UNIVERSITY OF VIRGINIA
BOARD OF VISITORS
MEETING OF THE
ADVANCEMENT AND COMMUNICATIONS
COMMITTEE
JUNE 11, 2015
ADVANCEMENT AND COMMUNICATIONS COMMITTEE
Thursday, June 11, 2015
3:45 – 5:00 p.m.
Byrd Room, Harrison Institute
Committee Members:
John A. Griffin, Co-Chair
John L. Nau III, Co-Chair
Frank B. Atkinson
Helen E. Dragas
Bobbie G. Kilberg
Edward D. Miller, M.D.
George Keith Martin, Ex-officio
William B. Fryer, Consulting Member
Joe Garofalo, Faculty Consulting
Member
AGENDA
PAGE
I.
REMARKS BY THE COMMITTEE CO-CHAIRS (Mr. Nau and
Mr. Griffin)
II.
ACTION ITEM
 Establishment of a University-Related Foundation
for the Frank Batten School of Leadership and Public
Policy (Mr. Sweeney to introduce Mr. Allan C. Stam;
Mr. Stam to report)
III. REPORT ON THE COUNCIL OF FOUNDATIONS (Mr. Nau to
introduce Mr. William B. Fryer; Mr. Fryer to report)
1
2
4
IV.
STUDENT DIALOGUE WITH THE BOARD OF VISITORS (Mr.
5
Griffin to introduce Messrs. Abraham Axler and Daniel
Judge and Mesdames Kendall King-Sellars and Caitlin Levine)
V.
REPORT BY THE CHIEF COMMUNICATIONS OFFICER (Mr. Martel)
6
VI.
REPORT BY THE SENIOR VICE PRESIDENT FOR UNIVERSITY
ADVANCEMENT (Mr. Sweeney)
7
VII. NAMINGS REPORT (Written Report)
25
UNIVERSITY OF VIRGINIA
BOARD OF VISITORS AGENDA ITEM SUMMARY
BOARD MEETING:
June 11, 2015
COMMITTEE:
Advancement and Communications
AGENDA ITEM:
I. Remarks by the Committee Co-Chairs
ACTION REQUIRED:
None
BACKGROUND: The Committee co-chairs will welcome guests and
provide an overview of the meeting agenda.
1
UNIVERSITY OF VIRGINIA
BOARD OF VISITORS AGENDA ITEM SUMMARY
BOARD MEETING:
June 11, 2015
COMMITTEE:
Advancement and Communications
AGENDA ITEM:
II. Establishment of a University-Related
Foundation for the Frank Batten School of
Leadership and Public Policy Foundation
BACKGROUND: The Frank Batten School of Leadership and Public
Policy requests approval to establish a University-Related
Foundation.
DISCUSSION: The Batten School has reached the point where its
operations should be represented within the University’s highly
successful network of school and unit fundraising foundations.
During the next Capital Campaign, the Batten School seeks
to raise at least $120 million. A successful capital campaign
hinges, in part, on establishing the proper fundraising
infrastructure. By organizing its fundraising efforts within a
foundation, the Batten School will be positioned to succeed.
Constituents of the Batten School have already indicated that
they are more inclined to make large gifts to a School
foundation with a focused purpose, mission, and aligned
governance structure. Accordingly, the new Batten School
Foundation will be strictly and solely a fundraising entity.
Beyond the financial imperative, a structure which engages
high-caliber, high-capacity individuals for board membership is
necessary for the young Batten School given that the school has
only 250 alumni, most of whom are currently working in the
first jobs of their professional careers.
The Batten School plans to endow the Batten School
Foundation by securing founding gifts to fund the
infrastructure required to launch the School’s campaign. The
dean plans to announce establishment of the Foundation and
initiate operations in fall 2015.
A School advisory board was established in 2007 and the
dean is in conversation with its members and the chair to
assess interest in serving on a new foundation board.
Additionally, the dean will use the foundation’s establishment
as an opportunity to engage new private and public sector
2
partners from business, government, and non-governmental
organizations.
Efforts will be made to avoid duplication of
administrative services while increasing productivity and
fundraising capacity by outsourcing accounting services to an
established foundation and fundraising to University
Advancement. Including the development and fundraising team,
the initial cost of the Foundation is expected to be $400,000
per year in support of a $120 million Batten School fundraising
campaign.
The plan for investment of assets is as follows: (1) all
existing University accounts will remain under the management
of University of Virginia Investment Management Company
(UVIMCO) and the University; (2) all monies raised after the
establishment of the Foundation will be managed by UVIMCO on
behalf of the Batten School Foundation.
ACTION REQUIRED: Approval by the Advancement and Communications
Committee and by the Board of Visitors
ESTABLISHMENT OF THE FRANK BATTEN SCHOOL OF LEADERSHIP AND
PUBLIC POLICY FOUNDATION
WHEREAS, the Policy on University-Related Foundations
requires that all new University-Related Foundations receive
approval of the Board of Visitors; and
WHEREAS, the Frank Batten School of Leadership and Public
Policy seeks to raise at least $120 million during the
University’s next Capital Campaign; and
WHEREAS, the Senior Vice President for Advancement
recommends that the Board of Visitors approve the establishment
of a University-Related Foundation to engage in fundraising for
the Frank Batten School of Leadership and Public Policy; and
WHEREAS, this new foundation will adhere to the Policy on
University-Related Foundations;
RESOLVED, the Board of Visitors approves the establishment
of a University-Related Foundation for the Frank Batten School
of Leadership and Public Policy.
3
UNIVERSITY OF VIRGINIA
BOARD OF VISITORS AGENDA ITEM SUMMARY
BOARD MEETING:
June 11, 2015
COMMITTEE:
Advancement and Communications
AGENDA ITEM:
III.
ACTION REQUIRED:
None
Report on the Council of Foundations
BACKGROUND: The Council of Foundations brings together
representatives from University-related fundraising foundations
for discussions of common concern specific to development,
communications and alumni engagement policies, programming, and
services.
DISCUSSION: Mr. Fryer will provide a report on Council of
Foundations’ activities, including the meeting of the Council
held on May 28, 2015.
4
UNIVERSITY OF VIRGINIA
BOARD OF VISITORS AGENDA ITEM SUMMARY
BOARD MEETING:
June 11, 2015
COMMITTEE:
Advancement and Communications
AGENDA ITEM:
IV. Student Dialogue with the Board of
Visitors
ACTION REQUIRED:
None
BACKGROUND: Student leaders have been working with the
administration and members of the Board of Visitors on new
initiatives intended to increase engagement and enhance
communication on issues of key importance to students.
As a part of these initiatives, in April 2015, Student
Council and incoming Board of Visitors student member Daniel
Judge (A&S ’16) invited students to submit video statements
