Transcript Slide 1

Alumni Volunteer Summit
Tuesday, August 12, 2014
5-7 p.m.
Anderson Center, Room 112
University Information
Hamline University Mission
To create a diverse and collaborative community of learners
dedicated to the development of students’ knowledge, values,
and skills for successful lives of leadership, scholarship, and
service.
Hamline University Vision
Hamline University will be recognized as a diverse, learningcentered university that is:
• Rooted in a tradition of liberal education,
• Dynamic and actively inclusive,
• Locally engaged and globally connected, and
• Invested in the personal and professional growth of persons
Hamline University Values
Hamline University recognizes its roots in the traditions and
values of the United Methodist Church. Through our personal
and collective effort, we will make a lasting difference in the world as
we aspire to the highest standards for:
• Creation, dissemination, and practical application of
knowledge
• Rigor, creativity, and innovation in teaching, learning, and
research
• Multicultural competencies in local and global contexts
• The development and education of the whole person
• An individual and community ethic of social justice, civic
responsibility, and inclusive leadership and service
Locations and Grounds
• The Hamline University Saint Paul campus spans 77
acres. The most recent addition to campus is the Carol
Young Anderson and Dennis L. Anderson University Center
which houses event and meeting venues, a meditation room,
a fireplace and lounge areas, campus dining, campus life
offices, a Starbucks coffee shop, a convenience store, and
outdoor terrace, and underground parking.
• Hamline University Minneapolis is located at the
Intersection of I-394 and Highway 100 in Saint Louis Park.
The seventh floor of the 1600 Tower offers 16,000 square
feet of classroom, office, and student activity space.
Board of Trustees
• There are 30 current trustees, 13 are alumni of the university.
• There are 14 life trustees, 5 are alumni of the university.
• The Board has 9 committees:
– Executive Committee, Board Chair, Bob Klas, Jr. ’75
– Academic & Student Affairs Undergraduate Committee, Cindy
Gregorson ’81 is committee chair
– Academic & Student Affairs Graduate Committee, Ken Morris JD
’92 is committee chair
– Audit Committee, Mike LaFontaine JD ’03 is committee chair
– Development Committee, Kathi Austin Mahle is committee chair
– Facilities Committee, Julie Showers is committee chair
– Finance Committee, Rich Mack is committee chair
– Investment Committee, Bryce Doty ’88 is committee chair
– Trusteeship Committee, Brenda Heim ’77 is committee chair
University Leadership
• President Linda N. Hanson, Hamline’s 19th president, joined
Hamline in 2005.
• The President’s Staff is comprised of
– Eric Jensen, Provost
– Margaret Tungseth, Sr. Vice President for Business, Finance, &
Technology
– Catherine Wassberg, Vice President and General Counsel
– Ann Ness, Vice President of Marketing and Enrollment
– Tony Grundhauser, Vice President of Development & Alumni
Relations
– Alan Sickbert, Dean of Students
– Jane Telleen, Executive Assistant to the President
University Leadership, continued
• The Dean’s Council is comprised of
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Eric Jensen, Provost
John Matachek, Dean of the College of Liberal Arts
Jean Holloway, Dean of the School of Law
Nancy Sorenson, Dean of the School of Education
Anne McCarthy, Dean of the School of Business
Alan Sickbert, Dean of Students
University Rankings
• 2013: U.S. News & World Report -- Hamline ranked 1st
university in Minnesota, 11th in region in its category of
"America's Best Colleges” for the thirteenth consecutive year
• 2013: Washington Monthly -- Hamline University has been
ranked fourteenth in the nation in its category
• 2013: Forbes.com -- Ranks Hamline among "Best"; Success
of grads, quality of education biggest factors in rankings
• 2014: Princeton Review -- Hamline Named a "Best
Midwestern" School; rankings reflect academic strength,
institutional data, reputation, and student input
• 2015: U.S. News & World Report “Best Law Schools” -Hamline law is now the top-ranked private law school in
Minnesota
Strategic Plan 2013-2017
• In 2007, Hamline University adopted Creating Pathways to
Distinction, a five-year strategic plan to achieve our vision to
be recognized as a diverse, learning-centered university.
