University Lilly Family School of Philanthropy ANNUAL REPORT July 1, 2014 – June 30, 2015

philanthropy.iupui.edu A Message from Inspiring Change the Dean What’s next? It’s a question I’ve been asked frequently during my first months as dean Amir Pasic of the world’s first school of philanthropy. The answers are exhilarating, in part because

the past year has been one of rapid growth, change, and innovation, paving the way for

the possibilities that animate us going forward.

A record number of graduates completed our Philanthropic Studies programs.

Groundbreaking research projected the future of giving, and international partnerships

from Berlin to China expanded understanding of philanthropy globally. New initiatives

by Lake Institute on Faith & Giving and the Women’s Philanthropy Institute revealed

insights to aid congregations, donors, and nonprofits, and The Fund Raising School

equipped them to fulfill their important missions.

Our greatest strength remains our talent. Our faculty, our staff, and especially our

students are the way we improve the world. We are inspired by them, just as we hope

to inspire them to make meaningful change. Alumni already are achieving great impact,

improving the human condition across the country and across borders around the globe.

Anticipating achievements and opportunities to come, we are first and

foremost dedicated to our students’ success, redoubling our commitment to

Mission Statement them and to all we serve. As we grow, we continue to benefit from the expertise of

The colleagues who have transitioned into new roles and we thank Dwight Burlingame, Lilly Family School of Tim Seiler, and Bill Enright for their ongoing service. Special thanks to Founding Dean Philanthropy increases Gene Tempel, who led the school for the first half of the fiscal year. Most of all, we thank the understanding of philanthropy and you, our dedicated friends, supporters, and champions who make our work possible and improves its practice encourage us daily. worldwide through critical inquiry, interdisciplinary research, teaching, training, and civic engagement. Amir Pasic Eugene R. Tempel Dean Indiana University Lilly Family School of Philanthropy Table of Contents

Table of Contents Philanthropic Studies...... 2 – 4

Research and Lake Institute on Faith & Giving...... 5

The Fund Raising School and Women’s Philanthropy Institute...... 6

International Programs and Public Affairs...... 7

Financial Summary...... 8 – 10

Leadership...... 11

Our Donors...... 12 – 16

Introduction ...... 12

Sage Society...... 12

Rosso Society and Endowed Funds...... 13

Founders’ Society...... 14 – 15

Professional Associates...... 15

Research Partners...... 16

On our cover:

Our new, center-of- campus University Hall home provides students with dedicated space to study, to interact and to collaborate with faculty, and facilitates student recruitment and advising.

philanthropy.iupui.edu 1 Philanthropic Studies

Educating Passionate Professionals xxx x Careers Creating Change Alumni hold key leadership positions, such as: Outstanding Philanthropic Studies faculty and • Director, White House Office of Social Innovation and Civic Participation programs educate emerging and veteran philanthropy • Chair, National Endowment for the Arts professionals and scholars, preparing them to be • General Manager, Koç Foundation, Istanbul thoughtful, innovative, visionary leaders. • Treasurer, State of Indiana • Vice President, Global Philanthropy, JPMorgan Chase xxx x Moving Philanthropy Forward

• Understanding of philanthropy across borders and within cultures will be advanced by the Stead Family Chair in International Philanthropy, a gift from Jerre and Mary Joy Stead and their family through the Stead Family Foundation

u

Amir Pasic was appointed dean of the Lilly Family School of Philanthropy. He holds the Eugene R. Tempel Deanship, established by a generous lead gift from Bill and • Emmett D. Carson, Ph.D., CEO and president Irene Lilly McCutchen through the of Silicon Valley Community Foundation—the Ruth Lilly Philanthropic Fund and generous nation’s largest—served as the first Visiting Charles Stewart Mott Foundation Chair on major gifts from Maureen and Jim Hackett, Community Foundations. Bob Hartsook, an anonymous donor, and others. • Indiana University President Michael A. McRobbie u honored Board of Visitors member Irene Lilly McCutchen with the Lilly Family School of Philanthropy Medal of Distinction in recognition of her contributions and service to the school. of graduates seeking jobs have been • The William and Edie Enright Fellowship in % Philanthropic Studies will aid future students. placed, including 100 percent of the 93 bachelor’s degree graduates.

