Alumni Volunteer Summit

Tuesday, August 12, 20145-7 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, learning-

centered 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– 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 high-impact, 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 university-wide 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, service-oriented 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?

84%

11%

2%3%Key FY14 Operating Revenue Sources

Unaudited

Net Tuition & Fees

Auxiliaries

Gifts

Other

University Finances, continued

• What are funds spent on?

60%20%

12%

8%

Key FY14 Operating Expenses Unaudited

Compensation

General Expense

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: – 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 UniversityBradley UniversityButler UniversityDrake UniversityChapman UniversityElon UniversityJohn Carroll UniversityLewis & Clark College

Providence CollegeSaint Mary’s College of

CaliforniaStetson UniversityUniversity of PortlandUniversity of RedlandsUniversity of ScrantonValparaiso 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. 

• 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/MinorsAccounting (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 Post-baccalaureate)

Undergraduate Majors/Minors, cont’d

French (Certificate, Minor, Licensure)

German (Certificate, Major, Minor, Licensure)

Global Business with German (Major)

Global Studies (Major and Minor)

Health Education (Licensure) Health Sciences (Major)History (Major and Minor)International Business (Major)International Journalism

(Certificate)Latin American Studies (Major

and Minor)Law (Three-Three Program with

HUSL, Pre-Professional Program)

Legal Studies (Major and Minor)

Linguistics (Minor)

Management (Major)

Marketing (Major)Mathematics (Major, Minor,

Licensure)Middle East Studies (Minor)Music (Major, Minor)Nonprofit Management (Minor

and Master’s)Paralegal (Certificate and Post-

baccalaureate)Philosophy (Major and Minor)Physics (Major, Minor,

Licensure)Political Science (Major, Minor,

Licensure)Pre-Engineering (Electrical)

(Pre-Professional Program)Pre-Engineering (Mechanical)

(Pre-Professional Program)

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*• 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:– 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– 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– Education (master’s, doctorate)– Environmental Education (master’s)– ESL Education (master’s)– Literacy Education (master’s)– Teaching (master’s)

School of Education, continued

• Licensures– Education– Bilingual Education – Education Administration– ESL Education– Literacy Education

• Post-baccalaureate– Education

School of Education, continued

• Certificates– 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– 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:

– 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:

– 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

CoordinatorLinda 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 GivingLindsey 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 SpecialistVACANT

Alumni Relations Director School of

LawJane 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

SpecialistMatthew 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

Lucas-Waverly

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:• 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:

– Minnesota (17,262)– Wisconsin (1,127)– California (497)– Illinois (305)– Florida (237)– Arizona (195)– Washington (220)

Key Volunteer Groups

• 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

Engage/CultivateInterests

Ask forGift

Follow Up

Steward andThank

Discover InterestsIdentificati

on and Initial Contact

Sample Activities and Tactics that Support the Relationship CycleIdentification 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, continuedDiscover 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, continuedEngage/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, continuedAsk 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, continuedFollow 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, continuedSteward 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!