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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 1 Associate Vice Chancellor of Central Advancement Texas Tech University System Lubbock, TX http://www.ttu.edu Send Nominations or Cover Letter and Resume to: Jill Lasman Senior Vice President 617-262-1102 [email protected] The Opportunity: The Texas Tech University System (TTU System), under the dynamic leadership of Chancellor Robert L. Duncan, is poised for transformational growth and heightened national prominence. LOIS L. LINDAUER SEARCHES is proud to partner with the TTU System as it seeks an Associate Vice Chancellor of Central Advancement (AVC) who will create the vision and direction to build a high performing and best-in-class centralized development operation that will provide services to all entities comprising the TTU System in the areas of annual giving, corporate and foundation relations, planned giving and regional major gifts.

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Page 1: Associate Vice Chancellor of Central Advancement Texas ... · Send Nominations or Cover Letter and Resume to: Jill Lasman Senior Vice President 617-262-1102 jlasman@LLLSearches.com

TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 1

Associate Vice Chancellor of Central Advancement

Texas Tech University System Lubbock, TX

http://www.ttu.edu

Send Nominations or Cover Letter and Resume to:

Jill Lasman

Senior Vice President

617-262-1102

[email protected]

The Opportunity:

The Texas Tech University System (TTU System), under the

dynamic leadership of Chancellor Robert L. Duncan, is

poised for transformational growth and heightened national

prominence. LOIS L. LINDAUER SEARCHES is proud to

partner with the TTU System as it seeks an Associate Vice

Chancellor of Central Advancement (AVC) who will create

the vision and direction to build a high performing and

best-in-class centralized development operation that will

provide services to all entities comprising the TTU System in

the areas of annual giving, corporate and foundation

relations, planned giving and regional major gifts.

Page 2: Associate Vice Chancellor of Central Advancement Texas ... · Send Nominations or Cover Letter and Resume to: Jill Lasman Senior Vice President 617-262-1102 jlasman@LLLSearches.com

TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 2

In early 2015, Chancellor Duncan appointed Ms. Lisa Calvert to the role of Vice Chancellor for Institutional

Advancement. Ms. Calvert most recently served as Vice President of Development at Purdue University

where her reorganization of the university’s development efforts resulted in the institution’s record breaking

success. As a testament to her success in the field, Ms. Calvert was one of only 10 advancement officers from

across the country featured in a national study that became the basis for the book, “Making the Case for

Leadership: Profiles of Chief Advancement Officers in Higher Education.”

Recently, the TTU System completed its largest and most successful fundraising campaign, Vision &

Tradition: The Campaign for Texas Tech, raising more than $1 billion and surpassing its goal in 2013, nearly

a year ahead of schedule. As a member of the Vice Chancellor’s senior leadership team, the newly appointed

AVC will play an integral role in shaping the direction of the next campaign, with special attention to plans

to restructure existing and/or establish newly created central frontline programs that will enhance the

productivity of the four entities that comprise the TTU System.

The Associate Vice Chancellor is a builder of programs, who brings a

strong understanding of industry best practices and possesses a track

record of managing teams as well as securing major and principal

gifts. S/He will create a cross-system central advancement model

that builds on existing strength at an institution with tremendous

upside potential, not yet fully realized. With supportive and

experienced leadership at the helm, the incoming AVC is charged with

building an annual fund program, with anticipated staff growth of 6,

which will include the creation of a team of high-end and high-

performing face-to-face annual giving officers. In addition, the AVC

will add staff and create a vision for a corporate and foundation

program that currently requires entrepreneurial direction.

Furthermore, there is commitment from University leadership to

invest in enhanced planned giving efforts, as well as growing the first

regional major gifts team for the TTU System.

The ideal candidate will possess the leadership skills to impact change

across a wide-variety of pivotal areas within institutional advancement

and the ability to function effectively across a highly complex system

model. An ability to forge strong relationships internally and

externally is key, as well as an aptitude to manage, inspire, empower

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 3

and ultimately scale up a team. The incoming AVC brings a passion for higher education as well as a can-do

spirit, collaborative workstyle, flexibility and nimbleness.

