ci foundation annual report 2014-2015

Annual REPORT 2014-2015C H A N N E LI S L A N D S

FOUNDATION

California StateUniversity

Dear Alumni, Donors and Friends,

As I reflect on the past academic year – and each year since CSU Channel Islands (CI) was founded – I’m extremely proud and gratified by all we have accomplished.

Thanks to your support, CI emerged from a handful of crumbling buildings to become a vibrant public university with 6,000 students and more than 10,000 graduates. Today, we have a beautiful campus and a growing number of new facilities, programs and amenities that enhance what we offer and enlarge our ability to serve the community. Very little of what we’ve accomplished would have been possible without your support. I’m inspired by your dedication and humbled by your generosity.

Our records for the 2014-2015 fiscal year show that 1,152 individuals contributed a total of 2,308 charitable gifts to the University. I’m especially pleased to report that we will increase the number of scholarships awarded by a phenomenal 72 percent this year due to increased philanthropic support. With nearly three-quarters of our students receiving financial aid, scholarships are critical to meeting the needs of those we serve.

As I prepare to retire this coming June, I’m filled with gratitude for what each of you has done to make CI what it is, and I’m filled with hope for the University’s bright future. When I think about what we do and how we do it, I realize how much CI has in common with the agricultural activity that borders our property. The fields – our campus and its offerings – must be enriched to support each new crop. The seedlings are our students. It takes many hands and perpetual nurturing to maintain growth and achieve potential. With proper care, we yield a bountiful harvest that nourishes all within our reach.

On behalf of the CSU Channel Islands Foundation Board and Chair George Leis, thank you for all you have done and will do to nurture CI in the years to come.

Sincerely yours,

Richard R. RushPresidentCSU Channel Islands

CI

CSU CHANNEL ISLANDS FOUNDATION ANNUAL REPORT 2014-2015 • PAGE 2

Cover photo: President Richard Rush with students at the groundbreaking

ceremony for Sierra Hall


DONORS 4 SAGE Publications 8 Joan and Dennis Gaiser 11 Cindy Wyels

5 Undergraduate Research 6-7 Faculty Project Updates 9 Scholarships 10 Business & Technology Partnership 12 Events 13 Donor Constituencies 14 Campus Update 15 A Look at Students

16 Lauren and Kevin Cruz 17 Distinguished Alumnus Award: Gary Cushing 18 Alumni & Friends Association 19 Endowment Report 20 Planned Giving Advisory Council 21 CI Impact 22-23 CI Foundation Board

TABLE OF CONTENTS“I’m a first-generation immigrant from Russia. I came here with my mother, and she was a single mom. I started doing undergraduate research as a freshman and loved it. Participating in research projects makes such a difference and really shows what CI students can achieve. So much has been given to me here at CI. I hope I can return one day and give it all back.” – Alina Matina, graduated in 2015 with a B.S. in Biology and a minor in Chemistry

View this video: go.csuci.edu/ugradresearch

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http://go.csuci.edu/ugradresearch

SAGE, a leading global publisher of academic and professional materials, began supporting CSU Channel Islands (CI) before

the University admitted its first student. In the years since, SAGE has sponsored CI’s SAGE Student Research Conference (2009-present), supported the President’s Dinner and provided internship opportunities for 275 CI students. The company, which is celebrating its 50th anniversary and several recent industry accolades, also pledged $100,000 this year to fund the University’s highest priority needs.

“We are extremely grateful for our partnership with SAGE and the ways it helps us enhance learning experiences for our students, many of whom would not have such opportunities otherwise,” said CI President Richard R. Rush. “SAGE plays a key role in helping our students expand understanding, build confidence, achieve success after graduation and solidify the desire to keep learning.”

The relationship between the two organizations is a natural one. Blaise Simqu, CEO of SAGE and a member of the CI Foundation Board, says that education is the common denominator, the thing both care about the most.

“My favorite statistic about CI is that 56 percent of the students

are the first in their families to attend college,” said Simqu. “This demonstrates what the University is doing for this area. It has given access to the world of education to a large group of people not born into that privilege.”

