Faculty /Staff Giving at the UI Building the culture of philanthropy on our campus

1. Jen Knights, Assistant Director, Faculty/Staff Philanthropy Randy Rumery, Associate Campaign Director; Assistant VP, Major Gifts Faculty /Staff Giving at the UIBuilding the culture of philanthropy on our campus The University of Iowa Foundation

2. Welcome! From the co-chairs Dr. Matthew Howard Professor and John C. VanGilder Chair, Chairman, Neurosurgery Joni Troester Director, UI Human Resource Services Organizational Effectiveness/ Health and Productivity Jerry Schnoor Professor and Allen S. Henry Chair, College of Engineering

3. WE ARE PHILUI Faculty/Staff Giving Program • PHIL is short for philanthropy. • Philanthropy affects all of us on this campus. • WE ARE PHIL.

4. WE ARE PHILUI Faculty/Staff Giving Program • Program launch: Oct. 21-Nov.1, 2013 • Campus-wide focus on participation • Targeted major-gifts component • Annual effort

5. WE ARE PHILUI Faculty/Staff Giving Program • Every gift counts • Any amount • Any fund within the UI Foundation • (More than 4,000 funds to choose from)

6. PHIL WAS HERE:SPI and PHIL’S DAY The PHIL concept (PHIL WAS HERE) was created in 2009 for our Student Philanthropy Initiative (SPI) to promote philanthropy awareness among UI students. PHIL and Phil’s Day have been well received by faculty and staff, too. WE ARE PHIL is a new take on PHIL, designed with you in mind. Lends itself well to ongoing/future collaboration with SPI on campus communications and events.

7. PHIL WAS HERE:PHIL’S DAY 2013

8. What is the UI Foundation? The preferred channel for private contributions to the University of Iowa A nonprofit IRC Sec. 501(c)(3) organization We fundraise according to priorities set by the university president in consultation with deans, directors, and other campus leaders. Organized in 1956 to help the university meet needs beyond those provided for by state support, and to reach new levels of distinction by generating significant private gift support

9. What is the foundation’s purpose? MISSION: “Advancing the University of Iowa and fulfilling the aspirations of those it serves.” The foundation exists solely to provide support for the university. Gifts made through the foundation are used to support students, faculty, staff, facilities, and programs at the UI.

12. The university’s comprehensive $1.7 billion fundraising initiative • Quiet phase:2008-2013 • Public phase: 2013-2016 • Progress: $1.064 billion (7/18/2013) • 63% of goal • 59% of timeline

13. A comprehensive university campaign is . . . . . . a collaborative effort by all engaged and caring members of the University of Iowa community to advance our university and maximize its local, national, and international impact, for the greater good.

14. Why A Comprehensive University Campaign? Raises more money Accelerates philanthropic growth and sustains elevated performance

15. Why A Comprehensive University Campaign? Enlarges the culture of philanthropy among academic leaders, faculty, volunteers and donors Clarifies and prioritizes the University and unit visions Gives President, University leadership, and campaign volunteers an opportunity to communicate the vision Provides a powerful multi-year branding platform

16. For IOWA. Forever More. comprises several subcampaigns that have either taken place in recent years or will take place before the campaign concludes, including: Recent campaigns for the College of Dentistry and College of Public Health

17. The future of Phil During the comprehensive campaign (from now through FY16), any gift to any fund at the UIF counts as both a campaign gift and as your participation in the WE ARE PHIL Faculty/Staff Giving Program. 2016 After concludes, WE ARE PHIL will live on as our annual giving program for UI faculty and staff.

18. WE ARE PHIL: Goals • Raise awareness of impact and importance of philanthropy at the UI • Make faculty/staff giving a growing and positive part of campus culture • Increase participation rates among faculty and staff, year after year

19. Why is faculty and staff giving so important? • Our contributions provide resources that help ensure the UI’s ongoing excellence—which benefits: • Students • Our community • The state of Iowa • The world • Ourselves / Each other

20. Why is faculty and staff giving so important? • Faculty and staff investment in the UI sends a powerful message to those outside the university. • It announces to alumni, friends, corporations, foundations, public officials, and community partners that we support the UI and feel it is worthy of their support, too.