• As Hamline looks forward to the next five years, we build
upon the initiatives started in 2007. Our stakeholders—the
trustees, faculty, staff, students, and alumni of Hamline—
have imprinted the goals and aspirations we share as a
community onto the plan, which is titled The Hamline
Experience: Pathways to Success.
• This new plan introduces our aspiration of creating a highimpact, experientially-centered liberal education for all
students including first-year seminars; common intellectual
experiences; study abroad opportunities; collaborative
assignments, undergraduate research and more.
Strategic Plan 2013-2017, continued
• The Hamline Experience: Pathways to Success
– Strategic Direction 1: Connect teaching, scholarship, and universitywide learning outcomes with the mission, values, and vision to
advance a distinctively Hamline experience.
– Strategic Direction 2: Become an exemplar in the integration of
diversity to achieve and sustain an inclusive community.
– Strategic Direction 3: Invest in the personal and professional growth
of our students and create effective learning and living environments
that meet the teaching and learning objectives and growth
projections of the university.
– Strategic Direction 4: Develop, allocate, and steward resources that
allow Hamline to perform as a superior learning-centered, serviceoriented university.
University Finances
• How has the endowment performed financially?
– Our endowment portfolio is currently at $92M. Last fiscal year
return (July, 2013 - June, 2014) was 15.8%. The three year average
annual return has been 9.4%, fully supportive of our 4.5% annual
spending rate and coverage of inflation.
• What is the general health of the university?
– As measured by our balance sheet our financial health is good. Our
cash position is solid so that we continue to operate year in and out
without reliance on our operating line of credit. Our net assets
continue to grow.
University Finances, continued
– Operating results, for the second year of the three year strategic financial
plan , continue to be positive, running ahead of plan. The plan, through the
generation of cash from reduced capital spending, is supporting deficit
operating budgets through FY15 as the new revenue generating initiatives are
fully implemented. We continue to prioritize resource use on the student
experience and remain responsive to changes in the market place by focusing
our resource use on areas of opportunity and strengthening areas of greatest
success.
– External entity perspectives are good indicators as well. While we continue to
operate in a challenging environment, which Moody’s characterizes with a
negative outlook, we continue to successfully grow our undergraduate and
graduate enrollments as planned. Our School of Law was ranked 126th in the
nation by US News & World Report, a jump of 25 places. About 93% of
our law graduates are landing jobs in their fields. The university maintains an
investment grade credit rating by Moody’s of Baa2. We refinanced most of
our variable rate debt to a fixed rate to minimize risk. All debt covenants
continue to be met.
University Finances, continued
• What are the key revenue sources?
Key FY14 Operating Revenue Sources Unaudited
2% 3%
Net Tuition & Fees
11%
Auxiliaries
Gifts
84%
Other
University Finances, continued
• What are funds spent on?
Key FY14 Operating Expenses Unaudited
8%
Compensation
12%
General Expense
20%
60%
Depreciation/Interest
Facilities Expense
Hamline’s Reference Set of Schools
• These institutions have similar attributes as Hamline
University, such as composition, enrollment, classification,
mission, and values, and were selected on the following
criteria:
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Mission and values, Total enrollment between 3,000-6,200 students
Operating budget between $60 and $110 million
Endowment size between $45 and $195 million
Level of programming – undergraduate, professional, and graduate
Basic Carnegie Classification – Master’s level
Private, nonprofit
*This reference set criteria was created in 2007 for the Creating
Pathways to Distinction Strategic plan.
Hamline’s Reference Set of Schools, cont’d
Belmont University
Bradley University
Butler University
Drake University
Chapman University
Elon University
John Carroll University
Lewis & Clark College
Providence College
Saint Mary’s College of
California
Stetson University
University of Portland
University of Redlands
University of Scranton
Valparaiso University
Schools & Colleges
Hamline University Today
Today, Hamline University is comprised of four schools that
work together to provide a world-class education for nearly
5,000 undergraduate, graduate, and law students.
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College of Liberal Arts
School of Law
School of Education
School of Business
The College of Liberal Arts
The College of Liberal Arts offers 53 majors, 42 minors, 11
licensure programs, 20 certificates, 5 post-baccalaureate, 5
pre-professional, and 4 master’s degrees.
