Office of the Vice Principal (University Advancement)

1430 Peel Street

Montreal QC H3A 3T3

398-5807 | 398-5206

TO: Board of Governors

FROM: Mr. Marc Weinstein, Vice-Principal (University Advancement)

SUBJECT: FY15 Report on Philanthropy

DATE: November 26th, 2015

DOCUMENT #: GD15-27

ACTION INFORMATION APPROVAL/DECISION

REQUIRED:

ISSUE & EXPECTED

OUTCOME:

University Advancement will present an overview of philanthropic results

and activities.

BACKGROUND

& RATIONALE:

The presentation will provide a brief overview and analysis of philanthropic

results for FY15, and a look ahead at Advancement’s short- and mid-term

strategic objectives.

ALIGNMENT WITH

MISSION AND

STRATEGIC

PRIORITIES:

McGill’s achievements and capacity to remain competitive across a full

spectrum of scholarly activities are directly linked to the support it receives

from philanthropic endeavours. Philanthropic success will continue to play

an integral role in helping McGill achieve its objectives, and overcome

revenue challenges.

Versions of this Report have been previously presented to members of the

Senior Administration, Senate and the Investment and Finance Committees.

COMPLIANCE

WITH UNIVERSITY

POLICY:

Reports on philanthropy are routinely presented to the Board, its

subcommittees and Senate.

COMPLIANCE

WITH

LEGISLATION/

EXTERNAL

REGULATIONS:

There are no legislative requirements related to the Report.

RISK FACTORS: Future fundraising challenges are outlined in the attached presentation.

SUSTAINABILITY

CONSIDERATIONS

Financial sustainability is a key factor influencing the ability’s continued

ability to carry out its mission.

IMPACT OF

DECISION AND

NEXT STEPS:

N/A

MOTION OR

RESOLUTION

FOR APPROVAL:

N/A

APPENDICES: Presentation: FY15 Report on Philanthropy

McGill’s FY15 Report on Private Giving

Memorandum

McGILL UNIVERSITY BOARD OF GOVERNORS

2015 Report on

PhilanthropyGD15-27

Marc WeinsteinVice-Principal, University Advancement

Presented to the Board of Governors

November 26th, 2015

PART 1:FY15 Financial Performance

FY15 Performance by Band

Gift Band Donors Amount

Major Gift - $5M+ 2 $12,500,000

Major Gift - $1M - $4.99M 17 $25,069,232

Major Gift - Below $1M 430 $22,205,414

Planned Gift 104 $11,098,473

Annual Fund 26,360 $10,224,137

Other 3,615 $2,286,979

University Advancement $83,384,237

Research and International Relations $35,509,595

McGill Philanthropic Achievements $118,893,832

$13

$25

$22

$11$10

$2

$0.0

$5.0

$10.0

$15.0

$20.0

$25.0

$30.0

Major Gift - $5M+ Major Gift - $1M -

$4.9M

Major Gift - Below $1M Planned Gift Annual Fund Other

Millio

ns

5 Year Achievement Performance

$64

$85

$142

$59

$83

$20

$19

$22

$24

$36

$84

$104

$164

$83

$119

$0

$20

$40

$60

$80

$100

$120

$140

$160

$180

2011 2012 2013 2014 2015

Millio

ns

University Advancement Research and International Relations

5 Year Cash Performance

$61

$87 $87 $86 $86

$20

$19 $22 $24$36

$81

$106$109 $110

$122

$0

$20

$40

$60

$80

$100

$120

$140

2011 2012 2013 2014 2015

Millio

ns

University Advancement Research and International Relations

Planned Giving Performance

$6

$9 $9

$7

$11

$16

$12

$16

$12

$16

$0.0

$2.0

$4.0

$6.0

$8.0

$10.0

$12.0

$14.0

$16.0

$18.0

2011 2012 2013 2014 2015

Millio

ns

Realized Amount Deferred Amount

Direct v. Endowed Performance

66%

61%

66%

71%

58%

34%

39%

34%

29%

42%

0%

10%

20%

30%

40%

50%

60%

70%

80%

2011 2012 2013 2014 2015

Direct Funded Endowed

Note: Direct v. Endowed data is based on UA achievements only.