2 Annual Report Lilly Family School of Philanthropy 2015 graduates won positions such as: • Vice president of development, National I chose this degree because it has so many Urban League opportunities and I am going into a field that I am

• Director of philanthropy, Sheatufim, which passionate about. I want to influence young adults to strengthens Israel’s philanthropic sector become engaged with the community. • Associate director, CCS fundraising consulting firm – Brittany, B.A. student • Program officer, Ball Brothers Foundation • Executive director, Fay Biccard Glick Crooked Creek Neighborhood Center

10:1 average student-faculty ratio

philanthropy.iupui.edu 3 Philanthropic Studies (continued)

Educating Passionate Professionals, continued Academic tuition revenue xxx x Preparing for Promising Futures for the school has Students earned special honors, including • National Bush Foundation Fellowship more than doubled • IU Graduate and Professional School’s Elite 50 in the past 5 years. students list (4 students) • IUPUI’s Top 100 undergraduates list (2 students) Faculty members received national recognition: • Assistant Professor Catherine Herrold’s dissertation won the Association for Research on Nonprofit Organizations and Voluntary Action’s 2014 outstanding dissertation award. • Assistant Professor Sara Konrath presented at South by Southwest on her research on using text messaging to build empathy in teenagers.

Admitted students’ average GPAs Ph.D. program 3.6

Executive M.A. program 3.5 • William M. Plater Civic Engagement Medallion (3 students) M.A. program 3.4 • Undergraduate Chancellor’s Scholar • Max Kade Fellowship Direct-Admit B.A. program 3.4

The largest class of students • Assistant Professor Genevieve Shaker received the 2015 Emerging Scholar Award from the since the 1987 founding of the Research Council of the national Association of Center on Philanthropy was Fundraising Professionals. graduated. It included the most • Dr. Jiangang Zhu, executive dean of the 5 bachelor’s degree recipients Research School of Philanthropy at Sun Yat-sen 3 University, was a Fulbright Scholar at the Lilly to date (10). Family School of Philanthropy.

4 Annual Report Lilly Family School of Philanthropy Research and Lake Institute on Faith & Giving

Discovering New Insights

Innovative, cutting-edge research conducted by the school’s faculty and staff advances knowledge that improves the practice of philanthropy for professionals, donors, and volunteers.

• Giving USA 2015, researched and written by the school for Giving USA Foundation, estimated record-high U.S. giving in 2014 for the first time Exploring Faith and Philanthropy since the Great Recession. • Insights from the 2014 U.S. Trust Study of High Net Worth Philanthropy help donors, financial Lake Institute on Faith & Giving provides and advisors, nonprofits, and fundraisers become supports research, teaching, tools, and strategies more strategic and effective. for understanding the ways in which faith inspires and informs philanthropy.

The groundbreaking Philanthropy • The firstLake Institute Network of Emerging Outlook, presented by Scholars (LINES) convened leading young Marts & Lundy, predicts researchers, advancing the institute’s role as catalyst, thought leader, convener, and funder growth rates in charitable filling the void in knowledge about faith and giving. giving to aid nonprofits’ • An Executive Certificate in Religious Fundraising planning and fundraising. for religious leaders and faith-based organization fundraisers launched with leading seminaries, including Christian Theological Seminary, Duke Divinity School, Fuller Theological Seminary, and • The Coutts 2014 Million Dollar Donors Report McCormick Theological Seminary. examined wealthy donors’ giving patterns in • Research on humanitarian international seven regions around the world. nonprofits earned Yale doctoral candidate • Giving in , released with The Chicago Shai Dromi the Lake Doctoral Dissertation Community Trust, is the first comprehensive Fellowship. study of individual, corporate, and foundation • Christian Smith, director of the University of giving in the six-county metropolitan region. Notre Dame’s Center for the Study of Religion and Society delivered the Thomas H. Lake Lecture. • As Lake Distinguished Visitor, Giving Back author Valaida Fullwood spoke about collective giving and African-American giving.

philanthropy.iupui.edu 5 The Fund Raising School and Women’s Philanthropy Institute

Preparing Fundraisers for Success

The Fund Raising School, which has trained more than 43,000 people in 40 countries over the past 40-plus years, teaches professionals and volunteers to be more effective fundraisers.

