Carolina First Campaign Final Report

MAKING CAROLINA FIRST Note: This is a customized version of a printed counterpart, Making Carolina First: Final Report/Honor Roll

Final Report

Final Report 1

2 Making Carolina First

TABLE OF CONTENTS From Our Chancellors / Campaign Recap

2–3

Campaign By The Numbers

4-5

Volunteer Committees / Q&As Making The Difference

6-17 18–34

Dennis and Joan Gillings

18

The Kenan Legacy

19

Neal Johnson

20

Wachovia and Carolina

21

Barb Lee

22

Ralph Falls Jr.

23

The Duke Endowment

24

Fred Eshelman

25

Carolina Covenant

26

Robertson Scholars

27

Good Chemistry

28

The Institute for the Arts and Humanities

29

Royster Society of Fellows

30

Jack Kent Cooke Foundation

31

Hugh Morton Collection

32

Active Living by Design

33

Carolina Performing Arts

34

Making Carolina First 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 Design: UNC Design Services

Photo credits for front cover: Dan Sears, Damir Yusupov (Bolshoi Ballet performer), contributed (lower right).

FROM OUR CHANCELLORS Making Carolina First, together On Dec. 31, 2007, the Carolina First Campaign finished at $2.38 billion, exceeding our original goal by more than $500 million. This collective achievement marked the fifth largest total among completed fund-raising drives at that time in the history of U.S. higher education and the largest in the South.

Your support. Your leadership. They made the difference. I—and Carolina—owe you our profoundest gratitude.

You’ll see many numbers in the following pages, and you’ll read some of the personal stories behind those numbers. Through it all, remember this about Carolina First: n

More endowed professorships will enable us to recruit and retain the best faculty, and we will have more resources to fund their research and reward their efforts.

n

More scholarships will attract outstanding students and give them access to a Carolina-caliber education—and broaden their college experience once they arrive in Chapel Hill.

n

More tools and better facilities will fuel the discovery of new knowledge—knowledge that will propel our efforts to improve people’s health and livelihoods farther across our state and around the globe.

n

More cultural resources will enrich the lives of our students and community residents.

In every way, the Carolina First Campaign has created our margin of excellence. This campaign set out to support our vision to be the nation’s leading public university. This campaign achieved that goal. Without Carolina First, we would be a good university, perhaps even great. With Carolina First, we are pre-eminent, we are leading.

And of all my memories as chancellor of this institution, none will be more cherished than the memory I will share with all of you: We made Carolina (Editor’s note: James Moeser served as

First, together.

Carolina’s chancellor from Aug. 15, 2000, to June 30, 2008. His successor, Holden Thorp, took over the post on July 1, 2008.)

Campaign Milestones 2 Making Carolina First

James Moeser

1999

July 1, 1999

Quiet phase begins.

Jan. 7, 2000

2000

The School of Education receives a scholarshipsupporting estate gift from Charles Templeton valued at $714,000, the largest from a school alumnus at that time in the school’s history.

A great time to get started

CAMPAIGN RECAP The Carolina First Campaign, which supported UNC’s vision to be the nation’s leading public university, began July 1, 1999,

It’s a great time to become

and ended Dec. 31, 2007. Its public launch came in October

the chancellor of Carolina.

2002 with a $1.8 billion goal. That mark was raised to

James Moeser left the

$2 billion in October 2005. Not only did Carolina surpass its

University in great shape on multiple fronts­—

overall goal, raising $2.38 billion, but each professional school

in large part due to the success of the Carolina

and unit exceeded individual goals as well. The campaign also

First Campaign.

boasted yearly records for commitments ($363.6 million),

I join Chancellor Moeser in extending my deepest gratitude to all of you for making the campaign such a historic milestone for

which include pledges, and gifts ($250.8 million), both set in fiscal year 2007.

The campaign received contributions from more than 194,000

Carolina. I also thank Chancellor Moeser, whose

donors, ranging from UNC students to Dennis and Joan Gillings,

extraordinary leadership guided Carolina First to

whose $50 million pledge to support the School of Public Health

heights that exceeded even our most ambitious

marked the single largest commitment in the University’s

expectations. He’s a tough act to follow, but his

history. The campaign’s single largest donor was the William R.

legacy will make my job much easier.

Kenan Jr. Charitable Trust and related Kenan entities and family

Coming from my post as dean of the College of Arts and Sciences, I know firsthand the importance of private giving—and the generosity of Carolina supporters.

The promise of a research university—that knowledge is shared and created by the same people—is an audacious idea, one that many universi-

members. They combined to commit $69.9 million.

More than 700 campaign volunteers contributed their support, time and expertise to make the drive a historic success.

To highlight just a few of the ways Carolina First moved Carolina forward, the campaign: n

our endowment from $925.7 million to $2.2 billion, lifting

ties aspire to. That promise is realized only when

UNC five spots in the Chronicle of Higher Education’s U.S.

we have a faculty that excels at both research and teaching, and the competition for scholars with these skills has never been higher. To secure and enhance this rich environment—and to make it accessible to the best students—we’ll need to build on Carolina First’s tremendous momentum.

I look forward to all we will do together for this magnificent university.

Hark the Sound.

Brought in gifts that joined investment returns to increase

university endowment rankings (as of June 30, 2007). n

Created 208 endowed professorships, raising our total to 547.

n

Created 577 undergraduate scholarship funds, raising our

n

Created 196 graduate fellowship funds, raising our total to 580.

n

Provided more than $100 million to support 23 major

total to 1,205.

building projects, including the purchase of Winston House in London for a European Study Center, UNC’s first overseas property.

Holden Thorp

Feb. 11, 2000

The University announces that the John Wesley and Anna Hodgin Hanes Foundation of Winston-Salem provides funds for a 1,200-piece William Butler Yeats collection, making the University Library the first in the Southeast and one of only 20 in North America to reach the 5-million volume milestone.

June 13, 2000

The University announces that Julian H. Robertson Jr. and his wife Josie commit $24 million to create the Robertson Scholars program, a pioneering joint scholarship program between UNC and Duke.

Final Report 3

Aug. 15, 2000

Chancellor James Moeser takes the helm of the University and the campaign.

4 Making Carolina First

Sept. 11, 2000

The University announces that the Red Hat Center commits $4 million to launch ibiblio, a collaborative digital library that seeks to become the largest collection of freely distributed information on the Internet.

$51.7 M 103%

$1 M

Health Centers

Health Sciences Library

$5.8 M

$12.5 M

$11.6 M

North Carolina Botanical Garden

Student Affairs

195%

Nov. 21, 2000 116%

$14 M

Education

Social Work

Public Health

$21.3 M

$164.2 M

$66.7 M

$15.8 M 105%

Nursing Pharmacy

$610 M

152%

164%

122%

107%

152%

123%

Medicine

$32 M

$45.5 M

Journalism & Mass Communication Law

$6.2 M

$19.2 M 107%

Graduate Information & Library Science

$10.6 M 106%

Government

108%

257%

$2.38 BILLION

157%

111%

$38.7 M

University Library

Morehead Planetarium & Science Center

106%

$8.5 M

Institute for the Environment

103%

$17.8 M 105%

140%

$245.7 M

Carolina Performing Arts

136%

$13.6 M

$41.7 M

Dentistry

TOTALS BY SCHOOL

Athletics

Ackland Art Museum

% OF GOAL

$202.1 M 112%

Business

139%

$387.1 M 111%

Arts & Sciences

% OF GOAL

CAMPAIGN BY THE NUMBERS GRAND TOTAL

% OF GOAL

119%

TOTALS BY UNIT

The Bill & Melinda Gates Foundation commits $15.1 million for drug development to combat African sleeping sickness.

$177.9 M 89% Buildings

$964.1 M Endowment

121%

$1.24 B

% OF GOAL

92% $185 M Facilities

Expendable

124%

TOTALS BY USE

148% $664.8 M Strategic Initiatives

116% $579.4 M Research

INCLUDES: 208 Professorships

$419.7 M 84% Faculty

$345.3 M Students

% OF GOAL

99%

INCLUDES: 577 Scholarships 196 Fellowships

TOTALS BY PURPOSE

NUMBER OF DONORS Foundations

Corporations

902 .6%

6,438 3%

SOURCES OF FUNDS Foundations

$622.5 M 26%

Friends

Corporations

Alumni

$272.2 M 11%

105,478 54%

79,153 41%

Friends

$465 M 20%

Other Organizations

2,790 1.4%

Alumni

$863.1 M 36%

Other Organizations

$161.4 M 7%

2001

Feb. 14, 2001

Frank Borden Hanes Sr. commits $2 million to endow the Thomas Wolfe Scholarship in Creative Writing, creating one of the single largest scholarships in the College of Arts and Sciences.

April 16, 2001

The University announces that an anonymous donor commits $25 million—the largest gift ever to Carolina to date from an individual—to establish the Michael Hooker Center for Proteomics.

Final Report 5

BOARD OF TRUSTEES The following is a list of UNC Board of Trustees members who served during the Carolina First Campaign.

James S. Allred (Student Body President) William J. Armfield IV Angela R. Bryant Timothy B. Burnett Matthew M. Calabria (Student Body President) Eve M. Carson (Student Body President) Philip G. Carson Russell Carter Anne Wilmoth Cates

Phillip L. Clay Jennifer A. Daum (Student Body President) Walter R. Davis Seth M. Dearmin (Student Body President) John Gray Blount Ellison, Jr. Paul Fulton J. Alston Gardner Nicholas P. Heinke (Student Body President) Barbara Hyde

James E. S. Hynes William R. Jordan Jean Almand Kitchin Karol V. Mason Robert B. Matthews (Student Body President) Hugh McColl David Earl Pardue, Jr. Roger Perry Sallie Shuping-Russell Charles A. Sanders Nelson Schwab III

A. Donald Stallings Richard Y. Stevens Matthew S. Tepper (Student Body President) Cressie H. Thigpen, Jr. Richard T. Williams Robert W. Winston III Justin C. Young (Student Body President)

Steering Committee The Carolina First Campaign Steering Committee guided efforts to generate the record-breaking support for the University that is taking Carolina to the top.

These dedicated volunteers engaged alumni and friends, identified leadership donors and told the Carolina story across the U.S. and around the globe. A core group of long-time friends and donors and the heads of special focus committees—representing a broad range of constituencies—made up the Steering Committee.

Steering Committee members gave a total of $158 million to Carolina First.

Paul Fulton, Co-Chair Willard J. Overlock, Jr., Co-Chair Charles M. Shaffer, Jr., Co-Chair Ivan V. Anderson, Jr. Edward T. Baur Laura Beckworth Nancy Bryson Vaughn Bryson Marjorie Bryan Buckley Lucius E. Burch Timothy B. Burnett John W. Burress III Russell Carter W. Lowry Caudill Max C. Chapman, Jr. Tom Chewning Timothy Fitzgerald Cobb Frank Craighill

Aug. 21, 2001

Mary Anne Dickson Chuck Duckett John Gray Blount Ellison, Jr. David G. Frey J. Alston Gardner Robert Douglas Gillikin Peter T. Grauer Bernard Gray Julia S. Grumbles Lucia Halpern Frederick Earl Hopkins III Walter Edward Hussman, Jr. Barbara Hyde James E. S. Hynes George Johnson William R. Jordan James Graham Kenan III Thomas Stephen Kenan III Michael Denard Kennedy

A $757,000 bequest from the estate of L’Vir Sande establishes the Rebecca Irene Sande Scholarship Fund in Physical Therapy, the first in the department’s history.

6 Making Carolina First

William Douglas King Tom Lambeth George Walter Loewenbaum Peter G. C. Mallinson Knox Massey, Jr. William O. McCoy Stephen Phillip Miller William Merrette Moore, Jr. Allen Benners Morgan, Jr. David Earl Pardue, Jr. Roger Perry John A. Powell Tony Rand William T. Reynolds Francis G. Riggs Jefferson H. Rives Paul Rizzo Charles A. Sanders Nelson Schwab III

Sept. 13, 2001

Minor Mickel Shaw Edward Calvin Smith, Jr. John L. Townsend III S. Thompson Tygart

Honorary Members

William J. Armfield IV Erskine Bowles Molly Corbett Broad William Clyde Friday William B. Harrison, Jr. Richard Hampton Jenrette Hugh McColl Earl N. Phillips, Jr. The Honorable Mercer Reynolds III Julian H. Robertson, Jr. Dean Smith Rollie Tillman, Jr.

The last payment is made on a bequest from Katherine Bradley Mouzon to the North Carolina Botanical Garden for the Visitor Education Center, bringing the bequest’s total value to $2.76 million, the single largest gift in the garden’s history.

Q &A

Paul Fulton Co-Chair, Steering Committee n

What’s your favorite memory of being a UNC student?

mike overlock Co-Chair, Steering Committee n

What’s your favorite memory of being a UNC student?

charlie shaffer Co-Chair, Steering Committee n

What’s your favorite memory of being a UNC student?

The friends I made there who are

Being in Chapel Hill after coming

I have three favorite memories: one,

still an important part of my life.

back from spring vacation. That

the privilege of being a Morehead

was such a great time of year. The

Scholar; two, playing on Coach

beauty of the campus would be in

Dean Smith’s first three teams

full bloom; I got to wear a polo or

at Carolina; and, three, while a

T-shirt. There was just a nice sense

student at UNC law school, I heard

of freedom.

former Chancellor Bill Aycock de-

n

Why did you become involved in the Carolina First Campaign?

Michael Hooker. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

n

Why did you become involved in the Carolina First Campaign?

liver what is surely one of the finest classroom lectures ever given, for which the students in his class gave

It was a very simple thing. It

Chancellor Aycock a standing

Reconnecting and being a part of

allowed me to partially pay back

ovation as he left the classroom.

Chapel Hill.

the University for the education I got. There are a lot of ways people

n

What are your hopes for Carolina’s future?

can pay back, and this is what I was able to do.

That we always strive to be the best public university in the world.

Paul Fulton lives in Winston-Salem, N.C. He is chairman of the Board of Directors and former CEO of Bassett Furniture Industries. He was president of Sara Lee Corporation from 1987 to 1993.

From 1994 to 1997, Paul served as dean of Kenan-Flagler Business School at CONTINUED ON PAGE 35—FULTON

Oct. 12, 2001

n

n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

Getting reacquainted with alumni and getting to know students and staff—all the people who are involved in making UNC what it is.

I’m most proud of fulfilling our CONTINUED ON PAGE 35—OVERLOCK

The University announces that the William R. Kenan Jr. Charitable Trust pledges challenge gift to create $3 million eminent professorships as part of a $27 million lead gift, establishing the largest and most prestigious endowed professorships in UNC history.

Why did you become involved in the Carolina First Campaign?

I was motivated to volunteer for Carolina First because my father was the first director of development at Carolina, holding the post from 1952 to 1978. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

All Carolina alumni cherish the CONTINUED ON PAGE 35—SHAFFER

Oct. 11, 2002

2002

On the eve of University Day, the campaign’s public phase launches with $866 million, or 48 percent, of the (then) $1.8 billion goal committed.

Final Report 7

REGIONAL COMMITTEES Carolina First Campaign Regional Committees formed a far-reaching volunteer structure to involve as many alumni and friends as possible in the campaign. Committee chairs, who also were on the Carolina First Campaign Steering Committee, recruited around a dozen members to serve with them. All told, there were 280 regional volunteers across the United States, plus 30 in Europe. The chief mission of the committees was to help raise the University’s profile in their areas.

