1. The University of North Carolina at Chapel Hill Fall Board of Visitors Meeting Friday, September 19, 2008 Development Update By Matthew G. Kupec Vice Chancellor For University Advancement

2. 2  5 th largest completed campaign in U.S. history; 1 st in the South  Every School/Unit surpassed goal  Created 208 new professorships  Created 732 new scholarships/fellowships  193,000 donors  1,000+ volunteers  Added $962 million in commitments to the endowment  Success of the Women and Minority Committees Carolina First Highlights

3. 3 UNC Annual Cash Flow Gifts received vs. Cost of Fund raising Fiscal Years 1987 – 2008 Carolina First Bicentennial Campaign $50.87 = Gifts received = State Match payments received Millions = Expenses

4. 4 Top 30 Institutions: Total Private Support 2000-2007 Impact of Carolina First Campaign

5. 5 UNC Stanford Virginia Michigan Harvard Ohio State Wisconsin Princeton Duke Pennsylvania U. Washington Notre Dame Penn State 9 9 8 8 7 7 7 6 6 6 6 5 5 CASE Wealth Engine Award Educational Fundraising – Overall Performance Number of Awards Won (1994 – 2008) Awards (1994 - 2008) ‘94 ‘95 ‘96 ’97 ‘99 ‘00 ‘03 ‘05 ‘08 ‘95 ‘96 ‘97 ’98 ‘01 ‘02 ‘05 ‘06 ‘07 ‘97 ‘98 ‘99 ’00 ‘02 ‘03 ‘04 ‘08 ‘95 ‘96 ‘98 ’00 ‘01 ‘05 ‘06 ‘07 ‘94 ‘95 ‘96 ‘98 ‘99 ‘01 ‘02 ‘95 ‘99 ‘00 ’02 ‘05 ‘06 ‘08 ‘97 ‘98 ‘01 ’02 ‘03 ‘06 ‘07 ‘97 ‘98 ‘99 ’03 ‘94 ‘08 ‘94 ‘95 ‘98 ’99 ‘01 ‘04 ‘94 ‘00 ‘03 ’04 ‘05 ‘07 ‘95 ‘99 ‘00 ’01 ‘03 ‘07 ‘94 ‘95 ‘98 ’99 ‘02 ‘94 ‘95 ‘99 ’00 ‘02

6. RankCollege or UniversityAmount raised 1.Stanford University (Stanford, Calif.)$832,344,826 2.Harvard University (Cambridge, Mass.)613,985,000 3.University of Southern California (Los Angeles, Calif.)469,646,622 4.Johns Hopkins University (Baltimore, Md.)430,455,336 5.Columbia University (New York, N.Y.)423,849,107 6.Cornell University (Ithaca, N.Y.)406,925,075 7.University of Pennsylvania (Philadelphia, Pa.)392,420,770 8.Yale University (New Haven, Conn.)391,315,420 9.Duke University (Durham, N.C.)372,328,154 10.University of California, Los Angeles (Los Angeles, Calif.)364,779,738 11.Massachusetts Institute of Technology (Cambridge, Mass.)329,158,304 12.University of Chicago (Chicago, Ill.)328,328,020 13.University of Wisconsin-Madison (Madison, Wis.)325,336,779 14.University of Washington (Seattle, Wash.)300,199,601 15.University of Michigan (Ann Arbor, Mich.)293,403,123 16.University of Minnesota (Minneapolis, Minn.)288,750,059 17.New York University (New York, N.Y.)287,587,458 18.University of Virginia (Charlottesville, Va.)282,610,619 19.Indiana University (Bloomington, Ind.)278,553,274 20.University of California, San Francisco (San Francisco, Calif.)251,945,342 21.University of North Carolina at Chapel Hill (Chapel Hill, N.C.)251,842,000 Top 20 Institutions: Total Raised 2007

7. 7 UNC Projected Annual Cash Flow Fiscal Years 1990 - 2013 Carolina First Millions Carolina Big Bicentennial Campaign $300 raised

8. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION Education Comes In Second Religion 35.5% Recipients of Giving, 2007 source: Giving USA, 2008, AAFRC Education 14.1% Human Services 9.7% Health 7.6% Public Society Benefit 7.4% Arts, Culture and Humanities 4.5% International Affairs 4.3% Environmental and Animals 2.3% Foundations 9.1% Unallocated giving 7.7%

9. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION Leading Scorers: Individuals Alumni 30% (UNC 36%) Nonalumni 20.4% (UNC 20%) Sources of Giving to Higher Education, 2007 Foundations 25.4% (UNC 26%) Corporations 16.4% (UNC 11%) Religious Organizations 1.3% Other Organizations 6.5% (UNC 7%) source: Council for Aid to Education 2006

10. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION The Score Keeps Rising

11. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION The Goal Posts Keep Moving 1958 – $100 million campaign 1974 – $500 million campaign 1987 – $1 billion campaign 1990 – $2 billion campaign 2004 – $3 billion campaign 2006 – $4 billion campaign

12. School Goal Stanford$4.3 Billion Columbia$4.0 Billion Cornell$4.0 Billion Johns Hopkins$3.2 Billion UCLA$3.053 Billion Yale$3.0 Billion Virginia$3.0 Billion Cal-Berkeley$3.0 Billion 12 Current Major Campaigns

13. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION Leading Scorers: Volunteers Average Donations Among Giving Households

14. COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION Leading Scorers: Women

15. Making the case for support Building the Donor Base Preparing for the next mega campaign 15 What’s next for Carolina?

16. Total # of Alumni Solicited218, 969 Alumni Donors & GAA Members – Alumni Donors42,123 – GAA members only 35,479 (lifetime and annual) – Total Alumni 77,602 Alumni Participation Rate 35% 16 Building the Base: Carolina’s Alumni Participation Rate

17. 17 UNC Campaigns: Then, Now, Tomorrow Gift Table Comparisons Campaign Gift Ranges Bicentennial Campaign $440M 1989-1995 Carolina First Campaign $2.3B 1998-2007 Carolina Big Campaign $4.0B $250,000,000001 $100,000,000-$249,999,9990 0 3 $50,000,000-$99,999,9990 2 5 $25,000,000-$49,999,9990 7 10 $15,000,000-$24,999,9990 4 15 $10,000,000-$14,999,9992 14 25 $5,000,000-$9,999,9992 36 50 $2,500,000-$4,999,9997 80 120 $1,000,000-$2,499,99981 239 350 Subtotal - over $1,000,00092 382 579 Donors Below $1,000,000 122,264 187,418 Many Total Dollars Raised$440 Million$2.3 Billion$4 Billion 22759

18.  Recruit a Volunteer Leadership Planning Team.  15-20 volunteers, spending a year developing the blueprint for the University’s next campaign.  Consist of individuals whom the University felt would be some of the top leaders of the next campaign, including its likely co-chairs.  Recommend the timing of the next campaign—when its silent phase should commence, when its public launch should occur, and when it should conclude.  Propose the next campaign’s volunteer structure, including such considerations as the campaign leadership, steering committee, regional committees, and special focus committees.  Assist in building the case for support, including incorporating the Chancellor’s aspirations for the University into the heart of the campaign and talking with the University’s academic and administrative leaders about their top fundraising priorities.  Review and update campaign practices, including endowment minimums, naming policies, counting standards, and prospect ratings and management.  Recommend the necessary campaign budget for the development operations in university development and in the schools and units across campus. Next Mega-Campaign Pre-Campaign Planning