2020IMPACTREPORT WE ARE FIELDING
Fielding Graduate University
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Contents 4 Board of Trustees
10 School of Leadership Studies
5 Welcome Message
11 Program Funds & Alumni Awards
6 Reasons To Support
12 Urgent Needs
7 Philanthropic Impact 2019
14 Naming Opportunities
8 Scholarships & Funds
16 Planned Giving
9 School of Psychology
18 Donor List
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Office of Development 2020 Impact Report
BOARD OF TRUSTEES Karen Smith Bogart, PhD, Chair Trustee Emeriti Garry Wagenheim, PhD, Vice Chair Karin Bunnell, PhD Nancy Baker, PhD, Treasurer Michael B. Goldstein, JD Patricia Zell, JD, Secretary Russ Goodman, MBA Katrina S. Rogers, PhD, President, Ex-officio Bo Gyllenpalm, PhD Dorothy Agger-Gupta, PhD Linda Honold, PhD Michael Ali, PhD Nancy E. Markle, MA Manley A. Begay, EdD Fred Phillips, PsyD* John Bennett, PhD Margarita Rosenthal, PhD* MB Bettencourt Connie Shafran, PhD Keith Earley, PhD, JD Nancy S. Shapiro, PhD Zabrina Epps, MPM Michael Goldstein, JD *deceased Russ Goodman, MBA Anthony Greene, PhD MISSION Elizabeth A. Hardy, PhD Judith H. Katz, EdD We provide exemplary interdisciplinary programs for a community of Maria Viola Sanchez, MA scholar-practitioners within a distributed learning model grounded in student-driven inquiry and leading to enhanced knowledge. Connie Shafran, PhD
VISION
Educating leaders, scholars, and practitioners for a more just and sustainable world.
LETTER FROM PRESIDENT & BOARD CHAIR Warm greetings from Fielding Graduate University! We are excited to share with you this report highlighting the impact of your generous giving to Fielding. In it, you will find information regarding donor-funded scholarships and programs, hear from scholarship recipients, and learn how your support of Fielding has made a substantial contribution to the achievement of its mission and vision. Tuition alone does not provide for a robust academic learning environment. Thanks to your generosity, Fielding did not increase tuition this year and continued to provide student scholarships, fund faculty and student research, and support the university’s development and innovation processes. This advanced the university’s broader mission in an uncertain time in the world. You continue to make a huge difference in the life of Fielding and its students, faculty and staff ! Thank you sincerely. Best wishes,
Katrina S. Rogers, PhD President
Karen Smith Bogart, PhD 2013 HOD alum & Board Chair
CHANGE THE WORLD. START WITH YOURS. 5
Office of Development 2020 Impact Report
Your Gift Provides Access.
Quality education is expensive. Scholarships make education possible for many who would not otherwise have the opportunity to pursue their goals, and have their voices heard.
5 REASONS TO SUPPORT FIELDING
Fielding’s Mission Matters.
Your gift supports Fielding’s innovative approach to education, and its mission.
Insights into Fielding.
Your annual contribution gives you access to Fielding news, publications, and updates on the funds and scholarships you support at the university.
Tax Benefits in Canada and the U.S.
Research Fosters Change.
Your support enables more faculty-lead collaborative and community-based research, which in turn promotes positive social change.
Your charitable contribution to Fielding is tax-deductible. There are many ways you can make a gift to Fielding, while also benefitting from it.
Fielding Graduate University
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YOUR PHILANTHROPIC IMPACT 2019
$12.8M
January 1, 2019 to December 31, 2019
$462,506.22 in scholarship funds awarded
$12,797,000 in charitable gifts received since Fielding’s founding in 1974
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number of students
scholarship programs available
60% 40%
980
273
scholarships
67 scholarships: donor-funded 206 scholarships: Fielding-funded*
low income students
173
of scholarships requests that are funded
students received scholarships
49 unique individuals received donor-funded scholarships 154 unique individuals received Fielding-funded scholarships*
* i.e., Provost Achievement, Fielding Research Grant, Navajo Cohort Memorandum of Understanding (MOU), and Historically Black Colleges and Universities (HBCU) Scholarships
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Office of Development 2020 Impact Report
SCHOLARSHIPS AND FUNDS
Endowed Funds
Funds in which donor gifts are invested. Per Fielding policy, the set spending is equal to 4% of the portfolio value on a rolling twelve quarter basis, as of June 30th of the next fiscal year.
