1. 2009-2010 Plan Private Support Building academic and clinical excellence in extraordinary times

2. Advancement Services November 7, 2009 Outline Review our Strengths, Weaknesses, Opportunities, and Threats 10 Point Action Plan for 2009-2010 Implementation Plan 2

3. 3 Strengths Weaknesses Opportunities Threats

4. 4 SIO reputation Leadership in climate change High standing as a research university Quality of faculty and students Internationally Recognized Programs Committed and talented staff Generous supporters Chancellor, VCs, & Deans involved with fund raising Campus and health sciences programs Location Growing alumni base of 130,000 Successful billion dollar campaign

5. 5 Strengths Weaknesses Opportunities Threats Outdated and difficult advancement system Lack of a sophisticated market analysis A weak economy & uncertain recovery Deep cuts in development resources and staff Net worth of donors is down Perception of public vs. private universities Historically neglected alumni Medical Center’s small market share Impaired HR & budget processes Donor fatigue due to intense capital campaign Lack of coordination among departments Lack of compelling case for support

6. 6 Strengths Weaknesses Opportunities Threats 50 th Anniversary as a tool for fund raising A sustainable model for support is possible Signs of growing economic stability Boards and donors are willing to help Opportunity for improved coordination Alumni engagement is increasing Reorganization offers possibilities of leverage Many Deans are willing to be leaders in fundraising Plan can align priorities and clarify vision Invent the Future Campaign Clinical facility expansion will lead to more donors Planned giving can be grown

7. 7 Strengths Weaknesses Opportunities Threats Unfunded mandates will continue and increase The relationship between UC and the State of California Budget cuts this year and next Other institutions targeting UC talent Impact of UCOP, legislature, Regents Value of investments volatile Competition from other non-profits Constrained investment in staff & systems Raiding of staff as economy improves Limited time horizon on ARRA funding Inability to behave more like a private university UC System as a big target

8. Five Year Vision Raise $160 million sustainably per yearRaise $10 million per year from Alumni (now at $1.7)Increase Alumni participation to 15% (now at 7%)Increase Annual Giving to $15m (now at $7.5m)Build an effective fund raising staff with a sustainable infrastructureMake fund raising and alumni engagement part of our cultureNeed to start planning for the next comprehensive campaign 8

9. 2009-2010 Framework Clinical Excellence Interdisciplinary Research Sustainability 2.0 Global Initiatives Fellow/Scholarships $15m Capital/Equipment $40m Chairs $16m Chairs $16m Program Support $39m Campus-wide $4m Excellence in Interdisciplinary Research, Education, and Patient Care Physical Sciences $3.0m Biological Sciences $4.0m Arts & Humanities $1.5m IR/PS $2m Jacobs School $17.4m Libraries $.5m SIO $7.0m Preuss School $.6m Social Sciences $2.0m Rady School $7.0m Student Affairs $3.0m Health Sciences $55.0m 9 $110 M

10. 2009-2010 Fundraising Priorities: $110m Physical Sciences $3.0m Biological Sciences $4.0m Arts & Humanities $1.5m IR/PS $2m Jacobs School $17.4m Libraries $.5m SIO $7.0m Preuss School $.6m Social Sciences $2.0m Rady School $7.0m Student Affairs $3.0m Health Sciences $55.0m Sources of FundsUses for Funds 10

11. 1. Raise $110M 2. Campaign 3. 50 th Anniversary 4. Alumni 5. Talent 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 11 10 Point Action Plan

12. Engage our key stakeholders Launch Invent the Future Campaign Add inpatient bed capacity to meet growing healthcare needs for San Diego Community Leverage for raising support, alumni engagement, and visibility Inspire alumni to give, participate, lead and advocate Expand the donor pipeline Restructure operations and attract and retain critical talent Engage donors & Board in new ways Develop simple, meaningful, & actionable performance metrics Communicate our story with compelling cases and media material 1. Raise $110M 2. Campaign 3. East Campus Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 12

13. Translate goal setting into action plans Develop a framework for targets and themes Develop clear management reports for monitoring achievement towards goals Translate goal setting into action plans Develop a framework for targets and themes Develop clear management reports for monitoring achievement towards goals 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 13

