The University of North Carolina at Chapel HillFall Board of Visitors Meeting

Friday, September 19, 2008

Development UpdateBy Matthew G. Kupec

Vice Chancellor For University Advancement

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5th largest completed campaign in U.S. history; 1st in the South

Every School/Unit surpassed goal

Created 208 new professorships

Created 732 new scholarships/fellowships

193,000 donors

1,000+ volunteers

Added $962 million in commitments to the endowment

Success of the Women and Minority Committees

Carolina First Highlights

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UNC Annual Cash FlowGifts received vs. Cost of Fund raising

Fiscal Years 1987 – 2008

Carolina

First

Bicentennial

Campaign

$50.87

= Gifts received

= State Match payments received

Mil

lion

s

= Expenses

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Top 30 Institutions: Total Private Support 2000-2007Impact of Carolina First Campaign

2000 2001 2002 2003 2004 2005 2006 20071 Stanford Harvard USC Harvard Harvard Stanford Stanford Stanford2 Harvard Stanford Harvard Stanford Stanford Wisconsin Harvard Harvard3 Yale Columbia Stanford Pennsylvania Cornell Harvard Yale USC4 Johns Hopkins Johns Hopkins Cornell Arkansas Pennsylvania Pennsylvania Pennsylvania Johns Hopkins5 Cornell Yale Johns Hopkins Cornell USC Cornell Cornell Columbia6 Columbia Cornell Penn State Johns Hopkins Johns Hopkins Columbia USC Cornell7 Duke Emory Wisconsin UCLA Columbia USC Johns Hopkins Pennsylvania8 Pennsylvania Indiana Columbia U Washington MIT Johns Hopkins Columbia Yale9 Wisconsin Wisconsin UCLA Texas Yale Indiana Duke Duke

10 UCLA Penn State Duke Duke UCLA UCSF Wisconsin UCLA11 NYU USC NYU USC Wisconsin Yale UCLA MIT12 MIT USCF UVa Wisconsin Duke UCLA U Washington Chicago

13 Michigan Duke Yale Columbia Texas Duke NYU Wisconsin14 USC UCLA Minnesota Indiana Indiana Minnesota Minnesota U Washington

15 U Washington U Washington U Washington Minnesota Minnesota U Washington Northwestern Michigan16 UCSF Minnesota UC-Berkeley Princeton NYU Michigan Michigan Minnesota17 Northwestern Michigan MIT UCSF UCSF NYU Indiana NYU18 Indiana UC-Berkeley Illinois UVa Michigan MIT UC-Berkeley UVa19 Texas Medical Ohio State UCSF Yale Ohio State Ohio State Chicago Indiana20 UVa MIT Vanderbilt NYU U Washington UC-Berkeley UNC UCSF

21 Minnesota UVa Michigan St. Ohio State UNC Purdue MIT UNC22 Chicago Case Western Indiana MIT UC-Berkeley Chicago UVa UC-Berkeley23 Ohio State Texas Chicago UC-Berkeley Notre Dame UNC Ohio State Princeton

24 Penn State Princeton Northwestern Arizona Illinois UVa Princeton Texas25 UC-Berkeley NYU Penn State Michigan UVa Princeton Tufts Ohio State26 Princeton Northwestern UNC Northwestern Purdue Brown UCSF Purdue27 UNC Penn State Princeton Florida Chicago Cal Tech UC-San Diego Notre Dame

28 Illinois Chicago Michigan Penn State Penn State Northwestern Illinois Northwestern29 Florida Michigan St. Purdue UNC NCSU Illinois Notre Dame Illinois30 Notre Dame UNC Texas Illinois Northwestern Texas Texas Cal Tech

Publics: 13th 15th 12th 16th 10th 11th 8th 9th

$300M+

$200M-$300M

<$200M

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UNC

Stanford

Virginia

Michigan

Harvard

Ohio State

Wisconsin

Princeton

Duke

Pennsylvania

U. Washington

Notre Dame

Penn State

99

88

777

6666

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CASE Wealth Engine AwardEducational Fundraising – Overall PerformanceNumber of Awards Won (1994 – 2008)

Awards (1994 - 2008)