He describes the CI students he has observed as eager, appreciative and inspirational. Speaking specifically about student representation in the board room, he adds, “I’m struck by how bright and enthusiastic they are and how they feel about education. Seeing them gives me hope for the future. If this is the next generation, I feel good about the future of the world.”

In September 2015, Simqu and SAGE Founder and Chairman of the Board Sara Miller McCune spoke on campus about publishing in the digital age. McCune founded SAGE in 1965 and grew it into a global company. With main offices in five countries, SAGE publishes nearly 1,000 journals and over 800 books a year as well as a growing range of digital products. During the talk, she spoke candidly about her experiences and stressed the importance of staying relevant and accessible, even during periods of great change. Later, while discussing how the SAGE Undergraduate Research Conference benefits students in both academic and personal ways, McCune smiled and said, “That’s why we do what we do.”

“MY FAVORITE STATISTIC ABOUT CI IS THAT 56 PERCENT OF THE STUDENTS ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE. THIS DEMONSTRATES WHAT THE UNIVERSITY IS DOING FOR THE AREA.” – BLAISE SIMQU


SAGE Expands Student Horizons

DONORS

CURRENTLYEMPLOYS

11CI GRADS

“UNDERGRADUATE RESEARCH STRUCTURES YOU AND ALLOWS YOU

TO MOVE OUT OF YOUR COMFORT ZONE. TO THOSE WHO HAVE MADE

THIS OPPORTUNITY POSSIBLE, THANK YOU ISN’T EVEN ENOUGH. YOU’VE GIVEN ME THE OPPORTUNITY TO

LEARN AND GROW.”

– CORDELL TARRANT, STUDYING POLITICAL SCIENCE AND

INTERNATIONAL ECONOMICS

View this video: go.csuci.edu/ugradresearch


300+CI STUDENTS PARTICIPATE IN THE SAGE STUDENT RESEARCH CONFERENCE

AT CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS (CI), research opportunities aren’t limited to certain majors or graduate students. They’re available to everyone and integral to advancing CI’s mission. More than half of the University’s students will participate in research at some point during their time at CI.

“Faculty at CI aim to make undergraduate research an experience available to any student,” said Jason Miller, Senior Research Officer. “Participating in a research project gives individuals the opportunity to hone untapped skills and realize the value of their contributions. In the process, it has the power to turn an average or at-risk student into an honors student.”

Undergraduate Research Enhances Learning, Personal Development

UNDERGRADUATE RESEARCH

http://go.csuci.edu/ugradresearch

$100,000AWARDED TOWARDFACULTY PROJECTS

NURSING The Photovoice project, led by LaSonya Davis-Smith, D.N.P., A.P.R.N., F.N.P., not only

achieved its mission, it spurred a second project involving more than 50 CI students.Photovoice is a community partnership effort that allows individuals with limited

socio-economic power (due to poverty, language or other barriers) to express their concerns via photography and spur social change. CI students interviewed participants about their

photos, translated the content into English and created a video to communicate the findings.During the course of the project, Davis heard about a dilapidated trailer destined for a junk

yard. She immediately thought about creating a mobile clinic to address health concerns raised by the participants.

CI Nursing students not only raised funds for supplies and handled repairs, they recruited their peers in the Art department to paint murals on the trailer’s exterior. Davis secured a grant

for medical equipment. The clinic held its debut event in March 2015.

ENGLISH (2 PROJECTS) EARLY START PROGRAM: Stacey Anderson, Ph.D., led an effort to renovate the website that helps first-

year students assess their writing skills and select courses based on level of competency. The new site, which also functions on mobile devices, has received high marks for improved clarity and increased functionality. Users particularly like the ability to submit questions.

UNIVERSITY WRITING CENTER: Foundation funds allowed eight students who are tutors at CI’s University Writing Center to attend the 2015 Southern California Writing Centers Association Tutors Conference. The students gave two presentations at the event and learned new techniques to assist better the students they work with every day. Faculty attendees included project leader Kathleen Klompien, Ph.D.

