Giving BackA newsletter for Governors of the ULI Foundation

Foundation Governor Randall Lewis Pledges $1 MillionRandall Lewis, Governor since 2002, recently pledged $1 million as part of the ULI Foundation’s legacy giving program. Lewis’ generous gift will be used to support specific needs-directed educational, research, and outreach programs and initiatives of ULI. The Foundation’s legacy giving program was created to ensure that ULI is able to continue influencing and advancing the land use practices and policies that will shape the great cities and communities of future generations. Lewis, executive vice president of the Lewis Operating Corp., will become a member of the Foundation’s Legacy Giving Circle.

Foundation.ULI.org

Make sure to include the ULI Foundation Annual Fund in your year-end charitable giving. The Annual Fund has a goal of providing $1.6 million in support for targeted ULI programs and initiatives. As of December 11, the Annual Fund had raised $1.3 million. All contributions to the Annual Fund are tax deductible. For more information on the Annual Fund or to contribute online, please visit the Foundation’s website at foundation.uli.org.

ULI Foundation Annual Fund Nears Goal

supporting Scholarship and Research supporting Education and Training supporting Best Practice and Community Engagement

$700,000

$600,000

$500,000

$400,000

$300,000

$200,000

$100,000

$0

$301,320$363,600

$493,770

$593,560

2010 2011 2012 2013 2014

ULI Foundation Governors Annual Fund Contributions

$405,000

GOAL: $610,000

Winter 2014

Inside: • UrbanPlan Expands to Europe • Support the ULI Foundation’s Legacy Circle Giving Program

• Urban Innovation Grant Delivering Impact Ten Years Later• Mark Your Calendars – 2015 Governors Retreat

As we approach the end of the year, I want to take a moment and say thank you to all of you for your invaluable support this year. ULI has accomplished a great deal in 2014, and as Governors of the Foundation, your philanthropy has made so much of it possible. We are informing local decision making through our support of Advisory Services programs; we are sharing best practice through our support of original market research; and we are educating tomorrow’s decision makers through our support of student and Young Leader scholarship programs. What is most inspiring about the Foundation’s support of these and other initiatives is that it is more than financial. It’s about getting involved: Marty Burger presenting the story of the World Trade Center redevelopment to students at the Fall Meeting; Tom Toomey chairing the Urban Innovation Grants committee, which awarded $260,000 to ULI district councils; Joe Azrack leading the Hurricane Sandy response task force. These are just a few examples of Foundation Governors demonstrating philanthropy at ULI. Please let me know how you want to become involved in 2015. Thank you again for all your support this year.

Sincerely,

Geoffrey L. Stack Chairman, ULI Foundation Managing Director, SARES-REGIS Group

Letter from the Chair

UrbanPlan, ULI’s long-running program designed to educate high school and university students about development and land use practice, has been introduced in the United Kingdom. In partnership with the IPF Educational Trust, UrbanPlan UK will target “A” level students studying geography and business studies in three state schools and will be delivered through a series of workshops by property and teaching professionals. The objective is to bring the property industry to life in a way that is compelling for young people and relevant to the ‘‘A” level syllabus, and to encourage more young people from all walks of life to consider property careers. Support for UrbanPlan UK is provided by the ULI Charitable Trust.

UrbanPlan Expands to Europe

For nearly 80 years, ULI has been working to advance best practice in the creation of great places. These efforts have inspired countless contributions of time, expertise, and resources from the many members of ULI who have embraced the opportunity to give back. The results of these contributions have been seen throughout ULI’s history in the development and design of cities and communities around the world. Members of the ULI Foundation’s Legacy Circle are enabling the long tradition of responsible development practice and land use decision making to influence the shape of great places for decades to come. The Legacy Circle program allows individuals to make estate and planned giving pledges of any amount, both revocable and irrevocable, to the ULI Foundation for future use. Gifts can be designated for specific uses or for general support. For more information on the ULI Foundation’s Legacy Circle, please contact David Howard at dhoward@uli.org.

Support the ULI Foundation’s Legacy Circle Giving Program

Fifteen women received scholarships through the Annual Fund’s Women’s Leadership Initiative scholarship program.

