THE UNIVERSITY OF TOLEDO As of December 8, 2014 REVENUE BY COLLEGE $6,548,613 A DMINISTRATIVE A THLETICS A DULT /L IFELONG L EARNING COBI C OMMUNICATION /A RTS E NGINEERING H EALTH S CIENCES L ANG /L ITER /S OC S CI L AW M EDICINE /L IFE S CIENCE N ATURAL S CIENCE AND M ATH N URSING P HARM /P HARM S CIENCE S OC J USTICE /H UMAN S VC O THER - HSC O THER - M AIN C AMPUS O THER - MC & HSC H ONORS E DUCATION /H ERB L IBRARIES R OCKET F UND S PECIAL P URPOSE U NRESTRICTED $6 154 $141 934 $36 749 $39 384 $30 510 $465 959 $89 144 $114 481 $231 174 $14 365 $26 577 $370 246 $30 000 $59 320 $79 188 $1 875 $343 265 $59 557 $112 307 $691 373 $947 888 $900 105 $1 755 767

THE UNIVERSITY OF TOLEDO REVENUE BY COLLEGE Found Family/Personal $178 750,00 3% Estate $28 559,28 1% Other (non people) $15 570,00 0% Internal Account $16 252,00 0% As of December 8, 2014 $6,548,613 Foundation Public $20 150,00 0% Special Group $170 677,64 3% Trust $260 980,27 4% University $91 600,00 1% Friend/Non-Alum $1 183 490,26 18% Corporation/Company $1 218 084,05 19% Alumnus/a $2 838 727,19 43% Foundation Community $68 716,09 1% Foundation Corp/Matching $454 564,94 7%

Eduventures Presentation The Higher Education Philanthropic Landscape Development Committee Presentation

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Development Committee EDUVENTURES

Trends in Higher Education/ The Philanthropic Landscape

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Positive Outlook for Giving to Higher Education Publics and Privates are on Equal Footing Mega Gifts Stay Strong Year-to-Year Where Does the Money Go?

Alumni Participation Continues its Decline Student Debt Impacts Giving Alumni Want Career-Related Engagement and Services Investing in Engagement Does Pay Off Key Trends Are Impacting Major Gifts Work Partnership is Essential 4

1 – Positive Outlook for Giving to Higher Education UTF FY13 Gift Revenue $16.2M ~ UTF FY14 Gift Revenue $19.2M

$35 Giving to Higher Ed (in billions) $30 $25 $20 $29,8 $314

Higher Education

$31,6 $27,9 $28,0

Total Philanthropy

$33,9 $400 $380 $31,0 $30,3 $316 $335 $360 $340 Total Philanthropic Giving (in billions) $320 $308 $298 $300 $287 $280 $280 $260 2007 2008 2009 2010 2011 2012 2013

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2 – Publics and Privates are on Equal Footing Gifts of $5M+ to Higher Education in 2012 # of Gifts Public

123

Private

115

Average Gift Size

$20,832,033 $20,020,870

Total $ % of Total $

$2,562,340,000 53% $2,302,400,000 47% 6

3 – Mega Gifts Stay Strong Year-to-Year Year

2012 2011 2010 2009 2008 2007 2006

$100M+ Gifts 2006-2012 Total Dollar

$1.721 B $2.735 B $400 M $1.07 B $1.632 B $3.258 B $1.797 B

N

9 17 3 8 12 23 12

% of Total $1M+ Dollars

30% 34% 5% 13% 14% 25% 19% 7

4 - Where Does the Money Go?

$3.4 B Distribution of 2012 $1M+ Gifts to Higher Education by Purpose $769.9 M

Academic research and programs Scholarships/ financial aid

$450.1 M

Professorship UTF

$262.2 M

Student support*

$237.5 M

Athletics

$177.2 M

Specified purpose**

$106.1 M

Campaign/ Unspecified 8

5 – Alumni Participation Continues its Decline

*Source: Voluntary Support of Education survey results, 2001-2013. Represents all institutions that participated in the survey, including a small number of 2-year colleges and graduate degreed-alumni. Also represents all types of alumni, including non degreed alumni and graduate degreed alumni. 9

6 – Student Debt Impacts Giving

Amount of Student Loan Debt

National average $29.4K in student loan debt Debt at these levels significantly impacts alumni giving.

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6 – Student Debt Impacts Giving

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College debt is on the rise among Toledo alumni – a factor that is predictive of a lower likelihood of giving among alumni nationally.

– 72% of Toledo’s young alumni incurred debt to finance their education while compared with 66% of young alumni nationally and 50% of all Toledo alumni. Additionally, 48% of Toledo’s young alumni graduated with $20,000 or more in debt (vs. 25% of all Toledo alumni).

– Among this young alumni cohort there is also a growing feeling that the value of their college education is misaligned with the cost: only 29% of young alumni believe the value exceeds cost, a drop from 71% of 1972-and-earlier graduates.

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College debt is higher and perceptions of value are lower among Toledo's young alumni.

Are key University leaders and stakeholders aware of this trend? Is Advancement a part of a campus-wide conversation about the perception value among constituents? What Advancement-specific strategies are in place to manage alumni perceptions and drive giving?

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6 – Student Debt Impacts Giving

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7 – Alumni Want Career-Related Engagement and Services

#1 #2 #3 #4 #5 #6 #7 #8 #9 #10

Rank Alumni Event Ranking:

Last Year’s Event Attendance vs. Next Year’s Event Preference

Last Year Attendance

Athletic events

Ran k

#1

Next Year Preference

Regional alumni events

Positio n

Campus visits Regional alumni events Reunions #2 #3 #4 Athletic events Networking events Professional seminars Homecoming #5 Career development for current students Networking events #6 Faculty lectures or webinars Recruitment of prospective students Career development for current students #7 #8 Reunions Campus visits Volunteer activities #9 Recruitment of prospective students University-sponsored conference #10 Volunteer activities 13

5 – Alumni Participation Continues its Decline

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8 – Investing in Engagement Does Pay Off Engagement Tactics with a Predictive Relationship to Giving

Attends professional alumni events Reads the alumni magazine Feels most connected to an athletic team Participates in targeted alumni activities*

Most likely to be a current donor

Prefers direct mail and phone calls *“Targeted alumni activities” were defined through factor analysis to include the following: career development activities for current students, fundraising volunteer activities, recruitment of prospective students, networking events, and regional alumni events.

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9 – Key Trends Are Impacting Major Gifts Work

Real data on the Increased

focused investment in training and

critical role

campus partners

play in fundraising Change in

goal setting processes

; more realistic and strategic results Realization about

mentoring

officers New and

improved tools and software

gift providing real-time the

impact of retention

on productivity data Trend towards

smaller portfolios

; focus on quarterly movement of top

positions

25 More development-based

HR/professional development

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10 – Partnership is Essential in Major Gifts Work Type of partner Trustee President Provost Dean Department head or program leader VP of Development Chief Development Officer Planned Gift Officer Involved in cultivation Present at solicitation

= Linked to greater percentage of ask received = Linked to larger gift size

Made the ask

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About Eduventures

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