• Nonprofits around the world received training via The Fund Raising School’s contract programs. Training sponsors include the NCAA Accelerating Academic Success Program, the Islamic Society of North America, the National Campaign to Prevent Teen Pregnancy, the University of Puerto Understanding Women’s Philanthropy Rico, and Habitat for Humanity Indiana. • The Fund Raising School’s Director Tim Seiler was named the first Rosso Fellow in Philanthropic Research, education, and training by the Women’s Fundraising. He received the school’s Henry Philanthropy Institute examines the impact of A. Rosso Medal for Lifetime Achievement in Ethical Fundraising, and was the Association gender differences in philanthropy and the of Fundraising Professionals Indiana Chapter’s 2014 Outstanding Fundraising Professional. A powerful role women play in changing the world. scholarship honoring him will help more people access The Fund Raising School’s training. • A $375,000 research grant from the Bill & Melinda Gates Foundation to the Women’s

Enrollment in The Fund Raising School’s Philanthropy Institute will provide donors, nonprofits, and scholars with increased customized programs grew 14 percent and understanding of women’s philanthropy. public courses grew • The Women Give 2014 study found that younger, religiously unaffiliated women are generous donors, 16 percent. Public course participant providing insights for nonprofits. satisfaction averages 97 percent. • Women’s Philanthropy Institute Director Debra Mesch was named the Eileen Lamb O’Gara Chair in Women’s Philanthropy. • Ph.D. student Elizabeth J. Dale’s research • Bill Stanczykiewicz, former president and CEO on same-sex couples’ philanthropic practices of the Indiana Youth Institute, was appointed received the 2015 Women’s Philanthropy director of The Fund Raising School and senior Institute Doctoral Dissertation Fellowship. lecturer in Philanthropic Studies. • The Fund Raising School achieved its highest- • The Women’s Philanthropy Institute delivered a ever growth in revenue, up 48 percent from the web seminar for the Women’s Collective Giving prior year. Network, 38 organizations in 19 states comprising 7,500 women involved in giving circles.

6 Annual Report Lilly Family School of Philanthropy International Programs and Public Affairs

Innovating Together Internationally

Collaborative learning, research, education, and training with our international colleagues expand knowledge and deepen global engagement in philanthropy for the greater good.

Providing Perspectives • International philanthropists, scholars, and business people attended a China Philanthropy The school increases public understanding of the Summit, part of a collaboration of the school and the IU Research Center for Chinese Politics and important role philanthropy plays in society. Business funded by the Ford Foundation and the Henry Luce Foundation. • Dean Amir Pasic’s Asia trip included • Chair of the National Endowment for the Arts meeting with colleagues at the Asia Centre for and alumna Jane Chu spoke at a community Social Entrepreneurship and Philanthropy engagement and the arts symposium hosted by at the National University of Singapore and the school and other IU units. presenting at IU’s Asia-Pacific Alumni event in Bali, Indonesia. In China, he met with our • Emmett D. Carson, Ph.D., CEO and president board member Guangmei Yan and visited our of Silicon Valley Community Foundation and partners from Sun Yat-sen University, Tsinghua Visiting Charles Stewart Mott Foundation Chair School of Public Policy and Management, and on Community Foundations, participated in public Beijing Normal University’s China Philanthropy presentations at the school with Brian Payne, Research Institute. president and CEO of the Central Indiana Community Foundation, and with Diana Aviv, • Students in the school’s first study abroad president and CEO of Independent Sector. course spent two weeks in Berlin with Associate Professor Greg Witkowski learning about • Founding Dean Gene Tempel was chosen as philanthropy and public policy from local experts, one of The NonProfit Times’ 50 most influential lectures, and site visits. nonprofit sector leaders. • Distinguished alumnus Erdal Yildirim, who leads Koç Foundation and who received the IU Benton Medallion in 2014, visited the school The school continued to see increased interaction on with Koç University President Umran İnan to its social media properties, most notably LinkedIn, explore partnership opportunities. where page followers increased by 180 percent. On Facebook the school’s fan base rose 67 percent, while followers on Twitter grew 19 percent.

• Awareness of philanthropy and the school’s programs was raised through sponsorships of the IUPUI Regatta, the IUPUI Jaguars men’s basketball games, and the Indians baseball team’s education day, at which Dean Pasic threw out the first pitch.

philanthropy.iupui.edu 7 Financial Summary

The Lilly Family School of Philanthropy has completed its second fiscal year as a new school within Indiana University on the Indiana University–Purdue University Indianapolis campus, developed from the resources of the Center on Philanthropy. The school is dedicated to improving philanthropy to improve the world by training and empowering students and professionals to be innovators and leaders who create positive and lasting change. It offers a comprehensive approach to philanthropy through its academic, research, and international programs and through The Fund Raising School, Lake Institute on Faith & Giving, and the Women’s Philanthropy Institute.

The school works in close collaboration with the Indiana University School of Public and Environmental Affairs and the School of Liberal Arts and relies on valued support from thoughtful donors and partners. We work together to meet emerging opportunities and challenges with innovative programs and to share information with nonprofit professionals and scholars. These partnerships allow us to help change lives and communities and shape the future of philanthropy in Indiana, across the nation, and around the world.

