Annual Report

1Your Legacy. Our Future.

Your Legacy. Our Future.

Gift Planning Annual Report FY 09/10For those committed to supporting the University of South Florida

through their estates and other planned gifts

2 Gift Planning Annual Report FY 20102 Gift Planning Annual Report FY 2010

USF Foundation Statement of Purpose

The USF Foundation is a private, not-for-profit corporation

chartered pursuant to Florida law as the legal conduit for

the solicitation, acceptance, investment and distribution of

all private gifts made to the University of South Florida.

The USF Foundation promotes higher education in general,

and specifically encourages the advancement of teaching,

research and public service through private support for the

University’s academic and student development endeavors.

3Your Legacy. Our Future.3Your Legacy. Our Future.

Dear Friends,

Planned giving at USF has become an

increasingly important way for donors

to accomplish goals that are meaningful

to them. Whether it’s Martha Politz’s

bequest that is providing resources

to improve research facilities for the

discovery of the causes and cure for

Alzheimer’s disease; Ann Cook’s plan to establish a fund that will allow graduate

students in education the opportunity to learn outside of the classroom setting; or

Barbara Ningard’s use of trust proceeds to honor her parents and help others with the

challenges of caring for aging family members, bequests and other types of planned

gifts are making USF a place where donors’ and beneficiaries’ hopes align.

Because planned gifts are so important to the future of the University System, we

think it’s important to give you a few examples of how gifts have been designed to

meet both personal and philanthropic goals. And, because of the tremendous growth

of planned giving commitments, we want you to see the potential that this way of

giving represents for USF.

We hope you enjoy the information contained in this report. The Foundation Office of

Gift Planning exists to help you identify and articulate your goals for giving and to find

a way to realize those objectives at USF. We are grateful for your support and value

our relationship with you. Along with Michael James and Prenchelle Billue, I welcome

your questions, comments and suggestions. Please don’t hesitate to contact us at

(813) 974-1570.

Best wishes ,

Kelly E. Ritrievi, J.D.

Senior Director of Development

Gift Planning and Women in Leadership & Philanthropy

4 Gift Planning Annual Report FY 2010

Connecting Your Legacy with Our Future

Gift planning connects people — those who believe in and support the USF System’s mission

and those whose lives are changed because of their gifts.

Planned giving donors understand the System’s mission and goals and have the desire to

help achieve those goals in ways that are meaningful to them. They entrust their gifts to the

Foundation to ensure that their wishes are carried out. Their generous spirit and thoughtful

planning is an act of hope for the future.

Those who benefit from these special gifts are as diverse as those who give. They are

students who may once have thought higher education to be out of reach; researchers who

aspire to endeavors requiring more intricate and collaborative assistance; people who depend

on advanced healthcare services and skilled healers; athletes who rely on open fields and

vast arenas on which to train and compete; and residents who search for knowledgeable

professionals who can make a difference in their worlds.

We celebrate in these pages the connection between people who want to share their legacy

with those at USF who seek better things. It is that link that helps ensure a strong future for

all of us. Connected by one person’s legacy, a bright future is made possible for another.

CumuLAtive CuRRent PLAnned GiFts bY sOuRCe (1981-2010)

source # % market value

bequests 133 47% $45,831,581

Other 92 33% 35,238,986

Outright 20 7% 13,244,304

Gift Annuities 21 7% 1,257,124

Remainder trusts 13 5% 12,502,764

Lead trusts 2 1% 689,000

total 281 100% $108,763,759

bequests

Other

Outright

Gift Annuities

Remainder trusts

Lead trusts


Gift Planning Makes a Difference

The strategic goals of the University of South Florida are bold and ambitious. Each day,

throughout USF, planned gifts help make these goals attainable. As a result, USF has risen

in performance and rankings as the country’s fastest growing research university. USF is

committed to the following goals:

GOAL I:Expanding world-class interdisciplinary research, creative and scholarly endeavors

GOAL II:Promoting globally competitive undergraduate, graduate and professional programs that

support interdisciplinary inquiry, intellectual development, knowledge and skill acquisition, and

student success through a diverse, fully-engaged, learner-centered campus environment

GOAL III:Expanding local and global engagement initiatives to strengthen and sustain healthy

communities and to improve the quality of life

GOAL IV:Enhancing all sources of revenue, and maximizing effectiveness in business practices and

financial management to establish a strong and sustainable economic base in support of