expressing what they would like to tell the Board in a student
comment section pilot. Based on the submissions received, two
students (Caitlin Levine, A&S ’15, and Kendall King-Sellars,
A&S ’18) were selected to present the issues raised in their
statements to the Committee.
DISCUSSION: Mr. Griffin will introduce the students. Mr.
Judge and Student Council President Abraham Axler (A&S ’17)
will explain the idea and process behind the initiative. Ms.
Levine will address the topic of living wage. Ms. King-Sellars
will speak on fossil fuel divestment.
Following each presentation, the Committee will have
the opportunity to ask questions of the students. Co-chair
John Griffin will report on the presentations to the full
Board.
5
UNIVERSITY OF VIRGINIA
BOARD OF VISITORS AGENDA ITEM SUMMARY
BOARD MEETING:
June 11, 2015
COMMITTEE:
Advancement and Communications
AGENDA ITEM:
V. Report by the Chief Communications
Officer
ACTION REQUIRED:
None
DISCUSSION: Mr. Martel will report on spring 2015 student
recruitment communications.
6
UNIVERSITY OF VIRGINIA
BOARD OF VISITORS AGENDA ITEM SUMMARY
BOARD MEETING:
June 11, 2015
COMMITTEE:
Advancement and Communications
AGENDA ITEM:
VI. Report by the Senior Vice President for
University Advancement
ACTION REQUIRED:
None
DISCUSSION: Mr. Sweeney will report on FY 2015 philanthropic
cash flow, new commitments, and annual giving through April 30,
2015.
Philanthropic cash flow measures actual gifts received by
the University during a specific fiscal year. It includes cash
or cash equivalents received for philanthropic purposes; it
does not include pledges or future support (bequest
expectancies, annuities, etc.).
Through April 30, 2015, cash flow for FY 2015 was $195.3
million, an 18% increase over the same period last fiscal year.
Total new commitments through April 30 were $177.5 million – on
par with the same period in FY 2014 – including $132.8 million
in new gifts and $38.6 million in pledges.
Annual giving at U.Va. is defined as giving to annually
flagged accounts at the University. Annually flagged accounts
are those that hold funds that are available for current use
and immediately expendable; those allocations can be restricted
or unrestricted. Endowment and capital accounts are not
considered annual and are not included in annual giving
reports. On April 30, 2015, annual giving for FY 2015 (all
purposes/all donors) stood at $59.5 million, an increase of 12%
over the same period last fiscal year. Annual gifts were
received this period from 47,567 donors.
Mr. Sweeney will also provide reports on University
Advancement initiatives and collaborative advancement efforts
across Grounds.
7
UNIVERSITY OF VIRGINIA
RECTOR AND VISITORS AND ALL UNIVERSITY‐RELATED FOUNDATIONS
Fundraising Progress Report
For the Fiscal Year Through April 30, 2015
School/Area
8
Architecture School / Foundation
College of Arts and Sciences / Foundation
Blandy Farm / Fdn of the State Arboretum
McIntire School of Commerce / Foundation
School of Continuing & Professional Studies
Darden School / Foundation
Curry School of Education / Foundation
Engineering School / Foundation
Law School / Foundation
Batten School of Leadership & Public Policy
Health System:
Children's Hospital
Medical School / Foundation
Medical Center
School of Nursing
Claude Moore Health Sciences Library
Virginia Health Foundation
Subtotal for Health System
Athletics / Foundation
Jefferson Scholars Foundation
Miller Center / Foundation
Rector and Visitors
Center for Politics
Historic Preservation
Fralin Museum of Art
University Library
Virginia Foundation for the Humanities
Women's Center
UVa Fund
Alumni Association
Va's College at Wise / Foundation
Totals
Philanthropic Cash Flow (1)
Non-Binding Commitments
New Future Support (2)
1,523,788.08
26,032,414.91
223,521.43
6,530,686.37
2,834.40
12,824,015.76
5,196,483.07
8,621,577.86
9,661,543.09
1,244,573.39
105,918.17
3,288,778.73
0.00
3,196,424.98
175.00
1,472,540.27
273,543.33
494,627.46
1,947,063.21
520.67
0.00
1,457,500.00
0.00
1,065,467.50
0.00
1,306,640.00
566,799.23
0.00
4,000.00
0.00
50,000.00
6,493,121.00
100,000.00
1,442,001.00
0.00
1,955,000.00
500,000.00
50,000.00
1,601,000.00
0.00
923,481.87
33,240,315.64
1,714,597.31
3,669,340.65
9,321.00
56,707.00
39,613,763.47
30,607,800.89
7,470,292.66
2,018,767.98
18,854,813.81
203,808.45
2,363,403.01
1,229,038.74
1,796,241.66
826,929.08
632,821.64
9,258,398.73
2,700,674.51
5,820,225.18
$195,258,418.17
44,588.00
924,486.73
255,045.15
657,339.69
1,250.00
0.00
1,882,709.57
10,259,471.21
372,297.12
210,791.62
582,772.07
17,614.60
843,649.35
80,066.00
37,103.09
82,344.61
4,770.60
409,634.25
570,954.57
576,062.70
$26,709,833.18
0.00
27,500.00
0.00
0.00
0.00
0.00
0.00
0.00
4,000.00
0.00
336,666.67
0.00
52,000.00
0.00
0.00
0.00
0.00
2,000.00
0.00
0.00
$4,822,573.40
0.00
8,225,000.00
0.00
1,400,000.00
0.00
0.00
9,625,000.00
1,181,366.66
3,465,017.18
0.00
1,506,870.00
0.00
524,000.00
150,000.00
200,000.00
55,000.00
0.00
10,000.00
0.00
60,000.00
$28,968,375.84
(1) Gifts, Pledge Payments, Private Grants, Deferred (Irrevocable) Gifts
(2) Expectancies (Revocable Gifts)
New Pledge Balances
UNIVERSITY OF VIRGINIA
RECTOR AND VISITORS AND ALL UNIVERSITY‐RELATED FOUNDATIONS
Philanthropic Cash Flow Report
Comparison By School/Area 2014‐15 To 2013‐14
School/Area
9
Architecture School / Foundation
College of Arts and Sciences / Foundation
Blandy Farm / Fdn of the State Arboretum
McIntire School of Commerce / Foundation
School of Continuing & Professional Studies
Darden School / Foundation
Curry School of Education / Foundation
Engineering School / Foundation
Law School / Foundation
Batten School of Leadership & Public Policy
Health System:
Children's Hospital
Medical School / Foundation
Medical Center
School of Nursing
Claude Moore Health Sciences Library
Virginia Health Foundation
Subtotal for Health System
Athletics / Foundation
Jefferson Scholars Foundation
Miller Center / Foundation
Rector and Visitors
Center for Politics
Historic Preservation
Fralin Museum of Art
University Library
Virginia Foundation for the Humanities
Women's Center
UVa Fund
Alumni Association
UVa's College at Wise / Foundation
Totals
July 1, 2014 thru
April 30, 2015
1,523,788.08
26,032,414.91
223,521.43
6,530,686.37
2,834.40
12,824,015.76
5,196,483.07
8,621,577.86
9,661,543.09
1,244,573.39
July 1, 2013 thru
April 30, 2014
1,118,545.90
21,726,694.13
68,254.93
7,325,555.02
30,376.40
10,965,360.41
3,429,171.72
5,684,687.77
13,337,665.34
201,844.82
$ Increase
(Decrease)
405,242.18
4,305,720.78
155,266.50
