Development Update. FY 09 Year to Date results Proposals pending Other fund raising updates

Transcription

1 Development Update FY 09 Year to Date results Proposals pending Other fund raising updates 1

2 UNC Annual Cash Flow Gifts received vs. Cost of Fund raising Fiscal Years Carolina First Millions Bicentennial Campaign $50.87 = Gifts received = State Match payments received = Expenses 2

3 Top 30 Institutions: Total Private Support Impact of Carolina First Campaign Stanford Harvard USC Harvard Harvard Stanford Stanford Stanford 2 Harvard Stanford Harvard Stanford Stanford Wisconsin Harvard Harvard 3 Yale Columbia Stanford Pennsylvania Cornell Harvard Yale USC 4 Johns Hopkins Johns Hopkins Cornell Arkansas Pennsylvania Pennsylvania Pennsylvania Johns Hopkins 5 Cornell Yale Johns Hopkins Cornell USC Cornell Cornell Columbia 6 Columbia Cornell Penn State Johns Hopkins Johns Hopkins Columbia USC Cornell 7 Duke Emory Wisconsin UCLA Columbia USC Johns Hopkins Pennsylvania 8 Pennsylvania Indiana Columbia U Washington MIT Johns Hopkins Columbia Yale 9 Wisconsin Wisconsin UCLA Texas Yale Indiana Duke Duke 10 UCLA Penn State Duke Duke UCLA UCSF Wisconsin UCLA 11 NYU USC NYU USC Wisconsin Yale UCLA MIT 12 MIT USCF UVa Wisconsin Duke UCLA U Washington Chicago 13 Michigan Duke Yale Columbia Texas Duke NYU Wisconsin 14 USC UCLA Minnesota Indiana Indiana Minnesota Minnesota U Washington 15 U Washington U Washington U Washington Minnesota Minnesota U Washington Northwestern Michigan 16 UCSF Minnesota UC-Berkeley Princeton NYU Michigan Michigan Minnesota 17 Northwestern Michigan MIT UCSF UCSF NYU Indiana NYU 18 Indiana UC-Berkeley Illinois UVa Michigan MIT UC-Berkeley UVa 19 Texas Medical Ohio State UCSF Yale Ohio State Ohio State Chicago Indiana 20 UVa MIT Vanderbilt NYU U Washington UC-Berkeley UNC UCSF 21 Minnesota UVa Michigan St. Ohio State UNC Purdue MIT UNC 22 Chicago Case Western Indiana MIT UC-Berkeley Chicago UVa UC-Berkeley 23 Ohio State Texas Chicago UC-Berkeley Notre Dame UNC Ohio State Princeton 24 Penn State Princeton Northwestern Arizona Illinois UVa Princeton Texas 25 UC-Berkeley NYU Penn State Michigan UVa Princeton Tufts Ohio State 26 Princeton Northwestern UNC Northwestern Purdue Brown UCSF Purdue 27 UNC Penn State Princeton Florida Chicago Cal Tech UC-San Diego Notre Dame 28 Illinois Chicago Michigan Penn State Penn State Northwestern Illinois Northwestern 29 Florida Michigan St. Purdue UNC NCSU Illinois Notre Dame Illinois 30 Notre Dame UNC Texas Illinois Northwestern Texas Texas Cal Tech Publics: 13th 15th 12th 16th 10th 11th 8th 9th $300M+ $200M- $300M <$200M 3

4 UNC Stanford CASE Wealth Engine Award Educational Fundraising Overall Performance Number of Awards Won ( ) Virginia Michigan Harvard Ohio State Wisconsin Princeton Duke Pennsylvania U. Washington Notre Dame Penn State Awards ( ) 5 5

5 Top 20 Institutions: Total Raised 2007 Rank College or University Amount raised 1. Stanford University (Stanford, Calif.) $832,344, Harvard University (Cambridge, Mass.) 613,985, University of Southern California (Los Angeles, Calif.) 469,646, Johns Hopkins University (Baltimore, Md.) 430,455, Columbia University (New York, N.Y.) 423,849, Cornell University (Ithaca, N.Y.) 406,925, University of Pennsylvania (Philadelphia, Pa.) 392,420, Yale University (New Haven, Conn.) 391,315, Duke University (Durham, N.C.) 372,328, University of California, Los Angeles (Los Angeles, Calif.) 364,779, Massachusetts Institute of Technology (Cambridge, Mass.) 329,158, University of Chicago (Chicago, Ill.) 328,328, University of Wisconsin-Madison (Madison, Wis.) 325,336, University of Washington (Seattle, Wash.) 300,199, University of Michigan (Ann Arbor, Mich.) 293,403, University of Minnesota (Minneapolis, Minn.) 288,750, New York University (New York, N.Y.) 287,587, University of Virginia (Charlottesville, Va.) 282,610, Indiana University (Bloomington, Ind.) 278,553, University of California, San Francisco (San Francisco, Calif.) 251,945, University of North Carolina at Chapel Hill (Chapel Hill, N.C.) 251,842,000

