uaf ar 2009

Why Higher Education Why the UA

Why Now

The University of Arizona Foundation

2009 Annual Report

Contents Private Gift/Grant Support 2

Sources and Purposes of Gifts 3

McCord Scholars Dream Big 4-5

Endowments 6-7

A Forest Under Arizona Stadium 8-9

Capital Improvements 10-11

Creating a Campus Safety Net 12-13

Unrestricted Gifts 14-15

1885 Society Presidential Chair 16-17

Academic Divisions 18-19

Dr. Taylor W. Lawrence 20-21

Research 22-23

Ways to Support the UA 24

About the Cover: Mark Rossi’s bronze sculpture, “Wildcats,”

in front of the Jim Click Hall of Champions at McKale Center.

The sculpture is part of the University’s public art collection,

pieces from which can be found across campus. Mark Rossi

is a Tucson artist who received his Master’s of Fine Arts

from the UA.

Photo by Jacob Chinn

Phot

o by

Jac

ob C

hinn

1

As you likely have noticed, this year we packaged our annual and endowment reports together. We hope this gives

you, the friends and alumni of the University of Arizona, an opportunity to become better versed in the importance of

endowments to advancing our world-class institution.

At the University, our fundraising for the last year was fairly substantial, given the challenging economy. Our total giving

was down only 7 percent from the previous fiscal year, resulting in more than $141 million in gifts. In comparison, only

$23 million – about 16 percent of our total – was made to endowments.

All gifts to the University are important, and integral to its continued success. But without a strong endowment, the

University is essentially living paycheck to paycheck, gift to gift. Endowment gifts help us to remain a player in the

competitive world of academia. They assist in sustaining important programs, recruiting and retaining top faculty, and

providing talented students access to higher education – each in perpetuity.

The University of Arizona has been the site of revolutionary innovations and discoveries for 125 years. Through gifts to

the institution, and particularly through endowed gifts, we ensure we have the resources to make the next century-and-

a-quarter equally as impressive.

Thank you for your contributions to the University this past year, and for helping us to build a foundation of support

that will span many lifetimes.

Sincerely,

Robert N. SheltonPresidentThe University of Arizona

James H. Moore, Jr.President & CEOThe University of Arizona Foundation

Peter E. CalihanChair of the BoardThe University of Arizona Foundation

Message from the Presidents and UAF Board Chair

2

Private Gift/Grant Support

$0

$50,000,000

$100,000,000

$150,000,000

$200,000,000

2003-04 2004-05 2005-06 2006-07 2007-08 2008-09

$101,050,120$121,056,869 $121,019,697

$143,956,957

$153,960,235

$141,386,156

Figures are from the Council for Aid to Education’s Voluntary Support of Education survey,

submitted October 2009.

3

$141,386,156

INDIVIDUALS

Alumni $17,219,218

Parents $536,476

Other $36,155,083

ORGANIZATIONS

Other $16,895,147

Foundations $29,539,769

Corporations $41,040,463

Purposes of Gifts 2008-2009

$141,386,156

Athletics $7,501,138

Student Financial Aid $7,883,232

Library $243,632

Public Service & Extension $26,085,512

Research $23,847,426

Faculty & Staff Compensation $2,096,673

Other $493,539

Endowments $23,067,492

Property, Building & Equipment $8,029,597

Unrestricted $2,529,303

Academic Divisions $39,608,612

Sources of Gifts 2008-2009

Monique Rios

4

“This scholarship will allow

me to continue dreaming

big for my future.”

DS

Phot

ogra

phy

Monique Rios always knew she had a passion for leadership and people, but never could have guessed how

much that passion would come to characterize her college career.

As a freshman, Monique arrived at the University of Arizona with an undeclared major. She wasn’t sure

what program best fit her enthusiasm for connecting with people, but she knew she would only settle for

something extraordinary.

Now a business marketing junior in the Eller College of Management, she feels certain she found the right fit.

“The Eller College really appealed to me because of all the great networking

opportunities available to students and personal relationships that build off

of those,” Monique said. “I had never known a college to be so personal

and welcoming.”