‐794,868.65
‐27,542.00
1,858,655.35
1,767,311.35
2,936,890.09
‐3,676,122.25
1,042,728.57
923,481.87
33,240,315.64
1,714,597.31
3,669,340.65
9,321.00
56,707.00
39,613,763.47
30,607,800.89
7,470,292.66
2,018,767.98
18,854,813.81
203,808.45
2,363,403.01
1,229,038.74
1,796,241.66
826,929.08
632,821.64
9,258,398.73
2,700,674.51
5,820,225.18
$195,258,418.17
887,836.23
27,036,085.60
1,512,912.59
1,704,679.06
84,346.10
7,644.83
31,233,504.41
24,192,231.39
8,060,319.39
1,948,792.37
14,259,637.15
338,307.12
2,378,213.30
953,824.90
1,126,501.18
1,650,240.46
878,079.36
5,863,642.09
1,665,680.03
7,620,898.92
$166,058,028.51
35,645.64
6,204,230.04
201,684.72
1,964,661.59
‐75,025.10
49,062.17
8,380,259.06
6,415,569.50
‐590,026.73
69,975.61
4,595,176.66
‐134,498.67
‐14,810.29
275,213.84
669,740.48
‐823,311.38
‐245,257.72
3,394,756.64
1,034,994.48
‐1,800,673.74
$29,200,389.66
Includes Gifts, Pledge Payments, Private Grants, Deferred (Irrevocable) Gifts
% Increase
(Decrease)
36.23
19.82
227.48
‐10.85
‐90.67
16.95
51.54
51.66
‐27.56
516.60
4.01
22.95
13.33
115.25
‐88.95
641.77
26.83
26.52
‐7.32
3.59
32.23
‐39.76
‐0.62
28.85
59.45
‐49.89
‐27.93
57.90
62.14
‐23.63
17.58%
UNIVERSITY OF VIRGINIA
RECTOR AND VISITORS AND ALL UNIVERSITY‐RELATED FOUNDATIONS
New Commitment Progress Report
For the Fiscal Year Through April 30, 2015
School/Area
10
Architecture School / Foundation
College of Arts and Sciences / Foundation
Blandy Farm / Fdn of the State Arboretum
McIntire School of Commerce / Foundation
School of Continuing & Professional Studies
Darden School / Foundation
Curry School of Education / Foundation
Engineering School / Foundation
Law School / Foundation
Batten School of Leadership & Public Policy
Health System:
Children's Hospital
Medical School / Foundation
Medical Center
School of Nursing
Claude Moore Health Sciences Library
Virginia Health Foundation
Subtotal for Health System
Athletics / Foundation
Jefferson Scholars Foundation
Miller Center / Foundation
Rector and Visitors
Center for Politics
Historic Preservation
Fralin Museum of Art
University Library
Virginia Foundation for the Humanities
Women's Center
UVa Fund
Alumni Association
UVa's College at Wise / Foundation
Totals
1,387,082.38
21,498,938.67
103,627.65
9,335,607.90
2,933.40
9,146,096.09
5,561,399.16
7,545,329.52
9,228,936.71
242,900.40
1,251,721.57
14,891,596.43
103,627.65
3,998,891.00
2,758.40
5,083,467.00
4,054,322.22
6,903,538.87
6,586,556.70
242,193.20
135,360.81
4,692,342.24
0.00
4,156,716.90
175.00
2,714,629.09
425,899.97
641,790.65
2,638,380.01
707.20
New Non-Binding
Commitments
0.00
1,915,000.00
0.00
1,180,000.00
0.00
1,348,000.00
1,081,176.97
0.00
4,000.00
0.00
921,915.88
32,930,019.01
1,332,388.44
1,697,354.53
9,571.00
1,707.00
36,892,955.86
34,114,081.92
4,352,641.38
1,479,512.22
13,818,385.38
213,892.91
2,349,706.70
1,362,384.78
1,547,412.58
895,669.51
100,268.62
9,347,825.70
2,994,744.81
3,964,780.37
$177,487,114.62
868,078.22
30,596,367.46
822,243.29
998,574.02
8,321.00
1,707.00
33,295,290.99
21,323,326.38
2,288,641.38
1,192,327.19
12,336,051.16
191,937.91
1,139,246.62
1,262,242.07
1,480,492.65
792,568.75
94,407.72
8,803,010.97
2,182,551.82
3,266,470.37
$132,767,239.02
53,837.66
2,306,151.55
510,145.15
698,780.51
1,250.00
0.00
3,570,164.87
12,790,755.54
2,059,000.00
287,185.03
1,079,834.22
21,955.00
1,109,460.08
100,142.71
66,919.93
103,100.76
5,860.90
542,814.73
712,192.99
698,110.00
$38,553,498.63
0.00
27,500.00
0.00
0.00
0.00
0.00
27,500.00
0.00
5,000.00
0.00
402,500.00
0.00
101,000.00
0.00
0.00
0.00
0.00
2,000.00
100,000.00
200.00
$6,166,376.97
Commitments
New Gifts (1)
(1) New Gifts, private grants, bequests and deferred (irrevocable) gifts. Pledge payments are excluded.
(2) Original pledge amounts of new pledges recorded during the fiscal year‐to‐date.
New Pledges (2)
UNIVERSITY OF VIRGINIA
RECTOR AND VISITORS AND ALL UNIVERSITY‐RELATED FOUNDATIONS
New Commitment Comparison Report
Comparison By School/Area 2014‐15 To 2013‐14
School/Area
11
Architecture School / Foundation
College of Arts and Sciences / Foundation
Blandy Farm / Fdn of the State Arboretum
McIntire School of Commerce / Foundation
School of Continuing & Professional Studies
Darden School / Foundation
Curry School of Education / Foundation
Engineering School / Foundation
Law School / Foundation
Batten School of Leadership & Public Policy
Health System:
Children's Hospital
Medical School / Foundation
Medical Center
School of Nursing
Claude Moore Health Sciences Library
Virginia Health Foundation
Subtotal for Health System
Athletics / Foundation
Jefferson Scholars Foundation
Miller Center / Foundation
Rector and Visitors
Center for Politics
Historic Preservation
Fralin Museum of Art
University Library
Virginia Foundation for the Humanities
Women's Center
UVa Fund
Alumni Association
UVa's College at Wise / Foundation
Totals
July 1, 2014 thru
April 30, 2015
1,387,082.38
21,498,938.67
103,627.65
9,335,607.90
2,933.40
9,146,096.09
5,561,399.16
7,545,329.52
9,228,936.71
242,900.40
July 1, 2013 thru
April 30, 2014
1,143,353.26
21,973,669.90
68,254.93
5,963,912.69
30,444.40
14,099,984.91
3,571,358.00
4,632,728.79
13,377,139.16
195,884.84
$ Increase
(Decrease)
243,729.12
-474,731.23
35,372.72
3,371,695.21
-27,511.00
-4,953,888.82
1,990,041.16
2,912,600.73
-4,148,202.45
47,015.56
921,915.88
32,930,019.01
1,332,388.44
1,697,354.53
9,571.00
1,707.00
36,892,955.86
34,114,081.92
4,352,641.38
1,479,512.22
13,818,385.38
213,892.91
2,349,706.70
1,362,384.78
1,547,412.58
895,669.51
100,268.62
9,347,825.70
2,994,744.81
3,964,780.37
$177,487,114.62
950,217.24
27,587,412.96
1,311,257.32
1,759,784.95
19,346.10
62,644.83
31,690,663.40
22,062,158.83
6,696,245.35
1,913,577.13
27,438,641.64
339,492.13
3,024,368.98
936,545.77
639,479.94
1,719,128.73
142,259.81
5,929,659.30
2,104,819.75
7,512,769.57
$177,206,541.20
-28,301.36
5,342,606.05
21,131.12
-62,430.42
-9,775.10
-60,937.83
5,202,292.46
12,051,923.09
-2,343,603.97
-434,064.91
-13,620,256.26
-125,599.22
-674,662.28
425,839.01
907,932.64
-823,459.22
-41,991.19
3,418,166.40
889,925.06
-3,547,989.20
$280,573.42
New Gifts, private grants, bequests and deferred (irrevocable) gifts. Pledge payments are excluded.
Original pledge amounts of new pledges recorded during the fiscal year‐to‐date.
% Increase
(Decrease)
21.32
‐2.16
51.82
56.53
‐90.36
‐35.13
55.72
62.87
‐31.01
24.00
‐2.98
19.37
1.61
‐3.55
‐50.53
‐97.28
16.42
54.63
‐35.00
‐22.68
‐49.64
‐37.00
‐22.31
45.47
141.98
‐47.90
‐29.52
57.65
42.28
‐47.23
0.16%
University Advancement Report
Gifts/Commitments (FY 2015):






