Oregon State University Foundation Kim Thompson Director of Development ALADN, March 25, 2003

Director of Development for two units: OSU Libraries OSU Libraries OSU alumni and friends Linus Pauling Institute Linus Pauling Institute 12,000 distinct households

History of Development Program OSU Foundation created in 1947 OSU Foundation created in 1947 Assets as of June 30, 2002: $375,080,400 Assets as of June 30, 2002: $375,080,400 Endowment assets as of June 30, 2002: $239, Endowment assets as of June 30, 2002: $239, Total Foundation gifts for fiscal year ended June 30, 2002: $36,212,438 Total Foundation gifts for fiscal year ended June 30, 2002: $36,212,438 Model for development has changed throughout the years Model for development has changed throughout the years

OSU Libraries Development History Prior to the $47 million campaign for the Valley Library begun in 1993, the Libraries had no development officer Prior to the $47 million campaign for the Valley Library begun in 1993, the Libraries had no development officer Campaign was successfully completed in pledges completed by 2001 Campaign was successfully completed in pledges completed by 2001 In 2002, the Libraries received $880,000 in gifts (inc. 3 bequests) In 2002, the Libraries received $880,000 in gifts (inc. 3 bequests) Goal in 2003 is $250,000 Goal in 2003 is $250,000

Budget All costs of development are sustained by the Foundation All costs of development are sustained by the Foundation Budget this year for both units is $22,000 for travel, events, conferences, gifts, entertainment Budget this year for both units is $22,000 for travel, events, conferences, gifts, entertainment Provided cell phone, Visor, laptop, phone card, cubicle Provided cell phone, Visor, laptop, phone card, cubicle

Organizational Chart/OSUF CEO VP-CFO IT/IS, Finance, HR VP-Major gifts vacant Assoc VP interim 18 Dir. Of Dev. Support Staff Planned Giving/ Attorney, Annual Giving Director-Dev. Srvs interim Research, Events, Data Mgmt

Development Team At the Library At the Library Executive Asst to the Univ. Lib Executive Asst to the Univ. Lib At the Foundation At the Foundation Admin, 1/7 time Admin, 1/7 time Research Research IS/IT IS/IT Finance Finance Database Database Annual Giving Annual Giving Planned Giving, one person for Foundation Planned Giving, one person for Foundation Event Planner Event Planner

Benefits of Centralized Development Model Get to know all foundation employees and all aspects of operation Get to know all foundation employees and all aspects of operation Camaraderie and interchange between directors, more cohesive donor approach Camaraderie and interchange between directors, more cohesive donor approach United effort to communicate to the University United effort to communicate to the University Shared resources save money and time Shared resources save money and time

Challenges of Central Development Model Not as familiar with operation and people of units we represent Not as familiar with operation and people of units we represent “Us vs. them” can develop “Us vs. them” can develop Lack of understanding of foundation’s role, policies and procedures Lack of understanding of foundation’s role, policies and procedures

Goal-setting Process University is to provide OSUF with fundraising priorities each year University is to provide OSUF with fundraising priorities each year Goals are set each year by the Directors based on priority needs, and approved by their campus supervisor before being submitted to the University President Goals are set each year by the Directors based on priority needs, and approved by their campus supervisor before being submitted to the University President

Library Development Plan Two annual mailings per year Two annual mailings per year Two-three events in Portland and Corvallis Two-three events in Portland and Corvallis Personal cultivation, solicitation and stewardship- Hold assignment to 50 households Personal cultivation, solicitation and stewardship- Hold assignment to 50 households Football events Football events Library Advisory Council Library Advisory Council Alumni Association Alumni Association Professional training Professional training Public Relations Public Relations Meet regularly with University Librarian and staff Meet regularly with University Librarian and staff Use of Special Collections Use of Special Collections

Challenges Half-time limits fundraising efforts Half-time limits fundraising efforts No longer a university priority No longer a university priority Intense budget pressure--less donor- centric Intense budget pressure--less donor- centric Four CEO’s in three years, no V.P. Major Gifts Four CEO’s in three years, no V.P. Major Gifts No stated priorities from university No stated priorities from university University Librarian not on Dean’s Council University Librarian not on Dean’s Council Limited support Limited support Cubicle Cubicle Other assignment requires national travel Other assignment requires national travel

We are the OSU “Beavers”…