MARKETINGDevised by Susan Andrzejewski, Ph.D., the inaugural CI Innovation Challenge provided an

opportunity for students to collaborate across academic disciplines and work together to solve a real-life problem. The event was a rally-style contest in which teams of students competed to assemble prototypes of the “house of the future.” Each team received the same set of materials,


In 2014, the CI Foundation awarded $100,000 to fund faculty projects that demonstrate a high degree of alignment with CI’s mission pillars and the greatest potential to enhance learning opportunities. This spread features updates on several projects funded during the academic year.

FACULTY PROJECT UPDATES

PHOTO COURTESY OF VENTURA COUNTY STAR

and efforts were assessed on process, diversity of participants and project outcome. Designs focused on maximizing use of living space and increasing

sustainable practices.

ARTProfessor Aldo Figueroa, M.A., established a 3D printing design studio within

CI’s Art department. Foundation funds provided equipment, including the best 3D printer available. The studio, or “FabLab,” allows students from disciplines,

such as ceramics, graphic design, sculpture and animation, to enhance innovation. The 3D items inspire many viewers to experience the designs through touch. One of

the 18 items Figueroa’s students submitted to this year’s CI art show was so enticing that the artist, fearing damage, felt the need to remove it!

BIOLOGYFoundation support allowed students to conduct original research on the respiratory

capacity of Baleen whales. In addition to presenting their findings at CI, students submitted three abstracts for the 2015 Society of Marine Mammalogy Conference. This

is an international event attended by more than 2,000 of the field’s top scientists. The CI research project was led by Rachel Cartwright, Ph.D., and Cori Newton, Ph.D.

COMMUNICATIONNancy Chen, Ph.D., and Christina Smith, Ph.D., created a virtual learning community through

the newly developed CI Dolphin Radio station. Foundation funds enabled them to pay two former journalists to train students in storytelling and radio production. Students then created

podcasts designed to benefit and engage their peers and the greater community. Podcast topics included financial literacy, health services available to CI students, and the CI 2025 growth plan.


FACULTY PROJECT UPDATES

DENNIS AND JOAN GAISER got involved with CSU Channel Islands (CI) in 1999 through friends who were founding members of the President’s Circle. Inspired to support the cause, the Gaisers made a financial contribution and have one of the original dedication bricks placed on campus. They have supported the University ever since, and Dennis served on the Foundation Board from 2005 to 2011.

Over time, the Gaisers became more and more dedicated to scholarships, and initiated their own five-year scholarship in 2006.

“Joan and I are college graduates and know how challenging it can be,” says Dennis. “My own degree in Electronics Engineering from Cal Poly San Luis Obispo helped me immensely in our past family-owned business. Both of our sons have college degrees, and one of them graduated from CI. We feel extremely fortunate to have had the chance to get an education. By continuing to share our success through scholarships, we extend that opportunity and make a difference for these students.”

The Gaisers find great inspiration in the letters they receive from

scholarship recipients. “We feel such pride and appreciation when we read the letters, and it feels good to know you’re a part of others’ success,” says Dennis. “When you understand the power of your gift – both in terms of the individual and the impact on a young and growing university – your desire to continue giving is strong.”

Higher education is important to Joan and Dennis not only for its academic merit. “We know how important it is for most people to obtain a degree,” says Dennis. “Education allows the individual to move ahead so much faster because many of life’s surrounding issues have been presented during the course of the college experience.”

While the Gaisers focus most of their attention on scholarships and providing opportunities for individual students, they think broadly about the University’s overall impact. “CI enhances opportunities for everyone here,” says Dennis. “Its graduates support existing businesses and create new ones. Activities like the speaker series enhance understanding and enlarge our perspective. As CI matures and grows, its influence will continue to expand. Its value is immeasurable.”

“BY CONTINUING TO SHARE OUR SUCCESS THROUGH SCHOLARSHIPS, WE EXTEND THAT OPPORTUNITY AND MAKE A

DIFFERENCE FOR THESE STUDENTS.” – DENNIS GAISER


Sharing Our Success

DONORS

More than 200 scholarship recipients met their donors at a reception on campus.


