1. Department Chair Orientation November 1, 2005 Bill Boldt Vice Chancellor, University Advancement

2. Types of Private Gifts Individual gifts from alumni, parents and friends Business and association gifts. Corporate. Foundation gifts.

3. Methods of Giving Planned gifts (trusts, bequests, life income agreements). Real estate gifts. Stock gifts. Property gifts. Cash and securities gifts. Pledges (up to 5 years duration). Combination of the above.

4. Who makes charitable gifts? Individuals make up 90% of charitable gifts, and nearly half of the dollars given to higher education. Recent studies show that the top 1% of donors give as much as 70% of the money, and the top 10% of donors may give as much as 95%.

5. Prospect Types Those who see a need and respond without being asked. Those who respond when simply told of a need. Those who will respond when persuaded. Those who may or may not respond, even when heavily encouraged. The “Inert Fifth” – Nothing could ever get them to give.

6. Kinds of Gifts Made by Individuals Regular Gifts –Made repeatedly and at regular intervals. –Timing relates largely to the calendar. –Usually the smallest gifts the individual will make. –Generally raised through Speculative Fund Raising, which focuses on asking for gifts—based on the speculation that if you ask enough people for gifts, a sufficient number will respond favorably to make the effort worthwhile. –Examples include: direct mail appeals, phonathons, telethons.

7. Kinds of Gifts Made by Individuals Special Gifts –Made to help meet a special need. –Usually made to an institution that the giver also supports with regular gifts. –The need of the institution receiving the gifts influences their timing. –Increased investment on preparation of the donor for the request. –Examples include: campaign / project fund raising. –Typically 5 to 10 times larger than regular gifts.

8. Kinds of Gifts Made by Individuals Ultimate Gifts –Largest philanthropic commitment the giver can make. –Factors in the giver’s life most influence the timing. –Generally raised through Nurturing Fund Raising, which focuses on the prospective donor’s sense of commitment to the institution over time. –Examples include: trust or bequest. –Typically 1,000 to 10,000 times larger than regular gifts and funds usually go toward endowment.

9. The Cycle of Giving

10. Summary The more significant the gift, the more personalized the cultivation and stewardship. The larger the gift, the longer it is likely to take; the higher the expectations will be for stewardship. It is all about the relationship building with people who can make a difference at UCR.

11. The UCR Advancement System A. Gary Anderson Graduate School of Management Bourns College of Engineering College of Humanities, Arts & Social Sciences College of Natural & Agricultural Sciences Health Sciences Research Initiative, including Biomedical Sciences Graduate School of Education University Extension Palm Desert Campus Athletics Library Research Centers OFFICE OF THE VICE CHANCELLOR FOR UNIVRSITY ADVANCEMENT CORPORATE SPONSORSHIPS MEDIA RELATIONS AND MARKETING GIFT PLANNING GOVERNMENT AND COMMUNITY RELATIONS ADVANCEMENT OPERATIONS - DONOR RESEARCH & RELATIONS - UCR FUND - ADVANCEMENT SERVICES CORPORATE AND FOUNDATION RELATIONS MAJOR GIFTS ALUMNI AND CONSTITUENT RELATIONS - EVENT MANAGEMENT AND PROTOCOL FINANCE AND ADMINISTRATION