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Annual Report 2013-2014

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Annual Report 2013-2014 UC SANTA BARBARA PARTNERS IN INNOVATION THE ANNUAL REPORT OF PRIVATE GIVING UNIVERSITY OF CALIFORNIA, SANTA BARBARA FOR THE YEAR ENDING JUNE 30, 2014 Table of Contents 3 Investing in the Future 4 Financial Highlights 6 Campaign for UC Santa Barbara 8 Gold Circle Spotlight 9 Enhancing Culture and Community 10 Inventing the Future by Fueling New Discoveries 12 Educating Citizens for California and a Global Society 14 Cultivating Leaders and Champions 16 Developing Solutions For a Sustainable World 19 Tomorrow’s Philanthropists 20 Estate Giving 22 We Remember 24 Recognizing Distinction 32 Honor Roll of Donors PARTNERS IN INNOVATION • 2 INVESTING IN THE Transforming Our University FUTURE Private giving changes campus, lives and the world Dear Friends, The Campaign for UC Santa Barbara is transforming One of our campaign’s most meaningful hallmarks of our university in myriad ways, thanks to a steady increase in success is the impact on our students, both present and future. private support and to growing numbers of people more deeply Over the course of the campaign, more than $70 million has involved with our campus. This expansion of philanthropic and been raised in direct financial aid, including scholarships, personal engagement has helped us to accelerate our efforts fellowships and awards, helping us to maintain student access to enhance the stature of our preeminent, world-class research and foster an excellent and diverse academic community. university. Most gratifying of all is the culture of giving we see A major factor in our success is the leadership, vision and spreading across the university, as our students increasingly generosity of our supporters, like you, to whom our institution champion fundraising awareness and become philanthropic is forever grateful. From leadership and major gifts to the ambassadors. Their commitment is inspiring and essential to thousands of enthusiastic and generous donations, your giving establishing a future base of alumni donors. is making a difference! Our appreciation of your support is None of this would be possible without you, our donors, enormous, as is the impact on our campus — our students and and your visionary investment in UC Santa Barbara. Through faculty have numerous touching and heartfelt stories to tell. your leadership and partnership, you are not only transforming Private philanthropy in 2013-2014 reached $77.7 million, our university — you are improving lives and changing the raising our campaign total to $865 million as we steadily world. march toward our $1 billion goal and beyond. Henry T. Yang, Chancellor Marcy Carsey, Chair UC Santa Barbara UC Santa Barbara Foundation PARTNERS IN INNOVATION • 3 SNAPSHOT Financial Highlights Private Support - Fiscal Year 2014 BY SOURCE - TOTAL $77.7 M BY PURPOSE $24.9 M Individuals$33.7 M Research $12.4 M Others $28.7 M $25.4 M Dept. Support Foundations $15.0 M $6.9 M Corporations Student Support $24.9 M Individuals$5.8 M Campus $24.9 M Improvement Individuals $1.7 M Unrestricted $0.6 M Instruction $0.3 M Other $10.6 M $8.0 M $5.8 M $0.5 M Total Alumni Friends Parents Faculty/Staff $77.7 M ENDOWMENT TOTALS UC Regents UCSB Foundation $254 M 250 $206 M $191 M 200 $178 M $151.8 M 150 $106.3 M 100 $80.8 M 50 0 2002 2004 2006 2008 2010 2012 2014 GIVING TREND AVERAGES CAMPAIGN CUMULATIVE $80 Million 1000 80 $865 M 70 $787 M 800 $735 M 60 $56 Million $623 M $589 M 50 600 40 400 30 $23 Million 20 200 10 0 0 1996 - 2000 2001 - 2011 2012 - 2014 2010 2011 2012 2013 2014 Pre-Campaign Phase I Phase II CAMPAIGN FACTS $65 Million 217 $50 Million 76 raised in support for new graduate the largest single endowed chairs students during the fellowships created gift to the Campaign established Campaign THE CAMPAIGN FOR UC Excellence, Opportunity, Innovation SANTA BARBARA Nearing $1B goal, campaign inspires gratitude, generosity The Campaign for UC Santa during the campaign — a testament to Barbara has raised a cumulative $865 the successful partnerships being forged million and attracted more than 60,000 with our many donor constituencies. The new donors since we first launched this number of planned and deferred gifts bold endeavor. Annual giving in the also continues to grow. last three years alone has averaged We are tremendously grateful for $80 million. This growth will sustain our the expert leadership of campaign co- fundraising into the future. chairs Jeff Henley ’66 and Lady Leslie Our alumni remain dedicated Ridley-Tree H’12, and of honorary donors, accounting for an average chair Michael Douglas ’68. We extend 14% of all dollars received during the sincere thanks to our tireless trustees and campaign, while parent gifts last year campaign volunteers, whose assistance made up an outstanding 12% of all and leadership have significantly donations. Corporate and foundation expanded our Gaucho community support have consistently made up across the country. Our donors are 60% of our campaign totals, a level of giving back in ways that fuel and further giving that reflects larger contributions