In 2009, Monique was chosen as a McCord Scholar within the college.

“Receiving the McCord scholarship has meant opportunity and relief for

me,” she said. “This scholarship will allow me to continue dreaming big

for my future.”

The scholarship award gave Monique the chance to explore Argentina on a

study abroad tour, a dream of hers since starting at the University.

“With all of the financial burdens out of my head, I was able to fully take in

the entire experience and learn and absorb even more from my Argentina

tour,” she said.

Monique shares her college and international experiences with other UA students in her leadership positions

at the University. She is an ambassador for the Honors College, an Eller high school recruitment officer, and a

member of the UA’s Junior Honorary.

“As I acquire more experience, I will be able to share that with others, and hopefully they will catch my

excitement to learn and grow outside of the classroom,” she said.

McCord Scholars Dream Big

The prestigious McCord

Scholars Program honors

undergraduate students in the

Eller College of Management

who excel in academic

ability, business acumen and

leadership skills. The program

was funded by Robert and

Sharon McCord. It provides

annual support in perpetuity

to students at Arizona’s

three public universities.

5

6

Endowments 2008-2009

ORGANIZATIONS

Other $243,698

Fundraising Consortia $230,812

Religious Groups $26,550



$23,067,492

INDIVIDUALS

Alumni $3,565,422

Parents $19,958

Other $12,802,733

Rod A. Wing, PhD, is director of

the Arizona Genomics Institute

and the Bud Antle Endowed Chair

for Excellence in Agriculture and

Life Sciences.

Phot

o by

Joh

n Sa

rtin

WHy ENDoWMENt

WHy NoW

Everywhere you turn on campus, the University of Arizona is at

the top of the rankings. But when it comes to endowments, the

UA is glaringly deficient among its 30 peers in the Association of

American Universities.

The UA’s endowment ranked 140th in the 2008 NACUBO survey,

the most recent data available. At a market value of $518

million for the UA/UAF endowments, the UA was $36 billion

behind the leader, Harvard. More than 75 institutions reported

endowments of $1 billion or greater.

Building the UA’s endowment is critical to staying competitive

for the best and brightest students and faculty. Endowed

scholarships are necessary to offset rising tuition costs and to

keep the doors of access open. And hundreds more endowed

faculty chairs – which provide prestige and seed funding – are

needed to prevent mass “brain drain” from the leading public

research university in the American southwest.

7

$0

$50,000,000

$100,000,000

$150,000,000

$200,000,000

$250,000,000

$300,000,000

$350,000,000

June 302004

June 302005

June 302006

June 302007

June 302008

June 302009

uaf Endowment Market Value

8

The University of Arizona’s tree-ring lab is home to tree samples from as far away as the cedar forests of Lebanon

to the much more local Mt. Lemmon. Specimens date back, in some cases, thousands of years.

Tree samples are used to examine climate change over thousands of years, pinpoint in history singular events like

volcanic eruptions, and establish chronology for archaeologists. In other words, there is a lot more to tree-ring

research than simply counting rings.

The archives can be found in the most unusual of locations: Much of the

collection is housed in an alleyway underneath Arizona Stadium bleachers

and behind a men’s bathroom serving the adjacent dormitory.

Specimens range in size from several feet in diameter, to more

contemporary samples done through a non-destructive coring technique

yielding samples the width of a drinking straw and only a few feet long.

For decades, the work of a relatively small handful of researchers and

students has filled every nook and cranny the lab has to offer. Pearce Paul

Creasman, the lab’s new curator, is tasked with cataloging and archiving

the lab’s collection. He’s the first in lab history to take on a task previously

handled by ‘institutional memory.’

Creasman’s archaeology background will come in handy as he

sorts, catalogs and digitizes the thousands of banker’s boxes full of

paperwork, and organizes the millions of specimens, making the work

more available to other researchers at the UA and beyond.

The lab plans to move its collection into the Math East building where, with three floors of collapsible shelving,

the archive can double in size before again outgrowing its space.

According to Creasman, contributions for collapsible shelving and other equipment will make the dream of more

space a reality.