The Lilly Family School of Philanthropy continues to champion and apply the principles of financial accountability to the public, transparency and honesty, and responsible stewardship of resources. And with that, we offer this financial information to further your understanding of our commitment to excellence in all areas of our operations.

This year’s report continues to include university-appropriated funds and assessment (the fee assessed by the University for use of its administrative systems, physical plant, parking services, etc.). We believe including these details provides additional clarity to the school’s financial activity. The Financial Statement for the 2014 – 2015 fiscal year reflects sources of revenue totaling $14.8 million and program expenses totaling $11.0 million resulting in a net positive balance of $3.8 million. This balance is comprised of $1.69 million in prepaid grant funding committed to multi-year grants, $285 thousand in contributions received to be committed per donor intent, $494 thousand in matching income received from endowment and campus sources to support endowed chairs, $956 thousand in The Fund Raising School program income, and $390 thousand of encumbered funds carried forward into the 2015 – 2016 fiscal year to cover expenses committed in the 2014 – 2015 fiscal year.

In the 2014 – 2015 fiscal year the school continued to implement a conservative financial plan while building the academic programs of the new school. As have many of its partner organizations in the sector, the school plans to continue with prudent expenditure budgeting for the 2015 – 2016 fiscal year in order to ensure its financial health and to operate as efficiently as possible.

Thank you for your continued support of the Lilly Family School of Philanthropy and its mission. Please contact us with any questions you might have about the 2014 – 2015 fiscal year financial information.

Timothy B. Fisher Chief Financial Officer (317) 278-8945 [email protected]

8 Annual Report Lilly Family School of Philanthropy REVENUE 2014 – 2015 2013 – 2014

IU Academic Course Tuition 1,154,231 856,086

Training Program/Participant Fees (TFRS, Lake, WPI) 3,101,185 2,598,011

University Appropriation 808,262 808,262

Operating Income (interest earned/reserves) 4,445,696 3,799,952

Other Operating Revenue (sales, grant residuals, indirect cost recovery, etc.) 942,590 1 1,536,148

Gift Revenue & Net Interest (excludes pledges and operating endowment interest) 691,228 2 695,844

Grant Revenue (received in IU Research for Research, TFRS, Lake, WPI, Int’l Programs) 3,624,313 3 2,273,870

Total Revenue 14,767,505 12,568,173

EXPENDITURES: 2014 – 2015 2013 – 2014

Salaries 4,909,042 4,345,369

Fringe Benefits 1,635,765 1,690,862

Assistantships/Scholarships 486,039 308,287

Supplies & Expense 2,813,818 4 3,746,460

Travel 441,233 520,665

University Assessment 605,965 562,734

Indirect Cost (charged on grants) 54,097 258,919

Total Expenditures 10,945,959 11,433,297

Net Balance (revenue less expense) 3,821,545 5 1,134,876

NOTES 1 Other Revenue includes indirect cost recovery, grant residuals, materials sales (TFRS, Giving USA) 2 Includes gift and interest income. Excludes pledges, Lilly and Lake operating endowments interest income which is reflected above 3 Grant revenue includes front-loaded payments received for multi-year awards (incl. Research, Academic Programs, TFRS, Lake, Int’l. Programs, WPI) 4 Includes supplies, phone, computers, copying/printing, contract services (incl. space rental). Note that reduction in 2014 – 2015 over 2013 – 2014 was due primarily to reductions in Grant S&E expenditures and Operating contractual service expenses (2013 – 2014 WPI symposium). 5 Positive balance the result of $1.69 million in prepaid multi-year grant funding, $285 thousand in contributions received to be committed per donor intent, $956 thousand from TFRS program income, $494 thousand from quasi-endowment and campus matching funding designated for endowed chair support, and $390 thousand of encumbered funds carried into the 2015 – 2016 fiscal year to cover expenses committed in 2014 – 2015.

philanthropy.iupui.edu 9 Financial Summary (continued)

