January 2012

1. Office of Development Comprehensive Campaign Presented by: Jim Lewis January 2012

2. What is a Comprehensive Campaign ? • A comprehensive fund raising campaign is a multi-year, multi-stage institution wide effort to raise private philanthropic support for endowment, capital, and operating programs which will strategically advance the institution. • A typical comprehensive campaign has the following phases: • Pre-campaign planning • Leadership gifts phase • Public kick-off/Campaign • Wrap-up efforts and campaign celebration

3. What is a Comprehensive Campaign ? • The comprehensive campaign will include current operations, endowment, capital and deferred gifts raised across the University during a specified time period. • The focus of the campaign fundraising will be towards the goals established for the campaign. • Individual units across the University are expected to have campaign goals in support of the overall strategic initiatives identified for the University. • The specific strategic initiatives and goals for the University will be developed over the next year.

4. Why is a Campaign Important ? • While the dollars raised are important, campaigns positively transform attitudes, potential and direction of an institution • Campaigns serve as a catalyst for the institution to review its mission and clarify its long-term visions; • Campaigns are vital in helping institutions articulate their key messaging

5. Why is a Campaign Important ? • Campaigns draw people closer to the institution; extending and strengthening the institution’s constituency base • Campaigns bring focus and momentum to major gift fundraising • Campaigns create a sense of urgency • Campaigns provide donors an opportunity to be part of something bigger than their individual support or even a particular program

6. Roots of Current Institutional Strategy Tier I Ambition • Spring `09: UTA identified as one of seven emerging research universities in Texas • November `09: Constitutional amendment passed establishing the National Research University Fund • February `10: Strategic plan for Tier I goals submitted to Texas Higher Education Coordinating Board

7. Roots of Current Institutional Strategy Institutional Purpose • Spring `10: Purpose and Values Discovery Project • completed by the Purpose Institute • Core Values identified • Diversity - Of people, perspectives and possibilities   • Opportunity - A place where anyone can become anything • Support- We’re here for one another • Collaboration - We’re better together • Passion & Determination – Doers and dreamers determined to make a difference • Work Ethic - Roll up your sleeves and get ready to go • Real Innovation - Tackling problems. Moving forward • Integrity - Honest inquiry and utmost respect

8. Development of Campaign Focus • The Strategic Vision Task Force • Comprised of university and external leadership • Met four times in early `11 • Societal Areas of Concernto be Addressedby UTA • Aging / Access to Healthcare • College Completion and Workforce Preparation • Energy Availability and Cost • Metroplex Development • Demographics Shifts • Leadership

9. Feasibility Study Overview • Fundraising Capacity and Infrastructure • Internal Leadership Input • UT Arlington Priorities and Case Stating • Data Analysis Internal Readiness • Consultant One-on-One Interviews • Surveys • Philanthropic Trends and Environment External Survey • Campaign Decisions • Campaign Plan • Leadership Recruitment and First Steps Recommend-ations and Reports

10. Key Feasibility Study Findings • Leadership • President Spaniolo is highly respected as a good ambassador for UTA • Internal leadership is largely untested for campaign fundraising • The development board has increased its fundraising potential but is new with such expectations • Likewise, advisory councils have mixed fundraising expectations and delivery • Case • The campaign case needs further refinement with better focus and motivational purpose • The goals were viewed as ‘nice round numbers’ with more facts and figures desired

11. Key Feasibility Study Findings • Case • Student support and faculty support were most highly rated • ‘Tier One’ was most challenged: what is it, what does it mean for UTA, and why does it matter? • Prospect Capacity • A campaign of $200 million is desired; however, prospects with the capacity and inclination to make the necessary pace-setting multi-million gifts were not identified during the timeframe of the study. • Commitments to UTA at $100,000 or more are increasing, including multi-million gifts • Three prospects with 8-figure potential were not available for interviews

12. Key Feasibility Study Findings • Environment • Economic conditions were cited by most as a significant concern about launching a successful $200 million campaign as well as a deterrent for making a major, multi-year pledge • At least six other higher education institutions in the Metroplex are either in or planning a major campaign • Internal Readiness • Major improvements have been realized over the past few years with metrics set and used for performance evaluations • Campaign-tested fundraisers are needed as well as coaching for deans and officers • Areas needing additional resources: • Leadership gifts • Corporate/foundation relations • Prospect identification/ management/research • Annual fund • Donor relations/stewardship

13. Refining Strategic Campaign Priorities • Define campaign framework – themes and areas of focus • Refine unit and university-wide funding priorities based on aspirational goal of $200M and feasibility study input • Funding priorities will be whittled down to a set of working goals based on a preliminary campaign dollar goal range determined for each unit and university-wide priorities • Unit and university-wide funding priorities will be aligned within the larger, emerging university campaign framework - themes and areas of focus • The final campaign goals will be adapted closer to the time of the public campaign kickoff

14. Campaign Themes • Enabling students access to UT Arlington • Developing solutions for real-world problems • Recruiting and retaining outstanding faculty • Enhancing the student experience • Providing students with global perspectives • Creating a world-class community • Ensuring a highly educated and dynamic workforce

15. Next Steps in 2012 • Development of proposed funding priorities • Establishment of campaign structure, timing and organization • Recruitment of campaign leadership • Approval by UT System

16. FY 11-12 Results

21. Planned Gift Expectancies As of 11/30/2011 3,000,000 2,000,000 1,000,000 0 Total Expectancies Reflected= 19,503,569

24. How can you help? • Be an Advisor • Relationship builder • Identify alumni and friends who may have an interest in the College and University • Provide biographical information and identify specific areas of interest • Help UT Arlington identify and develop connections with local business and industry in an effort to increase awareness and possible private support for research • Make introductions

25. How can you help? • Be an Ambassador • Proudly represent the college and university • Stay informed - learn more about the college, university, faculty, student achievement, research efforts, etc. • Inform others about the successes, research and engagement opportunities • Tell your personal story – Why is UTA important to you? What’s your experience/connection to UTA?

26. How can you help? • Be a Solicitor • Help raise financial support • Assist the dean and development team by asking others to invest in the college and university • Provide advice and guidance in developing a giving plan for your company to invest in the college and university • Consider your personal giving • Tell others why you financially support UTA, and in what ways it’s meaningful to you

27. Q & A