development and gift planning services center for ... · fy 13-14. fy 14-15. fy 15-16. millions....
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Development and Gift Planning ServicesCenter for Enhancing Philanthropy
Philanthropy’s Impact
Development and Gift Planning Services
Center for Enhancing Philanthropy
$1,263 $1,230
$1,730
$1,262
$800 $819
$1,069 $855
$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
$1,600
$1,800
$2,000
FY2012 FY2013 FY2014 FY2015
Mill
ions
Collective Results University of Texas Institutions FY2012-FY2016
Overall Giving Cash Received
79,141 71,782 75,104 77,409
140,720 138,817168,114
187,570
0
50,000
100,000
150,000
200,000
250,000
300,000
FY 2012 FY 2013 FY 2014 FY 2015
Collective Results University of Texas Institutions - Individual Donors FY2012-FY2016
Alumni Donors Other Individual Donors
Development and Gift Planning Services
Mission is twofold:• To support the UT institutions and their philanthropic
endeavors, providing expertise and assistance in managing complex gift opportunities
• To seek support for the Chancellor’s initiatives and to build and strengthen relationships while promoting a greater understanding of the UT System’s impact across the state
Gift Acceptance
• Regents’ Rule 60101: Acceptance and Administration of Gifts
• UTS 138 Gift Acceptance Procedures
• Agreements – a necessary evil
• Approvals – Nonconforming vs. Conforming
459555 593 628 589
752815 841
931996
0
200
400
600
800
1,000
1,200
FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16
Endowments Established SABER Gift Items
459 555 593 628 589
10,041 10,584 11,215 11,837
12,434
$5.61b$5.99b
$6.77b $6.77b $6.99b
$0b
$1b
$2b
$3b
$4b
$5b
$6b
$7b
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16
Billi
ons
New Endowments Total Endowments Market Value
Endowment Administration
Academic Positions
22%
Student Support
49%
Program & Research Support
29%
Endowment Purposes
Others$1.19 B
Board-held$6.77 B
UT Affiliate-held
$1.36 B
Market Values
Endowment Compliance• Risk assessment
• Monitoring plan• Inappropriate expenditures• No expenditures*• Excessive accumulations*• Fully-funded endowed academic positions unfilled for 24 months or longer*
• Training
• Reporting*Without justifiable reasons
Non-Cash Assets• Securities
• Real Estate
• Mineral Interests
• Works of Art
• Closely-held Business Interests
• Other assets417 521 688 741 830
$27.2m
$40.5m
$104.3m
$51.5m
$84.6m
$0m
$20m
$40m
$60m
$80m
$100m
$120m
0
100
200
300
400
500
600
700
800
900
FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16
Mill
ions
Number of Stock Gifts Stock Gift Value Total
Gifts of Securities
Naming Policy - Regents’ Rule 80307• Prominent Facilities and Prominent Programs• Less Prominent Facilities and Less Prominent Programs• Naming of Streets• Honorific • Gift Related• Corporate• Approvals
Planned Giving• Wills and Bequests
• Charitable Remainder Trusts Held and Administered by the Board
• Charitable Trusts Held and Administered by External Trustees
• Life Insurance Administration
• Remainder Interests in Real Property with retained Life Estate
• Gifts of Non-Cash Assets
3643
51 48 46
29 32
44
3022
39
20
7
16
0
10
20
30
40
50
60
FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16
Estates Trusts IRA/Life Insurance
$34m
$12m
$4m
$23m$21m
$11m
$3m
$9m
$19m
$25m
$70k $1m $2m $2m $1m$0m
$5m
$10m
$15m
$20m
$25m
$30m
$35m
$40m
FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16
Mill
ions
Estates Trusts IRA/Life Insurance
Estate, Trust, and IRA/Life Insurance Administration
53 51 58 47 46
$26.8m
$27.2m
$28.6m
$25.7m
$26.2m
$24m
$25m
$25m
$26m
$26m
$27m
$27m
$28m
$28m
$29m
$29m
0
10
20
30
40
50
60
70
FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16
Mill
ions
Total Accounts Held Market Value
Board-Held Charitable Remainder Trusts
Development Operations• Online Resource Guide
• Acknowledgements for extraordinary philanthropy
• Voluntary Support of Education Survey (VSE)
• Records Management
• Repository for endowment files; online access
• Raiser’s Edge and NetCommunity
Chancellor’s Council• Chancellor’s Council Executive Committee
• Centurions
The University of Texas Foundation• Charitable gift annuities
• Gifts specifying 501(c)3 designation
(grants, matching gifts, other gifts)
• Donor advised funds
• Special endowments
• Unconventional gifts
Center for Enhancing Philanthropyutsystem.edu/cep
Talent Management
Advancement Academy
Assessments and Analysis
Philanthropy and Strategic Priorities
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Assessments and Analysis
• System wide – BOR and Chancellor Reports
• Strength in Numbers
• Funding Development
• Institutional – Development Review
• Action Plans – Customized plans – organizational, program specific, metrics
22
- Redacted
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- Redacted
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- Redacted
Advancement Academy
• Professional Development
• First in the nation
• Invitation only
Fundraising professionalsBest of the best,
Rising stars, New to fundraising
Learning Curriculum
Track ManagersSubject Experts
Adult Learner PrinciplesDelivery Methodology
Learning Locations
Best PracticeBehavior Changes
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Constituent Relations
Advancement Services
Leadership and
Management
Major and
Principal Gifts
Annual Giving and
Alumni
27
Alumni Relations ProgramsAnnual Giving Social Media Programs Marketing/Communications
StrategyBest Practice/SkillsPlanned Giving Corps/FoundationsDeans and Faculty
StewardshipAdvisory Boards/VolunteersResearch/AnalyticsEventsGift Receipting Data, Records, Reports
Strategic PlanningMetricsSuccession PlanningManagementCampaignsProfessional Development
C o m m u n c a t i o n
Communication
Talent Management• Recruiting and Retaining high performers• Onboarding strategies• Career Paths
• Strike Force of HR and Development leaders• Internships
• http://www.utsystem.edu/offices/center-enhancing-philanthropy/internships
• Careers in Philanthropy
Philanthropy and Strategic Priorities
• Where can we be collaborative
• Chancellor Priorities
• Quantum Leaps
A perspective on a Career in Philanthropy
Whitney King – UT Tyler
Leslie Parks – UT Dallas
Scott Rabenold – UT Austin
Kevin Foyle, moderator – UTHealth