Alumni-in-Training: A Public Roadmap for Success

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Alumni-in-Training: A Public Roadmap for Success Received (in revised form): March 16, 2005

Richard K. Pumerantz For two decades, Dr. Richard Pumerantz has served the nonprofit sector in positions including: VP for advancement at a private university, director of development at California State University, charitable estate planner, and endowment manager. His Ph.D. is in Higher Education from Claremont Graduate University, where he also earned an MBA with a public policy emphasis. He has published in the area of costs of IT in higher education, and he frequently volunteers and consults to nonprofit organizations and financial advisory companies.

Abstract California State University (CSU) system campuses, with few exceptions, have achieved lower alumni participation rates than peer institutions. This study determined the status of alumni giving at public comprehensive institutions, examined relevant indicators of performance from alumni fundraising, and examined institutional factors associated with achieving greater alumni giving at public comprehensive institutions. Public institutions seek external support for an ever-growing share of their total budgets. Public comprehensive colleges and universities are moving to increase their involvement and effectiveness in fund-raising activities. Driving this move is a decreasing reliance on state revenue flows and a desire to lessen the perceived quality gap of students, faculty, and capital resources that favors private and more ‘‘elite’’

Author’s Contact Address: Richard K. Pumerantz 9717 Cinch Ring Lane Alta Loma, CA 91737, USA Phone: +1 909 608 0299 Email: [email protected]

public institutions. Of the major potential sources of support, the natural affinity group of alumni has not always been ready, willing, and able to answer the call of their public alma mater. Interviews were conducted with 36 of the 40 key individuals at the top four CSU and top four peer institutions. Evident is the rather insignificant role the alumni played in achieving fundraising success at the CSU campuses. The interviews shed light on specific key factors that contributed to greater success with alumni and support the philosophy of Alumni-in-Training. Keywords: alumni, public higher education, fundraising

Introduction Fundraising has become as ubiquitous in public higher education as it has always been in the nonprofit sector in general and in private higher education. Without exception, public institutions of higher education are now and will, most assuredly, continue to be required to seek external support for an ever-growing share of their total budgets. This situation has grown rather steadily as a result of burgeoning student populations and

INTERNATIONAL JOURNAL OF EDUCATIONAL ADVANCEMENT. VOL.5 NO.4 289–300 ª HENRY STEWART PUBLICATIONS 2005. ISSN 1744-6511.

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cyclical fiscal crises that have found their way into the various state capitols. While some major public Research I institutions have been successfully engaged in fundraising with alumni, the record