Department Chair Orientation

November 1, 2005

Bill Boldt

Vice Chancellor,

University Advancement

Types of Private Gifts• Individual gifts from alumni, parents and

friends

• Business and association gifts.

• Corporate.

• Foundation gifts.

Methods of Giving• Planned gifts (trusts, bequests, life income

agreements).• Real estate gifts.• Stock gifts.• Property gifts.• Cash and securities gifts.• Pledges (up to 5 years duration).• Combination of the above.

Who makes charitable gifts?• Individuals make up 90% of charitable

gifts, and nearly half of the dollars given to higher education.

• Recent studies show that the top 1% of donors give as much as 70% of the money, and the top 10% of donors may give as much as 95%.

Prospect Types• Those who see a need and respond without

being asked.• Those who respond when simply told of a need.• Those who will respond when persuaded.• Those who may or may not respond, even when

heavily encouraged.• The “Inert Fifth” – Nothing could ever get them to

give.

Kinds of Gifts Made by Individuals• Regular Gifts

– Made repeatedly and at regular intervals.– Timing relates largely to the calendar.– Usually the smallest gifts the individual will make.– Generally raised through Speculative Fund Raising,

which focuses on asking for gifts—based on the speculation that if you ask enough people for gifts, a sufficient number will respond favorably to make the effort worthwhile.

– Examples include: direct mail appeals, phonathons, telethons.

Kinds of Gifts Made by Individuals• Special Gifts

– Made to help meet a special need.– Usually made to an institution that the giver also

supports with regular gifts.– The need of the institution receiving the gifts

influences their timing.– Increased investment on preparation of the donor for

the request.– Examples include: campaign / project fund raising.– Typically 5 to 10 times larger than regular gifts.

Kinds of Gifts Made by Individuals• Ultimate Gifts

– Largest philanthropic commitment the giver can make.

– Factors in the giver’s life most influence the timing.– Generally raised through Nurturing Fund Raising,

which focuses on the prospective donor’s sense of commitment to the institution over time.

– Examples include: trust or bequest.– Typically 1,000 to 10,000 times larger than regular

gifts and funds usually go toward endowment.

The Cycle of Giving

Summary• The more significant the gift, the more

personalized the cultivation and stewardship.• The larger the gift, the longer it is likely to take;

the higher the expectations will be for stewardship.

• It is all about the relationship building with people who can make a difference at UCR.

The UCR Advancement System

A. Gary Anderson Graduate School of ManagementBourns College of Engineering

College of Humanities, Arts & Social SciencesCollege of Natural & Agricultural Sciences

Health Sciences Research Initiative, including Biomedical Sciences Graduate School of Education

University ExtensionPalm Desert Campus

AthleticsLibrary

Research Centers

OFFICE OF THE VICE CHANCELLOR FORUNIVRSITY ADVANCEMENT

CORPORATE SPONSORSHIPS

MEDIA RELATIONS AND MARKETING

GIFT PLANNINGGOVERNMENT AND

COMMUNITY RELATIONS

ADVANCEMENT OPERATIONS- DONOR RESEARCH & RELATIONS- UCR FUND- ADVANCEMENT SERVICES

CORPORATE AND FOUNDATION RELATIONS

MAJOR GIFTSALUMNI AND CONSTITUENT RELATIONS- EVENT MANAGEMENT AND PROTOCOL

FINANCE AND ADMINISTRATION