The Organization

Texas Tech University System:

Formed in 1996 and officially established

by the Texas Legislature in 1999, the TTU

System has emerged as one of the top

public university systems in Texas and is a

dynamic and fast-growing force in higher

education. With approximately 50,000

students, nearly 300,000 alumni and an

endowment of over $1 billion, the TTU

System is positioned for continued prosperity. The TTU System consists of four component institutions and

operations at multiple campuses and academic sites across the state and globe, including Texas Tech

University, Texas Tech University Health Sciences Center, Texas Tech University Health Sciences Center at El

Paso, and Angelo State University. Its 12 campuses and academic sites include locations statewide in

Abilene, Amarillo, Dallas, El Paso, Fredericksburg, Highland Lakes, Junction, Lubbock, Midland, Odessa and

San Angelo. Internationally, the TTU System has a location in Seville, Spain and recently announced a new

campus in Costa Rica.

Collectively, the TTU System has an annual operating budget of $2 billion and approximately 20,000

employees. The Chancellor, who serves as the Chief Executive Officer, is Robert L. Duncan. A biography and

an organizational chart can be found in the Appendixes.

Texas Tech University System is prominently positioned in a state committed to investment in higher

education. In November 2015 Governor Greg Abbot announced the state’s 60x30 Higher Education plan to

ensure 60 percent of the Texas’s 25- to 34-year-old work force achieves a post-secondary education by the

year 2030. In June, Abbot announced his University Research Initiative, which during the 2015 Legislative

Session provided universities access to more than $8 billion in bonds and funding to build facilities and

promote research that would attract the next generation of students and faculty, including a focus on Nobel

laureates and National Academy members. Abbot has committed billions in new funding for higher

education in the state of Texas, one of only two states nationwide that is significantly increasing investment

in its colleges and universities.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 4

Significant Accomplishments:

Focused on advancing higher education, healthcare, research and outreach, the TTU System is a leader in

meeting the global challenges of today and the future. In the past several years, the TTU System has

experienced an unprecedented period of growth and success.

Innovative academic initiatives with philanthropic opportunity are at the forefront of growth for TTU

System. Texas Tech University and the TTU Health Sciences Center Lubbock recently announced the

establishment of a School of Veterinary Medicine, while TTU HSC El Paso has announced plans for a

School of Dental Medicine, recently supported by a $25 million philanthropic gift.

The largest and most successful fundraising effort in the history of the TTU System, Vision &

Tradition: The Campaign for Texas Tech, surpassed its $1 billion goal, advancing a year ahead of

schedule when the capital campaign total reached $1.069 billion on August 31, 2013.

The TTU System endowment was valued in excess of $1.1 billion on August 31, 2015. Compared to

all National Association of College and University Business Officers (NACUBO) reporting institutions,

in FY2015 the TTU System endowment was the 76th largest in the nation. This was achieved through

a sustained period of intense growth, with the endowment

increasing by 90 percent over the past seven years.

The TTU System has doubled in size, growing from two components

to four institutions, with the addition of Angelo State University in

2007 and the creation of Texas Tech University Health Sciences

Center at El Paso in 2013.

Enrollment across the TTU System has increased 52 percent since

2003, totaling nearly 50,000 students in the fall of 2015.

Research expenditures throughout the TTU System have tripled

since 2003, averaging $200 million for the past four years.

More than $800 million has been invested in campus construction

since 2006.

The TTU System has supplied a record number of educated

professionals to the workforce, awarding more than 10,250 degrees

in 2014. This is a 90 percent increase since 2003.

The TTU System boasts one of the largest contiguous campuses in

the United States, housing an academic institution, law school and

health institution at the same location.

