Preparing for a New Philanthropic Landscape

Knowledge is one of philanthropy’s most valuable foundations. Generating, examining, and sharing knowledge is central to our school’s enterprise. New insights this year ranged from gender differences and global philanthropy Amir Pasic Eugene R. Tempel Dean to tax policy’s impact and how virtual reality affects empathy. Research on the Indiana University Lilly Family philanthropy of traditionally under-represented communities and the Mays School of Philanthropy Family Institute Diverse Speaker Series demonstrated that the diversity of philanthropy helps us appreciate the commonality of human generosity.

Improving philanthropy requires better connecting research and professional practice. New partnerships developed by faculty and staff, The Fund Raising School, Lake Institute on Faith & Giving, the Mays Family Institute on Diverse Philanthropy, and the Women’s Philanthropy Institute unite research and practice to advance philanthropy.

For our students, it was a year of abundant opportunities. New learning options, including an Honors major and an accelerated master’s program for undergraduates, make a philanthropy education even more compelling and convenient. Generous donors provided scholarships, fellowships, and endowed faculty positions to prepare our students to become the next generation of philanthropy leaders and innovators in an ever-changing philanthropic landscape.

We thank you, our colleagues, supporters, and friends, for your encouragement and for making these opportunities possible.

Best regards,

Amir Pasic Eugene R. Tempel Dean Indiana University Lilly Family School of Philanthropy Highlights ...... 2 – 7

Financial Summary ...... 8 – 10 Helene D. Gayle, president and Leadership ...... 11 CEO of The Chicago Our Donors ...... 12 – 16 Community Trust, and Rose M. Mays, Introduction ...... 12 founder of the Mays Sage Society ...... 12 Family Institute on Diverse Philanthropy. Rosso Society ...... 14 Gayle was the Endowed Funds ...... 14 inaugural speaker in the institute’s Dean’s Circle ...... 15 2018-2019 Diverse Speaker Series. Senior Professional Associates...... 16

Professional Associates ...... 16

Research Partners...... 16

Philanthropy Industry Exchange ...... 16

A History of Innovation ...... Inside back cover

philanthropy.iupui.edu 1 A generous gift from the Thomasson Family is providing four-year scholarships equivalent to the cost of tuition and fees, room, board, books, and support for a semester of study abroad to three incoming, first-year undergraduate students. Thomasson Scholars Sylvana Jajou, Emma Rota-Autry, and Lucy Hauser are already gaining philanthropy experience and have careers planned that will change lives and communities.

Alumni Ashleigh Graves-Roesler, M.A.’09, and Bryan Roesler, M.A./M.P.A.’09, recently served in the United States Peace Corps in Ivano-Frankivsk, Ukraine. The fundraising professionals built capacity and sustainability for local NGOs, including writing grant proposals and teaching proposal writing. The experience culminated in the launch of their new business, writing proposals and managing grants for nonprofits.

2 philanthropy.iupui.edu Three esteemed scholars were appointed to endowed chairs created by generous donors. Patricia Snell Herzog, Ph.D., is the Melvin Simon Chair in Philanthropy. Laurie Paarlberg, Ph.D., (shown) is the Charles Stewart Mott Foundation Chair on Community Foundations. Pamala Wiepking, Ph.D., is the Visiting Stead Family Chair in International Philanthropy.

The Mays Family Institute Diverse Speaker Series hosted leading experts on diversity, equity, and inclusion in philanthropy, including black, LGBTQ and Latinx philanthropy. The speakers were: Helene Gayle, The Chicago Community Trust; Susan Batten, ABFE: A Philanthropic Partnership; Jim Moore, University of Illinois Foundation; Noah Drezner, Columbia University; and Sandra Vargas, formerly of The Minneapolis Foundation.

Academic milestones include the first graduates to earn degrees entirely via our online master’s degree option, an Honors Major, and an Accelerated Master’s for undergraduates that lets students finish sooner and save money. Among master’s, Ph.D., and graduate certificate graduates, 100% were employed or pursuing further education within six months of graduation, as were 94% of bachelor’s graduates.