Along with making leadership gifts, committee members helped to identify prospects and develop solicitation strategies. These strategies included phone calls, face-to-face visits and opening the door for gift officers or administrators.

A key activity of the committees was hosting regional events to bring Carolina alumni and friends together to hear the campaign message from the chancellor, deans, directors and faculty. Over the course of Carolina First, they hosted nearly 300 events.

Regional Committee members gave a total of $124 million to Carolina First. Three regions—Georgia, Metro-New York and North Carolina—each contributed more than $100 million to the campaign, and their leadership is featured in the Q&As on pages 10–11.

Metro New York

Peter T. Grauer, Co-Chair John L. Townsend III, Co-Chair Dwight W. Anderson W. Gaston Caperton III Katharine Mason Chapman Brian Clarkson Munroe Cobey Ann Colley J. Haywood Davis Eric Fast Peter Y. Gevalt Anne Stephens Harrison Frank J. Hawley, Jr. Virginia Commander Knott Pierre F. Lapeyre, Jr. William I. Morton Gary Wilton Parr Alan Clements Stephenson Marree Shore Townsend

Mid-Atlantic U.S. Baltimore William T. Reynolds, Co-Chair

Feb. 26, 2003

Frank G. Riggs, Co-Chair Charles A. Bryan Randal Etheridge Archibald Taylor Fort Rebecca Galli A.C. George Kathryn Tanner George Henry G. Hagan Donald R. Heacock Frances M. Keenan Robert Manekin Alexander B. Martin, Jr. Lee Polk Woody, Jr. Kentucky James Graham Kenan III, Chair Virginia Tom Chewning, Chair Bruce Arnett Bill Axselle Thos. E. Capps Charles M. Johnson III Douglas D. Monroe III Jack Spain, Jr. Elizabeth Hobson Thornton Ken Willard Washington, D.C. Frank Craighill, Chair Steve Cumbie

2003

The University announces that Fred Eshelman commits $20 million to the School of Pharmacy, marking the largest gift ever to a U.S. pharmacy school.

8 Making Carolina First

David D. Flanagan Druscilla French Webb C. Hayes IV Wallace F. Holladay, Jr. Kevin Jones Suzy Kelly The Ernest M. Oare Family James B. Pittleman Robin West

New England / Midwest U.S.

Chicago John William Hughes III Drew McNally Jane DiRenzo Pigott Tug Wilson Indianapolis Lynn Kippenhan Cincinnati Frank T. Hamilton III Ken Lowe Chuck Reynolds Michigan David G. Frey, Chair Philadelphia Marjorie Bryan Buckley, Chair

May 23, 2003

Steven M. Durham St. Louis Edward T. Baur, Chair William J. Koman

South U.S.

Arkansas Walter Edward Hussman, Jr., Chair South Carolina Minor Mickel Shaw, Chair Ivan V. Anderson, Jr. Ronnie Clement Robert Carlton Davis Dave Edwards Earle Furman Ben Keys Hurdle H. Lea, Jr. Lloyd S. Liles Erwin Maddrey Frank O’Brien Kathleen Gallagher Oxner Texas Laura Beckworth, Co-Chair Robert Douglas Gillikin, Co-Chair

George Walter Lowenbaum, Co-Chair John Boettigheimer Douglas R. Evans Elton M. Hyder III Rick Margerison John R. Sears, Jr. Smokey Swenson

Southeast U.S.

Florida Nancy Bryson, Co-Chair Vaughn Bryson, Co-Chair S. Thompson Tygart, Co-Chair Thomas Donnelly Arthur Richard J. Razook Benjamine Reid Albert Salem Jean Ueltschi Jim Ueltschi Jim Winston Georgia Bernard Gray, Co-Chair George Johnson, Co-Chair Jeffrey Alan Allred Lee Burrows William W. Espy

The University announces that the campaign has reached the $1 billion milestone with key gifts from Lowry Caudill ($3 million to the Carolina Physical Science Complex) and John and Paula Powell ($1.66 million for the John Shelton Reed Distinguished Professorship in the College of Arts and Sciences).

Gardiner Garrard Carol G. Gellerstedt Larry L. Gellerstedt Julia S. Grumbles Jim Henderson Joel Hughey Warren Y. Jobe Peter C. Moister Allen Moseley Mary Rose King Taylor William Asbury Whitaker Leonard W. Wood Tennessee Lucius E. Burch, Co-Chair Allen Morgan, Jr., Co-Chair Charles R. Brindell, Jr. Joseph Brown Ledbetter

Western U.S.

William Douglas King, Co-Chair John A. Powell, Co-Chair Nancy Robertson Abbey Harris Barton Eva Smith Davis Robin Richards Donohoe Jennifer Lloyd Halsey Suzanne Laughinghouse Kayne Tom Newby Paula Davis Noell H. Stewart Parker A. Garrett Snook William Starling

Eastern N.C.

Eastern Edward Calvin Smith, Jr., Chair Turner B. Bunn III William G. Clark III Cecil Sewell J. Troy Smith, Jr. A. Donald Stallings Raleigh William Merrette Moore, Jr., Co-Chair

Oct. 1, 2003

Roger Perry, Co-Chair Robert H. Bilbro Donald W. Curtis Frank Daniels, Jr. Thomas F. Darden II Fred Hutchison Sherwood Smith Charles M. Winston, Sr. Robert W. Winston Wilmington Russell Carter, Chair William J. Blair III William H. Cameron John A. McNeill, Jr.

Central N.C.

Chapel Hill/Durham Paul Rizzo, Co-Chair Charles A. Sanders, Co-Chair Frederick O. Bowman, Jr. W. Lowry Caudill Robert C. Eubanks J. Allen Fine Christopher C. Fordham III Richard Furr Paul Hardin Jim Heavner Luther Hartwell Hodges, Jr. Thomas W. Hudson, Jr. Betty Kenan Thomas Stephen Kenan III Kenneth B. Lee, Jr. William O. McCoy Elinor Hess Munsch Arthur M. Pappas Wyndham Robertson James Terry Sanford, Jr. Willis P. Whichard Fayetteville William R. Jordan, Co-Chair Tony Rand, Co-Chair

Triad N.C.

Burlington David Earl Pardue, Jr., Chair William H. Smith Greensboro John Gray Blount Ellison, Jr., Chair H. Allen Andrew Steven D. Bell Frank Brenner Timothy B. Burnett George Watts Carr III Steve Hassenfelt Hayes Holderness Jim Kaley Kathryn Scott Long Sallie A. McMillion Braxton Schell Tim Ward H. Michael Weaver Len White High Point Jefferson H. Rives, Chair David R. Hayworth Winston-Salem John W. Burress III, Co-Chair Chuck Duckett, Co-Chair Dudley C. Chandler Rick Crowder Dale Erick Driscoll F. Borden Hanes, Jr. Frank Borden Hanes, Sr. James A. Hardison III Tom Lambeth Scott Livengood Walter McDowell John G.Medlin, Jr. Kimberley C. “Kayce” King Myers Ed Pleasants Scott H. Richardson Ann Lewallen Spencer John L. Turner

The University announces the Carolina Covenant—UNC’s pioneering initiative to provide qualified low-income students with a debt-free education, with private gifts playing a critical role in the program’s budget.

Charlotte N.C.

Frederick Earl Hopkins III, Co-Chair James E. S. Hynes, Co-Chair Nelson Schwab III, Co-Chair Jim Babb George Battle John R. Belk Mike Blair Philip Blumenthal Amy Woods Brinkley Harry M. Bryant Brooks Carey Derick Close Luther Cochrane Marion A. Cowell, Jr. Mary Anne Dickson Elizabeth Stetson Dowd Janis Hape Dowd Frank Edwards Edward Hardison William T. Hobbs II Daniel Levine Hugh McColl Paula R. Newsome Laura Park Trip Park Epes Robinson H. Allen Tate, Jr. G. Kennedy Thompson Kristy Thompson Margaret Ullrich Van Weatherspoon John Robbins Wester Richard T. Williams Bill Williamson

Western N.C. / Asheville

Stephen Phillip Miller, Chair Keith Black Phil Carson Max Cogburn Sim Cross Randy Fluharty Bill Groce

Fred Groce Kenneth E. Hornowski Sandra Madison Cary Owen Charlie Owen Eleanor Owen Charles R. Price, Jr. Mary Ann Rice Bob Roberts Jack Stevens Zeb Weaver Chic Webb Ann Young

Europe

Lucia Halpern, Co-Chair Peter G. C. Mallinson, Co-Chair Jane Sommers-Kelly, Co-Chair Philip D. Bennett Hyman K. Bielsky Marietta Austin Bielsky John L. Brantley Charles R.M. Cameron David C. Chance James Dean J. Daniel Fitz II Thomas A.P. Godfrey Anders P. Hakfelt Jeffrey L. Hiday John A. Jensen, Jr. Rebecca B. Jensen Sarah Larenaudie Mary F. Leadbetter Joseph M. McConnell Burch S. Mixon M. K. Morse S. J. Morse Aliza Blachman O’Keeffe Glenna B. Patton Andrea Ponti Ann Stewart William Tyne Cheryle Jernigan Wicker Charles Leigh Wickham III Richard J.C. Wilmot-Smith David G. Winfield

2004

March 23, 2004

The University announces that Miriam McFadden establishes a trust fund to recruit and retain faculty in the School of Social Work with a $1.2 million commitment, the largest ever received by the school up to that time.

Final Report 9

Q &A

berny gray

george johnson

peter grauer

Co-Chair, Georgia

Co-Chair, Georgia

Co-Chair, Metro-New York

Regional Committee

Regional Committee

Regional Committee

n

What’s your favorite memory of being a UNC student?

n

What’s your favorite memory of being a UNC student?

n

What’s your favorite memory of being a UNC student?

The memory of collective experi-

Without a doubt, winning the 1957

Competing in freshman and varsity

ences with fantastic professors

men’s NCAA basketball champion-

sports in football and lacrosse,

and students.

ship against Kansas. The game

the Deke House, the Castle, Ken

was played in Kansas City, but it

Reckford (a classics professor) and

was one of the early title games to

my English major and professors.

n

Why did you become involved in the Carolina First Campaign?

I was motivated by the need for faculty support and endowment. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

I enjoyed the association with the other volunteers and the University officials. I am proud to have beaten our goal. n

What are your hopes for Carolina’s future?

be televised, so I watched it on a black-and-white television with a bunch of people in the ATO house.

There was pure bedlam on Franklin Street after we won—the celebration lasted all night. I went to RDU airport to welcome the team back, and there were thousands of fans there to greet them.

People were sitting on the roofs of airplane hangars.

The players were regular guys.

Four of the starters were juniors, like me, and I had classes with them. They were my friends.

n

Why did you become involved in the Carolina First Campaign?

Carolina is a very important part of my life and successes—anything I can do financially or otherwise to help the University is a high priority.

My roles with the Investment Fund Board, with the Honors Program/ Johnston Center for Undergraduate Excellence, with the National Development Council and with the Global Leadership Circle are all a small way for me to repay my debt to Carolina. They’ve also enabled me to be involved firsthand in a number of developments that

I hope that UNC can preserve

Why did you become involved in the Carolina First Campaign?

its quality without succumbing

I’d been involved in the Bicentennial

such as the renovations to Graham

to political pressure to expand.

Campaign and was asked to be

Memorial, the opening of Winston

CONTINUED ON PAGE 36—GRAY

CONTINUED ON PAGE 36—JOHNSON

CONTINUED ON PAGE 37—GRAUER

April 21, 2004

The Carolina Physical Science Complex, the largest construction project in University history, breaks ground, with Phase I funding to include $22 million in private gifts.

10 Making Carolina First

n

Aug. 21, 2004

have strengthened the University,

The Sonja Haynes Stone Center for Black Culture and History, built entirely with private support, opens with a dedication ceremony, creating one of the first free-standing centers in the region to combine academic programs, arts and cultural programming, and outreach programming.

Q &A

john townsend

nelson schwab

eddie smith

Co-Chair, Metro-New York

Co-Chair, North Carolina Regional

Co-Chair, North Carolina Regional

Regional Committee

Committee (Charlotte)

Committee (Eastern)

n

What’s your favorite memory of being a UNC student?

n

What’s your favorite memory of being a UNC student?

n

What’s your favorite memory of being a UNC student?

The springtime—a classic, beauti-

Besides getting a good education,

Sitting around Y Court drinking

ful setting there on campus. There

it’s the friendships. The friends I

orangeades and visiting with

would be Spring Break—getting

made there are the friends I have to-

friends, both old and new!

ready to go or getting back from it.

day. They’re bonds that last forever. n

There would be the NCAA basketball tournament. There would be

n

the sense that you’d been working

Why did you become involved in the Carolina First Campaign?

Why did you become involved in the Carolina First Campaign?

Having been closely involved with

hard and the year was almost over.

I feel a tremendous obligation to

the University over the years on

That was my favorite time.

give back because the University

various boards and committees,

gave so much to me. Being a part of

I was acutely aware of the many,

Why did you become involved in the Carolina First Campaign?

the campaign was a way I could do

many needs of the University, from

that. I first made my own commit-

building maintenance to new build-

It actually started with the Bicenten-

ment because I didn’t think I should

ings to the need to attract and retain

nial Campaign. Paul Rizzo and the

ask others to give if I hadn’t.

outstanding faculty, as well as out-

n

leadership team solicited me, and I enjoyed the experience—in fact, I gave more than I expected! So, with Carolina First, I wanted to help from that side of the table as well. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

There were two things that I most

standing students via scholarships. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

enjoyed. One was meeting new

I was part of the original group of

people and seeing how people got

about 15 people that was asked to

excited about giving to Carolina and

sort of “flesh out” the scope of the

about what they could do for

campaign. We got the opportunity to

The opportunity to meet a lot of

Carolina. That was very gratifying.

meet with the dean of every school

CONTINUED ON PAGE 38—TOWNSEND

CONTINUED ON PAGE 38—SCHWAB

CONTINUED ON PAGE 39—SMITH

2005

Sept. 14, 2005

The University announces that the William R. Kenan Jr. Charitable Trust commits a $5 million challenge grant to endow the Carolina Performing Arts.

June 30, 2005

The Annual Fund breaks the $5 million mark for the first time in a single fiscal year with 33,832 donors contributing.

Final Report 11

carolina women’s leadership council The Carolina Women’s Leadership Council is a network of UNC alumnae from all over the country committed to supporting the University and students’ educational experiences. Formed at the beginning of the Carolina First Campaign, the council was critical to reengaging alumnae and building key support for Carolina First.

The council’s major achievements include helping to inspire a huge surge in first-time female donors—there were more than 24,000 over the last five years of the campaign. Other highlights include endowing the Faculty Mentoring Award, a $5,000 award that recognizes two faculty annually for outstanding mentoring to students and colleagues, and placing more than 100 women in leadership positions on advisory boards that serve UNC entities such as the College of Arts and Sciences and the schools of education and pharmacy, as well as the entire campus via the Board of Visitors. The council also hosted more than 50 women’s events throughout the Text to come - LISTwomen and puts out an e-newsletter with a circulation of 40,000. country for 6,000

Led by a 22-member Executive Committee, the Carolina Women’s Leadership Council has 186 members and continues to work to strengthen Carolina through women’s contributions of support, time and expertise. Council members gave a total of $58 million to Carolina First; gifts from women totaled $500 million.

