2011 Annual 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

THE VALUE OF GIVING AN N UAL DONOR R EP OR T 2 011

2 • CALIFORNIA UNIVERSITY OF PENNSYLVANIA

THE VALUE OF GIVING Dear alumni and friends, Thank you for your continued support of the mission, goals and objectives of California University of Pennsylvania. You understand the importance of higher education and recognize that every gift has an impact on our campus.

The value of your gift plays a critical role in providing the margin of excellence that takes this institution from good to great, and I am proud to share with you some of the 2011 initiatives that were made possible by your ongoing generosity.

Because of the positive response to last year’s online Annual Donor Report, Investing in Student Success, we are offering the 2011 report entirely online this year.

The listings of donors by gift category and class year are now available, as well. To view this portion of the report, please enter the password DONORS2011 when prompted. You will be able to access the listings at your convenience.

The 2011 Donor Report recognizes our alumni and friends who understand the value of giving. These donors inspire all of us at Cal U with their generosity, involvement and unwavering support.

Endowment Performance During this time of significant challenges in the U.S. and global markets, the investments of the Foundation for California University of Pennsylvania have performed comparably to those managed by other university foundations across the country.

Together with its financial advisers, the Foundation diligently tracks the overall performance of the endowment and is committed to long-term investment strategies to grow and preserve the assets over time.

In 2011, the Foundation’s Endowment Fund grew to more than 300 individual funds and reached a current market value of nearly $19 million. Despite the erratic movement of the stock market in 2011, especially over the last six months, the year’s return on investment held steady.

Fundraising Results and the Class of 2011 Cal U alumni and friends continued to answer our call to help provide students with a high-quality education at the lowest possible cost. In 2011 we received over $5.1 million in cash and pledges from more than 5,000 alumni, students, parents, faculty, staff and friends.

Annual Report 2011 l The Value of Giving • 3

We also received substantial contributions from regional foundations, corporations and organizations, and support for endowed scholarships and programs showed remarkable growth.

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

Together they stepped up to raise nearly $11,000 to endow a scholarship in the name of the Class of 2011.

Exceeding the efforts of the Class of 2010, these new alumni can boast a participation rate of 15.75 percent.

These young alumni have done a great job of raising the bar for the graduating Class of 2012.

The Campaign to Build Character and Careers At the end of December 2011, Cal U’s $35 million capital campaign reached nearly $28 million in private support.

Every donor has his or her own reasons for giving to The Campaign to Build Character and Careers, and every gift received helps to support various needs of the University and its students.

The need for scholarship support continues to be the campaign’s primary focus.

In 2011 alone we received nearly $3.6 million in private gifts for scholarships, making this the all-time best year for scholarship support.

Through your continued generosity, last year we assisted 581 students who, in total, received more than $950,000 in privately funded scholarships.

In addition, private gifts funded internships and faculty and student research, as well as other critical programs at the University.

2011 Initiatives SCHOLARSHIPS help our hard-working students to fund their college experience. Cal U alumni and friends believe in the value of higher education, and their generous support enables our students to learn new skills, expand their knowledge and fulfill their dreams.

• In late October, the University hosted its 15th annual Scholarship Recognition Dinner, an event that gives generous benefactors and scholarship recipients an opportunity to meet each other.

Speaking on behalf of all scholarship donors, Armand Balsano ’74 described his family’s motivation for creating the Balsano Family Scholarship, an endowed scholarship that he established together with his wife, Dickey.

Balsano noted, “Growing up in the 1960s, we were going to be the generation that changed the world. That was a lofty aspiration, but through the Cal U scholarship program, we can all make that change — one life at a time!”

• Penguins fans scored autographed jerseys and memorable game-night experiences, but Cal U students were the ultimate winners of an online auction hosted by the Pittsburgh hockey club.

Nearly $10,000 was added to the Pittsburgh Penguins Scholarship at California University of Pennsylvania to boost the endowed scholarship fund over the $20,000 mark.

Cal U is the official education partner of the Pittsburgh Penguins, and the scholarship is awarded annually to a student who demonstrates financial need and maintains a grade-point average of 3.0 or higher.

4 • CALIFORNIA UNIVERSITY OF PENNSYLVANIA

The University’s partnership with the Penguins has created a number of valuable opportunities for our students, including internships and other résumé-building experiences.

