annual report
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Annual Report, Two ColorTRANSCRIPT
1Your Legacy. Our Future.
Your Legacy. Our Future.
Gift Planning Annual Report FY 09/10For those committed to supporting the University of South Florida
through their estates and other planned gifts
2 Gift Planning Annual Report FY 20102 Gift Planning Annual Report FY 2010
USF Foundation Statement of Purpose
The USF Foundation is a private, not-for-profit corporation
chartered pursuant to Florida law as the legal conduit for
the solicitation, acceptance, investment and distribution of
all private gifts made to the University of South Florida.
The USF Foundation promotes higher education in general,
and specifically encourages the advancement of teaching,
research and public service through private support for the
University’s academic and student development endeavors.
3Your Legacy. Our Future.3Your Legacy. Our Future.
Dear Friends,
Planned giving at USF has become an
increasingly important way for donors
to accomplish goals that are meaningful
to them. Whether it’s Martha Politz’s
bequest that is providing resources
to improve research facilities for the
discovery of the causes and cure for
Alzheimer’s disease; Ann Cook’s plan to establish a fund that will allow graduate
students in education the opportunity to learn outside of the classroom setting; or
Barbara Ningard’s use of trust proceeds to honor her parents and help others with the
challenges of caring for aging family members, bequests and other types of planned
gifts are making USF a place where donors’ and beneficiaries’ hopes align.
Because planned gifts are so important to the future of the University System, we
think it’s important to give you a few examples of how gifts have been designed to
meet both personal and philanthropic goals. And, because of the tremendous growth
of planned giving commitments, we want you to see the potential that this way of
giving represents for USF.
We hope you enjoy the information contained in this report. The Foundation Office of
Gift Planning exists to help you identify and articulate your goals for giving and to find
a way to realize those objectives at USF. We are grateful for your support and value
our relationship with you. Along with Michael James and Prenchelle Billue, I welcome
your questions, comments and suggestions. Please don’t hesitate to contact us at
(813) 974-1570.
Best wishes ,
Kelly E. Ritrievi, J.D.
Senior Director of Development
Gift Planning and Women in Leadership & Philanthropy
4 Gift Planning Annual Report FY 2010
Connecting Your Legacy with Our Future
Gift planning connects people — those who believe in and support the USF System’s mission
and those whose lives are changed because of their gifts.
Planned giving donors understand the System’s mission and goals and have the desire to
help achieve those goals in ways that are meaningful to them. They entrust their gifts to the
Foundation to ensure that their wishes are carried out. Their generous spirit and thoughtful
planning is an act of hope for the future.
Those who benefit from these special gifts are as diverse as those who give. They are
students who may once have thought higher education to be out of reach; researchers who
aspire to endeavors requiring more intricate and collaborative assistance; people who depend
on advanced healthcare services and skilled healers; athletes who rely on open fields and
vast arenas on which to train and compete; and residents who search for knowledgeable
professionals who can make a difference in their worlds.
We celebrate in these pages the connection between people who want to share their legacy
with those at USF who seek better things. It is that link that helps ensure a strong future for
all of us. Connected by one person’s legacy, a bright future is made possible for another.
CumuLAtive CuRRent PLAnned GiFts bY sOuRCe (1981-2010)
source # % market value
bequests 133 47% $45,831,581
Other 92 33% 35,238,986
Outright 20 7% 13,244,304
Gift Annuities 21 7% 1,257,124
Remainder trusts 13 5% 12,502,764
Lead trusts 2 1% 689,000
total 281 100% $108,763,759
bequests
Other
Outright
Gift Annuities
Remainder trusts
Lead trusts
5Your Legacy. Our Future.
Gift Planning Makes a Difference
The strategic goals of the University of South Florida are bold and ambitious. Each day,
throughout USF, planned gifts help make these goals attainable. As a result, USF has risen
in performance and rankings as the country’s fastest growing research university. USF is
committed to the following goals:
GOAL I:Expanding world-class interdisciplinary research, creative and scholarly endeavors
GOAL II:Promoting globally competitive undergraduate, graduate and professional programs that
support interdisciplinary inquiry, intellectual development, knowledge and skill acquisition, and
student success through a diverse, fully-engaged, learner-centered campus environment
GOAL III:Expanding local and global engagement initiatives to strengthen and sustain healthy
communities and to improve the quality of life
GOAL IV:Enhancing all sources of revenue, and maximizing effectiveness in business practices and
financial management to establish a strong and sustainable economic base in support of
USF’s growth
FY’10 neW GiFts bY sOuRCe (7/1/09 tO 6/30/2010)
Gift source # % market value
bequests 15 75% $6,910,385
Other 3 15% $368,581
Gift Annuities 2 10% $110,000
total 20 100% $7,406,966
bequestsOther
Gift Annuities
6 Gift Planning Annual Report FY 2010
Turning The Tide In Public Education
As the middle child of a Russian immigrant family, David C. Anchin grew up in
New York. His father’s philosophy on the value of education --- that it is the one
thing that could never be taken away --- motivated David to a lifelong pursuit
of learning and ultimately to repay such a gift by dedicating his retirement to
improving the public educational system. The David C. Anchin Center stands
today as an integral part of the USF College of Education and as a testimony to
David and Anne’s commitment.