SOURCES OF REVENUE 2014 – 2015

l 24.5% Grant Revenue Received (includes Research, TFRS, etc)

l 18.6% The Fund Raising School (course training fees) l 17.9% Endowment Interest and Reserves (operating endowment interest earned/reserves)

l 8.8% Other – Indirect cost recovery, materials sales (TFRS, Giving USA, etc.), and revenue not allocated Total Revenue to a particular program $14,767,505 l 7.8% IU Academic Course Tuition l 6.7% Other Operating Reserves (TFRS Cash Reserve) l 5.5% University Appropriation l 4.7% Gift Revenue and Interest (excludes pledges and operating endowment interest)

l 2.8% Lake Institute on Faith & Giving l 2.7% Women’s Philanthropy Institute

PROGRAM EXPENSES 2014 – 2015

l 18.7% Grant Expenditures l 16.4% The Fund Raising School l 15.0% Other – Expenses not allocated to a particular program (school-wide)

l 14.8% Academic Programs l 10.7% Administration (includes Dean’s Office, Finance, Technology) Total Expenses $10,945,959 l 5.5% University Assessment l 5.3% Development l 3.4% Lake Institute on Faith & Giving l 3.2% Communications & External Relations l 2.9% Research (non-grant funded general operating) l 2.4% International Programs l 1.7% Women’s Philanthropy Institute

10 Annual Report Lilly Family School of Philanthropy Leadership

BOARD OF VISITORS LEADERSHIP TEAM 2014 – 2015 2014 – 2015

Sonia Chen Arnold Irene Lilly McCutchen Amir Pasic Debra Mesch Counsel, Community Leader Eugene R. Tempel Dean Eileen Lamb O’Gara Chair Litigation and Legal in Women’s Philanthropy Compliance, Amir Pasic Cathie Carrigan Director, and Company Eugene R. Tempel Dean Managing Director, Women’s Philanthropy Institute IU Lilly Family School International Programs Chair, Donald Buttrey of Philanthropy Philanthropic Studies Faculty Of Counsel, Retired, Sean Dunlavy Wood & McLaughlin, LLP Nasser Paydar Director, Una Osili Executive Vice Chancellor, Fundraising and Institutional Director, Research Gwen Perry Davis IUPUI Advancement Deputy Director of Patrick M. Rooney Development, Ellen Remmer Timothy B. Fisher Associate Dean, Academic Museum of Contemporary Senior Partner, Chief Financial Officer Affairs and Research Art Chicago The Philanthropic Initiative David P. King Timothy L. Seiler Gail Freeman Marcela O. Rovzar Karen Lake Buttrey Director, Director, President, President and Founder, Lake Institute on The Fund Raising School Freeman Philanthropic PROCURA Faith & Giving Services Bill Stanczykiewicz Kevin Salwen Marilyn H. Kuhn Director, Ted Grossnickle Author and Philanthropist Chief Operating Officer The Fund Raising School Senior Consultant and Founder, Cindy Simon Skjodt Gene Tempel Johnson, Grossnickle Community Leader Founding Dean and Associates, Inc. Dan Smith Maureen Hackett President and CEO, Community Leader Indiana University Foundation Alisa Hendrix Community Leader Jerre Stead Chairman and CEO, Yvonne Hunt IHS Inc. Community Leader Guangmei Yan Jay Love Vice President, CEO, Bloomerang Sun Yat-sen University

Melynne Klaus Daniel Yates Director, Partner, Christel DeHaan Bose McKinney & Evans, LLP Family Foundation

Stephanie Goodrid Lawson Gift Officer and Director, Marianne Tobias Program, Eskenazi Health Foundation

philanthropy.iupui.edu 11 Our Donors

We thank our thoughtful donors who share the Indiana University Lilly Family School of Philanthropy’s commitment to create positive and lasting change in the world. It is with their support that our faculty and staff are able to train and empower students and practitioners to innovate and lead in our global community. Together, we can shape the future of philanthropy and the world around us.

The individuals, corporations, and foundations acknowledged in the following lists of our donors are vital to the success and growth of our school. We are tremendously grateful for their generous and ongoing support.