SCHOLARSHIPS

$2,774,480 IN GIFT COMMITMENTS TO

SUPPORT STUDENT SCHOLARSHIPS WERE MADE IN 2014-2015

BUSINESS & TECHNOLOGY PARTNERSHIP

SINCE 2005, the Business & Technology Partnership (B&TP) has provided over

$162,500 in scholarships to 58 students transferring to CSU Channel Islands (CI) from community colleges or who are CI juniors or seniors studying business, math or science.

The B&TP unites the University and local companies to promote technological excellence at CI that benefits both the campus community and the region’s economy.

B&TP EXECUTIVE COMMITTEE• Keith Gunther, Chair• Paul Chancellor • William Cordeiro• Wayne Davey• Carrick DeHart• Tom Froelich

• Greg Hayward• Paul Meyer• Mel Sheeler• Michael Soltys• Peter Wollons


A LOOK BACK AT THE PAST TEN YEARS OF B&TP LEADERSHIP AWARDEESBUSINESS & COMMUNITY

LEADER OF THE YEAR 2005

John Philpott, Kreido Biofuels 2006

T. Michael Murray, St. John’s Regional Medical Center/

St. John’s Pleasant Valley Hospital2007

Tim Gallagher, Ventura County Star 2008

Ruby Oertle, Capistrano’s Restaurant & Catering,

Matisse Restaurant & Catering2009

Harold Edwards, Limoneira Company 2010

Carl F. Wesely, Wesely Thomas Enterprises Inc.

2011George S. Leis,

Pacific Capital Bancorp2012

Ronald C. Werft, Cottage Health Sytem

2013Ann Deal, Fashion Forms

2014Christine Garvey, Retired

Banker & Lawyer2015

Christopher Meissner,Meissner Filtration Products Inc.

TECHNOLOGIST LEADER OF THE YEAR

2005 Dr. Tim Osslund, Amgen

2006Dr. James J. Harber,

Central Coast Biotech Center2007

Dr. David Banks, Naval Base Ventura County

2008Fred Kavli, The Kavli Foundation

2009Paul M. Glenney, AeroVironment Inc.

2010 Peter B. Wollons,

Airborne Technologies Inc.2011

Umrao Mayer, Zindagi Games2012

Casey Houweling,Houweling’s Tomatoes

2013Steven H. Gill,

Gills Onions LLC2014

Sieg Borck,Hi-Temp Insulation, Inc.

2015Lynda Weinman, Lynda.com

FACULTY LEADER OF THE YEAR

2005 Ching-Hua Wang, Ph.D., M.D.

Professor, BiologyIvona Grzegorczyk,Ph.D., Professor, Mathematics

2006Philip D. Hampton, Ph.D.,

Professor, Chemistry2007

William P. Cordeiro, Ph.D., Director, Martin V. Smith School of Business & Economics; Professor, Management

2008Geoff Dougherty, Ph.D., Professor, Physics

2009Andrzej (A.J.) Bieszczad, Ph.D., Associate

Professor, Computer Science2010

Paul A. Rivera, Ph.D., Associate Professor, Economics

2011Kathryn Leonard, Ph.D.,

Assistant Professor, Mathematics2012

Blake Gillespie, Ph.D., Associate Professor, Chemistry

2013Cynthia Wyels, Ph.D., Professor,

Mathematics2014

Karen Jensen, R.N., Ph.D.,Professor, Nursing

2015Priscilla Liang, Ph.D.,

Associate Professor, Finance

DONORS

Professor Cindy Wyels Expands Commitment to CI


CINDY WYELS, Ph.D., Professor in CSU Channel Islands’ (CI) Mathematics department, came to CI in 2005 eager to

improve local access to higher education – particularly for historically underrepresented populations. In addition to her teaching and research, she has collaborated to bring in more than $7 million in federal grants to CI and another $8 million to the CSU system, developed and led programs to foster student success in science, technology, engineering and math (STEM), taken on leadership roles in faculty governance, and serves as the faculty representative on the Foundation Board in 2015-2016.

Her dedication to teaching was evident from the start, but Wyels said she didn’t make financial contributions to the University right away.

