Transcript Office of Resource Development

Office of Resource
Development
Presentation to New Faculty in Science and Engineering
Katie Cervenka
Executive Director
Corporate and Foundation Relations
August 27, 2008
Office of Resource Development
• Includes both Development (giving) and
Alumni Relations (reunions, events, etc.)
• Staff members of the Rice Development
Office are responsible for obtaining gifts
and grants from alumni, corporations,
foundations, and other university friends
and supporters to further the academic
and research goals of Rice University.
The Centennial Campaign
• Currently in the “silent” phase of a $1 billion
campaign—overall themes emerged from
President Leebron’s “Vision for the Second
Century.”
• Deans identified campaign priorities for their
schools (see additional documents).
• Public launch is November 6, 2008.
• Have raised $480 million since campaign began
July 1, 2005.
• Last year was Rice’s best fundraising year ever:
$167 million.
School-Based Development
Officers
• Work to help fund their respective dean’s
priorities to achieve campaign goals
• Prospect base comprises Rice alumni with
the ability to give $50,000+
• Match prospects/alumni with their areas of
interest
• Provide other Resource Development
officers with information about the school
and its research to engage prospects
People You Should Know
• Engineering
– Angela Young, Director of Development
• x4612 or [email protected]
– Michael Morelius, Associate Director of Development
• x3189 or [email protected]
• Natural Sciences
– Melinda Guthrie, Director of Development
• x4268 or [email protected]
– Janice Trojan, Senior Development Specialist
• x5824 or [email protected]
Office of Corporate and Foundation
Relations
• Mission
To support the academic and research
goals of Rice University by helping to
secure support from philanthropic
foundations, corporations and corporate
foundations.
• Website: www.rice.edu/ocfr
Office of Corporate and Foundation
Relations
• Manages Rice University’s relationships with
foundations and corporations.
– Newly formed Corporate Council co-chaired by Jim
Coleman, Vice Provost for Research and Marybeth
Savicki, Associate Director, Corporate Relations
• Secures foundation and corporate funding for
major campus priorities in collaboration with the
president, provost, and deans.
• Secures foundation and corporate funding for
major research and academic initiatives as
defined by deans and faculty members.
Office of Corporate and Foundation
Relations
• Identifies and cultivates new foundation
and corporate donors.
• Ensures that all foundation and corporate
donors are well stewarded.
• Maintains institutional records on
foundations and corporations, including
information on current and past grants.
Office of Corporate and Foundation
Relations
•
If pure gift funding (award is irrevocable, no specific period of performance) only
development/OCFR is involved.
•
If “grant” (has specific requirements or terms such as: return of unexpended funds, specified
period of performance, interim and final technical reports, addresses intellectual property) OCFR
works closely with the Office of Sponsored Research and the Office of Research and Cost
Accounting
–
Inform OCFR about activity relating to a private foundation or corporation.
–
OCFR will work with faculty member, as necessary, to provide background on foundation/corporation, read
and/or edit material, help with site visits.
–
OCFR will let OSR know of contact. If little or no help is required of OCFR, faculty member should work
directly through OSR.
–
If “grant,” OSR will require review and approval form, budget, budget justification and project summary (must
be routed through chair and dean first; OSR needs five days before deadline).
–
Once awarded, checks should come to OCFR for processing (Elizabeth Castillo at x4637 handles). OCFR
will issue interim report reminders; final reminders come from both OCFR and OSR.
Office of Corporate and Foundation
Relations
• Examples of S&E projects
– Establishment of seed grant funds
– Research Support
– Young Faculty Programs (e.g. Keck, Packard,
Searle, Pew)
– Capital funding (e.g. 800 MHz NMR)
– Larger project support (e.g. physics)
Office of Corporate and Foundation
Relations
• Who We Are
– Katie Cervenka, Executive Director, x6012 or
[email protected]
– Marybeth Savicki, Associate Director, Corporate
Relations, x4267 or [email protected]
– Katie Noble, Associate Director, Foundation
Relations, x4614 or [email protected]
– Takcus Nesbit, Assistant Director, Corporate
Relations, x4628 or [email protected]
– Jessica Jones, Corporate and Foundation Relations
Specialist, x5037 or [email protected]
– Elizabeth Castillo, Corporate and Foundation
Relations Coordinator, x4637 or [email protected]