Carolina Development Annual Report: Fiscal Year 2008 was produced by the UNC Office of University Development, Campus Box 6100, Chapel Hill, NC 27599-6100 Comments or questions?: development@unc.edu / 919.962.0027 Photography: Dan Sears Design: UNC Design Services
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SCHOOL OF MEDICINE: $86.2
Gifts by unit for FY 2008
90 85
0
Academic affairs
health affairs
UNIVERSITY-WIDE: $26
SCHOLARSHIPS AND STUDENT AID: $8.1
CAROLINA PERFORMING ARTS: $4
OTHER: $1.3
ESHELMAN SCHOOL OF PHARMACY: $10.9
SCHOOL OF DENTISTRY: $2.2
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HEALTH CENTERS: $8.2
10
SCHOOL OF NURSING: $.6
15
GRADUATE SCHOOL: $.7
20
ACKLAND ART MUSEUM: $2
25
UNIVERSITY LIBRARY: $5
30
SCHOOL OF SOCIAL WORK: $3.2
35
SCHOOL OF JOURNALISM AND MASS COMMUNICATION: $4.9
40
SCHOOL OF LAW: $3.5
45
SCHOOL OF INFORMATION AND LIBRARY SCIENCE: $1.1
50
SCHOOL OF EDUCATION: $1.2
55
SCHOOL OF GOVERNMENT: $.5
60
NORTH CAROLINA BOTANICAL GARDEN: $1
65
KENAN-FLAGLER BUSINESS SCHOOL: $15.7
70
MOREHEAD PLANETARIUM AND SCIENCE CENTER: $.6
COLLEGE OF ARTS AND SCIENCES: $42.5
75
ATHLETICS: $34.2
GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH: $37.2
80
other
total given, rounded to nearest $100,000
highlights Fiscal Year 2008
Development Highlights
July 1, 2007–June 30, 2008
Carolina brought in a record $301 million in private gifts in fiscal year 2008. This marked the first time Carolina has surpassed the $300 million mark in school history and the fourth straight year that the University has raised more than $200 million in cash and other assets in a single year. The total represents the fifth straight record-setting year for this type of
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support, which accounts for money that is immediately available to the University. In commitments, which include pledges as well as gifts, Carolina secured $342.8 million in fiscal year 2008.
FY 2008 gifts by purpose, rounded to nearest $100,000
��������: $123 ������� ��������� �����������: $78.8 ������� ������� �������: $36.4 ������� ������� �������: $27.5 ������� �������: $22.7 ������� �����: $12.7 �������
350 300
University-wide gift totals, FY 1999 – FY 2008
250 200 150 100 50 0
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
Highlights from the year: As a result of Dennis and Joan Gillings’ historic $50 million commitment to the School of Public Health in February 2007, 10 competitively selected Gillings Innovation Labs and three Gillings Visiting Professorships were created in the School of Public Health (since renamed the Gillings School of Global Public Health) to address global public health issues with improved research, teaching and service.
Alumnus Fred Eshelman committed $10 million to the School of Pharmacy to support cancer research and pharmacy education initiatives. Matching funds from North Carolina’s University Cancer Research Fund and the Pharmacy Network Foundation brought the total value to $20 million. Altogether, Eshelman has committed about $33 million to the school; it was renamed the UNC Eshelman School of Pharmacy in May 2008 in his honor.
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Progress made on special campaigns during FY 2008
500
$ IN MILLIONS
400
300
Campaign for Faculty Support* Goal: $500 million Raised overall (as of June 30, 2008): $434.7 million Raised in FY 2008: $20 million *Continued from Carolina First Campaign, which ended Dec. 31, 2007.
Carolina Merit Scholarship Campaign (Phase 1) Goal: $20 million Raised overall (as of June 30, 2008): $15.8 million Raised in FY 2008: $.3 million
200
100
Carolina Covenant Campaign Goal: $20 million Raised overall (as of June 30, 2008): $9.7 million Raised in FY 2008: $1 million
Carolina Advantage Scholarship Campaign Goal: $10 million (Phase 1) Raised overall (as of June 30, 2008): $200,000 Raised in FY 2008: $200,000
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The William R. Kenan Jr. Charitable Trust committed $6 million to the College of Arts And Sciences’ Honors Program to help increase the number of students served by the program. The support adds faculty to teach honors courses. A $3 million grant from the North Carolina Distinguished Professors Endowment Trust brought its total value to $9 million. A $5 million gift from an anonymous donor to the Honors Program is funding five new professorships in honor of UNC alumni Peter Thacher Grauer and William Burwell Harrison. State matching funds add an additional $2.5 million, creating a $7.5 million endowment.
