Attachment 5B. CAMPAIGN UPDATE: February bigfutures the campaign for Eastern REPORT BY UNIVERSITY ADVANCEMENT SERVICES

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1 CAMPAIGN UPDATE: February 2012 the campaign for Eastern REPORT BY UNIVERSITY ADVANCEMENT SERVICES

2 CAMPAIGN & FUNDRAISING UPDATE - February 2012 TABLE OF CONTENTS Campaign Update: Overall Progress Progress Towards Goal Recent Gifts and Impact Planned Giving By Giving Level Donor Pyramid 6 Pillar Summary Campaign reporting is per the policy developed by the EWU Foundation, based on the Council for Advancement and Support of Education (CASE) campaign counting standards the campaign for Eastern

3 CAMPAIGN UPDATE - February 2012 DATA POINTS Campaign Fundraising Progress: July 01, February 29, 2012 $9,322,038 in support toward our campaign 10.0M 8.0M EWU received $9,322,038 in private voluntary support 6.0M 4.0M Planned Gifts Pledge Balance Gifts, Payments 2, K 1, K 5, K $5,714,335 in gifts, $1,146,469 in pledges, $2,461,234 in planned gifts 2.0M Total 9, K 0.0M Jul-09 Oct-09 Jan-10 Apr-10 Jul-10 Oct-10 Jan-11 Chart dollar totals in millions Apr-11 Jul-11 Oct-11 Jan-12 Chart dollar totals in millions Fiscal Years: Current vs Prior Fundraising Totals as of February 29, M 3.0M 2.5M 2.0M 1.5M 1.0M 0.5M 0.0M Current Year Last Year to Date Last Year Planned Gifts 1,164K Pledge Balance 487K Gifts, Payments 1,363K 3,013K 415K 69K 1,281K 1,766K 793K 195K 2,322K 3,310K Note: these amounts are rounded to the nearest thousand. the campaign for Eastern 1

4 CAMPAIGN UPDATE - February 2012 Campaign Progress Towards Goal: July 01, February 29, ,000,000 15,000,000 Year 1 Year 2 Year 3 Year 4 Year 5 12,000,000 9,000,000 6,000,000 3,000,000 0 FY 10 FY 11 FY 12 FY 13 FY 14 Goal 3,000,000 6,000,000 9,000,000 12,000,000 15,000,000 Actual 3,267,573 6,391,626 9,322,038 the campaign for Eastern 2

5 CAMPAIGN & FUNDRAISING UPDATE - February 2012 Selected gifts representing private support for one of Eastern Washington University 's key fundraising priorities - Student Success, Community Engagement, Research and Creative Activity, Facilities, Endowed Scholarships Dr Allan Scholz - $100,000 bequest to the Milo G. Thatcher Fund Dr. Scholz is a biology professor at EWU. He teaches courses in Ichthyology and General Biology, however his true passion is natural wildlife resources and fisheries biology. He is also the departmental advisor for aquatics and environmental biology. In 2009 Dr. Scholz co-authored the Field Guide to the Fishes of Eastern Washington with Holly McLellan, research associate in the EWU Fisheries Department. Covering 39 native species, 43 introduced fishes, and eight rare fishes, the 310-page book provides complete reference for readers about fish species in eastern Washington waters. Dr. Scholz s bequest of $100,000 is to establish a fellowship in honor of Milo G Thatcher who was among the first students to graduate from the fisheries biology program. He went on to a successful career working for the Spokane Tribe as a fisheries biologist. Milo passed away in 1993 of unknown causes. The Milo G. Thatcher fellowship is for a student, preferably from the surrounding eastern Washington and Idaho Native American tribes, with an interest in Natural Resource Management, primarily Fisheries and Wildlife. The scholarship is intended to encourage pursuit of a professional career in the field. James and Stacey Weddle - $25,000 gift to Cyprus Archeological Research James (managing partner, Edward Jones in St. Louis, Missouri) and Stacey Weddle learned of Eastern s Archeological Research through their friends, Dan and Margaret Carper. Their son, Dusty Weddle, has joined the team for two consecutive digs (2010 and 2011), and will again in He has become an integral member of the team, accomplishing important survey work of the various dig sites. He is currently enrolled in Masters studies, and working at the Missouri History museum. This gift is the third gift of $25,000 received from the Weddles. Dr. Bonny Georgia Bazemore utilizes the funds for student travel, student housing and food, vehicle rental for field trips and excavation supplies. Welsh Family Foundation - $25,000 to the Garco Construction, Inc Endowment Tim and Jackie Welsh (BA '68) are part owners of Garco Construction which specializes in institutional and government work on sites across the country. The company contracts for industrial and commercial work, and excels at building and renovating schools as well as building military fueling facilities. This gift adds to the endowment established in August It demonstrates the Welsh s commitment to the support and success of its recipients with the hope they will in turn strengthen their communities. The Garco Construction Scholarship Endowment will provide financial support to students in the College of Business and Public Administration who demonstrate commendable academic achievement, community service, leadership and management experience. the campaign for Eastern 3