In 2012, the combined economic impact of the TTU System was $9.98 billion for the state of Texas,

with approximately $3 billion felt across the South Plains.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 5

Governance & Mission:

The TTU System is governed, controlled and directed by a nine-member Board of Regents who is appointed

by the Governor and confirmed by the Texas Legislature. There also is a non-voting student regent who is

appointed by the Governor. The Board of Regents approves all policies and budgets of the TTU System. The

board also appoints the Chancellor of the TTU System.

The mission of the TTU System is to provide leadership and support services for its component institutions

in the attainment of each component’s individual mission, including raising funds, managing endowments,

overseeing strategic planning and carrying out Board of Regents’ rules and policies.

Strategic Plan:

In 2009, the Board of Regents approved the

TTU System strategic plan, Leading the Way:

Vision 2020, outlining aspired progress for its

component universities through the year 2020.

Under the leadership of Chancellor Robert L.

Duncan, the strategic plan is reviewed and

updated annually. Philanthropy is a critical

element that will be included in the strategic

plan in 2016. The plan charts the future of the

TTU System and provides each institution with

necessary guidance to ensure continued

success in five priorities:

PRIORITY I: Increase Enrollment and Promote Student Success

We will grow and diversify our student population in order to improve higher education participation and

supply a well-equipped, educated workforce for the state of Texas.

PRIORITY II: Strengthen Academic Quality and Reputation

We will attract and retain the best faculty in the country in order to enhance our teaching excellence and grow

our number of nationally recognized programs.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 6

PRIORITY III: Expand and Enhance Research and Creative Scholarship

We will significantly increase the amount of public and private research dollars in

order to advance knowledge, improve the quality of life in our state and nation

and enhance the state’s economy and global competitiveness.

PRIORITY IV: Further Outreach and Engagement

We will expand our community outreach, promote higher education and

continue to deliver quality, affordable healthcare to under-served Texans in order

to improve our communities and enrich their quality of life.

PRIORITY V: Increase and Maximize Resources

We will increase funding for scholarships, professorships and world-class facilities

and maximize those investments through more efficient operations in order to ensure affordability for students

and accountability to the state of Texas.

Learn more about the TTU System’s strategic plan:

www.texastech.edu/vision-and-progress/strategic-plan.php

Office of Institutional Advancement

Responsible for all fundraising efforts throughout the TTU System, the Office of

Institutional Advancement works with communities, alumni and corporate partners

to raise private funds for student scholarships, faculty endowments, campus

construction and many other areas.

The office is managed by the Vice Chancellor for Institutional Advancement, which

consists of an executive leadership team and more than 140 development officers

and staff at all four component institutions. For the past ten years, the office has

raised more than $100 million annually.

Additionally, the office has helped the TTU System achieve two major capital

campaigns. A $500 million campaign was completed in 2001. More recently, the

TTU System’s largest and most successful fundraising effort, Vision & Tradition: The

Campaign for Texas Tech, surpassed its $1 billion goal nearly a year ahead of

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 7

schedule. The capital campaign, which concluded on Aug. 31, 2013, raised $1.069 billion with the support of

nearly 130,000 donors in all 50 states and in 41 countries.

Vision & Tradition: The Campaign for Texas Tech Campaign Launch Video:

http://www.give2tech.com/videos/vision-tradition-campaign-video/

Vision & Tradition: The Campaign for Texas Tech Campaign Completion Video:

www.give2tech.com/videos/celebrating-vision-and-tradition-the-campaign-for-texas-tech/

In FY2016, the department closed its second largest fundraising year in history, at $159.4 million. Under the

leadership of Chancellor Duncan, the TTU System is setting precedent for a truly donor-centric campaign. In

partnership with academic leadership, System administration will build and support philanthropic goals and

initiatives to meet visionary needs and change the world.

Texas Tech Foundation

The Texas Tech Foundation is recognized as a 501(c)(3) public charitable organization that partners with the

TTU System to raise, manage and invest private gifts that benefit all four component institutions. Through

their giving, donors make a lasting impact on the future of the TTU System and make it possible for each

institution to continue to address challenges facing Texas and the world through higher education,

healthcare, research and outreach.