“My upbringing and personal philosophy have led me to donate to various organizations for decades, yet initially my attitude was, ‘I donate tons of overwork to CI and our students; I don’t need to contribute financially,’” says Wyels. “However, after a couple of years I started giving to specific programs at CI when I realized how critical private giving was to so many things I value, including scholarships.”

Attending CI’s Business & Technology Partnership events, and

witnessing the positive impact of student participation in things like undergraduate research and conferences expanded Wyels’ understanding of the importance of philanthropy to CI and are among the factors that compelled her to increase her contributions. Today, she views ongoing support of CI as a natural extension of her priorities.

“The students are a huge source of inspiration, of course,” says Wyels. “Seeing their intellectual and personal growth gives me great joy, as does hearing about their lives post-graduation. I love seeing students help one another, too. That collaboration and mutual support sustain many during times of trial.”

Wyels’ passion for assisting those from underserved populations grows with each passing year. “These students arrive at CI not knowing about most career possibilities,” she says. “Frequently, they don’t recognize their own talents or potential. Providing them with the means to participate in things like extensive research projects allows us to show them possibilities they couldn’t have imagined. Those of us working with them become not just research advisors, but mentors and advocates. I am privileged to carry out my role.”

“... I STARTED GIVING TO SPECIFIC PROGRAMS AT CI WHEN I REALIZED HOW CRITICAL PRIVATE GIVING WAS TO SO MANY THINGS I VALUE, INCLUDING SCHOLARSHIPS.” – CINDY WYELS

ON Oct. 30, 2014, retired U.S. Supreme Court Justice Sandra Day O’Connor spoke at CSU Channel Islands (CI) about civic engagement, democracy and her life experiences in a presentation entitled “Democracy in the Digital Age.” The first woman to serve on the Supreme Court, O’Connor engaged a capacity crowd with reflections on her career and the challenges she faced. She also discussed her passion for helping youth understand our system of government and how her nonprofit organization iCivics fosters civic engagement.

Among the challenges she described, O’Connor relayed her experience finding a job after graduating from Stanford with a law degree. At least 40 law firms refused to interview her because she was a woman. She eventually found employment as a deputy county attorney after offering to work for no salary and share space with a secretary.

Having the opportunity to see a historical icon

“AS A STRONG SUPPORTER OF EDUCATION AND A LIFE- LONG LEARNER, I WAS HONORED TO BE INVOLVED WITH THIS EVENT, AND GIVE THE STUDENTS OF CSUCI THE OPPORTUNITY TO HEAR FROM THE JUSTICE. SEEING YOUNG PEOPLE ENGAGED IN THIS WAY IS EXACTLY WHAT THE ICIVICS MISSION STRIVES TO ACCOMPLISH.” – RALPH IANNELLI, CI FOUNDATION BOARD MEMBER


CI Hosts Supreme Court Justice Sandra Day O’Connorand hear a firsthand account of her persistence had a profound impact on students, some of whom were able to meet her prior to the presentation.

“It was an honor to sit down with an individual who has been an inspiration for myself and many students,” says Sara Sanders, a Political Science and History double major. “Justice O’Connor showed us the importance of determination and that it is possible through perseverance to achieve anything you want.”

Another student, John Butzer, agrees. “I would be hard-pressed to think of a more incredible public servant that I and my fellow Political Science students admire more,” he says. “Her service and dedication to our country and its legal system serves as an inspiration to us, and hearing her speak has affirmed my decision to dedicate my life to public service.”

The event was made possible by Ralph Iannelli, Board Member for both CI Foundation and iCivics.