The Women’s Philanthropy Institute released the first study to examine the intersection of race, gender, and giving. Women Give 2019 found that people of all races give to charity, and a donor’s race doesn’t have a significant effect on the amount given. The report, funded by a grant from the Bill & Melinda Gates Foundation, demonstrates the unique perspectives women of color bring to philanthropy.

philanthropy.iupui.edu 3 The Patterson Foundation and the school launched a new program that offers our master’s degree graduates an opportunity to become Fellows at the foundation. Through the year-long, career-building experience, Fellows learn innovative philanthropic principles while sharing their expertise with the foundation. Hannah Saeger Karnei, M.A.’19, was selected as the first Fellow.

Strategic and generous grants from the McKinney Family Foundation created the McKinney Professor of Environmental Resilience and Philanthropy and reinforced the McKinney Family Philanthropic Fellows program that prepares students to become a new generation of change makers. Believed to be among the world’s first such professorships, the McKinney Professor will increase research on how philanthropy can help protect the environment.

4 philanthropy.iupui.edu The Fund Raising School launched a new Certificate in Fund Raising Leadership program, which allows both current and aspiring leaders to develop and strengthen their leadership abilities. The program prepares them to create a compelling vision, lead change, and coach implementation. It also deepens understanding of philanthropy, teaches the art of fundraising, and instills fundraising ethics. The Fund Raising School also offers a Certificate in Fund Raising Management and a Certificate in Nonprofit Executive Leadership.

Lake Institute on Faith & Giving’s Distinguished Visitor program and Mays Family Institute on Diverse Philanthropy hosted a public discussion Race Matters: Faith and Philanthropy in the African American Community. Brad Braxton, Smithsonian National Museum of African American History and Culture, Starsky Wilson, Deaconess Foundation and the National Committee for Responsive Philanthropy, and Aimée Laramore and Leah Gunning Francis, Christian Theological Seminary, comprised the panel.

Students on our study abroad trip, Philanthropy in a Comparative European Perspective, traveled to Berlin and Hamburg in Germany and to Amsterdam and Rotterdam in the Netherlands, hearing from world-leading scholars, philanthropy practitioners, and policy makers, and visiting local universities, social enterprises, and nonprofits. Participants captured their experiences and observations in posts on the course’s blog.

The 2018 U.S. Trust Study of High Net Worth Philanthropy provides a deeper analysis of the philanthropic priorities, motivations, and preferences of donors at this level, uncovering important differences in how women, millennials, LGBTQ individuals, and people from diverse racial and ethnic communities give and the causes and organizations they support. It is the seventh report in the biennial series.

philanthropy.iupui.edu 5 The Donald A. Campbell Chair in Fundraising Leadership, will be created with a $1.5 million gift from nationally recognized fundraising leader Donald A. Campbell, Jr., CFRE, a long-time board member and advisor. The chair will prepare students and professionals to lead effective fundraising programs, conduct research, connect research and professional practice, collaborate with The Fund Raising School, and teach courses.

Genevieve Shaker, M.A.’98, is incoming chair of the Philanthropic Studies Faculty. A scholar who was an advancement professional for nearly 20 years, her research aims to improve professional practice and policy and build scholarly knowledge. The recipient of numerous awards, Shaker co-developed and teaches the Celebrity Philanthropy course and is associate editor of the journal Philanthropy & Education.

6 philanthropy.iupui.edu Student Accomplishments & Awards Headcount by Academic Level

is the inaugural 210 Hannah Saeger arnei 198 Patterson Foundation Fellow 49 175 177 161 55 53 55 Emma RotaAutry, Lucy Hauser, 50 and Sylvana Jajou are the new 132 Thomasson Scholars 113 90 77 95

We had our largest graduating class (75) in May 2019 34 32 27 30 29

FALL 2014 FALL 2015 FALL 2016 FALL 2017 FALL 2018

Degrees Conferred by Fiscal ear July June

79 Thad Austin was awarded the 75 IUPUI William M. Plater Civic 16 Engagement Medallion 17

52 56 23 48 14 Tiara Dungy, Menghan Ho and Thad 9 11 8 Austin were named to the 14 12 Elite 0 at IUPUI

