mcgill university board of governors memorandum · 2015-11-26 · the presentation will provide a...
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Office of the Vice Principal (University Advancement)
1430 Peel Street
Montreal QC H3A 3T3
398-5807 | 398-5206
TO: Board of Governors
FROM: Mr. Marc Weinstein, Vice-Principal (University Advancement)
SUBJECT: FY15 Report on Philanthropy
DATE: November 26th, 2015
DOCUMENT #: GD15-27
ACTION INFORMATION APPROVAL/DECISION
REQUIRED:
ISSUE & EXPECTED
OUTCOME:
University Advancement will present an overview of philanthropic results
and activities.
BACKGROUND
& RATIONALE:
The presentation will provide a brief overview and analysis of philanthropic
results for FY15, and a look ahead at Advancement’s short- and mid-term
strategic objectives.
ALIGNMENT WITH
MISSION AND
STRATEGIC
PRIORITIES:
McGill’s achievements and capacity to remain competitive across a full
spectrum of scholarly activities are directly linked to the support it receives
from philanthropic endeavours. Philanthropic success will continue to play
an integral role in helping McGill achieve its objectives, and overcome
revenue challenges.
Versions of this Report have been previously presented to members of the
Senior Administration, Senate and the Investment and Finance Committees.
COMPLIANCE
WITH UNIVERSITY
POLICY:
Reports on philanthropy are routinely presented to the Board, its
subcommittees and Senate.
COMPLIANCE
WITH
LEGISLATION/
EXTERNAL
REGULATIONS:
There are no legislative requirements related to the Report.
RISK FACTORS: Future fundraising challenges are outlined in the attached presentation.
SUSTAINABILITY
CONSIDERATIONS
Financial sustainability is a key factor influencing the ability’s continued
ability to carry out its mission.
IMPACT OF
DECISION AND
NEXT STEPS:
N/A
MOTION OR
RESOLUTION
FOR APPROVAL:
N/A
APPENDICES: Presentation: FY15 Report on Philanthropy
McGill’s FY15 Report on Private Giving
Memorandum
McGILL UNIVERSITY BOARD OF GOVERNORS
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2015 Report on
PhilanthropyGD15-27
Marc WeinsteinVice-Principal, University Advancement
Presented to the Board of Governors
November 26th, 2015
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PART 1:FY15 Financial Performance
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FY15 Performance by Band
Gift Band Donors Amount
Major Gift - $5M+ 2 $12,500,000
Major Gift - $1M - $4.99M 17 $25,069,232
Major Gift - Below $1M 430 $22,205,414
Planned Gift 104 $11,098,473
Annual Fund 26,360 $10,224,137
Other 3,615 $2,286,979
University Advancement $83,384,237
Research and International Relations $35,509,595
McGill Philanthropic Achievements $118,893,832
$13
$25
$22
$11$10
$2
$0.0
$5.0
$10.0
$15.0
$20.0
$25.0
$30.0
Major Gift - $5M+ Major Gift - $1M -
$4.9M
Major Gift - Below $1M Planned Gift Annual Fund Other
Millio
ns
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5 Year Achievement Performance
$64
$85
$142
$59
$83
$20
$19
$22
$24
$36
$84
$104
$164
$83
$119
$0
$20
$40
$60
$80
$100
$120
$140
$160
$180
2011 2012 2013 2014 2015
Millio
ns
University Advancement Research and International Relations
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5 Year Cash Performance
$61
$87 $87 $86 $86
$20
$19 $22 $24$36
$81
$106$109 $110
$122
$0
$20
$40
$60
$80
$100
$120
$140
2011 2012 2013 2014 2015
Millio
ns
University Advancement Research and International Relations
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Planned Giving Performance
$6
$9 $9
$7
$11
$16
$12
$16
$12
$16
$0.0
$2.0
$4.0
$6.0
$8.0
$10.0
$12.0
$14.0
$16.0
$18.0
2011 2012 2013 2014 2015
Millio
ns
Realized Amount Deferred Amount
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Direct v. Endowed Performance
66%
61%
66%
71%
58%
34%
39%
34%
29%
42%
0%
10%
20%
30%
40%
50%
60%
70%
80%
2011 2012 2013 2014 2015
Direct Funded Endowed
Note: Direct v. Endowed data is based on UA achievements only.
