OPEN – GB – INFO 5-1 January 31-February 1, 2013

OPEN – GB – INFO 5-2 January 31-February 1, 2013

OPEN – GB – INFO 5-3 January 31-February 1, 2013

OPEN – GB – INFO 5-4 January 31-February 1, 2013

OPEN – GB – INFO 5-5 January 31-February 1, 2013

OPEN – GB – INFO 5-6 January 31-February 1, 2013

DEVELOPMENT UPDATE UNIVERSITY OF MISSOURI BOARD OF CURATORS JANUARY 31, 2013 OPEN – GB – INFO 5-7 January 31-February 1, 2013

Capital Campaign Supports Mission and Strategy Key Strategic Initiative = Undergraduate Enrollment Growth Target = 20,000 by 2020 University Needs Capital Campaign Category $ Mil High Demand Courses of StudyPrograms51 Top Ranked FacultyEndowed Chairs47 Learning EnvironmentFacilities83 Access/AffordabilityScholarships49 Ability to InvestUnrestricted20 UMKC Vision and Strategy OPEN – GB – INFO 5-8 January 31-February 1, 2013

UMKC’s Development Organization UMKC Chancellor President UMKC Foundation Development Staff Vice Chancellor Advancement Advancement Services and Stewardship Staff Development Organizational Chart OPEN – GB – INFO 5-9 January 31-February 1, 2013

UMKC campaign progress Total as of Endowment $ RaisedExpendable $ Raised% Endowment% ExpendableUnrestrictedRestricted% Unrestricted% Restricted Academic Affairs/Honor College$ % $ % Arts and Sciences$7,835,554.86$4,433,228.35$3,402, %43.42%$1,103.00$7,834, %99.99% Athletics$2,936,707.01$111,192.19$2,825, %96.21%$2,135.00$2,934, %99.93% Biological Sciences$17,234.82$7,925.20$9, %54.02%$5.00$17, %99.97% Computing and Engineering$8,756,870.48$1,616,437.25$7,140, %81.54%$721,341.93$8,035, %91.76% Dentistry$5,902,442.10$315,934.14$5,586, %94.65%$482,882.99$5,419, %91.82% Diversity$54,340.00$0.00$54, %100.00%$0.00$54, %100.00% Education$7,003,428.39$3,737,092.54$3,266, %46.64%$2,853.00$7,000, %99.96% Graduate Studies$31,828.39$6,676.20$25, %79.02%$3.33$31, %99.99% KC Rep$7,092,726.72$0.00$7,092, %100.00%$0.00$7,092, %100.00% KCUR$5,553,699.95$267,829.51$5,285, %95.18%$0.00$5,553, %100.00% Law$4,007,620.72$636,430.16$3,371, %84.12%$680,419.40$3,327, %83.02% Management$44,433,663.22$2,544,647.91$41,889, %94.27%$1,126,347.00$43,307, %97.47% Medicine$4,156,881.89$1,564,238.17$2,592, %62.37%$63,184.26$4,093, %98.48% Music and Dance$8,860,735.92$1,738,705.38$7,122, %80.38%$218,472.38$8,642, %97.53% Nursing$1,035,573.73$253,134.37$782, %75.56%$48,660.01$986, %95.30% Office of Research$78,750.00$0.00$78, %100.00%$0.00$78, %100.00% Other Programs$12,416,297.87$397,200.28$12,019, %96.80%$1,058,327.95$11,357, %91.48% Pharmacy$6,788,763.58$3,108,415.16$3,680, %54.21%$293,057.64$6,495, %95.68% Student Affairs$5,117,954.61$1,123,853.52$3,994, %78.04%$3,950.00$5,114, %99.92% Trustees$855,987.73$144,081.56$711, %83.17%$481,262.73$374, %43.78% University Libraries$3,501,321.64$10,585.44$3,490, %99.70%$54,394.25$3,446, %98.45% Vision Research$1,062,427.42$42,578.86$1,019, %95.99%$0.00$1,062, %100.00% $137,500,811.05$22,060,186.17$115,440, %83.96%$5,238, $132,262, %96.19% OPEN – GB – INFO 5-10 January 31-February 1, 2013

UMKC Annual Fund and Planned Giving Raised to date Campaign Goal Scholarships$23.03M$48.9M Faculty/Staff$11.32M$47.25M Facilities$41.05M$83.05M Programs$50.95M$53.79M Unrestricted $5.24M$19.85M Sponsored Research $0 $3.14M Totals$137.58M$250M * $25M pledge from Henry Bloch ** Inaugural year of UMKC Foundation Capital Campaign goal and actual OPEN – GB – INFO 5-11 January 31-February 1, 2013