Graduate Degrees:
• Creative Writing (master’s)
• Creative Writing for Children (master’s)
Undergraduate Majors/Minors
Accounting (Major)
African-American Studies (Minor)
Anthropology (Major and Minor)
Art (Studio Arts) (Major and Minor)
Art History (Major and Minor)
Biochemistry (Major)
Biology (Major, Minor, Licensure)
Business (Major, Minor, Licensure)
Business Analytics Concentration (Major)
Chemistry (Major, Minor, Licensure)
Chinese (Certificate and Minor)
Communication Studies (Major and
Minor)
Computational Science (Minor)
Computer Science (Minor)
Conflict Studies (Certificate and Minor)
Creative Writing (Certificate, Major,
Minor, Master’s)
Criminology and Criminal Justice
(Licensure, Major, Minor)
Digital Media Arts (Major)
East Asian Studies (Major and Minor)
Economics (Major and Minor)
Education (Co-Major, Minor, Licensure,
Post-baccalaureate, Master’s,
Doctorate)
English (Major, Minor, Licensure)
Environmental Studies (Major)
Exercise Science (Major)
Finance (Major)
Forensic Science (Certificate and Postbaccalaureate)
Undergraduate Majors/Minors, cont’d
French (Certificate, Minor, Licensure)
Marketing (Major)
German (Certificate, Major, Minor,
Mathematics (Major, Minor, Licensure)
Licensure)
Middle East Studies (Minor)
Global Business with German (Major)
Music (Major, Minor)
Global Studies (Major and Minor)
Nonprofit Management (Minor and
Health Education (Licensure)
Master’s)
Health Sciences (Major)
Paralegal (Certificate and Postbaccalaureate)
History (Major and Minor)
Philosophy (Major and Minor)
International Business (Major)
Physics (Major, Minor, Licensure)
International Journalism (Certificate)
Latin American Studies (Major and Minor) Political Science (Major, Minor, Licensure)
Law (Three-Three Program with HUSL, Pre-Engineering (Electrical) (PreProfessional Program)
Pre-Professional Program)
Pre-Engineering (Mechanical) (PreLegal Studies (Major and Minor)
Professional Program)
Linguistics (Minor)
Management (Major)
Undergraduate Majors/Minors, cont’d
Pre-Law (Pre-Professional Program)
Pre-Medical (Pre-Professional Program)
Professional Writing (Minor)
Psychology (Major and Minor)
Religion (Major and Minor)
Social Justice (Major and Minor)
Social Studies (Major and Licensure)
Sociology (Major and Minor)
Spanish (Certificate, Major, Minor, Licensure)
Sport and Recreation Management
Concentration (Major)
Sustainable Enterprise Concentration (Major)
Theatre Arts (Major, Minor,
Licensure)
Urban Studies ( Major and Minor)
Women’s Studies (Major and Minor)
High-Impact and Effective Educational
Practices*
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First-Year Seminars and Experiences
Common Intellectual Experiences
Learning Communities
Writing-Intensive Courses
Collaborative Assignments and Projects
Undergraduate Research
Diversity/Global Learning
Service Learning, Community-Based Learning
Internships
Capstone Courses and Projects
*practices that educational research suggests increase
rates of student retention and student engagement.
CLA – student demographic information
• Our undergraduate students are 58% women, 42% men.
• 18% are first-generation students (neither parent
completed college).
• 25% of our students are of color, 2% are international.
• Our students come from 41 states and 33 countries.
• 54% of our students come from the Twin Cities Metro area,
21% from outstate MN, 19% from out of state, and 11%
from surrounding states (ND, SD, NE, IA, IL, WI).
CLA – Class of 2018 statistics
• Our incoming first-year class in 2014:
– Average GPA 3.37
– 12.6% have a parent, grandparent or sibling who attended Hamline
– 34.3% First-Generation (neither parent has completed a 4-year
degree
– 29.3% are students of color
• Majors by clusters for incoming first-year class in 2013:
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Business – 16.6%
Education – 6%
Fine Arts – 9%
Humanities – 6.4%
Natural Sciences – 30.3%
Social Sciences – 23.5%
Undecided – 8.1%
CLA – Other statistics
• More than 90% of our students receive need- or merit-based
gift aid.
