Advancement - INCAE

Advancement Update & Next Steps

Illuminate – 2007 – To Date

$18 Million $16.3 – Región

$1.7 -‐ US

Stage 2 2010 -‐ 2012

$8.4 Millones

Stage 3 2013 -‐ To Date $5.5 Millones

Stage 1 Q4 2007 -‐ 2009 $4.1 Millones

Region US

7.4 M

1 M

4.8 M

0.7 M

4.1 M

Strategy overview

Posi:on

Cul:vate

Fundraise

2017 2020 2014

15.3 M

1.6 M

25 M

5 M

35 M

15 M

50 M 30 M 16.9 M

Illuminate - New Milestones

USA Advancement

1. Posi:on the Brand – Cul:vate More US Insiders •  Best choice to educate in La:n America

•  Exec Ed, special programs, MBA, EMBA •  Become the “Go To” Ins:tu:on for companies, individuals and

founda:ons in the U.S. with an interest in La:n America who need “state of the art” informa:on, experts and research.

2. Fundraise •  Focus on Insiders and Referrals who know INCAE’s value •  Build our Annual Campaign Base/Graduates in USA

Region Advancement

1. Cul:vate More Region Insiders •  Alumni •  Individuals/Founders •  Corpora:ons

2. Fundraise

•  Focus on Insiders and Referrals who know INCAE’s value and impact •  Grow the Annual Campaign Base/Alumni “Low hanging fruit”

Costa Rica 6.7M

Nicaragua 3.6M Panama

2.2 M

USA 1.6M

El Salvador 1.9M

Guatemala 1M

Hon 0.7M

Others 0.15M

Ecuador 0.06M

Sources & Uses

3M (17%)

0.7 M (4%)

7.4.M (41%)

1.2M (7%)

2.9 M (16%)

2.7M (15%)

0% 5% 10% 15% 20% 25% 30% 35% 40% 45%

Annual Fund

Endowment Free Use

Infrastructure

Impact Centers

Faculty Development

Scholarships

Alu

mni

Giv

ing

25%

↵ Costa Rica $1.86 M

Nicaragua $0.72 M

Panama $0.71 M

USA $0.02 M

El Salvador $0.64 M

Gua $0.40

HON $0.16 M

Ecuador $0.09 M

Otros $0.06 M

•  2272 graduates have made a gift in the past 8 years.

•  More than 100 graduates have made gifts of US$ 5000 and above…

•  More than 20 have made gifts of US$50,000 and above…

Alumni Giving

PARED VIRTUAL DE INCAISTAS DONANTES

Costa Rica 24%

Nicaragua 18%

Panama 12%

USA 2%

El Salvador 11%

Guatemala 10%

Honduras 5%

Ecuador 8%

Otros 11%

Alu

mni

Giv

ing

in N

umbe

rs

51

211

490

148

387

464 417

63 89

298

785

573

653

788

885

624

0

100

200

300

400

500

600

700

800

900

1000

2008 2009 2010 2011 2012 2013 2014 2015

New Donors Ac:ve Donors

Overview Active Alumni Donors

Corpora:

ons /

Fou

nda:

ons /

Organ

iza:

ons

Posi:on/Cul:vate Fundraise

Region USA Region USA

Working with Insiders, and ExEd

Working with ExEd & CLACDS

Visits Leeers Events

Insiders, Referrals, Mee:ngs

CABCORP SIMAN Purdymotor Grupo Q Copa Coca Cola – FEMSA LAFISE HSBC Millicom

U.S. Chamber WTC FIBA Council of Americas Oracle Banco Mercan:l Pricesmart

Café Brie Grupo M Grupo Terra

SIF Miami Founda:on Leir Founda:on Gildan Haimoff Founda:on J Roe Founda:on BAC Florida Bank

Strategy in action

Individu

als


Region USA Region USA

Founders Insiders Referrals




Javier y Amedeo Quiros Schucry Kaffie Yany Rosenthal Freddy Nasser Ramiro Or:z Roberto Zamora