Here is a summary of all funds, their balances, and the funds available to award.
Restricted Funds
You’ll see scholarships for research and programs, both endowed and non-endowed, named and unnamed, for long range endeavors or short-term urgent needs, and more.
Funds available for set period of time with a purpose identified by the donors.
UNIVERSITY-WIDE SCHOLARSHIP FUNDS Fund Balance $3,800
$ Available to Award Annually varies
$68,500 $1,500 $1,403 $105,000 $40,774 $3,650 $29,250 $237,200
$2,700 $2,000 $500 $4,200 $1,400 $2,400 $1,300 $9,800
Nancy Wermuth Frankie Memorial Alumni Award Price-Mitchell Endowed Fund
$2,500 not hosted at Fielding
$2,500 $3,000
The McClintock-Wilburn Family Fund in Leadership The deJonge LGBTQ/Allies Scholarship The Laura and Mike de Jonge Endowed Scholarship for Canadian Students
$28,500 not hosted at Fielding
$1,300 not hosted at Fielding
not hosted at Fielding
not hosted at Fielding
$47,500
$2,000
Advancement Scholarship Carrie C. Won and Dr. Lee Mahon Endowed Scholarship Chair of the Board Scholarship Ethnic Minority Dissertation Scholarship Frederic M. Hudson Endowed Scholarship LaNelle & Dennis Ford Endowed Scholarship Sustainability Leadership Scholarship Margaret Rudolf Endowed International Scholarship Michael & Jinny Goldstein Endowed Board Scholarship
Wagenheim Endowed Scholarship for International Students Fielding Graduate University
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SCHOOL OF PSYCHOLOGY SCHOLARSHIPS (CLINICAL PSYCHOLOGY, INFTANT AND EARLY CHIDHOOD DEVELOPMENT, AND MEDIA PSYCHOLOGY PROGRAMS) Dr. Dori Pelz-Sherman Memorial Scholarship Ernestine Magagna Baker Endowed Scholarship Frieda Fromm-Reichmann Award Fritz Perls Scholarship In Psychology Jerry Nims Graduate Student Scholarship Kjell Rudestam Honorary Award Magic Feet Scholarship Patricia M. Hodges Scholarship in Psychology Stephen Ruffins Memorial Scholarship The Michael R. Neal Memorial Award The Dr. Sherry L. Hatcher Honorary Scholarship, Endowed by Dr. Elizabeth A. Hardy and Mr. Rick Omlor Will Kouw Award
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Fund Balance $11,750 $279,350 $45,350 $12,100 $27,282 $13,600 $10,900 $25,860 $28,366 $2,200
$ Available to Award Annually $2,000 $12,280 $1,950 varies, bi-annual $1,000 $2,000 varies/average award is $500 $1,100 $1,500 award to six students varies/average award is $500
$108,337 $22,505
varies/average award is $2,000 bi-annual, $2,500
Office of Development 2020 Impact Report
SCHOOL OF LEADERSHIP STUDIES (EDD LEADERSHIP FOR CHANGE & HUMAN AND ORGNAIZATIONAL DEVELOPMENT) Bushnell Endowed Scholarship for Organizational & Social Change Charlie and Edie Seashore Organizational Diversity & Change Scholarship
$ Available to Award Annually
$86,500
$3,600
$28,450 $1,000 $48,800 $1,800 $30,575 not available for award at this time $1,300 varies $8,687 varies $14,255 varies $9,700 $4,000
Coordinated Management of Meaning Scholarship Dolores Bunnell Scholarship ELC Scholarship Human & Organizational Development Scholarship Institute for Social Innovation (ISI) Scholarship Judith Stevens-Long Scholarship
Fielding Graduate University
Fund Balance
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PROGRAM FUNDS Alonso Center for Psychodynamic Studies Fielding Endowment Fielding Visiting Scholars Endowed Fund Creative Longevity, Wisdom, and Positive Aging Scholarship ELC Program Fund HOD Program Fund Louis & Adele Osherson Fellowship Malcolm Knowles Chair in Adult Learning Psychology Honors Fund President Katrina S. Rogers Faculty Research Fund School of Psychology Program Fund Valerie Bentz Endowed Fund for Mindful Inquiry and Transformative Phenomenology William & Audrey Maehl Research Grant Awards Fund
Fund Balance $282,000 $1,122,450 $87,500 $6,900 $4,000 $1,783 $57,700 $174,000 $62,000 $20,000 $27,200
$ Available to Award Annually varies varies $3,700 varies varies varies $24,600 $7,400 $2,600 $9,100 varies
$21,000 $46,066
$400 varies
Annual Fund, Alumni Association Fund, Dianne Kipnes Library, Guilarte-Manning-Rosenthal Fund,Marie Fielder Center, President’s Discretionary Fund, Provost’s Discretionary Fund
Additional programs that require annual fundraising, single-donor funded funds:
ALUMNI AWARD FUNDS Fund Balance $260,000 $21,800 $2,500
Dianne Kipnes Endowed Fund for Social Innovation Elizabeth Douvan Alumni Award Nancy Wermuth Franke Memorial Alumni Award
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$ Available to Award Annually $11,000 $2,000 $2,500
Office of Development 2020 Impact Report
Change the world. Start with yours.