• There are nearly 80 student organizations, 19 athletic teams,
and 5 music groups on campus.
• Our students donate more than 47,000 hours of community
service each year.
• We have graduated 40 Fulbright scholars, 5 Rhodes
scholars, and 1 Truman scholar.
School of Law Degrees
Degrees:
Juris Doctor (JD)
• Full-Time Weekday Option
• Part-Time Weekend Option
LL.M. for International Lawyers (master’s)
Master’s in the Study of Law (MSL)
School of Law Certificates
• Dispute Resolution Institute
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Certificate in International Business Negotiation
Certificate in Advocacy and Problem-Solving (CAPS)
Certificate in Dispute Resolution (CDR)
Certificate in Global Arbitration Law and Practice
Certificate in Conflict Engagement for Health Professionals (A
Professional Certificate Program)
• Health Law Institute
– General Health Law Certificate
– Certificate in Healthcare Compliance
• Business Law Institute
– General Business Law Certificate
School of Education
The School of Education offers one major, one minor, 5
licensures, 14 certificates, one post-baccalaureate, 5 masters,
and one doctorate.
• Undergraduate Majors/Minors
– Education
• Graduate Degrees
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Education (master’s, doctorate)
Environmental Education (master’s)
ESL Education (master’s)
Literacy Education (master’s)
Teaching (master’s)
School of Education, continued
• Licensures
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Education
Bilingual Education
Education Administration
ESL Education
Literacy Education
• Post-baccalaureate
– Education
School of Education, continued
• Certificates
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Adult ESL
Advanced Pain Management
Advanced Teaching English as a Foreign Language
Autism Spectrum Disorders
Children's Literature
College Admission Counseling
ESL for Mainstream Teachers
Environmental Education
Gifted Education
K-5 Mathematics
Literacy Education
Other Health Disabilities
Traumatic Brain Injury
Urban Teaching
School of Business
The School of Business offers 7 majors, 3 minors, 1 certificate,
3 master’s degrees, and one doctorate.
• Undergraduate majors/minors
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Accounting (major)
Business (major, minor)
Economics (major, minor)
Finance (major)
International Business (major)
Management (major)
Marketing (major)
Nonprofit Management (minor)
School of Business, continued
• Graduate Degrees
– Business (master’s)
– Nonprofit Management (master’s)
– Public Administration (master’s and doctorate)
• Certificate
– Public Administration
Athletics
Athletics at Hamline
• Hamline is part of the DIII Minnesota Intercollegiate
Athletic Conference (MIAC).
• Diversity, Community, Leadership, Scholarship, and Service
are core values of the Athletics Department at Hamline.
• There are 19 varsity sports at Hamline:
– Men’s sports: Baseball, Basketball, Cross Country, Football, Hockey,
Soccer, Swimming & Diving, Tennis, Track & Field
– Women’s sports: Basketball, Cross Country, Gymnastics, Hockey,
Soccer, Softball, Swimming & Diving, Tennis, Track & Field,
Volleyball
• In 2013-2014 we had 488 student athletes and the Athletic
Department GPA was 3.19
Athletic Achievements in 2013-2014, cont’d
• Conference Awards:
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First Team All-Conference Athletes – 43
Honorable Mentions – 33, plus 7 teams
MIAC All-Rookie Teams – 2
MIAC All-Defensive Teams – 2
MIAC Post-Season Tournament Qualifiers (Teams) – 5
Academic All-Conference (Fall 2013) – 22
Academic All-Conference (Winter/Spring 2014) – 47
Co-defensive Player of the Year – 1 (Courtney Benson ’14)
Coach of the Year – 1 (Paul Schmaedeke ’77)
Athletic Achievements in 2013-2014, cont’d
• Regional Awards:
– All Region/District Players – 2
• National Awards:
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All-Americans – 4
