2013 Donor Report

C A L I F O R N I A

U N I V E R S I T Y

O F

P E N N S Y L V A N I A

CREATING OPPORTUNITIES: A GENEROUS GIFT … A PROMISING FUTURE AN N UAL DONOR R EP OR T 2 012

2 • CALIFORNIA UNIVERSITY OF PENNSYLVANIA

CREATING OPPORTUNITIES Dear alumni and friends, I am pleased to recognize the many committed donors whose generosity supports the mission of California University of Pennsylvania.

For more than 160 years, Cal U has provided students with a solid, well-rounded academic experience; confidence in their preparation for competitive and challenging careers; and pride in the privilege of carrying on Cal U’s tradition of excellence. Our University’s success relies on the generosity of donors like you — our alumni, students, parents, faculty, staff, friends, and our corporate and foundation partners.

Cal U has an ambitious agenda for the coming years as we strive to balance our traditional strengths with opportunities to meet the evolving needs of the 21st-century workforce. Your support provides the margin of excellence that sets Cal U apart as a strong and vibrant institution of higher learning.

Whether you designate your gift to support scholarships, internships, research, academic programming or other needs, your contribution creates opportunities that directly benefit our hard-working students. Each initiative mentioned in the 2012 Annual Donor Report is one more step on Cal U’s journey toward continuing success.

Once again we are offering our Annual Donor Report as an online publication. This report includes a listing of donors by gift category and class year.

To view this portion of the report, please enter the password DONORS2012 when prompted. You will be able to access the listings at your convenience.

The 2012 Annual Donor Report celebrates you, our family of donors who have helped to open the doors of opportunity. Your dedication and commitment to Cal U are immeasurable, and your generous gifts are helping to build a promising future for our students.

Endowment Performance Incorporated in 1986, the Foundation for California University of Pennsylvania is proud to support the mission and goals of Cal U and its students.

The Foundation’s endowment fund represents donated assets permanently invested to generate an annual return for the support of University initiatives, both currently and far into the future.

In 2012, the Foundation’s Endowment Fund grew to more than 315 individual funds and reached a current market value of over $24 million. These funds are endowed gifts which provide perpetual financial support for scholarships, faculty chairs, and other enhancement programs and services.

While the market showed continued improvement in 2012, the Foundation continues to review, monitor and reposition assets to protect, preserve and grow the endowment. The Foundation’s investment performance of 11.46% for calendar year 2012 compared favorably with other public and private institutions.

Annual Report 2012 l Creating Opportunities • 3

Fundraising Results and the Class of 2012 Our family of donors continues to support the University’s vision through generous gifts.

In 2012 we received over $6.1 million in cash and pledges from more than 4,500 alumni, students, parents, faculty, staff and friends.

We also received substantial contributions from regional foundations, corporations and organizations, and support for endowed scholarships and programs remained solid.

Once again, our Cal U seniors and their families joined forces during the annual Cal U for Life Senior Gift Drive.

Together they raised nearly $12,000 to endow a scholarship in the name of the Class of 2012. This is the largest amount raised by the current graduating class since the inception of the Cal U for Life initiative.

The Campaign to Build Character and Careers At the end of December 2012, Cal U’s $35 million capital campaign reached nearly $33 million in private support. Of that total, $21.2 million, or 64 percent, was designated for scholarships.

Recognizing the needs of our students, scholarship support continues to be the campaign’s primary focus. In 2012 alone, the campaign received over $3.7 million in private gifts for scholarships.

Through your continued generosity, last year Cal U awarded 567 privately-funded scholarships that exceeded $1 million in aid to students.

In addition, private gifts funded internships, undergraduate research and various programs at the University.

2012 Initiatives CREATING OPPORTUNITIES … FOR SCHOLARSHIPS The importance of private scholarship support increases as the cost of higher education rises. The Cal U for Life program encourages students to be appreciative of the financial help provided by private donors.

Our 16th annual Scholarship Recognition Dinner brought together the alumni and friends who fund private scholarships and the recipients of those gifts.

Offering remarks on behalf of all scholarship donors, Dr. Harry ’65 and Mrs. Linda ’64 Serene described how their family teamed up to enrich students’ lives by creating an endowed scholarship in memory of Harry’s parents.

Together with brothers Dr. Frank Serene ’64, Dr. Michael Serene ’67 and Dr. James Serene ’71, the Serene family established the Dr. Michael F. and Mrs. Clara H. Serene Scholarship, which supports students who are majoring in science and music.

In a demonstration of remarkable loyalty and dedication to Cal U, a $1.95 million bequest from the estate of G. Ralph Smith II, a retired assistant professor of English, will provide scholarships to students attending the University.

The gift — one of the the largest scholarship donations in the school’s modern history — has been placed in an endowment so that awards can be made for many years to come. The University anticipates awarding the G. Ralph Smith II General Scholarships beginning in the 2013-2014 academic year.