Phonathon giving has increased 41% ($753.5K).
Parent giving to the Parents Fund is up 8% ($1.01M).
Parent giving to the Parents Fund over $5K is up 50%.
All Reunion classes have met and exceeded their dollar goals; nearly 4,900 donors have
given over $25M.
Bequest expectancies increased 154% ($45.1M vs. $17.7M in FY 2014).
Deferred gifts are up 60% ($5.6M vs. $3.5M in FY 2014).
Hiring Update Since the Last BOV Meeting:








Two Discovery Officers hired (to focus solely on prospect identification); both start on
6/1/15.
Associate Director of Development for Faculty Excellence hired; starts on 6/1/15.
Director of Development for Parent Giving hired; started the end of May.
Director of Development for the Batten School hired; starts on 7/1/15.
Associate Director of Development in Gift Planning position recently posted.
Director of Development for the Center of Politics will be posted in early June.
University Advancement has representation on the search committees for the Executive
Director of Development searches at Curry and Darden.
No new funding has been utilized in our hiring this year.
Alumni & Parent Engagement:


In FY 2015 to date, U.Va. Advancement-Lifetime Learning has organized 84 faculty
and staff lectures, representing 9 schools.
April/May highlights:
o President Sullivan held two “all-comers” receptions with UVaClub of
Maryland-Baltimore and UVaClub of Memphis.
o European alumni and friends were invited to attend University Singers European
Tour concerts in 7 cities, including a formal reception with the UVaClub of
London.
o HoosNetwork Live Stream published an interview with HooReads! Author and
2015 SCHEV Outstanding Faculty Award winner, Stephen Cushman.
12
o HoosNetwork has featured 105 editorials from 73 alumni, representing 8
schools, since launching in February 2015.
o UVaClubs and Cavalier Admission Volunteers hosted 40 Accepted Student
Receptions in partnership with the Office of Admission.
o Cavalier Travels coordinated a trip to the Kentucky Derby hosting a joint dinner
with the UVaClub of Louisville for local alumni, parents, and friends.
o Jeff Legro, Vice-Provost for Global Affairs, was the featured speaker at two
UVaClub Spring Receptions.
o UVaClub events in Beijing and Shanghai were organized to support and
promote the State Ballet of Virginia’s China Tour.
Additional Highlights:
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The majority of the central development restructuring plan outlined in the September
2014 Board of Visitors meeting has been completed and implemented.
Activity level (personal visits) for preexisting University Advancement staff is up 24%
through April with new performance metrics.
Discovery visits (introductory appointments) by University Advancement fundraisers
have increased 35% over the same period last year.
Development/Campaign Retreats for the deans have been scheduled for early June and
August; individual planning meetings are being scheduled throughout the summer.
Recruitment of a Steering Committee for NCOUR has been completed by Peter Grant
(chair); a white paper and survey are being circulated prior to a planning call.
A three-day visit to the College at Wise was completed in May and included meetings
with the advancement team, major donors, board members, faculty, senior
administration, and the Chancellor.
In April, the talent management team organized four workshops, two webinars, and
three Centers of Practice meetings for over 190 participants across Grounds. Topics
included gift planning, UVa finances, building a career at Virginia, faculty engagement,
and big data & the Data Sciences Institute. In FY 2015 to date, professional
development opportunities have been utilized by nearly 800 staff from across the
Advancement community.
Working with the Curriculum Advisory Group, the curriculum and program for
Introduction to Advancement at UVa, our new employee training program, were
redesigned.
13
University of Virginia — University Advancement
Engagement and Annual Giving
10 Year Impact Report
Fostering lifelong relationships with alumni, parents, students and friends
that strengthen their connection with the University of Virginia
to increase involvement and support
Robert D. Sweeney, Senior Vice President, University Advancement
Cindy Fredrick, Associate Vice President, University Advancement Engagement and Annual Giving
14
The Next Era of Engagement in University Advancement
In 2003, President John Casteen convened the Alumni Relations Task Force (ARTF) to brainstorm ways to enhance the
University’s ability to build and maintain relationships with an increasingly diverse community of former students. As
a result of this task force, the Board of Visitors charged University Advancement (UA) with creating an Engagement
Office, allocating significant resources to launch a new division that, in partnership with the Alumni Association, would
create “programs that enable and encourage alumni to make the University a tangible presence in their daily lives.” To
achieve a holistic, best-in-class engagement program, University Advancement and the Alumni Association collaborate
to offer a full scope of activities.
University Advancement– Engagement
Alumni Association
Alumni & Parent Travel
Alumni Interest Groups
HoosNetwork—Digital Engagement
Career Services
Lifetime Learning
Homecoming/Reunions
University Annual Giving
Legacy Admissions
UVaClubs
Student Programming
-Cavalier Admission Volunteers
U.Va. Fund
-Student Ambassadors
U.Va. Magazine
In the spring of 2005, the first Engagement officers began working in University Advancement. This report gives a 10
year update on the progress University Advancement has made and discusses the strategic priorities of inclusivity, volunteer-centered programming, international engagement and involvement by students, parents and faculty.
Since the University’s commitment to expand Engagement programming within University Advancement, over 51,000
alumni, parents and friends have been documented as registering for 9,000 events over 135,000 times. This represents
a 2,700% increase in documented involvement over the past 10 years.
15
Inclusive Model
Alumni Registrants
by Age
FY05-FY14
4%
36%
23%
13%
13%
11%
<20
20-29
30-39
40-49
50-59
>60
Engagement programs serve all stakeholders who are interested in being part of a
lifelong network with the University regardless of donor, membership or affiliation
status. To represent this inclusive model, one of the first actions was to change the
name of regional clubs from Virginia Alumni Clubs to UVaClubs. UVaClubs welcome all
alumni, parents, students and friends to participate, not solely alumni. While alumni
and students are still the primary stakeholders, the diversity of participants has
provided a richer environment for programming and networking.
Engagement Registrants by Entity Type
4%
20%
Alumni Registrants by
Ethnic Diversity
FY14
21%
Registrants
14%
Alumni Baseline
76%
Alumni/Students
Non-Alumni Parent
Friends
Volunteer-Driven Programming - Train the Trainer Model
Volunteer Demographics
FY14
54%
46%
36
39
Female
Male
Median age
Countries represented
Registrant Location
FY14
42%
Virginia
51%
U.S. outside of VA
7%
International
With 90% of events sponsored by UVaClubs, Engagement utilizes a “train the trainer”
organizational model, thus leveraging the foundation of student self-governance. This
shared ownership approach allows Engagement officers to provide guidance, tools,
and communication vehicles to the volunteer leaders who plan and execute events to
advance the University’s mission and goals. This organizational structure allows the
University to have a greater impact with efficient use of staff and financial resources.
In just 10 years, the number of individuals who volunteer on an annual basis has
grown from 200 to 950, representing a 375% increase.
International Engagement Expansion
In FY09, University Advancement developed the first international University-wide
