2016-17 GIVING REPORT Last year, your generosity enhanced the student experience, provided working capital to recruit and retain world-class faculty and staff, supported life-changing research and drove economic development. Thank you for fueling LSU’s success in and out of the classroom.
TOTAL FUNDRAISING
JULY 1, 2016, THROUGH JUNE 30, 2017
$50,913,571 GIVEN TO LSU FOUNDATION
4,585
$3,789,019
FIRST-TIME DONORS
GIVEN BY FIRST-TIME DONORS
$58.7 MILLION given to support academics
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134% IN DOLLARS RAISED THROUGH GIFTS OF $1 MILLION OR MORE
$50.9 MILLION to LSU Foundation $7.8 MILLION directly to LSU and LSU AgCenter
Nothing is more critically important to LSU’s continued success than meeting our philanthropic potential year after year. LSU is a great investment for our donors, with a return that improves lives here in Louisiana and worldwide.” - Robert M. Stuart Jr., Chairperson of the LSU Foundation Board of Directors
LSUFOUNDATION.ORG
WINTER 2017 AND SPRING 2018 CORNERSTONE
2016-17 GIVING REPORT JULY 1, 2016, THROUGH JUNE 30, 2017
Of the $50.9 million given to the LSU Foundation last fiscal year:
19.7%
56%
ORGANIZATIONS $10,021,237
ALUMNI $28,505,505
12.6%
WHO GAVE
FOUNDATIONS $6,415,553
10.6% FRIENDS $5,399,735
0.5%
0.6%
NON-ALUMNI PARENTS $269,663
HOW THEY GAVE
FACULTY AND STAFF $301,878
WHAT THEY GAVE
CASH - $21,321,563
NON-ENDOWED - $34,388,621
PLANNED GIFTS - $16,927,642
ENDOWED - $16,524,951
PLEDGES - $12,625,936 GIFTS IN KIND - $38,430
LSUFOUNDATION.ORG
WINTER 2017 AND SPRING 2018 CORNERSTONE
Market Value of Total Assets as of June 30, 2017
$654.5 MILLION $512.2 MILLION - LSU FOUNDATION INVESTMENT ASSETS endowed and non-endowed assets managed for the benefit of LSU and the LSU AgCenter $103.2 MILLION - OTHER LSU FOUNDATION ASSETS physical and financial assets that are not part of the pooled investment programs $39.1 MILLION - INVESTMENT ASSETS MANAGED ON BEHALF OF OTHER LSU SUPPORT ORGANIZATIONS endowed and non-endowed funds managed on behalf of LSU-Alexandria Foundation, LSU-Eunice Foundation and Tiger Athletic Foundation
Market Value of Total Assets: 10-year Snapshot The LSU Foundation’s fiscal year begins July 1 and concludes the following June 30.
rounded to nearest million
DOLLARS IN MILLIONS
$650
644
$600
627
617
568
$550 $500
655
538
533
2011
2012
511 475
$450
446
$400 2008
2009
2010
2013
2014
2015
2016
2017
FISCAL YEAR
LSUFOUNDATION.ORG
WINTER 2017 AND SPRING 2018 CORNERSTONE
2016-17 GIVING REPORT JULY 1, 2016, THROUGH JUNE 30, 2017
General Endowed Portfolio: Investment Performance and Asset Allocation
This investment portfolio is composed of endowment gifts directed by donors. It is managed by CA Capital Management, with high-level oversight by the Investment Committee of the LSU Foundation Board of Directors. PORTFOLIO RETURNS 2016-17 RETURN
ASSET ALLOCATION
12.55%
3-YEAR ANNUALIZED
17.4%
FIXED INCOME/ LIQUIDITY
2.26%
49.8%
5-YEAR ANNUALIZED
5.64%
PUBLIC EQUITY
10-YEAR ANNUALIZED
3.24%
15.92% DIVERSIFYING STRATEGIES 16.88% PRIVATE INVESTMENTS
GIFTS TO SUPPORT STUDENTS TODAY … } Dr. Amanda Staiano Assistant Professor and Director of the Pediatric Obesity & Health Behavior Laboratory LSU's Pennington Biomedical Research Center
LSU offered Dr. Staiano competitive scholarships, heavily influencing her decision to attend LSU.
She was part of the Ogden Honors College, which afforded her unique opportunities to conduct undergraduate research.
Now, she’s a world-renowned research scientist making a difference in the lives of children by using technology to combat childhood obesity.
She continued her education at Georgetown University, then was recruited back to LSU’s Pennington Biomedical Research Center in her hometown of Baton Rouge.
EMPOWER LSU TO LEAD LOUISIANA AND IMPACT THE WORLD.
LSUFOUNDATION.ORG
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WINTER 2017 AND SPRING 2018 CORNERSTONE
LAST YEAR, $16.7 MILLION IN ENDOWMENT FUNDING WAS MADE AVAILABLE TO LSU TO SPEND IN SUPPORT OF PEOPLE AND PROGRAMS CAMPUS-WIDE.
Board of Regents Support Fund Portfolio
This investment portfolio is composed of endowment gifts matched through the Board of Regents’ matching program for chairs, professorships and scholarships, as well as of the related matching funds received from the state. It is also managed by CA Capital Management. PORTFOLIO RETURNS
ASSET ALLOCATION
32.16%
FIXED INCOME/ LIQUIDITY
2016-17 RETURN
11.85%
3-YEAR ANNUALIZED
4.49%
55.31%
5-YEAR ANNUALIZED
7.72%
PUBLIC EQUITY
10-YEAR ANNUALIZED
4.29%
7.03% DIVERSIFYING STRATEGIES 5.5% PRIVATE INVESTMENTS
GIFTS TO SUPPORT FACULTY TODAY … } Dr. Sam Bentley Associate Dean for Research and Professor Department of Geology & Geophysics LSU College of Science
Dr. Bentley holds the Billy and Ann Harrison Chair in Sedimentary Geology.
This prestigious chair is one of the reasons LSU could recruit and hire him.
He and his students provide solutions for Mississippi Delta restoration, preserving an ecosystem value of $300 million per day.
He led the reorganization and three-fold expansion of the LSU Coastal Studies Institute and is now associate dean for research in the College of Science.
EMPOWER LSU TO LEAD LOUISIANA AND IMPACT THE WORLD.
LSUFOUNDATION.ORG
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WINTER 2017 AND SPRING 2018 CORNERSTONE
2016-17 GIVING REPORT JULY 1, 2016, THROUGH JUNE 30, 2017
Annual Giving Highlight
LSU Annual Giving donors provide critical unrestricted support campus-wide. Last year, we launched a new LSU Annual Giving program–and donors responded in a big way …
GIFTS UP TO
$25,000
FOCUS OF LSU ANNUAL GIVING PROGRAM
13,479 LSU ANNUAL GIVING DONORS
3,219 MORE ANNUAL DONORS THAN THE PREVIOUS YEAR
7,989
3,510
1,686
alumni
friends
parents
92
funds supported
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31,000 STUDENTS
BENEFITING
1,300 FACULTY 235+ MAJORS
Last year, 80 percent our donors’ gifts were $250 or less. Together, Tigers gave $58.7 million in support of academics campus-wide. THANK YOU FOR INVESTING IN LSU.
LSUFOUNDATION.ORG
WINTER 2017 AND SPRING 2018 CORNERSTONE