Administrative Athletics

Adult/Lifelong Learning COBI

Communication/Arts Engineering

Health Sciences Lang/Liter/SocSci

Law Medicine/Life Science

Natural Science and Math Nursing

Pharm/Pharm Science Soc Justice/Human Svc

Other - HSCOther - Main Campus

Other - MC & HSC Honors

Education/HerbLibraries

Rocket Fund Special Purpose

Unrestricted

$141,934 $1,755,767

$6,154$691,373

$36,749$465,959

$39,384$30,510

$947,888$900,105

$89,144$114,481

$231,174$14,365$26,577

$370,246$30,000

$59,320$79,188

$1,875$343,265

$59,557$112,307

THE UNIVERSITY OF TOLEDO As of December 8, 2014REVENUE BY COLLEGE $6,548,613

Alum-nus/a

2838727.19 43%

Founda-tion

Corp/Matching 454564.94

7%

Founda-tion

Commu-nity

68716.09 1%

Corpo-ration/Com-pany

1218084.05 19%

Estate 28559.28

0%

Found Family/

Personal 178750 3% Friend/

Non-Alum

1183490.26 18%

Internal Account 16252 0%

Other (non people) 15570 0% Foundation Public 20150 0%

Special Group 170677.64 3%

Trust 260980.27

4%

University 91600 1%

THE UNIVERSITY OF TOLEDO As of December 8, 2014REVENUE BY COLLEGE $6,548,613

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Eduventures Presentation

The Higher Education Philanthropic Landscape

Development CommitteePresentation

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Development Committee

EDUVENTURESTrends in Higher Education/The Philanthropic Landscape

1. Positive Outlook for Giving to Higher Education2. Publics and Privates are on Equal Footing3. Mega Gifts Stay Strong Year-to-Year4. Where Does the Money Go?5. Alumni Participation Continues its Decline6. Student Debt Impacts Giving7. Alumni Want Career-Related Engagement and Services 8. Investing in Engagement Does Pay Off9. Key Trends Are Impacting Major Gifts Work10. Partnership is Essential

2007 2008 2009 2010 2011 2012 2013$20

$25

$30

$35

$260

$280

$300

$320

$340

$360

$380

$400

$29.8

$31.6

$27.9 $28.0

$30.3$31.0

$33.9

$314$308

$280$287

$298

$316

$335

Higher Education Total Philanthropy

Giving to Higher Ed

(in billions)

Total Philanthropic

Giving (in billions)

1 – Positive Outlook for Giving to Higher Education

UTF FY13 Gift Revenue $16.2M ~ UTF FY14 Gift Revenue $19.2M

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2 – Publics and Privates are on Equal Footing

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Gifts of $5M+ to Higher Education in 2012

Public Private

# of Gifts 123 115

Average Gift Size $20,832,033 $20,020,870

Total $ $2,562,340,000 $2,302,400,000

% of Total $ 53% 47%

3 – Mega Gifts Stay Strong Year-to-Year

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$100M+ Gifts 2006-2012

Year Total Dollar N % of Total $1M+ Dollars

2012 $1.721 B 9 30%

2011 $2.735 B 17 34%

2010 $400 M 3 5%

2009 $1.07 B 8 13%

2008 $1.632 B 12 14%

2007 $3.258 B 23 25%

2006 $1.797 B 12 19%

4 - Where Does the Money Go?

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Academic research and programs

Scholarships/financial aid

Professorship Studentsupport*

Athletics Specifiedpurpose**

Campaign/Unspecified

$3.4 B

$769.9 M$450.1 M

$262.2 M $237.5 M $177.2 M $106.1 M

Distribution of 2012 $1M+ Gifts to Higher Education by Purpose

UTF

5 – Alumni Participation Continues its Decline

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*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.

6 – Student Debt Impacts Giving

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Amount of Student Loan Debt

Debt at these levels significantly impacts alumni giving.

National average $29.4K in student loan debt

6 – Student Debt Impacts Giving

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• 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?

6 – Student Debt Impacts Giving

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7 – Alumni Want Career-Related Engagement and Services

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Alumni Event Ranking: Last Year’s Event Attendance vs. Next Year’s Event Preference

Rank Last Year AttendanceRan

kNext Year Preference Positi

on#1 Athletic events #1 Regional alumni events

#2 Campus visits #2 Athletic events

#3 Regional alumni events #3 Networking events

#4 Reunions #4 Professional seminars

#5 Homecoming #5 Career development for current students

#6 Networking events #6 Faculty lectures or webinars

#7 Recruitment of prospective students #7 Reunions

#8 Career development for current students #8 Campus visits

#9 Volunteer activities #9 Recruitment of prospective students

#10 University-sponsored conference #10 Volunteer activities

5 – Alumni Participation Continues its Decline

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8 – Investing in Engagement Does Pay Off

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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.

9 – Key Trends Are Impacting Major Gifts Work

Change in goal-setting processes; more realistic and

strategicRealization 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

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10 – Partnership is Essential in Major Gifts Work

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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 %

$

$$$ %

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