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Advancement by the Numbers
781email broadcasts send
to alumni and friends
3,500attendees at
Homecoming 2014
352total individual asks
made
57%donors to Seeds of
Change who had never
made a gift to McGill
before
>1,600gifts made on the
Seeds of Change
platform
91age of oldest
Homecoming attendee,
who graduated 70
years ago
>1Mvisits to UA web sites
350volunteers helped
with 46 regional
summer send-offs
+25%increase in donor
stewardship activities
3,551face-to-face meetings
with prospects, donors,
alumni and friends
657qualifications of
potential new donors
completed
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PART 2:Building towards McGill’s 200th
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Key challenges:
Building our base of supporters
30,141
28,330 28,341
27,11426,776
25000
26000
27000
28000
29000
30000
31000
2011 2012 2013 2014 2015
Annual Fund donors: five-year trend
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Engaging students and young alumni:
Seeds of Change
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A new initiative: Giving Day
A fun, high-profile, 24-hour philanthropic blitz on March
16th, 2016
The objective:
• Rally support and increase donor participation from all regions, with
a focus on younger alumni
Tactics will include:
• Strong marketing push before and during the day
• Volunteer leads in key markets to engage their networks and gather
grassroots support
• Aggressive social media strategy featuring contests, updates and
challenges throughout the day
• Matching funds from key donors
• Regular updates on financial and participation goals
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Key challenges:
Engaging top-level philanthropists
$5M+ donations (UA only): five-year trend
$12.5M
$77.8M
$6.6M
$12.5M
$0.0
$10.0
$20.0
$30.0
$40.0
$50.0
$60.0
$70.0
$80.0
$90.0
2011 2012 2013 2014 2015
Millions
NOTE: 2013 results include two extraordinary gifts: $28M from the Rossy Family Foundation and $27M from the MasterCard Foundation
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Increased focus on Primary Gifts
Reallocation of resources to create a
dedicated Primary Gifts team
Collaboration with Deans, PIs and other
university leaders to identify and articulate
exciting transformative projects
Greater focus on strategic stewardship and
targeted engagement activities for top
donors and potential donors
Building a strong volunteer pipeline
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Your insights
With so many causes soliciting support, what makes McGill uniquely worthy of people’s giving?
What is our most persuasive case to younger alumni and more established potential donors?
Why have you chosen McGill as the locus of your volunteer energy, and how can we persuade other over-solicited influencers to do the same?
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Report on Private Giving FY2015
Summarized from official results at the close of fiscal years
Source% ofTotal2014-2015 2013-2014
% ofTotal
Table Ia Private Funding by Source
Foundations $38,250,008$37,611,263 44.5%43.6%
Alumni $20,652,606$24,536,383 24.0%28.4%
Corporations $15,137,873$11,679,954 17.6%13.5%
Friends $5,171,193$7,482,548 6.0%8.7%
Associations & Other $4,251,498$2,032,205 4.9%1 2.4%
Parents $909,352$1,282,779 1.1%1.5%
Student $1,142,897$1,161,895 1.3%1.3%
Faculty & Staff $399,978$482,172 0.5%2 0.6%
$85,915,404$86,269,199Total 100%100%
Source% ofTotal2014-2015 2013-2014
% ofTotal
Table Ib Private Funding by Source (by Soft Credit) *
Alumni $44,941,272$43,764,626 52.3%50.7%
Friends $10,233,987$17,860,294 11.9%20.7%
Foundations $16,966,142$13,270,572 19.7%15.4%
Corporations $6,931,421$6,116,099 8.1%7.1%