Fielding Graduate University
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URGENT NEEDS Considering a gift to Fielding, but not sure where to apply your gift? Several funds are in need of immediate support.
Advancement Scholarship Helps students who are near graduation, but face financial circumstances that prevent them from degree completion. Established by Fielding’s Board of Trustees. Total funds currently remaining for awards: $5,000. Award size: varies, up to $5,000.
Ethnic Minority Dissertation Scholarship Annual award for doctoral students who have completed a dissertation draft on a topic related to historically underrepresented groups. Total funds currently remaining for awards: $1,403. Award size: $500.
Chair of the Board Scholarship Supports students who are current members of their program’s student governance team. Fielding President Katrina S. Rogers matches gifts up to $1,000. Total funds currently remaining for awards: $1,500, award size: $2,000.
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Annual Fund Raised each year to use where the university has the most need, this fund could be for student and faculty research, to upgrade systems, infrastructure, or urgent needs that arise during the year. Annual fundraising goal: $45,000.
Office of Development 2020 Impact Report
“Your gift supports the completion of my dissertation this year. I hope my research will further the discourse on equity and public education. Your investment in my scholarly contribution means so much.” – Zabrina Epps, doctoral student, Human and Organizational Development; student-trustee on the Board of Trustees
NAMING OPPORTUNITIES NEW: Endowed Chair
“I believe that where we place our finances often indicates our priorities. Therefore, with this belief system, your financial support sends me a significant vote of confidence. I truly am grateful!” – Sharon Gainforth, PhD 2020 graduate
Establishes an endowment to for a faculty position, to fund salary and research. Be the first to create an endowed chair at Fielding.
NEW: Named Scholarship for Master’s and Certificate Programs
Ensure the legacy of your family or a beloved faculty member for generations to come by being the first to establish a scholarship in any of our master’s or certificate programs. “This scholarship strengthens my commitment to create content to expand awareness, further the discourse, and seek pragmatic resolutions to historical social injustices.” – Lugene Kennebrew, doctoral student, Leadership for Change
Fielding Intensive
Support faculty, students, and alumni to explore research of your area of interest at one of Fielding’s sponsored regional workshop or to organize one of their own.
Project Funding
Support university program work, emergent technology opportunities, and research with a gift that will carry your name.
“As a first-generation college student, higher education would not be possible for me without the generosity of scholarships like this one. Thank you for recognizing my hard work academically and my dedication as a caregiver.” — Erinn Cameron, doctoral student, Clinical Psychology
Writing Center
Name this vital resource for students, including individual writing coach, live and recorded webinars, videos, and a selfdirected writing course developed by Fielding faculty. The expansion of student services our students, particularly the enhancement of academic writing quality, is a university priority.
Fielding Graduate University
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NEW DONOR SERVICES Matching Gift Campaigns to support causes you love. Want to make Fielding gift in support of a cause close to your heart? We help you rally your community. For donors of $10,000 or more, we create a customized fundraising campaign which reaches out to the Fielding community to double your impact. A giving campaign in celebration of a significant anniversary or in memory of or in honor of someone special in your life. We create a custom online fundraising campaign to raise funds that support your favorite cause at Fielding.
