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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 AdvancementBill Lynerd, Vice PresidentPresentation toUniversity CouncilOctober 24, 2003
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)
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
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
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
Contributions to UB July 1-September 30 comparison
Legacy CampaignContributions by Source(number of contributors)
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%
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)