Campaign Charts Ideas for Charts for Campaign Performance

Session

Session Ask questions anytime about any of the material. Ask questions anytime about any of the material. Would rather do less overheads and more discussion. Would rather do less overheads and more discussion. Session will be more interesting for us all. More interaction = more fun. (Especially if the deadly after lunch, late afternoon or end of conference session.) Session will be more interesting for us all. More interaction = more fun. (Especially if the deadly after lunch, late afternoon or end of conference session.) All slides and handouts also available on web site so you won’t miss anything if we don’t get through them all. All slides and handouts also available on web site so you won’t miss anything if we don’t get through them all.

“Handouts” Handouts are not always handouts. Handouts are not always handouts. Most reference a web site so you can print out or view without having to carry around. Most reference a web site so you can print out or view without having to carry around. …. …. Some actually are handouts and will also be available on the web site. Some actually are handouts and will also be available on the web site. You won’t miss anything. You won’t miss anything.

History, Experience, Contact Info. (416)

U of T Backdrop $80 - $130 million raised annually. $80 - $130 million raised annually. Decentralized advancement. 24 distinct divisions. 3 affiliated universities. Geographically disbursed. Other associated and legally related entities such as teaching hospitals. Decentralized advancement. 24 distinct divisions. 3 affiliated universities. Geographically disbursed. Other associated and legally related entities such as teaching hospitals. About 300 staff work within advancement. About 300 staff work within advancement.

U of T Backdrop 600,000 + entities in database. 600,000 + entities in database. 1.1 million pledge rows. 1.1 million pledge rows. 1.4 million payment rows. 1.4 million payment rows. About 45 staff in the processing and technical support group. About 45 staff in the processing and technical support group. Central and decentralized data entry and maintenance. Central and decentralized data entry and maintenance. Other experience – Small to mid to other larger organizations. Other experience – Small to mid to other larger organizations.

Let’s Get Started

Benchmarking Against Campaigns of Similar Size Institution 1 $510 M (1999) Institution 2 $500 M (1998) Your Institution $496 M (2004) Institution 3 $480 M (2002) Institution 3 $460 M (2003) Institution 5 $425 M (2003)

Benchmarking Against Donor Groups i.e. Giving per Alumnus Institution 1 $15,500 Institution 2 $14,400 Your Institution $13,000 Institution 3 $12,000 $11,500 Institution 5 $10,000

Benchmarking Against Donor Groups i.e. Giving per Student Institution 1 $5,500 Institution 2 $4,400 Your Institution $3,000 Institution 3 $2,000 $1,500 Institution 5 $0,000

Campaign History 2000, Pre-Campaign $100 Million 2000, Pre-Campaign $100 Million 2002, Kickoff $125 Million 2002, Kickoff $125 Million 2003, Goal Increase $250 Million 2003, Goal Increase $250 Million 2004, Final Total $300 Million 2004, Final Total $300 Million

Progress to Goal Public Kickoff Close

Annual Giving During Campaign Close

Progress Overview Gifts Pledges $500,000,000 Gifts Pledges $500,000,000 Future Support $ 25,000,000 Future Support $ 25,000,000 Total $525,000,000 Total $525,000,000 Percentage of Goal % Percentage of Goal %

Donor Ratings and Realities 10 M+ (0) 1 5 M+ (2) 3 1 M+ (10) K+ (25) K+ (50) K+ (100) 114

Units Meeting Goals Architecture110% Arts and Science 160% Athletics120% Business110% Education80% Engineering116%

Units Totals Architecture $110 Million Arts and Science $ 80 Million Athletics $ 65 Million Business $160 Million Education $ 56 Million Engineering $140 Million

Endowments Professorships Professorships Fellowships Fellowships Scholarships Scholarships Other Restricted Endowments Other Restricted Endowments Other Unrestricted Endowments Other Unrestricted Endowments

Capital Projects Library Library Computer Technology Laboratory Computer Technology Laboratory Engineering Building Engineering Building Varsity Stadium Varsity Stadium Student Union Building Student Union Building Other Projects Completed Other Projects Completed

Gift Analysis Number of Gifts Received: 560,000 Number of Gifts Received: 560,000 Number of Donors: 283,000 Number of Donors: 283,000 Average Gift Size: $2,808 Average Gift Size: $2,808 Number of Multiple Donors: 58,000 Number of Multiple Donors: 58,000 Number of First Timer Donors: 25,000 Number of First Timer Donors: 25,000 Number of First Time Alumni Donors: 23,000 Number of First Time Alumni Donors: 23,000 Percent Participation by Alumni 65% Percent Participation by Alumni 65%

Gift Analysis Number of Million Dollar Donors 25 Number of Million Dollar Donors 25 Total Dollars Given = $62 Million Total Dollars Given = $62 Million Percentage of Campaign 60% of the dollars were given by 2% of the donors. Percentage of Campaign 60% of the dollars were given by 2% of the donors.

Progress by Donor Group

Progress by Commitment Type

Progress by Restriction

Giving Societies Presidents Council 8,556 have given $56.5 Million Presidents Council 8,556 have given $56.5 Million Deans Club 10,556 have given $28.3 Million Deans Club 10,556 have given $28.3 Million Faculty Club 60,000 have given $20.6 Million Faculty Club 60,000 have given $20.6 Million

Awards & Recognition Circle of Excellence for 3 Years in a Row Circle of Excellence for 3 Years in a Row Over 18 awards in alumni relations, communications, special events, medial relations. Over 18 awards in alumni relations, communications, special events, medial relations. 28 Community Service Awards 28 Community Service Awards 186 Media Articles 186 Media Articles 380 Television News Coverage Events 380 Television News Coverage Events

Questions?