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Douglas College FoundationExecutive Director’s 2017/18 Annual Report

Leanne Poon, Executive Director, Foundation & Alumni Relations

June 26, 2018

History of the Foundation

Incorporated in 1985

Current investment portfolio $20.8 million

13 volunteer Directors

7 full-time staff, 1 executive assistant, 1 student assistant

Office located at Coquitlam campus

Current Foundation Team

Melody JaneHazelSherrillSusan

Melody Leanne Sherrill Sarah Jane Susan

Jin Krista Hannah SusanLeanne Sherrill Jane Carmen Andrew

Relationship between the College and the Foundation

4

• Shared interest in the success of our students

• Foundation staff are employees of the college

• Foundation is a business unit of the college

Reporting Structure

5

Douglas College President

Douglas College Foundation Board

Executive Director,

Foundation & Alumni Relations

2017/2018 AT A GLANCE

239 Endowment

Funds203

Annual Funds

1,700 Students Assisted

$2+MillionDistributed

8 existing funds reached the $30,000 endowment threshold through direct fundraising efforts

6 new endowment funds established in 2017/2018

23 new annual funds established in 2017/2018

$1.8 Million distributed directly to students (Bursaries, Awards, Scholarships, Student Aid) and the balance supporting student programs.

$135,000 increase over 2016/20172000 + Donors

$20.8 Million

Foundation Endowment Portfolio

Funds Raised Year-to-Year

675,289714,376

782,544861,517

1,338,669

904,738

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

2013 2014 2015 2016 2017 2018

INDIVIDUAL, CORPORATION AND FOUNDATION REVENUE (EXCLUDING INVESTMENT INCOME)

Received 2 large grants totaling $520,000 in 2016/17

Detailed Revenue & Asset Changes

2016/2017 2017/2018

External Contributions

Individuals $235,089 $266,798

Corporations $331,809 $279,407

Foundations $771,771 $358,533

Total External Contributions $1,338,669 $904,738

Total Investment Income $593,215 $668,337

Total Revenue (excluding DC Contributions) $1,931,884 $1,573,075

Total Foundation Portfolio $20,263,642 $20,828,392

2017/18 HIGHLIGHTS

9

1st Foundation & Alumni Board Retreat

Increased Alumni and Donor Outreach

New Draft Foundation Board Strategic Plan for 2018/19

Increased funds raised, students assisted,

and multi-year pledges

2017/18 HIGHLIGHTS cont’d

10

Faculty/Staff Appeal

Alumni Annual Appeal

International Alumni Outreach

*2,000 Graduates

Changes in strategy …

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Then … Now …

• Transactional Fundraising (one-time) • Ongoing long-term relationship building

• Partnership Fundraising

• Only Fundraise for Douglas College (time & resources)

• Major Gift Fundraising• Solicit donors to support awards and student

programs• Collaboration with Alumni• Expanding to include: Gifts of Stock/Property,

payroll deduction, recurring credit card

• Constitution & Bylaws with no Terms of Office

• Updating Constitution & Bylaws including BoardTerms of Office and standardizing per new BC Societies Act

OPPORTUNITIES

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• Creating a College-wide culture of philanthropy

• Building the Foundation’s profile externally to Alumni, Donors and the Community

• Connect/Re-engage with Alumni

HOW TO GET INVOLVED

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• Engage with the College

• Introduce your contacts to the Foundation

• Participate in Foundation & Alumni events

• Donate to support student awards

Students are at the centre of what we DO

Time, Talent and Treasure!

Thank you for all you DO!