Executive Committee

Mary Anne Dickson, Co-Chair Julia S. Grumbles, Co-Chair Barbara Hyde, Co-Chair Renee Dobbins Anderson

Ellen deRosset Bassett Mary Mills Folger Borden Sarah Smith Carey Rebecca Cobey Druscilla French Molly Dewar Froelich

Susan E. Gravely Pam Heavner Virginia Commander Knott Donna Curtis McClatchey Sallie Armfield McMillion Aurelia Stafford Monk

Paula Davis Noell Barbara M. O’Herron Marjorie Moses Schwab Marree Shore Townsend Margaret Ullrich Mary Helen Dunn Wade

mary anne dickson Co-Chair, Carolina Women’s Leadership Council n

What’s your favorite memory of being a UNC student?

Being on such a beautiful campus really stands out for me, and I also remember how extremely friendly and helpful other students and faculty were. n

Why did you become involved in the Carolina First Campaign?

I served on the Carolina First Planning Committee that examined the needs of UNC’s departments and schools, as well as the physical plant. Barbara Hyde and I were asked to lead an effort to reengage women in the life of the University and leverage their many talents and resources to help meet those needs. Julia Sprunt Grumbles joined us later to help, and the Carolina Women’s Leadership Council took shape from there.

CONTINUED ON PAGE 39—DICKSON

Sept. 15, 2005

The University announces that an $11 million bequest from the estate of Col. John Harvey Robinson provides the foundation for a $60 million drive to create merit-based scholarships.

12 Making Carolina First

Oct. 1, 2005

Campaign goal is raised to $2 billion.

2006

Feb. 8, 2006

The University announces that Roy and Wanda Williams will serve as honorary co-chairs of a (then) $10 million campaign to endow the Carolina Covenant.

Q &A julia grumbles Co-Chair, Carolina Women’s Leadership Council n

barbara hyde Co-Chair, Carolina Women’s Leadership Council

What’s your favorite memory of being a UNC student?

n

What’s your favorite memory of being a UNC student?

This question is impossible for

Classroom memories stand out

me to answer. Walking down

the most now­—great moments

Franklin Street at 3 a.m. with

with great teachers. I remem-

friends laughing and stuffing

ber a “Great Books” honors

our mouths with hot Krispy

course in the English depart-

Cream doughnuts, food fights

ment with Weldon Thornton.

at Lenoir Hall ... fall ... spring

There were so many moments

... sitting in FRONT of the gov-

when the intellectual light bulb

ernor at the one and only basketball game I got tickets

turned on for me. He told us, “This may be the first time

to ... road trips to the beach ... I could go on and on.

you’ll read these books, but if I do my job, it won’t be the last.” He was right. I’ve re-read them since, thanks to

n

Why did you become involved in the Carolina First Campaign?

The opportunity to give back to UNC, which has given

his inspiration. n

me more than I will ever be able to repay.

Why did you become involved in the Carolina First Campaign?

I cut my teeth raising money for my alma mater, so it n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

made sense for me to be an “asker” for this campaign as well as a giver. Plus, it was an honor to join the ranks of so many volunteers who love Carolina as I do.

The Carolina Women’s Leadership Council is one of the greatest legacies and contributions back to UNC

n

to come out of the campaign. Seeing UNC’s female graduates engaging not only in financially contributing in unprecedented numbers and dollar amounts but also returning to Carolina to lend their time, expertise and leadership to the University. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

Being a part of the Carolina Women’s Leadership Council was a pleasure—I’d put that at the top of my list.

And I’m particularly proud of how women stepped up to play such a meaningful and powerful role in the cam-

What are your hopes for Carolina’s future?

Considering that UNC is a great public university, my hope is that Carolina students, faculty, staff and alumni will live their lives in a manner that brings pride to the University through their contributions to their communities and to the world.

paign as leaders and donors. The face of philanthropy at Carolina has become more inclusive and richer as the campus has embraced a diversity of donors. n

What are your hopes for Carolina’s future?

That the University takes its place as the leading public university in the country by rising to the challenge of

Julia Grumbles lives in Chapel Hill, N.C. She retired as corporate vice president of human resources, public relations

living out Eve Carson’s message of “excellence with a

CONTINUED ON PAGE 40—GRUMBLES

CONTINUED ON PAGE 40—HYDE

May 23, 2006

The University announces that FedEx Corp. commits $5 million to support and name the Global Education Center.

June 2006 n

n

heart.” I believe that phrase gives us a guiding light to

Campaign breaks original $1.8 billion goal.

UNC raises more than $200 million in gifts in a single year for the first time.

Sept. 6, 2006

The University announces that Earl N. “Phil” Phillips Jr. creates the Phillips Ambassadors Program in the College of Arts and Sciences, endowing scholarships for up to 50 undergraduates annually.

Final Report 13

minority alumni steering committee The Carolina First Campaign took the work of multiple constituencies to be a success.

One of the groups leading the way was the Minority Alumni Steering Committee, since renamed the Alumni Committee for Racial and Ethnic Diversity. The committee works to create deeper partnerships between the Univer-

Q&A

michael kennedy

Chair, Minority Alumni Steering Committee

sity and its minority alumni. The goal during Carolina First

n

was to bolster financial support in the present while laying the framework for development in the years to come.

Attending my first basketball

The Minority Alumni Steering Committee was formed

game at Carmichael Audito-

during the planning of Carolina First. Four subcommit-

rium as a freshman. I lived in

tees—the African American, Asian, Latino/a and Native

Granville Towers, so I knew Phil

American—built key coalitions of support that spread the

Ford and Walter Davis. Because

message to other alumni. Their primary mission was to

of those relationships, it was

widen the focus to be inclusive of various ethnic groups

exciting to see them perform

across the UNC alumni base.

on the court.

By engaging these important alumni, the Minority Alumni Steering Committee helped to generate new leadership roles and funding opportunities critical to making Carolina First a success and blazing a trail for

What’s your favorite memory of being a UNC student?

n

Why did you become involved in the Carolina First Campaign?

Carolina’s mission to lead all public universities into the

First, I wanted to be able to give back to the University—

future of true excellence in higher education.

at the end of the day, we’re all part of the Carolina family.

Minority Alumni Steering Committee members gave a

Also, I recognized how important the campaign would be for us to stay competitive as an institution. Our main

total of $5.9 million to Carolina First.

peer institutions are Virginia, Michigan and Berkeley, all Michael Denard Kennedy, Chair Barbara Lee, Chair (Asian Subcommittee) Kevin Maynor, Chair (Native American Subcommittee) Teresa Carol Artis Danny Bell Manuel Campano Lana Dial

Cesar Elizondo Hans Huang Kevin Jones Alison Lathrop Karol V. Mason Ngoc Nguyen Robert Selden Sterling Spainhour Jim Tanner

of which receive substantial private support. Therefore, private support is going to make the difference in keeping Carolina at the top echelons of higher education.

Since I now live in Georgia, I have been exposed to the SEC universities, and this exposure has made me appreciate Carolina even more due to its commitment to top-notch academics.

CONTINUED ON PAGE 41—KENNEDY

Sept. 14, 2006

The University announces that the Bill & Melinda Gates Foundation grants $21.3 million to develop new drugs for African sleeping sickness and leishmaniasis.

14 Making Carolina First

Sept. 20, 2006

The University announces that Barbara and Pitt Hyde pledge $5 million to endow the Academic Leadership Program in the Institute for the Arts and Humanities and to name the program for Ruel W. Tyson.

young alumni councils Young Alumni Councils are groups of recent graduates dedicated to making an immediate impact at the University they love.

The councils were envisioned as a way to keep alumni engaged in the University and to create awareness of the need of their financial support. Originally defined as undergraduate alumni of the last 15 years, young alumni were reclassified near the end of Carolina First as graduates of the last 10 years. Young Alumni Councils engage these alumni across the country and educate them about the importance of annual support of Carolina. Councils exist in New York; Atlanta; Washington, D.C.; Los Angeles; Charlotte; and Orange, Durham and Wake counties in North Carolina.

In Carolina First, the councils stressed educating alumni about how they can make an impact on the lives of students and faculty on campus. Regional meetings, social get-togethers and educational events proved to be great tools to get and keep UNC’s young alumni in touch with Carolina.

The councils will continue to encourage young alumni to give back to the University, as well as teach the value of giving. With their Carolina First experience, the Young Alumni Councils stand poised to have an ever-increasing impact on the University.

Young alumni gave a total of $51.4 million to Carolina First. Some outstanding examples of Young Alumni Council members who stepped up during the campaign include: Frederick Earl Hopkins III Kelly Matthews Hopkins Katie Renee Loovis

Donna Curtis McClatchey Thomas Jude Modzelewski Bharath Parthasarathy

Q &A

Catherine M. Reuhl Malaika Marie Underwood William A. Warren, Jr.

katie loovis

Co-Chair, Washington, D.C., Young Alumni Council n

What’s your favorite memory of being a UNC student?

The blue skies, sweet tea, brick walks, friendly hellos, the sound of the bells. I have so many warm Chapel Hill memories, but I would say my favorite memories revolve around athletics.

As a high school athlete, I was drawn to the University by Carolina’s dedication to women’s athletics. I was recruited as part of Carolina’s first-ever women’s lacrosse team, and Coach Jenny Slingluff Levy led us to a top-10 ranking our first year, and to the final four our second year—no small feat and a true Cinderella story for most schools, but no surprise for Carolina, which has a tradition of excellence in women’s athletics. The women’s lacrosse program joined the ranks of other solid record-making programs, such as the UNC women’s teams in field hockey, soccer and basketball. It was inspiring to train alongside such phenomenal female athletes, many of whom were simultaneously training for the Olympics. My sweetest memory is feeling a part of something much larger than just my own team sport—part of a family.

CONTINUED ON PAGE 41—LOOVIS

Nov. 18, 2006

The University announces that Max Chapman commits $5 million to name the Max C. Chapman Jr. Hall in the Carolina Physical Science Complex.

Dec. 15, 2006

The University announces that the William R. Kenan Jr. Charitable Trust commits $8 million to the Department of Music to create 16 inaugural Kenan Music Scholarships and complete construction of a new music building.

Final Report 15

Q &A malaika underwood Co-Chair, Atlanta, Ga., Young Alumni Council n

What’s your favorite memory of being a UNC student?

It’s tough to narrow it down to one favorite memory. I truly enjoyed my experience at Carolina and would go back and do it all over again in a heartbeat (even the studying). If I had to choose one memory, it would probably be all those spring afternoons I spent “studying” near the Pit or out on the Quad. n

Why did you become involved in the Carolina First Campaign?

I owe Carolina a lot. I benefited from my experience

n

What are your hopes for Carolina’s future?

Carolina is not the same university it was 50 years ago and it will not be the same 50 years from now, but the common denominator should always be our vision and commitment to greatness.

Malaika Underwood lives in Atlanta, Ga. She is the university services representative at the Collegiate Licensing Company for the Atlantic Coast Conference. She is a former director of young alumni giving at UNC and began her service as a Carolina First Campaign volunteer after leaving that post in December 2006. She graduated from Carolina with a B.A. in international studies in 2003 and an M.A. in sport administration in 2005. She played for the women’s volleyball team at UNC and was a member of the USA Women’s National Baseball Team in 2006. Malaika is a former member of UNC’s Student-Athlete Advisory Committee and a former studentathlete representative on the UNC Athletic Council. n

as a student-athlete and wouldn’t be where I am today without the guidance of Coach Sagula, my professors and my mentors. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

I have really enjoyed being involved with the Young Alumni Council as both the director of young alumni giving and, now, as an Atlanta Young Alumni Council co-chair. Keeping young alumni connected to Carolina is an important element in the future of our university. I am proud of the impact we (young alumni) have had on the Carolina First Campaign.

2007

Feb. 21, 2007 n

n

The campaign eclipses $2 billion when Dennis and Joan Gillings pledge $50 million—the single largest commitment in Carolina history—to support the School of Public Health.

UNC launches an additional $100 million faculty support initiative.

16 Making Carolina First

March 21, 2007

The University announces that it has joined a $10 million partnership with the Jack Kent Cooke Foundation to create a national college advising program for low-income high schools.

Q &A bill warren Co-Chair, Charlotte, N.C., Young Alumni Council n

What’s your favorite memory of being a UNC student?

n

While there are countless

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

memories to choose from, my

To be honest, serving as a Carolina First Campaign

favorite memory of being a UNC

volunteer was an incredible opportunity to not only meet

student took place during the

other dedicated Carolina alumni, but to also actively

Carolina/Duke home basketball

discuss how young alumni truly can make a difference in

game during my junior year in

Carolina’s future. Each time a gift is made to Carolina,

1998. After being one of the first

it helps preserve the value of each and every one of our

in line during the ticket camp-

degrees. What we accomplished grants me a significant

out, I received tickets for seats directly behind the bench.

sense of pride knowing that I’m helping the school I love

My fraternity brothers and I all donned Carolina bowties

become the best!

from Julian’s as we made it to our incredible seats be-

What are your hopes for Carolina’s future?

fore warm-ups. To our amazement, Carolina essentially

n

beat Duke twice during the same game. Carolina could

My pride in Carolina has never been stronger, and I hope

do no wrong and surged to a 20-point lead in the first

that we, just as those who came before us, can further

half. Duke later cut the lead to four, only to have Caro-

lay the groundwork for success. Carolina First was a

lina end up winning by 24 after Antawn Jamison played

major step toward making Carolina the leading public

a signature game—scoring 35 points in 56 seconds (of

university in the nation. Our ability to reach alumni and

ball possession). After the game, we rushed on the floor

friends needs to further cultivate interest in remain-

to celebrate. To my thrill, as I ran onto the court, both

ing connected and involved with Carolina! This involve-

Antawn Jamison and Vince Carter converged around

ment will hopefully enable Carolina to become an even

me celebrating the victory. To this day, that basketball

brighter “priceless gem” for the generations ahead.

memory rises to the top! n

Why did you become involved in the Carolina First Campaign?

Ever since I graduated from Carolina in ’99, I have experienced a sense of obligation to seek out ways to give back to my alma mater—it just felt like the right thing to do.

After my initial introduction to the Young Alumni Council, I quickly learned that North Carolina legislative support only comprises a little more than 20 percent of Carolina’s revenue, making the support of alumni and friends essen-

Bill Warren lives in Charlotte, N.C. He is the senior account executive for the Atlantic Corporate Sales Team for Procter & Gamble.

He started as an account manager with Procter & Gamble after graduating with distinction from UNC in 1999 with a B.S. in business administration. He is the outgoing president of the UNC General Alumni Association-sponsored Charlotte Carolina Club and has been serving on the Kenan-Flagler Business School Alumni Council for the past two years. In Charlotte, Bill was a member of the Inaugural Steering Committee for Engage Charlotte­—The Charlotte Chamber’s Young Professionals and serves as a Guys Read youth program volunteer for the Charlotte-Mecklenburg Public Library System. n

tial for Carolina to maintain our tradition of excellence.