SAGE SOCIETY Thomas and Lou Glenn Jamie and Audra Levy Jeff Richardson Lifetime giving of $10,000 Marianne Glick and Ted and Debby Lilly Patrick and Lisa Rooney or more Michael Woods Ruth Lilly* Dottie C. Rosso John Glier Michael and Amy Alley Christine and Philip Henry A. Rosso* Eugene* and Marilyn* Glick Lodewick Anonymous Alexis* and Marcela de David and Holly Grange The Honorable P.A. Mack, Jr. Rovzar L.H. and Dianne Bayley James and Karen Greenfield Michael S. Maurer Richard C. Searles Richard A. Behrenhausen Kirsten Grønbjerg and Russell G. and Lou Ann Tim and Karen Seiler Dwight and Audrey Gerry Suttles Mawby Burlingame Curt Simic Ted and Marcia Grossnickle William* and Rose Mays Karen Lake Buttrey* and Cynthia Simon Skjodt and Donald Buttrey Maureen O’Gara Hackett Irene Lilly McCutchen and Paul Skjodt and Jim Hackett William McCutchen Donald A. Campbell, Jr. Charles and Angela Smith William* and Terri Hanrahan William C. McGinly Robert and Carol Carter Jerre and Mary Joy Stead Robert F. Hartsook E. Kirk McKinney Amy Jorgensen Conlee Herman R. Sutherland Warren F. Ilchman Debra Mesch and Tate Ayers Barbara and Louis Coury Gene and Mary Tempel Harriet M. Ivey James and Jacqueline Claudine Donikian Charles Tomberg David H. Jacobs, Jr. Morris Michelle Staggs Doninger Frank and Jane Walker Charles and Virginia* Andrew J. Paine, Jr. Mr. and Mrs. Sean Dunlavy Carter Wolf Johnson Robert* and Pauline* Payton Don* and Suzanne* Karen B. Wood Dottie and Martin Johnson James J Pellerite Earnhart Jacki Zehner Jane Leighty Justis Gwendolyn Perry Davis Lori M. Efroymson-Aguilera Karl* and Barbara* Zimmer David and Melynne Klaus George and Peggy Rapp William and Edie Enright Leslie and Kathleen Ellen Remmer and Arthur C. Frantzreb* Lenkowsky Christopher Fox Gail L. Freeman John* and Audrey Leslie Kim M. Gattle

*deceased

12 Annual Report Lilly Family School of Philanthropy ROSSO SOCIETY ENDOWED FUNDS Efroymson Chair in Rapp RISE Scholarship Planned gifts benefitting These endowed funds Philanthropy Robert and Carol Carter the Lilly Family School of support the daily work of Eileen Lamb O’Gara Chair RISE Scholarship Philanthropy the Lilly Family School of in Women’s Philanthropy Robert F. Hartsook Chair Philanthropy Elmira Annis RISE in Fundraising Anonymous Scholarship Russell G. and Lou Ann Linda R. Brimmer Angela Sowers Dunlavy Endowed Chair in Mawby RISE Scholarship Undergraduate Scholarship Dwight and Audrey Community Philanthropy Russell G. and Lou Ann Burlingame Arthur Carl Frantzreb Ernest W. Wood Scholarship Mawby RISE Scholarship 2 Professorship Donald A. Campbell, Jr. Eugene R. Tempel Deanship Russell G. and Lou Ann Binford Chair in Corporate Gail L. Freeman Mawby RISE Scholarship 3 Citizenship Eugene R. Tempel Fellowship James and Karen Greenfield established by P.A. Mack, Jr. Russell G. and Lou Ann Campbell Family Mawby RISE Scholarship 4 Kirsten Grønbjerg and Gerry Endowment Hartsook Fellowship Suttles Hartsook Institute for Russell G. and Lou Ann Conlee Family RISE Mawby RISE Scholarship 5 Robert F. Hartsook Scholarship Applied Fundraising Research Ruth - Harriet M. Ivey Debra Mesch Doctoral Hearst Minority Fellowship Philanthropy Charles and Virginia* Fellowship for Research on School of Philanthropy Johnson Women’s Philanthropy Jim and Alice Rooney RISE Scholarship Alumni Association “SoPAA” John* and Audrey Leslie Dickinson/Stone/Ilchman Scholarship John J. Schwartz, CFRE, James J Pellerite Fellowship for Graduate Education and Family Graduate Stead Family Chair in Mike and Julie Perigo International Philanthropy Donikian Family Endowed Assistantship, established Gwendolyn Perry Davis Lectureship in Planned by Walter R. Winfree, III Tempel Dean’s Philip M. and Elizabeth C. Giving Joseph & Matthew Payton Discretionary Fund Purcell Dottie Rosso Philanthropic Studies Tempel Family RISE Patrick and Lisa Rooney Scholarship Fund Library Fund Scholarship Marilyn Ross and Bob Dr. Debra Mesch Women’s Karen Lake Buttrey The Fund Raising School Schwartzberg Philanthropy RISE Directorship Excellence in Programs, Initiatives and Training Dottie C. Rosso Scholarship 1 Karen Lake Buttrey Memorial Fund Endowment David and Ann Sternberg Dr. Debra Mesch Women’s Philanthropy RISE Kirsten A. Grønbjerg The Glenn Family Chair Martha A. Taylor Scholarship 2 Research Fund in Philanthropy Gene and Mary Tempel Dr. Patrick M. Rooney L.H. and Dianne Bayley Thomas H. Lake Chair Natasha van Bentum Leadership in Philanthropy RISE Scholarship Thomas Lake Fund Walter R. Winfree, III RISE Scholarship 1 Lake Institute on Timothy L. Seiler Award Dr. Patrick M. Rooney Faith & Giving William and Edie Enright Leadership in Philanthropy Lilly Family School of Fellowship in Philanthropic RISE Scholarship 2 Philanthropy Philanthropic Studies Dwight and Audrey Studies Undergraduate Fund Burlingame Doctoral Melvin Simon Chair in Fellowship Philanthropy