A Forest Under Arizona Stadium

NEw LAb ExPECTEd To bREAk

GRouNd IN 2010

A $9 million gift from Agnese N.

Haury is funding a new building

for the Laboratory of Tree-Ring

Research. The 15,000 square foot

lab will make the two million

archived wood samples from

around the world more accessible

to interdisciplinary researchers

studying archaeology, ecology,

geology and climate change.

9

Phot

o by

Will

Seb

erge

r

Capital Improvements 2008-2009

INDIVIDUALS

Alumni $2,381,844

Parents $15,100

Other $995,604

ORGANIZATIONS

Other $212,435




$8,029,597

10

the award-winning Helen S.

Schaefer Building houses the

UA Poetry Center and the

Humanities Seminars Program.

Phot

o by

Rob

ert

Reck

11

WHy CAPItAL IMPRovEMENtS

WHy NoW

A national report again lists the University of Arizona as among

the nation’s most environmentally aware campuses.

In its College Sustainability Report Card 2010, the Sustainable

Endowments Institute awarded the UA an “A” rating in a number

of important sustainability measures. The UA scored an overall

“B” rating for a number of strengths across the University.

The institute evaluated environmental sustainability efforts at

332 schools in the U.S. and Canada. “The entire UA community

is fully invested in sustainability leadership and achievement – in

its campus planning, design and construction endeavors, as well

as in its renowned academic and research efforts,” said Bob

Smith, the associate vice president for the UA’s planning,

design and construction unit.

Planning, design and construction has been working for the past

decade to further build upon the University’s status as a world

leader in sustainability research, discovery and accomplishment.

“As an integral part of a thriving, sustainable community, we

view our campus as a laboratory for the use of green building

design and construction techniques developed here on campus,

and elsewhere throughout the world,” Smith said.

The University’s established design and specification standards

for years have required energy efficiency and resource

conservation strategies consistent with LEED Silver criteria.

Current and future construction projects are being designed

to exceed those standards.

Poetry Center’s Helen S. Schaefer Building Earns Arizona

American Institute of Architects’ Design Award

The Helen S. Schaefer Building, the landmark home of the University of Arizona Poetry Center and the

Humanities Seminars Program, has won a 2009 Arizona American Institute of Architects Award for Design.

Architect Les Wallach and his firm, Line and Space, LLC, received the award at the Arizona AIA awards

ceremony held in Phoenix.

“We are ecstatic to have been recognized for this award and truly honored to have been given the opportunity

to work on this project,” said Henry Tom, the principal for Line and Space.

The UA Poetry Center building, which was completed in 2007, previously won a 2008 Southern Arizona AIA

Award for Design. Other recent honors include the Southwest Contractor Best of 2008 Award for Excellence

in Interior Design and Arizona Masonry Guild’s 18th Annual Excellence in Masonry Design Award.

12

From Twitter messages about campus security to late-night rides home, the University of Arizona’s safety programs

continually evolve to ensure safety remains a top priority for the campus community.

“Our students come from around the world and from all over the U.S., and are unfamiliar with our community

and its resources,” said Carol Thompson, dean of students and assistant vice president for student affairs. “It is

critical that we inform and educate students about the type of

support they have here so they can be successful.”

Annual gifts to the Dean of Students Office, UA Parents and

Family Association, Student Affairs Office and ASUA have

allowed more programs than ever to help students stay safe

this academic year.

One such program that receives annual funding is Safe Ride.

Since 1982, this student-run program has provided free car rides

to students seven days a week, guaranteeing they don’t have to

walk home alone at night.

“This is an academic-oriented service that helped 91,000

students get where they needed to go just last year,” said

Scott Zimmerman, administrative director of Safe Ride and a

UA mechanical engineering senior. “But for us, it’s not just about the numbers. It’s about the presence of safety

on campus.”

In recent months, the Dean of Students Office introduced two new components to its campus safety programming

– Safe Cats and a Student Assistance and Advocacy program.

Safe Cats is a proactive, educational Internet campaign that uses Twitter, blogs, YouTube and Facebook to disperse

safety information across campus. The Student Assistance and Advocacy program assists students dealing with

crises or traumatic situations.