Sept. 26, 2007

The University announces that a $5 million gift from an anonymous donor creates five professorships in the Honors Program that will honor Peter T. Grauer and William B. Harrison Jr. and puts Carolina First over its goal of creating 200 endowed chairs.

Dec. 31, 2007

Carolina First ends with $2.38 billion, marking the fifth largest fund-raising drive in the history of U.S. higher education, with commitments totaling $10 million from Fred Eshelman to support the School of Pharmacy lifting the campaign to that milestone.

Final Report 17

making the difference Dennis and Joan Gillings: doing good at the School of Public Health

By Scott Ragland (with reporting from the University Gazette)

When Chancellor James Moeser announced the news that the Carolina First Campaign had broken its $2 billion goal, he noted that “we didn’t just break $2 billion—we broke it with a bang.”

The bang came courtesy of Dennis Gillings and his wife, Joan Gillings.

The couple pledged $50 million, the largest single commitment in University history, to support the School of Public Health. In recognition of that extraordinary generosity, the school will be renamed the Gillings School of Global Public Health.

“There are few individuals in this world who answer the call to do the unique, the transformative and who by their actions illustrate the breadth and depth of their aspirations to help others” the way the Gillingses have done, Moeser said.

School of Public Health Dean Barbara K. Rimer also called the gift “transformative.”

“We at the school and the Gillingses share a commitment to solve public health problems in North Carolina and around the world,” she said. “And we want these solutions to come faster and be more sustainable.”

A former UNC biostatistics professor, Dennis Gillings is chairman and CEO of Quintiles Transnational Corp., the world’s leading pharmaceutical services company, based in Research Triangle Park, N.C. Joan Gillings has had careers in public health, including at the School of Public Health, and commercial real estate.

“The School of Public Health has been a part of our lives for a long, long time, and we see that it could do a lot of good,” Joan said. “The school is going places. It’s got great leadership right now and the world is changing a great deal and hopefully this will make a difference and we will see the ‘public’ put back into the School of Public CONTINUED ON PAGE 42—GILLINGS

18 Making Carolina First

Dan Sears

From left, Campaign Co-Chair Paul Fulton, Chancellor James Moeser, Joan Gillings, Dennis Gillings and Campaign Co-Chair Charlie Shaffer celebrate the day that Carolina First topped $2 billion— Feb. 21, 2007.

Steve Exum In Carolina First, the Kenan family and its philanthropic entities continued their long tradition of support for the University, collectively representing the campaign’s largest donor. From left: Kenan Eminent Professor James Rives, Kenan Music Scholar Daniel Hammond, Kenan Trustee Tom Kenan, Kenan Music Scholar Lauren Schultes, Kenan Trust Executive Director Richard Krasno, Institute for the Arts and Humanities Fellow and Communication Studies Professor Pat Parker, chemist Nancy Allbritton and Kenan Music Scholar Jessica Kunttu.

The Kenan legacy: transforming philanthropy

By Lisa H. Towle

As long as there’s been a Carolina, there have been Kenans to support its mission. The family and its philanthropic entities have given more to the University over history and during the Carolina First Campaign than any other private donor. The various Kenan family philanthropies gave the University nearly $70 million during Carolina First, including: n

$8 million to provide full scholarships for four incoming music students every year and to complete a new music building.

n

$27 million to endow 10 faculty chairs, including five $3 million

n

$3 million for the Carolina Physical Science Complex for

n

$5 million challenge gift to endow the Carolina Performing Arts.

eminent professorships. state-of-the-art classrooms and laboratories.

Gifts from the Kenan family have benefited Carolina faculty since 1917, when Mary Lily Kenan Flagler left a bequest establishing the Kenan Foundation for Distinguished Professors. William R. Kenan Jr. (class of 1894) died in 1965 and left $95 million for philanthropy in the service of education, singling out his alma mater for special attention.

The trust was formed that year and immediately began providing support for endowed professorships.

“Higher education, and particularly the University of North Carolina at Chapel Hill, has always been a priority for the Kenan Trust,” said CONTINUED ON PAGE 43—KENAN

Final Report 19

making the difference Neal Johnson: love for exotic places inspires gifts for study abroad

By Cate House

Since she was a little girl, Neal Johnson has been curious about cultures other than her own. Growing up in a family that loved to travel overseas helped spark that passion, she said.

Her love for exotic places led her to study art history at Carolina.

But, unfortunately, she said, she never studied abroad as an undergraduate. After college, she set about correcting that omission by working for British Airways for 14 years, traveling all over the world.

Now, Johnson continues to travel the world in search of antiques and unique works of art to create one-of-a-kind lamps for her business— Neal Johnson, Ltd. Johnson also is making sure that today’s and tomorrow’s Carolina students don’t miss out on study abroad opportunities. She and her sister, Mary Anne Dickson, have honored their father by establishing the Charles Garland Johnson Sr. Scholars Fund, which enables about 20 students each year to travel abroad. In addition, Johnson has established the Neal Johnson International Study Fund in Art History

Neal Johnson

in the College of Arts and Sciences.

“Studying abroad provides a chance to be exposed to art face to face and to see sculptures, paintings and architecture in their cultural context,” she said. “In traveling overseas, students also gain a broader view of the world and have a better understanding of what is going on while following the news.”

Besides contributing financially to Carolina, Johnson serves on the Carolina Women’s Leadership Council and is vice-chair of the Advisory Board for International and Area Studies. She was closely involved with planning the FedEx Global Education Center, which all international and area studies programs in the college.

CONTINUED ON PAGE 44—JOHNSON

20 Making Carolina First

Steve Exum

opened in spring 2007 and houses

WACHOVIA and carolina: ‘a natural fit’

By Yancy Strickland

Wachovia and Carolina share a special bond. They both call North Carolina home, the Charlotte-based banking giant employs more than 1,000 UNC alumni and Kenan-Flagler Business School has delivered a customized leadership program for Wachovia executives.

So it’s no surprise that Wachovia and the Wachovia Foundation have long ranked among UNC’s largest corporate supporters, and that the foundation continued that tradition in the Carolina First Campaign.

“Supporting UNC is a way we can support the people of our state and beyond,” said David Carroll, senior executive vice president with Wachovia member. “The relationship is a natural fit for us.”

No wonder, then, that Wachovia’s support during Carolina First spanned the campus. The foundation’s

Dan Sears

and foundation board

Wachovia’s support has bolstered the student experience at Carolina, along with providing many other benefits.

generosity enabled the University to provide critical resources to faculty and students, meet infrastructure needs and further its public service mission.

“Wachovia is the ideal corporate partner,” Chancellor James Moeser said. “They share our commitment to excellence and to serving the people of our state. They share our values, our belief in diversity and access. Their giving reflects this dedication. They have strengthened every aspect of what we do, enabling us to do more for our students, for our faculty and for North Carolinians.”

Highlights of the Wachovia Foundation’s support in Carolina First included a commitment of $2 million divided between Kenan-Flagler Business School, the School of Medicine and the School of Law. The commitment established Kenan-Flagler’s Center for Corporate Finance, which works to serve as a bridge between theory and practice of corporate finance. The center promotes innovative and CONTINUED ON PAGE 45—WACHOVIA

Final Report 21

making the difference BARB LEE: at home, abroad, at Carolina

By Hope Baptiste

The late Charles Kuralt asked: “What is it that binds us to this place as to no other?”

The answer is unique to every Carolina alumnus(a) or friend because each enjoys an individual and special relationship with the University.

Alumna Barb Lee sums up her relationship this way: “‘Carolina is where I learned to love to learn.’” Borrowed from alumnus and Georgia Regional Steve Exum

Committee Co-Chair George Johnson, this phrase represents an experience Lee described as “invaluable in the preparation for the rest of my life.”

Raised in a small town nestled in the North Carolina mountains, Lee

Barb Lee

credits her family for instilling in her not only the importance of a good education, but also her strength of character, dauntless spirit, unquestionable integrity and insatiable curiosity. From that start, Lee began a lifelong journey that she says has been shaped by her Carolina experience. “The most significant thing I learned as a student is that one can learn anything—vocabulary, geography, grammar or anatomy—that can make one educated.

It’s what you do with that that makes the difference.”

Lee is making a significant difference. She and her husband, alumnus Alston Gardner, support and serve the University in a variety of areas—business, the arts, internationalization and minority affairs to name a few. Lee has chaired the Board of Visitors and the Carolina Performing Arts Society National Advisory Board. She also serves on the Scholarship Committee of the School of Journalism and Mass Communication Board of Advisers, as well as the Alumni Committee on Racial and Ethnic Diversity, known during the campaign as the Minority Alumni Steering Committee. Gardner is a member of the Board of Trustees and has served on the Carolina First Campaign Steering Committee, the Kenan-Flagler Business School Board of Visitors, the Kenan Institute Asia Board of Trustees, the Global Education Center Building Committee and chaired the International and Area Studies CONTINUED ON PAGE 45—LEE

22 Making Carolina First

RALPH FALLS Jr.: a simple thing, with big returns

By Claire Cusick

Most often, the term “investment” refers to money. But at its most basic, investing is about building a better future.

Although he may not have realized it at the time, that’s what Dr. Ralph L. Falls Sr., a Morganton dentist and farmer, was doing when he started sending his son to work in the fields in the early 1950s.

“My dad stuck me every summer working on his farm,” remembered Ralph Falls Jr. “I worked from 5 a.m. to 8 p.m. I made 30 cents an hour.”

The father’s goal was surely to strengthen the son’s character, and to show him how hard farm work could be. “I was afraid not to graduate from college,” Falls Jr. said.

Graduate he did, from UNC’s business school (now called UNC KenanFlagler) in 1963. Falls Jr. went on to a successful career in the medical industry, first as the founder of Charter Medical Corp. and then owner and CEO of the medical supply company Roane-Barker Inc. During the Carolina First Campaign, to honor his father, Falls Jr. used a planned gift to help create and name a monetary prize to benefit M.B.A. students at UNC Kenan-Flagler. The Falls Prize is awarded to up to six outstanding M.B.A. students with full fellowships. Recipients receive a $25,000 stipend over two years.

The prize is awarded to students demonstrating the highest potential for leadership, superior academic achievement and a diversity of lifetime experiences. In creating it, Falls Jr. said he hoped that The Falls Prize will help Kenan-Flagler attract the most promising students.

Ralph Falls Jr.

“To my knowledge, this type of prize has never been done before,” Falls Jr. said. “I want to compensate students for their performance, leadership abilities and character, because students who embody these things are tremendous assets to Carolina.”

So Falls Sr. will continue to have an impact—even on people he never lived to meet. And Falls Jr. is already able to see the fruits of his own investment.

The Falls Prize was awarded to five students in 2007. Seven have been offered to incoming students for the fall

CONTINUED ON PAGE 46—FALLS

Steve Exum

of 2008. The stipends have attracted to

Final Report 23

making the difference the duke endowment: a partner for better health

By Yancy Strickland

During the Carolina First Campaign, The Duke Endowment provided tremendous support to UNC. Because both institutions share a similar mission to improve the quality of life for North Carolinians.

The Duke Endowment Health Care Division provided more than $15 million for UNC programs aimed at improving health.

“We recognize that good health for individuals leads to productive and happy lives,” said Mary Piepenbring, director of Health Care for The Duke Endowment. “Today, more than ever, we need to work together to establish effective partnerships to target and address health care issues.”

The Duke Endowment’s overall mission is to improve lives and communities in the Carolinas through higher education, health care, rural churches and children’s services. Its vision for health care is to enhance the lives of individuals by improving access to quality health care and promoting prevention and wellness. Some of the programs that The Duke Endowment sponsored at UNC during Carolina First include: n

The Center for Acquisition of Spoken Language Through Listening Enrichment (CASTLE) is dedicated to providing quality auditory-oral early intervention and preschool services to children who are deaf or hard of hearing and their families. Piepenbring called CASTLE, part of the Ear and Hearing Center in the School of Medicine, a great example of UNC identifying a need and then developing a model program. “It is now so successful that the program has expanded statewide, addressing services for

CONTINUED ON PAGE 47—DUKE

24 Making Carolina First

Michael Mauney

CASTLE preschoolers laugh at their classmate’s Mr. Potato Head in an activity led by a UNC graduate student.

FRED ESHELMAN: A catalyst for growth at the School of Pharmacy

By Hope Baptiste

On May 21, 2008, Carolina’s School of Pharmacy became the UNC Eshelman School of Pharmacy in honor of Dr. Fred Eshelman, a 1972 alumnus, and his longstanding commitment to support pharmacy education at UNC. Though such permanent and public recognition is appreciated, Eshelman said he is most pleased by the school’s growth and achievement.

“UNC is poised to take the lead in preparing people for careers in retail practice, clinical pracEshelman said. “These endeavors require very different training, and we have a school that turns out

Dan Sears

tice, education and research,”

excellent practitioners in every area with academic programs that support the very best and encour-

The honoree speaks at a May 21, 2008, event announcing the naming of the UNC Eshelman School of Pharmacy.

age excellence.”

His $20 million Carolina First commitment to pharmacy in 2003 was the largest private donation ever to a pharmacy program at that time and third largest to the University. His support, along with that of many other friends and alumni, helped set an aggressive course toward growth that would serve to catapult the school to the forefront of pharmacy education and research. The pharmacy school raised nearly $67 million in Carolina First.

Eshlelman’s commitment affected all aspects of the school. It created five $1 million distinguished professorships to recruit world-class faculty. To attract the best and brightest of the next generation of pharmacists and scientists, the school plans to award eight Eshelman Fellowships to graduate students in 2009 as well as six Eshelman Scholarships.

Eshelman also set up a Fund for Excellence, which provides approximately $250,000 annually to support innovation at the school.

CONTINUED ON PAGE 47—ESHELMAN

Final Report 25

making the difference Carolina Covenant: Gifts launch world of opportunity

By Kappie Kopp

The Carolina Covenant, UNC’s promise of a debt-free education for students from low-income families, launched in fall 2004.

Private gifts enabled the program to begin accepting transfer students two years later, launching a world of opportunity for Alisa Eanes.

Eanes came to Carolina from UNC-Wilmington, which she was able to attend only through loans. As a Covenant Scholar set to graduate in December 2008, she doesn’t have to worry about adding to that burden.

She agreed to hold a federal work-study job on campus, and the program will cover the rest of her financial need through a combination of federal, state, Dan Sears

University and other privately funded grants and scholarships.

“Carolina Covenant is designed to help students from a specific financial profile who

Alisa Eanes

otherwise could not afford to attend UNC,” Eanes said. “When you submit your application to the University with your FAFSA [financial aid form], they automatically look at your economic status. It’s not a scholarship you apply for separately, so it ends up being a big surprise for a lot of people. It’s a really exciting, exhilarating moment to say that ‘I’m going to college.’

When you come from a life where you haven’t had that kind of luxury, it’s really incredible to have such a gift.”

Eanes, a California native, moved to Monroe, N.C., when she was 11. She is a remarkable example of the caliber of individuals the Covenant program brings to the University. A double major in women’s studies and psychology, and a minor in chemistry, Eanes is on track to earn a pre-med bachelor’s degree. She hopes to work in an area CONTINUED ON PAGE 48—EANES

26 Making Carolina First

Robertson scholars: Fierce rivalry plus unmatched collaboration equals a winning combination

By Hope Baptiste

Imagine being a Tar Heel living in the gothic spires of Duke University— or a Blue Devil in powder Blue Heaven—on purpose. Now imagine loving every frenetic minute of it. For Robertson Scholars at UNC and Duke, there’s no need to imagine because that’s exactly who they are and what defines their unique collegiate experience. The celebrated rivalry between the schools only serves to heighten the passion that is a hallmark of the Robertson Scholars Program, which brings together talented and promising students from each campus who live at, learn from—and even love—both.