RESEARCH provides opportunities to advance knowledge and find solutions. It is a valuable tool that is helping Cal U faculty and students explore various ways to solve problems.

INTERNSHIPS can be the first step toward a rewarding career. Opportunities to gain real-world experience can give Cal U students a valuable edge in the job market.

• The first Rutledge Internship Award was given to Emily Hutzayluk, a senior Spanish major who spent three months working at Rivadavia Hospital in Buenos Aires, Argentina.

This new internship award, established

by Tom ’75 and Karen Rutledge, provides financial support to juniors and seniors with a grade-point average of 3.0 or higher who have unpaid or low-paying internships that are geographically and professionally diverse.

The first internship award at Cal U to focus on experiences outside our region, the Rutledge Internship Award allows students to accept internships they otherwise could not afford.

Ms. Hutzayluk graduated in 2008 from Cal U’s physical therapist assistant program and needed just three credits to graduate with a bachelor’s degree in Spanish.

She earned those credits by taking Spanish courses at the University of Belgrano while completing the unpaid internship working with amputees in the hospital in Argentina.

This study-abroad experience proved invaluable for Ms. Hutzayluk, who hopes to build a career as a physical therapist for people who speak Spanish as a first language.

• The Edith L. Trees Charitable Trust Endowed Chair in Education has supported research by Dr. Katherine Mitchem, who is investigating innovative ways to utilize technology in the school setting to enhance the learning process for students with special needs.

The funds available through this very important chair enable Dr. Mitchem and Cal U students to conduct research, share findings and apply results to enrich the lives of students in our local schools.

California University of Pennsylvania is committed to excellence in providing the very best training for teachers who work to improve the lives of specialneeds individuals. The valuable support from the Edith L. Trees Charitable Trust helps to further enhance this training, which will provide positive outcomes for our teachers and their students.

• Enrollment in Cal U’s geology program has nearly tripled over the past four years, and the Earth Sciences Department is emphasizing hands-on experience to give its 60 geology majors a competitive advantage in the job market.

Annual Report 2011 l The Value of Giving • 5

• By supporting the Parent Program at Cal U, families of current and former Cal U students can provide valuable opportunities to our students.

Last September, one of the nation’s largest producers and transporters of energy awarded Cal U a $30,000 grant to develop a network of hydrologic instruments so students can gain real-world experience.

The grant from Dominion Resources allowed students to conduct a short-term evaluation of the water quality of Pike Run and its associated tributaries.

This valuable research experience engaged students in hands-on fieldwork as they collected and analyzed meaningful, real-world data using state-of-the-art instruments.

PROGRAMS are keeping students, alumni and families connected to Cal U. They are helping to build valuable opportunities that enhance the overall Cal U experience.

• The Cal U for Life program helps to build lifelong relationships among students, alumni and the University. It revives old traditions, institutes new ones and builds intergenerational relationships between students and alumni.

This program aims to promote not only a sense of family on campus and in the community, but also to build character by helping to instill a campus-wide culture of philanthropy.

Families can work with Career Services by attending networking events or by offering internships or jobshadowing experiences. They can attend annual events such as Family Weekend, open houses and off-campus activities that introduce freshmen and their families to the University before the start of the academic year.

In addition, parents can join the Parent Leadership Council(PLC), whose members serve as University ambassadors to enhance the Cal U experience for students and their families.

The PLC works with Cal U to welcome parents of first-year students, plan parent events and communications, encourage parent giving, thank parent donors, and host or attend University events in their area.

This volunteer group is working together to provide added value to the Cal U experience. Learn more about Cal U resources for parents.

6 • CALIFORNIA UNIVERSITY OF PENNSYLVANIA

My Sincere Thanks Thank you again for your generous support and loyalty to California University of Pennsylvania. Your continued generosity is helping to provide our students with valuable opportunities to receive a world-class education.

The success of 2011 was shared by many. Congratulations to the Class of 1955 for leading our fundraising participation percentage at 26 percent. A special thank-you to the Class of 2011 — you topped the list with 253 donors contributing toward your endowed scholarship.

Also, congratulations to the Class of 1941 for contributing the greatest amount of money among all Cal U classes, a total of $322,023. We are proud of you, and we appreciate your pride in your alma mater.