their own passions and promote their raised in partnership with our faculty deeper involvement with the programs and researchers to further their and people on campus. We continue to breakthroughs and innovations. look for those passion areas and with We are thrilled to share that our every conversation open more doors. endowment has grown by over 300% PARTNERS IN INNOVATION • 6 Northern California Committee Co-Chairs Los Angeles Committee Co-Chairs Orange County Committee Co-Chairs Bill Dinsmore ‘68 Gary E. Erickson ‘63 Chris Fletcher ‘77 Susan Worster ‘70 Wendy Purcell ‘84 Ralph J. Simmonds ‘78 Northern California Campaign Committee Los Angeles Campaign Committee Orange County Campaign Committee Mark Bertelsen ‘66 David Adishian ‘89 Kristin Barens ’87 Rick Bocci Art Auerbach ‘87 John Dobrott Sandi Bragar ‘93 Robert A. Grantham ‘75 Richard A. Gadbois III ‘79 Richard (Dick) Breaux ‘67 David Huff ‘89 Dennis Ghan ‘74 Steve & Linda Crowe Rob Jupille ‘89 Chris Manderson ‘91 Scott Draper ‘87 Moses & DeDe Lebovits Paul Sams ‘92 Ralph Garcia, Jr. ‘83 Jamie McCrary ‘90 Casey Sbicca ‘07 Roger Haughton ‘69 Joel Raznick ‘81 Bill Thormahlen ‘77 Janice Jagelski ‘87 Lynn P. ‘55 & Winslow C. (Winnie) ‘54 Dorcas Kelley ‘84 Reitnouer Jeff Kragel ‘04 Steve Savitsky ‘87 Jack Krouskup ‘71 Harvey ‘47 & Hope Schechter Renee Welze Livingston ‘82 Katie Woods Louise Pahl ‘77 Ron Rubenstein ‘66 San Diego Committee Co-Chairs New York Committee Chair Washington D.C. Committee Chair Steve Mendell ‘63 Bruce Wilcox ‘77 Phil Spector ‘72 Phil White ‘84 New York Campaign Committee Washington D.C. Campaign Committee San Diego Campaign Committee John Arnhold ‘75 Ian Blue ‘10 Mark Foletta ‘82 Stephanie Brower ‘09 Paul Boyle ‘84 Drew Hutton ‘83 Tim Coleman ‘76 Gwen Brown ‘71 Dana L. King ‘77 Michael Coyle ‘88 Karen Irish ’89 Eliot ‘00 & Stephanie ‘01 Peters Josh Elliott ‘93 Damon Jones ‘93 AnnKatrin Petersen Eva Haller Jennifer Pharaoh ‘82 Michael Koch ‘89 Phil Reiner ‘98 Chris Ludeman ‘80 Paul Sweet ‘69 Karen Macleod ‘85 Linda Ulrich ‘83 Marie Williams ‘89 PARTNERS IN INNOVATION • 7 GOLD Sara Miller McCune CIRCLE SPOTLIGHT A Life in Letters Generosity is endemic to Sara UCSB Library’s Department of Special Miller McCune and her internationally Collections holds many rare books from successful company, SAGE Publications. her collection and has recently shown Together they are among UC Santa two exhibitions around these works. Barbara’s most prolific and devoted Her bequest leaving virtually all of supporters. Spanning more than two that collection to the university library decades and some dozen disciplines will be a truly transformative gift to the and departments, their cumulative campus. influence can be seen across campus. “My own interests tend to mirror The McCune Conference Room. a lot of facets of life at UCSB and it is The SAGE Center for the Study of therefore doubly rewarding for me to the Mind. The Sara Miller McCune be involved with the campus,” Miller Internship and Public Service Program. McCune said. “A very famous political The George D. McCune Dissertation scientist, Yale’s Charles Lindblom, called Fellowship in Communication. The it ‘usable knowledge.’ At the end of the SAGE Sara Miller McCune Dean of day that’s really what it’s all about.” The Gold Circle is Social Sciences. And the list goes on. From outright support and current- UC Santa Barbara’s An honorary alumna of UCSB, use funds, to gifts for students and premier donor recognition society, Miller McCune is also a longtime programs, endowments, funds for comprised of the benefactor to UCSB Arts & Lectures, capital projects and, most recently, an campus’s closest where she created an endowment estate commitment to the library and friends and the generous individuals for the Sara Miller McCune Director UCSB Arts & Lectures, Sara and her who have contributed more than of Arts & Lectures and now co-chairs company’s partnership with UCSB are $1,000,000 to the university. the Council for Arts & Lectures. The unparalleled. PARTNERS IN INNOVATION • 8 ENHANCING CULTURE A ‘Template’ for Success AND COMMUNITY Marcy Carsey bets big on Carsey-Wolf Center understanding of the role of media in society and inform policy debates. Occupying a unique place at the juncture of academia and industry, CWC benefits students, the community and the media industries at large via its screening and production facilities, as well as its programs and initiatives. For example, the latter category includes the Environmental Media Initiative, which teaches communication from an environmental perspective and sees scientists collaborate with film and media scholars on research and public programming. The crux of CWC’s work is reflected in the Media A dozen years after making a leadership gift to help build Industries Project, a leading hub for research on digital a campus center for film, television and new media, Marcy distribution, creative labor and globalization, as well as in its Carsey has made a major donation to secure the future of the Media Internship Program pairing students with well-known now-thriving research and teaching hub that bears her name.
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