David Anchin earned degrees in accountancy and law and forged a successful
career in New York as a certified public accountant and attorney. After he
and his wife, Anne, retired and relocated to Sarasota, Florida, David turned his
attention to making a difference in the Sarasota public schools, developing a Life
Skills program to address his concerns for at-risk students. It was this program
-- eventually mandated statewide in Florida -- that captured the attention of
leaders at USF. A partnership was formed with David on behalf of the College of
Education, and following his death, Anne Anchin established a gift through her
estate to launch the David C. Anchin Center for the Advancement of Teaching,
in honor of her husband’s accomplishments and to continue the fight he
considered to be his civic responsibility.
“Anne Anchin’s generosity and David Anchin’s passion for improving public
education provide us with the ability to bring together students from different
academic units throughout the USF System to conduct research that can help
transform the public education system,” said Dr. Bruce Jones, Director, David C.
Anchin Center.
David Anchin was recognized with many awards and honors in his lifetime
because of his determination to give back to education in gratitude for what he
received. His family agrees that more than anything he would simply want to
know he had made a difference in his lifetime, and still makes a difference today.
The David C. Anchin Center
for the Advancement of
Teaching at the University
of South Florida was
established through a
generous gift from the estate
of Anne Anchin, in honor of
her husband David’s desire
to give back.
FY’10 ReALized GiFts
donor benefit Gift Amount
Richard J. Wallace College of behavioral & Community sciences $146,502
elizabeth i. Owens College of Arts & sciences 58,383
meta Osborn WusF broadcasting 55,100
Ruth J. thomas system-Wide 50,000
marion m. Ransford College of Public Health 35,427
norma e. Wallace usF Foundation 10,000
viola m. Klock WusF broadcasting 810
Jean Rouvel usF Foundation 750
mary P. drier usF Library 172
total $357,144
7Your Legacy. Our Future.
Adding Value To The University Through Treasures in The USF Libraries
John Clute chose to donate his extensive personal library of science fiction books
and manuscripts to the USF Libraries Special Collections as part of his estate,
believing it will be the best place to leave his science fiction research
and writings.
John gives three reasons for choosing USF: “the natural desire to keep a fairly
coherent collection in one place, the high quality of the USF Special Collections
premises and its specialist staff, and the Tampa/St. Petersburg area itself, which
I’ve been visiting off and on for 50 years, and have always felt fond of.”
John’s private collection, one of the largest of its kind with between 12,000-
15,000 volumes, is significant for its first editions, many of which are signed by
the original authors and range in publication dates from the nineteenth century to
the present. The books provide a core of titles central to the science fiction genre.
“John’s generous gift of his personal library will help provide the USF Libraries
with an unparalleled world-class science fiction collection in one place, affording
scholars access to the most iconic works of this literary genre,” stated Dr. Mark
Greenberg, Director of Special Collections.
John’s own Hugo award-winning works include The Encyclopedia of Science
Fiction, which he created with co-editor Peter Nicholls (1994); Science Fiction:The
Illustrated Encyclopedia (1996); and The Encyclopedia of Fantasy, with co-editor
John Grant (1998).
The John Clute Collection will greatly enhance the USF Libraries Special
Collections’ international reputation among scholars and researchers and will be a
vital component of a leading public research university. It serves as an important
component of an initiative that began in the 1970s with popular paperbacks and
continues with more than 10,000 manuscripts, books, and magazines, because of
John’s thoughtful generosity in sharing his personal treasures.
John Clute is a novelist, writer,
poet, editor, critic and reviewer,
and collector of all-things
science fiction.