6 Unit Total Committed Gifts Academic Affairs Current Gifts Private Grants Public Matchi ng Outstandin Grants Total Current g Pledges Future Gifts Deferred Gifts Bequests and Revocable Trusts Total Future School of Government 117, , , Morehead Planetarium & Science Center 61,641 11,371 48, ,141 1, ,500 College of Arts and Sciences 9,403,302 2,933,462 1,904, ,837,702 3,111, ,453,686 4,565,600 Kenan-Flagler Business School 4,984,458 1,395,327 6, ,401,678 2,306,990 5,046 1,270,744 3,582,780 School of Education 37,617 31, ,995 5, ,622 Graduate School 13,300 11, ,590 1, ,710 School of Journalism and Mass Communication 1,048, ,726 18, ,206 3, , ,657 Fiscal Year 2009 Progress Report As of September 23, 2008 School of Law 608, , , , , ,572 School of Information and Library Science 8,215 6, ,544 1, ,671 School of Social Work 1,124,443 23,625 98, ,578 1, ,000,000 1,001,865 Ackland Art Museum 379, , , , Botanical Garden 37,113 36, ,092 1, ,021 University Library 329, , ,453 8, ,284 Academic Affairs Total 18,154,536 5,738,231 2,676, ,415,025 5,560,035 5,046 4,174,430 9,739,511 Health Affairs School of Dentistry 1,170, , , ,163,907 6, ,512 School of Medicine 17,650,339 1,927,665 13,715, ,642, , ,103,000 2,007,647 Provost- Health Centers 1,309,219 1,089 1,308, ,309, Health Sciences Library 3,605 3, , Institute for the Environment 24,506 24, , School of Nursing 483,826 36, , ,065 76, ,761 Gillings School of Public Health 4,035, ,413 3,675, ,983,373 51, ,992 Eshelman School of Pharmacy 416,821 80, , ,639 5, ,182 Frank Porter Graham Institute 458,458 96, , , Health Affairs Total 25,552,558 3,440,668 19,963, ,404,214 1,045, ,103,000 2,148,344 Other University Wide 5,274,137 3,519, , ,204,480 1,069, ,069,657 Carolina Center for Public Service 60,375 60, , Sonja Haynes Stone Center 4,463 3, , Ctr for Study of the American South 32,610 32, , Center for Global Initatives 490,633 96, , , Morehead-Cain Scholarship Fund 57,042 45, ,833 11, ,209 Carolina Performing Arts 189,862 89, , , ,000 Athletics 3,172,611 1,375, ,375,729 1,057, ,200 1,796,882 Other Total 9,281,733 5,224,310 1,078, ,302,548 2,239, ,200 2,979,185 Grand Total 52,988,827 14,403,209 23,718, ,121,787 8,845,364 5,046 6,016,630 14,867,040

7 Annual Progress 2000 to 2008 Additions per year

8 Education Comes In Second Recipients of Giving, 2007 Foundations 9.1% Environmental and Animals 2.3% International Affairs 4.3% Arts, Culture and Humanities 4.5% Human Services 9.7% Religion 35.5% Public Society Benefit 7.4% Health 7.6% Education 14.1% Unallocated giving 7.7% source: Giving USA, 2008, AAFRC COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

9 Leading Scorers: Individuals Sources of Giving to Higher Education, 2007 Other Organizations 6.5% (UNC 7%) Religious Organizations 1.3% Corporations 16.4% (UNC 11%) Alumni 30% (UNC 36%) Foundations 25.4% (UNC 26%) Nonalumni 20.4% (UNC 20%) source: Council for Aid to Education 2006 COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

10 The Score Keeps Rising COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

11 Leading Scorers: Volunteers Average Donations Among Giving Households COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