The office also created emergency wallet-size cards for students, faculty and staff to carry. The cards serve as quick

reference guides to campus safety programs.

Creating a Campus Safety Net

uA SAfETy PRoGRAMS

Campus Health Service’s oASIS Center

Campus watch

Counseling and Psychological Services (CAPS)

Emergency blue Light Phones

Safe Cats

Safe Ride

Safe walk

Student Assistance and Advocacy

uAlert! Text Messaging

uAPd

13

DS

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Unrestricted Gifts 2008-2009

$2,529,303

INDIVIDUALS

Alumni $746,920

Parents $37,669

Other $1,585,902

ORGANIZATIONS

Other $1,655


Corporations $124,367

Foundations $25,586

14

the Foundation’s telephone

outreach Program (toP) is staffed

by students who make personal

calls to alumni to update them

on what’s happening on campus.

15

I’m a university of Arizona

alumnus and my son is a student

at the uA. Money is tight right

now, and I know it’s tighter for

the uA, too. Giving $100 isn’t a

lot, but it isn’t about the amount.

whether it’s a contribution of $1

or $100,000, giving back to the uA

unifies our alumni and creates a

sense of pride. when things start

getting freer it’s my intention to

start donating a lot more.

FIRST-TIME DONOR

HUGH EZELL, ’78, ’89

$100 GIFT IN FY09

Your $100 Gift Can Have

a $400,000 Impact

Last year, the University of Arizona received more than $400,000 in

matching gifts. From scholarships for a number of the country’s best

and brightest students, to funding for essential student success, safety

and retention programs, matching gifts have an important impact on

the University.

Participating companies provide matching gifts as a benefit for

employees, retirees and board members. To see if your company

will match a part of or your entire gift to the UA, please visit www.

uafoundation.org/matchinggift and enter your company’s name.

For further information on how to increase your support of the

University through a matching gift, please contact the Annual Giving

Office at 1-888-285-3412.

WHy UNREStRICtED FUNDING

WHy NoW

In these dynamic times for the University of Arizona, financial

flexibility is paramount. While the UA enjoys a healthy level of

private support, 98 percent of gifts are designated for a specific

purpose, leaving little room to address the ever-changing needs

of the institution.

Through unrestricted funding, President Shelton has the

ability to direct funds at his discretion. He is able to aptly

address critical needs of the University, leveraging significant

opportunities for advancement.

Unrestricted support has the potential to touch all areas of

campus, including those programs that fall under the umbrella

of Student Affairs. This includes programs that aid students’

learning and retention, increase campus safety, and boost parent

and family involvement.

16

Dr. Hermann F. Fasel Phot

o by

Jac

ob C

hinn

17

Dr. Hermann F. Fasel likes to go with the flow. The University of Arizona professor of aerospace and mechanical

engineering heads the Computational Fluid Dynamics Laboratory, where he has used some of the world’s fastest

supercomputers to study the physics of aerodynamic flow.

His fascination with flight dates back to his childhood in Germany and has continued throughout his career. He

has worked for agencies including the U.S. Department of Defense and NASA, and has directed the research

capabilities of his UA lab toward such achievements as helping to prevent stalls and crashes of aircraft upon

takeoff and landing.

Earlier this year, Fasel became the first 1885 Society Presidential Chair, an

appointment that will allow him to take his research in a different direction.

He plans to apply the same fundamentals of physics to flows in wind

turbines, for example, or in coronary arteries.

Unlike most endowments and grants, which are linked to specific projects,

the additional $40,000 a year Fasel will receive from the chair position is

unrestricted. This gives him the freedom to take an interdisciplinary approach

and go where the data leads him.

Since Fasel joined the UA faculty in 1982, he has become internationally

renowned in his field and, thus, sought after by other prestigious colleges

and universities. The 1885 Society award serves as a testament to his value

at the UA, and reinforces the University’s commitment to maintaining high-

quality staff.

Fasel’s excellent reputation as a scientist also has helped him attract funding for his myriad of projects. Since

2002, he has secured more than two dozen research grants, with active grants totaling $6 million.