The Texas Tech Foundation has a Board of Directors, which oversees the foundation and its investments on

behalf of donors and the universities it supports. Members meet quarterly and are led by an Executive

Committee and two standing committees, the Audit Committee and Board Membership and Development

Committee.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 8

Development Performance

Financial Resources

The annual budget of all components of the TTU System totals more than $2 billion.

The bond rating for the TTU System is AA1.

The endowment for the entire TTU System is more than $1.1 billion, with 48 percent held by the

Texas Tech Foundation.

The FY2016 budget for Institutional Advancement across the TTU System is more than $12 million.

An additional $1.5 million commitment will fund the first phase of growth with expectation for

continued investment.

The Role of Associate Vice Chancellor of Central Advancement:

The Associate Vice Chancellor reports directly to the Vice Chancellor for Institutional Advancement and

serves as a core member of the Vice Chancellor’s executive management team, providing innovative and

ambitious leadership for the TTU System’s Institutional Advancement activities. The AVC oversees and serves

as a system-wide expert related to annual giving, corporate and foundation relations, planned and major

giving.

The AVC also maintains close and collaborative working relationships with the President, Provosts, Deans,

and other TTU System leadership. In addition, the AVC is a seasoned fundraiser who can maneuver in a

$159.40

$148

$158.30

$139.10

$126.80

$0.00 $50.00 $100.00 $150.00 $200.00

FY 16

FY 15

FY 14

FY 13

FY 12

Total Funds Raised Annually

(in millions)

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 9

complex environment that is moving towards a more sophisticated, strategic, and best-practice

advancement model.

Overall, TTU IA has a staff of 145 in central advancement and across the component institutions and a

budget of more than $12 million across all institutions. Organizational charts can be found in the Appendix.

To achieve the ultimate level of success across the System’s component institutions, the AVC will cultivate a

personal reputation as a strong and well-regarded leader. Very early on, s/he is expected to develop a

disciplined planning process designed to instill a sharp, strategic, and cohesive mindset as it relates to

primary areas in central advancement frontline programs. The incoming leader must also recognize that

each component or “client” comprising the System requires a tailored and individualized approach based on

geography, mission-focus and donor base.

Opportunities and Expectations

Of the 4,495 private and public universities/colleges, only a small number have implemented more than one

$1 billion and higher campaigns.

Texas Tech University System (TTUS) is one of 86 that have implemented or are implementing

campaigns of $1 billion and higher.

Of the 86, 24 have implemented or are implementing a second campaign at $1 billion and higher.

TTUS was able to complete a $1 billion campaign less than 20 years into its fundraising career, a

remarkable feat that many much older institutions have yet to accomplish.

Across advancement, there are limited best-practice methodologies to assess philanthropic capacity and

scale-up sustainable advancement programs in these second mega-campaigns which strive for sustained

philanthropy. Therefore, it is critical that the System, university and advancement leadership fully understand

the program’s strengths and opportunities, examine the external environment and realign new and existing

resources to build sustainable long-term philanthropic success.

Upon arrival in early 2015, Vice Chancellor Calvert initiated an in-depth assessment, or philanthropic impact

study. The study serves as the foundation to build sustained philanthropy and manage future campaign

planning which will determine the size and scope of TTUS’s next campaign and its ability to achieve

campaign-like results.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 10

The managed process of a philanthropic impact study starts by organizing and meeting with senior IA

leaders one-on-one, all advancement staffers in small peer groups, Deans, key System/university/academic

administrators, Board of Regents, Texas Tech and Angelo State University Foundation Boards and select

campaign donors. The focus is to build collaborative partnerships and gain consensus for short-term

advancement strategies. At the end of the process, a summary report is completed that highlights agreed

upon short-term advancement strategies. It aligns university/academic leadership’s support of these

strategies and motivates and empowers the advancement team to implement them.

The study focused on the fundamentals required for philanthropic success: bold fundable ideas,

philanthropic capacity and infrastructure. While plan implementation is underway in all three areas, the

assessment of philanthropic capacity is moving quickly forward with two different capacity methodologies.