EVENTS

“IT WAS TERRIFIC TO BE PART OF JUSTICE O’CONNOR’S VISIT TO CI. SHE WAS CLEARLY ENERGIZED BY THE INTERACTION WITH AN ENGAGED AND WELL-INFORMED AUDIENCE. IT’S A PLEASURE TO INTERVIEW HER, THOUGH I END UP BEING THE STRAIGHT MAN FOR HER WIT. ALONG WITH THE AUDIENCE, I ALWAYS LEARN ANOTHER SURPRISING FACT ABOUT HER HISTORIC CAREER. CI WAS AN OUTSTANDING HOST.” – KATHLEEN SMALLEY, EVENT MODERATOR AND FORMER LAW CLERK FOR JUSTICE O’CONNOR


DONOR CONSTITUENCIES

$822,499 105 CORPORATIONS

$63,599OTHER

ORGANIZATIONS

Donor Constituencies

$40,332559 ALUMNI

$62,800102 FACULTY

& STAFF

$4,507,244491 FRIENDS$890,787

13 FOUNDATIONS

2014-2015 TOTAL GIFT COMMITMENTS – $6,387,261

CAMPUS UPDATE

Sierra Hall & Santa Rosa Housing“These new facilities will greatly enhance CI’s evolution as the nation’s fastest-growing public university. It greatly increases CI’s capacity to serve students, provide a first-rate living/learning experience, and nurture the workers and leaders who will enrich our community for generations to come.”

– PRESIDENT RICHARD RUSH

FRESHMEN STUDENTS SLATED TO RESIDE IN SANTA ROSA HOUSING600

ACADEMIC PROGRAMS HOUSED IN SIERRA HALL:ANTHROPOLOGY COMPUTER SCIENCE ENVIRONMENTAL SCIENCE & RESOURCE MANAGEMENT PHYSICSPSYCHOLOGY

5


ACADEMIC PROGRAMS HOUSED IN SIERRA HALL:ANTHROPOLOGY COMPUTER SCIENCE ENVIRONMENTAL SCIENCE & RESOURCE MANAGEMENT PHYSICSPSYCHOLOGY

A LOOK AT STUDENTS


56%FIRST-GENERATIONCOLLEGE STUDENTS

73% RECEIVE FINANCIAL AID

5,786ANNUALIZED HEADCOUNT

5,042 FULL-TIME EQUIVALENT

96% UNDERGRADUATES1% GRADUATES

3% OTHER/POST-BAC

HISPANIC/LATINO(A) 45.25%

WHITE 34.73%

UNKNOWN 6.58%

ASIAN 5.38%

AMERICAN INDIAN OR ALASKA NATIVE 0.45%NON-RESIDENT ALIEN 0.24%NATIVE HAWAIIAN OR OTHER PACIFIC 0.14%

TWO OR MORE RACES 4.6%

BLACK OR AFRICAN AMERICAN 2.64%

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LAUREN & KEVIN Cruz

Creating a Community CornerstoneKEVIN CRUZ AND LAUREN (WEST) CRUZ (B.A. Business `08, both) met

at CSU Channel Islands (CI) and had several classes together before acting on their mutual attraction.

Lauren invited Kevin to a party after finals and he accepted. “He had a chance to see me outside the know-it-all from class, and I was able to see his less serious side,” says Lauren. The couple began dating after that and married in August 2014.

Today both are attorneys and strong supporters of CI. Kevin is Vice President/Legal Counsel, Securities & Financial Regulations, for PennyMac in Moorpark, and Lauren is Associate, Securities & Class Action Litigation, for Sullivan & Cromwell in Century City. Kevin joined CI’s President’s Circle in 2012 and Lauren in 2013.

The Cruzes grew up in Ventura County and say they feel very fortunate to have attended CI. In the years since graduation, they have retained strong ties to the community and an earnest desire to see their alma mater prosper.

“We take pride in our contributions to CI and the greater Ventura County area,” says Kevin. “We want to see the community succeed, which is directly related to the support of those with the potential to make the biggest impact. Ventura County needs a cornerstone like CI to foster relationships with local businesses, high schools and other professionals who can contribute to the advancement of our young people.”

The Cruzes attend as many CI events as possible, and Kevin mentors a recent graduate who shares a similar passion for business and the law.

Speaking of her husband’s commitment to the University, Lauren says, “Kevin is so dedicated to CI’s mission statement that he often dreams of being an adjunct professor one day.”