Advancement by the Numbers

781email broadcasts send

to alumni and friends

3,500attendees at

Homecoming 2014

352total individual asks

made

57%donors to Seeds of

Change who had never

made a gift to McGill

before

>1,600gifts made on the

Seeds of Change

platform

91age of oldest

Homecoming attendee,

who graduated 70

years ago

>1Mvisits to UA web sites

350volunteers helped

with 46 regional

summer send-offs

+25%increase in donor

stewardship activities

3,551face-to-face meetings

with prospects, donors,

alumni and friends

657qualifications of

potential new donors

completed

PART 2:Building towards McGill’s 200th

Key challenges:

Building our base of supporters

30,141

28,330 28,341

27,11426,776

25000

26000

27000

28000

29000

30000

31000

2011 2012 2013 2014 2015

Annual Fund donors: five-year trend

Engaging students and young alumni:

Seeds of Change

A new initiative: Giving Day

A fun, high-profile, 24-hour philanthropic blitz on March

16th, 2016

The objective:

• Rally support and increase donor participation from all regions, with

a focus on younger alumni

Tactics will include:

• Strong marketing push before and during the day

• Volunteer leads in key markets to engage their networks and gather

grassroots support

• Aggressive social media strategy featuring contests, updates and

challenges throughout the day

• Matching funds from key donors

• Regular updates on financial and participation goals

Key challenges:

Engaging top-level philanthropists

$5M+ donations (UA only): five-year trend

$12.5M

$77.8M

$6.6M

$12.5M

$0.0

$10.0

$20.0

$30.0

$40.0

$50.0

$60.0

$70.0

$80.0

$90.0

2011 2012 2013 2014 2015

Millions

NOTE: 2013 results include two extraordinary gifts: $28M from the Rossy Family Foundation and $27M from the MasterCard Foundation

Increased focus on Primary Gifts

Reallocation of resources to create a

dedicated Primary Gifts team

Collaboration with Deans, PIs and other

university leaders to identify and articulate

exciting transformative projects

Greater focus on strategic stewardship and

targeted engagement activities for top

donors and potential donors

Building a strong volunteer pipeline

Your insights

With so many causes soliciting support, what makes McGill uniquely worthy of people’s giving?

What is our most persuasive case to younger alumni and more established potential donors?

Why have you chosen McGill as the locus of your volunteer energy, and how can we persuade other over-solicited influencers to do the same?