*deceased

philanthropy.iupui.edu 13 Our Donors (continued)

FOUNDERS’ SOCIETY Mr. CF Callihan John Glier Jane Leighty Justis Giving at the $1,000 level or Donald A. Campbell, Jr. Elizabeth Gore Ben F. Kelley, Jr. above to build a foundation John M. Carreon Kay Sprinkel Grace W.K. Kellogg Foundation for the new Lilly Family CCS Bob and Laura Grimm David and Melynne Klaus School of Philanthropy Central Indiana Community Kirsten Grønbjerg and Brad Kruse and Dr. Salvatore P. Alaimo Foundation Gerry Suttles Kimberly Faurot Cheryl L. Altinkemer Sonia Chen and Ian Arnold Ted and Marcia Grossnickle Marilyn H. and Robert A. Kuhn Alejandro S. Amezcua, Ph.D Sara and David Cobb Kathleen O. Hackett Thomas H. Lake Patricia Annino Aaron Conley, Ed.D. Maureen O’Gara Hackett Stephanie Lawson and Anonymous Barbara and Louis Coury Mr. Rob Caito and Ms. Dena Rae Hancock William Lawson The Atlantic Philanthropies Mr. and Mrs. Timothy B. Fisher Nathan and Autumn Hand Leslie and Kathleen (USA) Inc. Lenkowsky Jennifer and David Davis Robert F. Hartsook Susan L. Axelrod John* and Audrey Leslie Marcela O. de Rovzar Shakeela and Zia Hassan Andrew and Aly Baker Jamie and Audra Levy Roberta Donahue and Julie A. and J W. Hatcher Jacqueline and Kenneth Ruth Lilly* Baker James Wold The William Randolph Hearst Lilly Endowment Inc. Doctors Charles R. Bantz Claudine Donikian Foundations and Sandra Petronio Michelle Staggs Doninger Erin Hedges and Brian Christine and Philip Lodewick Cathy Bastin Mr. and Mrs. Sean Dunlavy Dillman Kathleen E. Loehr L.H. and Dianne Bayley Dr. Maureen Egan Alisa Hendrix Jay and Christie Love Richard A. Behrenhausen Tonja and Francis Eagan The William and Flora Hewlett Foundation José and Gertrude Lusende Jean and Jerry Bepko Lori M. Efroymson-Aguilera James and Sally Hodge The Honorable P.A. Mack, Jr. Dr. Angela Bies and Edward Ellis Amanda Holland and Dr. Therese F. Martin Dr. Toby Egan Debra Engle Michael Knoeller Russell G. and Lou Ann MaryEllen Kiley Bishop William and Edie Enright Lindsey Humes Mawby Kathryn Kraus Bolks and Carole and Robert Evans Sean Bolks Yvonne Hunt Marnie Maxwell and Thomas and Alice Ewbank John Krauss Jennifer Broome Warren F. Ilchman Emanuel Forster Angela and Bill McBride Melissa Buller Harriet M. Ivey Gail L. Freeman Robert R. McCormick Dwight and Audrey Patricia Jackson and Tyrone and Michelle Foundation Burlingame Will Millard Freeman Irene Lilly McCutchen The Saltsburg Fund – David H. Jacobs, Jr. Kim M. Gattle Donald W. Buttrey Paula J. Jenkins, CFRE William C. McGinly Angela K. Gill Karen Lake Buttrey* and Charles and Virginia* Sally Biddle McGuffey Donald Buttrey Thomas and Lou Glenn Johnson Michael A. and Laurie Burns Jeffrey D. Byrne Marianne Glick Dottie and Martin Johnson McRobbie Peggy J. Calhoun Amy Jorgensen Conlee