Robertson Scholars represent the best and brightest students from the U.S. and abroad who have demonstrated exceptional ability and extraordinary promise. One of the most generous and visionary merit scholarship programs in American higher education, the Robertson Scholars Program was created in 2000 through a $24 million gift from Julian Robertson, a 1955 graduate of UNC, and his wife Josie. Inspired by their sons, one of whom graduated from Duke in 1998 and another who graduated from UNC in 2001, the Robertsons wanted to encourage further collaboration between the two universities. This innovative program serves as a catalyst for increased collaboration between students, faculty and staff of the two schools.

More than an investment in talented students, the Robertson Scholars Program aims to prepare citizens and leaders of an everCONTINUED ON PAGE 49—ROBERTSON

Contributed

Robertson Scholar Nick Anderson (right) and Gustavo, a handyman at a small residential school in Argentina, lay adobe cement to restore the school’s greenhouse.

Today, the building is filled with growing vegetables that help improve and diversify the students’ nutrition.

Final Report 27

making the difference good chemistry: Innovator lured by great faculty support, colleagues and lab

By Lisa H. Towle

Carolina chemist, engineer and entrepreneur Mike Ramsey traces his passion for scientific innovation to a chemistry set he received as a birthday present in junior high school. Until his imagination was captured by chemistry, Ramsey claims he was a mediocre student.

It was also the gift that kept on giving.

With his scientific interest sparked, the flame was fed by undergraduate work in chemistry at Bowling Green State UniverSteve Exum

sity. Ramsey started laying the foundations

Mike Ramsey

for technology he would later pioneer— microfluidics or “lab-on–a-chip.”

Ramsey’s Ph.D. in chemistry from Indiana University was followed by work at Oak Ridge National Laboratory, where he first focused on spectroscopy, a technique

he used to identify single molecules. He established himself as a leader with an ability to persevere and attract project funding despite skepticism about new ideas—the practical uses for these tiny fluidic circuits, for example.

The lab-on-a-chip allows lab tests to be performed in miniature on silicon, glass or plastic chips that have been etched with a series of tiny interconnected channels through which chemicals and other fluids can run. These are then mixed in a miniscule reactor under the control of a computer. The technology has applications for everything from drug discovery to environmental monitoring.

In 1996, lab-on-a-chip won Discover magazine’s Technology Award, a NOVA Award from Lockheed Martin Corp. and an R&D 100 Award.

As the 21st century dawned, Ramsey was “getting antsy” for a new challenge. “I’d gone as far as I could go with regards to promotions at Oak Ridge National Laboratory and was looking for a new environment. Academia was calling, again, but this time I was ready to answer,” he said. At the top of his list was UNC, where a graduate school classmate and friend, Jim Jorgenson, W.R. Kenan, Jr. Professor of Chemistry, had inspired Ramsey with his work related to CONTINUED ON PAGE 51—RAMSEY

28 Making Carolina First

The Institute for the Arts and Humanities: reinvigorating teaching

By Hope Baptiste

Long before the Carolina First Campaign, strengthening and retaining Carolina’s outstanding faculty were key priorities for the University.

And for the last 20 years, the Institute for the Arts and Humanities (IAH) has been on a mission: to recruit quality faculty to the College of Arts and Sciences; to retain the best teachers, scholars and artists; and to renew the teaching commitment of the faculty.

Founded in 1987 by Religious Studies Professor Ruel Tyson, the institute has provided fellowships and other professional development opportunities for more than 400 faculty members since its inception.

Tyson, the institute’s founding director, stepped down in 2006 after two decades and left a legacy of dedication and development for current director, English Professor John McGowan, to build upon.

Tyson led the effort to create an endowment for faculty fellowships that now stands led the charge to build Hyde Hall, Carolina’s only center for faculty development.

Located on historic McCorkle Place, Hyde Hall was built and furnished with $6.8

Contributed

at more than $8 million and

Hyde Hall, home to the Institute for the Arts and Humanities

million in private contributions to Carolina First, including a lead gift from Carolina alumni Pitt and Barbara Hyde of Memphis, Tenn. The IAH relocated in 2002 to its new, 15,000-square-foot home that aptly reflects the historic architecture surrounding it.

Far beyond bricks and mortar, Carolina First is helping to enhance significantly every facet of the institute. The Hyde Family Foundation pledged $5 million to endow the IAH’s Academic Leadership Program and name it for Ruel Tyson. The Ruel Tyson Academic Leadership Program in the IAH sponsors seven to 10 leadership fellows annually.

The Academic Leadership Fellows, who come from all departments and schools at UNC, participate in a weeklong leadership training program, two overnight retreats, monthly leadership development CONTINUED ON PAGE 52—IAH

Final Report 29

making the difference Royster Society of Fellows: putting Carolina on a par with privates— and then some

By Hope Baptiste

Malinda Maynor Lowery could have gone to graduate school just about anywhere she chose.

Harvard Gazette

With degrees from Harvard and Stanford already to her credit as well as five years of producing award-winning documentaries, Lowery’s options were numerous and included a fellowship at

Malinda Maynor Lowery

Yale University.

Her keen interest in history and propensity for research led her to consider UNC’s renowned history program for her doctoral studies.

The opportunity to return to her home state and the Lumbee Indian Tribe she belongs to didn’t hurt either. But it was the unique collaborative opportunities presented by the Royster Society of Fellows along with the chance to work with faculty whose interests so closely mirrored her own that convinced her Carolina was the right choice.

“It surprised me to learn about the Royster Society because I wasn’t expecting that kind of program at a publicly supported institution,” Lowery said. “The Royster Society was just as competitive [as Yale’s fellowship] and had the added bonus of an interdisciplinary focus, which is unfortunately rare in graduate school.”

That is often the case with graduate programs, and just the kind of perception that Dr. Thomas S. Royster Jr. and his wife Caroline H. Royster wanted to change when they established the fellowship endowment in 1996. Since that time and with the continued generosity of the Roysters and other private donors during Carolina First, the program has been widely successful and the number of fellowships has grown each year.

Carolina continues to compete fiercely for the best and brightest graduate students and then enable them to perform at their very best as they partner with faculty in research and teaching and prepare to lead in a world of growing complexity. For Lowery, being a Royster Fellow has shown her how truly transformative private philanthropy CONTINUED ON PAGE 53—ROYSTER

30 Making Carolina First

Jack Kent Cooke Foundation: teaming up with carolina to increase college applications nationwide

By Claire Cusick

The top recommendation of the 2006 Commission on the Future of Higher

Getting a C-STEP up

Education was to expand college access.

To boost the number of low-income and first-generation college students

The Carolina College Advising Corps isn’t the only UNC initiative benefiting from the Jack Kent Cooke Foundation.

Carolina also is among eight colleges and universities to join the foundation in a $27 million partnership aimed at enabling more community college students to earn bachelor’s degrees from selective four-year institutions.

UNC is getting almost $900,000 and contributing $2.3 million in the partnership, which created the Carolina Student Transfer Excellence Program (CSTEP). C-STEP identifies talented low- to moderateincome students while they are still in high school or early in their community college careers and guarantees their eventual transfer admission to UNC if they earn an associate degree and complete the C-STEP program at Durham Technical Community College in Durham, Alamance Community College in Burlington or Wake Technical Community College in Raleigh.

By the end of the fouryear pilot in academic year 2009–2010, at least 225 students will be participating at UNC and at the three partner colleges. The program aims not just to admit these students to UNC, but to provide the transition and support services that will help them graduate and on time.

enrolling in college, UNC has entered a $10 million partnership with the Jack Kent Cooke Foundation.

The grant establishes the Carolina College Advising Corps (CCAC) to place recent Carolina graduates as advisers in 18 schools throughout North Carolina.

Led by Wendy Jebens in the Office of Undergraduate Admissions, CCAC is modeled on the College Guide Program at the University of Virginia.

That program’s founding director, CONTINUED ON PAGE 54—COOKE

Dan Sears

The first members of the Carolina College Advising Corps were 2007 Carolina graduates (from left): Meghan Bridges, Camille Cates, Dexter Robinson and Ebonie Leonard.

Final Report 31

making the difference Hugh Morton Collection: PICTURE A LIFETIME

By Hope Baptiste

The famed Mildred the Bear atop his own Grandfather Mountain.

The fabled “Mile-High Swinging Bridge.” The battleship USS North Carolina. The beautiful Blue Ridge Parkway in the fall. A Michael Jordan high-flying slam dunk. Wildflowers. The Old Well in the spring.

The Cape Hatteras Light House.

These pictures are worth a thousand words, and with them the late Hugh Morton spoke volumes. He spent most of his life capturing memorable moments on film so they could be shared and treasured.

Today, Morton’s legacy lives on in the University Library’s North Carolina Collection (NCC), a fitting tribute to Morton and an appropriate place for the more than 500,000 photos he amassed over a 65-year career, the vast majority chronicling Morton’s relationship with Carolina and the culture and natural beauty of his home state.

Urged by Bill Friday, UNC president emeritus and close friend, Morton agreed that his vast collection be donated to the library.

In 2006, Morton’s wife, Julia, carried out his wishes that served to significantly increase the depth and breadth of the NCC photographic holdings available for viewing, study and research. “The Morton Collection, added to our already outstanding photo archive, has made UNC the broadest and deepest source of photographic images of North Carolina in the 20th century,” said Sarah Michalak, University librarian. “What a treasure trove for scholars, for students and their teachers, for people researching local or family history—for everyone with a strong interest in our state.”

That is no surprise, as Morton’s North Carolina ties run deep and wide. Born in Wilmington, N.C., on Feb. 19, 1921, to Julian Morton CONTINUED ON PAGE 55—MORTON

32 Making Carolina First

Contributed

Hugh Morton

Active Living by Design

Active Living by Design aims to demonstrate what works—and what doesn’t—when it comes to increasing routine physical activity through community change.

active living by design: aiming to make exercise a routine activity

By Active Living by Design staff

A multi-year grant to Carolina from the Robert Wood Johnson Foundation during the Carolina First Campaign continues to have impact in North Carolina and across the United States.

Active Living by Design (ALbD), a national program established by the Robert Wood Johnson Foundation, is part of the North Carolina Institute for Public Health at the UNC School of Public Health.

Launched about six years ago, ALbD initially focused on providing technical assistance and consultation over five years to 25 multidisciplinary partnerships across the country. Its goal? To demonstrate what works—and what doesn’t—when it comes to increasing routine physical activity through a comprehensive approach to community change. From its headquarters in Chapel Hill, ALbD has expanded its scope and now works with a variety of funders and their grantees to foster active living and healthy eating behaviors.

Physical inactivity plays a significant role in the United States’ most common diseases, including coronary heart disease, stroke and diabetes. Each of these is a leading cause of death. The Robert Wood Johnson Foundation’s mission is to improve the health and health care of all Americans, and its initial support of ALbD is doing just that.

Within North Carolina, ALbD currently serves more than 20 municipalities and counties through grant programs funded by the North Carolina Health and Wellness Trust Fund (the Fit Community Designation and Grants Program) and the Blue Cross and Blue Shield of CONTINUED ON PAGE 56—ALBD

Final Report 33

making the difference carolina performing arts: bringing world-class performances to UNC

Emma Patti

By Scott Ragland

A new era for the arts at Carolina began on a September 2005 weekend with the reopening of Memorial Hall.

That was when UNC launched the Carolina Performing Arts in a newly renovated home. Gala con-

Soul and R&B pioneer Al Green performs in front of a sold-out crowd in Memorial Hall for Carolina Performing Arts’ 2007–08 opening gala.

certs featured Tony Bennett, Itzhak Perlman, Pinchas Zukerman and Leonard Slatkin, all with the North Carolina Symphony. The hundreds of performers since have included Bonnie Raitt, Yo-Yo Ma, Wynton Marsalis and Al Green.

Such a run of world-class performances resulted in Carolina Performing Arts and UNC being tapped to join the Major University Presenters consortium, an industry-leading network of arts presenters at major research universities throughout the country.

“It is a great honor to be recognized by our peers—it reflects the leadership and vision of Chancellor James Moeser, whose support of our program and of the arts is immeasurable,” said Emil Kang, executive director for the arts at UNC and executive director of Carolina Performing Arts.

The honor also reflected the impact of the Carolina First Campaign.

Jim and Pam Heavner spearheaded efforts to raise private funds to help transform Memorial Hall, topping the $5 million goal at just more than $5.1 million.

Major donors included George Beasley and Don Curtis, who each committed $500,000, and the University has named the hall’s auditorium in their honor.

The complete renovation totaled some $18 million. Funding included $10.8 million from the Higher Education Bond Referendum approved by N.C. voters and $800,000 from state legislators who approved advance planning funds. The project almost doubled Memorial Hall’s square footage, taking it to 44,600 square feet. Improvements CONTINUED ON PAGE 56—ARTS

34 Making Carolina First

FULTON—from page 7 Carolina. He graduated with a B.S. in business administration from Carolina in 1957. He serves on UNC’s Board of Trustees and Investment Fund Board and also is a member of Kenan-Flagler’s Board of Visitors. Paul has received Carolina’s William R. Davie Award and the UNC General Alumni Association’s Distinguished Service Medal as well as the John Woodworth Leslie Humanitarian Award and the Maya Angelou Tribute Achievement Award. n

overlock—from page 7

goal and the broad spectrum of participation that we had in the campaign, from alumni to corporations, from friends to foundations, from students and parents to organizations. n

What are your hopes for Carolina’s future?

Our aspiration is to be the leading public university, and the campaign has put us on that road. We’ve established private giving as a partner with the state and students in funding the needs of the institution.

Going forward, continuing that partnership will be critical if we’re to be the leading public university.

Mike Overlock lives in Greenwich, Conn. He spent his entire career at Goldman, Sachs & Co. He headed the firm’s Mergers and Acquisitions Department from 1985 to 1996 and served on the Management Committee, as well as co-head of the Investment Banking Division, from 1990 to 1996. Mike became a limited partner in 1996 and a senior director in 1999. He received his bachelor’s degree in economics from Carolina in 1968. After serving as a lieutenant in the U.S. Army in Vietnam, he earned an M.B.A. at Columbia University in 1973. Mike is a member of the UNC Investment Fund board and serves on its Executive Committee. Mike also has served as vice chairman of the Arts and Sciences Foundation.

He is a recipient of Carolina’s William R. Davie Award. n

shaffer—from page 7

magic of Carolina, and during the Carolina First Campaign, I enjoyed sharing with many alumni our mutual Carolina experiences defining the excellence of our great alma mater.

I am most proud of the substantial funding raised, $345 million, for 577 new student scholarships, including support for the Carolina Covenant, and of the $420 million raised for faculty, including 208 new endowed professorships. n

What are your hopes for Carolina’s future?

My hopes for Carolina are to increase the brilliance of education at Carolina and thereby to better serve North Carolina, the nation and the world.

