Transcript Oregon State University Foundation

Oregon State University
Foundation
Kim Thompson
Director of Development
ALADN, March 25, 2003
Director of Development for two
units:
 OSU
Libraries
OSU alumni and friends
 Linus
Pauling
Institute
12,000 distinct households
History of Development
Program
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OSU Foundation created in 1947
Assets as of June 30, 2002:
$375,080,400
Endowment assets as of June 30,
2002: $239,030196
Total Foundation gifts for fiscal year
ended June 30, 2002: $36,212,438
Model for development has changed
throughout the years
OSU Libraries Development
History
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Prior to the $47 million campaign for
the Valley Library begun in 1993, the
Libraries had no development officer
Campaign was successfully
completed in 1998--pledges
completed by 2001
In 2002, the Libraries received
$880,000 in gifts (inc. 3 bequests)
Goal in 2003 is $250,000
Budget
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All costs of development are
sustained by the Foundation
Budget this year for both units is
$22,000 for travel, events,
conferences, gifts,
entertainment
Provided cell phone, Visor,
laptop, phone card, cubicle
Organizational Chart/OSUF
CEO
VP-CFO
IT/IS, Finance, HR
Assoc VP
interim
VP-Major gifts
Director-Dev. Srvs
vacant
interim
Planned Giving/
Attorney,
Annual Giving
18 Dir. Of Dev.
Support Staff
Research, Events,
Data Mgmt
Development Team
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At the Library
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Executive Asst to the Univ. Lib
At the Foundation
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Admin, 1/7 time
Research
IS/IT
Finance
Database
Annual Giving
Planned Giving, one person for Foundation
Event Planner
Benefits of Centralized
Development Model
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Get to know all foundation
employees and all aspects of
operation
Camaraderie and interchange
between directors, more
cohesive donor approach
United effort to communicate to
the University
Shared resources save money
and time
Challenges of Central
Development Model
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Not as familiar with operation
and people of units we
represent
“Us vs. them” can develop
Lack of understanding of
foundation’s role, policies and
procedures
Goal-setting Process
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University is to provide OSUF
with fundraising priorities each
year
Goals are set each year by the
Directors based on priority
needs, and approved by their
campus supervisor before being
submitted to the University
President
Library Development Plan
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Two annual mailings per year
Two-three events in Portland and Corvallis
Personal cultivation, solicitation and stewardshipHold assignment to 50 households
Football events
Library Advisory Council
Alumni Association
Professional training
Public Relations
Meet regularly with University Librarian and staff
Use of Special Collections
Challenges
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Half-time limits fundraising efforts
No longer a university priority
Intense budget pressure--less donorcentric
Four CEO’s in three years, no V.P.
Major Gifts
No stated priorities from university
University Librarian not on Dean’s
Council
Limited support
Cubicle
Other assignment requires national
We are the OSU “Beavers”…