*deceased

14 Annual Report Lilly Family School of Philanthropy Amy and Harold Melser Tim and Karen Seiler PROFESSIONAL Corporate and Foundation Virginia Merkel Sondra Shaw-Hardy ASSOCIATES Professional Associates Debra Mesch and Tate Ayers Curt Simic Individuals who have CCS supported the school at Brad and Katelyn Milius Cynthia Simon Skjodt Central Indiana Community the $300 to $999 level and James and Jacqueline and Paul Skjodt Foundation corporations and foundations Morris Caroline Altman Smith and Charles Stewart Mott Charles Stewart Mott Christopher W. Smith that have supported the Foundation school at the $5,000 level Foundation Daniel C. Smith and Christel DeHaan Family David R. Murray Jonlee Andrews or more during the past Foundation fiscal year Denny and Donna Oklak The Reverend Ms. Genet C. Graham-Pelton Soule Consulting Inc. Jon and Andrea Pactor Individual Professional Jerre and Mary Joy Stead HopeLab Mary Pang Associates David and Ann Sternberg Johnson, Grossnickle & James J Pellerite Katherine and Richard Caitie and Nick Stewart Associates, Inc. Gwendolyn Perry Davis Badertscher Eric Stovall Lilly Endowment Inc. Monica R. Peterson Lisa C. Bennett Todd Sukol Lumina Foundation for Thomas Pettinga M. Gasby Brown Tami A. Tarpley Education Bob and Marion W. Pierpont Jason and Monica Chandler Martha A. Taylor The National Bank of Laura A. Pinhey Eleanor T. Cicerchi Indianapolis Gene and Mary Tempel Matt and Katie Prine Adriene Davis Kalugyer Network for Good Jason and Elin Tempel George and Margaret Rapp Elizabeth A. Elkas Nicholas H. Noyes, Jr., Dr. and Mrs. Jonathan T. Mr. and Mrs. Thomas E. Reilly Meg Gammage-Tucker Memorial Foundation Tempel Ellen Remmer and Diane Gedeon-Martin and Oriental Holy Land Zachary and Claire Tempel Christopher Fox Roger Martin Foundation Richard W. Trollinger Jeff Richardson James and Karen Greenfield Pentera, Inc. Matt and Lisa Viaches N. Clay and Amy Robbins Bob and Troy Kassing Robert R. McCormick Abbie J. von Schlegell Foundation Paula Rozicki Roberts Alison D. Kravchuk Lilya and John Wagner Ruth Lilly Philanthropic Linda Rohrman Paula M. Means Frank and Jane Walker Foundation Patrick and Lisa Rooney Carrie L. Schleis Mal Warwick Philanthropic Schwab Charitable Dottie C. Rosso Liza Newman Fund of RSF Social Finance The William and Flora Kevin and Joan Salwen David T. Nolan Virginia Willcox Hewlett Foundation Dan and Patty Schipp Carole J. Pence Karla Williams, MA, ACFRE United Nations Foundation Vicki Schooler and William and Gail Plater Eugene R. Wilson United Student Aid Funds, Inc. S. Dean Schooler, Jr., Ph.D. Susan F. Rice, Ed.D., ACFRE Lisa Witter Gene and Linda Schulstad Dennis and Sandy Sasso Richard and Diane Dalto Scott and Kathryn Schurz Woosnam David and Patti Shufflebarger Richard C. Searles C. Daniel and Diana Yates Michele Thomas Dole, MS, CFP Terra and Kevin Seidel Jacki Zehner Ann Updegraff Spleth J. Andrew Ware

philanthropy.iupui.edu 15 Our Donors (continued)

RESEARCH PARTNERS Bill & Melinda Gates Giving USA Foundation Points of Light Institute (July 1, 2012–June 30, 2015) Foundation* Global Impact Roche Diagnostics Case Foundation This list recognizes Grand Valley State University The Salvation Army individuals, corporations, CCS Greater Indianapolis Stichting Noaber Foundation foundations, and Charles Stewart Mott Progress Committee United Student Aid Funds, Inc. Foundation* organizations that have John Templeton Foundation* U.S. Trust, Bank of America provided funding for research The Chicago Johnson, Grossnickle and Private Wealth Management Community Trust at the level of $10,000 and Associates Vanguard Charitable Claudine Donikian above. We are grateful for Jumpstart The Western Union their generous and ongoing Council of Alumni The Kresge Foundation Foundation Association Executives support of our research Lilly Endowment The Wilbur and Hilda Glenn programs. Coutts & Co. Marts & Lundy, Inc. Family Foundation Duke Energy Foundation Mission Throttle Youth Philanthropy Initiative The Trustees of the of Indiana The Moody’s Foundation Fidelity Charitable Pentera, Inc. Flamboyan Foundation

*These Research Partners have specifically supported the Philanthropy Panel Study (PPS) at the level of $10,000 and above. PPS is also made possible by essential private support from many other individual donors.

16 Annual Report Lilly Family School of Philanthropy

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