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