Welcome, IU Alumni Volunteers. Regional Communities Training March 4-5, 2016 Louisville, Kentucky

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1 Welcome, IU Alumni Volunteers Regional Communities Training March 4-5, 2016 Louisville, Kentucky

2 Goals for Today Build Superior Relationships Emphasize Priorities and Values Share and Learn from One Another

3 Icebreaker

4 IUAA OVERVIEW

5 Why We Do This

6 Indiana University *IUPUC is a campus of IUPUI Founded in 1820 Eight campuses IU Bloomington IUPUI (Indianapolis)* IU East (Richmond) IU Kokomo IU South Bend IU Northwest (Gary) IU Southeast (New Albany) IPFW (Fort Wayne) 110,000+ students Over 5,000 faculty members Nearly 11,000 staff members

7 IUAA Mission The Indiana University Alumni Association brings alumni together to support IU and one another throughout their lives.

8 Indiana University Alumni Association *Dotted line reporting Founded in (c)(3) Corporate HQ: DeVault Alumni Center Alumni Offices at all campuses and IUPUC 45 FTE at IUB 11 FTE at IUPUI* ~10 FTE at other campuses* 640,900 graduates in USA and 154 countries 58,451 IUAA Members 3rd Largest AA in Country

9 Alum huh? Alumnus one male Alumna one female Alumnae group of females Alumni group of men or men and women together Alum truncated version that we use for all of the above.

10 PAST AND PRESENT

11 Key Dates in IUAA s History 1820 Indiana Seminary 1839 Indiana University? IUAA Founded

12 In what year was IUAA founded?

13 Key Dates in IUAA s History IUAA Founded in 1854 Matthew Campbell

14 Key Dates 1867: Sarah Morrison 1891: Alumni Trustees 1895: Marcellus Neal

15 Key Dates 1914 Ralph Sollitt 1919 Frances Marshall

16 1953-DASA established Key Dates

17 Who are these people?

18 Key Dates 1969: IUAA Board of Managers established and formed IUAA, Inc, a 501c (3)

19 Key Offspring 19

20 Where We Are

21 Total Volunteers

22 IU AND IUAA GOVERNANCE

23 Trustee Election Annual election: Dean of University Libraries on the Bloomington campus, with assistance from the IU Alumni Association. June 1-30 of each year

24 Who can vote in the IU Trustee Election?

25 Trustee Election Neutrality Policy IUAA employees and recognized alumni groups when acting officially on behalf of the IU Alumni Association must maintain neutrality among the candidates in all of their communications.

26 Governance and Leadership Board of Managers 14-person governing board of alumni volunteers nominated and elected by dues-paying members. Executive Council 72-person advisory board of alumni volunteers nominated and elected by dues-paying members. CEO Chief Executive Officer of the organization reporting to the IU President (strategic direction and counsel to President) and President of the Indiana University Foundation (operational matters). Executive Resource Team Ten-person management committee of senior executive staff appointed by CEO. Past Chairs Council 30+ past chairpersons of the Board of Managers that advise and provide guidance to the chairperson and CEO.

27 Name at Least 5 Members of the Board of Managers

28 Board of Managers Barbara Popp, Chairwoman Nate Feltman, Chairman-Elect Robert Johnson, Vice Chairman Thao Nelson, Secretary Deanna Crispen, Treasurer 6 At-Large Board Members Immediate Past Chairman Student Representative CEO J T. Forbes

29 The Executive Council Make recommendations to the IUAA s Board of Managers on various IUAA initiatives and policies: the establishment of new programs; review of existing programs and activities; and the amendment of the articles of incorporation or bylaws. Advises the Board of Managers on its general management of the affairs of the association.

30 Executive Council Makeup Affiliate Group Reps Ex Officio School Reps* Campus Reps Student Reps At-Large Elected 30

31 IUAA Election I U A A R e g i o n a l C o m m u n i t i e s Tr a i n i n g

32 IUAA Election Board of Managers Brieanna Quinn, chair-elect Robert Johnson, vice chair Larry Lentych, secretary Deanna Crispen, treasurer Barbara Popp, past chair Lori Pearson, at-large Vi Simpson, at-large Executive Council At-Large Jerry Bobilya, North Carolina Carmen Danhauser, Logansport Jason Dudich, Indianapolis Sharmaine Ellison, Kokomo Anne-Marie Farrow, South Carolina Phil Mark, South Bend Mary Beth Ryan, Plymouth Ozair Shariff, Louisville Ana van de Velde, Michigan Martin Vargas, Tennessee Election ballot appears in the Spring 2016 issue of the IU Alumni Magazine

33 Who can vote in the IUAA election?

34 FY Income $9,185,241

35 FY Expenses $9,185,241

36 MEMBERSHIP

37 Dollar$ and ents ANNUAL MEMBERSHIPS Single Joint $25 1 Year, Recent Grads* $35 1 Year, Recent Grads* $50 1 Year $75 1 Year $90 2 Year $135 2 Year $125 3 Year $185 3 Year LIFE MEMBERSHIPS Single Joint $500 Recent Grads* $650 Recent Grads* $750 Standard $950 Standard $375 Senior (age 60 and up) *Those who earned their first IU degree within the last five years $475 Senior (age 60 and up)

38 Who Can Be An IUAA Member?

39 Who Can Be An IUAA Member? Graduates Alumni Ex Students Students Friends Folks Who ve Never Been to the State of Indiana Purdue Graduates

40 ALUMNI ENGAGEMENT

41 Domains of Engagement Functional Excellence Committees 2011 Career and Professional Development 1. Advocacy and University Citizenship 2. Career Development 3. Diversity and Multiculturalism Spirit, Pride, and Tradition 4. International Outreach 5. Personal Enrichment Personal Enrichment 6. Philanthropy 7. Spirit, Pride, and Tradition 8. Student Recruitment 9. Student & Recent Graduate Enrichment

42 Engagement Teams ALUMNI PROGRAMS Work with Volunteer Committees, Communities Staff, and IU partners Build robust, remarkable experiences ALUMNI COMMUNITIES Work with Volunteer Committees, Programs Staff, Affiliate Groups, Chapters, and Constituent Societies Identify, recruit, and develop alumni to serve in key volunteer and leadership roles

43 Alumni Communities Defined Chapters Geographically-based groups domestically and internationally 48 I Communities & U Communities 38 Ambassador Markets 47 International Chapters Constituent Societies 28 school alumni organizations; 7 for campus alumni organizations; 2 Purdue alumni organizations (supported out of IUPUI s Advancement Office) Affiliate Groups interest and identitybased groups 19 at IUB, 1 at IUPUI

44 Name one example of each of these communities.

45 Career & Professional Development Coaching Master Job Search Tactics Tip Sheets IUVisors Online Job Board Events o Career Navigator Webinar Series o Life After IU o On Location Around the Country

46 What s J T. Forbes first name?

47 IUAA & IUF RELATIONSHIP

48 IUAA and IUF: working together IUAA: Creates meaningful experiences for alumni worldwide to support one another and IU throughout their lives 1. Interactive Media and Market Research 2.Finance and Business Operations 3.Advance Data and IT 4.Membership and Annual Giving 5.Strategic Engagement 6.Chicago Advancement IUF: Maximizes private support for Indiana University by fostering lifelong relationships with key stakeholders & providing advancement leadership & fundraising services for campuses and units across the university.

49 A Powerful Network 640,000 Living Graduates Third in Country 49

50 What two universities are 1st and 2nd?

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