Charlie Shaffer lives in Atlanta, Ga. After four-and-a-half years, he recently retired as president and CEO of the Marcus Institute, a resource center for CONTINUED ON PAGE 36—SHAFFER

Final Report 35

SHAFFER—from page 35

children with developmental disabilities. He was a trial lawyer with King & Spalding for more than 35 years. A Morehead Scholar, he graduated Phi Beta Kappa from Carolina in 1964 and earned a Carolina law degree in 1967. He co-captained Carolina’s men’s basketball team and earned six varsity letters. He is a past member of UNC’s Arts & Sciences Foundation Board and Law Foundation Board.

He also served on the University’s Board of Visitors from 1983 to 1991. Charlie has received UNC’s William R. Davie Award and the Distinguished Service Medal from the UNC General Alumni Association. n

gray—from page 10 Berny Gray lives in Atlanta, Ga. He is the president of Gray Ventures, a private investment company established to help early-stage technology companies in the Southeast. He also serves as a board member and adviser to portfolio companies. His past posts include vice chairman and executive vice president of Summit Communications Group. Berny graduated with a B.A. in international studies from UNC in 1972, and in 1974 he earned an M.B.A. from Columbia University. At UNC, he has served as a member of the Friends of the Library Board and the Board of Visitors. He made the first personal gift to the Carolina First Campaign. It supported the Bowman and Gordon Gray Professorships and the University Library. n

JOHNSON—from page 10

involved in Carolina First, too, as co-chair of the Georgia Regional Committee. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

I enjoyed working with the development staff, going to meetings and learning more about how the University works and its needs. I also enjoyed the parties and being around Carolina people—as Ruel Tyson says, ‘libation and conversation.’”

The campaign’s success—overall but particularly in Georgia— makes me proud. When our goal for Georgia was set at $100 million, I was concerned that would be a reach. But we reached it—and then some. In most cases, when Carolina people are asked to give, they don’t make excuses. They generally ask, “How much should I give?” n

What are your hopes for Carolina’s future?

That Carolina will continue to be a great educational institution.

And that, if we increase our enrollment, we do it in a way that won’t threaten that greatness—Carolina should always be hard to get into, it should always be a ticket that people want.

Faculty recruitment and retention must continue to be a priority, and we must continue to find ways to refresh our faculty, as we do with the Institute for the Arts and Humanities.

CONTINUED ON NEXT PAGE

36 Making Carolina First

CONTINUED FROM PREVIOUS PAGE

Hopefully, state support will remain strong, but private support to grow our endowment will be critical.

In general, I’d say that a lot of what makes this university great is the relationships among students, among alumni and the interchange between professors from the various academic disciplines. We need to continue to foster that.

George Johnson lives in Atlanta, Ga. He is the owner and president of George H. Johnson Properties, Inc., as well as president of JFP Foundation, Inc. He received his B.S. in business administration from UNC in 1958. In 1988, he was appointed as a member of the UNC business school’s first Board of Visitors and for seven years served as a trustee of the UNC Foundation. George serves on UNC’s Institute for the Arts and Humanities Advisory Board and the Program for Humanities & Human Values Advisory Board. He received Carolina’s William R. Davie Award in 1999. His other honors include receiving the Distinguished Alumnus Award from Darlington School and the 1992 Presidential Award for Outstanding Service to Youth, as well as being selected as an Olympic torchbearer for the 1996 Centennial Games in Atlanta. George made the Carolina First Campaign gift that pushed the drive past the total for Duke University’s latest campaign, moving Carolina First to the top spot among campaigns in the South at the time it ended. The gift supported the Institute for the Arts and Humanities and Kenan-Flagler Business School. n

GRAUER—from page 10

House in London and the endowment for the Honors Program. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

Seeing the campaign exceed its target and the tremendous outpouring of support from so many constituencies and also seeing the campaign leadership pull together to succeed. n

What are your hopes for Carolina’s future?

To be the finest university in the world, not just the best public university in America.

Peter Grauer lives in Greenwich, Conn. He is CEO and chairman of Bloomberg, LP, and also serves on Bloomberg’s Board of Directors. His past positions include managing director of Donaldson, Lufkin & Jenrette, as well as of Credit Suisse First Boston. He earned a B.A. in English from UNC in 1968 and also graduated from the Program for Management Development at Harvard Graduate School of Business. At UNC, Peter’s involvement includes chairing the Honors Program/Johnston Center for Undergraduate Excellence Advisory Board and serving on the Investment Fund Board, National Development Council and Global Leadership Council. From 1990 to 1994, he served on UNC’s Board of Visitors. n

Final Report 37

townsend—from page 11

alumni whom I didn’t know, and getting to know others better.

Working with so many talented people—both campaign volunteers and the staff.

As for taking pride in the campaign, I’d say it’s the success we had, particularly when you consider that 9/11 cast such a shadow over what we were doing. n

What are your hopes for Carolina’s future?

They’re consistent with the University’s—to be the very best public university in the United States. The campaign has set the stage to achieve that.

John Townsend lives in Greenwich, Conn. A private investor, he is senior advisor of Stone Point Capital, a private equity fund, and serves as chairman of the Townsend Family Foundation. He is also a director of International Paper Co. and Belk, Inc., as well as a member of the Investment Committee of The Riverstone Group. John retired in 2002 as an advisory director of Goldman, Sachs & Co., having previously served as a managing director and general partner. He received his B.A. in history with honors in 1977 and his M.B.A. (Deans Scholar) in 1982 from Carolina. John is a member of the Executive Committee of the UNC Investment Fund and serves on the Board of Visitors for Kenan-Flagler Business School. His other service includes sitting on the Board of Trustees of the Grand Teton National Park Foundation and the Board of Trustees of the U.S. Ski and Snowboard Team Foundation. n

schwab—from page 11

The other thing was the staff—it was a pleasure to work in that environment because you felt like a part of such a professional team.

The development professionals drove the process. Ninety-nine percent of the volunteers had day jobs, so the professional staff were the key.

They made it work.

I’m proud of the numbers. They were amazing—$100 million in Charlotte. At first, I thought our goals might be out of reach, but the entire campaign was more than up to the challenge. I also think we sent a message to the higher-education community that you can get something done at Carolina—they’re impressed. This campaign set us apart from other publics. n

What are your hopes for Carolina’s future?

We need to seize the opportunity that we have at hand because of the campaign. The additional resources, the growth in our endowment— we have tremendous momentum to capitalize on future opportunities, such as Carolina North.

Nelson Schwab lives in Charlotte, N.C. He is managing director of Carousel Capital. He graduated from Carolina with a B.A. in English in 1967 and earned an M.B.A. from the Wharton School of Business in 1972. A member of the UNC CONTINUED ON NEXT PAGE

38 Making Carolina First

CONTINUED FROM PREVIOUS PAGE

Board of Trustees (chair, 2005–2007), he also has served on the UNC Board of Visitors, Kenan-Flagler Board of Visitors, the Investment Fund Board and is currently chair of the UNC Management Company. He has received the UNC General Alumni Association’s Distinguished Service Medal. Nelson is the past chair of the North Carolina Blumenthal Performing Arts Center, the Charlotte Chamber of Commerce, the Carolinas Partnership and the North Carolina Outward Bound School. n

smith—from page 11

in the University and have them read off their “wish list” to us. I found that process, over many months, to be fascinating and extremely enlightening as to the needs of the University as a whole.

Obviously, the aspect of the campaign that I am most proud of is that we were able to raise our ultimate goal from $1.5 billion to $1.8 billion to $2 billion and then exceed that! n

What are your hopes for Carolina’s future?

I hope that we can continue to support the University at a level that will allow it to excel in all areas of endeavor, making it the No. 1 public university in the country.

Eddie Smith lives in Greenville, N.C. He is chairman of the Board of Directors and CEO of Grady-White Boats, Inc. He graduated from UNC with a B.S. in industrial relations in 1965. He is an executive committee member on the Board of Directors of the UNC Educational Foundation and co-chairs the Improvement Project for Kenan Stadium at UNC. Eddie has served on the UNC Board of Visitors.

In 2001, he received UNC’s William R. Davie Award. He was honored in 1999 as the Master Entrepreneur of the Year for the Carolinas and in 1998 received the Pitt District Citizen of the Year for the Boy Scouts of America. n

dickson—from page 12 n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

Volunteering to rediscover women with a Carolina bond was in many ways analogous to being an archeologist, unearthing many female gems who hadn’t been connected to the University in many years.

The incredibly talented and innovative alumni whom I have gotten to know greatly inspire me. Carolina women are manifesting their leadership talents in a multitude of ways in their communities, schools, businesses and places of worship.

I’m proud of the friendships I made—there’s an instant bond with people who went to Chapel Hill. I’m proud of our talents, our ideas and our awards for excellence, such as the Faculty Mentoring Award (a monetary award funded by the Carolina Women’s Leadership CONTINUED ON PAGE 40—DICKSON

Final Report 39

dickson—from page 39

Council that recognizes UNC faculty for outstanding mentoring of students and colleagues). And I’m exceedingly proud of the response in resources that women made to the campaign. n

What are your hopes for Carolina’s future?

To continue to reengage more women and all alumni. UNC is an incredible, worldwide family, and the members of our Carolina family love being re-connected.

Mary Anne Dickson lives in Charlotte, N.C. Her career has included positions serving as assistant to the chairman and CEO of Hardee’s Food Systems and working in corporate marketing and public relations for Imasco USA after it acquired Hardee’s. Mary Anne graduated from UNC in 1963 with a B.A. in political science and later earned a B.A. in business administration from North Carolina Wesleyan College. She was a member of the UNC Board of Visitors from 1996 to 2000 and served as its chair from 1998 to 1999. In 2003, Mary Anne received UNC’s William R. Davie Award. She also has been honored with the Distinguished Service Medal from the UNC General Alumni Association. n

GRUMBLES—from page 13 and corporate marketing resources for Turner Broadcasting, Inc (TBS). Before moving to TBS, she was senior vice president, western regional vice president, southeast regional sales manager and national accounts manager for Turner Network Sales. She graduated with a B.A in history from UNC. She is a member of the Advisory Board for the UNC Institute for the Arts and Humanities and the North Carolina Outward Bound Board of Directors. Julia was named Woman of the Year by the Atlanta Chapter of Women in Cable and Television and was given the same honor by the group’s national organization. n

hyde—from page 13

show us how to be the very best, and that the campaign has provided the resources to get us there.

(Editor’s note: Eve Carson, UNC student body president, died in March 2008.)

Barbara Hyde lives in Memphis, Tenn. She is the president of J. R. Hyde III Family Foundation and director of the J.R. Hyde Sr. Foundation. The foundations support public education, civil rights and other worthy endeavors. She began her career in UNC’s development office, serving as executive director of the Arts and Sciences Foundation from 1987 to 1992. A Morehead Scholar, she earned a B.A. in English and religion from Carolina in 1983. Barbara serves on the UNC Board of Trustees and the External Advisory Board of the Institute for the Arts and Humanities at Carolina. In Memphis, she is a board member of KIPP Academy, Shelby Farms Park Conservancy, the Women’s Foundation and New Leaders for New Schools. n

40 Making Carolina First

KENNEDY—from page 14 n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

I enjoyed interacting with the University leadership, seeing how the University works and learning about its aspirations, as well as about how I can help it achieve them.

I’m most proud of how the Minority Alumni Steering Committee gained traction over time. We were able to re-connect to our alumni— Asian, African American, Native American and Latino/a. As a result, these connections helped to increase the participation levels throughout the campaign. These relationships will lay the groundwork among these groups for the next campaign. n

What are your hopes for Carolina’s future?

That Carolina continues to be one of the country’s leading universities, public or private.

Michael Kennedy lives in Atlanta, Ga. He is a managing director with Korn/ Ferry International and is a member of the firm’s global financial services and diversity practices. In 1979, he received his B.A. in history (summa cum laude) from Carolina, and he also has an M.B.A. from Harvard Business School. Michael has served on UNC’s Board of Visitors and on the UNC General Alumni Association’s Board of Directors. He recently served on the Board of Trustees of Phillips Exeter Academy in Exeter, N.H., and now serves on the Board of Trustees of the Employees’ Retirement System of Georgia Pension Fund. n

LOOVIS—from page 15 n

Why did you become involved in the Carolina First Campaign?

Carolina alumni contributions enabled me to uncover and advance my life goals, and for that I am thankful, inspired to give back and moved to encourage other alums to contribute as well. During my undergraduate studies in the ’90s, there happened to be a skyrocketing population of homeless panhandlers on Franklin Street and there was significant community debate about the status and role of the local Inter-Faith Council homeless shelter. It was during this time, while volunteering weekly at the shelter, that I became interested in the root causes of poverty and felt compelled to do my part in making a difference. With the help of the Department of Communications Studies, I started a literacy program for Chapel Hill homeless adults and documented this process as my thesis. The University contributed $5,000 in grants to help me purchase adult literacy books, a computer for the shelter and training for the student volunteers. Indeed, alumni contributions got this nonprofit program off the ground and touched the lives of many homeless residents and students. It is with a heart full of gratitude that I can say that this experience helped me realize my desire for public service, which I continued both at the White House and at the U.S. Department of Interior working on President CONTINUED ON PAGE 42—LOOVIS

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loovis—from page 41

George W. Bush’s compassion agenda. For me, it is an extension of my appreciation that I make annual contributions and volunteer as co-chair of the Young Alumni Council for the Washington, D.C., region. n

What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

There is a tremendous sense of satisfaction that comes from doing one’s part. I don’t have a lot of money to give (yet!), but I give what I can, and certainly give my time as co-chair of my Young Alumni Council. Through my service with the council, I’ve helped coordinate events such as basketball viewing parties and White House Holiday Tours that connect alumni and foster school spirit. As alumni, we have a lot of things in common, including holding degrees from the greatest university in the country. There is a lot to be proud of, and each of us can do our part in making sure this degree continues to hold the same weight for the next generation. n

What are your hopes for Carolina’s future?

I’m proud to be a Carolina Tar Heel, and I’d like to see Carolina positioned as the No. 1 university in the country for both the number of excelling scholar athletes and the number of students in service to the community. It is extracurricular activities, such as athletics and service-learning, that give students character-building opportunities, connect academic lessons to real-world experiences and put the best face of the University forward.

Katie Loovis lives in Alexandria, Va. She heads external affairs for the U.S. Department of the Interior, where she also serves as the executive director of Take Pride in America. Before taking that post, she was associate director at USA Freedom Corps, an office at the White House created by President George W. Bush to help foster a culture of service, citizenship and responsibility. Katie also has served in the White House Office of Faith-Based and Community Initiatives and at Lipman Hearne, a strategic communications firm for nonprofits.

She earned a B.A. in communications studies (1999) and M.P.A. (2002) from UNC, where she captained the varsity women’s lacrosse team. While at Carolina, Katie established a homeless adult literacy and ESL program and wrote “Developing an Effective Literacy Program for the Chapel Hill Homeless,” which earned her highest honors. n

GILLINGS—from page 18

Health. So, we are excited about the future of the school.”

One thing Dennis hopes the $50 million pledge will enable the school to develop is a “new methodology” to speed the delivery of medicines to the people who need them.

“We are an incredibly inventive world right now—biotechnology and genetics will make, certainly for our grandchildren if not sooner, a whole new medicine,” he said. “Now the trouble is that new CONTINUED ON NEXT PAGE

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medicine—bringing it to people—is very difficult. You have problems of testing and are these drugs safe and should they be limited in any way.”