40 32 31 25 27 Macy Jackson was an IUPUI top 100 undergrad 8 6 4 4 3 FY 14/15 FY 15/16 FY 16/17 FY 17/18 FY 18/19 Nirupama Devanathan was an IUPUI top 10 undergrad

philanthropy.iupui.edu 7 FINANCIAL SUMMARY

The Lilly Family School of Philanthropy has completed its fth scal year as a new school within Indiana University on the Indiana University–Purdue University Indianapolis campus. The school continues to champion and apply the principles of nancial accountability to the public, transparency and honesty, and responsible stewardship of resources. And with that, we o
er this nancial 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 using its administrative systems, physical plant, parking services, etc.). We believe including these details provides additional clarity to the school’s nancial activity. The Financial Statement for the 2018–19 scal year reˆects sources of revenue totaling $18.4 million and program expenses totaling $15.4 million resulting in a net positive balance of $3.0 million. This balance is comprised mostly of prepaid grant funding received in 2016 thru 2019 for multi-year grants and endowed chair gifts.

In the 2018–19 scal year the school continued to implement a conservative nancial plan while building its academic programs. As have many of its partner organizations in the sector, the school plans to continue with prudent expenditure budgeting for the 2019–20 scal year in order to ensure its nancial health and to operate as e’ciently 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 2018–19 scal year nancial information.

Timothy B. Fisher

(317) 278-8945

Research Grant Awards

Fiscal Year Total Dollar Amount of Awards Total Number of Awards

FY 2019 $4,541,220 25

FY 2018$3,674,938 20

FY 2017 $1,509,850 23

FY 2016 $4,458,09 7 17

FY 2015 $5,985,003 20

8 philanthropy.iupui.edu Revenue 2018-19 2017-18

IU Academic Course Tuition 1,714,996 1,531,574

Training Program/Participant Fees (TFRS, Lake, WPI) 4,220,359 3,843,947

University Appropriation 1,259,780 1,249,960

Operating Income (interest earned/reserves) 5,063,346 4,142,766

Other Operating Revenue (sales, grant residuals, indirect cost recovery, etc.) 528,407 1 1,283,538

Gift Revenue & Net Interest (excludes pledges and operating endowment interest) 3,272,183 2 2,585,122

Grant Revenue (received for grants in Research, TFRS, Lake, WPI, etc.) 2,396,832 3 4,057,346

18455903 4 18694254

Expenditures 2018-19 2017-18

Salaries 6,314,251 6,156,665

2,104,750 2,052,222

Assistantships/Scholarships 557,078 565,753

Supplies & Expense (including equipment, contracts, etc.) 4,578,241 5 4,809,227

Travel 432,689 575,927

University Assessment 1,072,065 1,032,056

Indirect Cost (charged on grants) 370,507 481,917

15429582 6 15673766

Net Balance (revenue less expense) 3,026,321 7 3,020,48 8

Notes Other Revenue includes indirect cost recovery (from grants), grant residuals, materials sales (TFRS, etc.). .  Includes gift and interest income used, in part, to oset 2018-2019 operating expenses. Up from 2017-2018 due to increase in contributions to endowed chair commitments - excludes pledges. Also, interest income from Lilly and Lake Institute endowments reected in Operating Income above.  Grant revenue includes front-loaded payments received for multi-year awards (incl. grants to Research, Academic Programs, TFRS, Lake, WPI, etc.).  Overall increase in total revenue due primarily to increases in tuition income, training program (TFRS and Lake) revenue, grant revenue, indirect cost recovery income (from grants) and gift/interest income used to oset 2018-2019 expenses.  Includes supplies, phone, computers, copying/printing, contract services (incl. space rental).  Overall increase in expenditures over prior FY due to increase in compensation (new positions, annual salary adjustments and slight increase in IU's fringe benet rate), the large increase in contractual services on grants, and minor increases in travel (Lake, TFRS), increase in indirect cost on grants due to increase in overall grant expenditures, and an increase in the University's assessment  Positive net balance due primarily to prepaid multi-year grant funding received in 2018-2019 and gifts/contributions to endowed chair principal that will generate

interest income to support future faculty chair appointments.

philanthropy.iupui.edu 9 FINANCIAL SUMMARY (continued)

