open – gb – info 5-1 january 31-february 1, 2013
TRANSCRIPT
OPEN – GB – INFO 5-1 January 31-February 1, 2013
OPEN – GB – INFO 5-2 January 31-February 1, 2013
OPEN – GB – INFO 5-3January 31-February 1, 2013
OPEN – GB – INFO 5-4 January 31-February 1, 2013
OPEN – GB – INFO 5-5January 31-February 1, 2013
OPEN – GB – INFO 5-6 January 31-February 1, 2013
DEVELOPMENT UPDATEUNIVERSITY OF MISSOURI
BOARD OF CURATORS
JANUARY 31 , 2013
OPEN – GB – INFO 5-7January 31-February 1, 2013
Capital Campaign Supports Mission and Strategy
Key Strategic Initiative = Undergraduate Enrollment Growth
Target = 20,000 by 2020
University Needs
Capital Campaign
Category $ Mil
High Demand Courses of Study Programs 51
Top Ranked Faculty Endowed Chairs 47
Learning Environment Facilities 83
Access/Affordability Scholarships 49
Ability to Invest Unrestricted 20
UMKC Vision and Strategy
OPEN – GB – INFO 5-8January 31-February 1, 2013
UMKC’s Development Organization
UMKCChancellor
PresidentUMKC
Foundation
Development
Staff
Vice ChancellorAdvancement
Advancement Services and Stewardship
Staff
Development OrganizationalChart
10%
19%
49%
12%
10%
Gift income by source
AlumniOther in-dividualsFoun-dationsCorpo-rationsOther or-ganizations
OPEN – GB – INFO 5-9January 31-February 1, 2013
UMKC campaign progressTotal as of 1-17-
13 Endowment $ Raised Expendable $ Raised % Endowment % Expendable Unrestricted Restricted % Unrestricted % Restricted
Academic Affairs/Honor College $0.00 $0.00 $0.00 0.00% 0.00% $0.00 $0.00 0.00% 0.00%
Arts and Sciences $7,835,554.86 $4,433,228.35 $3,402,326.51 56.58% 43.42% $1,103.00 $7,834,451.86 0.01% 99.99%
Athletics $2,936,707.01 $111,192.19 $2,825,514.82 3.79% 96.21% $2,135.00 $2,934,572.01 0.07% 99.93%
Biological Sciences $17,234.82 $7,925.20 $9,309.62 45.98% 54.02% $5.00 $17,229.82 0.03% 99.97%
Computing and Engineering $8,756,870.48 $1,616,437.25 $7,140,433.23 18.46% 81.54% $721,341.93 $8,035,528.55 8.24% 91.76%
Dentistry $5,902,442.10 $315,934.14 $5,586,507.96 5.35% 94.65% $482,882.99 $5,419,559.11 8.18% 91.82%
Diversity $54,340.00 $0.00 $54,340.00 0.00% 100.00% $0.00 $54,340.00 0.00% 100.00%
Education $7,003,428.39 $3,737,092.54 $3,266,335.85 53.36% 46.64% $2,853.00 $7,000,575.39 0.04% 99.96%
Graduate Studies $31,828.39 $6,676.20 $25,152.19 20.98% 79.02% $3.33 $31,825.06 0.01% 99.99%
KC Rep $7,092,726.72 $0.00 $7,092,726.72 0.00% 100.00% $0.00 $7,092,726.72 0.00% 100.00%
KCUR $5,553,699.95 $267,829.51 $5,285,870.44 4.82% 95.18% $0.00 $5,553,699.95 0.00% 100.00%
Law $4,007,620.72 $636,430.16 $3,371,190.56 15.88% 84.12% $680,419.40 $3,327,201.32 16.98% 83.02%
Management $44,433,663.22 $2,544,647.91 $41,889,015.31 5.73% 94.27%$1,126,347.0
0 $43,307,316.22 2.53% 97.47%
Medicine $4,156,881.89 $1,564,238.17 $2,592,643.72 37.63% 62.37% $63,184.26 $4,093,697.63 1.52% 98.48%
Music and Dance $8,860,735.92 $1,738,705.38 $7,122,030.54 19.62% 80.38% $218,472.38 $8,642,263.54 2.47% 97.53%
Nursing $1,035,573.73 $253,134.37 $782,439.36 24.44% 75.56% $48,660.01 $986,913.72 4.70% 95.30%