Wells Fargo provided a corporate gift to allow 25 students to attend the Fall Meeting.

The Foundation’s Annual Fund provided scholarships for 100 public sector officials to attend the Fall Meeting.

Through the support of many Governors and other generous donors, the ULI Foundation is able to provide important opportunities for students and young professionals in the real estate and land use industry to attend the ULI Fall Meeting and learn firsthand about responsible development practice and decision making. Here are a few examples from this year’s Fall Meeting in New York:

Foundation Governor Marty Burger hosted a presentation for 65 student scholarship recipients on development of the World Trade Center site, held on the 54th floor of 4 World Trade Center.

Foundation Provides Learning Opportunities for Young Professionals at NYC Fall Meeting

2015 Marks 45th Anniversary of the ULI FoundationThe Urban Land Research Foundation, predecessor to the ULI Foundation, was incorporated on December 14, 1970. To celebrate our 45th anniversary, the ULI Foundation will be holding a number of special events in 2015 to mark this exciting milestone.

Greenprint Performance Report, Volume 5

Housing in America: Integrating Housing, Health, and Resilience in a Changing Environment

Ten Principles for Urban Regeneration: Making Shanghai a Better City

Retail in Underserved Communities

Please visit www.uli.org for copies of these publications and other reports.

In MemoriamUrban Innovation Grant Delivering Impact Ten Years LaterIn 2004, ULI Minnesota was awarded a $25,000 grant from the ULI Foundation Annual Fund to launch a program to spur regional dialogue and collaboration among local mayors and the private sector to help solve pressing land use challenges. This grant, awarded as part of the Foundation’s Community Action Grant program (now known as the Urban Innovation Grant program), enabled ULI Minnesota to found the Regional Council of Mayors, which has grown over the past ten years to become a vital resource for public and private sector decision makers to engage on issues ranging from housing to transportation to regional competitiveness. From an original group of eight participating cities and towns, the program has grown to include mayors from 54 municipalities throughout the region. For their efforts, ULI Minnesota was recently awarded the ULI Impact Award, given annually to a district or national council that has catalyzed an exceptional example of impact or change in the design and development of its community.

For information on opportunities to support local initiatives like ULI Minnesota’s mayor’s forum, please contact David Howard at dhoward@uli.org.

Kenneth Hughes, a ULI Foundation Governor and former ULI Trustee, died November 29 in Dallas, after a brief illness. Hughes was a Dallas-based real estate developer whose signature and pioneering project, Mockingbird Station, was the first transit-oriented development in Texas. Hughes was known widely as a retail innovator and expert, and he shared his expertise widely within ULI. After joining ULI in 1973, Hughes served on various councils, juries, and panels in the decades that followed. He joined the Community Redevelopment Council in 1979, chairing CRC Gold from 1989 to 1990. Hughes was also a member of the Urban Development Mixed-Use Council (Purple Flight) from 2009 to 2011. Hughes served on the Hines Competition jury in 2004, on the Global Awards for Excellence/Urban Open Space Jury from 2010 to 2012, and as an Advisory Services panel member. Hughes graduated from Southern Methodist University in 1967 and began his career in Dallas with the Henry S. Miller Company. He also attended the University of Texas at Austin School of Architecture and served on the school’s advisory council. Hughes was a guest lecturer on urban housing and mixed-use development with the Real Estate Academic Initiative at Harvard University. For information on memorial gifts, please contact David Howard at dhoward@uli.org.

Charity Navigator, a leading independent advisory firm for institutional and individual donors to charities and nonprofits, recently awarded the ULI Foundation its highest rating. Of the more than 7,600 501(c)(3) nonprofit organizations evaluated by Charity Navigator, only 25 percent have received a four-star rating. Charity Navigator’s ratings are used by donors to show how efficiently a nonprofit organization will use its support today, how well it has sustained its programs and services over time, and its level of commitment to good governance, best practices, and openness with information. For more on Charity Navigator, please visit www.charitynavigator.com.

Foundation Receives 4-Star Charity Navigator Rating

Recent Publications Made Possible through Foundation Support

Alberto Ibargüen is president and CEO of the John S. and James L. Knight Foundation. He is the former publisher of the Miami Herald and El Nuevo Herald. During his tenure, the Miami Herald won three Pulitzer Prizes and

El Nuevo Herald won Spain’s Ortega y Gasset Prize for excellence in journalism.