ALUMNI

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CSU CHANNEL ISLANDS FOUNDATION ANNUAL REPORT 2014-2015 • PAGE 16 CSU CHANNEL ISLANDS FOUNDATION ANNUAL REPORT 2014-2015 • PAGE 17

CAMARILLO CHAMBER OF COMMERCE CEO and local business owner Gary Cushing is the 2015 recipient of CSU Channel Islands’ (CI) Distinguished Alumnus Award. The annual award recognizes an alum who has had success in his or her career field, is active in the community and contributes time, talent and other resources back to CI.

Cushing, who started his career as a teen busboy and worked his way up to ownership of four Marie Callender’s restaurants, didn’t attend CI until his early 50s. He graduated

in 2010 with a degree in political science and continued on to obtain a master’s degree in public policy from California

Lutheran University.“This award is very special to me,” says Cushing. “I

always dreamed of going to college, but the distance from my options made it too difficult to balance work

and family. When CI was built and President Rush – one of our frequent patrons – encouraged me to attend,

it opened up new vistas of opportunity. I am humbled to be among those who have received this honor.”

ALUMNI

GIVING $13,525 2012-2013

$21,967 2013-2014

$40,322 2014-2015

10,000 ALUMNI

ALUMNI & FRIENDS EXECUTIVE TEAM• Gary Cushing – President• Brandon Blake – Vice President • Allison MacDonald – Treasurer• Melody Kimball – Secretary• Gary Wartik – Immediate Past President


DODGER DAY 2014

1,024 ATTENDEES

1,075A&FA MEMBERS

ALUMNI & FRIENDS ASSOCIATION

THE ALUMNI & FRIENDS ASSOCIATION exists to establish traditions, engender loyalty, and build relationships among

University students, alumni and friends throughout the community. The Alumni & Friends Endowed Student Scholarship is awarded

to students who demonstrate both academic achievement and community involvement through civic engagement. The award is given to one undergraduate and one graduate student each year. The A&FA believes in providing opportunities for future alumni to succeed now and in years to come.

2014 Awardees: Gabriela Garcia Alvarez and Christopher Walsh 2015 Awardees: Tammy Gilkey and Gabriel Guillen


ENDOWMENT REPORT

AT CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS we are proud of our foundational efforts to build California

State University’s newest campus, and of our ability to be responsive to our region in a challenging economic climate. As support from the state continues to decline, private support becomes more essential to providing an exceptional education to CI students.

The CI Foundation manages endowment funds for the purpose of generating income from gifts invested at CSU Channel Islands. As of June 30, 2015, the Foundation’s endowment had a value of $13.1 million. The Foundation’s total assets at that date were $22 million.

The CI Foundation Finance Committee, which is comprised of Foundation Board members, is responsible for the oversight of the endowment portfolio. This group sets investment objectives policies and selects advisors to direct these investments. Since 2005, the investments overseen by the Finance Committee have earned an annual rate of return of 6.40 percent.

ENDOWMENTVALUE 2015

$13.1 MILLION

Investing for Student Success

MILLIONS15

10

5

2008 to 2015


PLANNED GIVING ADVISORY COUNCIL

$3,309,000TESTAMENTARY COMMITMENTS

FOR 2014-2015

PGAC ADVISORY BOARD• Scott Hansen, Co-Chair• Robert Kulle Jr., Co-Chair• John Andersen• Patrick Ariniello• Libby Barrabee• Ryan Bristol

• Robert England• John Jacobs• Daniel Lorenzen• David Shea• Brad Stark

THE CI PLANNED GIVING ADVISORY COUNCIL (PGAC) is a volunteer group of local, highly reputable financial planners, attorneys, and

CPAs. The PGAC was established to create and direct CI’s Planned Giving Program. Council members also help establish beneficial partnerships and secure planned gifts that advance the University’s mission, enhance program offerings and encourage innovation.

THE CI LEGACY SOCIETY honors those who have decided to contribute to CI by including the University in their

estate plans. Members want to see CI succeed both now and in the future as a result of their legacy giving. Their support will help build a foundation for CI to build upon and impact students and the community for many years to come.

