development and campaign update board of trustees strategic planning meeting june 3, 2009

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Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

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Page 1: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

Development and

Campaign Update

BOARD OF TRUSTEESStrategic Planning Meeting

JUNE 3, 2009

Page 2: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

General Slide Title HereGeneral Slide Title Here

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University Advancement UpdatesUniversity Advancement UpdatesScholarship Appreciation Reception – Spring 09

Page 3: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

GIFTS BY CAMPAIGN PRIORITY: July 1, 2004 – May 18, 2009

Campaign Total: $38,651,399* $3M College of Business Campaign gifts NOT included** Includes designations to all campaign priorities

Campaign ProgressCampaign Progress

Page 4: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

GIFTS BY GIFT TYPE: July 1, 2004 – May 18, 2009

Campaign Total: $38,651,399

Campaign ProgressCampaign Progress

Page 5: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

GIFTS BY CONSTITUENT TYPE: July 1, 2004 – May 18, 2009

Campaign Total: $38,651,399

Campaign ProgressCampaign Progress

Page 6: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

MAJOR CAMPAIGN SUPPORT AND IMPACT TO DATE

Campaign ProgressCampaign Progress

• 46 – Gift commitments of $100,000 or greater

• 7 – Gift commitments of $1 million or greater

• 35 – New endowment funds in UWF Foundation

• $9.1 million in anticipated state matching funds

Page 7: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

Maritime Museum ProgressMaritime Museum Progress

CAMPAIGN PROGRESS

Gifts & Pledges Rec’d: $ 4,455,562

Outstanding Pledges: $ 744,972

Verbal Commitments: $ 30,000

State Match Potential: $ 5,230,533

Campaign Total: $ 10,461,067

MARITIME MUSEUM SPECIAL REQUEST

• Maritime Museum included in Senator Nelson’s list of special

appropriation requests in the amount of $1 million.

• Funds will be used for the Education Center and related educational

programs to engage K-12 students in 21st century learning.

Page 8: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

• Established in honor of Gilbert Freeman who had a passion for education and provided many academic and arts scholarships across the country throughout his lifetime.

• Gift will fund need-based scholarship support for UWF students who are currently serving as student ambassadors.

• Named through Ken & Missy Grace who are happy to continue Gilbert’s commitment to education locally with this gift.

Gilbert & Kelly FreemanScholarship EndowmentGilbert & Kelly FreemanScholarship Endowment

GILBERT & KELLY FREEMAN FOUNDATION GIVES $50,000 FOR SCHOLARSHIPS

Page 9: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

David H. Levin MemorialScholarship EndowmentDavid H. Levin MemorialScholarship Endowment

• Established in memory of David H. Levin, long-time Pensacola community leader and attorney; passed away January 2002.

• Gifted through a charitable remainder lead trust in Mr. Levin’s estate.

• Gift will fund need-based scholarship support for UWF students.

• Estimated endowment will be $75,000.

Page 10: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

Johnson Scholarship Foundation ChallengeJohnson Scholarship Foundation Challenge

CHALLENGE DETAILS

The Johnson Scholarship Foundation has pledged over five years a $600,000

endowment gift to the UWF Foundation to challenge others to gift at least

$1 million in scholarship endowment at UWF for need based student scholarships.

THE UWF COMMITMENT

UWF must raise $1 million in need based scholarship endowments over the five

year period.

PROGRESS TO DATE – May 18, 2009

$437,215

Page 11: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

Johnson Scholarship Foundation Board Visit to UWFJohnson Scholarship Foundation Board Visit to UWF

Page 12: Development and Campaign Update BOARD OF TRUSTEES Strategic Planning Meeting JUNE 3, 2009

General Slide Title HereGeneral Slide Title Here

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Impact of GivingImpact of Giving

ASHLEY BURTON, ‘11

•Sophomore majoring in hospitality, recreation and resort management.

•One of 428 UWF students who received the First Generation Scholarship during the spring 2009 semester.

•One day hopes to establish a scholarship fund of her own for UWF students who come from low socio-economic backgrounds with a big dream for their future.

“My mother, a single mother from a family of single mothers, has always instilled in me the value of an education. As the first in my native Floridian family to attend college, I am an inspiration to my family, proving that you can do anything if you just dream big enough. ” – Ashley Burton