coordinator</li></li></ul><li>What is the purpose of having a Foundation?<br />Iowa Association Orientation<br />
    5. 5. The Purpose of Establishing our Foundation is: <br /><ul><li> To secure funds for long-term planning
    6. 6. To have a centralized location for fundraising
    7. 7. To create a Board focused solely on fundraising
    8. 8. To attract individual donors & private foundations</li></ul> (i.e. Hites Foundation) <br />The Foundation works with Regions and Associations interested in establishing endowments. <br />Iowa Association Orientation<br />
    9. 9. How to “Become” an Alumnus<br />A Phi Theta Kappan is considered an Alumnus when he/she leaves to Community College - in good standing - through<br /><ul><li>Graduation
    10. 10. Transfer to senior institution
    11. 11. Entering the work force</li></ul>To be acknowledged as an alumnus <br /><ul><li>update information online at www.ptk.org/alumni
    12. 12. email alumni.office@ptk.org </li></ul>Iowa Association Orientation<br />
    13. 13. The Role of Alumni . . . . <br />To support the establishedgoals of chapters & regions through volunteerism and financial support. <br />Chapters/regions can engage alumni by welcoming support of: <br /><ul><li> Event registration & hospitality
    14. 14. Induction ceremonies
    15. 15. Membership Drives
    16. 16. Chapter projects & fundraisers
    17. 17. Mentorship</li></ul>Iowa Association Orientation<br />
    18. 18. The Role of Regional Coordinators & Officers<br />To help facilitate communication of the established goals of regional leadership to help align goals and action plans <br />Regional Coordinators have the privilege of appointing/approving Association Advisors for Regional Associations. <br />Iowa Association Orientation<br />
    19. 19. Introducing the Alumni Advisory Council<br />The AAC is a three-person council that serves as liaison between alumni and headquarters. Contact them at aac@ptk.org<br />Laurel Rothenberger (VA), Pattie Van Atter, Chair (NJ), Ari Disraelly (CT)<br />Iowa Association Orientation<br />
    20. 20. Why is it important to engage our alumni? <br />Ways we can help you engage your alumni: <br /><ul><li> Providing lists of alumni contacts
    21. 21. Sharing email tools for mass alumni contact</li></ul>Iowa Association Orientation<br />
    22. 22. http://archive.constantcontact.com/fs086/1102723992391/archive/1103124568634.html http://archive.constantcontact.com/fs086/1102723992391/archive/1103387076005.html<br />
    23. 23. Associations<br />Approximately 75 active associations<br /><ul><li> Regional
    24. 24. Community: Chapter, College, Non-regional Geographic Area
    25. 25. University</li></ul>Chartering<br />Average chartering 4 associations annually<br /><ul><li>First Steps: Identify an advisor & recruit 15 charter members
    26. 26. Then: Submit paperwork and plan ceremony</li></ul>Iowa Association Orientation<br />
    27. 27. Associations<br />Approximately 75 active associations<br /><ul><li> Regional
    28. 28. Community: Chapter, College, Non-regional Geographic Area
    29. 29. University</li></ul>Chartering<br />Average chartering 4 associations annually<br /><ul><li>First Steps: Identify an advisor & recruit 15 charter members
    30. 30. Then: Submit paperwork and plan ceremony</li></ul>Iowa Association Orientation<br />
    31. 31. International Engagement Opportunities for Alumni . . . . <br />Annual Convention<br />In 2010, alumni donated more than 350 hours of service – an impact of more than $4,500<br />Honors Institute<br />The Nevada/California Regional Alumni provided snacks, door prizes, and literature about the area for R&R Day during Registration for our 2010 Institute at Chapman University<br />Alumni Socials<br /><ul><li>Past socials hosted at Convention & Institute, as well as in Washington DC and New York City
    32. 32. Future socials planned for Chicago, Phoenix, Philadelphia, St. Louis… </li></ul>Iowa Association Orientation<br />
    33. 33. Other Questions? <br />Phi Theta Kappa Foundation<br />

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