USF’s growth

FY’10 neW GiFts bY sOuRCe (7/1/09 tO 6/30/2010)

Gift source # % market value

bequests 15 75% $6,910,385

Other 3 15% $368,581

Gift Annuities 2 10% $110,000

total 20 100% $7,406,966

bequestsOther

Gift Annuities


Turning The Tide In Public Education

As the middle child of a Russian immigrant family, David C. Anchin grew up in

New York. His father’s philosophy on the value of education --- that it is the one

thing that could never be taken away --- motivated David to a lifelong pursuit

of learning and ultimately to repay such a gift by dedicating his retirement to

improving the public educational system. The David C. Anchin Center stands

today as an integral part of the USF College of Education and as a testimony to

David and Anne’s commitment.

David Anchin earned degrees in accountancy and law and forged a successful

career in New York as a certified public accountant and attorney. After he

and his wife, Anne, retired and relocated to Sarasota, Florida, David turned his

attention to making a difference in the Sarasota public schools, developing a Life

Skills program to address his concerns for at-risk students. It was this program

-- eventually mandated statewide in Florida -- that captured the attention of

leaders at USF. A partnership was formed with David on behalf of the College of

Education, and following his death, Anne Anchin established a gift through her

estate to launch the David C. Anchin Center for the Advancement of Teaching,

in honor of her husband’s accomplishments and to continue the fight he

considered to be his civic responsibility.

“Anne Anchin’s generosity and David Anchin’s passion for improving public

education provide us with the ability to bring together students from different

academic units throughout the USF System to conduct research that can help

transform the public education system,” said Dr. Bruce Jones, Director, David C.

Anchin Center.

David Anchin was recognized with many awards and honors in his lifetime

because of his determination to give back to education in gratitude for what he

received. His family agrees that more than anything he would simply want to

know he had made a difference in his lifetime, and still makes a difference today.

The David C. Anchin Center

for the Advancement of

Teaching at the University

of South Florida was

established through a

generous gift from the estate

of Anne Anchin, in honor of

her husband David’s desire

to give back.

FY’10 ReALized GiFts

donor benefit Gift Amount

Richard J. Wallace College of behavioral & Community sciences $146,502

elizabeth i. Owens College of Arts & sciences 58,383

meta Osborn WusF broadcasting 55,100

Ruth J. thomas system-Wide 50,000

marion m. Ransford College of Public Health 35,427

norma e. Wallace usF Foundation 10,000

viola m. Klock WusF broadcasting 810

Jean Rouvel usF Foundation 750

mary P. drier usF Library 172

total $357,144


Adding Value To The University Through Treasures in The USF Libraries

John Clute chose to donate his extensive personal library of science fiction books

and manuscripts to the USF Libraries Special Collections as part of his estate,

believing it will be the best place to leave his science fiction research

and writings.

John gives three reasons for choosing USF: “the natural desire to keep a fairly

coherent collection in one place, the high quality of the USF Special Collections

premises and its specialist staff, and the Tampa/St. Petersburg area itself, which

I’ve been visiting off and on for 50 years, and have always felt fond of.”

John’s private collection, one of the largest of its kind with between 12,000-

15,000 volumes, is significant for its first editions, many of which are signed by

the original authors and range in publication dates from the nineteenth century to

the present. The books provide a core of titles central to the science fiction genre.

“John’s generous gift of his personal library will help provide the USF Libraries

with an unparalleled world-class science fiction collection in one place, affording

scholars access to the most iconic works of this literary genre,” stated Dr. Mark

Greenberg, Director of Special Collections.

John’s own Hugo award-winning works include The Encyclopedia of Science

Fiction, which he created with co-editor Peter Nicholls (1994); Science Fiction:The

Illustrated Encyclopedia (1996); and The Encyclopedia of Fantasy, with co-editor

John Grant (1998).

The John Clute Collection will greatly enhance the USF Libraries Special

Collections’ international reputation among scholars and researchers and will be a

vital component of a leading public research university. It serves as an important

component of an initiative that began in the 1970s with popular paperbacks and

continues with more than 10,000 manuscripts, books, and magazines, because of

John’s thoughtful generosity in sharing his personal treasures.

John Clute is a novelist, writer,

poet, editor, critic and reviewer,

and collector of all-things

science fiction.