Office of Research $78,750.00 $0.00 $78,750.00 0.00% 100.00% $0.00 $78,750.00 0.00% 100.00%
Other Programs $12,416,297.87 $397,200.28 $12,019,097.59 3.20% 96.80%$1,058,327.9
5 $11,357,969.92 8.52% 91.48%
Pharmacy $6,788,763.58 $3,108,415.16 $3,680,348.42 45.79% 54.21% $293,057.64 $6,495,705.94 4.32% 95.68%
Student Affairs $5,117,954.61 $1,123,853.52 $3,994,101.09 21.96% 78.04% $3,950.00 $5,114,004.61 0.08% 99.92%
Trustees $855,987.73 $144,081.56 $711,906.17 16.83% 83.17% $481,262.73 $374,725.00 56.22% 43.78%
University Libraries $3,501,321.64 $10,585.44 $3,490,736.20 0.30% 99.70% $54,394.25 $3,446,927.39 1.55% 98.45%
Vision Research $1,062,427.42 $42,578.86 $1,019,848.56 4.01% 95.99% $0.00 $1,062,427.42 0.00% 100.00%
$137,500,811.05 $22,060,186.17 $115,440,624.88 16.04% 83.96%$5,238,399.8
7$132,262,411.1
8 3.81% 96.19%
OPEN – GB – INFO 5-10January 31-February 1, 2013
UMKC Annual Fund and Planned Giving
2008
2009
2010
2011
2012
UMKC Planned Giving
Millions
*
**
Raised todate
Campaign Goal
Scholarships
$23.03M $48.9M
Faculty/Staff
$11.32M $47.25M
Facilities $41.05M $83.05M
Programs $50.95M $53.79M
Unrestricted
$5.24M $19.85M
SponsoredResearch
$0 $3.14M
Totals $137.58M
$250M *$25M pledge from Henry Bloch ** Inaugural year of UMKC Foundation
Capital Campaign goal and actual
OPEN – GB – INFO 5-11January 31-February 1, 2013
UMKC Giving vs. Peers Outright
Contributions / Cash Deferred
Endowment Value
Alumni Solicited VSE Alumni Participation Alumni: Total Dollars
Institution FY2011 FY2011 FY2011 FY2011 FY2009 FY2010 FY2011 FY2009 FY2010 FY2011
(($000)) (($000)) (($000)) # % % % (($000)) (($000)) (($000))
University of Missouri-Kansas City (Kansas City, MO) $21,469 $31 $239,290 77,962 10.01% 10.23% 10.26% $1,717 $2,455 $2,111
Aspirational Schools
University of Pittsburgh (Pittsburgh, PA) $114,482 $4,366 $2,545,092 145,500 14.60% 12.90% 18.10% $9,156 $12,941 $17,552
SUNY - Buffalo* $32,727 $972 $494,791 140,788 10.90% 13.10% 11.60% $8,901 $9,211 $14,024
Temple University (Philadelphia, PA) $44,248 $647 $320,829 206,278 10.90% 10.23% 9.50% $6,572 $22,461 $7,892
Univ of Illinois - Chicago (IL) $80,095 $119 $219,987 183,399 4.30% 4.60% 3.80% $11,008 $3,585 $23,184
University of Cincinnati (Cincinnati, OH) $109,759 $657 $1,004,000 192,071 8.10% 11.00% 11.70% $16,960 $21,317 $16,560
Operational Schools
George Mason University $44,408 $0 $51,608 122,499 5.40% 4.93% 5.50% $1,009 $969 $1,366
University of Alabama at Birmingham (Birmingham, AL) $91,447 $2,687 $310,735 94,025 10.90% 10.30% 11.00% $4,390 $2,552 $2,660
University of Louisville $86,211 $121 $769,337 115,355 10.00% 9.90% 9.60% $11,444 $13,842 $18,277
University of South Florida $81,492 $1,386 $344,029 226,317 8.20% 10.40% 9.90% $5,750 $5,088 $7,406
Virginia Commonwealth University (Richmond, VA) $47,432 $0 $450,590 145,451 5.60% 5.10% 5.00% $2,773 $6,968 $4,756
*SUNY-Buffalo figures listed are for the "University at Buffalo-SUNY." These do not represent the SUNY-Buffalo State College.