14. $50M in Fellowships and Scholarships over 3 years Launched at Board meeting, press releases on September 25, 2009 Development of case statements, phase 2 of web site, videos, collateral in October UC&PA Develops detailed marketing & communications plan in October $50M in Fellowships and Scholarships over 3 years Launched at Board meeting, press releases on September 25, 2009 Development of case statements, phase 2 of web site, videos, collateral in October UC&PA Develops detailed marketing & communications plan in October 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 14

15. $131M in Philanthropy to support total costs of $600M Add 200 beds to East Campus facility by 2015 Integrates Education, Research, and Clinical Care on East Campus $131M in Philanthropy to support total costs of $600M Add 200 beds to East Campus facility by 2015 Integrates Education, Research, and Clinical Care on East Campus 1. Raise $110M 2. Campaign 3. East Campus Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 15

16. 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Talent 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 16 Defined roles and responsibilities Timelines, tasks, website Thinking strategically about UC San Diego post the 50th celebration year Defined roles and responsibilities Timelines, tasks, website Thinking strategically about UC San Diego post the 50th celebration year

17. 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 17 Improve integration of annual giving, Alumni efforts, and fund raising Identify and cultivate top Alumni prospects at an institutional level Develop a culture of shared performance goals between alumni and development Improve integration of annual giving, Alumni efforts, and fund raising Identify and cultivate top Alumni prospects at an institutional level Develop a culture of shared performance goals between alumni and development

18. Focus on alumni engagement and programs Optimize annual giving program Integrate regional development and alumni outreach programs Bring a new focus to principal gifts: Need a $30m gift each year Increase effectiveness of Chancellor’s Cultivation Dinners Establish a Master Calendar for 2010 Events Focus on alumni engagement and programs Optimize annual giving program Integrate regional development and alumni outreach programs Bring a new focus to principal gifts: Need a $30m gift each year Increase effectiveness of Chancellor’s Cultivation Dinners Establish a Master Calendar for 2010 Events 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 18

19. Budget process, HR Processes, IT Services, Integrate Support Services Move out of off-site leases Leverage resources & expertise in business and development units Review training, development, orientation Work with Campus HR to enhance recruitment efforts Stabilize the team and fill critical vacancies Budget process, HR Processes, IT Services, Integrate Support Services Move out of off-site leases Leverage resources & expertise in business and development units Review training, development, orientation Work with Campus HR to enhance recruitment efforts Stabilize the team and fill critical vacancies 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 19

20. Create new focus for Development Committee Determine best ways to engage Board for 50th Anniversary and fellowship/scholarship initiative Find new ways of engaging Chancellor with donors Create new focus for Development Committee Determine best ways to engage Board for 50th Anniversary and fellowship/scholarship initiative Find new ways of engaging Chancellor with donors 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 20

21. Summary management reports for development and alumni officers Develop a Dashboards Integrate into Balanced Scorecard Find ways to measure effectiveness of our alumni engagement programs Summary management reports for development and alumni officers Develop a Dashboards Integrate into Balanced Scorecard Find ways to measure effectiveness of our alumni engagement programs 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 21

22. Need robust collateral material to support development & alumni professionals Web site, print, electronic, photo, video, social networks Need compelling stories that call our supporters to action Need robust collateral material to support development & alumni professionals Web site, print, electronic, photo, video, social networks Need compelling stories that call our supporters to action 1. Raise $110M 2. Campaign 3. Thornton Tower 4. 50 th Anniversary 5. Alumni 6. Donors 7. Operations 8. Board 9. Metrics 10. Communicate 10 Point Action Plan 22

23. Project Management Projects tracked on website Identify lead on projectMilestones, critical paths Red flags for delaysDashboard of key metrics 23

24. Next Steps Review Invent the Future plan with Board, VCs, DeansDevelop web site, videos, collateral materialReview 2009-2010 plan with staff, campus leadership, othersDevelop plan for 2009-2010 VC/Deans meetingsDevelop new year-to-date fund raising summary reportsDevelop action plan for filling critical vacanciesIdentify Team Leader for Fellowship/Scholarship Initiative 24

25. Thank You