Bill Rawson '71, Trustee, and Ted Probert, Director of Institutional Advancement, gave this presentation to alumni and parent volunteers at the 2012 Exeter Leadership Weekend. View it to learn more about how to advance the Academy's mission and strategic goals in your role as an Exeter volunteer.

1. Exeter Leadership Weekend
September 28-29, 2012
Phillips Exeter Academy

2. Advancement Mission
Advance the aims and ideals of Phillips
Exeter Academy by securing financial
resources, empowering volunteers, and
fostering lifelong connections between the
Academy and its alumni and parents.
September 2011
Phillips Exeter Academy

3. Importance of Philanthropy
• 62% of operating revenue comes through
endowment and annual support
• Tuition: – school year ends – 12/22/12
• Alumni & Parents define educational
experience for students & faculty –direct
impact!
Phillips Exeter Academy

4. Phillips Exeter Academy

5. Annual Giving
• Model program for many years!
• Increase from $5.3M (’04) - $7.8M (’09)
• 24 consecutive years - 50%+ participation
• Strong reunion and non-reunion support
• Consistent message to our alumni
– AG supports 9% of operating budget
– Participation is key
– Unrestricted support -> margin of excellence
Phillips Exeter Academy

6. 2009 – 2012
• Annual Fund results plateaued - $7.6M
• Participation: 47% average - last 3 years
• Parent participation: 51% - last year
• Need to change focus and approach
Phillips Exeter Academy

7. The Exeter Fund
• Reintroduce the Purpose – EXETER
• Exemplifies the Academy’s First Priority
• Promotes recurring gifts
• Importance of unrestricted support
• Trend in industry - increased results
• PEA re-set the standard!
Phillips Exeter Academy

8. Phillips Exeter Academy

9. Institutional Priorities
• The Exeter Fund
• Global Initiatives
• Music, Theater and Dance
• Health and Wellness
• Fitness Center
• Synthetic Turf Field
Phillips Exeter Academy

10. THE FUTURE
Our Role:
• Engage volunteers – inform, inspire, support
• Be attentive in good and bad times
• Keep loyal constituents close to PEA
• Maintain Exeter's visibility in local regions
• Discover, Identify and Cultivate new donors
• Strengthen relationships with the Academy
Phillips Exeter Academy

11. THE FUTURE
Your role as an Ambassador:
• Speak to the excellence of PEA today
• Know the mission and values of the Academy
• Understand the needs and challenges
• Engage in Discovery inquiries:
–Attitude toward the Academy?
–Satisfaction with current engagement at Exeter?
–Extent to which he/she feels valued as a donor?
–Position of PEA in their philanthropic priorities?
Phillips Exeter Academy

12. Every single point of contact is
an opportunity to advance a
relationship
Phillips Exeter Academy

13. Questions?
Phillips Exeter Academy