OPEN – GB – INFO 5-12January 31-February 1, 2013
Fundraising ReportCheryl B. Schrader, PhD
Chancellor, Missouri S&TFebruary 1, 2013
OPEN – GB – INFO 5-13January 31-February 1, 2013
Fundraising Vision
During FY2011, $6+M was raised for Bertelsmeyer Hall Campaign
-
2,500,000
5,000,000
7,500,000
10,000,000
12,500,000
15,000,000
17,500,000
20,000,000
22,500,000
25,000,000
27,500,00019
94
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
Campaign I-Full Circle
Campaign II-Advancing Excellence
BertelsmeyerCampaign$74,035,661
$128,718,927
Figures include outright gifts and pledgesOPEN – GB – INFO 5-14
January 31-February 1, 2013
Assistant Vice ChancellorDevelopment
Senior Development Officer, Corporations & Foundations
Senior Development Officer
Senior Development Officer
Development Officer
Development Officer, Corporations & Foundations
Senior Development Officer
Executive Director Development
Vice Chancellor for University Advancement
ManagerDonor Relations
General ManagerPublic Radio KMST
DirectorCommunications
Executive Director Alumni Relations & Advancement Services
17 staff
17 staff
2 staff
10 staff
3 support staff
OPEN – GB – INFO 5-15January 31-February 1, 2013
Fundraising Program
Performance Metrics
Public Research Doctoral
Institutions
Missouri S&T (FY 11 )
Annual Participation Rate
9.7% 17.9%
Average Alumni Gift
$1,012 $1,904
Endowment per student
$23,953 $19,547
46.6%
19.7%
28.0%
1.7% 4.0%
Sources of SupportFiscal Year 2012
Alumni Friends CorporationsFoundations Other
Fundraising Benchmarks
OPEN – GB – INFO 5-16January 31-February 1, 2013
FY2011 FY2012 FY2013 at Dec. 31, 2012
-
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
18,000,000
Total CashCurrent Pledges Deferred Pledges
4.7% Unrestricted
6.3% Unrestricted
4.1%Unrestricted
6 month report
FY2011 FY2012 FY2013 at Dec 31, 2012
-
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
18,000,000
Total Current OperationsEndowments Capital Projects*
6 month report
Fundraising ActivityTotal by Method Total by Support Type
(5+ Years)(1-5 Years)
*FY11 total includes $6M+ for Bertelsmeyer Hall CampaignOPEN – GB – INFO 5-17
January 31-February 1, 2013
Series1 -
20,000,000
40,000,000
60,000,000
80,000,000
100,000,000
120,000,000
140,000,000
Total Student Support Faculty SupportProgram Support Capital Projects
Fundraising by Gift Type
Advancing Excellence Campaign$200M Goal
Concluded June 30, 2010
55.0%24.4
%
20.6%
Cash
Current Pledges (1-5 Years)
Deferred Pledges (5+ Years)
Cash versus pledges
RESULTSCharitable Gifts $128MSponsored Programs $ 83MTotal Support $211M
OPEN – GB – INFO 5-18January 31-February 1, 2013
UMSL Development Report
Chancellor Thomas George
OPEN – GB – INFO 5-19
January 31-February 1, 2013
Gateway for Greatness Campaign comes to a hectic, successful conclusion.
$154.2 million.Seven-year campaign started July 1, 2005.Goal increased to $150 million from $100 million
in July 2010.$22 million per year average – less than $7 million
a year prior to campaign.$28 million raised in final year – campus record!31 Partners for Greatness ($1 million-plus donors).
OPEN – GB – INFO 5-20
January 31-February 1, 2013
Gateway Campaign giving by source.
OPEN – GB – INFO 5-21
January 31-February 1, 2013
Gateway Campaign giving by purpose.
OPEN – GB – INFO 5-22
January 31-February 1, 2013
Structure and peer comparisons
Centralized structureUniversity Advancement coordinates all campus-wide
and college-unit fundraising.UMSL averaged $22M per year during campaign.
Peer average was $19M during same time period.UMSL has raised $10M during first half of FY2013.
UMSL raises $5.60 for every $1 spent.Peer average is $5.70 for every $1 spent.
OPEN – GB – INFO 5-23
January 31-February 1, 2013
Fundraising supports excellence and some gaps.
Donors will support funding gaps for scholarships and new facilities.Less inclined to support operational budget and facility
maintenance affected by state cuts.UMSL has experienced success in attracting
support for new academic initiatives.Express Scripts.Center for Excellence in Financial Counseling.UMSL@Grand Center.
OPEN – GB – INFO 5-24
OPEN – GB – INFO 5-24
January 31-February 1, 2013