The University of Baltimore ~ Office of University Advancement Bill Lynerd, Vice President Presentation to University Council October 24, 2003

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The University of Baltimore Office of
University AdvancementBill Lynerd, Vice
PresidentPresentation toUniversity
CouncilOctober 24, 2003
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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)

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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

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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

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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

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Contributions to UB

• July 1-September 30 comparison

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Contributions by designationLegacy CampaignJune
30, 2002
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Legacy Campaign Contributions by Source( in
millions)
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Legacy Campaign Contributions by Source(number
of contributors)
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Campaign Contributions by School
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47 contributions of 100,000 or more to campaign
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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
• FY03 Annualized income distribution 1.7

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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)