2017-18 GIVING REPORT
“
6
Last year, LSU celebrated many accomplishments that reflect our university’s commitment to improving lives through discovery, diversity, engagement and learning. It takes every Tiger giving every year to sustain excellence and achieve even more, and our donors proved how powerful that loyalty can be. Thanks to your generosity, we surpassed our fundraising goal and raised LSU’s alumni giving rate six spots among our SEC peer group.”
SPOTS JUMP IN ALUMNI GIVING RATE AMONG OUR SEC PEER GROUP
- Robert M. Stuart Jr., chairperson of the LSU Foundation Board of Directors
TOTAL FUNDRAISING
JULY 1, 2017, THROUGH JUNE 30, 2018
$56,027,622 GIVEN TO LSU FOUNDATION
45.6%
$16.9 MILLION
13
ENDOWED GIFTS
COMMITTED THROUGH ESTATE PLANS
GIFTS OF $1 MILLION OR MORE
$99.5 MILLION given to support academics
LSUFOUNDATION.ORG
}
$56 MILLION to LSU Foundation $43.5 MILLION directly to LSU and LSU AgCenter
WINTER 2018 AND SPRING 2019 CORNERSTONE
2017-18 GIVING REPORT JULY 1, 2017, THROUGH JUNE 30, 2018
Of the $56 million given to the LSU Foundation last fiscal year:
45.28%
18.9%
ALUMNI $25,369,434
ORGANIZATIONS $10,591,555
WHO GAVE
15.09% FOUNDATIONS $8,454,831
19.27% FRIENDS $10,795,044
0.27%
1.19%
NON-ALUMNI PARENTS $151,897
HOW THEY GAVE
FACULTY AND STAFF $664,861
WHAT THEY GAVE
CASH - $20,413,130
NON-ENDOWED - $30,462,940
PLANNED GIFTS - $16,912,654
ENDOWED - $25,564,682
PLEDGES - $18,701,288 GIFTS IN KIND - $550
LSUFOUNDATION.ORG
WINTER 2018 AND SPRING 2019 CORNERSTONE
Market Value of Total Assets as of June 30, 2018
$679.1 MILLION $560.3 MILLION - LSU FOUNDATION INVESTMENT ASSETS endowed and non-endowed assets managed for the benefit of LSU and the LSU AgCenter $78.6 MILLION - OTHER LSU FOUNDATION ASSETS physical and financial assets that are not part of the pooled investment programs $40.2 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
$700 679
$650
644
$600
655 627
617
568
$550
538
533
2011
2012
$500 $450
475 446
2009
2010
2013
2014
2015
2016
2017
2018
FISCAL YEAR
LSUFOUNDATION.ORG
WINTER 2018 AND SPRING 2019 CORNERSTONE
2017-18 GIVING REPORT JULY 1, 2017, THROUGH JUNE 30, 2018
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
ASSET ALLOCATION
14.1%
FIXED INCOME/ LIQUIDITY
2017-18 RETURN
8.51%
3-YEAR ANNUALIZED
5.19%
44.2%
5-YEAR ANNUALIZED
5.28%
PUBLIC EQUITY
10-YEAR ANNUALIZED
4.61%
20.2% DIVERSIFYING STRATEGIES 21.5% PRIVATE INVESTMENTS
RETURNS FOR THE GENERAL ENDOWED PORTFOLIO OUTPACED 72 PERCENT OF OUR PEERS.
THANK YOU FOR BEING PART OF LSU’S VISION FOR LEADING LOUISIANA AND IMPACTING THE WORLD. LSU’S VISION We are committed to solving global challenges acute to Louisiana through cutting-edge research, while graduating future leaders equipped with the ability, skills and desire to make positive contributions to the world.
LEADING LOUISIANA Louisiana's most urgent and compelling concerns in education, health, wellness, culture, coastal resilience and economic development cannot be solved without LSU's human capital.
IMPACTING THE WORLD Our commitment to LSU is a commitment to each other, and to advancing the greater good for our entire world.
LSU’S STRATEGIC CHALLENGES
Advancing Arts and Culture
LSUFOUNDATION.ORG
Bridging the Coast, Energy and Environment
Fostering Research and Catalyzing Economic Development
WINTER 2018 AND SPRING 2019 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 30.7%
2017-18 RETURN
6.83%
3-YEAR ANNUALIZED
6.08%
5-YEAR ANNUALIZED
6.83%
10-YEAR ANNUALIZED
5.63%
FIXED INCOME/ LIQUIDITY
54.2% PUBLIC EQUITY
10.1% DIVERSIFYING STRATEGIES
5.0% PRIVATE INVESTMENTS
LSU educates the future leaders, thinkers and doers in every industry. We are true to our promise of being Louisiana’s state university. Just last year, we celebrated:
11
straight years in top tier of U.S. News & World Report’s “Best National Universities”
70
percent of students graduating with zero debt
14
new species discovered by LSU researchers
91
places jumped in the Wall Street Journal/Times Higher Education College Rankings for 2019
25
Forbes’ Top Colleges that Dominate Academically and Athletically ranking
Improving Health and Well-being
LSUFOUNDATION.ORG
6,497
Transforming Education
degrees awarded
Developing Leaders
WINTER 2018 AND SPRING 2019 CORNERSTONE
OUTCOMES THAT MATTER There is no shortage of pride in the LSU community, and for good reason. At LSU, we’re driven by outcomes that matter. Donors are our greatest champions for making an outstanding education accessible and affordable—and that’s the most important way we deliver on our promise of being Louisiana’s state university. Here are just a handful of the milestones you made possible last year.
RANKED IN TOP HALF OF FLAGSHIP UNIVERSITIES FOR BOTH EARLY AND MID-CAREER EARNINGS
SCHOOL OF VETERINARY MEDICINE IS ONE OF U.S.’S TOP BIOMEDICAL RESEARCH FACILITIES
CONSISTENTLY RANKED A BEST-VALUE LAW SCHOOL
ARCHITECTURE PROFESSOR NAMED ONE OF TOP 13 FEMALE ARCHITECTS IN THE WORLD
BUILT NATION’S LARGEST WORKING MODEL OF THE MISSISSIPPI RIVER TO ADDRESS COASTAL LAND LOSS
ENGINEERING SENIORS BUILT A BEACH-ACCESSIBLE WHEELCHAIR
PUBLIC RELATIONS STUDENTS WON THE NATION’S TOP STUDENT COMPETITION, CREATING A CAMPAIGN FOCUSED ON SURVIVING PEDIATRIC CANCER
SCIENTISTS FOUND CLUES IN LIZARD BLOOD THAT MAY LEAD TO CURES FOR MALARIA AND OTHER DISEASES
DOCTOR OF MUSICAL ARTS STUDENT EARNED FIRST PRIZE AT 45TH NATIONAL ASSOCIATION OF TEACHERS OF SINGING ARTIST AWARDS COMPETITION
NEIGHBORHOOD ARTS PROJECT PROVIDED 5,200 EXPERIENCES FOR BATON ROUGE YOUTH
LSUFOUNDATION.ORG
LIBRARIES HOSTED 1.1 MILLION VISITS
WINTER 2018 AND SPRING 2019 CORNERSTONE