In addition, I would like to thank the members of our various boards, including the Council of Trustees, the Foundation Board of Directors, the Alumni Association Board of Directors, the Student Association Board of Directors, and the Board of

A student speaks . . .

“The scholarships I received have relieved my worries about not being able to pay for college. I want to get the best education I can in four years, and these generous gifts have allowed me to focus on that goal.

“I am in the Honors Program at Cal U and have been inducted into Alpha Lambda Delta, an honor society for freshmen. My scholarships have given me the freedom to become active in Cal U organizations. Already I am a member of the Meteorology Club, where I serve as the freshman

Presidential Advisors. Your support and leadership has demonstrated a strong commitment to the well-being of the University.

I am especially thankful for the hard work and support of our administration, staff, faculty and emeriti faculty. Your dedication is helping to enhance the Cal U experience.

Finally, I would like to thank the thousands of loyal supporters whose continued generosity is helping to make Cal U a great value in higher education. Please join me in inviting others to take part in our circle of philanthropy.

With deep appreciation,

Geraldine Jones Acting President, California University of Pennsylvania

student liaison and member of the StormFest Committee. I also am a member of the University Honors Program Student Advisory Board, Cal ROCKS and Wildfire Cal U Bible Study, and I am a work-study student in the Career Services Office.

“I have many connections to Cal U. My mother is a 1991 alumna, and my father worked as a laborer on the Convocation Center. It already feels like home here. I believe that Cal U is a place where one has endless opportunities to succeed, and thanks to the support and generosity of our alumni and friends, there is nothing stopping my success.

“One day, I hope to have the opportunity to establish a scholarship that will help other freshmen like me.”

Brittany Kusniar Freshman, majoring in Meteorology with a minor in mathematics and GIS/emergency management Hometown: Uniontown, Pa. Recipient of the Eberly Family Scholarship and Presidential Scholarship Fund

Annual Report 2011 l The Value of Giving • 7

TOP 10 CLASSES BY PARTICIPATION Percent 26% 23% 23% 21% 21% 19% 18% 18% 17% 17%

Class 1955 1954 1953 1961 1957 1965 1964 1962 1959 1963

1,026

Total Dollars Number of Donors

$638,808 $600,000

750 $454,484

Amount $322,023 $262,313 $252,213 $133,987 $100,440 $56,273 $50,305 $42,051 $40,502 $37,610

$400,000

600

483 $300,000

450 $255,586

$200,000

300 222

$100,000

$108,571

$100,605

150

$77,494 $56,303 49 $6,555

6

$0

0

1920s-30s

1940s

1950s

1960s

1970s

1980s

1990s

2000s

2010

7%

12%

18%

16%

9%

7%

4%

3%

10%

Participation Percentage

8% 11%

26% 30%

335

$184,726

PRIVATE GIFTS BY SOURCE

20%

401 365

No. of Donors 253 162 132 128 126 125 122 115 106 104

5%

900

882

$500,000

TOP 10 CLASSES

BY NUMBER OF DONORS Class 2011 1974 1973 1972 1970 1969 1971 1968 1964 1965

1050

$700,000

TOP 10 CLASSES

BY DOLLAR AMOUNT GIVEN Class 1941 1948 1977 1959 1938 1964 1943 1974 1971 1972

Number of Donors

Total Dollars

n Foundations n Organizations n Alumni n Other

GIFTS BY VARIOUS BOARDS AND CONSTITUENCIES Membership $576,577 $1,336,713 $1,535,523 $1,013,338

(Faculty, emeriti faculty & staff)

n Friends n Corporations

$253,296 $407,917

Alumni Alumni Association Board of Directors Board of Presidential Advisors Council of Trustees Emeriti Faculty Faculty Foundation for California University of Pennsylvania Board of Directors President’s Senior Staff Staff Student Association Inc. (SAI) Board of Directors

Participation

Amount

7%

$1,533,573

93% 95% 100% 27% 30%

$33,191 $306,743 $9,742 $891,728 $56,343

100%

$83,900

100% 22%

$17,353 $62,566

29%

$6,060

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 continue to make an immediate and lasting impact on the lives of our students.

------For a full listing of 2011 donors, visit www.calu.edu/giving. When prompted for a password, enter DONORS2011.

THE VALUE OF GIVING

Office of University Development and Alumni Relations California University of Pennsylvania 250 University Avenue California, PA 15419 724-938-5775 www.calu.edu