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The University of Baltimore ~ Office of University Advancement Bill Lynerd, Vice President Presentation to University C

The University of Baltimore ~ Office of University Advancement Bill Lynerd, Vice President Presentation to University Council October 24, 2003. University Advancement. Advancement Services (Maggie Matheny) Gift processing (Margie Gouker-P/T) Alumni and donor records (M.G.) Stewardship

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The University of Baltimore ~ Office of University Advancement Bill Lynerd, Vice President Presentation to University C

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  1. The University of Baltimore~ Office of University AdvancementBill Lynerd, Vice PresidentPresentation toUniversity CouncilOctober 24, 2003

  2. University Advancement • Advancement Services(Maggie Matheny) • Gift processing (Margie Gouker-P/T) • Alumni and donor records (M.G.) • Stewardship • Prospect Research (Paula Whisted – P/T)

  3. University Advancement • Alumni Relations(April Baer) • Communicating with graduates • Engaging volunteers • Orchestrating recognition & awards program ~ Assoc. Director (position open) Nicole Jones, Law School Alumni Laura Shelton, Program Specialist

  4. University Advancement • Development • Annual Giving (Ali Wainwright Davitt) • Major Gifts • Michele Ewing, Law School) • Ellen McNulty, Merrick School) • Bill Cole/Ali Davitt, Yale Gordon College • Special Projects

  5. University Advancement • University of Baltimore Educational Foundation, Inc. (Maggie Matheny; Wendy Tews, Senior Accountant) • Receives & manages gifts on behalf of the University and individual departments • University Properties (subsidiary entity) receives and manages buildings and land on behalf of the University

  6. Contributions to UB July 1-September 30 comparison

  7. Contributions by designationLegacy CampaignJune 30, 2002

  8. Legacy CampaignContributions by Source($ in millions)

  9. Legacy CampaignContributions by Source(number of contributors)

  10. Campaign Contributions by School

  11. 47 contributions of $100,000 or more to campaign

  12. UB Educational Foundation(returns/distributions) • FY’ 03 Portfolio return exclusive of physical property investments/UMF Funds (includes unrealized gains)= 5.78% • FY’ 03 Portfolio return including UMF = 5.44% • FY’03 Annualized income distribution = 1.7%

  13. Factors in lower distribution • Return, while improving, includes unrealized gains • Total portfolio includes significant investments that are important to the university in other ways and accruing interest but not paying out significantly at this time (Lyric/Queen Anne Belvedere)

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