Academic All-Americans (Individuals) – 18
Academic All-American (Teams) – 4
NCGA Senior gymnast of the Year – 1 (Courtney Benson ’14)
Development & Alumni Relations
Development Org Chart
Vice President
Development &
Alumni Relations
Tony Grundhauser
Associate Vice
President
Development
Carrie Albers
Leadership Gift
Officer
Marcia Yanz
University Gift
Officer
Karla Williams
University Gift
Officer
Michael McCue
University Gift
Officer
VACANT
Director of
Development
School of Law
VACANT
Planned and Major
Gift Coordinator
Linda Carlson
Annual Giving Org Chart
Vice President
Development &
Alumni Relations
Tony Grundhauser
Director of
Annual Giving
Programs
Meghan Bethke
Assistant Director
Annual Giving
Lindsay Scherer
Assistant Director
Annual Giving
Lindsey Bina
Administrative
Assistant Annual
Giving Programs
Debra Conard
Alumni Relations/Advancement Org Chart
Vice President
Development &
Alumni Relations
Tony Grundhauser
Associate Vice
President of Alumni
Relations
Betsy Radtke
Alumni Relations
Director
Molly Glewwe
Associate Director of
Alumni Relations
Meredith St. Pierre
Communications
Specialist
VACANT
Alumni Relations
Director School of Law
Jane Prince
Alumni Relations and
Development
Coordinator School of
Law
Kristine Migely
Alumni Relations/Advancement Org Chart
Vice President
Development &
Alumni Relations
Tony Grundhauser
Director of
Advancement
Operations
Tim Traffie
Report Writing and
Support Specialist
Matthew Sherman
Research Director
Mark Berg
Manager, Gift
Information
Arlene
Wischnewski
Stewardship
Coordinator
Donna Carlier
University Events Org Chart
Vice President
Development &
Alumni Relations
Tony Grundhauser
Director of
University Events
Tracey Peters
University Events
Coordinator
Stefanie LucasWaverly
Development & Alumni Relations Goals
• The Development and Alumni Relations Plan for Fiscal Year
2015 will be based on the following initiatives. Each of these
initiatives supports the objectives of the new Hamline
University strategic plan, The Hamline Experience: Pathways to
Success.
HIGHLIGHTS OF DEVELOPMENT & ALUMNI RELATIONS
FY15 GOALS:
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Raise $1.937 Million in Budgeted Annual Gifts.
Raise $3M in new gifts, pledges and intentions for the endowment.
Implement leadership phase of Law School Campaign.
Conduct an internal study of endowment growth, academic
program and facility priorities to set up recommendations for a
multi-year fundraising campaign beyond FY15.
Development & Alumni Relations, continued
• Grow the number of undergraduate alumni annual donors each
year by at least 150. FY15 goal is 2,558 undergraduate alumni
donors.
• Grow the number of law alumni annual donors each year by at
least 50. FY15 goal is 749 law alumni donors.
• Develop a new strategic approach to annual giving designed to
increase alumni donors and broaden the base of financial support.
• Implement law engagement strategy to complement campaign.
• Complete 20 new planned gift intentions per year.
• Implement prospect management system to help build pipeline of
major gift prospects and close more major gifts for the University.
• Implement new Alumni Weekend event plan; grow attendance by
50%.
Development & Alumni Relations, continued
• Assess outcomes of the 2014 Alumni Attitude Study and create
and begin to implement communications plan.
• Repackage and better communicate with alumni and friends the
offerings at Hamline related to professional development and
lifelong learning opportunities.
• Analyze engagement metrics to inform decisions about what
alumni events to hold, and success of our e-marketing and social
media efforts.
• Enhance functionality and user experience of Hamline
Everywhere.
• Enhance student engagement/philanthropy education program
including Hamline affinity and giving.
• Continued implementation of Peer-based Engagement and
Fundraising initiative within volunteer groups.