Stephen M. Ross is the chairman and founder of Related Companies. Ross formed Related in 1972, and today the company includes more than 2,000 professionals. It has developed over $22 billion

in real estate and owns real estate assets valued at over $15 billion and made up of best-in-class

March 5–8, 2015 Miami, FloridaThe Foundation’s annual Governors Retreat will be held in Miami on March 5–8. The agenda for the retreat features a number of thought-provoking speakers and panel discussions on topics ranging from current events to industry innovation. Governors will also visit several cultural destinations of note, including the ULI award–winning Miami World Center, where they will attend a rehearsal of the center’s renowned symphony and enjoy dinner in the exclusive rooftop club and restaurant. Special thanks go to Foundation Governor Chuck Cobb, who will host a dinner at his spectacular home in Coral Gables.

Speakers include the following:

Mark Your Calendars – 2015 Governors Retreat

Jorge M. Pérez is the founder, chairman, and CEO of the Related Group, America’s leading developer of sophisticated metropolitan living and the largest multifamily real estate development firm.

In August 2005, Time magazine named Pérez one of the 25 most influential Hispanics in the United States.

For more information, please visit the Foundation’s website at foundation.uli.org or e-mail Jessie Himmelrich at jessie.himmelrich@uli.org.

Carlos Gutierrez is a chair of Albright Stonebridge Group (ASG), a premier strategic advisory and commercial diplomacy firm. Gutierrez spent nearly 30 years with Kellogg Company, a global manufacturer and

marketer of well-known food brands. After assignments in Latin America, Canada, Asia, and the United States, he became president and chief executive officer of Kellogg in 1999—the youngest CEO in the company’s 100-year history. In April 2000, he was named chairman of the board of Kellogg. He also served as U.S. secretary of commerce from 2005 to 2009 under President George W. Bush.

mixed-use, residential, retail, office, trade show, and affordable properties in premier high-barrier-to-entry markets. Ross is also the owner of the Miami Dolphins and Sun Life Stadium.

1025 Thomas Jefferson Street, NW, Suite 500 West, Washington, DC 20007-5201

Telephone: 202-624-7055 Fax: 855-442-6702 E-mail: governors@uli.org

Eric SwansonDirector of Real Estate InvestmentOdebrecht USACoral Gables, FLPublic Development & Infrastructure Councilwww.odebrecht.com/en/home

Welcome to the ULI Foundation Governors Program

James EllisManaging PrincipalEllis Partners LLCSan Francisco, CASmall-Scale Development Council (Blue)www.ellispartners.com

Serena WolfePartnerErnst & YoungNew York, NYUrban Development/Mixed-Use Councilwww.ey.com

Arthur LorenziniPresidentClaremont Homes Inc.Pleasant Hill, CASenior Housing Councilwww.claremonthomes.net

Thomas ArnoldHead of the AmericasAbu Dhabi Investment AuthorityAbu DhabiGlobal Exchange Council www.adia.ae

Kathleen CareyChief Content OfficerUrban Land InstituteWashington, D.C.www.uli.org

Linda LawPrincipalLaw & AssociatesSausalito, CAIndustrial & Office Park Development Council (Blue)