The Nancy Wermuth Francke Memorial Alumni Award
Nancy Wermuth Francke
In honor and memory of her sister, Fielding HOD alum, Barb Mather, PhD, established the Nancy Wermuth Francke Memorial Alumni Award to support a recent Fielding graduate who is working in the area of health education, with a particular desire to serve women, the underprivileged or undereducated. The Wermuth family, Dr. Mather’s colleagues, and Fielding alumni participated, with Dr. Mather matching funds for every additional gift. More than $2,500 was raised for this new award.
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Office of Development 2020 Impact Report
HELP SUSTAIN FIELDING WITH A PLANNED GIFT A planned gift is a charitable donation arranged during a donor’s lifetime, to be made available to Fielding at a later date. These vitally important contributions to the Founders Circle help sustain Fielding into the future. Founders Circle gifts are most often bequests made in a will or trust. Some planned gifts, such as a charitable remainder trust, allow donors to receive current tax benefits and an income for life.
Planned gifts are flexible:
• Alter your plans at any time • Structure your gift in various ways: specific amount, piece of property, or percentage of your estate • Retain control over assets you may need
Consult with your estate advisor about what is most beneficial for you and your portfolio of assets. Often, a planned gift to Fielding greatly reduce the tax implications of passing assets on to your heirs.
Founders Circle Benefits
• Free annual publication such as Fielding University Press monographs. • Personal meetings with updates from members of the University Leadership Team • Invitations to Fielding special events • Recognition in university publications such as the Fielding Impact Report and FOCUS Magazine, among others
Fielding Graduate University
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“Fielding’s emphasis on social and ecological justice inspired
me to give regularly and to set
up a planned gift. Fielding seeks to bring the world’s societies
into better, more sustainable
alignment with themselves and with the natural world – I wish to be a part of that.”
— Nicola Smith, JD, MBA
doctoral faculty Educational Leadership for Change
Continue Your Connection to FIELDING As a member of the Fielding Alumni Association, you connect with your Fielding friends and make new ones. Your membership supports vital resources our community relies upon, such as an alumni directory, interactive locator map, job board, alumni library, discounts on continuing education offerings, and more. Membership open to alumni, faculty, students, staff, trustees, and faculty and trustee emeriti.
Questions? Contact Hilary Molina at alumnirelations@fielding.edu.
ALUMNI A S S O C I AT I O N Learn more and join today at Alumni.Fielding.edu
Donor List
Fielding Lead Supporters as of May 31, 2020 Thank you for your generous support!
$1,000,000+
Pamela McLean, PhD, & The McLean-Hudson
Nicola Smith, JD
$14,999-$10,000
Dianne Kipnes, PhD, & Irv Kipnes
Montecito Bank & Trust
Judith Stevens-Long, PhD, & Larry Severance
John Bennett, PhD
John H. Gladfelter, PhD* Sara Miller McCune Nancy Moss, PhD Sue Reamer, PhD
Family
Staples Foundation for Learning, Inc.
Margarita* & Herbert Rosenthal*
Leslie & Richard Stone, Stone Family Fund
Santa Barbara Foundation
Orlando L. Taylor, PhD
Constance Shafran, PhD, & Jay Shafran, JD
Lynda Won-Chung, JD
$250,000+
$49,999-$25,000
$24,999-$15,000
Nancy Baker, PhD, ABPP; Cathy Hauer,
The Edward & Gladys Baker Foundation
Debra Bendell-Estroff, PhD, &
Navajo Nation
& C. Edwin Baker 2001 Trust $249,999-$100,000
Anne Alonso, PhD,* & Ramon Alonso* Anonymous
Michele Bettencourt & Karin Bunnell, PhD Cathleen & Michael Corey Kathy Geller, PhD
Jinny & Michael B. Goldstein, JD
Elizabeth A. Hardy, PhD, & Rick Omlor The James Irvine Foundation Kellogg (W.K). Foundation Nancy Markle
Charles McClintock, PhD, & Carol Wilburn Sally Peterson, PhD
Katrina S. Rogers, PhD, & William A. Cherry, PhD UniHealth Foundation
Gary Wagenheim, PhD $99,999-$50,000
Suzanne Baer, PhD
Brico Fund, Global Water Center Leila & David Carpenter
Anna DiStefano, EdD, & Deborah Karoff Bo Gyllenpalm, PhD Frank R. Jankovitz*
Fielding Graduate University
Pauline Albert, PhD
Adams Legacy Foundation, Inc.