The School of Public Health will use the Gillings’ gift to tackle such issues with “Innovation Laboratories.” These will focus on solving big public health problems—in fact, the first will be a Center for Innovative Clinical Trials that will develop new methods to collect and analyze data from clinical trials, and then quickly make these scientific advances available to researchers, practitioners, the biomedical community and the public as a whole.

And that’s just the sort of thing the Gillingses had in mind.

“We think this is a great campus in which [practical solutions can be found for real problems],” Dennis said. “It has shown great leadership to the rest of the world, the nation and certainly the state of North Carolina.”

Born in London, Dennis came to the United States and to Carolina “sight unseen” to take a faculty appointment in the School of Public Health’s biostatistics department in 1971. He got here, he said, thanks to his father and chancellor’s office staff who worked on getting him an H1 visa to get into the country while he was away many months on an African safari.

“I had to borrow $1,000 to get here,” he added.

While at the school, Dennis and others applied the latest methodologies to analyze clinical trial data for pharmaceutical companies.

He created Quintiles in 1982.

Dennis and Joan said they felt a need to give back to a school that had given him so much, and their $50 million commitment built on generous past donations, including a $3 million gift to the Department of Biostatistics. That gift, supplemented by the state’s Distinguished Professors Endowment Trust Fund, endowed the Dennis Gillings Professorship in Biostatistics.

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KENAN—from page 19

Thomas S. Kenan III, a trustee of the trust, who graduated from Carolina in 1959 with a degree in economics. “We’ve never wanted anything less than to help transform the University. … contributing to the Carolina First Campaign was another step toward that goal.”

Kenan Jr. also established The Randleigh Foundation Trust, which has made significant grants to UNC through the years, especially for the College of Arts and Sciences and the Special Collections Library.

It all began in 1790, when North Carolina legislator James Kenan, a member of UNC’s first Board of Trustees, contributed $50 to the construction of Old East, the first state university building in the nation.

Over the next two centuries, dozens of family members would serve as trustees, make their way to Chapel Hill as students or function as CONTINUED ON PAGE 44—KENAN

Final Report 43

kenan—from page 43

benefactors. Taken in sum, this has created what Chancellor James Moeser has happily characterized as “one of the oldest philanthropic partnerships in American higher education.”

There’s virtue in longevity. Members of various Kenan branches continue to give to the University, either as individuals or through foundations and trusts. The gifts range from targeted to all-purpose, with funds going to professorships and libraries, athletic scholarships and the arts. But the charitable benchmark of the family was established when William Rand Kenan Jr. died and left the bulk of his estate for the trust bearing his name. From that has been shaped a national philanthropic institution focused widely and deeply on higher education, but favoring UNC, the only school specifically mentioned in the guidelines for the trust.

Today, the William R. Kenan Jr. Charitable Trust is valued at $550 million to $600 million, and the assets of the four affiliated William R. Kenan Jr. funds come to $140 million to $150 million. About 90 percent of their grants each year fund education both inside and outside the classroom. Thus, said Richard M. Krasno, executive director of the Kenan Trust and president of the funds, “This is a unique institution among academic foundations. We have really stuck to our knitting. We’re committed to the enduring rather than the trendy and provocative.”

That explains, then, the philanthropy’s willingness to be the momentum-makers in the Carolina First Campaign. Upon hearing about the start of the campaign in 2000, Krasno paid a visit to the chancellor in order to learn more about its goals and priorities.

He took the information back to the trustees, Thomas Kenan and Mary Lily Flagler Wiley, a grandniece of William R. Kenan Jr. They concurred it was critical to support Carolina’s vision of becoming the nation’s leading public university.

“In recognition of the importance of the Carolina First Campaign to the University, the trust wanted to give gifts that built on the precedent set by generations of members of the Kenan family,” said Krasno, former president of the Monterey Institute of International Studies in Monterey, Calif., as well as former president and CEO of the Institute of International Education in New York.

(Editor’s note: This piece is based on excerpts from a story that appeared in the Spring 2008 Carolina Arts & Sciences magazine.)

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JOHNSON—from page 20

“No matter your passion, there are endless ways to support Carolina,” Johnson said.

The Carolina First Campaign reinvigorated Johnson’s connections with Carolina, she said. “By becoming involved—particularly with the FedEx Global Education Center and its advisory board, as well as the Women’s Leadership Council—my sense of great pride in all that CONTINUED ON NEXT PAGE

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is Carolina increased more than I might ever have anticipated,” she said. Plus, watching all the campaign’s efforts manifest on campus is inspiring. “It’s fantastic to see not only the physical structures on campus improve, but also to see faculty and students reap the campaign’s rewards,” she said.

“The campaign also deserves credit for reconnecting me with old Carolina friends, and introducing me to new ones,” she said. “What deep adoration and commitment so many people have for my alma mater!

Now it’s a high priority in my life to remain connected and to help the University in whatever way I can.”

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WACHOVIA—from page 21

timely research that is applicable to real business decisions.

At the School of Medicine, the Wachovia Scholars Endowment Fund helps recruit and provide scholarships for disadvantaged and minority students entering medical school. The fund also supports the school’s Medical Education Development Program, which holds a nine-week medical school course each summer for minority and disadvantaged college students interested in medical or dental school.

The remainder of the $2 million commitment went to the School of Law’s Center for Banking and Finance to create the Wachovia Term Professorship in Banking and Finance. This provides salary supplement, professional development opportunities and research dollars for a faculty member in the area of banking and finance.

Another Wachovia Foundation campaign gift of note supports the UNCElizabeth City State University doctor of pharmacy partnership program.

The funds cover training, recruitment and retention costs for prospective pharmacy applicants from northeastern North Carolina. The program focuses on minority students, who receive mentoring as applicants.

And supporting undergraduate students is a $2.8 million campaign pledge providing discretionary funds to endow need-based scholarships that will forever ensure that more deserving students will be able to get a Carolina-caliber education.

Wachovia serves as the official financial services partner of Tar Heel Athletics and provides on-site sponsorship for various Carolina athletics facilities.

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lee—from page 22

Advisory Board.

For all their service on campus, Lee and Gardner focus a significant part of their philanthropy toward extending the campus’s borders by strengthening global studies opportunities, study abroad and internationalization. They feel strongly that a true Carolina education must CONTINUED ON PAGE 46—LEE

Final Report 45

lee—from page 45

be an international experience. “I believe a global education is the single most important element of our society right now,” Lee said.

“We must reach out to the world with curiosity and humility and open ourselves up to how our fellow humans think, live, worship and communicate. We can’t afford to squander the chance to prepare the next generation, so I’ll help Carolina any way I can.”

Lee is the president of Point Made Films, her Colorado-based documentary film company, and she has produced numerous events and videos for the University. “My professional life is dedicated to seeing things from a variety of perspectives and being exposed to many points of view,” she said. “A global education is a natural and meaningful progression from my college experience to my life today, and I want that for my own children and for future generations as well.”

Lee fondly recalls her own introduction to that “real-world” philosophy. “My mom insisted that my brother and I travel outside North Carolina and took us on trips as much as she could,” Lee said. “Today I’m fortunate to be able to visit places she could only dream about. My children have their own passports and can say ‘thank you’ and ‘hello’ in at least six different languages. The hope of global learning my mother envisioned for me is clear and present in my family today.”

As a result of the Carolina First Campaign, more than $19 million has been raised for study abroad and the FedEx Global Education Center opened to house all international programs. Lee says this emphasis is the most significant improvement Carolina has made so far. “When Chancellor [James] Moeser said that we cannot claim to create future leaders for North Carolina unless we insist that they travel outside of the U.S., I was sold,” she said. “It is the single wisest thing I’ve heard anyone in education ever say, and I endorse this evolution of our education completely.”

The evolution continues thanks to alumni like Lee and Gardner.

Carolina ranks among the leaders in study abroad participants and Peace Corps volunteers. A dynamic and comprehensive global enterprise, UNC Global, forms a framework for the programs, curricula and initiatives that together comprise UNC’s international endeavors.

“The impact of these experiences will reach far into the future,” Lee said. “We hope that students will truly immerse themselves in an international environment and ultimately make a significant and lasting impact at some point in the future.”

Where do they go from here? The possibilities are, well, boundless.

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falls—from page 23

UNC students who might have gone to other business schools.

Falls Jr. called the first recipients “truly outstanding.”

“It has been a real pleasure getting to know these people, and I have gotten some type of personal note from each one,” he said. “I’m looking forward to following them and their careers for a long time.”

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He’s heard that the prize made a difference in their school of choice. “A number of them came to Carolina and say the prize factored into their decision. That was the whole purpose of it—that they would give Carolina another look. Of course, once they get here, they realize even more what an outstanding choice they made.”

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duke—from page 24

children with severe to profound hearing loss,” she said. n

The Comprehensive Advanced Medical Program of Spanish is an enrichment program offered to UNC medical students who have intermediate to advanced Spanish fluency. Its goal is to produce more doctors who can independently care for the increasing number of Latino patients in North Carolina. The program is funded by an initial founding grant of $125,000 and has received an additional $300,000 over the past three years.

n

The Beacon Child and Family Program at UNC Hospitals provides services that help break the generational cycle of family violence and encourages caring attitudes in the delivery of patient care. The program developed a multi-site educational network that provides public health leaders, hospital administrators and clinicians access to the knowledge and skills needed to face the challenges of family abuse in every county in North Carolina.

n

The North Carolina Public Health Academy, an initiative created by the School of Public Health-based N.C. Institute for Public Health (a Duke Endowment-supported organization), aims to bring UNC to all county health workers statewide. The academy helps people enter the public health profession and fosters professional development opportunities for those already in the field. The Duke Endowment seeded the program with an $873,000 grant over a three-year period.

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eshelman—from page 25

Each year, the funding must be used to realize a new idea; it cannot go to support an existing program. This creative gift has enabled the school to develop and launch the online learning module used in a pharmacokinetics course. It has also supported efforts to create international collaborations with universities in Southeast Asia.

Eshelman’s generosity also provided seed funding for 70,000 square feet of state-of-the-art laboratory space in the new Genetic Medicine Building and contributed to the renovation of Beard Hall by providing funds to upgrade the dean’s office and the Campbell Boardroom with technology and furnishings that the state alone couldn’t provide.

“Dr. Eshelman shares our vision of excellence and wants the school CONTINUED ON PAGE 48—ESHELMAN

Final Report 47

eshelman—from page 47

to be successful,” said Bob Blouin, dean of the pharmacy school.

“We’ve allocated his gift to the areas that will benefit most.”

The school has indeed advanced, having added experts in many disciplines and enrolling some of the most promising students in the nation and around the world. The doctor of pharmacy program earned a number two ranking in U.S. News & World Report’s 2009 rankings of graduate programs. And, since 2003, the school has climbed from 22nd to sixth in National Institutes of Health funding to U.S. pharmacy schools.

In recognition of the school’s progress and to further accelerate its momentum, Eshelman made two additional commitments totaling $10 million to the school to support cancer research and the Educational Renaissance Initiative to foster interactive, innovative learning.

Matching funds from North Carolina’s University Cancer Research Fund and the Pharmacy Network Foundation brought the total investment in pharmacy education and research to $20 million and added a fitting finale to the $2.38 billion Carolina First Campaign.

“I’ve seen the progress that the school is making under Dean Blouin’s leadership and decided that if I could help further accelerate it, then all the better,” Eshelman said.

Eshelman, who has served for a decade on the school’s Board of Visitors and as an adjunct faculty member since 1981, is CEO and founder of Wilmington-based PPD Inc. It is a leading global contract research organization providing discovery, development and postapproval services as well as compound partnering programs to pharmaceutical, biotechnology, medical device, government and academic organizations.

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EANES—from page 26

of women’s health. That ambition no doubt will be boosted by her Covenant package, because Eanes’ work-study job is in the School of Medicine’s OB-GYN department. She also volunteers in the labor and delivery suites at UNC Hospitals.

“Covenant really has it together,” Eanes said of the work-study program. “It gets you experience in fields you’re interested in and really gets you plugged into the professional world, giving you all kinds of resources. I love volunteering and giving back because Carolina Covenant has given and done so much for me.

“I try and seize any opportunity to give back to the Carolina community. It’s been really incredible.”

As part of her work in the OB-GYN department, Eanes has conducted research that led her to write an academic paper that UNC medical faculty say will be published.

“She is an incredibly bright young woman with boundless energy and enthusiasm,” said Charles van der Horst, a professor in the School of Medicine and Eanes’ Covenant-provided senior faculty mentor. “I am encouraging Alisa to apply not just to medical school but to CONTINUED ON NEXT PAGE

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an M.D. Ph.D. program, and I have absolutely no doubt that not only will she become a physician but that she has the internal intestinal fortitude and intelligence to become a driving academic in medicine and faculty member to carry on the torch of the Carolina Covenant to the next generation. She’s a true star.”

Eanes’ many campus pursuits include serving as president of Tarheel Transfer, a program that helps transfer students adjust to life at UNC. Under Eanes’ watch, Tarheel Transfer has grown from just five to 150 members.

She also is vice president of one of the campus dance organizations, Modern Extension Dance Company. This allows Eanes to continue her interest in dance, which developed when she attended, through full-tuition scholarship, the Harid Conservatory in Florida.

And in summer 2008, Eanes will serve as an intern with Carolina for Kibera (CFK), which fights poverty and helps prevent violence through community-based development in the Nairobi, Kenya, slum of Kibera and beyond. Eanes will work with an empowerment program for young women and girls. CFK was founded by Rye Barcott, a 2001 Carolina graduate.

At Carolina, Eanes receives many resources and finds many avenues for nurturing her talents and passions, something she might not be able to do without the help of the Carolina Covenant.

Along with enabling UNC to accept transfer students into the program, private giving has allowed the University to expand income eligibility and add faculty mentors, career workshops, etiquette dinners, financial literacy training and an office that tracks Covenant Scholars’ academic performance, stepping in to encourage and help problem-solve as needed.

“It’s not just a scholarship,” Eanes said. “It’s a really personal program.”

Eanes is proud to be a Covenant Scholar. “The program provides a whole different group of people with the chance to attend an amazing university. I think it’s really admirable that UNC-Chapel Hill has taken such an awesome step toward equalizing opportunity for people.”

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ROBERTSON—from page 27

increasing global society who will be ready to meet the unprecedented challenges of an interdependent world.

Their dual “citizenship” avails scholars of a wealth of opportunities at both UNC and Duke. Students take classes at each school, have access to the faculty and resources, immerse themselves in student life and campus culture, join clubs, conduct research with renowned faculty, live for a semester at the other campus, and also attend cultural and sporting events. More important, Robertson Scholars benefit immensely from the differences between these two prestigious universities, learn to recognize and appreciate their many similarities as well as learn a lot about themselves in the process.

CONTINUED ON PAGE 50—ROBERTSON

Final Report 49

robertson—from page 49

The program also physically connects the campuses via the Robertson Scholars Program Express Bus, which makes the 30-minute trek up and down Tobacco Road between UNC and Duke carrying scholars as well as other students, faculty or staff to the other campus. Robertson Scholar Nick Anderson, a UNC student, says he’s gone up and down the highway on the bus too many times to count, but true to the tenets of the Robertson Scholars Program, he has learned to make the most of every minute. “I’ve learned to take advantage of the bus ride. I call home, read the newspaper or prepare for class,” he said.