The University’s Alumni Population
• We have 30,832 university alumni; 32% have graduated in
the past 10 years
• 68% live in the Twin Cities 13 county metro area
• 5% live in outstate Minnesota
• 27% live outside of Minnesota
• States where most alumni live:
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Minnesota (17,262)
Wisconsin (1,127)
California (497)
Illinois (305)
Florida (237)
Arizona (195)
Washington (220)
Key Volunteer Groups
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CLA Alumni Board of Directors
GOLD (Graduates of the Last Decade) Advisory Board
Piper Athletic Association Board of Directors
CLA Alumni Annual Fund Board of Directors
CLA Class Agents
Woman in Philanthropy Advisory Council
School of Law Alumni Board of Directors
School of Law Advisory Board
School of Law Campaign Steering Committee
School of Business Alumni Board of Directors
School of Business Advisory Council
Student Alumni Board
Senior Team
Peer-based Engagement & Fundraising
Hamline University Peer-based Engagement
and Fundraising Relationship Cycle
Identification
and Initial
Contact
Engage/
Cultivate
Interests
Discover
Interests
Steward and
Thank
Ask for
Gift
Follow Up
Sample Activities and Tactics that Support
the Relationship Cycle
Identification and Initial Contact
• Work with DAR staff to review class lists and identify alums
you know and could reach out to/provide an introduction
• Tell DAR staff about people of influence in the community
who you know
• Contact a former classmate and reacquaint them with
Hamline
• Invite alum or person of influence to attend a Hamline event
with you
• Ask alum or person of influence to lunch with you and a
DAR staff member
• Ask alum or person of influence to accept a call/visit from a
DAR staff member
Sample Activities and Tactics that Support
the Relationship Cycle, continued
Discover Interests
• Meet or talk with individuals to share info about Hamline
and listen for areas of interest.
• Talk with Hamline event attendees and ask about their
connections to Hamline
• Invite person on a campus tour
• Provide feedback to DAR staff and consult regarding next
steps
Sample Activities and Tactics that Support
the Relationship Cycle, continued
Engage/Cultivate Interests
• Invite person to serve in a volunteer role for DAR -- serve on
reunion committee, class agent, GOLD Advisory Board, etc.
• Encourage person to volunteer for the Career Development
Center/ Career Services Office -- practice interview week, mentor
• If person is an expert in a certain field, ask if they would enjoy the
opportunity to provide a guest lecture at Hamline.
• Invite person to attend Hamline event with you: First Friday
Forum, alumni gathering, athletic event, CLE, etc.
• If interested in a specific major/area of study, invite them to meet
with a faculty member and/or student in that area
• Encourage alumni to connect with students by participating in
Admission activities, career networking activities, or by attending
events where alumni volunteer to serve as table hosts.
Sample Activities and Tactics that Support
the Relationship Cycle, continued
Ask For Gift
• Provide a testimonial about why you make financial gifts to
Hamline and why you encourage others to do so (can do this
1:1 or offer to do this at an event)
• Call or e-mail your classmates to encourage them to make an
annual gift to Hamline
• Add a quick note to your Facebook page during peak giving
times (calendar year end and fiscal year end)
• Accompany a DAR staff member on an ask for a gift (again,
provide testimonial and encourage the gift)
• Encourage people to include Hamline in their will or estate
plan (Heritage Society)
Sample Activities and Tactics that Support
the Relationship Cycle, continued
Follow Up
• Often times, individuals are not inclined to answer a request with a
simple yes or no when first presented with an opportunity to give
or to become engaged
• Follow up to answer any questions that a donor may have about a
gift opportunity
• Send information via e-mail or mail you think the alum or donor
may be interested in
• Offer to connect an alum or donor with a staff person
• Help people expand their network by providing the names of
others with similar interests
• Communicate back with DAR staff about any interactions you
have with other alumni/individuals about Hamline; help DAR
staff identify next steps as needed
Sample Activities and Tactics that Support
the Relationship Cycle, continued
Steward and Thank
• Thank person for meeting/volunteering/making a
gift/attending an event
• If person makes a gift, provide opportunities to show them
how the gift was used or made an impact (e.g. -- If for
scholarship, ask if they would like to meet with a scholarship
recipient)
Thank you for all you do for Hamline
• Your volunteer involvement with Hamline University is very
important to us.
• Thank you for your time, energy and effort as you
– Increase word-of-mouth about your alma mater
– Advance Hamline's reputation in the community
– Help with and participate in programming that will reconnect alumni
with each other, with students, and with the university
– Raise money for the university’s programs
• YOU MAKE A DIFFERENCE!