UNIVERSITY OF VIRGINIA
BOARD OF VISITORS
MEETING OF THE
EXTERNAL AFFAIRS COMMITTEE
September 14, 2012
Background Materials on Fundraising Performance (Folder #1)
List of Materials
Cash Flow and Campaign by School and Unit
Campaign Phases through FY12 – with and without Batten
2012 Reunion Giving Presentation
Benchmark Reports for External Affairs
ALF* Public Cohort – High Capacity Performance
ALF* Constituent Analysis
*Advancement Leadership Forum
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Reunion Giving Historical Timeline
Year
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
Dollars
N/A
$3,028,427
$5,346,284
$5,864,200
$69,376,045
$13,691,648
$8,305,937
$10,333,513
$12,631,204
$28,501,889
$42,836,748
$24,325,526
$31,893,954
$24,442,857
$19,700,462
$46,880,509
Important Events
Earliest data available; Reunions Program Begins 5th - 50th Reunions
Batten Gift for Institute at Darden ($62M)
Multi-year pledge became part of Reunion Giving effort
Regional office helps staff Reunion Office
Reunion Giving Committees begin
Reunion Giving Department created under Beth Bishop
Increase Reunion Giving Department to 4 staff; Committees expanded
Increase Reunion Giving Department to 5 staff
2012 $45,967,373 Improved training for volunteer peer to peer solicitation; Dedicated Associate to Data Analyst
2013
Reunion Giving fully staffed
Millions
Reunion Giving Dollars
$80.00
$70.00
Batten Gift
$62M
$60.00
$50.00
$40.00
$30.00
$20.00
$10.00
$0.00
Dollars
Linear (Dollars)
Alumni Participation Rate
25.00%
24.00%
23.00%
22.00%
21.00%
Alumni Participation
Rate
20.00%
Reunion
Participation Rate
19.00%
18.00%
17.00%
16.00%
15.00%
FY08 FY09 FY10 FY11 FY12
Major Gifts of $100,000+
Reunion Related Gifts
Number of Major Gifts
$1M+
Gifts Unrelated to
Reunion
30%
70%
4 Gifts = $25,128,270
$500,000 - $999,999
4 Gifts = $2,560,536
4
Dollar Amount
$250,000 - $499,999
13 Gifts = $3,659,041
$10,288,923
13
$25,127,654
Reunion Related Gifts
$100,000 - $249,999
33 Gifts = $4,986,667
33
Gifts Unrelated to
Reunion
Reunion Giving Website
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ALF Public Cohort
University of Virginia
High Capacity Donor Performance
$1,000+
$100,000+
Grenzebach Glier and
Associates
High Capacity Prospect Performance
$1,000+ in last 5 FYs
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
CONFIDENTIAL
2
High Capacity Prospect Performance
$100,000+ in last 5 FYs
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
CONFIDENTIAL
3
Grenzebach Glier and Associates
Constituent Analysis
4-Year Sum Gift Totals by Gift Level
# Donors
Florida
Ohio State
6
$10,000,000 or m ore
Penn State
-
Toronto
4
UCLA
12
Virginia
4
Washington
9
1
$5,000,000 to $9,999,999
14
4
14
4
12
1
6
6
$1,000,000 to $4,999,999
90
37
44
13
65
33
81
57
$100,000 to $999,999
373
338
386
125
557
365
764
436
$25,000 to $99,999
689
991
886
333
1,513
750
1,696
861
$10,000 to $24,999
2,269
2,126
1,116
453
2,290
1,377
2,933
1,523
Less than $10,000
251,279
377,585
491,187
94,284
198,088
190,675
187,834
306,881
Grand Total
254,720
381,081
493,637
95,219
202,537
193,205
193,323
309,765
Total Dollars FY07 to FY10
Florida
Ohio State
Penn State
Toronto
UCLA
UNC Chapel Hill
Virginia
Washington
$99.3
$0.0
$56.3
$115.3
$227.0
$87.6
$300.3
$35.5
$5,000,000 to $9,999,999
$109.9
$49.5
$111.0
$25.5
$66.1
$7.1
$43.5
$45.3
$1,000,000 to $4,999,999
$192.9
$107.8
$72.9
$22.4
$104.0
$56.7
$132.8
$90.2
$100,000 to $999,999
$125.3
$124.6
$97.0
$25.5
$129.7
$91.0
$164.0
$100.3
$25,000 to $99,999
$38.6
$70.0
$51.7
$13.9
$73.2
$34.9
$72.0
$38.5
$10,000 to $24,999
$33.2
$48.6
$20.1
$6.1
$30.6
$25.0
$40.3
$21.8
Less than $10,000
$115.7
$150.0
$194.2
$44.7
$114.8
$99.6
$110.4
$104.2
$10,000,000 or m ore
Grand Total
% of Total Dollars
$715.0
Florida
$550.4
Ohio State
$10,000,000 or m ore
13.9%
$5,000,000 to $9,999,999
$1,000,000 to $4,999,999
$100,000 to $999,999
$603.1
Penn State
$253.2
Toronto
$745.1
UCLA
$401.9
UNC Chapel Hill
30.5%
21.8%
$863.5
Virginia
34.8%
$435.8
Washington
0.0%
9.3%
45.5%
8.1%
15.4%
9.0%
18.4%
10.1%
8.9%
1.8%
5.0%
10.4%
27.0%
19.6%
12.1%
8.8%
14.0%
14.1%
15.4%
20.7%
23.0%
17.5%
22.6%
16.1%
10.1%
17.4%
22.6%
19.0%
$25,000 to $99,999
5.4%
12.7%
8.6%
5.5%
9.8%
8.7%
8.3%
8.8%
$10,000 to $24,999
4.6%
8.8%
3.3%
2.4%
4.1%
6.2%
4.7%
5.0%
Less than $10,000
Grand Total
16.2%
27.3%
32.2%
17.7%
15.4%
24.8%
12.8%
23.9%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
100.0%
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
Page 1
UNC Chapel Hill
7
Confidential
Giving from Individuals
FY07 to FY10
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
Page 2
Gift Tables: FY 2007
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
Page 18
Gift Tables: FY 2008
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
Page 19
Gift Tables: FY 2009
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
Page 20
Gift Tables: FY 2010
Living Individual Giving in Households
Gift Commitments (gifts and pledges; no pledge payments)
Includes Soft Credits from family foundations, private foundations, Donor Advised Funds, etc
No matching gifts, gifts in-kind or gifts of service
Page 21