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1、FundraisingforUniversities Brussels April25th2002 2 Agenda UniversityfundraisingpracticesabroadFundraisingmechanismsDo sanddon tsinacademicfundraisingConclusion 4 50 ofdonationstoUSuniversitiescomefromindividuals 5 Privatecontributionsperstudenthavegrownatover50 perdecade 6 About50 ofprivatefundingi
2、susedtofinancecurrentoperations 7 Thetop3fundraisingpublicuniversitiesintheUSraiseasmuchprivatemoneyasthetotalbudgetforuniversitiesinBelgium Students 137450 140000 8 BasedonUSbenchmarks Belgianuniversitiescouldsignificantlyenhancetheirprivatefundraising KUL ULB 9 USfundraisingisnotdoneexclusivelybyp
3、rivateuniversities 10 10outofthetoptwentyfundraisinginstitutionsarepublicuniversities public private 11 EventhemostprestigiousEuropeanuniversitieshavesignificantlylowerprivatefundsthantopUSpublicschools 12 USuniversities fundraisingisfacilitatedthroughalargenumberoftax optimaldonationoptions Outrigh
4、t tax deductiblegifts Propertygifts Bequests CharitableLeadTrust Constantincomeproducinggift Variableincomeproducinggift Giftstouniversitiesthatoptimizetaxes CharitablegiftannuityCharitableremainderannuitytrusts PooledincomefundsCharitableremainderunitrusts 13 Mostuniversitieshaveawelldevelopedwebsi
5、tetoexplainfiscalissuestopotentialdonors 14 Topfundraisingandqualityeducationarehighlylinked Wealthy universitiescanensurehighqualityeducationthrough BestprofessorsBestresearchandeducationfacilities 15 ThereforemostuniversitieshavesetupBoardsofTrusteestogiveananswertokeyqualityandindependenceissues
6、Howdemandingcanafundingcompanybe Canitrequireaclass roomtobearitsname Canitrequireauniversityresearchteamtoworktogetherwithitsemployees Canithaveanypreemptiverightsontheresultsoftheresearchprogramthattheyhavehelpedfinancing Canithaveaninfluenceontheuniversityrecruitmentpolicy Willprivatefundingbespe
7、cificallyinvestedinselectedprojects Underwhichconditionscanafundingcompanyplayanadvisoryroleforaresearchprogram 16 Researchandeducationqualityisguaranteedthroughindependentcontrol Harvardexample EnsurethattheUniversityremainstruetoitsCharterGiveformalconsenttomajorinitiativesandtoappointmentsProvide
8、advicetotheCorporationElectedbyalumni BoardofOverseers PresidentandFellowsofHarvardCollege TheCorporation OrganiseResearchandeducationRaisefunds 17 Agenda UniversityfundraisingpracticesabroadFundraisingmechanismsDo sanddon tsinacademicfundraisingConclusion 18 Externalfundraisingisonlyonesourceofnon
9、publicfinancingforuniversities Tuitionfees Externalfundraising Entrepreneurialactivities Revenuefrom saleof spin offsInvestmentsSponsoredresearchprojects PrivatesponsorsAlumnidonationsCorporatesponsorsFoundations 19 Alumniandotherindividualdonations 0 2 000USD AlumniParentsAnonymous OnlineformsMaili
10、ngs Typicalamount Typicalsources Typicalapproach 2 000 20 000USD Localentrepreneursandwealthyindividuals oftenalumni InvitepotentialdonorstosocialeventsCreate honor arounddonationResearchanddareask attherightlevel 20 000 1MUSD Localentrepreneursandwealthyindividuals oftenalumni Alumnigroups classof7
11、6donatesUSD1M Luck butoftenlinkedtoalumnistatusand oruniversityreputationRelationships 0 20MUSD Verywealthyfamilieswithahistoryofcharitablegiving Luck butoftenlinkedtoalumnistatusand oruniversityreputationProvideprofessionalassistance eg setuptrustthatprovideslife longincomefordonor 20 About5 ofalum
12、nicontibuteyearly Foreveryalumnus approx 50USDisraisedAveragealumnidonation 1000USD5 ofallalumnicontributeyearly 21 EuropeanschoolshavemuchloweralumnicontributionlevelsthanUSschools 22 Corporatedonationsareoftenlinkedtoa tangible return Purewelfare Tangible return Exclusiveaccesstostudents eg exclus
13、ivePepsisalesinreturnforlargedonation Primaryaccesstoresearchresults Novartis Berkeleydonation Setupnewresearchfacilitiestoincreasethenumberofengineers Imagebuilding Tiecompanynametorespectedinstitutions professors BancofAmericaDean KBCchair ToyotadonationofUSD1M withoutstringsattachedAnonymousdonat
14、ions Typicalapproach UserelationshipstogetaccesstocorporateleadersActivelyapproachthemwithawellpreparedfile 23 USfoundations mostimportanttargetiseducation 24 Agenda UniversityfundraisingpracticesabroadFundraisingmechanismsDo sanddon tsinacademicfundraisingConclusion 25 5 Do s inacademicfundraising
15、Invest Createstructure Build cherishrelationships Becreative Distributeequally InvestinagoodteamandsupportProfessionalfund raisingteamAlumnidatabases FacilitateandclarifythegivingprocessOnlinepaymentYearlyforms Whatdougetinreturn Provide tax optimizationadvicetodonors Trytoelaboratecreativesolutions
16、tobestsuitapossiblecorporatedonor 10year noCokeonuniversity inreturnforaUSD25MdonationfromPepsiUofTfundraisergetsadailylistofwealthypatientsintheuniversityhospital Chair 500K 2M EURProfessorship 100000 EURFellow 0 1000EUR 50 ofdonationscomefromindividualsContactwealthyindividualsMakedonorsfeelspecial keeptheminformed Socialevents forthewealthy LecturesfordonorsNewspaperarticlesBuildingsnamedtodonorsPictures platesofdonorsinschool Mostdonationsgotoscienceandbusinessdepartments Distributethemacros