Engagement strategic plan to increase Engagement programming outside of the United States. Currently 9% of all Engagement activity and 7% of all registrants are
outside the U.S. New programs, such as UVaExpress, a bus transportation and hospitality program for incoming international students, and the International Welcome
Dinner have become annual traditions. Last year over 180 students and parents participated in UVaExpress, representing 32 countries. The International Welcome Dinner
for all incoming international students and parents annually draws over 500 guests.
16
Student Engagement
Lifelong participation is a continuum that begins before a student arrives at U.Va. With
support from the President’s Office and the Office of Admission, volunteers serve as
ambassadors at college fairs, make congratulatory calls and host 40 accepted-student
receptions and 90 student send-offs each year. In FY10, the Student Ambassadors
program was created to allow students to serve as liaisons back to their home region
UVaClub. These students attend regional events and serve as goodwill ambassadors at
alumni and parent events on Grounds. Student recruitment and outreach programming has more than doubled in the last six years, going from 10% of programming in
FY08 to 23% in FY14.
Non-Alumni Parent Involvement
Integration of non-alumni parents into traditional alumni Engagement programming is
central for increased participation. Non-alumni parents have feelings about the
University similar to our alumni, as documented through surveys conducted by
eAdvancement in 2012 and 2013. The following percentages indicate feelings
described as “a great deal or a fair bit.”
Take Pride
Emotional Connection
Alumni
96%
83%
Non-alumni Parents
93%
75%
Over the last 10 years, 20% of all registrants have been non-alumni parents, with the
vast majority of parents attending student recruitment and outreach programs. At
presidential events, nearly one third of the audience can be expected to be parents.
In FY14, nearly 3,000 non-alumni parents were event registrants, representing an
88% increase from FY08. Engaged parents are also important donors to the University. In an analysis of student send-off participants, parents who attended these
events were 50% more likely to be donors to the University than those who did not
attend.
Showcasing Our Faculty
Stakeholders in Engagement are afforded the opportunity to expand their intellectual
knowledge and re-connect to their academic experience through faculty involvement
with UVaClubs, Lifetime Learning and Cavalier Travels. In the past 10 years, over 440
administrators and faculty from all schools have given presentations to our stakeholders “on the road” and on Grounds. President Teresa Sullivan and former President
John Casteen have given 109 “all comer” State of the University talks with UVaClubs
around the world. Through the commitment of our faculty to Engagement efforts,
just over 1,100 faculty lectures have been offered in only 10 years.
17
“The tasteful and wellorganized affairs were a
delight, and you provided
another impressive link for a
parent like me to feel very
much a part of the UVA
community.”
U.Va. Parent
Outstanding Faculty
Awards
2014
Wayne Cozart
Ryan Hargraves
Dorothy Fontaine
Barbara Perry
Stephen Cushman
2013
Gordon Burris
Ernest Ern
Paul Freedman
Arthur Garson, M.D.
Maurie McInnis
2012
Kenneth Elzinga
Francesca Fiorani
Gary Gallagher
Edward Murphy
Richard Warner
2011
Fred Diehl
Suzan Garson
Stephen Macko
Stephen Railton
Kathryn Thornton
2010
Phoebe Crisman
Rebecca Dillingham
Gregory Fairchild
Lawrence Goedde
Mark White
Jason Williford
Engagement Programs
Engagement Programs
 Alumni & Parent Travel
 HoosNetwork
 Lifetime Learning
 UVaClubs & Cavalier
Admission Volunteers
Engagement programs focus on involving stakeholders where they live, learn and
travel through Alumni and Parent Travel, Digital Engagement, Lifetime Learning and
Regional Engagement, which includes UVaClubs and Cavalier Admission Volunteers. In
FY14, over 18,000 stakeholders registered 31,500 times for nearly 1,400 events, and
represented 54% of overall event registration in the University’s donor database.
From the beginning, creating programming to represent the diverse interests of stakeholders was a key priority. Over the last three years, programming is equally divided
between five main categories: student recruitment and outreach, intellectual
knowledge, athletic spirit, volunteerism and social networking.
Types of Programs—3 year Average FY12-FY14
In the past decade, student outreach has seen the greatest increase, consistent with
the ARTF report statement that “if students feel a sense of connection with the University right from the start, they are more likely to maintain that connection after they
leave the Grounds.” This results in more parent involvement and meets the interests
of alumni who would like more contact with students.
Travel Participants
FY06-FY14
2,622 Travelers
92% Alumni donors
23% Repeat travelers
“This is the level of travel
experience we should provide at UVA. It is consistent
with our intellectual objectives and fun.”
Alumni and Parent Educational Travel—Cavalier Travels
Since 2006, Cavalier Travels has coordinated over 120 travel experiences with U.Va.
faculty to all seven continents. Examples of destinations include Turkey, Egypt,
Vietnam, Peru, Scotland, Italy and Cuba. In some destinations, receptions are held
with local alumni and parents, further connecting U.Va.’s global family.
These trips are well-received, as evidenced through post-trip surveys: 99% said they
would recommend the travel program to a friend and 94% indicated the trip met or
exceeded their expectations. The travel program has specially-designed international
trips and local travel experiences during Reunions with schools and units including the
Nursing Alumni Association, College of Arts and Sciences, Medical Alumni Association
and Virginia Athletics Foundation. Additionally, family-oriented and community
service trips are offered to further meet the interests of stakeholders.
This program both cultivates and stewards major donors, as three out of the seven
top U.Va. donors are travelers. To date, 92% of all travelers are fiscal year donors
and have a combined giving history of $290M.
18
Digital Engagement
To meet expanding interests of stakeholders to connect with the University online, the
Engagement Office developed a digital strategy to increase involvement. This strategy
involves a variety of online platforms including webinars, online alumni interviews and
social media postings on Facebook, LinkedIn, Twitter, YouTube and Google+. HoosNetwork, a hub containing informative and entertaining advice-based articles for ‘Hoos
around the world, was launched in February 2015. This new media hub affords the
opportunity for all stakeholders, nationally and internationally, to interact and connect
with fellow alumni and current students. Embedded within HoosNetwork articles and
blog postings are advertisements that promote event attendance, awareness, on-line
donations and overall exposure to fundraising initiatives, as well as messaging from the
University and schools. To date, over 70 alumni and student volunteers are either
“This is a fabulous alumni
benefit! I am an alum of
three major, well-respected
universities, and only U.Va.
offers me access to these
excellent research tools. “
EBSCO Library User
active bloggers or regular contributors to the site. Topics covered range from fashion
and travel, to careers and networking, to graduate school, wellness and recipes.
Lifetime Learning
U.Va.’s alumni, parents and friends are lifelong learners and want to continually expand
their intellectual knowledge. Each year, approximately 120 faculty lectures are held in a
variety of formats including extended learning programs, talks and panel discussions.
Over the last 10 years, 440 faculty and staff members from all 11 schools have given a