FY’10 dOnOR & GiFt PROFiLe

Current donors 262

Current Gifts 281

market value (of current gifts) $108,763,759

deceased donors 161

Completed Gifts 154

market value (of completed gifts) $23.8 million


Encouraging Great Teachers

A noted mystery novelist and retired English literature and writing teacher,

Ann Turner Cook already had a legacy as the model for the Gerber baby. Since

1931, her happy, healthy baby face has been the official trademark on all Gerber

products. This past year, she decided to establish a different kind of legacy

for the USF College of Education, from which she received a master’s degree

in 1969. Her eventual gift will make it possible for graduate students to have

professional opportunities to hone their skills for becoming effective teachers.

Ann’s teaching career was spent in Florida, first in Duval County and then in the

Hillsborough County Public Schools for 23 years, including 15 years as English

Department head at Hillsborough High School. Through her experience, she

learned firsthand the importance of ongoing training outside of the classroom for

teachers, and the challenges to receiving that training due to costs.

“I learned best how to teach by observing and listening to senior, experienced

teachers not only within the classroom, but especially at national conferences,”

stated Ann. “You get a great deal of help by attending and participating in these

conferences and seminars, and I wanted to help make those resources available

to graduate students at USF.”

Through a bequest in her will, Ann will establish the English Education

Professional Development Operating Fund in the College of Education which

will enable English education graduate students to participate in professional

conferences and meetings to further their scholarship, develop their

professionalism and to learn from master teachers.

It seemed a very natural next step for the person behind the image that for

decades symbolized healthy growth and development of infants and toddlers, to

dedicate her resources to the growth and maturity of graduate-level

student educators.

“My goal,” said Ann “is to help students learn the essential skills and strategies

to become great teachers of English literature and writing. I want students to be

inspired and to develop enthusiasm for their field and for their students.”

After a 26-year career

teaching literature and

writing, Ann Turner Cook

became an author of four

mystery novels that wove

her interest in Florida history

into the intricate plotting of

murder mystery. She

is pictured here holding

a photo depicting her

iconic role as The

Gerber baby model.

neW GiFts WiLL beneFit tHe FOLLOWinG AReAs:

• Athletics • USF Library

• College of Business • USF St. Petersburg Campus

• College of Education • USF Sarasota/Manatee Campus

• College of Medicine • USF System-Wide

• College of Public Health • USF Foundation, Inc.

• College of Behavioral • WUSF Public Broadcasting and Community sciences

• Honors College


Impacting Aging Issues Through Research And Education

Barbara Ningard was struggling to understand the debilitating challenges of

dementia her aging mother was facing on a daily basis, so she tried to imagine

what her father, Edward Greely, would do in this situation. Edward had spent

his career with the Noxema company based in Baltimore, Maryland, beginning

as a truck driver. Through hard work, dedication and 10 years of night school

he eventually became Vice President and Controller at Noxema, and was

credited with introducing computers into the company. Barbara watched as his

dedication to helping others never wavered, even as his career responsibilities

increased. Though he had passed away many years before, she had come to rely

on the influences of his insightful compassion to help inform and guide decisions

throughout her life.

Barbara turned to educators in the USF Department of Psychology where she

worked, to gain knowledge about caring for her mother. Eventually she worked

with Foundation staff to guide her in establishing the H. Edward and Mildred E.

Greely Endowed Fellowship in Aging Studies. The fund was established from

the remainder of several trusts, as a channel for providing this same kind of

assistance for others in the future.

“This is what my father was all about,” said Ningard. “He was always looking

for ways to accomplish things that would benefit the most people in the best

possible way. Because he believed in the importance of education, I knew this

endowed fellowship would be a fitting way to honor him and my mother, and to

extend both of their desires to help others. He would have enjoyed the fact that

his work is now making it possible for graduate students to pursue research at

USF and that research then can help educate and inform those who are faced

with the difficulties of aging issues.”

The Greely family selected Aging Studies for this fellowship to promote research

and doctoral education that addresses conditions having an impact on older

adults’ ability to live independently. Thanks to this gift, two doctoral students

are currently working on cutting edge research related to food allergies and the

development of brain abnormalities, and the connection between Alzheimer’s

disease and Down syndrome.

Mildred and Edward Greely

worked hard all their lives.

The fruit of their labor is

now making it possible for

graduate students to pursue

research at USF that will

help inform those who are

faced with the difficulties

of aging issues.


Creating A Better World For Alzheimer’s Patients And Their Families

Martha Politz wanted to make a difference within her community. Her decision

to establish a planned gift to benefit the USF Health Byrd Alzheimer’s Institute

does that and more; it is helping make a difference that will have an impact

throughout the world.