UMKC Giving vs. Peers Outright Contributions / CashDeferred Endowment Value Alumni Solicited VSE Alumni ParticipationAlumni: Total Dollars InstitutionFY2011 FY2009FY2010FY2011FY2009FY2010FY2011 (($000)) #%% University of Missouri-Kansas City (Kansas City, MO)$21,469$31$239,29077, %10.23%10.26%$1,717$2,455$2,111 Aspirational Schools University of Pittsburgh (Pittsburgh, PA)$114,482$4,366$2,545,092145, %12.90%18.10%$9,156$12,941$17,552 SUNY - Buffalo*$32,727$972$494,791140, %13.10%11.60%$8,901$9,211$14,024 Temple University (Philadelphia, PA)$44,248$647$320,829206, %10.23%9.50%$6,572$22,461$7,892 Univ of Illinois - Chicago (IL)$80,095$119$219,987183, %4.60%3.80%$11,008$3,585$23,184 University of Cincinnati (Cincinnati, OH)$109,759$657$1,004,000192, %11.00%11.70%$16,960$21,317$16,560 Operational Schools George Mason University$44,408$0$51,608122, %4.93%5.50%$1,009$969$1,366 University of Alabama at Birmingham (Birmingham, AL)$91,447$2,687$310,73594, %10.30%11.00%$4,390$2,552$2,660 University of Louisville$86,211$121$769,337115, %9.90%9.60%$11,444$13,842$18,277 University of South Florida$81,492$1,386$344,029226, %10.40%9.90%$5,750$5,088$7,406 Virginia Commonwealth University (Richmond, VA)$47,432$0$450,590145, %5.10%5.00%$2,773$6,968$4,756 *SUNY-Buffalo figures listed are for the "University at Buffalo-SUNY." These do not represent the SUNY-Buffalo State College. OPEN – GB – INFO 5-12 January 31-February 1, 2013

Fundraising Report Cheryl B. Schrader, PhD Chancellor, Missouri S&T February 1, 2013 OPEN – GB – INFO 5-13 January 31-February 1, 2013

Fundraising Vision During FY2011, $6+M was raised for Bertelsmeyer Hall Campaign Figures include outright gifts and pledges OPEN – GB – INFO 5-14 January 31-February 1, 2013

Assistant Vice Chancellor Development Senior Development Officer, Corporations & Foundations Senior Development Officer Development Officer Development Officer, Corporations & Foundations Senior Development Officer Executive Director Development Vice Chancellor for University Advancement Manager Donor Relations General Manager Public Radio KMST Director Communications Executive Director Alumni Relations & Advancement Services 17 staff 2 staff 10 staff 3 support staff OPEN – GB – INFO 5-15 January 31-February 1, 2013

Fundraising Program Performance Metrics Public Research Doctoral Institutions Missouri S&T (FY 11 ) Annual Participation Rate 9.7%17.9% Average Alumni Gift $1,012$1,904 Endowment per student $23,953$19,547 Fundraising Benchmarks OPEN – GB – INFO 5-16 January 31-February 1, 2013

Fundraising Activity Total by MethodTotal by Support Type (5+ Years) (1-5 Years) *FY11 total includes $6M+ for Bertelsmeyer Hall Campaign OPEN – GB – INFO 5-17 January 31-February 1, 2013

Advancing Excellence Campaign $200M Goal Concluded June 30, 2010 RESULTS Charitable Gifts $128M Sponsored Programs $ 83M Total Support $211M OPEN – GB – INFO 5-18 January 31-February 1, 2013

UMSL Development Report Chancellor Thomas George OPEN – GB – INFO 5-19 January 31-February 1, 2013

Gateway for Greatness Campaign comes to a hectic, successful conclusion.  $154.2 million.  Seven-year campaign started July 1,  Goal increased to $150 million from $100 million in July  $22 million per year average – less than $7 million a year prior to campaign.  $28 million raised in final year – campus record!  31 Partners for Greatness ($1 million-plus donors). OPEN – GB – INFO 5-20 January 31-February 1, 2013

Gateway Campaign giving by source. OPEN – GB – INFO 5-21 January 31-February 1, 2013

Gateway Campaign giving by purpose. OPEN – GB – INFO 5-22 January 31-February 1, 2013

Structure and peer comparisons  Centralized structure  University Advancement coordinates all campus-wide and college-unit fundraising.  UMSL averaged $22M per year during campaign.  Peer average was $19M during same time period.  UMSL has raised $10M during first half of FY2013.  UMSL raises $5.60 for every $1 spent.  Peer average is $5.70 for every $1 spent. OPEN – GB – INFO 5-23 January 31-February 1, 2013

Fundraising supports excellence and some gaps.  Donors will support funding gaps for scholarships and new facilities.  Less inclined to support operational budget and facility maintenance affected by state cuts.  UMSL has experienced success in attracting support for new academic initiatives.  Express Scripts.  Center for Excellence in Financial Counseling.  Center. OPEN – GB – INFO 5-24 January 31-February 1, 2013