Perhaps there’s a principle of economic physics that applies to this 1885 Society award: An infusion of money

helps maintain a healthy cash flow – and a vibrant flow of ideas.

1885 Society Presidential Chair

The 1885 Society is a

leadership group dedicated

to elevating the university

of Arizona to excellence

by providing an annual,

consistent source of

unrestricted funding to

President Robert N. Shelton.

Members include alumni,

community leaders, business

leaders and parents.

18

Academic Divisions 2008-2009

$39,608,612

INDIVIDUALS

Alumni $4,074,583

Parents $145,203

Other $8,161,783

ORGANIZATIONS

Other $465,702


Religious Groups $3,350



19

Highlights and Rankings

U.S. News & World Report places the University of Arizona in a tie for 45th among public national universities

in America’s Best Colleges 2009. The Washington Monthly ranked the UA No. 47 overall in a list of nearly 260

universities across the nation.

In the 2009 edition of U.S. News & World Report’s America’s Best Graduate Schools, the UA’s management

information systems program, social psychology program and the rehabilitation counseling program are ranked

5th. The geology program and analytical chemistry program are ranked 7th. The geosciences department is

ranked 8th and the sociology department is ranked 17th.

The UA’s department of philosophy is ranked No. 1 in the world in political philosophy and No. 2 in the

philosophy of cognitive science by The Philosophical Gourmet Report. Overall, the department is ranked

13th in the world.

The UA College of Medicine is ranked No. 9 in the nation for Hispanic students by Hispanic Business Magazine.

WHy UA

WHy NoW

If Arizona wants to compete in the global economy, it must increase its investment in a highly educated and skilled workforce.

• The recipient of a bachelor’s degree working in Arizona has

median earnings that are 70 percent higher than a high

school graduate.

• In 2007, individuals who were awarded an undergraduate or

graduate degree from Arizona’s university system between

1990 and 2007 earned over $9.4 billion in wages and paid

about $678 million in state and local taxes.

• In 2007, about 59 percent of UA graduates stayed in the state

and 41percent took out-of-state positions.

• To improve its competitive position in attracting high-tech

companies away from other western cities, Tucson must

increase the percentage of the population with graduate

degrees. Tucson currently ranks roughly in the middle of other

competitor cities, such as Denver and Albuquerque.

20

Dr. Taylor W. Lawrence

21

The key to growth is technology, the key to technology is innovation, and the key to innovation is education.

Having a research institution such as the University of Arizona in our local community is critical to our ability to

retain and attract high-quality talent. The UA supports the pursuit of significant research that is critical to the

success of our business, the state of Arizona and the nation.

Raytheon is a growing business. Today, we have more than 11,000 employees in Tucson, and we expect to add

to that number in the years ahead. The University has been a primary source for engineering talent, providing

our Tucson-based operations with 30 percent of our total college hires

over the past 10 years. Last year, we also paid nearly $1 million in tuition

reimbursement for employees working on advanced degrees at the UA.

Over the years, we have collaborated with the University on many research

projects –– from networking protocols for missile communication to

nanocomposites for optical materials. We recently began collaboration

with the UA and the California Energy Commission on a solar concentrator.

These efforts led to grants from the Library of Congress and the Science

Foundation Arizona. This year, we also partnered with Tucson Values

Teachers and the UA College of Education on a unique master’s program

for math and science high school teachers. Many teachers gained valuable industry experience working in

summer jobs in our engineering organization and other businesses in Tucson.

We look forward to continuing this highly successful partnership to ensure a robust pipeline of high-tech talent,

while furthering opportunities for innovative research and collaboration.

Dr. Taylor W. Lawrence, Raytheon Missile Systems President

“Having a research institution

such as the university

of Arizona in our local

community is critical to our

ability to retain and attract

high-quality talent.”

Raytheon Company is a technology and innovation leader

specializing in defense, homeland security and other government

markets throughout the world. With headquarters in Waltham,

Mass., Raytheon employs 73,000 people worldwide.