One analysis assesses current peer and aspirant benchmarking data including 30 years of gift data and 10

years of budgets. Initial findings suggest TTU System has philanthropic capacity of up to $2.5 billion. The

second type of analysis includes screening alumni and friends philanthropic capacity over a five-year period.

Based on the study’s interviews, Ms. Calvert and her leadership team have prioritized key initiatives and

identified timeframes to move forward in building infrastructure to support the identified philanthropic

capacity. To carry out these critical priorities, TTU System IA has engaged outside consultants who are

known experts in their respective fields to move toward building systems, procedures and policies to

support philanthropic growth.

In addition, TTU System CFO Jim Brunjes has invested in the infrastructure-building by assigning the System

Assistant CFO Chelle Hillis to Institutional Advancement to build financial systems while a sizeable

investment has been made in the System’s finances, operations and services. Even greater future investment

is possible with demonstrated success in the first phase of building a business of sustained philanthropy.

The incoming Associate Vice Chancellor will be joining the leadership team during a dramatic and pivotal

time in TTU System’s history. S/He needs to bring a track record of scaling up an organization that is

primed for and excited about unprecedented change and growth. S/He must be fearless in making tough

decisions and possess a solutions-oriented mentality, navigating in a complex, yet collaborative system.

The AVC’s initial goal will be to ensure that the TTU System is well-positioned to accomplish the following

key objectives:

Create a vision for a unified and comprehensive centralized advancement program, focused on

externally facing functions, befitting a national research university system and capable of providing

support to a growing team of over 140 in the midst of unprecedented change to build sustained

philanthropic growth.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 11

In partnership with the Vice Chancellor for Institutional Advancement, instill a culture of data-driven

annual and long term goal-setting, forecasting and reporting.

Increase efficiency, accuracy and productivity across all areas under his/her purview to support TTU

System’s goals and create a best-practice model.

Strive for a heightened level of donor satisfaction and set the stage for a higher volume of gift

activity.

Recruit, onboard, retain new hires as the System invests in new hires in key areas reporting to AVC.

Qualities & Qualifications

The Associate Vice Chancellor of Central Advancement (AVC) at Texas Tech University System Institutional

Advancement will oversee critical fundraising areas for a dynamic and fast-growing advancement operation.

Reporting directly to the Vice Chancellor, the AVC will oversee, coordinate and direct planned giving, annual

giving, corporations and foundations and regional programs. The AVC will manage a team of senior staff

who perform at the highest levels with sustained success in individual, corporate, foundation, planned giving

and regional activity for respective units working in close coordination with the university/unit development

officers, deans, department heads, and program directors to identify key initiatives for private funding.

The AVC of Central Advancement will create and manage a strong service orientation among centrally based

staff, universities and units and will encourage collaboration and cooperation across the advancement

enterprise. The AVC will manage a portfolio of gift prospects for the respective program areas and as a

member of the Vice Chancellor’s leadership team, will participate in setting the vision, direction and strategy

for the System’s institutional advancement operation in support of the four universities.

Critical Functions:

Demonstrated success in leading and motivating a complex team of advancement professionals.

Ability to develop and implement operational plans and policies that communicate the strategic

intent of Texas Tech University System and its component institutions to donors.

Proven ability to develop and implement solicitation strategies aimed at building relationships with

new corporate and foundation entities while maintaining and improving existing relationships.

Experience stewarding corporate givers and relationships with key foundations.

Proven ability to build communications strategy with corporate contacts in a way that recognizes

past and current commitments and fosters support for future efforts.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 12

Experience with supporting the annual giving team as it cultivates relationships with various internal

and external constituencies.

Ability to coordinate across multiple development areas to support the growth of annual giving

system wide.

Demonstrated ability to support individualized annual giving efforts for two universities and two

health science centers, including experience with grateful patient programs.

Experience with planned giving operations and an understanding of planned giving relationships,

metrics and critical functions for planned gifts.

Ability to build and continually develop regional advancement functions for a complex system,

including strategy, planning and implementation.