Francis Rooney Steve Campbell

Fito Paiz Juan U. Maegli Rodolfo Jiménez Alberto Vallarino Tomás Dueñas Luis Javier Castro René Morales Juan Luis Bosch

Michael Williams Ron Terwillinger

Strategy in action

Alum

ni

A New

Strategy (Gen

era:

on BB, X, Y)


Gastón Monge Guillermo Alonso Among many others

Gilberto Perezalonso Beltrán Machi Reac:va:ng 1800 graduates/past donors

Stra:fica:on: •  Na:onality •  Classes •  Industries •  Companies •  Interests

Thema:c Campaigns Network for Good Amazon Smile Annual Campaign Class Leader Campaigns

Communica:ons Materials Events Netwoking

Visits one o one Events

Strategy in action

Master Plan Campus Renovations

Walter Kissling Gam Campus

Total Campus Investment : $21.5 millions

Ø  2015 -‐ 2016 •  Execu:ve Residence Building (under construc:on) : $3.5 millions

WKG Campus

Ø  2016-‐2017 •  Execu:ve Center (classrooms, study rooms, flat room) : $3 million •  Recrea:on Center (gym, swimming pool, soccer field) : $1 million

WKG Campus

Ø  2017-‐2021 •  Accessibility (new entrance road, pedestrian connectors) : $2 million •  MBA Housing renova:on – Pilot project $1 million, renova:on of the

remaining housing facili:es $11 millions.

MBA Housing – Current View

WKG Campus

Total Campus Investment: $6 millions

Francisco de Sola Campus

Ø  2014 •  EMBA Housing (83 rooms-‐ completed) : $2.5 millions

FdS Campus

Ø  2015 •  Gloria de Kriete Founda:on Recrea:on Center (under construc:on):

$0.5 million

FdS Campus

Ø  2016 •  Student Center – Forum (classroom, study rooms) : $1.5 millions

FdS Campus

Ø  2017-‐2019 •  MBA Housing Renova:on: $1.5 millions

MBA Housing – Current View

FdS Campus

Carlos Pellas Stanley & Pancho Motta Alberto Chamorro Cargill Centroamérica Alberto Vallarino Francis Durman Esquivel Banco Industrial José Ignacio González Hermanos Gómez César BDF Familia Manzanares Ficohsa Familia Gurdián Cervecería de Nicaragua BAC Florida

Campus FdS – Nicaragua

Project completed – 3 Naming Opportunities still – 2 houses of US$ 120 mil and 1 house of US$ 150 mil.

Roberto Kriete / Fundación Gloria de Kriete

Recreational Center

3 Million pending

Executive Residences – Carlos Pellas

Pending – MBA residences & Executive Center

Region - Infrastructure

Stanley Motta Harry Strachan Ricardo Poma Fernando Paiz Ricardo Sagrera Julio Herrera Rodrigo Uribe Jorge Valarino Francis Durman Roberto, Anamae, Antonia Motta Café Britt – Steve Aronson Tomás Dueñas Luis Javier Castro Juan Luis Bosch Bobby Murray Ramiro Ortiz René Morales Carazo Roberto García Botrán

Executive Residences – Stanley Motta

US$ 3 Million raised - 0.5 Millones pending

Ernesto Castegnaro Florida Ice & Farm

Executive Academic Building

US$ 1 milion raised. 1 million pending.

Campus WKG – Costa Rica

Pending – Recreational Center & MBA Housing renovation 7 milion pending

Region - Infrastructure

www.incae.edu

COSTA RICA Campus Walter Kissling Gam 2 km Oeste de Vivero Procesa Nro 1 La Garita, Alajuela Tel: +506 2437-2200

NICARAGUA Campus Francisco de Sola km 15 1/2 carretera Sur Montefresco, Managua Tel: +505 2248-9700

Advancement - INCAE

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