Marvin (Lee) Barnes, PhD
Ron Estroff, PhD
Karen Smith Bogart, PhD, & Zac Bogart
Marguerite Callaway, MS
Don D. Bushnell, PhD
Margaret Cooper
Tracy Gibbons, PhD
Deckers Outdoor Corporation
Cantor Kay Greenwald & Leland Greenwald
Keith Earley, PhD
Cynthia Harris, MD*
Tiffany Field, PhD
Joyce & Lenneal Henderson, Jr., PhD
GlaxoSmithKline
Patricia Hodges, PhD*
Donna & Russell Goodman, MBA
Linda Honold, PhD, & Reynolds Honold
Kimberly Harrison, PhD, & Don Harrison
Kerul Kassel, PhD
Leo Johnson, EdD*
Robert E. Kinsinger, EdD*
Judith Katz, EdD, & David Levine
Anne Kratz, MA, & John LaPuma
Audrey & William Maehl, PhD
Judith Kuipers, PhD
Susan Mazer-Smith, PhD
James Lazarus, PhD, The Gladys & Ralph
Eileen (Morgan) Morgan, PhD
Lazarus Foundation
Weston Milliken, PhD
Rochelle Levit, PhD, & Max Levit
Paul Pearson, PhD
Lee Mahon, EdD*
The Rockefeller Foundation
Joyce Menschel
Sage Scheer, PhD
Yakko & Richard S. Meyers, PhD
Stephanie Simonton-Atchley, PhD
Mary Lou Michael, PhD, & Steve Michael
Margaret Sirot, MS, & Robert Hable
Terri & James Muren
Starlight Children’s Foundation
Patricia Oelrich, PhD
Ronald J. Stratten, MS
Pfizer Foundation
Manuela Waddell, PhD
Louis Osherson*
Latham Williams, JD
Kathleen Randolph, PhD, & John Randolph
Margaret Rudolf, PhD, & Dana Vanier, PhD Edith & Charles Seashore*
Association for the Treatment of Sexual Abusers Dorothy Blackmore, EdD* Jill Bond Caire, PhD*
California Charter Schools Association
Laura de Jonge, PhD, & Mike de Jonge
Kathleen Edwards, PhD, & George Edwards Joy & Alan Ferguson LaNelle Ford, PsyD* Full Circle Living
Carolyn & Ronald A. Giannetti, PhD Joseph Handlon, PhD*
Sherry Hatcher, PhD, & Robert Hatcher, PhD Ruth Hochberg, PhD Hutton Foundation Miriam Kassel
Malcolm Knowles, PhD* Will Kouw, PhD*
Carla Magdal & Simon C. Baitler Larraine Matusak, PhD Rita A. Novitt
Patricia Palleschi, PhD, & Garry Hart Barbara & Nolan Penn, PhD
The Louis & Harold Price Foundation, Inc. Joan Read, PhD
Kjell Rudestam, PhD, & Janice Rudestam, PhD Nancy Shaw, PsyD & Paul Shaw, PsyD
Marie Sonnet, PhD, & Robert Berklich Kathy Tiner, PhD
The Towbes Group Inc.
Ilene Wasserman, PhD, & Mark Taylor Leslie Wheeler, PhD
Mary Frances Winters, MBA Alan Yurman * Deceased
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IT ALL COMES DOWN TO YOU and WE THANK YOU
Katie Leahy, Development Associate & Elena Nicklasson, Director of Development
How to Make a Gift to Fielding Online using a credit card: Visit Giving.Fielding.edu By mail with a check: Make out your check to “Fielding Graduate University” Include instructions about your preferred gift designation fund in “Memo” on your check or in separate document Mail to: Office of Development Fielding Graduate University, 2020 De la Vina Street, Santa Barbara, CA 93105 For gifts of stocks, securities, and bank transfers: Visit Giving.Fielding.edu or contact us directly (giving@fielding.edu)
Your gifts ultimately reflect your love for Fielding and your willingness to invest in its students who are committed to make this world a better place. Do you want social change? Continue your support of Fielding! Ask us how. We are here to help identify the gift that works best for you. Contact us: 805.898.2926 or giving@fielding.edu.
Thank you for your support of Fielding! Office of Development Fielding Graduate University 2020 De la Vina Street | Santa Barbara, CA 93105 Giving.Fielding.edu
giving@fielding.edu | 805.898.2926
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