Dr. Taylor W. Lawrence holds a bachelor’s degree in physics from

the California Institute of Technology and a master’s degree in

applied physics from Stanford University. He earned his PhD in

applied physics from Stanford in 1992.

22

Research 2008-2009

$23,847,426

INDIVIDUALS

Alumni $1,024,427

Parents $11,455

Other $3,180,054

ORGANIZATIONS

Other $6,022,793


Religious Groups $138



tree-Ring Lab Director tom Swetnam

discusses wildfires with students

on Mt. Lemmon.

Phot

ogra

ph b

y W

ill S

eber

ger

23

WHy RESEARCH

WHy NoW

Fire’s potent and pervasive effects on ecosystems and on

many Earth processes, including climate change, have

been underestimated.

“We’ve estimated that deforestation due to burning by humans

is contributing about one-fifth of the human-caused greenhouse

effect – and that percentage could become larger,” said Thomas

W. Swetnam, director of the UA’s Laboratory of Tree-Ring

Research and co-author of a report released in 2009.

“It’s very clear that fire is a primary catalyst of global climate

change,” he said. “The paper is a call to arms to earth

scientists to investigate and better evaluate the role of fire

in the Earth system.”

The team also reports that, currently, all fires combined annually

release an amount of carbon dioxide into the atmosphere equal

to 50 percent of that coming from the combustion of fossil fuels.

UA Climate Change and Sustainability Research

DEPARTMENTS

Department of Dendochronology

Department of Geosciences

Department of Ecology and Evolutionary Biology

Department of Geography and Regional Development

Department of Astronomy

College of Science

Department of Soil, Water and Environmental Science

School of Earth and Environmental Science

UNITS/PROGRAMS

Water Sustainability Program

Program on Economics, Law and the Environment

Bureau of Applied Research in Anthropology

CENTERS

Institute for the Environment

Office of Arid Lands Studies

Arizona Research Institute for Solar Energy (AzRISE)

Arizona Water Institute

Biosphere 2

Engineering Research Center for Environmentally Benign Semiconductor Manufacturing

Environmental Research Lab

Science and Technology Center for Sustainability of Semi-Arid Hydrology and Riparian Areas

Southwest Environmental Health Sciences Center

Water Quality Center

Water Resources Research Center

Learn more about the UA’s Project Sage at http://www.sustainability.arizona.edu/

ONLINE GIVING – You may make a gift securely online using your credit card.

Visit uafoundation.org/givetoday.

GIVE BY MAIL – Gifts made by check should be payable to UA Foundation and mailed to:

UA Foundation

1111 N. Cherry Ave.

P.O. Box 210109

Tucson, AZ 85721-0109

ESTATE PLANNING – To remember the UA in your will or estate plan, be sure to name the University of

Arizona Foundation as beneficiary. Our federal tax ID number is 86-6050388. If you already have named

the UA Foundation in your estate plan, please contact us so we can appropriately recognize your gift.

Individuals aged 70½ or older with individual retirement accounts can make IRA gifts without paying

income tax on the amount through December 2009. We also offer life-income gifts that provide income

and immediate tax benefits.

You can contact our planned giving specialists during business hours at 520-621-1993 or visit

uafoundation.org/plannedgiving to learn more.

REAL ESTATE – Your gift provides a convenient way for you to enjoy a charitable deduction based on

the current fair market value of your property, and it can reduce the size and complexity of your estate.

GIFTS OF STOCk – By donating appreciated securities or mutual fund shares, you can provide a

lasting contribution while receiving tax benefits, such as capital gains tax savings.

ANNUAL GIVING – You can provide vital, unrestricted support for UA colleges, schools and non-

academic programs by calling 1-888-285-3412.

CONTACT US – Visit uafoundation.org for a complete listing of Development Officers for each

college and program.

Ways to support the UA

24

1111 North Cherry Avenue

PO Box 210109

Tucson, AZ 85721-0109

520.621.5590

uafoundation.org

uaf ar 2009

Documents

endowment gifts

purposes of gifts

unrestricted gifts

endowed gifts

arizona stadium

foundation of support

higher education

importance of endowments