combined 1,164 talks. In addition to these talks, Lifetime Learning offers many opportunities for online learning, including: EBSCO, an online library of five research databases for alumni; podcasts of select lectures; a faculty blog called “Thoughts From the
Lawn”; and HooReads!, a global virtual book club. Faculty members volunteer their time
to participate in these programs and indicate that they enjoy reconnecting with former
students. Each year, Engagement hosts a faculty recognition event. Since FY07, 23
faculty have been honored with Outstanding Faculty Service Awards.
Extended Learning Programs
Summer Jefferson Symposium
U.Va. at Oxford Seminar
One-Day U.Va.
Lectures and Talks
Engaging the Mind
Faculty Talk Registrations
740% Increase in 7 years
EBSCO Sessions
711% Increase in 3 years
41,500
50,000
Online Learning
40,000
4000
Alumni Library
30,000
2000
20,000
700
Podcasts
5,100
HooReads!
10,000
Webinars
0
0
FY07
FY14
Reunion Seminars
UVaClub Faculty Talks
5,900
6000
More than the Score
FY11
19
FY14
Blogs
UVaClubs and Cavalier Admission Volunteers
UVaClub Activities
Student Outreach
Jefferson Book Award
College Fairs
Congratulatory calls
Accepted Student Receptions
Student Send-offs
UVaExpress
International Dinner
Student Ambassadors
Athletic/Sporting Events
Game watching parties
Tailgates
Championship & Bowl
events
Recreation leagues
Professional sport outings
The greatest area of growth and transformation since the formation of the
Engagement Office lies within the regional network programs: UVaClubs and Cavalier
Admission Volunteers. Currently there are networks in 136 locations that represent
95% of all Engagement events and 82% of all event registrations. Since 2005, these
networks have engaged 43,000 unique alumni, parents, students and friends who
have registered over 115,000 times for 8,500 events.
These networks are independent volunteer organizations that operate under a shared
partnership model with Engagement. Engagement staff provide guidance and feedback to volunteer leaders as they develop a regional calendar of events that meet
individual local interests in concert with the needs of the University. Volunteers are
chosen locally and represent the full diversity of our alumni and parent population.
Since FY07, Engagement has committed time and resources to tracking events and
registrations. In a 2013 telephone survey of club metrics at peer institutions, U.Va.
was second in the number of events recorded, and first in the number of individual
registrations. Without registration information, the University, schools and units
would not be able to leverage this active form of involvement or identify patterns of
behavior.
Intellectual Enrichment
Faculty lectures
Book clubs
Museum tours
Personal enrichment classes
Welcome to the City
Happy hours
Roasts, galas, BBQs
Professional networking events
Volunteer Service
Cavalier Cares local services
Board participation
Through tracking participation, we have learned that alumni event registrants are
twice as likely to be donors than the general alumni population. Participation is
clearly key; increased engagement leads to increased involvement and, for many,
increased giving.
The UVaClubs program at U.Va. is a recognized leader from CASE III and has earned
two Grand Awards for UVaExpress and a joint award with the Alumni Association for
the Western US Weekend. In addition, the Engagement Office and the Alumni Association received an Award of Excellence for overall alumni relations programming.
20
Annual Giving
The Alumni Relations Task Force concluded that in order to increase private
philanthropy, the University must complement its successful major donor
fundraising strategy with Engagement programs that reach all alumni. In FY14, the
University‘s central annual giving operation was integrated within Engagement.
This strategic move allows for greater synergy to motivate our broad base of
engaged stakeholders to become invested annual giving donors.
The annual giving team focuses on University-wide campaigns through integrated
marketing appeals. This includes one-day giving events such as GivingToHoosDay
and #TJBDay for Need-Based Scholarships as well as the President’s fundraising
appeals, Phonathon, University priorities and Parent and Young Alumni Annual
Giving. Annual Giving also collaborates with Engagement programs to distribute
giving messages where appropriate and supports fundraising activities in local
UVaClubs.
Since FY11, giving though the President’s letter has increased 61%, with nearly
$3M raised for schools, representing approximately 60% of gifts. The Phonathon,
over the last year, has seen dramatic results by implementing revised training for
callers, new donor-centric scripts and targeted segmentation. In the last year the
Phonathon saw a 60% increase in cash and pledges, with 60% total dollars raised
for schools.
University wide, over the last six years, giving to annual fund accounts has
increased 20.5%. At the end of FY14, $68M had been received compared to $56M
in FY08. Since the publication of the ARTF, the number of donors has increased
44%, from 33,000 in FY03 to 48,000 in FY14.
21
“Individual philanthropy is
very important to me. U.Va.
has been a good steward of
our philanthropy and has
done a good job of stating
the case for need. The
University has a bright,
bright future.”
U.Va. Donor
School Involvement
Alumni Registrants for UA
Engagement Events
by Preferred School
FY05-FY14
Architecture
Arts & Sciences
Batten School
1,277
23,252
95
Commerce
4,808
Darden
1,615
Education
1,386
Engineering
4,627
GSAS
Law
Medicine
SCPS
School of Nursing
Alumni make up the largest percentage of our invested stakeholders, and participants
come from every school. The College of Arts & Sciences represents the largest
constituency of participating alumni, as well as the largest percentage of alumni
across all schools. When comparing the percentage of constituents by school who
register for Engagement events to the percentage breakdown of all alumni by school,
alumni from the College and Commerce are slightly more involved and alumni from
Education, Law and Nursing are slightly less involved than the corresponding overall
school percentage.
Alumni Demographics
by School FY14
CLAS & GSAS 51%
Architecture
3%
Commerce
8%
Darden
5%
Engineering
11%
Education
12%
Law
9%
Medicine
3%
SCPS
<1%
Nursing
4%
Batten
<1%
841
1,730
288
71
961
Rounded to nearest whole number
Undergraduate Alumni
Identify Most Closely With
65% University as a Whole
9% School
8% Department
11% Student Organization
5% Class
eAdvancement Survey 2012
Engagement’s programs promote events to all alumni and schools; schools can then
leverage particular events by encouraging attendance from their alumni and
providing personalized follow-up. This allows schools to more closely connect with
their alumni around the world, where they may not have existing programming. The
Lifetime Learning program provides a platform for school faculty members to share
their message across a broad population. Some lectures are co-sponsored with
schools and have included follow-up messages for information and philanthropy. In
other instances where schools have hosted events for their alumni and wanted a
larger audience, Engagement has used its integrated marketing vehicles to promote
these events to all alumni in a given region. As the University moves to a new activity
based financial model, Engagement and Annual Giving will adapt its activities to
further enhance opportunities not only for the good of the University, but for individuals schools as well.
22
Stakeholder Model for Engagement
Partnerships with
Offices, Programs and
Foundations
University of Virginia alumni, parents and friends are the primary stakeholders for
Engagement programming and the Engagement Office partners with schools, foundations programs, faculty and staff to develop a holistic engagement strategy.
University of Virginia Engagement Stakeholders

