INTRODUCTION TO FUNDRAISINGfaculty.ifas.ufl.edu/.../2015/Presentation_2015_03_20_Development_… ·...
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INTRODUCTION TO FUNDRAISING
Transcript of INTRODUCTION TO FUNDRAISINGfaculty.ifas.ufl.edu/.../2015/Presentation_2015_03_20_Development_… ·...
INTRODUCTION TO FUNDRAISING
UF Office of Development and Alumni Affairs (ODAA)Organizational Chart
ODAA
Strategic Communications Alumni Relations Development
IFAS Development
AdvancementServices
Talent Management
About Our Office
Five development officers Cody Helmer – Executive Director of Development Carré Saunders – Director of Development Christy Chiarelli – Director of External Affairs Julie Conn- Director of Corporate Relations Annie Muscato – Assistant Director of Development
Three support staff members Pam Matchett – Development Coordinator Caylin Hilton– Development Coordinator Debra Hughes – Executive Secretary
About Our Office
Each academic unit has its own development team
IFAS development is major gift focused: $100,000+
Annual goal of $20M+ for the team
Performance expectations come from IFAS (Jack Payne) and Development and Alumni Affairs (Tom Mitchell)
Donor-centered model (donor drives the gift conversation)
Administration makes final decision on gift acceptance
About Our Office
Cody HelmerExecutive Director
of Development
Major/Principal gift focused Emphasis on Research development
Oversees the IFAS Development Office Liaison to the UF Foundation/Office of Development Manages development travel of IFAS SVP and top administrators Portfolio of 50 major/principal gift prospects
About Our Office
Carré Saunders Director of Development
Major gift focused - $100,000+ Oversees fundraising for Extension and 4-H Portfolio of 50-75 major gift prospects Travels extensively in-state Liaison to RECs
About Our Office
Christy ChiarelliDirector of External Affairs
and Development
Manages goals of External Affairs: Increase private giving through strategic communication Increase deliberate stewardship activities for additional giving Build internal capacity for engaging stakeholders
Portfolio of 25 major gift prospects
About Our Office
Julie ConnDirector of Corporate Relations
Manages IFAS corporate giving relationships Major gift focused - $100,000+ Portfolio of 50 major gift corporate entities Responsible for corporate donor recognition plan Produces annual corporate donor reports
About Our Office
Annie MuscatoAssistant Director of Development
Annual gift/mid-range gift focused $2,000-$50,000 Manages 4-H development Manages annual giving program Oversees online giving Implements strategic plan for loyalty giving programs
(CALS Dean’s Circle, 4-H Clover Society)
About Our Office
Caylin Hilton/Pam MatchettDevelopment Coordinators
Gift proposal planners and designers Donor fund information contacts Communication liaisons to volunteer groups Program enhancement and project designers Event planners and managers
Private Giftsto IFAS2010-2014
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
2010 2011 2012 2013 2014
Total gifts
Researchmoney
Studentsupport
Faculty support
Sources of Private Support
UF/IFASFiscal Year2014
Source Amount
Corporations $ 7,990,160
Foundations $ 1,497,049
Alumni, parents & friends $ 11,846,103
Organizations & Associations $ 1,671,994
Faculty & Staff $ 130,754
Total $ 23,136,060
Alumni, Parents and Friends
51%
Corporations35%
Organizations & Associations
7%Foundations
6%Faculty & Staff
1%
IFAS Annual Giving by Month
January, $568,659 (6%)
February, $546,627 (6%)
March, $532,080 (6%)
April, $595,456 (6%)
May, $680,342 (7%)
June , $1,024,464 (11%)
July, $687,773 (7%)
August, $847,555 (9%)
September, $591,548 (6%)
October, $692,643 (7%)
November, $616,737 (7%)
December, $2,030,547 (22%)
IFAS ANNUAL GIVING HISTORY BY MONTH (10 YEAR AVERAGE)
REAL VALUE PLEDGE/EXPECTANCY
Cash Stock Securities Real Estate Artwork Gifts-in-kind Equipment
Estate Plan Bequest Trust Insurance Annuity
Multi-year Pledge Life Insurance Real Estate
Ways to Give
ENDOWED GIFTS NON-ENDOWED GIFTS
Fund used in perpetuity Creates two funds Principal Spendable
Smaller annual award (4% of principal)
Initial fee: 2.5% Admin fee: 1.3% annually
Fund used for fixed time Creates one fund Spendable
Larger annual award One-time fee: 2.5% No admin fee
Ways to GiveEndowed vs. Non-Endowed
UF’s Ranking
UF is ranked #13 nationally in the 2014 US News & World Report Best Colleges rankings of public universities.
Value of the UF endowment is one of the key factors considered when ranking UF among other public institutions.
2014 Top 10 Public UniversitiesUS News & World Report
1 University of California – Berkeley
2 University of California – Los Angeles
2 University of Virginia
4 University of Michigan – Ann Arbor
5 University of North Carolina – Chapel Hill
6 College of William and Mary
7 Georgia Institute of Technology
8 Pennsylvania State University – University Park
9 University of California – Davis
9 University of California – San Diego
Endowments at UF
The University of Florida’s endowment portfolio includes more than 2,700 individual funds, each with its own set of instructions regarding the purposes to be supported.
A fund may be established for a specific purpose or for unrestricted general support.
The total endowment portfolio at the University of Florida is approximately $1.45B.
Endowments at UF-UFICO
University of Florida Investment Company was created by the Board of Trustees of the University of Florida in June 2004 to oversee the investments of the University of Florida.
UFICO is governed by a separate Board of Directors composed of Directors appointed by the President of the University.
UFF seeks to achieve an annualized real rate of return of at least 4.7% net of fees.
ENDOWMENT TYPE MINIMUM AMOUNT
General Endowed Fund Scholarship Fellowship Professorship Endowed Chair Deanship/Directorship Academic Center
$ 30,000 $ 100,000 $ 350,000 $ 1,000,000 $ 2,000,000 $ 5,000,000 $ 5,000,000
Endowment Minimums
About Our Donors
Donors consist of alumni, friends, corporate entities, foundations, volunteers, faculty and staff members and various other entities
Faculty and industry relationships foster giving from corporations, organizations and associations
Individual donors are often self-identified
Gifts are made based on donors’ interest(s)
How Can We Help You?
Visiting with prospects/donors Fundraising planning Online giving consulting Preparing proposals Providing additional information on endowments Training
QUESTIONS?