Sources of Revenue 2018-19

23.6% Endowment Interest Income (operating endowment interest earned/reserves)

21.1% The Fund Raising School (includes course training fees)

17.7% Gift Revenue and Interest (excludes pledges and operating endowment interest)

13.0% Grant Revenue Received (includes Research, Lake, TFRS , etc.) Total Revenue $18,455,903 9.3% IU Academic Course Tuition 6.8% University Appropriation 3.3% Other Operating Reserves (Ruth Lilly Endowment Income)

2.9% Other (indirect cost recovery, materials sales (TFRS, etc.) not allocated to a particular program)

1.6% Lake Institute on Faith & Giving

0.7% Women’s Philanthropy Institute

Program Expenses 2018-19

21.3% Administration Services, Finance, Operations, Technology)

17.9% Grant Expenditures

16.5% The Fund Raising School 15.7% Academic Programs

9.1% Other (expenses not allocated to a particular program, i.e. school-wide)

Total Expenses 6.9% University Assessment $15,429,582 4.0% Lake Institute on Faith & Giving 3.6% Development 2.8% Communications & Marketing 0.9% International Programs

0.7% Research (non-grant funded general operating) 0.6% Women’s Philanthropy Institute

10 philanthropy.iupui.edu LEADERSHIP

Gail Freeman Amanda Kamman Marty Posch Board of Visitors President & Founder, Vice President of President, Finish Line Youth Freeman Philanthropic Partnerships – Team Lead, Foundation 2018-19 Services, LLC Project Lead The Way, Inc. Maria M. Quintana Linda Friedlander Stephanie Goodrid Lawson President, Q2u Strategic Retired, Guidant Corp/ Executive Director, Advisory Group Boston Scientic McKinney Family Foundation Assistant General Counsel – Sharon Reed Litigation and Legal Maureen Hackett* Craig Leach Director of Administration, Compliance, President, Hackett Family Chairman and CEO, RCR Technology Corporation Eli Lilly & Company Foundation and Founder, Collegium Holdings, Inc. Nicole Robinson The Hackett Center for Dr. Rose Mays Vice President of Mental Health Principal, Founder, Mays Family Community Impact, Arabella Advisors Loren Harris Institute on Diverse Chicago Food Depository Chief Program and Philanthropy Ellen Rosenthal Strategy Ocer, The Private Wealth Advisor, Ti any McCorkle Museum Consultant Kenneth Rainin Foundation Morgan Stanley Private SaaS Executive, Strategic Cindy Simon Skjodt Wealth Management Alisa Hendrix, M.A. ’15 Advisor, Board Member, Co-Founder and Chair, Community Leader Investor, Excelsior Partners Samerian Foundation Retired Attorney Kimberley Myers Hewlett Irene Lilly McCutchen* Daniel C. Smith Associate Director, Community Leader 12 President and CEO, Corporate, Foundation National Director, Holiday Hart McKiernan Indiana University Foundation and Association Relations, Foundation, Federated, Executive Vice President, Stanford University Rob Smith and Special Event Revenue, Chief Operating Ocer and Medical Center Senior Vice President for American Red Cross General Counsel, Collaborative Strategies, Tom Hiatt, M.A. ’18 Lumina Foundation Lilly Endowment Inc. Community Leader and Executive Vice President, Ann Merkel Board Member, Nonprots Jerre Stead* Mission Advancement Senior Vice President & and Corporations CEO, and Philanthropy, Chief Marketing Churchill Capital Corporation Strada Education Network Perry Hines Development Ocer, Principal, The Hines Group, LLC The National Bank of Ace Yakey Indianapolis Retired Vice President for CEO, RepuCare Inc. Peter Hoskow Community Development, Principal and Managing Sally Bindley Millman 04 Lilly Endowment Inc. Director, CCS Founder and CEO, Managing Director, School on Wheels Corp. Caren Yanis INFLUENCE|SG; Managing L. Gregory Jones Philanthropic Adviser, Director and Principal Dean, and Ruth W. and Amir Pasic Croland Consulting Researcher, Cause and A. Morris Williams Jr. Eugene R. Tempel Dean Social In uence; Managing Professor of Theology Indiana University Erdal Yildirim, M.A. ’05 Director, Ad Council Edge and Christian Ministry, Lilly Family School of President, Duke Divinity School, Philanthropy, IUPUI Vehbi Koç Foundation Jud Fisher, M.A. ’07 Duke University President and COO, *Lifetime Member Ball Brothers Foundation