“I’ve also met a lot of interesting people on the bus. In fact, I’d guess the majority of people who use the bus are not affiliated with the Robertson scholarship—they are students who have decided to take a class at the other school or professors and employees who work at one of the schools but live in the other town.”

Academics keep Anderson busy, but the program also ensures that scholars stay connected and focused through group activities such as leadership retreats and intellectual dinners where they can share their experiences, perspectives and future plans. Summer enrichment opportunities have taken Anderson, a native New Englander, to the coal fields of rural Kentucky, a small school at the foot of the Andes Mountains in Argentina, the Chilean countryside as well as downtown Durham—all in the name of service. “I have learned to be adaptable to new cultures … to become a part of them and appreciate them quickly,” he said. “Living in the coal fields of rural Kentucky was a huge change for me, but it became one of my favorite places.”

During the semester switch, scholars quite literally walk in their counterparts’ shoes. “Being a Tar Heel in Blue Devil country sure gives you perspective,” he said. “It helped me learn how to pull together teams of students across the two universities. My freshman year, I worked with three Duke students and another Carolina student to launch Rival Magazine, a publication that examines the UNC-Duke rivalry and educates students at each school about life and opportunities at the other. Now, more than 40 Duke and Carolina students who are not involved in the Robertson program work together to produce a single magazine. These are the sorts of success stories that would not have happened without the spark that the Robertson provides.”

Anderson also noted that he didn’t have to go far from his Carolina home to make a difference. “One of the most meaningful things I’ve been a part of during my college career has been the Durham Teacher Warehouse (www.crayons2calculators.org),” he said. “A Duke friend and I helped start a warehouse in downtown Durham that provides free school supplies to Durham teachers in needy classrooms. My passion for this cause was kindled freshman year after I visited E.K. Powe Elementary School as part of a project for a class at Duke. I talked to teachers who spent more than $500 out of pocket each year so their students could have markers and construction paper. I would never have known of this need without my Robertson tie to Duke. I feel a real bond to the Durham community, and it’s given me a reason to CONTINUED ON NEXT PAGE

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go into Durham, where I have met business and political leaders, visited elementary schools, and spent time downtown in the warehouse.”

Anderson is planning a career in public service. After pursuing a law degree, he hopes to devote his expertise to helping developing countries strengthen institutions that will enable grassroots economic growth. Having embraced fully the Robertson Scholarship Program philosophy of investing in future potential as well as documented achievement, he is challenging himself and his fellow scholars to reach that potential. “My hope is that someday I’ll have friends and fellow Robertson alumni who are doing incredible things in every field—medicine, non-profit, education, business, government and social entrepreneurship,” he said. “To the Robertson family and other donors, I would say: ‘Look at where these students are in 10 or 20 years and you’ll see how important your support has been not only to the future of every scholar, but also to the future of the society they are working to strengthen.’”

Stay tuned to see what the future holds for Anderson and his classmates. Chances are it’s something … extraordinary.

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RAMSEY—from page 28

reducing the size of chemical separation techniques.

“In addition to having friends and colleagues at UNC, I also liked the area—the proximity to the entrepreneurial spirit found in Research Triangle Park,” he said.

There were other suitors, but Carolina moved quickly, offering Ramsey the Minnie N. Goldby Distinguished Professorship. Established with a $666,000 gift by chemistry alumnus Steven Goldby ’61 and his wife Florence of Atherton, Calif., in honor of his mother, that amount was matched by $334,000 from the state’s Distinguished Professors Endowment Trust Fund to create a $1 million endowment.

Then came the coup de grace: Ramsey was also able to design his research group’s 5,000-square-foot, state-of-the-art lab space in Chapman Hall, part of the new Carolina Physical Science Complex.

“I had always dreamed of designing my own laboratory from the ground up,” explained Ramsey. “So to say the offer was a dream come true is not exaggeration.”

In the fall of 2006, Ramsey received a $3.8 million grant from the National Institutes of Health to further develop his lab-on-a-chip technology. He predicts that in the next five to 10 years the technology could make genetic information so inexpensive that everyone could have their DNA sequence assessed. Such information could allow health care professionals to tailor diagnosis, treatment and prevention to each person’s genetic profile.

Ramsey was one of several Carolina faculty members to establish the Carolina Center of Cancer Nanotechnology Excellence. The center’s scientists work together to quickly harness innovations in CONTINUED ON PAGE 52—RAMSEY

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Ramsey—from page 51

nanotechnology for the early diagnosis and treatment of cancer.

Ramsey said the opportunity to work with colleagues in the School of Medicine also made Carolina appealing.

“Through collaborations with medical school faculty we are identifying and developing important clinical applications for microfluidic technologies—for example, a clinical diagnostic tool that oncologists could use to quickly diagnose the effectiveness of a chemotherapy regime using a drop of blood,” Ramsey said.

“Our efforts in developing microfluidics has not only been enjoyable research, but it has also been satisfying to see commercial products that are based upon our work, and that they are being used for important problems such as drug discovery that will hopefully benefit society.”

(Editor’s note: This piece is reprinted from the Spring 2008 Carolina Arts & Sciences magazine.)

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IAH—from page 29

forums, weekly seminars to discuss critical issues facing the University and other networking opportunities.

“I’ve been fortunate over the years to have had meaningful relationships with individual professors who inspired me as a student and with entrepreneurial faculty who I worked with when I was a development officer at UNC,” said Barbara Hyde, Hyde Family Foundation president. “It was from those relationships that I came to appreciate the central, powerful impact faculty have on the University.”

As a member of the UNC Board of Trustees, Hyde said she appreciates even more deeply the importance of retaining that intellectual talent. “We’re in a very competitive market, where universities are raiding each other all the time,” Hyde said. “Great businesses know that one of their first priorities is attracting and retaining talent. The University recognizes that as well. If we lose faculty and have to go into the market to replace them, it will cost a whole lot more. It’s smarter to invest money on the front end to retain those scholars and researchers.”

Carolina First helped launch strategic investments in IAH that will pay significant dividends well into the future, including: n

A $500,000 challenge from the William R. Kenan Jr. Charitable Trust, matched with an additional $500,000 from 12 private donors, to create a $1 million endowment for faculty retention.

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A $1 million endowment to support the IAH director created through gifts from alumni and matching funds from the North Carolina Distinguished Professors Endowment Trust Fund (McGowan is the current Ruel W. Tyson Jr. Distinguished Professor).

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The Ruel Tyson Legacy Fund to assure that the IAH—deemed one of Carolina’s “priceless gems”—will continue indefinitely

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(with an original goal of $4 million, the Tyson Legacy Fund endowment currently stands at just more than $6 million and will support administrative, program, facilities and development functions that make the IAH the premier faculty enrichment program it is today).

Through these investments, the IAH will continue to serve the needs of faculty for years to come. For McGowan and his fellow faculty, it is not just about dollars and cents, but about the continued growth of an intellectual community that makes Carolina faculty better and more innovative. In his welcome on the IAH web page, he says: “A good conversation energizes and revitalizes, expanding the horizon and upsetting settled habits. In short, it educates all its participants.”

Thanks in part to Carolina First, the conversation is becoming even more exhilarating.

(Editor’s note: This piece includes excerpts from an article by Nancy E. Oates that originally appeared in the Spring 2008 Carolina Arts & Sciences magazine.)

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royster—from page 30

can be. “[Being a Royster Fellow] has enabled me to see better the specific benefits of supporting graduate education, in particular, and appreciate how difficult it is to raise funds for the support of graduate research,” she said.

At Harvard University, where Lowery is now an assistant professor in history, the graduate school has no permanent endowment and experiences significant difficulty finding funds each year to support its thousands of graduate students, Lowery said. “It’s graduate training that moves universities forward at every level,” she said. “It is gratifying to see that the Roysters and their fellow contributors recognized the importance of advancing graduate education and have chosen to invest in excellence today and in the future.”

Lowery also credits her experience as a Royster Fellow in preparing her for the rigors and rewards of becoming a junior faculty member at a huge research university. “The community of fellows helped me see beyond my own discipline into the wider academic world and helped me communicate more effectively with scholars from different backgrounds,” she said. “My experience in finding common ground among scholars from different fields has made my adjustment much easier.” Lowery is putting into practice what she learned through the Royster Society. She says she hopes to give other students with diverse interests and backgrounds the life-changing experience that she was afforded. “The Royster Society was one of the main reasons I decided to attend UNC,” she said. “During my time there, it was the thing that kept me going.”

CONTINUED ON PAGE 54—ROYSTER

Final Report 53

royster—from page 53

Carolina First created 196 graduate fellowships over the course of the effort. Since that first contribution, the Royster Society has grown to provide support for more than 160 graduate students. More than 50 students benefit from the fellowship annually. For Lowery, the Royster Fellowship helped her launch what promises to be a brilliant future in academia.

When asked how she would define the importance of private giving to Carolina, Lowery replied, “I would define it by imagining its absence—without the generosity of the Roysters and people like them, we would have no future generation of university professors and researchers. Higher education itself would be in jeopardy.”

With fellows like Lowery now at Carolina, the future looks bright, indeed.

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cooke—from page 31

Dr. Nicole Hurd, began work at UNC to implement a second part of the grant: the establishment of a national corps, also housed in the Office of Undergraduate Admissions at UNC. Both the national and individual programs target high-performing, lower-income high school students.

The College Guide Program at the University of Virginia, which was also made possible by a grant from Jack Kent Cooke, resulted in increases of 5 to 29 percentage points in college-going rates in its 14 partner schools. Carolina hopes to build on that success, meeting or exceeding those increases.

In fall 2007, four of the North Carolina advisers were already in place, serving eight schools in four counties. By August 2008, a total of nine Carolina advisers will serve 18 schools from Ahoskie to Charlotte. The program provides them training and full compensation.

Ebonie Leonard ’07 is one of those advisers. She is now helping demystify the college application process for students at Southern and Hillside high schools in Durham. Her work supplements, but doesn’t compete with, the work of guidance counselors.

“There are a lot of misconceptions in this college process,” Leonard said. “But you don’t have to be in the top 10 percent of your class to go to college.”

A sociology major, Leonard heard about the program through various sources and attended an information session hosted by UNC’s Office of Undergraduate Admissions. At the session, she learned that one of the targeted high schools in North Carolina would be her very own alma mater, Dudley High School in Greensboro.

“I just thought it was the perfect position for me,” she said. “I like that it’s a corps and that you’re not just thrown out there by yourself.

There’s so much support.”

Leonard tells her students to focus on getting to college. “It doesn’t matter where you come from and it doesn’t matter how you get there,” she said. “It just matters that you go.”

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morton—from page 32

and Agnes MacRae Morton, Hugh Morton enjoyed a special relationship with North Carolina. As a child, Morton traveled the state with his family and developed what he had described as a much fuller experience of the state. A gifted photographer with a keen eye, he was also a powerful voice when it came to issues that pitted progress and development against environmental conservation. Morton inherited Grandfather Mountain from his grandfather and namesake, Hugh MacRae, in 1952 and worked earnestly to protect the land and other tourist sites throughout the state, including Cape Hatteras Lighthouse and the sand dunes at Jockey’s Ridge, to name two. He received numerous awards, including from the White House, for his photography and environmental conservation efforts.

Morton got his start in photography, like most other activities or leadership roles he was involved in, by chance. As a teenager at summer camp, he was dubbed a junior counselor and ended up filling in for an absent photography teacher. His first assignment was for the Charlotte Observer when it needed a photo of a young golfer who was also at the camp. Morton began doing sports photos for his high school publications and then, as a freshman, for UNC student publications, including The Daily Tar Heel. Later he served as a combat cameraman in World War II for which he earned a Purple Heart and Bronze Star. Back home, he went on to photograph six presidents, numerous U.S. senators and every North Carolina governor since 1942. His photos appeared on the cover of Newsweek and were featured in Time, the Saturday Evening Post, Sports Illustrated, Collier’s, Life and National Geographic, among others.

Though he left UNC in 1942 for military service, after his return Morton rarely missed a UNC football or basketball game—a passion spanning decades. His legendary photos not only document the past, but also enable future Tar Heels to experience that past as well. Ever the dedicated Tar Heel fan and guardian of Grandfather Mountain, Morton even managed to get former UNC men’s basketball Coach Dean Smith and then-assistant Roy Williams to pose for golf pictures with his beloved Mildred the Bear. Smith said of the memory, “That made me a little nervous, but [Hugh] thought it was fun.”

Morton’s influence firmly resides in the library and in the School of Journalism and Mass Communication, where he is enshrined in the North Carolina Public Relations Hall of Fame and where a distinguished professorship will inspire future scholarship and teaching of the highest caliber. Established by Julia Morton to celebrate her husband’s life and accomplishments, the Hugh Morton Distinguished Professorship will help the school recruit or retain an outstanding educator and provide scholarly, research or instructional support for its holder.

“My main purpose for establishing this professorship is because there really is no other ‘watchdog’ standing between the citizens of North Carolina and Raleigh and Washington, so it’s important that today’s journalism students know how to ask the hard questions,” CONTINUED ON PAGE 56—MORTON

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morton—from page 55

Julia Morton said. “What’s more, I can think of no better way to honor Hugh than to enable others to experience and appreciate what he held dear—Grandfather Mountain, the state of North Carolina and the UNC experience.”

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North Carolina Foundation (the Fit Together Grant Program).

“These two organizations approached us after seeing what we were accomplishing with the RWJF-funded communities,” said Sarah Strunk, ALbD director. “We were excited by the prospect of helping to address these issues a little closer to home. We’ve learned a lot from these grantees—particularly what adjustments need to be made for this approach to succeed in rural areas.”

Outside of the state, ALbD is consulting with Blue Cross and Blue Shield of Minnesota to help translate lessons learned and build capacity among its staff in support of a new statewide grant program.

In addition, it is serving as the physical activity/built environment consultant for the W.K. Kellogg Foundation’s national Food and Fitness initiative. And soon, ALbD will begin taking its work to scale.

Recently tapped by the Robert Wood Johnson Foundation to lead Healthy Kids, Healthy Communities, a five-year, $44-million program, ALbD ultimately will support 100 more communities across the nation. The focus? To help underserved and vulnerable communities at greatest risk for childhood obesity plan for and implement changes in policies, systems and environments that increase opportunities for active living and healthy eating.

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ARTS—from page 34

include a larger lobby, grand new staircases, more restrooms, a new stage with wings, new lighting and sound systems, better accessibility for the disabled, and air conditioning.

Along with helping to fund Memorial Hall’s physical transformation, Carolina First donors made sure the venue will host top-flight performances far into the future.

The William R. Kenan Jr. Charitable Trust led the way, issuing a $5 million challenge gift to endow the Carolina Performing Arts’ programming needs. An advisory board of volunteers headed by Jim Heavner and Barb Lee led a successful effort to meet the challenge.

Major commitments included $500,000 from Luther and Cheray Hodges and $100,000 from Bill and Sara McCoy, whose lead gift established the James Moeser Fund for Artistic Excellence.

“The performing arts at Carolina have come a long way in a short time, and that’s directly attributable to the generosity of donors,” Kang said. “We’re forever grateful.”

56 Making Carolina First

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