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Oregon State University Foundation

Oregon State University Foundation. Kim Thompson Director of Development ALADN, March 25, 2003. Director of Development for two units:. OSU Libraries OSU alumni and friends Linus Pauling Institute 12,000 distinct households. History of Development Program.

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Oregon State University Foundation

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  1. Oregon State University Foundation Kim Thompson Director of Development ALADN, March 25, 2003

  2. Director of Development for two units: • OSU Libraries OSU alumni and friends • Linus Pauling Institute 12,000 distinct households

  3. History of Development Program • OSU Foundation created in 1947 • Assets as of June 30, 2002: $375,080,400 • Endowment assets as of June 30, 2002: $239,030196 • Total Foundation gifts for fiscal year ended June 30, 2002: $36,212,438 • Model for development has changed throughout the years

  4. OSU Libraries Development History • Prior to the $47 million campaign for the Valley Library begun in 1993, the Libraries had no development officer • Campaign was successfully completed in 1998--pledges completed by 2001 • In 2002, the Libraries received $880,000 in gifts (inc. 3 bequests) • Goal in 2003 is $250,000

  5. Budget • All costs of development are sustained by the Foundation • Budget this year for both units is $22,000 for travel, events, conferences, gifts, entertainment • Provided cell phone, Visor, laptop, phone card, cubicle

  6. Organizational Chart/OSUF

  7. Development Team • At the Library • Executive Asst to the Univ. Lib • At the Foundation • Admin, 1/7 time • Research • IS/IT • Finance • Database • Annual Giving • Planned Giving, one person for Foundation • Event Planner

  8. Benefits of Centralized Development Model • Get to know all foundation employees and all aspects of operation • Camaraderie and interchange between directors, more cohesive donor approach • United effort to communicate to the University • Shared resources save money and time

  9. Challenges of Central Development Model • Not as familiar with operation and people of units we represent • “Us vs. them” can develop • Lack of understanding of foundation’s role, policies and procedures

  10. Goal-setting Process • University is to provide OSUF with fundraising priorities each year • Goals are set each year by the Directors based on priority needs, and approved by their campus supervisor before being submitted to the University President

  11. Library Development Plan • Two annual mailings per year • Two-three events in Portland and Corvallis • Personal cultivation, solicitation and stewardship-Hold assignment to 50 households • Football events • Library Advisory Council • Alumni Association • Professional training • Public Relations • Meet regularly with University Librarian and staff • Use of Special Collections

  12. Challenges • Half-time limits fundraising efforts • No longer a university priority • Intense budget pressure--less donor- centric • Four CEO’s in three years, no V.P. Major Gifts • No stated priorities from university • University Librarian not on Dean’s Council • Limited support • Cubicle • Other assignment requires national travel

  13. We are the OSU “Beavers”…

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