Promoting Access
and Success at
South African
Universities
Profile Questionnaire
The Kresge Foundation
Troy, Michigan
KRESGE-INYATHELOADVANCEMENT INITIATIVE IN SOUTH AFRICA 2013-2017
PROFILE QUESTIONNAIRE (attachment)
This questionnaire aims to provide a uniform tool for gathering information relevant for the decision-making processes that will lead to choosing the finalists for the second programme of the Kresge-Inyathelo Advancement Initiative in South Africa. It also offers participating institutions a means for evaluating their own ‘AS IS’ status to enable identification of ways to take the institution forward in building institutional Advancement infrastructure and capacity.
THIS FORM IS IN MS WORD – PLACE YOUR CURSOR IN THE BOX AND TYPE – THE BOX WILL EXPAND TO ACCOMMODATE INPUT. / YES / NO
Name of Institution:
How long has the VC served in office?
What is the present term of tenure of the VC?
Does the institution have an overseas entity: / Where?
Does the institution have a Senior Advancement /Fundraising & Development Officer? / Title:
Deputy Vice-Chancellor
At what level is this position graded? / Executive Director
Director
Manager
Does this officer report directly to the VC and attend meetings of the executive?
Name of the Senior Advancement Officer?
Is it the practice for the institutional leadership(VC/, Board, Senior Staff)to: / Make personal financial contributions to the institution?
Engage in voluntary solicitation on behalf of the institution?
Engage in advocacy and open doors for the institution?
If yes, are contributions by the VC council and board members publicised as a means to encourage broader individual giving?
If no, is there a plan to encourage personal giving at this level?
Does the institution have an Institutional Advancement Office / Fundraising & Development Office?
How many staff does the Institutional Advancement Office have? What are their titles?
Does this office have its own operational budget?
Amount of Advancement program Annual Budget
Does the infrastructure include the following functionalities: / Project Planning & liaison?
Proposal development?
Donor prospect research?
Donor cultivation?
Solicitation?
Stewardship?
Financial accounting?
Public Relations?
Alumni Relations?
Communications & Marketing?
Integrated IT support?
Campaign coordination?
Does this office have its own physical infrastructure at the institution to house this functionality?
Physical Address of advancement office if applicable:
How many staff does your advancement program employ (please break down by how many work in each unit)? / Fundraising and Development
Alumni Relations
Communications & Marketing
Public Affairs
Other
TOTAL
Does this office have the following IT capacity: / Donor Prospect database?
Alumni database?
Donor database?
Donor finance receipting database?
Are donor funds/grants receipted in a dedicated account?
What is the total annual amount of donor income over the last five years? Please show Rands raised and number of gifts secured (if known) / 2007 / 2008 / 2009 / 2010 / 2011
Give the breakdown of the above donor income in the following source categories for each year.
Please show Rands raised and number of gifts secured (if known). / Corporate giving
Trust & Foundation giving
National Aid Agency giving
Foreign Aid Agency giving
Alumni giving
Bequests
Institutional leadership giving
Giving by board members
Giving by staff
Other individual giving
TOTAL
Give a breakdown of the institution’s annual targets for fundraising over the last five years per category.
Please show Rands raised and number of gifts secured (if known). / Corporate giving
Trust & Foundation giving
National Aid Agency giving
Foreign Aid Agency giving
Alumni giving
Bequests
Institutional leadership giving
Giving by board members
Giving by staff
Other individual giving
TOTAL
Does the institution have an endowment fund? / What is the market value (in Rands)?
If not / Does the institution intend to run a fundraising campaign in the near future?
If yes / When and for what purpose?
Has the institution run any campaigns in the recent past? If so, tell us when it occurred, how large the goal was, for what purpose, and how much was raised from private sources. / Name:
Summarise any special campaigns and/or priority fundraising projects currently being conducted by the university:
(name projects and amounts being sought)
STATISTICS AND PLANS
Provide the listed demographic data for 2011: / How many students:
(universities) / Black / White / Male / Female / With disabilities
Number of Academic/Professional staff: / Black / White / Male / Female / With disabilities
Number of Administration staff: / Black / White / Male / Female / With disabilities
Number of university’s academic faculties: / List:
Number of Campus sites: / Are any of these as a result of mergers?
Number of Alumni on database:
Does the institution have a strategic plan?
If so, when was it completed?
Does the institution have a fundraising & development plan, or business plan outlining its priority projects, costings and the plan for raising the required finances? If so, when was it completed?
Does the institution have an integrated image-building and relationship-cultivation plan/strategy?
Does the university have a clear and specific process for prioritising fundraising projects that is understood throughout the university?
Does the institution have any fundraising innovations aimed at cultivating individual giving? / Name these:
Does the institution have an annual events calendar aimed at cultivating relationships and promoting support?
Does the institution have media dedicated to raising support amongst potential givers?