Leadership Team Director, Student Services Eileen Lamb O’Gara Chair Executive Associate Dean, and Admissions in Women’s Philanthropy 2018-19 Director, Women’s Philanthropy Institute Chair, Philanthropic Studies Faculty Eugene R. Tempel Dean Karen Lake Buttrey Director, Associate Dean, Research 10 Lake Institute on and International Programs Assistant Dean Assistant Dean for Development Faith & Giving Dean’s Fellow, for External Relations and Alumni Relations Mays Family Institute on Director, Diverse Philanthropy The Fund Raising School

philanthropy.iupui.edu 11 In October 2017, IU President Michael A. McRobbie extended the For All Bicentennial Campaign to run through June 2020 and increased the university goal to $3 billion, the largest campaign goal in the history of the university. The Lilly Family School of Philanthropy stands at $43,750,909 on a goal of $50,000,000 with one year remaining.

Thank you to 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 your 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 shape the future of philanthropy and the world around us.

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

Bill & Melinda Gates Foundation The Cummins Foundation Global Impact Boston Foundation The DBJ Foundation Google, Inc. Donors with lifetime Incorporated Beatrice P. Delany Charitable Grand Haven Area Community cumulative giving greater Lynde and Harry Bradley Trust Foundation than $25,000. Foundation Deloitte LLP Grand Valley State University Richard E. Brashear Claudine Donikian Greater Horizons Dwight and Audrey Burlingame Doris Duke Charitable Greater Houston Community Anonymous Karen Lake Buttrey* and Foundation, Inc. Foundation The Ahmanson Foundation Donald Buttrey Duke Energy Foundation James and Karen Greenfield Americans for the Arts Donald A. Campbell, Jr. ECMC Foundation John E. Grimmer, II, ‘16 R. B. Annis Educational Campbell & Company Lori M. Efroymson-Aguilera Ted and Marcia Grossnickle Foundation Cantigny Foundation Efroymson Family Fund Maureen O’Gara Hackett and Jim Apgar Foundation Carnegie Corporation of New Eli Lilly & Company Foundation Hackett Association for Research on York William and Edie Enright Hackett Family Foundation Nonprofit Organizations & The Case Foundation Voluntary Action (ARNOVA) Eugene & Marilyn Glick Harmon Construction, Inc. CCS New York Foundation Corporation Association of Fundraising Hart Philanthropic Services Group Professionals Center For FaithJustice Fidelity Charitable Gift Fund Robert F. Hartsook The Atlantic Philanthropies Center on Muslim Philanthropy Flamboyan Foundation Hartsook Companies, Inc. (USA), Inc. Central Indiana Community The Foundation Center The Hearst Foundations Foundation, Inc. Bank of America Global Wealth Arthur C. Frantzreb* William Randolph Hearst The Chicago Community Trust & Investment Management GHR Foundation Foundation Community Foundation of Battle Creek Community Giving Institute/Giving USA William & Flora Hewlett Greater Memphis Foundation Foundation Foundation Council of Alumni Association L.H. and Dianne Bayley Thomas and Lou Glenn Conrad N. Hilton Foundation Executives Matt and Kate Beem The Wilbur and Hilda Glenn Hudson Institute Coutts & Co Bessemer Trust Company Family Foundation Warren Ilchman

