Major Fundraising Initiative

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Major Fundraising Initiative
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• Memorial University launched its largest
  fund-raising effort to date, The Opportunity
  Fund, in 1997.
• The goal was to raise 50 million to increase
  student scholarships and fellowships, to improve
  student services facilities, and to support
  innovative teaching and research initiatives.
• When the campaign ended in December 1999, close
  to 60 million had been pledged, including
  government matching funds.

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The Opportunity Fund

• During the Opportunity Fund, a percentage of the
  funds raised supported infrastructure
  significant funding went towards infrastructure
  the Field House Smallwood Centre and the
  Student Annex at SWGC.
• But other infrastructure needs remain
  significant. However, all aspects of need must be
  addressed.

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Memorial looks to launch its next major campaign

• A total 200 million investment prospectus, which
  includes a 100 million bond issue
• There is a need to address all aspects of need in
  the upcoming campaign, but infrastructure
  requirements are significant
• These facilities are necessary for the University
  to maintain an environment suitable for the
  delivery of current programs, to expand our
  capability of attracting new students and
  faculty, and to expand our capabilities in
  research

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Projects of significant need have been identified
Residences Upgrade/New (in St. Johns and at SWGC) 58 M
Sciences Research Building 45 M
Academic Building Expansion at SWGC 10 M
Business Building Expansion 5 M
Medical Research/Service 10 M
Health Sciences Medical Research/Service 2 M
Library Expansion (in St. Johns and at SWGC) 12 M
Parking Facilities 8 M
150 M
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Supporting our Mission Excellence in Teaching Supporting our Mission Excellence in Teaching Supporting our Mission Excellence in Teaching
Overview Campaign Priorities Funding
Business Building Expansion Expansion is planned based upon the need to educate more business leaders within the province the demand for business programs nationally and internationally the need to research business development strategies the residual economic development that will result. 45,000 square feet of new space is needed 5 M
Expansion of Ferriss Hodgett Library at SWCG Increased shelf space and an information commons will support west coast students 2 M
Expansion of QE II Library Expansion of Newfoundland Studies collection, considered a cultural treasure to the province, and which attracts students to the university Addition of group learning space to support excellence in learning 10 M
Continued ... Continued ... Continued ...
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Supporting our Mission Excellence in Teaching (continued) Supporting our Mission Excellence in Teaching (continued) Supporting our Mission Excellence in Teaching (continued)
Overview Campaign Priorities Funding
Improving on-campus services To support increased number of graduate students and part-time students who will need transport to be flexible in their class schedules 8 M
Expanding residence space attracting the brightest students from around the province and around the world. Residence Project An adequate supply of high-quality, competitively priced on-campus housing is an essential part of Memorials ability to recruit students domestically and abroad. The residence project combines renovation of existing residences on the St. Johns and SWGC campuses along with construction of new housing. St. Johns Campus 52 M SWGC 6 M
TOTAL FUNDING 83 M
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Supporting our Mission Excellence in Research Scholarship Supporting our Mission Excellence in Research Scholarship Supporting our Mission Excellence in Research Scholarship
Overview Campaign Priorities Funding
Innovation and Research are inextricably linked in Memorials culture. Research grants have increased from 35 million in 1999 to 74 million in 2004-05. A new goal of 100 million is being contemplated for 2010. Reaching this challenging but realistic goal will require new laboratory infrastructure. Sciences Research Building This space will be designed to Improve research productivity Encourage collaborative research Provide research opportunities for senior undergraduate and graduate students Facilitate recruitment and retention of outstanding faculty and graduate students 45M
Health Sciences Teaching Research Space Expand Research and Teaching Space in Health Sciences Faculty of Medicine Family Medicine Clinic Consolidation of Applied Research Space Expansion of School of Pharmacy Expand School of Nursing offerings and increase efficiency of delivery 10M
TOTAL FUNDING 55 M
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Supporting our Mission Putting Knowledge to Work Supporting the Community Supporting our Mission Putting Knowledge to Work Supporting the Community Supporting our Mission Putting Knowledge to Work Supporting the Community
Overview Campaign Priorities Funding
SWGC has plans to increase its enrollment through recruitment of students to existing and new programs Increase program offerings at SWGC in several key areas Environmental education and research The Centre for excellence in environmental education, research, technology and development Business Development Centre Information Technology Centre Centre for land-use research To support these initiatives, new infrastructure is required 10 M
HSC Research Space Expansion Proving opportunities for research into health issues supporting better health and the recruitment retention of specialist physicians in NL 2 M
TOTAL FUNDING 12 M
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These projects will also significantly impact the
provincial economy

• The growth of our non-resident (e.g., outside
  Newfoundland and Labrador) student body
• Increased research capabilities which will have
  significant economic impact
• Securing a source of professionals for the local
  economy, including our health and social sectors
• Providing construction activity and knowledge
  transfer

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The other 50 million ...

• As shown, of a 200 investment prospectus, 150
  million has been targeted for projects to support
  the universitys infrastructure needs in meeting
  its strategic objectives

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The other 50 million ...

• Proposals are encouraged for projects that meet
  the following criteria
• Does the project
• Support the overall strategies of the university
  (growth, ingenuity)?
• Support the units strategic direction?
• Build on current strength of unit and/or its
  unique capacity?
• Engender a willingness in the unit to assist in
  raising funds?
• Contribute to an increased endowment?

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The Process

• Asking for proposals
• This meeting
• Discussion with your units
• A form for Dean/Director to complete and submit
• Deadline for submission Oct. 14
• Selecting proposals
• A small committee including Eddy Campbell, Dale
  Foster, Michael Collins, Glenn Collins, Paul
  Chancey, Jack Strawbridge, Roxanne Millan and
  possibly others will make recommendations to
  Senior Executive.
• Decisions expected to be communicated by the end
  of October.

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Words of caution . . .

• Even if a project is accepted as a priority by
  the university, there is no guarantee that the
  project will be funded
• Tested at feasibility stage
• No donor, no interest, no money
• Even if the project is not accepted as a
  priority, it may be funded
• An interested donor
• Circumstances change

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Trends in University Fund Raising

• Individual giving is key to success
• Organizational vision must be clearly articulated
• Government matches remain popular
• Exceptional Stewardship a must
• Strategic use of volunteers
• Permanent campaigns in sector
• Transparency accountability critical
• Investment in Advancement team

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Planning Study

• Being conducted by KCI (Ketchum Canada Inc.)
• The report, due at the end of January 2006, will
  advise us on
• our competitive positioning,
• on potential supporters and volunteers,
• on the feasibility of the campaign goal,
• and on the readiness of the external community
  and the university itself for the campaign.

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Planning Study

• Establish Priorities
• Develop a Statement of Need
• Positions campaign priorities within the
  universitys overall strategic goals
• Will be circulated to external and internal
  constituents to gauge support
• Identify Key Internal and External Constituents
  for interviews
• Identify Key Alumni for dialogue sessions

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Interview Phase

• 40-50 personal and confidential interviews
• 4-5 Focus Groups
• 3 Alumni Dialogue Sessions

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External stakeholder list includes ...

• Individuals and representatives of corporations
  and foundations
• with capacity to give or influence the giving of
  major, pacesetting gifts and
• who may form the nucleus of a group of leaders
  who will be recruited to participate in the appeal

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Key Dates

• 14 Oct Proposals due
• 21 Oct Campaign priorities refined
• 31 Oct Statement of Need finalized
• 1 Nov - 9 Dec Interviews conducted
• 23 Jan Final Report