4. What is a campaign?
An organized effort to secure an
exceptional level of support for specific
objectives during a stated period of time.

5. • Require institutional focus
• Increase awareness of our institution
• Access most effective volunteers
• Inspire and communicate urgency and
opportunity
• Galvanize donor interest and raise sights
• Accelerate the cultivation/solicitation cycle
Campaigns…

6. • It cost money to raise money
• You miss 100% of the shots you don’t take
• Large % of $ comes from small # of donors
• University campaigns last several years
• Presidential transition is not uncommon
• We’re always in a campaign
Campaign truths:

7. Investment in Learning
• July 1991-January 1998
• $301 million raised (goal of $200 million)
FSU Connect
• July 1, 2000-December 31, 2005
• $630 million raised (goal of $500 million)
Raise the Torch
• July 1, 2010-June 30, 2018
• Billion dollar + goal
FSU Campaign History

8. Total Commitments per DSO
Through February 2014
DSO Campaign Total Fiscal Year to date
Foundation $353,630,614 $31,079,180
Alumni Association $423,856 $78,962
Boosters $157,450,253 $20,933,827
Research Foundation $26,615,791 $2,430,427
Ringling Museum Foundation $5,677,713 $946,450
Real Estate Foundation $889,111 $297,000
TOTAL $544,682,339 $55,765,847

9. Total Commitments by Type
Through February 2014
Gift Type Campaign Total Fiscal Year to date
Cash $101,616,337 $12,803,417
Gift-in-Kind $17,026,883 $2,130,611
Planned Gifts – Bequests $233,324,590 $23,159,724
Planned Gifts – Irrevocable $8,452,396 $508,180
Pledge $182,019,362 $16,808,921
Stock/Property $2,242,770 $354,994
TOTAL $544,682,339 $55,765,847

10. DSO Amount
Total Endowment
Period Ending 1/31/2014

11. 2014 $20,929,966 $633,576 $21,563,542
2013 $31,528,427 $3,638,000 $35,166,427
2012 $29,947,128 $671,375 $30,618,503
2011 $29,250,684 $3,649,305 $32,899,989
Fiscal Year Program Support* Facilities Total
Foundation Financial Support
Forwarded to University
Through February 2014
*Excludes support for University Athletics which is funded by Seminole Boosters but is paid
via the Foundation.

12. 2014 $1,975,457 $12,461,404 $14,436,861
2013 $2,706,921 $17,078,572 $19,785,493
2012 $2,632,678 $16,909,067 $19,541,745
2011 $1,278,825 $18,976,315 $20,255,140
Fiscal Year University Athletics Total
Boosters Financial Support
Forwarded to University
Through February 2014

13. Average Annual Returns* for US
College and University Endowments

14. Florida State University System
Institutions
Sorted by Investment Returns

15. All ACC Institutions
Sorted by Investment Returns

16. All SEC Institutions
Sorted by Investment Returns

17. • U.S. charitable giving grew 4.9% in 2013, while
online giving grew 13.5% (online giving comprised
6.4% of all charitable giving).
 Great Give
• University development leaders predicted a 6.2%
increase in giving during FY2014.
• Public questioning the value of Higher Education
(high profile scandals, tuition costs, student debt,
online vs. classroom formats, etc…)
• Increasing competition from community
foundations and donor advised funds: e.g.,
Schwab Charitable up by 30% in 2013; Fidelity up
29%.
Trends in 2013:

18. Amount Donor Beneficiary
$992.2 M Mark Zuckerberg Silicon Valley Foundation
$500 M Pledge Phil Knight Oregon Health & Science Univ. Found
$350 M Pledge Michael Bloomberg Johns Hopkins Univeristy
$250 M Pledge Charles Johnson Yale University
$200 M Pledge Stephen Ross University of Michigan
$160 M BequestMuriel Block Albert Einstein College of Medicine
$151M John Arrillage Stanford University
$133M Pledge Irwin Jacobs The Jacobs Tech-Cornell Inn. Inst.
$110M Pledge Charles Munger Univ. of Michigan (student housing)
$100M Pledge David Koch NY-Pres Hosp
$100M Pledge Frank McCourt Georgetown Univ
$100M Pledge Ronald Perelman Columbia Business School
$100M Pledge T. Denny Sanford Univ. of Calif at San Diego
$100M Pledge Stephen Schwarzman Tsinghua Univ.
$100M Pledge Deborah Joy Simon Mercersburg Academy
*Chronicle of Philanthropy
Biggest Gifts Announced by
Individuals in 2013

