3. 3 Eduventures Presentation The Higher Education Philanthropic Landscape Development Committee Presentation

4. 4 Development Committee EDUVENTURES Trends in Higher Education/ The Philanthropic Landscape 1. Positive Outlook for Giving to Higher Education 2. Publics and Privates are on Equal Footing 3. Mega Gifts Stay Strong Year-to-Year 4. Where Does the Money Go? 5. Alumni Participation Continues its Decline 6. Student Debt Impacts Giving 7. Alumni Want Career-Related Engagement and Services 8. Investing in Engagement Does Pay Off 9. Key Trends Are Impacting Major Gifts Work 10. Partnership is Essential

5. 1 – Positive Outlook for Giving to Higher Education UTF FY13 Gift Revenue $16.2M ~ UTF FY14 Gift Revenue $19.2M 5

6. 2 – Publics and Privates are on Equal Footing 6 Gifts of $5M+ to Higher Education in 2012 PublicPrivate # of Gifts123115 Average Gift Size$20,832,033$20,020,870 Total $$2,562,340,000$2,302,400,000 % of Total $53%47%

7. 3 – Mega Gifts Stay Strong Year-to-Year 7 $100M+ Gifts 2006-2012 YearTotal DollarN % of Total $1M+ Dollars 2012$1.721 B930% 2011$2.735 B1734% 2010$400 M35% 2009$1.07 B813% 2008$1.632 B1214% 2007$3.258 B2325% 2006$1.797 B1219%

8. 4 - Where Does the Money Go? 8 UTF

9. 5 – Alumni Participation Continues its Decline 9 *Source: Voluntary Support of Education survey results, 2001-2013. Represents all institutions that participated in the survey, including a small number of 2-year colleges and graduate degreed-alumni. Also represents all types of alumni, including non- degreed alumni and graduate degreed alumni.

10. 6 – Student Debt Impacts Giving 10 Amount of Student Loan Debt Debt at these levels significantly impacts alumni giving. National average $29.4K in student loan debt

11. 6 – Student Debt Impacts Giving 11 College debt is on the rise among Toledo alumni – a factor that is predictive of a lower likelihood of giving among alumni nationally. – 72% of Toledo’s young alumni incurred debt to finance their education while compared with 66% of young alumni nationally and 50% of all Toledo alumni. Additionally, 48% of Toledo’s young alumni graduated with $20,000 or more in debt (vs. 25% of all Toledo alumni). – Among this young alumni cohort there is also a growing feeling that the value of their college education is misaligned with the cost: only 29% of young alumni believe the value exceeds cost, a drop from 71% of 1972-and-earlier graduates. College debt is higher and perceptions of value are lower among Toledo's young alumni. Are key University leaders and stakeholders aware of this trend? Is Advancement a part of a campus-wide conversation about the perception value among constituents? What Advancement-specific strategies are in place to manage alumni perceptions and drive giving?

12. 6 – Student Debt Impacts Giving 12

13. 7 – Alumni Want Career-Related Engagement and Services 13 Alumni Event Ranking: Last Year’s Event Attendance vs. Next Year’s Event Preference Rank Last Year Attendance Ran k Next Year Preference Positio n #1Athletic events#1Regional alumni events #2Campus visits#2Athletic events #3Regional alumni events#3Networking events #4Reunions#4Professional seminars #5Homecoming#5Career development for current students #6Networking events#6Faculty lectures or webinars #7Recruitment of prospective students#7Reunions #8Career development for current students#8Campus visits #9Volunteer activities#9Recruitment of prospective students #10University-sponsored conference#10Volunteer activities

14. 5 – Alumni Participation Continues its Decline 14

15. 8 – Investing in Engagement Does Pay Off 15 Most likely to be a current donor Participates in targeted alumni activities* Attends professional alumni events Reads the alumni magazine Feels most connected to an athletic team Prefers direct mail and phone calls Engagement Tactics with a Predictive Relationship to Giving *“Targeted alumni activities” were defined through factor analysis to include the following: career development activities for current students, fundraising volunteer activities, recruitment of prospective students, networking events, and regional alumni events.

16. 9 – Key Trends Are Impacting Major Gifts Work Change in goal- setting processes; more realistic and strategic Realization about the impact of retention on productivity Real data on the critical role campus partners play in fundraising results New and improved tools and software providing real-time data Increased focused investment in training and mentoring gift officers More development-based HR/professional development positions Trend towards smaller portfolios; focus on quarterly movement of top 25 16

17. 10 – Partnership is Essential in Major Gifts Work 17 Type of partner Involved in cultivation Present at solicitation Made the ask Trustee President Provost Dean Department head or program leader VP of Development Chief Development Officer Planned Gift Officer = Linked to larger gift size = Linked to greater percentage of ask received

18. Eduventures is the industry leader in research, data, consulting, and advisory services for the higher education community. For 20 years, college and university leaders and education industry providers have looked to Eduventures for innovative and forward-looking ideas, for insights into best practices, and for help with making the strategic and operational decisions vital to their success. More about Eduventures can be found at www.eduventures.com. About Eduventures 18