development and gift planning services center for ... · fy 13-14. fy 14-15. fy 15-16. millions....

Development and Gift Planning ServicesCenter for Enhancing Philanthropy

Philanthropy’s Impact

Development and Gift Planning Services

Center for Enhancing Philanthropy

$1,263 $1,230

$1,730

$1,262

$800 $819

$1,069 $855

$0

$200

$400

$600

$800

$1,000

$1,200

$1,400

$1,600

$1,800

$2,000

FY2012 FY2013 FY2014 FY2015

Mill

ions

Collective Results University of Texas Institutions FY2012-FY2016

Overall Giving Cash Received

79,141 71,782 75,104 77,409

140,720 138,817168,114

187,570

0

50,000

100,000

150,000

200,000

250,000

300,000

FY 2012 FY 2013 FY 2014 FY 2015

Collective Results University of Texas Institutions - Individual Donors FY2012-FY2016

Alumni Donors Other Individual Donors

Development and Gift Planning Services

Mission is twofold:• To support the UT institutions and their philanthropic

endeavors, providing expertise and assistance in managing complex gift opportunities

• To seek support for the Chancellor’s initiatives and to build and strengthen relationships while promoting a greater understanding of the UT System’s impact across the state

Gift Acceptance

• Regents’ Rule 60101: Acceptance and Administration of Gifts

• UTS 138 Gift Acceptance Procedures

• Agreements – a necessary evil

• Approvals – Nonconforming vs. Conforming

459555 593 628 589

752815 841

931996

0

200

400

600

800

1,000

1,200

FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16

Endowments Established SABER Gift Items

459 555 593 628 589

10,041 10,584 11,215 11,837

12,434

$5.61b$5.99b

$6.77b $6.77b $6.99b

$0b

$1b

$2b

$3b

$4b

$5b

$6b

$7b

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16

Billi

ons

New Endowments Total Endowments Market Value

Endowment Administration

Academic Positions

22%

Student Support

49%

Program & Research Support

29%

Endowment Purposes

Others$1.19 B

Board-held$6.77 B

UT Affiliate-held

$1.36 B

Market Values

Endowment Compliance• Risk assessment

• Monitoring plan• Inappropriate expenditures• No expenditures*• Excessive accumulations*• Fully-funded endowed academic positions unfilled for 24 months or longer*

• Training

• Reporting*Without justifiable reasons

Non-Cash Assets• Securities

• Real Estate

• Mineral Interests

• Works of Art

• Closely-held Business Interests

• Other assets417 521 688 741 830

$27.2m

$40.5m

$104.3m

$51.5m

$84.6m

$0m

$20m

$40m

$60m

$80m

$100m

$120m

0

100

200

300

400

500

600

700

800

900

FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16

Mill

ions

Number of Stock Gifts Stock Gift Value Total

Gifts of Securities

Naming Policy - Regents’ Rule 80307• Prominent Facilities and Prominent Programs• Less Prominent Facilities and Less Prominent Programs• Naming of Streets• Honorific • Gift Related• Corporate• Approvals

Planned Giving• Wills and Bequests

• Charitable Remainder Trusts Held and Administered by the Board

• Charitable Trusts Held and Administered by External Trustees

• Life Insurance Administration

• Remainder Interests in Real Property with retained Life Estate

• Gifts of Non-Cash Assets

3643

51 48 46

29 32

44

3022

39

20

7

16

0

10

20

30

40

50

60

FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16

Estates Trusts IRA/Life Insurance

$34m

$12m

$4m

$23m$21m

$11m

$3m

$9m

$19m

$25m

$70k $1m $2m $2m $1m$0m

$5m

$10m

$15m

$20m

$25m

$30m

$35m

$40m

FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16

Mill

ions

Estates Trusts IRA/Life Insurance

Estate, Trust, and IRA/Life Insurance Administration

53 51 58 47 46

$26.8m

$27.2m

$28.6m

$25.7m

$26.2m

$24m

$25m

$25m

$26m

$26m

$27m

$27m

$28m

$28m

$29m

$29m

0

10

20

30

40

50

60

70

FY 11-12 FY 12-13 FY 13-14 FY 14-15 FY 15-16

Mill

ions

Total Accounts Held Market Value

Board-Held Charitable Remainder Trusts

Development Operations• Online Resource Guide

• Acknowledgements for extraordinary philanthropy

• Voluntary Support of Education Survey (VSE)

• Records Management

• Repository for endowment files; online access

• Raiser’s Edge and NetCommunity

Chancellor’s Council• Chancellor’s Council Executive Committee

• Centurions

The University of Texas Foundation• Charitable gift annuities

• Gifts specifying 501(c)3 designation

(grants, matching gifts, other gifts)

• Donor advised funds

• Special endowments

• Unconventional gifts

Center for Enhancing Philanthropyutsystem.edu/cep

Talent Management

Advancement Academy

Assessments and Analysis

Philanthropy and Strategic Priorities

20

Assessments and Analysis

• System wide – BOR and Chancellor Reports

• Strength in Numbers

• Funding Development

• Institutional – Development Review

• Action Plans – Customized plans – organizational, program specific, metrics

22

- Redacted

23

- Redacted

24

- Redacted

Advancement Academy

• Professional Development

• First in the nation

• Invitation only

Fundraising professionalsBest of the best,

Rising stars, New to fundraising

Learning Curriculum

Track ManagersSubject Experts

Adult Learner PrinciplesDelivery Methodology

Learning Locations

Best PracticeBehavior Changes

26

Constituent Relations

Advancement Services

Leadership and

Management

Major and

Principal Gifts

Annual Giving and

Alumni

27

Alumni Relations ProgramsAnnual Giving Social Media Programs Marketing/Communications

StrategyBest Practice/SkillsPlanned Giving Corps/FoundationsDeans and Faculty

StewardshipAdvisory Boards/VolunteersResearch/AnalyticsEventsGift Receipting Data, Records, Reports

Strategic PlanningMetricsSuccession PlanningManagementCampaignsProfessional Development

C o m m u n c a t i o n

Communication

Talent Management• Recruiting and Retaining high performers• Onboarding strategies• Career Paths

• Strike Force of HR and Development leaders• Internships

• http://www.utsystem.edu/offices/center-enhancing-philanthropy/internships

• Careers in Philanthropy

Philanthropy and Strategic Priorities

• Where can we be collaborative

• Chancellor Priorities

• Quantum Leaps

A perspective on a Career in Philanthropy

Whitney King – UT Tyler

Leslie Parks – UT Dallas

Scott Rabenold – UT Austin

Kevin Foyle, moderator – UTHealth