UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016

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1 UNIVERSITY OF ILLINOIS FOUNDATION UNIVERSITY OF ILLINOIS BOARD OF TRUSTEES MEETING JULY 21, 2016 July 21, 2016

2 UI FOUNDATION & UNIVERSITY OF ILLINOIS - DEVELOPMENT PROGRAM BOARD OF TRUSTEES BRIEFING Program Notes Private Support (July 1, 2015 June 30, 2016) Summary Comments

3 PROGRAM NOTES Campaign Planning: The primary focus for the University of Illinois Foundation and University of Illinois Development Program in was to position and prepare the universities and the System for the next comprehensive campaign. The academic leadership teams are working with development professionals establishing fundraising priorities, drafting cases for support, assessing donor capacity, soliciting lead gifts, and recruiting volunteer leadership. A public campaign will enhance giving, garner support for strategic priorities and strengthen and amplify the brands and reputations of the universities and the System. The new UI System Strategic Framework and the university strategic plans will guide planning and shape the final campaign plans. Engagement: Outreach efforts promoting the University, its programs and people were held around the world in Dedicated alumni embraced University leaders and expressed their pride and passion for the University of Illinois. Board Business: Membership recruitment, Board governance and advancing the universities and the System remain at the top of the Board agenda. Managing tighter budgets and the uncertainty of future funding are also primary Board and staff issues. 3

4 PRIVATE SUPPORT Once again, more than 100,000 alumni and friends made the University of Illinois a philanthropic priority in FY Caring donors provided large and small gifts in support of important university priorities. A fiscal year Annual Report is being developed and will be shared with the Board of Trustees this fall. The following charts represent preliminary year-end giving results. Final counts will be presented in the Annual Report and shared at the October 2016 Foundation Annual Meeting. While donors and dollars trailed the previous year in most categories tracked, it is important to note that new business and cash were essentially down due to roughly gift transactions or relationships. The decrease in donors was largely Annual Fund donors. Fewer Annual Fund solicitations occurred due to the timing of the data system conversion. The system is functioning fully and more prospects and donors will be contacted in FY A strong pipeline of current and prospective donors, stable leadership and no shortage of areas of strength and opportunity across the System, are all positive indicators for increased giving in the new fiscal year. 4

5 PRIVATE SUPPORT - DOLLARS NEW BUSINESS CASH $300,000,000 $250,000,000 $283,286,904 $279,452,221 $227,925,628 $210,911,981 $300,000,000 $250,000,000 $252,578,447 $220,892,347 $200,000,000 $200,000,000 $181,677,563 $162,670,655 $150,000,000 $150,000,000 $100,000,000 $50,000,000 $62,725,996 $43,070,319 $5,221,690 $4,043,298 $100,000,000 $50,000,000 $63,392,448 $52,327,066 $3,975,109 $2,827,117 $0 $0 ** Data as of 6/30/16 NOTE: New Business counts new or current year dollars (cash and commitments). Cash is counting all cash transactions during the year, including pledge payments made against prior year commitments. 5

6 PRIVATE SUPPORT - DONORS NEW BUSINESS CASH 120, , , , ,000 80, ,090 85,453 77, ,000 80, ,677 85,974 77,678 60,000 60,000 40,000 20,000 18,172 16,211 7,459 6,957 40,000 20,000 18,392 16,407 7,472 6, ** Data as of 6/30/16 NOTE: New Business counts new or current year Donors (cash and commitments). Cash is counting all donors who made cash payment during the year, including pledge payments made against prior year commitments. 6

7 PRIVATE SUPPORT - GIFT TRANSACTIONS NEW BUSINESS CASH 160, , , , , , , , , , , , , , , ,187 80,000 80,000 60,000 60,000 40,000 19,474 17,699 16,337 15,895 40,000 20,523 18,555 16,452 16,019 20,000 20, ** Data as of 6/30/16 NOTE: New Business counts new or current year transactions (cash and commitments). Cash is counting all cash transactions during the year, including pledge payments made against prior year commitments. 7

8 SUMMARY COMMENTS The past fiscal year offered more than a few challenges for the University and the Foundation. Managing and leading through all manner of what seemed to be predictably unpredictable issues, required the University System and its leaders to be nimble, to do more with less, and to make difficult, but necessary decisions. Fortunately, the University of Illinois rests on a foundation of 150 years of excellence, ingenuity and grit. It was indeed a difficult year, yet faculty, staff and our donor community stepped up in meaningful ways. A new Strategic Framework for the System was developed, seven and eight-figure gifts were announced, visionary faculty won competitive grants, and thousands of alumni, and friends donated their time, talent and financial support to express their continued belief in the importance of the University of Illinois. The upcoming Sesquicentennial and comprehensive campaigns will showcase more opportunities for donors to celebrate the impact of the U of I on the State of Illinois and the world. Now is the time to embrace our roots and build on a past that has positioned us well for an even greater future. 8

9 THANK YOU FOR YOUR SERVICE AND SUPPORT! 1305 WEST GREEN STREET HARKER HALL MC 386 URBANA, IL