12 philanthropy.iupui.edu Independent Sector William* and Rose Mays Schwab Charitable Fund Benita and Jeffery The Indianapolis Foundation Robert R. McCormick Searle Freedom Trust Thomasson Indianapolis Power & Light Foundation Terra, ‘09 and Kevin Seidel Tides Foundation Company Robert and Shelley McKinney Shell Oil Company Foundation Toleo Foundation International Development McKinney Family Foundation Curt Simic The Tomberg Family Research Centre Philanthropies Debra Mesch and Tate Ayers Cynthia Simon Skjodt and International Institute of Islamic Mission Throttle L3C Paul Skjodt United Methodist Services Thought for the Aging The Moody’s Foundation William E. Simon Foundation, Harriet M. Ivey United Way of America Charles Stewart Mott Inc. David H. Jacobs, Jr. Foundation Jerre and Mary Joy Stead United Way Worldwide The Japan Foundation - New Matthew B. Murphy, III Stead Family Foundation University of Notre Dame York National Recreation The Steinhardt Foundation for Vanguard Charitable Lacy and Patty Johnson Foundation, Inc. Jewish Life Endowment Program Charles* and Virginia* Johnson NFL Youth Football Fund Strada Education Network YMCA of the USA Dottie and Martin* Johnson Ginny and Peter Nicholas Target Corporation Jacquelyn M. Zehner Johnson & Johnson Nicholas H. Noyes, Jr. Gene and Mary Tempel Jacquelyn & Gregory Contribution Fund Zehner Foundation Memorial Foundation, Inc. The John Templeton Johnson Grossnickle and Oriental Holy Land Foundation Associates, Inc. Foundation Louis G. Jordan Marcela O. de Rovzar Jumpstart Robert* and Pauline* Payton W.K. Kellogg Foundation James J. Pellerite The Kresge Foundation Pew Research Center Jane Leighty Justis Points of Light Foundation Learning by Giving Foundation Porticus North America Leighty Foundation Foundation Leslie and Kathleen Lenkowsky George and Peggy Rapp John* and Audrey* Leslie Ellen Remmer and Irene Lilly McCutchen and Christopher Fox William McCutchen Robert Bosch Stiftung GmbH Ted and Debbie Lilly Roche Diagnostics Corporation Ruth Lilly* Rockefeller Brothers Fund, Ruth Lilly Philanthropic Foundation Inc. Lilly Endowment Inc. Patrick and Lisa Rooney The Henry Luce Foundation, Inc. Dottie C. Rosso The Honorable P.A. Mack, Jr. Alexis* and Marcela Rovzar Madison Community The Saltsburg Fund Foundation Saltsburg Fund Charitable Marin Community Foundation Trust Marts & Lundy, Inc The Salvation Army Russell* and Lou Ann Mawby Samerian Foundation, Inc.