‘94 ‘95 ‘96 ’97 ‘99 ‘00 ‘03 ‘05 ‘08

‘95 ‘96 ‘97 ’98 ‘01 ‘02 ‘05 ‘06 ‘07

‘97 ‘98 ‘99 ’00 ‘02 ‘03 ‘04 ‘08

‘95 ‘96 ‘98 ’00 ‘01 ‘05 ‘06 ‘07

‘94 ‘95 ‘96 ‘98 ‘99 ‘01 ‘02

‘95 ‘99 ‘00 ’02 ‘05 ‘06 ‘08

‘97 ‘98 ‘01 ’02 ‘03 ‘06 ‘07

‘97 ‘98 ‘99 ’03 ‘94 ‘08

‘94 ‘95 ‘98 ’99 ‘01 ‘04

‘94 ‘00 ‘03 ’04 ‘05 ‘07

‘95 ‘99 ‘00 ’01 ‘03 ‘07

‘94 ‘95 ‘98 ’99 ‘02

‘94 ‘95 ‘99 ’00 ‘02

Rank College or University Amount raised

1. Stanford University (Stanford, Calif.) $832,344,826

2. Harvard University (Cambridge, Mass.) 613,985,000

3. University of Southern California (Los Angeles, Calif.) 469,646,622

4. Johns Hopkins University (Baltimore, Md.) 430,455,336

5. Columbia University (New York, N.Y.) 423,849,107

6. Cornell University (Ithaca, N.Y.) 406,925,075

7. University of Pennsylvania (Philadelphia, Pa.) 392,420,770

8. Yale University (New Haven, Conn.) 391,315,420

9. Duke University (Durham, N.C.) 372,328,154

10. University of California, Los Angeles (Los Angeles, Calif.) 364,779,738

11. Massachusetts Institute of Technology (Cambridge, Mass.) 329,158,304

12. University of Chicago (Chicago, Ill.) 328,328,020

13. University of Wisconsin-Madison (Madison, Wis.) 325,336,779

14. University of Washington (Seattle, Wash.) 300,199,601

15. University of Michigan (Ann Arbor, Mich.) 293,403,123

16. University of Minnesota (Minneapolis, Minn.) 288,750,059

17. New York University (New York, N.Y.) 287,587,458

18. University of Virginia (Charlottesville, Va.) 282,610,619

19. Indiana University (Bloomington, Ind.) 278,553,274

20. University of California, San Francisco (San Francisco, Calif.) 251,945,342

21. University of North Carolina at Chapel Hill (Chapel Hill, N.C.) 251,842,000

Top 20 Institutions: Total Raised 2007

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UNC Projected Annual Cash FlowFiscal Years 1990 - 2013

Carolina First

Mil

lion

s

Carolina Big

Bicentennial Campaign

$300 raised

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

Education Comes In Second

Religion 35.5%

Recipients of Giving, 2007

source: Giving USA, 2008, AAFRC

Education 14.1%

Human Services 9.7%

Health 7.6%

Public Society Benefit 7.4%

Arts, Culture and Humanities 4.5%

International Affairs 4.3%

Environmental and Animals

2.3%

Foundations 9.1%

Unallocated giving 7.7%

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

Leading Scorers: Individuals

Alumni 30%

(UNC 36%)

Nonalumni

20.4%(UNC 20%)

Sources of Giving to Higher Education, 2007

Foundations 25.4%

(UNC 26%)

Corporations 16.4%

(UNC 11%)

Religious Organizations1.3%

Other Organizations

6.5%

(UNC 7%)

source: Council for Aid to Education 2006

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

The Score Keeps Rising

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

The Goal Posts Keep Moving

1958 – $100 million campaign

1974 – $500 million campaign

1987 – $1 billion campaign

1990 – $2 billion campaign

2004 – $3 billion campaign

2006 – $4 billion campaign

School Goal• Stanford $4.3 Billion• Columbia $4.0 Billion• Cornell $4.0 Billion• Johns Hopkins $3.2 Billion• UCLA $3.053 Billion• Yale $3.0 Billion• Virginia $3.0 Billion• Cal-Berkeley $3.0 Billion

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Current Major Campaigns

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

Leading Scorers: Volunteers

Average Donations Among Giving Households

COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION

Leading Scorers: Women

• Making the case for support• Building the Donor Base• Preparing for the next mega campaign

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What’s next for Carolina?

• Total # of Alumni Solicited 218, 969

• Alumni Donors & GAA Members– Alumni Donors 42,123– GAA members only 35,479

(lifetime and annual)– Total Alumni 77,602

• Alumni Participation Rate 35%

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Building the Base: Carolina’s Alumni Participation

Rate

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UNC Campaigns: Then, Now, Tomorrow Gift Table Comparisons

Campaign Gift Ranges

BicentennialCampaign

$440M1989-1995

Carolina First Campaign

$2.3B1998-2007

Carolina Big Campaign

$4.0B

$250,000,000 0 0 1

$100,000,000-$249,999,999 0 0 3

$50,000,000-$99,999,999 0 2 5

$25,000,000-$49,999,999 0 7 10

$15,000,000-$24,999,999 0 4 15

$10,000,000-$14,999,999 2 14 25

$5,000,000-$9,999,999 2 36 50

$2,500,000-$4,999,999 7 80 120

$1,000,000-$2,499,999 81 239 350

Subtotal - over $1,000,000 92 382 579

       

Donors Below $1,000,000 122,264 187,418 Many

       

Total Dollars Raised $440 Million $2.3 Billion $4 Billion

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Recruit a Volunteer Leadership Planning Team.

15-20 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.

Next Mega-CampaignPre-Campaign Planning