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Union College Twenty-Five Year Historical Philanthropic Overview Covering Fiscal Years 1980 through 2004
<ul><li>Twenty five years ago, a small group of Adventist laymen invested in a vision to encourage the Adventist colleges ...
<ul><li>Note:  For the purposes of this report, the past 25 years are divided into 5 periods with each period representing...
Unrestricted Giving From Alumni for Annual Fund
Number of Alumni Making Unrestricted Annual Fund Gifts
Total Giving from Alumni <ul><li>In addition to BECA’s influence on unrestricted giving for general operations, this progr...
Total Alumni Giving
Union College Alumni—Loyalty  is a Trademark <ul><li>From the onset of BECA, Union College alumni responded enthusiastical...
Rate of Alumni Participation Based on Total Alumni Giving
Leveraging BECA’s Influence <ul><li>As a follow-up program to BECA, Union College participated in a challenge program stru...
Major Gifts—Number of Donors
Major Gifts—Total Philanthopic Value
Extending the Influence <ul><li>The influence of BECA and the Major Gift Challenge has extended beyond the goals of the tw...
Total Voluntary Support
Deferred Giving <ul><li>Surpassed the $1 million mark for charitable gift annuities with 29 gift annuities valued at $1.01...
Philanthropy’s Impact <ul><li>The most definite measure of success is what has been accomplished with the philanthropic in...
Philanthropy’s Impact, continued <ul><li>Philanthropic dollars have been used to make a very tangible impact upon Union Co...
Philanthropy’s Impact, continued <ul><li>Acquisition of new equipment for science laboratories  </li></ul><ul><li>Renovati...
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philanthropic overview

  1. 1. Union College Twenty-Five Year Historical Philanthropic Overview Covering Fiscal Years 1980 through 2004
  2. 2. <ul><li>Twenty five years ago, a small group of Adventist laymen invested in a vision to encourage the Adventist colleges and universities to build philanthropic programs based on a foundation of unrestricted giving for operations from alumni. </li></ul><ul><li>Union College embraced the vision of BECA (Business Executives Challenge to Alumni) and the impetus created continues to nurture philanthropic growth. </li></ul>
  3. 3. <ul><li>Note: For the purposes of this report, the past 25 years are divided into 5 periods with each period representing an annualized average for that five years. </li></ul><ul><li>Period 1 = Fiscal Years 1980 to 1984 </li></ul><ul><li>Period 2 = Fiscal Years 1985 to 1989 </li></ul><ul><li>Period 3 = Fiscal Years 1990 to 1994 </li></ul><ul><li>Period 4 = Fiscal Years 1995 to 1999 </li></ul><ul><li>Period 5 = Fiscal Years 2000 to 2004 </li></ul>
  4. 4. Unrestricted Giving From Alumni for Annual Fund
  5. 5. Number of Alumni Making Unrestricted Annual Fund Gifts
  6. 6. Total Giving from Alumni <ul><li>In addition to BECA’s influence on unrestricted giving for general operations, this program helped educate alumni as to the vast opportunities available to them to philanthropically invest in programs, services, facilities and endowment. </li></ul><ul><li>Overall alumni giving has grown significantly in the past 25 years. </li></ul>
  7. 7. Total Alumni Giving
  8. 8. Union College Alumni—Loyalty is a Trademark <ul><li>From the onset of BECA, Union College alumni responded enthusiastically to supporting their alma mater. The college continues to benefit from one of the highest participation rates in the nation for private undergraduate baccalaureate colleges, consistently ranking in the top 10 schools nationally. </li></ul>
  9. 9. Rate of Alumni Participation Based on Total Alumni Giving
  10. 10. Leveraging BECA’s Influence <ul><li>As a follow-up program to BECA, Union College participated in a challenge program structured to motivate the growth of major gifts, defined as $5,000 or more. </li></ul><ul><li>The Major Gifts Challenge Program, launched in fiscal year 1995, has significantly influenced Union College’s major gift program. </li></ul>
  11. 11. Major Gifts—Number of Donors
  12. 12. Major Gifts—Total Philanthopic Value
  13. 13. Extending the Influence <ul><li>The influence of BECA and the Major Gift Challenge has extended beyond the goals of the two programs impacting overall philanthropy. Total voluntary supports grows at a respectable rate and increases in deferred giving and endowment bode well for the future of Union College. </li></ul>
  14. 14. Total Voluntary Support
  15. 15. Deferred Giving <ul><li>Surpassed the $1 million mark for charitable gift annuities with 29 gift annuities valued at $1.014 million in 2004 as compared to 6 gift annuities with a value of $110,000 in 1997. </li></ul><ul><li>Several significant estate gifts helped to conclude the campaign for the Ortner Center. Total estate gifts for the project were $624,976 or 11% of the project total. </li></ul><ul><li>ForeSight, a program acknowledging individuals who have remembered Union College in their future estate plans, includes over 100 individuals. </li></ul><ul><li>Union College’s endowment value is almost $8 million as compared to $2.99 million ten years ago. </li></ul>
  16. 16. Philanthropy’s Impact <ul><li>The most definite measure of success is what has been accomplished with the philanthropic investments made by donors. </li></ul><ul><li>Students, faculty and staff have all been impacted by the dollars being utilized for scholarships, facilities, equipment, programs and services. An overview of recent accomplishments follows. </li></ul>
  17. 17. Philanthropy’s Impact, continued <ul><li>Philanthropic dollars have been used to make a very tangible impact upon Union College. Some examples are: </li></ul><ul><li>Completion of the $5.8 million Ortner Center </li></ul><ul><li>New academic programs in Physician Assistant Studies and International Relief and Rescue </li></ul><ul><li>Enhanced academic programs in teacher education, mathematics, English and social work </li></ul>
  18. 18. Philanthropy’s Impact, continued <ul><li>Acquisition of new equipment for science laboratories </li></ul><ul><li>Renovations in dormitories, student center, and campus parking </li></ul><ul><li>Elimination of debt, enabling the college to operate debt-free for the first time since 1986 </li></ul><ul><li>Increased endowment in support of student scholarships, faculty professorship, library, and general operations </li></ul><ul><li>Improvements in computer technology </li></ul>

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