Volunteers as Ambassadors

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Bill Rawson '71, Trustee, and Ted Probert, Director of Institutional Advancement, gave this presentation to alumni and parent volunteers at the 2012 Exeter Leadership Weekend. View it to learn more about how to advance the Academy's mission and strategic goals in your role as an Exeter volunteer.

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Volunteers as Ambassadors

  1. 1. Exeter Leadership Weekend September 28-29, 2012 Phillips Exeter Academy
  2. 2. Advancement Mission Advance the aims and ideals of Phillips Exeter Academy by securing financial resources, empowering volunteers, andfostering lifelong connections between the Academy and its alumni and parents. September 2011 Phillips Exeter Academy
  3. 3. Importance of Philanthropy• 62% of operating revenue comes through endowment and annual support• Tuition: – school year ends – 12/22/12• Alumni & Parents define educational experience for students & faculty –direct impact!Phillips Exeter Academy
  4. 4. Phillips Exeter Academy
  5. 5. Annual Giving• Model program for many years!• Increase from $5.3M (’04) - $7.8M (’09)• 24 consecutive years - 50%+ participation• Strong reunion and non-reunion support• Consistent message to our alumni – AG supports 9% of operating budget – Participation is key – Unrestricted support -> margin of excellencePhillips Exeter Academy
  6. 6. 2009 – 2012• Annual Fund results plateaued - $7.6M• Participation: 47% average - last 3 years• Parent participation: 51% - last year• Need to change focus and approachPhillips Exeter Academy
  7. 7. The Exeter Fund• Reintroduce the Purpose – EXETER• Exemplifies the Academy’s First Priority• Promotes recurring gifts• Importance of unrestricted support• Trend in industry - increased results• PEA re-set the standard!Phillips Exeter Academy
  8. 8. Phillips Exeter Academy
  9. 9. Institutional Priorities• The Exeter Fund• Global Initiatives• Music, Theater and Dance• Health and Wellness• Fitness Center• Synthetic Turf FieldPhillips Exeter Academy
  10. 10. THE FUTUREOur Role:• Engage volunteers – inform, inspire, support• Be attentive in good and bad times• Keep loyal constituents close to PEA• Maintain Exeters visibility in local regions• Discover, Identify and Cultivate new donors• Strengthen relationships with the AcademyPhillips Exeter Academy
  11. 11. THE FUTUREYour role as an Ambassador:• Speak to the excellence of PEA today• Know the mission and values of the Academy• Understand the needs and challenges• Engage in Discovery inquiries: –Attitude toward the Academy? –Satisfaction with current engagement at Exeter? –Extent to which he/she feels valued as a donor? –Position of PEA in their philanthropic priorities?Phillips Exeter Academy
  12. 12. Every single point of contact is an opportunity to advance a relationshipPhillips Exeter Academy
  13. 13. Questions?Phillips Exeter Academy

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