*deceased philanthropy.iupui.edu 13 Hartsook Fellowship Mays Family Institute on Diverse Hartsook Institute for Applied Philanthropy Endowment Donors who have Endowed gifts provide Fundraising Research Debra Mesch Doctoral Fellowship established planned gifts ongoing income in perpetuity Robert F. Hartsook Chair in for Research on Women’s Philanthropy or bequests in their estate that support a margin of Fundraising plans. excellence for the Lilly Family Hearst Minority Fellowship Dr. Debra Mesch Women’s Philanthropy RISE Scholarship 1 School of Philanthropy. Harriet M. Ivey Capstone Student Fund Dr. Debra Mesch Women’s Richard E. Brashear Philanthropy RISE Scholarship 2 Johnson Family Scholars Linda R. Brimmer Elmira Annis RISE Scholarship Joseph and Matthew Payton Charles A. and Virginia Philanthropic Studies Library Fund Dwight and Audrey Burlingame L.H. and Dianne Bayley RISE W. Johnson Directors Donald A. Campbell, Jr. Scholarship Discretionary Fund James and Helen Mae Pellerite Philanthropic Studies Scholarship Aaron and Stefanie Conley Binford Chair in Corporate Karen Lake Buttrey Citizenship Rapp RISE Scholarship Gail L. Freeman Directorship Burlingame Reading Room Charles Stewart Mott Foundation James and Karen Greenfield Karen Lake Buttrey Memorial Fund Fund Chair on Community Foundations Ann Fitzgerald, ‘11 and Samuel Dwight and Audrey Burlingame Jim and Alice Rooney RISE Hinojosa Thomas H. Lake Chair Doctoral Fellowship Scholarship Kirsten Grønbjerg and Gerry Thomas H. Lake Fund Campbell Family Endowment Dr. Patrick M. Rooney Leadership Suttles* Lake Family Institute on Faith Robert and Carol Carter RISE in Philanthropy RISE Scholarship 1 Robert F. Hartsook and Giving Scholarship Dr. Patrick M. Rooney Leadership Eileen Lamb O’Gara Chair in Harriet M. Ivey in Philanthropy RISE Scholarship 2 Conlee Family RISE Scholarship Women’s Philanthropy Charles* and Virginia* Johnson Dottie Rosso Scholarship Fund Dickinson-Stone-Ilchman Lilly Family School of Brad Kruse, ‘99 and Kimberly Fellowship for Graduate Philanthropy Study Abroad School of Philanthropy Alumni Faurot Education Scholarship Association (SOPAA) Scholarship John* and Audrey* Leslie Donikian Family Endowed Lilly Family School of John J. Schwartz, CFRE and Irene Lilly McCutchen and Lectureship in Planned Giving Philanthropy Undergraduate Family Graduate Assistantship William McCutchen Fund Scholarship established by Walter R. Winfree, III Ruth Lilly* Angela Sowers Dunlavy Irene Lilly McCutchen and Timothy L. Seiler Award James J. Pellerite Undergraduate Scholarship William McCutchen Fellowship Curtis R. Simic Scholarship Mike and Julie Perigo Efroymson Chair in Ruth Lilly Endowment- Melvin Simon Chair in Philanthropy Philanthropy Philip M. and Elizabeth C. Philanthropy Stead Family Chair in International Purcell William and Edie Enright Russell G. and Lou Ann Mawby Philanthropy Fellowship in Philanthropic Patrick and Lisa Rooney RISE Scholarship Eugene R. Tempel Deanship Studies Dottie C. Rosso Russell G. and Lou Ann Mawby Eugene R. Tempel Fellowship Arthur Carl Frantzreb RISE Scholarship 2 established by P.A. Mack, Jr. Marilyn Ross and Bob Professorship Schwartzberg Russell G. and Lou Ann Mawby Mary J. and Eugene R. Tempel Fund Raising School Excellence RISE Scholarship 3 Dean’s Fund Curt Simic for Programs, Initiatives and Russell G. and Lou Ann Mawby David and Ann Sternberg Training Endowment The Tempel Family RISE RISE Scholarship 4 Scholarship Gene and Mary Tempel Glenn Family Endowed Chair in Russell G. and Lou Ann Mawby Philanthropy Ernest W. Wood Scholarship Benita and Jeffery Thomasson RISE Scholarship 5 Kirsten A. Grønbjerg Research Anonymous Natasha van Bentum, CFRE William G. Mays Fellowship Fund Cheryl and Kemal Altinkemer Walter R. Winfree, III