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Engagement and Annual Giving have long-standing partnerships with several
University offices, programs and foundations. Examples include: International
Welcome Dinner and student engagement programs with the Office of the President;
college fairs, congratulatory calls and accepted student receptions with the Office of
Admission; research library collaboration with the University Library; co-sponsoring
of MLK community events with the Office of Diversity and Equity; parent orientation
activities with Student Affairs; regional tailgates and socials with VAF; Festival of the
Book events with the Virginia Foundation for the Humanities; HooReads! partnership
with the Miller Center; and many on-going collaborations with the Alumni
Association including Western U.S. Weekend and joint strategic planning. The
Phonathon provides calling services to 13 schools, foundations and programs.
With this shared stakeholder model for Engagement, the University will continue to
be a leader in connecting alumni, parents and friends to each other, their school,
their student experience and the University.
Staffing and Financial Resources
University Advancement’s Engagement and Annual Giving is comprised of 26 staff
members, 55 student employees, 170 student volunteers and 1,400 alumni and
parent volunteers. The total budget for Engagement and Annual Giving in FY14 was
$2.33M, of which $486,000 is used for Engagement program operating expenses.
The office is led by Cindy Fredrick, who has 23 years experience with the University,
serving as a founding member of the Engagement Office and former Executive
Director of Madison House, the student volunteer center at U.Va. Collectively, the
leadership team within Engagement and Annual Giving has over 70 years experience
working at the University of Virginia.
23