Experience in evaluating staffing, audiences, engagement, and overall effectiveness of regional

advancement programs.

Qualifications:

Bachelor’s degree plus eight years of professional experience in areas of increasing responsibility in a

higher education fundraising operation.

Team oriented, self-motivated, and results driven.

Exceptional interpersonal skills with proven ability to collaborate effectively with executive

leadership, deans, college heads, faculty, and staff.

Excellent verbal/written communication skills.

Proven organizational and project management skills in a fast-paced environment.

Strong commitment to personal and team development.

Ability and willingness to work evenings, weekends, and travel.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 13

The Community

Lubbock, TX:

Lubbock is home to a vibrant community of approximately 240,000. While remaining true to its rich

agricultural heritage, the culture of the city is thriving and has developed into the economic and medical

center of a 26-county region across the South Plains and Eastern New Mexico.

In a study released in 2014, Lubbock was eighth of 20 cities ranked as

best cities for quality of life based on factors such as work commute

time, health insurance coverage and unemployment rate, with Texas

Tech University being the largest employer in the region.

Newsweek has ranked Lubbock High School as one of the top schools in

the U.S. three years in a row for its unique International Baccalaureate

program, which is offered K-12 for Lubbock ISD students.

The Louise Hopkins Underwood Center for the Arts serves more than

300 artists and art organizations throughout the region and is the hub

for Lubbock’s First Friday Art Trail, which stretches across the downtown

area showcasing galleries, restaurants and businesses. The Lubbock

Symphony Orchestra, Ballet Lubbock and the Lubbock Chorale also

thrive in the city, along with several musical theatre groups.

The West Texas wine industry is emerging as a leader in the state with

five award-winning wineries located in Lubbock.

Lubbock has two private airports and an international airport, Lubbock

Preston Smith International Airport, which boasts minimal wait times and four commercial passenger

airlines.

Lubbock is the resting place of Buddy Holly, and his musical spirit lives on through several live

venues and music festivals that attract artists and fans from around the world. The United

Supermarkets Arena at Texas Tech University has hosted concerts showcasing top entertainers such

as George Strait, Taylor Swift, Paul McCartney, Elton John and many more.

The National Ranching Heritage Center is an accumulation of West Texas history over the past

several hundred years. The center has events year-round, group tours available and Christmas

programs. Lubbock also holds The Museum of Texas Tech and The Silent Wings Museum, which tells

the stories of a little-known group of World War II pilots.

Cotton remains the major crop of the region with 2-3 million bales of cotton produced annually in

an area considered the largest contiguous cotton-growing region in the world.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 14

Procedure for Candidacy:

Nominations, expressions of interest and applications must be submitted confidentially to the TTU System’s

consultant, LOIS L. LINDAUER SEARCHES, to the attention of Jill Lasman, Senior Vice President, at 617-

262-1102 or [email protected]. All inquiries will be held in confidence.

Candidates should provide a cover letter describing interest in and qualification for the position, along with

a résumé. All materials will be treated as confidential. Recruitment will continue until the position is filled.

Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academic

credentials for its candidates, and our clients frequently conduct background checks prior to finalizing an

offer.

For more information about the TTU System and the Office of Institutional Advancement, please visit

www.texastech.edu and www.give2tech.com.

As an EEO/AA employer, the Texas Tech University System and its components will not discriminate in its

employment practices based on an applicant’s race, color, religion, sex, national origin, age, disability, genetic

information or status as a protected veteran.

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 15

Setting the Standard in Development Search

420 Boylston Street, Suite 604, Boston, MA 02116

617.262.1102

www.LLLSearches.com

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 16

Appendix I

Robert L. Duncan

Chancellor of the Texas Tech University System

Robert L. Duncan became the fourth Chancellor of the Texas Tech University System

on July 7, 2014.