Born in Berlin, Germany, Martha immigrated to the United States in 1939,

married Alfred Politz, and together they enjoyed a successful life in New York

City. After her husband’s death, Martha moved to Tampa Bay and into the

couple’s vacation home they had maintained since the 1950s. Having no

children to look after, Martha filled her days managing a tree farm and orange

grove, and dedicating a considerable amount of time to her community.

It was through this community involvement that she was introduced to

Dr. Eric Pfeiffer, founding director of USF’s then-named Suncoast Gerontology

and Alzheimer’s Disease and Research Center, now part of the USF Health Byrd

Alzheimer’s Institute.

Though Martha had no personal experience with Alzheimer’s disease she

passionately dedicated herself to being involved. She eventually became a

member of the Suncoast Board of Directors and regularly attended meetings

until her death in 2006.

Martha’s gift is now making it possible to begin construction of the Clinical and

Research Integrated Strategic Program (CRISP), that will become a single source

for transforming care for patients and families affected by Alzheimer’s disease.

The importance of Martha Politz’s gift cannot be overstated, according to Dr.

David Morgan, the CEO of the USF Health Byrd Alzheimer’s Institute. “This gift

is absolutely critical to helping the Institute reach its full potential as a place of

hope for dementia patients and their families, something Mrs. Politz obviously

hoped to make possible. Being able to provide all necessary services at a single

location will ease the burden of finding state-of-the-art medical care for those

suffering with Alzheimer’s.”

Because of her thoughtful planning, Martha Politz is helping to create a better

world for Alzheimer’s patients and their families—one that includes the hope of

early diagnoses of the disease, help and resources for family members and even

delaying or reversing the progression of Alzheimer’s disease.

Martha B. Politz’s gift helps

fulfill her desire to support

research and education in

Alzheimer patient care.


Building a Solid Business Community

Joe and Sheryl Teague have developed what they call Bulls Fever over the past

20 years. When Joe was beginning his career with Northwestern Mutual Life

Insurance, the Teagues moved to Tampa and became connected to USF through

the College of Business. They quickly became supporters because of their

belief in the university and its leadership. The couple has given generously

over the years, both financially and through personal involvement, because

they know that a strong university is an incredible resource for building a

solid business community.

This past year, the Teagues established a planned gift that will benefit the USF

College of Business, as well as provide operating funds for Athletics and other

areas of the university.

“I’ve invested my career in the life insurance business, so I understand the

concept of leverage,” stated Joe, now the managing partner for Northwestern

Mutual Life Insurance’s network for the Greater Tampa Bay area. “Through this

commitment we are leveraging our gift so that it will make a greater long-term

impact on USF, and especially on the College of Business.”

Because Joe and Sheryl know that most people rarely think about planned

giving, they hope their family’s gift will encourage others to become familiar with

gift opportunities and consider that a planned gift is not out of reach for anyone.

The Teagues clearly understand the importance of planned giving and know

how it helps the Foundation and the USF System provide relevant education

for students. “We are inspired to give because we think the future of USF is

bright. Sheryl and I want to do whatever we can to help the university grow. In

turn, we all benefit…the business community, the Tampa Bay region. It’s good

for everyone!”

Joseph P. and Sheryl S.

Teague have arranged a gift

of the proceeds from a life

insurance policy to benefit

the USF College of Business,

as well as provide operating

funds for Intercollegiate

Athletics and other university

initiatives.

FY’10 CumuLAtive GROWtH OF neW PLAnned GiFts & mARKet vALue bY FisCAL YeAR

Year new Gifts Cum. Gifts mkt value Cum. mkt. value

1981-2000 108 108 $30,887,272 $30,887,272

2000-2001 14 122 5,638,472 36,525,744

2001-2002 9 131 2,606,705 39,132,534

2002-2003 14 145 2,036,422 41,168,956

2003-2004 13 158 12,720,003 53,888,959

2004-2005 16 174 4,795,182 58,684,141

2005-2006 24 198 16,372,181 75,056,322

2006-2007 15 213 6,001,307 81,057,546

2007-2008 27 240 13,330,827 94,388,372

2008-2009 21 261 6,968,421 101,356,793

2009-2010 20 281 7,406,966 $108,763,759

4202 East Fowler Avenue, ALC100

Tampa, Florida 33620

813.974.1570

www.giving.usf.edu

Documents

Annual Report