Moving Forward Cal U is committed to enriching students’ lives by making the dream of a college education affordable for all. Your continued support of the scholarship program at Cal U will make those dreams a reality.

4 • CALIFORNIA UNIVERSITY OF PENNSYLVANIA

professionals who believed that a serious, scientific approach was required to find solutions to environmental concerns.

From its inception, The Wilds has been envisioned as a facility that combines cutting-edge conservation science and education programs with unique visitor opportunities.

Cal U and The Wilds have a close partnership, and many students visit the conservation center to perform research and field studies under the supervision of Dr. Carol Bocetti and Cal U’s Department of Biological and Environmental Sciences.

CREATING OPPORTUNITIES … FOR INTERNSHIPS As part of The Washington Center Seminar Program, nine Cal U students served as volunteer interns at the Republican and Democratic national conventions. They met politicians, media figures and celebrities — and had an experience they’ll never forget.

Moving Forward Cal U will strive to increase the number of local, regional, national and international internship opportunities. With your help, our students can gain a competitive edge in the job market through actual work experience in their chosen career fields.

Four of the students sent back reports for the University’s website, and on-the-spot photos kept the campus community engaged. When they returned, the students described internship highlights at a Constitution Day presentation.

Generous gifts from alumni donors made the internships more affordable, and our students truly had a once-in-a-lifetime experience!

Established by Tom ’75 and Karen Rutledge, The Rutledge Internship Awards continue to help students explore their career interests outside of the classroom.

During the summer, several Cal U students received Rutledge Awards to support internships at The Wilds, a private, nonprofit conservation center located on nearly 10,000 acres of reclaimed mine land in rural southeastern Ohio.

The Wilds was created as the conservation center of the future by a group of civic leaders, political leaders and zoo

CREATING OPPORTUNITIES … FOR RESEARCH A $25,000 grant from Dominion Resources is enabling Cal U geology students to continue environmental monitoring of Pike Run, a small waterway near campus.

Under the guidance of Dr. Kyle Fredrick, students are conducting realtime monitoring of stream flow and water quality, extending an existing Geographic Information Systems database, implementing a plan for regular monitoring of the 29-square-mile Pike Run Watershed, and experimenting with small-scale remediation methods to improve water quality.

The project also will reconfigure the Pike Run Watershed Association as a permanent, active membership organization within the Cal U Geology Club.

Annual Report 2012 l Creating Opportunities • 5

The timing was right, because Cal U is preparing to launch a new bachelor’s degree program in mechatronics engineering technology in fall 2013.

Mechatronics blends mechanical and electrical engineering technology with computer science. A mechatronics engineer works with mechanical devices that incorporate mechanical, electrical and software components, such as robots, automated guided vehicles or other “smart” electro-mechanical systems.

The first program of its kind in the Pennsylvania State System of Higher Education, Cal U’s four-year mechatronics program will complement the University’s two-year associate degree in robotics engineering technology.

Nearly 40 geology students from seven area universities got a head start on their careers when the Department of Earth Sciences and the Cal U Geology Club hosted a Pittsburgh Geological Society Drilling Workshop at the SAI Farm.

Students experienced a geologist’s typical workday, complete with drilling, taking core samples and installing water-monitoring wells that Cal U students will use for further research. They learned to read topographical and landslide maps and gained hands-on experience in soil-testing and drilling techniques.

The Pittsburgh Geological Society, Dominion Resources and the Cal U Geology Club helped to offset the drilling costs, and professional geologists donated their time and equipment for the event.

Moving Forward With the participation of expert faculty mentors, Cal U will continue to explore new opportunities for expanding undergraduate research programs. Strategic partnerships to support this research will allow students to become more active participants in their own educational success.

CREATING OPPORTUNITIES … IN ACADEMICS Thanks to a generous grant from the Claude Worthington Benedum Foundation, Cal U hosted industry certification for high school and college-level mechatronics instructors during the summer.

Trainers from Siemens Technical Academy in Berlin, Germany, taught the Siemens Mechatronic Systems Instructor Certification Program.

Cal U’s electrical engineering technology (EET) program received a generous gift from CONSOL Energy Inc. that will be used to expand workstations in the Senior Projects Lab. The addition of state-of-the-art equipment will enhance the overall educational experience for students entering this high-demand career field.

A bachelor’s degree program, EET blends minds-on theory with hands-on applications to develop the knowledge and skills required to design, develop, modify, troubleshoot, maintain, calibrate and repair electrical and electronic systems.

Thanks to the hands-on nature of the EET program, Cal U graduates are prepared to analyze and solve many of the problems that arise in electronics-related industries.

Moving Forward Cal U continues to expand academic programs that meet workforce needs and to prepare students for “highpriority” occupations. Support for the mechatronics engineering technology program will enable Cal U graduates to meet regional workforce demands in advanced manufacturing and related fields.