21. What is my role as a volunteer leader? You lend credibility and stature to We Are Phil and convey that it is an initiative endorsed by faculty/staff. You inject energy, initiative, and enthusiasm into the program. You can set an example through your own philanthropic generosity. You help build meaningful relationships between the UI Foundation and the university, as well as with our donors (external and internal). You help articulate the university’s need for philanthropic support to an audience of your peers. You can endorse, affirm, verify UI Foundation/We Are Phil messages.

22. Measuring Success • We will let you know when we have participation numbers for FY13 • We are working on tools to report participation by college/unit

23. WE ARE PHILFaculty/Staff Committees

24. WE ARE PHIL Program Launch October 21 – November 1, 2013

25. Central Program Launch Elements • Contribution package mailed to all regular UI employees working 50% time + • Letter from co-chairs • Contribution form • Brochure/foldout poster • Reply envelope • Email from Provost’s office urging engagement • Email from UIF with video and link to giving page

26. Central Program Launch Elements Cambus posters, digital display ads, Daily Iowan ads, Iowa Now coverage Placement of giving link on HR Self-Service site Functional, interactive section for faculty/staff on www.uifoundation.org site

27. Media Inquiries? Dana Larson Executive Director, Communications and Marketing UI Foundation dana-larson@uiowa.edu 467-3661

28. Volunteer Role2013-2016 • Assemble your own We Are Phil committee to help brainstorm and plan. • Set a participation goal for your work unit. (Foundation staff will assist with a baseline.) • Communicate often with co-workers: inform them of goals, progress, where to find forms, events you’ve planned, ways co-workers can help, giving or impact stories from within your area. • Reinforce UI Foundation messages.

29. Volunteer Role2013-2016 • Plan events, activities, and/or communications to generate enthusiasm and increase participation among your coworkers. • Confirm that your colleagues received their We Are Phil materials (via Campus Mail). • Provide feedback to the UI Foundation (your development staff or Randy & Jen) from campus, and distribute information to your unit from the foundation. • Make a gift.

30. What’s on Phil? Volunteer Toolkit This slideshow Message from co-chairs FAQs Your “job” description WE ARE PHIL logos Posters you can print and personalize

31. What’s on Phil? Volunteer Toolkit Contact List (Co-chairs, foundation staff, Steering Committee members) Ideas for events and activities Menu of materials/services the UIF can provide

32. What kind of events? Picnic/pot luck/ breakfast Short daily event in a common area Play games Invite performers Collaborative project UI Breaker “Matty Mo” at a Levitt Center staff event

33. What sort of collaborative project?

34. What kind of events? Feature speakers: Students Retirees, Donors, Your fac/staff Foundation staff Have drawings for creative prizes (do not require a gift to enter) Offer incentives—like your boss doing something silly if your team exceeds its goal UI Breaker “Matty Mo” at a Levitt Center staff event

35. Also on Phil: Launch “menu” Items you may request from the foundation to help make your events/activities success, including: • Speakers for your event • WE ARE PHIL table set-up • Event materials like decorations, stickers, posters, extra contribution forms and brochures

36. PLEASE DO: Talk about the impact of giving, why it’s important. Share your stories—about giving or benefiting from philanthropy—with each other. Emphasize participation, team building. Be creative! Form workplace teams, set participation goals. Make it easy, fast, and even FUN to participate! Let us know what you’re doing.

37. PLEASE DON’T: Single out individuals (unless they wish to share their inspiration for giving). Pressure someone into making a gift. Make a gift on someone else’s behalf. Focus on the size of gifts. Require a donation to win a prize or incentive. Have supervisors directly ask employees to give.

38. ANY QUESTIONS?

39. THANK YOU!

41. Faculty/Staff Annual Giving:How do we compare in the Big Ten? *Wisconsin and Purdue participation is estimated. They do not have formal, annual F/S campaigns. *Illinois, Michigan, Minnesota, and Nebraska, Indiana, and Northwestern do not have F/S campaigns or statistics available.

42. Attitudes

43. Influencing Factors • “Other” answers included: • General attitude that we “give enough” in other ways • Giving needs to be easier, more convenient • Perceived low raises=less inclination to give back • We haven’t been asked, or asked enough

44. Communication