The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Board of VisitorsThe University of North Carolina at Chapel Hill

Matthew G. KupecVice Chancellor for University

AdvancementOctober 2007

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

$2,245,846,731

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

What is Carolina First?

Comprehensive University-wide campaign

Timeline: July 1, 1999 – December 31, 2007

(3 months left)

All gifts count (expendable, endowment, capital)

Goal of $2 billion

Multi-year commitments/pledges, bequests

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Carolina First Progress Report

Campaign Goal: $2.0 Billion% of Campaign Goal Raised:112%

Raised to Date: $2,245,846,731Total Gifts Received: $1,577,508,112 (71%)

Gifts: $1,059,360,795Private Grants: $476,553,212State Matching Grants:$30,888,000

Additional Commitments:$668,338,619(29%)

Outstanding Pledges:$300,617,570Irrevocable Commitments:$427,023Revocable Commitments:$312,294,026

Footnote: Pledge timeframe 1-10 years. Face value of deferred gifts.

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

% of Goal by School

102%

103%

135%

106%

105%

105%

122%

148%

102%

116%

103%

215%

163%

137%

0% 50% 100% 150% 200% 250%

Arts and Sciences

Business School

Dental School

Education

Government

Graduate School

Information and Library Science

Journalism and Mass Communication

Law School

Medical School

Nursing

Pharmacy

Public Health

Social Work

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

% of Goal by Unit

132%

133%

150%

97%

99%

103%

190%

89%

95%

100%

0% 20% 40% 60% 80% 100% 120% 140% 160% 180% 200%

Ackland

Athletics

Botanical Garden

Health Centers

Health Sciences Library

Library

Morehead Plan & Science Center

Student Affairs

Institute for the Environment

Carolina Perfoming Arts

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Source of Funds

Total % of NationalCommitted Goal Average

Alumni $795,690,788 35% 28% Friends $443,116,275 20% 20% Foundations $590,973,226 27% 27% Corporations $262,418,313 12% 17% Other $153,648,143 6% 8%

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

UNC Annual Cash FlowFiscal Years 1987 - 2007

0

50

100

150

200

250

300

Mill

ions

Carolina

FirstBicentennial Campaign

Mil

lion

s

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Carolina First Impact

Buildings23 Buildings supported

$177M secured

Research$567M secured

Strategic InitiativesStrategic InitiativesCenter for ProteomicsCenter for Proteomics

$589M secured$589M secured

Faculty SupportFaculty Support205 205

ProfessorshipsProfessorships$385M secured$385M secured

Scholarship SupportScholarship Support732 Scholarships/Fellowships732 Scholarships/Fellowships

$332M secured$332M secured

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

TX

FL

CA

$100M+ (3)

$50M - $99M (9)

$25M - $50M (5)

$10M - $25M (4)

<$10M

PA

ID

AZ

UT

MT

WY

NM

CO

MI

ALGA

SC

TN

KY

INOH

WV

NC

T

ME

SD

KS

NE

MN

WI

IA

IL

MO

AR

LA

MS

OK

ND

OR

NV

WA

RI

DE

MD

MA

CT

NJ

DC

GREATER NYC

NY

VA

Campaign Facts: Where Does the Money Come From?

FL

VT

NH

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Campaign Facts: Alumni Donors

Total # of Alumni Donors104,073 Classes of 2000-2007 9,005 Classes of 1990-1999 15,549 Classes of 1980-1989 16,519 Classes of 1970-1979 16,656 Classes of 1960-1969 9,739 Classes of 1950-1959 5,178 Pre 1950 4,506

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Campaign Facts: Endowment GrowthEndowment 2000: $1,138,413,456Endowment 2007: $2,178,924,581

% Increase: 91.4%Endowment Return:

1 Year (2007) 23.4%3 Years (2005-2007) 19.3%5 Years (2003-2007) 15.3%

New Endowment Gifts:Cash $456,780,564Pledges $452,957,999

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

Billion Dollar + Campaigns in Higher EducationCommitments Secured as of September 30, 2007

School Secured Status• UCLA $3.0B Ended 2005• Stanford $2.91B $4.3B Goal (Ends 2011)• USC $2.85B Ended 2002• Johns Hopkins $2.80B $3.2B Goal (Ends 2007)• Columbia $2.79B Ended 2000• Michigan $2.66B $2.5B Goal (Ends 2008)• Harvard $2.60B Ended 1999• Columbia $2.38B $4.0B Goal (Ends 2011)• Univ. of Wash. $2.36B $2.5B Goal (Ends 2007)• Duke $2.36B Ended 2003• UNC $2.25B $2.0B Goal (Ends 2007)• NYU $2.17B $2.5B Goal (Ends 2008)• Stanford $2.11B Ended 2004• MIT $2.05B Ended 2004

The Campaign for the UNIVERSITY of NORTH CAROLINA at CHAPEL HILL

The Power of Philanthropy at Carolina

In 1789, Col. Benjamin Smith gave 20,000 acres of land in western NC (now Tennessee) to be sold as a source of funds for the newly chartered University.

In 1792, Chapel Hill selected over 13 other sites to host the University. The local landowners’ generosity – an offer of 1,286 acres and roughly $1,600 cash – sealed the deal.

In 1798, construction began on South Building, but the money ran out after 1 ½ stories were erected. The building stood unfinished and open to the elements for 10 years, until President Joseph Caldwell traversed the state in his horse-drawn gig asking for private donations to help complete the structure. He raised $8,200, enough to finish the job.

Carolina First Campaign Impact