FY’10 dOnOR & GiFt PROFiLe
Current donors 262
Current Gifts 281
market value (of current gifts) $108,763,759
deceased donors 161
Completed Gifts 154
market value (of completed gifts) $23.8 million
8 Gift Planning Annual Report FY 2010
Encouraging Great Teachers
A noted mystery novelist and retired English literature and writing teacher,
Ann Turner Cook already had a legacy as the model for the Gerber baby. Since
1931, her happy, healthy baby face has been the official trademark on all Gerber
products. This past year, she decided to establish a different kind of legacy
for the USF College of Education, from which she received a master’s degree
in 1969. Her eventual gift will make it possible for graduate students to have
professional opportunities to hone their skills for becoming effective teachers.
Ann’s teaching career was spent in Florida, first in Duval County and then in the
Hillsborough County Public Schools for 23 years, including 15 years as English
Department head at Hillsborough High School. Through her experience, she
learned firsthand the importance of ongoing training outside of the classroom for
teachers, and the challenges to receiving that training due to costs.
“I learned best how to teach by observing and listening to senior, experienced
teachers not only within the classroom, but especially at national conferences,”
stated Ann. “You get a great deal of help by attending and participating in these
conferences and seminars, and I wanted to help make those resources available
to graduate students at USF.”
Through a bequest in her will, Ann will establish the English Education
Professional Development Operating Fund in the College of Education which
will enable English education graduate students to participate in professional
conferences and meetings to further their scholarship, develop their
professionalism and to learn from master teachers.
It seemed a very natural next step for the person behind the image that for
decades symbolized healthy growth and development of infants and toddlers, to
dedicate her resources to the growth and maturity of graduate-level
student educators.
“My goal,” said Ann “is to help students learn the essential skills and strategies
to become great teachers of English literature and writing. I want students to be
inspired and to develop enthusiasm for their field and for their students.”
After a 26-year career
teaching literature and
writing, Ann Turner Cook
became an author of four
mystery novels that wove
her interest in Florida history
into the intricate plotting of
murder mystery. She
is pictured here holding
a photo depicting her
iconic role as The
Gerber baby model.
neW GiFts WiLL beneFit tHe FOLLOWinG AReAs:
• Athletics • USF Library
• College of Business • USF St. Petersburg Campus
• College of Education • USF Sarasota/Manatee Campus
• College of Medicine • USF System-Wide
• College of Public Health • USF Foundation, Inc.
• College of Behavioral • WUSF Public Broadcasting and Community sciences
• Honors College
9Your Legacy. Our Future.
Impacting Aging Issues Through Research And Education
Barbara Ningard was struggling to understand the debilitating challenges of
dementia her aging mother was facing on a daily basis, so she tried to imagine
what her father, Edward Greely, would do in this situation. Edward had spent
his career with the Noxema company based in Baltimore, Maryland, beginning
as a truck driver. Through hard work, dedication and 10 years of night school
he eventually became Vice President and Controller at Noxema, and was
credited with introducing computers into the company. Barbara watched as his
dedication to helping others never wavered, even as his career responsibilities
increased. Though he had passed away many years before, she had come to rely
on the influences of his insightful compassion to help inform and guide decisions
throughout her life.
Barbara turned to educators in the USF Department of Psychology where she
worked, to gain knowledge about caring for her mother. Eventually she worked
with Foundation staff to guide her in establishing the H. Edward and Mildred E.
Greely Endowed Fellowship in Aging Studies. The fund was established from
the remainder of several trusts, as a channel for providing this same kind of
assistance for others in the future.
“This is what my father was all about,” said Ningard. “He was always looking
for ways to accomplish things that would benefit the most people in the best
possible way. Because he believed in the importance of education, I knew this
endowed fellowship would be a fitting way to honor him and my mother, and to
extend both of their desires to help others. He would have enjoyed the fact that
his work is now making it possible for graduate students to pursue research at
USF and that research then can help educate and inform those who are faced
with the difficulties of aging issues.”
The Greely family selected Aging Studies for this fellowship to promote research
and doctoral education that addresses conditions having an impact on older
adults’ ability to live independently. Thanks to this gift, two doctoral students
are currently working on cutting edge research related to food allergies and the
development of brain abnormalities, and the connection between Alzheimer’s
disease and Down syndrome.
Mildred and Edward Greely
worked hard all their lives.
The fruit of their labor is
now making it possible for
graduate students to pursue
research at USF that will
help inform those who are
faced with the difficulties
of aging issues.
10 Gift Planning Annual Report FY 2010
Creating A Better World For Alzheimer’s Patients And Their Families
Martha Politz wanted to make a difference within her community. Her decision
to establish a planned gift to benefit the USF Health Byrd Alzheimer’s Institute
does that and more; it is helping make a difference that will have an impact
throughout the world.