20. Capital Campaign
Raise the Torch-Campaign Dates:
July 1 2010–June 30 2018
Days remaining as of March 1st :
1582
Amount to reach goal:
$455,317,661
Average amount required:
$287,811/day (….every day, including weekends and holidays)

21. Capital Campaign
As of March 1st:
Campaign goal achieved: 54%
Campaign time elapsed: 46%

22. How can I help?
How can my Seminole Club help?
• Educate
• Commit
• Recruit
• Reload

24. Discussion Topics
• Strategic Planning Process
• Mission
• Values
• Vision
• Strategic Directions
• Examples of Integration With Seminole
Club Network

25. Environmental Scan
Mission
Values
Vision Statement
Strategic Directions
Objectives - Measurable Outcomes
Strategic
Plan
Strategic Planning Process
Measures/Tactics
(staff development & implementation)
Alumni
Survey
Alumni Board
SWOT
Industry Best
Practice
Feedback from
Institutional
Leadership
Staff
SWOT
Feedback
from
Student
Leadership

26. Mission (Why We Exist)
Advancing our university’s greatness while
enriching the lives of the Seminole Family

27. Tradition
Leadership
Family
Spirit
Greatness
Values (What We Believe In)

28. To unite the Seminole Family and advance
FSU’s position among the nation’s top
public universities
Vision (What We Are Striving For)

29. 1. Promote a culture of passionate advocacy through programs,
membership, volunteerism, and philanthropy
2. Enrich the student experience today to build strong alumni for
tomorrow
3. Develop and steward resources to ensure the association’s
sustainability and growth
4. Maximize and communicate Association performance and
results
Strategic Directions (what we need to do to advance our mission)

30. Examples of Plan Integration With
Seminole Club Network
• Passionate Advocacy
o Active Engagement of Alumni at Local Level
o Legislative Advocacy – local/state
o Host Seminole Service Day
• Enrich Student Experience
o Host Student Send Offs
o Participate in Local High School College Fairs

31. • Develop and Steward Resources
o Facilitate Association and Booster Membership Drives
o Club–Sponsored Scholarship Endowments
o Grass Roots Facilitation of Annual Giving/Capital
Campaign
• Communicate Performance
o Involve University Representatives at Local Club Events
Examples of Plan Integration With
Seminole Club Network (cont’d)

32. Advancing our university’s greatness while
enriching the lives of the Seminole Family
Thanks to the Seminole Club Network for
Enabling our Association to Execute its
Mission:

33. Seminole Club Leadership
Conference
Accounting and Financial Reporting
April 11, 2014

34. Accounting Services
• Foundation has provided accounting
services since August 2007
– Pay invoices
– Make deposits
– Maintain general ledger and account reconciliations
– Prepare financial statements
– Coordinate with auditors
– Prepare tax return
• We are Alumni’s accountants

35. Seminole Clubs
• Financial Impact
– Discreetly presented in FSUAA Financials
– So need to gather financial information
– Club activity included in audit
• Eventually will be included in tax return
– Group exemption
35

36. Required Information
• Financial Reporting Template
– Balance Sheet
• Receivable Detail
• Payable Detail
– Income Statement
• Scholarships Detail
• Revenue/Expenditures => $5,000 (NEW)
– Schedule G – Fundraising Events
– Checklist
– Attestation
36

37. Tips for Financials
• Round to whole dollars
• Have bank change statement period to month-end
• Agree balance sheet amounts to
– Bank statement
– Last year’s ending balances
• Reconcile receivables and payables and clear up any issues
• Other revenue and other expense
– Other category should rarely be used
– Use definitions to properly classify revenues and expenses
– Most items are travel and entertainment or promotional
• Schedule G – Fundraising Events
– Only include events with gross receipts greater than $5,000
– All events included in “Events” column on Income Statement
37