A Look Back at the ULI Fall Meeting In New York

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PAGE 1 1. New York City Skyline as seen from the Jersey Side tour in Jersey City, New Jersey 2. ULI Trustee and Foundation Governor James D. Klingbeil of Klingbeil Capital Management and Foundation Chairman and ULI Trustee Geoffrey Stack 3. The Milstein Family Hall of Ocean Life (also known as the Whale Room) at the American Museum of Natural History was the site of the ULI Foundation Fall Meeting Gala honoring Michael Fascitelli 4. William J. Ferguson, Chairman and Chief Executive Officer of Ferguson Partners Ltd. interviews Jamie Dimon, Chairman and Chief Executive Officer of JPMorgan Chase, during the General Session/Keynote: Reflections on Resilient Leadership 5. The Fascitelli family attends the ULI Foundation Fall Meeting Gala 6. ULI New York Chairman Robert Lieber of C-III Capital Partners 7. Foundation Governor Daniel Neidich of Dune Real Estate Partners LP speaks during the ULI Founda-tion Fall Meeting Gala 8. ULI Foundation Governor Stephen Quazzo of Pearlmark Real Estate Partners, Susi Rowe (wife of Randall Rowe), ULI Trustee and Foundation Governor Randall “Randy” Rowe of Green Courte Partners PAGE 2 9. Wayne Nichols and Dr. Judith Rodin of the Rockefeller Foundation, who received the Urban Land Institute’s 2014 J.C. Nichols Prize for Visionaries in Urban Development 10. ULI Global CEO and ULI Foundation Governor Patrick Phillips 11. Eric Swanson of Odebrecht, vice chair for District/National Councils 12. The 2014 recipients of the Wells Fargo ULI Student Scholarship Program 13. Honoree Michael Fascitelli of MDF Capital speaks during the ULI Foundation Fall Meeting Gala 14. ULI Trustee and Foundation Governor Marty Burger of Silver-stein Properties, ULI Trustee and Foundation Governor Michael Covarrubias of TMG Partners, Foundation Governor Michael Fascitelli of MDF Capital, ULI Trustee Cia Buckley Marakovits of Dune Real Estate Partners LP 15. Daniel Rose, Chairman of Rose Associates, Inc., and his granddaughter, Lauren Rose at the ULI Foundation Fall Meeting Gala 16. Toni Alexander, president and creative director of InterCommunications Inc., participates in the concurrent session titled “Not the Last Resort: Rethinking the Future of Second-Home Communities” 17. Harry H. Frampton III, managing partner of East West Partners-Western Division, participates in the concurrent session titled “Not the Last Resort: Rethinking the Future of Second-Home Communities” 18. Foundation Governor Byron Carlock, Jr., Foundation Governor Larry Casey PAGE 3 19. Changing the Face of Manhattan’s West Side. Jeff T. Blau, chief executive officer, Related Companies, L. Jay Cross, president, Related Hudson Yards 20. Mark Kroll of Sares Regis Group and Michael Covarrubias of TMG Partners 21. David Howard, ULI Executive Vice President, Development & Foundation, Foundation Governor James Todd, Sharon Todd (wife of James Todd) 22. ULI Governors Bowen H. “Buzz” McCoy (left) and Lynn Thurber 23. ULI Trustee and Foundation Governor John Hagestad of SARES-REGIS Group, ULI Trustee Dennis “Denny” Oklak of Duke Realty, Richard Salzman 24. ULI Trustee and Foundation Chairman Geoffrey Stack of Sares Regis Group, ULI Trustee and Foundation Governor Peter Pappas of Pappas Properties, ULI Trustee and Foundation Governor Michael Covarrubias of TMG Partners 25. ULI Trustee and Foundation Governor Michael Covarrubias of TMG Partners, ULI Trust-ee and Foundation Governor Marty Burger of Silverstein Properties, ULI Trustee and Foundation Governor Randall K. Rowe of Green Courte Partners, LLC 26. ULI Trustee and Foundation Governor Michael Spies of Tishman Speyer, ULI Trustee and Foundation Governor Jon Zehner of LaSalle Investment Management PAGE 4 27. The Honorable Alicia Glen, Deputy Mayor for Housing and Economic Development for the City of New York, and ULI New York Chairman Robert Lieber of C-III Capital Partners 28. Dr. Judith Rodin of the Rockefeller Foundation receives the Urban Land Institute’s 2014 J.C. Nichols Prize for Visionaries in Urban Development 29. ULI Nichols Prize Laureate, ULI Trustee, and Foundation Governor Ron Terwilliger speaks at the luncheon honoring Dr. Judith Rodin of the Rockefeller Foundation, 30. ULI Trustee and Foundation Governor Steven A. Kohn of Cushman & Wakefield, ULI Trustee and Foundation Governor Joseph Azrack of Azrack & Company 31. Foundation Governor Mahlon “Sandy” Apgar, IV, ULI Chairman and Trustee Lynn Thurber of LaSalle Investment Management

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