As Chancellor, Duncan is the Chief Executive Officer of the Texas Tech University

System, which includes four component institutions: Texas Tech University, Texas

Tech University Health Sciences Center, Texas Tech University Health Sciences

Center at El Paso and Angelo State University. He is focused on providing each

university with the resources needed to ensure the academic achievement of all students enrolled in the

system institutions. As part of his leadership, the Chancellor also works in both Austin and Washington, D.C.

to increase funding for all system institutions.

Before becoming Chancellor, Duncan served in the Texas Legislature for more than two decades. He was

elected to District 84 in the Texas House of Representatives in 1992. In 1996, he won a special election to

the Texas Senate, where he served until resigning to become Chancellor. During his time in the Legislature,

Chancellor Duncan was a champion for higher education, crafting the Texas Research Incentive Program, or

TRIP, which incentivizes giving to research priorities by providing state matching funds for qualified

investment.

While representing District 28 as State Senator, Duncan crafted major legislation impacting Texans and

served on three of the Senate’s most powerful committees: Finance, State Affairs and Budget Conference.

He served as president pro tempore of the Texas Senate during the 81st Legislative Session and served as a

member of the Senate Committee on Higher Education, the Education Committee and the Natural

Resources Committee. He was widely recognized as a leader in the Texas Legislature. Texas Monthly

magazine named Duncan to its ‘Ten Best List’ more times than any other member of the legislature.

Duncan also was a law partner at Crenshaw, Dupree and Milam in Lubbock for more than 25 years. He

advised clients in insurance law and commercial litigation, among many others areas of his legal practice,

and remains ‘of counsel’ for the law firm.

Duncan is a lifelong West Texan. He was raised in Vernon, Texas. He is the only son of five children born to

Frank L. Duncan and Robena Formby Duncan. Duncan and his family have a rich heritage with Texas Tech

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TEXAS TECH UNIVERSITY SYSTEM BACKGROUNDER | 17

University. His uncle, Marshall Formby, and cousin, Clint Formby, both served on the Texas Tech Board of

Regents.

Duncan received his bachelor’s degree in agricultural economics from Texas Tech University in 1976. While

completing his undergraduate degree, he served as the student body president. Duncan received his

doctorate of jurisprudence from the Texas Tech University School of Law in 1981.

Lisa Calvert

Vice Chancellor for Institutional Advancement

Lisa Calvert, who has led fundraising efforts at three universities for 30 years, began

her duties at Texas Tech in February 2015.

Previously, Calvert served as Vice President of Development at Purdue University.

During her tenure there, she reorganized the system’s development efforts to

increase the annual dollars raised from $200 million to $300 million, simultaneously

shifting the traditional mix of gifts toward more cash.

In accepting the role, Calvert said, “I am extremely excited about the opportunity to lead the institutional

advancement team and to work toward achieving the system's strategic goals. The Texas Tech University

System has enjoyed unprecedented fundraising success, and the system is positioned for even greater

accomplishments in the future under Chancellor Duncan's leadership.”

At Purdue, Calvert oversaw fundraising efforts that quickly resulted in the second and fourth most successful

years in school history, $298.8 million and $227.3 million, respectively, exceeding annual goals. Her

leadership also secured two of the largest donations in the institution's history: a $65 million gift in 2013

and a $61.2 million gift in 2012.

Her track record of success led to her being named as one of only 10 advancement officers from across the

country featured in a national study that became the basis for the book, “Making the Case for Leadership:

Profiles of Chief Advancement Officers in Higher Education.”

Prior to her time at Purdue, Calvert served as vice president of university relations at Creighton

University from 2003-2010. During her tenure there, her vision and leadership for Creighton's fundraising

campaign led the school to achieve its largest campaign goal more than a year ahead of schedule. In

addition, Lisa and her team received the prestigious 2007 and 2008 Council for the Advancement and

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Support of Higher Education Award for Overall Fundraising Performance for superior programming over a

three-year period.

Calvert holds a bachelor's degree in agriculture economics from Oklahoma State University and has

completed graduate work at Oklahoma State University and Wichita State University. Calvert also holds

leadership certifications from the University of Chicago's Booth School of Business and Harvard University.

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Appendix II - Organization Charts

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