Associations & Other $3,966,104$1,864,361 4.6%2.2%
Parents $1,222,296$1,727,129 1.4%2.0%
Student $1,142,897$1,161,870 1.3%1.3%
Faculty & Staff $511,286$504,247 0.6%0.6%
$85,915,404$86,269,199Total 100%100%
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Report on Private Giving FY2015
Summarized from official results at the close of fiscal years
Program% ofTotal2014-2015 2013-2014
% ofTotal
Table II Private Funding by Program
Major Gifts $66,300,713$61,822,086 77.2%71.7%
Bequests & Planned Gifts $7,106,893$11,698,473 8.3%13.6%
Annual Fund $10,881,806$10,506,910 12.7%12.2%
Other $1,625,993$2,241,729 1.9%3 2.6%
$85,915,404$86,269,199Total 100%100%
Region% ofTotal2014-2015 2013-2014
% ofTotal
Table IIIa Private Funding by Region
Quebec $45,641,073$39,205,391 53.1%45.4%
Ontario $20,266,753$25,048,270 23.6%29.0%
U. S. A. $9,810,337$11,197,777 11.4%13.0%
International $6,512,749$6,924,315 7.6%8.0%
Canada Other $3,684,493$3,893,446 4.3%4.5%
$85,915,404$86,269,199Total 100%100%
Region% ofTotal2014-2015 2013-2014
% ofTotal
Table IIIb Private Funding by Region (by Soft Credit) *
Quebec $46,121,340$39,405,037 53.7%45.7%
Ontario $18,538,277$24,677,835 21.6%28.6%
U. S. A. $9,651,517$11,239,835 11.2%13.0%
International $7,980,895$6,927,387 9.3%8.0%
Canada Other $3,623,375$4,019,105 4.2%4.7%
$85,915,404$86,269,199Total 100%100%
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Report on Private Giving FY2015
Summarized from official results at the close of fiscal years
Unit% ofTotal2014-2015 2013-2014
% ofTotal
Table IV Private Funding by Recipient Unit
StudentBody
Medicine $22,186,922$21,608,377 25.8%25.0% 14.2%
Management $8,575,458$13,852,057 10.0%16.1% 7.8%
University-Wide $11,163,293$9,060,774 13.0%4 10.5% N/A
Engineering $10,769,530$6,941,282 12.5%8.0% 11.7%
Arts $10,612,711$6,668,858 12.4%7.7% 22.8%
MNI $4,420,390$6,543,113 5.1%7.6% N/A
Agric & Env Sci $2,048,337$4,256,270 2.4%4.9% 5%
Science $4,485,308$3,756,125 5.2%4.4% 14.6%
Music $1,524,454$3,438,346 1.8%4.0% 2.2%
Law $2,908,182$2,526,200 3.4%2.9% 2.3%
Dentistry $1,779,793$1,987,457 2.1%2.3% 0.7%
Libraries $1,429,805$1,640,610 1.7%1.9% N/A
Athletics $1,637,022$1,452,823 1.9%1.7% N/A
Religious Studies $887,259$1,200,280 1.0%1.4% 0.3%
Education $660,992$739,889 0.8%0.9% 6.8%
Hospitals-Museums $720,607$495,635 0.8%0.6% N/A
Continuing Education $105,342$101,100 0.1%0.1% 11.6%
$85,915,404$86,269,199Total 100%100%
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Report on Private Giving FY2015
Summarized from official results at the close of fiscal years
NOTESTable Ia and Ib1. Associations & Other: This report does not include the cash received by Research and International Relations in support of research considered philanthropic in nature
by the Council for Advancement and Support of Education Reporting Guidelines.
Consequently, the total amount donated by Faculty/Staff regardless of other record types was $2,110,600 in FY2015 and $3,287,775 in FY2014.
Such donations amount to $35,509,595 in FY2015 and $23,561,472 in FY2014.
The amounts donated by those who were both alumni (or parents, or friends) and Faculty/Staff were $1,628,428 in FY2015 and $2,887,797 in FY2014.2. Faculty & Staff: The numbers shown represent donations made by individuals whose primary record type is Faculty/Staff and who are not alumni, parents or friends.
Table II
4. University-Wide: Gifts that are not designated to a specific unit and are attributed to core purposes.Table IV
3. Other: Represents donations from fundraising events and institutions.
*Soft CreditSoft Credit refers to a way of totaling gifts that recognizes the individuals responsible for bringing donations to McGill.
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