6 • CALIFORNIA UNIVERSITY OF PENNSYLVANIA

My Sincere Thanks A Cal U education is an opportunity of a lifetime, and your generosity has made it possible to extend this opportunity to many talented and worthy students in 2012.

I congratulate the Class of 1955 for leading our fundraising participation percentage at 19 percent. A special thank-you to the Class of 2012 — you rose to the top with 141 donors contributing toward your endowed scholarship.

I would like to recognize the Class of 1977 for contributing the greatest amount of money among all Cal U classes, a total of $258,739. You make us proud.

In addition, I want to thank the members of our various boards, including the Council of Trustees, the Foundation Board of Directors, the Alumni Association Board of Directors, and the Student Association Board of Directors. You exemplify the spirit of Cal U For Life.

A student speaks . . .

“Because of my scholarship I can spend more time focusing on the academic side of college instead of worrying about the financial aspect.

Thanks to our generous donors, I can attend a well-respected university and obtain a quality education.

“Cal U offers students many opportunities to learn, grow and explore interests both inside and outside of the classroom. I am a scholar-athlete participating in men’s track and field and men’s club soccer. I am also involved in numerous clubs and organizations, such as the Honors Program, Sigma Tau Gamma

I am deeply grateful for the dedication and support of our administration, staff, faculty and emeriti faculty. You help to set us apart through your hard work and commitment to educational excellence.

Finally, I would like to thank our entire family of donors for the transformational opportunities you are creating here at Cal U. Together we can recruit, retain and empower our students to succeed in the years ahead. Their future depends on you!

With warmest appreciation,

Geraldine M. Jones ´72, ´80 Interim President, California University of Pennsylvania

fraternity, the Accounting Club and the Interfraternity Council, where I serve as treasurer.

“You may not fully realize how important every penny is to a college student like me. Each scholarship donation could mean the difference between a student being able to reasonably afford college or not. From personal experience, I know that the greatest gift a donor could give a student is the chance to better his or her life by providing an opportunity to enjoy the total college experience.

“I am grateful to the Balsano family for giving me the opportunity to flourish here at Cal U. I plan on making every cent count — graduating with honors and living the Cal U experience to the fullest. One day I will pay this gift forward to another student, knowing full well how significant and helpful that gift will be.”

Jared Schaut Sophomore, majoring in Business Administration/Accounting Hometown: Saint Marys, Pa. Recipient of the Balsano Family Scholarship and Board of Governors Scholarship

Annual Report 2012 l Creating Opportunities • 7

TOP 10 CLASSES BY PARTICIPATION Class 1955 1962 1957 1960 1959 1954 1961 1964 1965 1958

Percent 19% 17% 16% 16% 15% 13% 12% 12% 12% 11%

700

$380,344

Total Dollars Number of Donors

622 $350,000

600

$300,000

500 $292,206

Amount $258,739 $200,100 $200,100 $64,751 $48,730 $47,161 $46,747 $39,679 $35,164 $26,050

$250,000

400 369 $211,168

$200,000 $200,100

300

234 $150,000

200

196

160

$126,290 154

TOP 10 CLASSES

BY NUMBER OF DONORS

$100,000

No. of Donors 141 107 97 89 88 86 86 85 77 71

100 $61,450 $41,753

31

$55,729 $6,307

3

$0

1920s-30s

1940s

1950s

1960s

1970s

1980s

1990s

2000s

2010

7%

7%

12%

12%

7%

5%

2%

1%

3%

0

Participation Percentage

Class 2012 1974 1971 1970 1969 1972 1973 1968 1962 1964

714

$400,000

TOP 10 CLASSES

BY DOLLAR AMOUNT GIVEN Class 1977 1938 1941 1955 1965 1942 1964 1974 1943 1956

Number of Donors

Total Dollars

PRIVATE GIFTS BY SOURCE

2% 11% 18% 20% 23% 25%

n Foundations n Organizations n Alumni n Other

$1,097,881 $1,431,293 $1,524,679 $1,245,437

(Faculty, emeriti faculty & staff)

n Friends n Corporations

$683,133 $144,978

Thank you for making a difference at California University of Pennsylvania. Gifts entrusted to the University through the Foundation for California University of Pennsylvania help to provide students with valuable opportunities. By supporting our mission of Building Character. Building Careers, you are helping to ensure access to a world-class education at Cal U. Your loyalty and generosity continues to make an immediate and lasting impact on the lives of our students.

See the list of donors online at www.calu.edu/giving. When prompted for a password, enter DONORS2012.

CREATING OPPORTUNITIES A GENEROUS GIFT ‌ A PROMISING FUTURE

Office of University Development and Cal U for Life California University of Pennsylvania 250 University Avenue California, PA 15419 724-938-5775 www.calu.edu