38. Fundraising
• Must follow University policy
– Tax exempt status
– Deductibility for donors
• Guidelines in Club Handbook
• Fundraising
– Quid Pro Quo
• Apparel provided as part of a donation
• Events/Admission where food or other benefits are provided
• Sponsorships not ads
– Door prize drawings
– Auctions
• Not considered fundraising
– Items given away for promotion
– Items sold for cost
38

39. Best Practices
• Keep records in a safe place
– Fire proof file
– Electronic back-up
• Obtain and keep receipts for everything
– For your protection
– Auditor requests
• Balance bank statement monthly
• Make deposits promptly
• Review finances at meetings
– Cash balance per the bank
– YTD Income Statement
– Event proceeds and expenses
39

40. Answers to Questions
• Seminole Club Handbook
• Template instructions and examples
• Contact Sue Fulford and her team
– Foundation Accounting provides the reporting
template, support and accounting expertise
40

41. Florida State University
Alumni Association
Insurance & Risk Management Program
Rich Jungman, Managing Partner
April 11, 2014
Tallahassee, Florida

42. Background of Willis
 Omaha office 100% dedicated to
serving college student and alumni
organizations
 Founded in 1991 as Kirklin &
Company, became a wholly owned
subsidiary of Hilb Rogal & Hobbs
(HRH) in 2002, merged with Willis
Group Holdings in 2008
 Insurance and Risk Management
programs placed for over 2,000 college
student and alumni organizations
 Insurance Brokerage: We work for
you, not the insurance company

43. Objective for today
 Help educate members on the
new insurance program for
Seminole Clubs
 Address any questions regarding
coverage
 Help volunteers manage the risks
associated with Seminole Club
events and activities

44. FSU Alumni Association's Client Service Team
Richard Jungman, Managing Partner
rjungman@willis.com
402-898-4179
Rohnda Roehrs, Vice President
rroehrs@willis.com
402-898-4185
Bobbi Larsen, Loss Control
blarsen@willis.com
402-898-4178
Melissa Chambers, Client Manager
mchambers@willis.com
402-898-4196
Rob Meraz, Senior Claim Advocate
rmeraz@willis.com
402-898-4189

45. Florida State Alumni Association
Insurance Program
Primary Commercial General Liability (CGL) Policy
Travelers Property Casualty Company of America
AM Best Rated: Financial Strength: A+ (Superior)
Financial Size: XV ($2B + Policyholder Surplus)
The General Liability Policy provides the following limits of liability:
 $1,000,000 Per Occurrence Policy Limit
 $2,000,000 General Aggregate Limit
 $1,000,000 Products-Completed Operations Aggregate Limit
 $1,000,000 Personal & Advertising Injury Limit
 $300,000 Damage to Premises Rented to You Limit
 $1,000,000 Liquor Liability
Limits are shared by all who are considered an Insured under the policy.

46. Florida State Alumni Association
Insurance Program
Who is Covered?
The insurance program incepted for the Florida State
Alumni Association is designed to protect the following
organizations and people:
 The Florida State University Alumni Association and
its officers, employees and volunteers while
performing specific duties on behalf of the
Association. (First Named Insured)
 Recognized Seminole Clubs & Chapters
 Seminole Clubs & Chapter officers, board members,
committee chairs, members and volunteers while
performing specific duties on behalf of a Seminole
Club or Chapter

47. Florida State Alumni Association
Insurance Program
Notable Exclusions:
 Athletic Participants
 Intentional Acts (Intended and Expected)
 Medical Payments
 Abuse & Molestation
 Hazardous Activities:
 Fireworks, pyrotechnical devices
 Mechanically operated amusement devices
 Rodeos
 Aircraft, including balloons, tethered balloons, parachuting,
and land based parachuting

48. Florida State Alumni Association
Insurance Program
Special Events:
Automatically covers:
1. All indoor events with less than 1,000 attendees and a duration not
to exceed 24 hrs.
2. All outdoor events with less than 500 attendees and a duration not
to exceed 24 hrs.
The following events must be submitted and possibly
rated separately:
1. Events exceeding the attendee and duration limits specified
above;
2. Any parade, fair or carnival; or
3. Any athletic, sporting or motor vehicle event including walks,
runs, tournaments, demonstrations, rallies or competitive
activities.