LEGACY SOCIETY LUNCHEON

CI IMPACT


MORE THAN

$48.8 MILLION OF THE EARNINGS BY

ALUMNI FROM CI ARE ATTRIBUTABLE TO THEIR DEGREES, WHICH CREATES AN

ADDITIONAL

$302.5 MILLION OF INDUSTRY ACTIVITY THROUGHOUT

THE STATE.

SERVING COMMUNIT Y, LEARNING THROUGH EXPERIENCECommunity has always been important to CI. That’s why we build strong partnerships

with businesses and community members throughout our region. Students benefit by receiving real-world experience in the form of internships, undergraduate research projects and service-learning opportunities. Likewise, their talents and hard work improve the community.

33,218HOURS OF SERVICE-LEARNING WORK PERFORMED BY CI

STUDENTS

60COMMUNITY PARTNERS

INVOLVED INSERVICE LEARNING

141STUDENTS ENGAGED IN COMMUNITY

INTERNSHIPS THROUGH THE HLI* SINCE 2012*Henry L. “Hank” Lacayo Institute for Workforce & Community Studies


CI FOUNDATION BOARD

Robert EnglandPartner,

Ferguson, Case, Orr, Patterson LLP

Christine GarveyRetired Banker

and Lawyer

Mark Hartley*Co-Owner,

Fitzgerald Hartley Company

Ralph Iannelli Jr.President & CEO,

Essex Capital Corp.

George Leis*Chair

National Head of Private Banking,

Union Bank

Larry HibblerSecretary

Owner & President, Simi Valley Ford

Janet GarufisVice Chair

President & CEO, Montecito Bank

& Trust

Edward Birch Ambassador, Union Bank

Hugh Cassar President & CEO,

Kretek International

Ann DealCEO,

Fashion Forms

Henry DubroffEditor,

Pacific Coast Business Times

The mission of the CI Foundation is to support the University's strategic agenda and institutional mission. The Foundation is the catalyst and conduit through which gifts and endowment income flow to provide immediate and long-term support of the University. Board members give generously of their time, talents and finances to see the mission of CI become a reality in the lives of our students. During fiscal year 2014-2015, financial contributions made by the Board more than doubled those of the previous year.

*CSU Channel Islands Robert J. Lagomarsino Award recipients


CI FOUNDATION BOARD

Hank LacayoPresident,

Congress of California Seniors

Douglas McRaeFinancial Consultant

Chris MeissnerPresident,

Meissner Filtration Products Inc.

Lon MortonCEO & Co-Chief

Investment Officer, Morton Capital Management

John NotterProprietor,

Westlake Village Inn

Diane PalumboCorporate Vice

President of Human Resources, MannKind

Corporation

Emilio PozziPresident,

American Tooth Industries

Blaise SimquPresident & CEO,

SAGE Publications Inc.

Peter WollonsPresident & CEO,

Airborne Technologies Inc.

Zohar ZivRetired COO,

Deckers Outdoor Corporation

Scott ZolkePartner,

Loeb & Loeb LLC

Claudio PaivaFaculty Representative Professor, EconomicsCSU Channel Islands

Sara SandersStudent Representative

Political Science and History major

CSU Channel Islands

William Kearney*Sr. Vice President,

Merrill Lynch

Richard RushPresident,

CSU Channel Islands

Mission StatementPlacing students at the center of the educational experience, California State University Channel Islands provides undergraduate and

graduate education that facilitates learning within and across disciplines through integrative approaches, emphasizes experiential and service learning, and graduates students with multicultural and international perspectives.

Division of University Advancement805-437-3701

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• The Chronicle of Higher Education names CI as the fastest-growing public university offering degrees up to a master’s in the U.S.

• CI earns national recognition as a top “Best Bang for the Buck” university in Washington Monthly’s 2014 College Rankings.

• CI is named to the President’s Higher Education Community Service Honor Roll for the fifth consecutive year.

• CI is ranked 19th among the top 50 colleges for Hispanic students by the Hispanic Association of Colleges and Universities (HACU).

• CI is ranked in the 2015 Military Advanced Education Guide to Colleges & Universities as a top school for student veterans for the fourth year in a row.

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ci foundation annual report 2014-2015

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