6 CAMPAIGN UPDATE - February 2012 Campaign Planned Gifts: July 01, February 29, 2012 Pledge Balances $1,146,469 Impact in Future of Planned Gifts $2,238,948 Gifts, Payments $5,714,335 By donor age Donors Value Under 50 2 $27, $346, and over 20 $2,087, $2,461,234 By vehicle Donors Funded Impact in Future Value Bequest Annuity, Trust - EWU Annuity, Trust - Outside Other 25 $1,411,232 $1,411,232 3 $420,000 $420,000 $197,714 2 $600,001 $600,001 2 $30,001 $30, $2,461,234 $420,000 $2,238,948 Campaign Planned Gifts Gifts, Payments Pledge Balances Fundraising Impact $2,461,234 $2,238,948 $5,714,335 $5,714,335 $1,146,469 $1,146,469 Total $9,322,038 $9,099,751 the campaign for Eastern 4

7 CAMPAIGN IMPACT - February 2012 Impact by Giving Level: July 01, February 29, 2012 Dollars Raised Giving Level * Alumni Non Alumni Corporations Foundations Other Orgs Total $500,000 + $1,153,751 $0 $0 $0 $0 $1,153,751 $100,000 - $499,999 $977,094 $711,687 $889,762 $454,605 $139,000 $3,172,148 $25,000 - $99,999 $630,507 $427,446 $280,395 $244,142 $0 $1,582,490 $10,000 - $24,999 $278,898 $226,927 $190,992 $105,850 $13,000 $815,667 $5,000 - $9,999 $148,645 $87,732 $139,146 $79,155 $18,100 $472,777 $2,000 - $4,999 $212,718 $185,169 $108,276 $25,808 $12,439 $544,411 $1,000 - $1,999 $152,580 $98,111 $74,555 $10,030 $7,579 $342,855 $$500 - $999 $138,816 $79,486 $31,413 $5,755 $1,850 $257,321 $250 - $499 $149,632 $67,953 $15,541 $895 $2,330 $236,351 $100 - $249 $208,116 $111,278 $15,296 $2,180 $2,200 $339,070 $1 - $99 $106,440 $70,826 $4,423 $529 $691 $182,910 Total $4,157,197 $2,066,615 $1,749,799 $928,949 $197,189 $9,099,751 Donor Counts Giving Level * Alumni Non Alumni Corporations Foundations Other Orgs Total $500, $100,000 - $499, $25,000 - $99, $10,000 - $24, $5,000 - $9, $2,000 - $4, $1,000 - $1, $$500 - $ $250 - $ $100 - $249 1, ,418 $1 - $99 2,713 1, ,735 Total 5,107 3, ,908 This report shows the count of distinct donors and campaign total by giving level and donor type. * Giving Level sums gifts, payments, pledge balances, and planned gifts for each constituent group. the campaign for Eastern 5

8 CAMPAIGN IMPACT - February 2012 Donor Pyramid: July 01, February 29, 2012 $500,000 + (20) 2 $1,153,751 $100,000 - $499,999 (200) 18 $3,172,148 $25,000 - $99,999 (250) 40 $1,582,490 $10,000 - $24,999 (300) 58 $815,667 $5,000 - $9,999 (200) 71 $472,777 $2,000 - $4,999 (550) 185 $544,411 $1 - $1,999 (30,500) 8,534 $1,358,507 8,908 Donor Count to Date (Goal) Campaign Impact $9,099,751 In process of finalizing goals the campaign for Eastern 6

9 CAMPAIGN IMPACT - February 2012 Campaign Pillar Summary: July 01, February 29, 2012 Current Use Endowment Future Total Goal % of Goal Student Success $3,209,899 $956,740 $1,965,580 $6,132,219 $8,000,000 77% Community Engagement $287,783 $9,864 - $297,647 $2,000,000 15% Research & Creative Activity $768,869 $224,258 $30,000 $1,023,127 $2,000,000 51% Facilities $1,131, $1,131,564 $2,000,000 57% Other $271,828 - $243,368 $515,195 $1,000,000 52% $5,669,942 $1,190,862 $2,238,948 $9,099,751 $15,000,000 61% the campaign for Eastern 7

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