Born in Berlin, Germany, Martha immigrated to the United States in 1939,
married Alfred Politz, and together they enjoyed a successful life in New York
City. After her husband’s death, Martha moved to Tampa Bay and into the
couple’s vacation home they had maintained since the 1950s. Having no
children to look after, Martha filled her days managing a tree farm and orange
grove, and dedicating a considerable amount of time to her community.
It was through this community involvement that she was introduced to
Dr. Eric Pfeiffer, founding director of USF’s then-named Suncoast Gerontology
and Alzheimer’s Disease and Research Center, now part of the USF Health Byrd
Alzheimer’s Institute.
Though Martha had no personal experience with Alzheimer’s disease she
passionately dedicated herself to being involved. She eventually became a
member of the Suncoast Board of Directors and regularly attended meetings
until her death in 2006.
Martha’s gift is now making it possible to begin construction of the Clinical and
Research Integrated Strategic Program (CRISP), that will become a single source
for transforming care for patients and families affected by Alzheimer’s disease.
The importance of Martha Politz’s gift cannot be overstated, according to Dr.
David Morgan, the CEO of the USF Health Byrd Alzheimer’s Institute. “This gift
is absolutely critical to helping the Institute reach its full potential as a place of
hope for dementia patients and their families, something Mrs. Politz obviously
hoped to make possible. Being able to provide all necessary services at a single
location will ease the burden of finding state-of-the-art medical care for those
suffering with Alzheimer’s.”
Because of her thoughtful planning, Martha Politz is helping to create a better
world for Alzheimer’s patients and their families—one that includes the hope of
early diagnoses of the disease, help and resources for family members and even
delaying or reversing the progression of Alzheimer’s disease.
Martha B. Politz’s gift helps
fulfill her desire to support
research and education in
Alzheimer patient care.
11Your Legacy. Our Future.
Building a Solid Business Community
Joe and Sheryl Teague have developed what they call Bulls Fever over the past
20 years. When Joe was beginning his career with Northwestern Mutual Life
Insurance, the Teagues moved to Tampa and became connected to USF through
the College of Business. They quickly became supporters because of their
belief in the university and its leadership. The couple has given generously
over the years, both financially and through personal involvement, because
they know that a strong university is an incredible resource for building a
solid business community.
This past year, the Teagues established a planned gift that will benefit the USF
College of Business, as well as provide operating funds for Athletics and other
areas of the university.
“I’ve invested my career in the life insurance business, so I understand the
concept of leverage,” stated Joe, now the managing partner for Northwestern
Mutual Life Insurance’s network for the Greater Tampa Bay area. “Through this
commitment we are leveraging our gift so that it will make a greater long-term
impact on USF, and especially on the College of Business.”
Because Joe and Sheryl know that most people rarely think about planned
giving, they hope their family’s gift will encourage others to become familiar with
gift opportunities and consider that a planned gift is not out of reach for anyone.
The Teagues clearly understand the importance of planned giving and know
how it helps the Foundation and the USF System provide relevant education
for students. “We are inspired to give because we think the future of USF is
bright. Sheryl and I want to do whatever we can to help the university grow. In
turn, we all benefit…the business community, the Tampa Bay region. It’s good
for everyone!”
Joseph P. and Sheryl S.
Teague have arranged a gift
of the proceeds from a life
insurance policy to benefit
the USF College of Business,
as well as provide operating
funds for Intercollegiate
Athletics and other university
initiatives.
FY’10 CumuLAtive GROWtH OF neW PLAnned GiFts & mARKet vALue bY FisCAL YeAR
Year new Gifts Cum. Gifts mkt value Cum. mkt. value
1981-2000 108 108 $30,887,272 $30,887,272
2000-2001 14 122 5,638,472 36,525,744
2001-2002 9 131 2,606,705 39,132,534
2002-2003 14 145 2,036,422 41,168,956
2003-2004 13 158 12,720,003 53,888,959
2004-2005 16 174 4,795,182 58,684,141
2005-2006 24 198 16,372,181 75,056,322
2006-2007 15 213 6,001,307 81,057,546
2007-2008 27 240 13,330,827 94,388,372
2008-2009 21 261 6,968,421 101,356,793
2009-2010 20 281 7,406,966 $108,763,759
4202 East Fowler Avenue, ALC100
Tampa, Florida 33620
813.974.1570
www.giving.usf.edu