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In support for the arts at Carolina, former UNC Chancellor William McCoy and his wife Sara made two commitments totaling $1.1 million to create the James Moeser Fund for Artistic Excellence. The first came as a $100,000 gift; the second will come to UNC as part of the McCoys’ estate. The fund honors concert organist and former Chancellor James Moeser, who stepped down as Carolina’s chancellor on June 30, 2008. The fund will support the Office of the Executive Director for the Arts, which was created during Moeser’s tenure to bolster the arts on campus, and ensure that artists at the highest level of excellence will teach students in master classes, engage with faculty through symposia and research and perform for students, faculty, staff and the community.
Donors in FY 2008* ������: 48,589 (64.9% �� �����) �������/�����: 1,078 (1.4%) �������: 17,373 (23%) ������������: 1,789 (2.4%) ����������� ��� ������: 333 (.4%) ����� �������������: 567 (.8%) ��������: 979 (1.3%) �������: 4,146 (5.5%)
*Percentages rounded to nearest 10th
New donors in FY 2008* ������: 3,508 (25.3% �� �����) �������/�����: 71 (.5%) �������: 7,313 (52.7%) ������������: 793 (5.7%) ����������� ��� ������: 33 (.2%) ����� �������������: 118 (.9%) ��������: 557 (4%) �������: 1,487 (10.7%)
*Percentages rounded to nearest 10th
UNC alumnus David Kittner, an attorney in Philadelphia, and the Samuel and Rebecca Kardon Foundation gave $1 million to establish an endowed innovation fund for the future of the School of Medicine’s Department of Ophthalmology. The largest ever received by the department, the gift enables the department to operate and expand its patient care, educational programs and services, and clinical research projects and activities under a new name: the Kittner Eye Center. The center was renamed in a ceremony in June 2008.
GlaxoSmithKline awarded a $367,172 grant to UNC’s Morehead Planetarium and Science Center to support the creation of the Science in the Summer program in North Carolina. The initiative will target science education through summer camps for second- through eighth-grade students and teacher workshops at libraries in six counties across the state. Retired social services worker and School of Social Work alumna Melvarene Adair established a charitable gift annuity with the UNC Foundation, directing nearly $1.4 million to the School of Social Work —one of the largest gifts in the
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Distribution of professorships created by FY 2008 gifts 14
College of Arts and Sciences
1
School of Government
1
School of Education
1
School of Journalism and Mass Communication
1 15 1
School of Law School of Medicine Gillings School of Global Public Health
70 1,245
3
Eshelman School of Pharmacy
1
School of Social Work
1
Undesignated
39 425
70 scholarship funds created in FY 2008
1,245 scholarship funds total (as of June 30, 2008)
39 professorships created in FY 2008
425 professorships total (as of June 30, 2008)
23 625
23 fellowship funds created in FY 2008
625 fellowship funds total (as of June 30, 2008)
school’s history. The funds will create a $1 million endowment for The Johnson-Howard-Adair Distinguished Professorship. The remainder will go to an existing scholarship, which was created by Adair’s son, Kenneth Howard, in his mother’s honor. Alumnus William G. Allen committed $2 million to KenanFlagler Business School to support enhancement of the school’s undergraduate and graduate sales program. The program aims to bring sales practitioners into the classroom to expose students to the practical aspects of the industry and to career opportunities in sales. The
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support will help recruit a professor in the program and an administrator to develop and manage guest speaker and sales training programs. Alumnus C. Felix Harvey, chairman of Harvey Enterprises & Affiliates and founder of the Little Bank Inc., along with his family, has given $2 million to UNC to acknowledge the University’s significance to them and the important role Carolina has played in the lives of five generations of the Harvey family. The gift creates an endowment to fund the C. Felix Harvey Award to Advance Institutional Priorities, which will support institutional initiatives such as
Total FY 2008 gifts: endowment, expendable and capital �������: $21.6 �������
���������: $106.1 �������
����������: $173.5 �������
�����: 0.3%
Carolina’s sources of revenue for FY 2008*
����� ��� ��������: 17.4% �����, ������� ������ ��� ���������� ������: 19.3%
���������� ������ ��� ���������: 24.9%
������� ��� ����: 11%
����� ��������������: 27.1%
*Unaudited
undergraduate education, community engagement, research and economic development in the areas of medicine, business, science, the humanities, law and the environment. A $2.5 million grant from the Andrew W. Mellon Foundation of New York is making a significant contribution to medieval and early modern studies at UNC. The grant enables the College of Arts and Sciences to extend the program’s reach beyond the European borders of the medieval and early modern world to China, Southeast Asia and Japan, the Caribbean and Latin America. UNC will use $1 million of the grant to endow the Mellon Distinguished Professorship of medieval
and early modern studies, supplemented by the N.C. Distinguished Professors Endowment Trust Fund. With support from the provost’s office, additional faculty will be hired to teach and research new areas of medieval and early modern studies. Faculty and graduate students’ research and teaching, as well as graduate student recruitment, will benefit from $1.5 million from the foundation.
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