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Office of the President
Executive VP & Provost
Vice Provost for the Arts
Vice Provost for Global
Affairs
Dean of Admission
University Library
Center for Politics
Virginia Foundation for
the Humanities
Executive VP & COO
University Bookstore
VP for Diversity and
Equity
VP for Student Affairs
VP for Research
Intercollegiate Athletics
Virginia Athletics
Foundation
Alumni Association
Jefferson Scholars
OLLI
Miller Center
Madison House
SELECTED ACCOMPLISHMENTS
FY05 to FY14
Overview Highlights

9,000 events, including 1,200 talks by 440 faculty, administrators and coaches

51,000 unique registrants (41,000 alumni) for 135,000 event registrations

2,700 percent increase in registrations over 10 years (from 1,100 event registrations in FY05 to 31,500 in FY14)
New Initiatives or Programs Developed over the last 10 years

Accepted Student Receptions - Events in April to inform accepted students about U.Va.

UVaExpress - Bus transportation and hospitality program for incoming international students

Cavalier Admission Volunteers - Regional networks focused on student recruitment and student programming

International Welcome Dinner - Dinner for all incoming international students and parents

UVaClub Student Ambassadors - Current students serving as liaisons to their hometown region

Hoos Up for Coffee - Parent to parent regional conversations

15 in 2015 Volunteer Cavaliers Care - Stakeholders committed to 15 hours of volunteer service in 2015

Extended Learning - Continued U.Va. at Oxford, Summer Jefferson Symposium and Civil Rights South from SCPS

EBSCO online alumni library - Five research databases for personal and professional use

HoosReads! - International virtual book Ccub featuring U.Va. faculty authors

One-Day UVa - Visits to historical or cultural sites with U.Va. faculty

Faculty Speaker Recognition Reception - Annual outstanding faculty of the year recognition and reception

HoosNetwork - Web-based hub to share stakeholder content and advice through social media

Alumni & Parent Travel - Service trip to Vietnam with Nursing Alumni Association

GivingToHoosDay - One-day giving campaign

Integration of parents into alumni engagement programs

Integrated annual giving and engagement programs
Awards and Recognition

CASE (Council for Advancement and Support of Education) District III
2013—Award of Excellence in Fundraising Annual Fund, Rotunda Society
2011—Grand Award in Special Projects, Western United States Weekend
2009—Grand Award in Special Projects, UVaExpress
2008—Award of Excellence in Overall Alumni Relations Programs
24
NAMINGS REPORT
ADVANCEMENT AND COMMUNICATIONS COMMITTEE
UNIVERSITY OF VIRGINIA
JUNE 11, 2015
25
Namings Report
The following naming does not require Board action; it is
provided below as a matter of record.
NANCY ARTIS & DOUG CATON CLINICAL TRIALS CENTER
Gift of Nancy Artis and Doug Caton
The Clinical Trials Center in the Battle Building at the U.Va.
Children’s Hospital is named for Nancy Artis and Doug Caton,
who are generous supporters of the Battle Building and the
Children’s Hospital. Ms. Artis graduated from the Curry School
of Education in 1968 and received her doctorate from the Curry
School in 1980. She is a certified Child Life Specialist who
taught in Florida and Albemarle County before becoming
affiliated with the U.Va. Children’s Hospital in 1972.
Currently, she serves as Educational Director for the Hospital
Education Program, a state-operated program which provides a
broad range of school and extracurricular services to help
normalize hospital stays for children and their families. Ms.
Artis serves on the board of the UVA Health Foundation and on
the Children’s Hospital Committee. Mr. Caton is CEO of the
real estate company Management Services Corporation in
Charlottesville.
26