12 Leading Scorers: Women COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

13 UNC Projected Annual Cash Flow Fiscal Years Carolina Big $300 raised Millions Bicentennial Campaign Carolina First 13

14 Current Major Campaigns School Stanford Columbia Cornell Johns Hopkins UCLA Yale Virginia Cal Berkeley Goal $4.3 Billion $4.0 Billion $4.0 Billion $3.2 Billion $3.053 Billion $3.0 Billion $3.0 Billion $3.0 Billion 14

15 UNC Campaigns: Then, Now, Tomorrow Gift Table Comparisons Campaign Gift Ranges Bicentennial Campaign $440M Carolina First Campaign $2.3B Carolina Big Campaign $4.0B $250,000, $100,000,000-$249,999, $50,000,000-$99,999, $25,000,000-$49,999, $15,000,000-$24,999, $10,000,000-$14,999, $5,000,000-$9,999, $2,500,000-$4,999, $1,000,000-$2,499, Subtotal - over $1,000, Donors Below $1,000, , ,418 Many Total Dollars Raised $440 Million $2.3 Billion $4 Billion 15

16 School or Unit Projected Goal Number of Commitments Needed Per Month Number of Proposals Needed Per Month Carolina First Campaign VERY PRELIMINARY PROJECTION Proposal Activity Needed to Successfully Complete at $4.0 B Campaign Goals over $100M 30 Medical School $850M-$1.2B $12,500,000 $25,000,000 $610,037, Arts & Sciences $550M-$700M $7,000,000 $14,000,000 $387,117, Business School $280M-$350M $3,500,000 $7,000,000 $202,103, Athletics $275M-$350M $3,500,000 $7,000,000 $245,710, Public Health $175M-$250M $2,500,000 $5,000,000 $164,219,849 Sub- Total $2.13B-$2.85B $1,609,189,085 Goals between $30 and $100M 38 Provost- Health Centers $80M-$100M $1,000,000 $2,000,000 $51,677, Academic Affairs Library $55M-$70M $750,000 $1,500,000 $38,702, Law School $50M-$70M $750,000 $1,500,000 $32,001, Journalism Dental School & Mass $50M-$60M $600,000 $1,200,000 $41,689,705 Communication $50M-$60M $600,000 $1,200,000 $45,485, Pharmacy $40M-$50M $500,000 $1,000,000 $66,741, Ackland $30M-$40M $400,000 $800,000 $13,618,463 Sub- Total $355M-$450M $289,916,753 Goals Less than $30M 23 Graduate School $25M-$30M $300,000 $600,000 $19,186, Education $25M-$30M $300,000 $600,000 $14,025, Nursing $25M-$30M $300,000 $600,000 $15,790, Social Work $25M-$30M $300,000 $600,000 $21,250, Student Affairs $15M-$20M $200,000 $400,000 $11,584,472 School of Government $15M-$20M $200,000 $400,000 $10,632,456 Institute of Environment $15M-$20M $200,000 $400,000 $8,504, Botanical Gardens $12M-$15M $150,000 $300,000 $12,536, Information & Library Science $8M-$10M $100,000 $200,000 $6,150, Morehead Planetarium & Science Center $8M-$10M $100,000 $200,000 $5,835, Health Sciences Library $2M-$3M $30,000 $60,000 $1,031,397 Sub- Total $175M-$350M $126,527,963 Others & University-wide $300M-$350M $358,450,382 Total $3.0-$4.0B $42,000,000 $84,000,000 $2,384,084,183

17 Recruit a Volunteer Leadership Planning Team. Next Mega Campaign Pre Campaign Planning volunteers, spending a year developing the blueprint for the University s next campaign. Consist of individuals whom the University felt would be some of the top leaders of the next campaign, including its likely co chairs. Recommend the timing of the next campaign when its silent phase should commence, when its public launch should occur, and when it should conclude. Propose the next campaign s volunteer structure, including such considerations as the campaign leadership, steering committee, regional committees, and special focus committees. Assist in building the case for support, including incorporating the Chancellor s aspirations for the University into the heart of the campaign and talking with the University s academic and administrative leaders about their top fundraising priorities. Review and update campaign practices, including endowment minimums, naming policies, counting standards, and prospect ratings and management. Recommend the necessary campaign budget for the development operations in university development and in the schools and units across campus.