Report on Private Giving FY2015

Summarized from official results at the close of fiscal years

Source% ofTotal2014-2015 2013-2014

% ofTotal

Table Ia Private Funding by Source

Foundations $38,250,008$37,611,263 44.5%43.6%

Alumni $20,652,606$24,536,383 24.0%28.4%

Corporations $15,137,873$11,679,954 17.6%13.5%

Friends $5,171,193$7,482,548 6.0%8.7%

Associations & Other $4,251,498$2,032,205 4.9%1 2.4%

Parents $909,352$1,282,779 1.1%1.5%

Student $1,142,897$1,161,895 1.3%1.3%

Faculty & Staff $399,978$482,172 0.5%2 0.6%

$85,915,404$86,269,199Total 100%100%

Source% ofTotal2014-2015 2013-2014

% ofTotal

Table Ib Private Funding by Source (by Soft Credit) *

Alumni $44,941,272$43,764,626 52.3%50.7%

Friends $10,233,987$17,860,294 11.9%20.7%

Foundations $16,966,142$13,270,572 19.7%15.4%

Corporations $6,931,421$6,116,099 8.1%7.1%

Associations & Other $3,966,104$1,864,361 4.6%2.2%

Parents $1,222,296$1,727,129 1.4%2.0%

Student $1,142,897$1,161,870 1.3%1.3%

Faculty & Staff $511,286$504,247 0.6%0.6%

$85,915,404$86,269,199Total 100%100%

Prepared by University AdvancementPage 1 of 4

Report on Private Giving FY2015

Summarized from official results at the close of fiscal years

Program% ofTotal2014-2015 2013-2014

% ofTotal

Table II Private Funding by Program

Major Gifts $66,300,713$61,822,086 77.2%71.7%

Bequests & Planned Gifts $7,106,893$11,698,473 8.3%13.6%

Annual Fund $10,881,806$10,506,910 12.7%12.2%

Other $1,625,993$2,241,729 1.9%3 2.6%

$85,915,404$86,269,199Total 100%100%

Region% ofTotal2014-2015 2013-2014

% ofTotal

Table IIIa Private Funding by Region

Quebec $45,641,073$39,205,391 53.1%45.4%

Ontario $20,266,753$25,048,270 23.6%29.0%

U. S. A. $9,810,337$11,197,777 11.4%13.0%

International $6,512,749$6,924,315 7.6%8.0%

Canada Other $3,684,493$3,893,446 4.3%4.5%

$85,915,404$86,269,199Total 100%100%

Region% ofTotal2014-2015 2013-2014

% ofTotal

Table IIIb Private Funding by Region (by Soft Credit) *

Quebec $46,121,340$39,405,037 53.7%45.7%

Ontario $18,538,277$24,677,835 21.6%28.6%

U. S. A. $9,651,517$11,239,835 11.2%13.0%

International $7,980,895$6,927,387 9.3%8.0%

Canada Other $3,623,375$4,019,105 4.2%4.7%

$85,915,404$86,269,199Total 100%100%

Prepared by University AdvancementPage 2 of 4

Report on Private Giving FY2015

Summarized from official results at the close of fiscal years

Unit% ofTotal2014-2015 2013-2014

% ofTotal

Table IV Private Funding by Recipient Unit

StudentBody

Medicine $22,186,922$21,608,377 25.8%25.0% 14.2%

Management $8,575,458$13,852,057 10.0%16.1% 7.8%

University-Wide $11,163,293$9,060,774 13.0%4 10.5% N/A

Engineering $10,769,530$6,941,282 12.5%8.0% 11.7%

Arts $10,612,711$6,668,858 12.4%7.7% 22.8%

MNI $4,420,390$6,543,113 5.1%7.6% N/A

Agric & Env Sci $2,048,337$4,256,270 2.4%4.9% 5%

Science $4,485,308$3,756,125 5.2%4.4% 14.6%

Music $1,524,454$3,438,346 1.8%4.0% 2.2%

Law $2,908,182$2,526,200 3.4%2.9% 2.3%

Dentistry $1,779,793$1,987,457 2.1%2.3% 0.7%

Libraries $1,429,805$1,640,610 1.7%1.9% N/A

Athletics $1,637,022$1,452,823 1.9%1.7% N/A

Religious Studies $887,259$1,200,280 1.0%1.4% 0.3%

Education $660,992$739,889 0.8%0.9% 6.8%

Hospitals-Museums $720,607$495,635 0.8%0.6% N/A

Continuing Education $105,342$101,100 0.1%0.1% 11.6%

$85,915,404$86,269,199Total 100%100%

Prepared by University AdvancementPage 3 of 4

Report on Private Giving FY2015

Summarized from official results at the close of fiscal years

NOTESTable Ia and Ib1. Associations & Other: This report does not include the cash received by Research and International Relations in support of research considered philanthropic in nature

by the Council for Advancement and Support of Education Reporting Guidelines.

Consequently, the total amount donated by Faculty/Staff regardless of other record types was $2,110,600 in FY2015 and $3,287,775 in FY2014.

Such donations amount to $35,509,595 in FY2015 and $23,561,472 in FY2014.

The amounts donated by those who were both alumni (or parents, or friends) and Faculty/Staff were $1,628,428 in FY2015 and $2,887,797 in FY2014.2. Faculty & Staff: The numbers shown represent donations made by individuals whose primary record type is Faculty/Staff and who are not alumni, parents or friends.

Table II

4. University-Wide: Gifts that are not designated to a specific unit and are attributed to core purposes.Table IV

3. Other: Represents donations from fundraising events and institutions.

*Soft CreditSoft Credit refers to a way of totaling gifts that recognizes the individuals responsible for bringing donations to McGill.

Prepared by University AdvancementPage 4 of 4