The University of Baltimore ~ Office of University Advancement Bill Lynerd, Vice President Presentation to University Council October 24, 2003.

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Presentation transcript:

The University of Baltimore ~ Office of University Advancement Bill Lynerd, Vice President Presentation to University Council October 24, 2003

University Advancement n Advancement Services (Maggie Matheny) – Gift processing (Margie Gouker-P/T) – Alumni and donor records (M.G.) – Stewardship – Prospect Research (Paula Whisted – P/T)

University Advancement n Alumni Relations (April Baer) –Communicating with graduates –Engaging volunteers –Orchestrating recognition & awards program ~ Assoc. Director (position open) Nicole Jones, Law School Alumni Laura Shelton, Program Specialist

University Advancement n Development –Annual Giving (Ali Wainwright Davitt) –Major Gifts n Michele Ewing, Law School) n Ellen McNulty, Merrick School) n Bill Cole/Ali Davitt, Yale Gordon College –Special Projects

University Advancement n University of Baltimore Educational Foundation, Inc. (Maggie Matheny; Wendy Tews, Senior Accountant) –Receives & manages gifts on behalf of the University and individual departments –University Properties (subsidiary entity) receives and manages buildings and land on behalf of the University

Contributions to UB July 1-September 30 comparison July 1-September 30 comparison

Contributions by designation Legacy Campaign June 30, 2002

Legacy Campaign Contributions by Source ($ in millions)

Legacy Campaign Contributions by Source (number of contributors)

Campaign Contributions by School

47 contributions of $100,000 or more to campaign

UB Educational Foundation (returns/distributions) n FY’ 03 Portfolio return exclusive of physical property investments/UMF Funds (includes unrealized gains)= 5.78% n FY’ 03 Portfolio return including UMF = 5.44% n FY’03 Annualized income distribution = 1.7%

Factors in lower distribution n Return, while improving, includes unrealized gains n Total portfolio includes significant investments that are important to the university in other ways and accruing interest but not paying out significantly at this time (Lyric/Queen Anne Belvedere)