49. Florida State Alumni Association
Insurance Program
Business Auto
Travelers Indemnity Company of America
AM Best Rated: Financial Strength: A+ (Superior)
Financial Size: XV ($2B + Policyholder Surplus)
 $1,000,000 Combined Single Limit (CSL) for Bodily Injury and/or Property
Damage for any auto
 Basic Personal Injury Protection (PIP) but only for owned autos requiring to
have No-fault benefits
 Uninsured Motorist – owned autos only
 Physical Damage – Hired autos only subject to
Important Notes:
 Liability Coverage for Hired Autos is Excess to Operator and/or Owners
coverage.
 $100 Comprehensive and $500 Collision Deductible

50. Florida State Alumni Association
Insurance Program
Commercial Excess Liability (Umbrella) Insurance
Travelers Indemnity Company
AM Best Rated: Financial Strength: A+ (Superior)
Financial Size: XV ($2B + Policyholder Surplus)
 $5,000,000 Per Occurrence Policy Limit
 $5,000,000 General Aggregate Policy Limit
 Retained Limit of $10,000 any one occurrence; only applies if it is not
covered under a scheduled underlying policy but is covered under the
Excess.
Scheduled Underlying Policies
 General Liability
 Automobile Liability

51. Florida State Alumni Association
Insurance Program
Commercial Crime
Travelers Property Casualty Company of America
AM Best Rated: Financial Strength: A+ (Superior)
Financial Size: XV ($2B + Policyholder Surplus)
The Alumni Association and each recognized Alumni club
receives:
 Employee Theft: $250,000 per occurrence
 Forgery/Alteration: $250,000 per occurrence
$1,000 deductible applies for each line of coverage

52. Directors & Officers Liability
RSUI Indemnity Company
AM Best Rated: Financial Strength: A (Excellent)
Financial Size: XIV ($1.5B to 2B)Policyholder
Surplus)
Limit : $5,000,000 per claim and general aggregate
 Directors & Officers Liability
 Employment Practices Liability
 $5,000 Retention D&O & EPL
 $1,000,000 sub-limit for Seminole Clubs
Florida State Alumni Association
Insurance Program

53. Seminole Club Risk Management 101
Checklist
 Vendors
 Contract Review
 Verified appropriate insurance coverage
 Alcohol
 Method of distribution (3rd party)
 Cash bar v. pre-paid (all inclusive)
 IDs checked/wrist bands
 Publicized start and end time
 Safe transportation addressed
 Athletic Events
 Waivers secured during registration
 Accident coverage for participants
 Emergency Medical Services available
 Confirm Seminole Club’s insurance program will cover

54. Transferring Risk:
Additional Insured and Indemnification
Contract Review
 Minimum Required Limits of Liability
 Additional Insured Requirements
 Primary & Non Contributing
 Indemnification & Waiver of
Subrogation Clauses
 Mutual preferred
 Negotiable
 Confirm it meets the definition of
an “insured contract” under the
liability insurance policy

55. Additional Insured Request
 All requests flow through
the Florida State Alumni
Association
 MUST be required within a
written contract
 Provide the contract with
the request
 Provided at no additional
cost
 Please provide sufficient
time to process the request
(2 business days)

56. Incident Reporting
 Immediately Report the incident to the
Florida State Alumni Association. They
will engage Willis.
 Secure as much information as possible
as quickly as possible:
 Who, what, where, when and how?
 Secure any witnesses complete
contact information.
 Photographs if possible and applicable
 If police investigated, provide
Department information and police
report number if available
 Error on the side of caution and report
any potential incident!

57. Questions & Answers