14 philanthropy.iupui.edu Maureen V. Egan David H. Jacobs, Jr. Amir Pasic and Sujata Matthew Ehlman, ‘18 Dottie and Martin* Johnson Chakrabarti Pasic Recognizes donors making Eli Lilly & Company Johnson Grossnickle and George and Peggy Rapp gifts at the $1,000 level or William and Edie Enright Associates, Inc. Ellen Remmer and Christopher Fox greater during the fiscal year. Jennifer Evans and G. Jackson L. Gregory and Susan Jones Tankersley, Jr. Matt Keller RepuCare, Inc. Thomas P. Ewbank Melynne, ‘03 and David Klaus N. Clay and Amy Robbins Anonymous Facebook, Inc. Learning by Giving Foundation Robert Bosch Stiftung GmbH Cheryl and Kemal Altinkemer Ann Fitzgerald, ‘11 and Samuel Jane Leighty Justis Rockefeller Brothers Fund, Inc. Caroline Altman Smith, ‘04 and Hinojosa Joyce Q. Rogers Christopher Smith Leighty Foundation The Foundation Center The Saltsburg Fund Patricia Annino Jamie, ‘01 and Audra Levy Gail L. Freeman Saltsburg Fund Charitable Sonia Chen Arnold and Ian J D Levy and Associates Trust Arnold Zeke and Linda Friedlander Irene Lilly McCutchen and Steven and Jessica Sarowitz Katherine E. Badertscher, ‘15 Bill & Melinda Gates Foundation William McCutchen The Schooler Family Bank of America Foundation Kim M. Gattle, ‘96 and Carter Ted and Debbie Lilly Wolf Foundation Sally Biddle McGuffey Lilly Endowment Inc. Eugene & Marilyn Glick Schwab Charitable Fund Sally Bindley Millman and Clark Ruth Lilly Philanthropic Foundation Corporation Terra, ‘09 and Kevin Seidel Millman Foundation Marianne Glick and Michael Shell Oil Company Foundation Boston Foundation, Incorporated Kathleen E. Loehr Woods William L. Shrewsberry, Jr. Bruce Boyd The Henry Luce Foundation, Inc. Grand Haven Area Community Madison Community Curt Simic Dwight and Audrey Burlingame Foundation Foundation Jennifer Simon Laurie Burns McRobbie, ‘16 and John E. Grimmer, II, ‘16 Michael McRobbie Marts & Lundy, Inc The Steinhardt Foundation for Kirsten Grønbjerg and Gerry William* and Rose Mays Jewish Life Robert and Carol Carter Suttles* Tiffany and Scott McCorkle Strada Education Network Central Indiana Community Ted and Marcia Grossnickle Foundation, Inc. Marni McKinney Waterfield Tankersley Family Foundation Maureen O’Gara Hackett and and Richard Waterfield Gene and Mary Tempel The Chicago Community Trust Jim Hackett Robert and Shelley McKinney The John Templeton Dianne Chipps Bailey Hackett Family Foundation McKinney Family Foundation Foundation Barbara, ‘12 and Louis Coury Harmon Construction, Inc. Dorri McWhorter Benita and Jeffrey Thomasson Croland Consulting Shakeela and Zia* Hassan Ann and Mike Merkel John and Norma Thompson Carol D’Amico and Paul Johnson Health & Hospital Corporation University of Notre Dame Gwendolyn Perry Davis of Marion County The David Nathan Meyerson Foundation Vanguard Charitable Christel DeHaan Family Erin Hedges, ‘13 and Brian Endowment Program Foundation Dillman, M.D. James and Jacqueline Morris Frank and Jane Walker Halil Demir William & Flora Hewlett Harold M. and Adeline S. Morrison Family Foundation Andre Warren and Sherry Billie Dragoo and Charles Garcia Foundation Charles Stewart Mott Corbitt Warren Doris Duke Charitable Tom and Nora Hiatt Foundation The Waterfield Foundation, Inc. Foundation, Inc. Conrad N. Hilton Foundation Matthew B. Murphy, III Caren Yanis Duke University Peter and Sarah Hoskow Ginny and Peter Nicholas Erdal Yildirim, ‘05 Sean and Angela Dunlavy Independent Sector North American Division of Tayyab Yunus ECMC Foundation The Indianapolis Foundation Seventh-Day Adventists Zakat Foundation of America Lori M. Efroymson-Aguilera Patricia Jackson and Will Donna, ‘04 and Denny Oklak Millard

*deceased philanthropy.iupui.edu 15 Nina Dodge Shariq A. Siddiqui, ‘14 Deloitte Services Roberta Donahue and James Robert Smith and Janice Foundation Center Wold Lesniak Bill & Melinda Gates Foundation Frank Essien, Jr., ‘10 Bill and Carmen Stanczykiewicz GHR Foundation Jud Fisher, ‘07 Callum Stewart, ‘17 Giving USA Foundation Patrice and Keron Graves Donald and Shirley Trapp William and Flora Hewlett Foundation James and Karen Greenfield Richard Trollinger, ‘02 Alisa Hendrix, ‘15 Conrad N. Hilton Foundation Karen D. Holly Andy and Stephanie Ware The Dennis and Jennie Hendrix Independent Sector Foundation Jennifer King, ‘14 C. Daniel and Diana Yates International Development Research Sharon and Joseph Holland Brad Kruse, ‘99 and Kimberly Centre Faurot Amanda Kamman Johnson Grossnickle and Associates William and Angela Long Sara H. Konrath, Ph.D. Lilly Endowment Inc. Marnie Maxwell and John Ellen Rosenthal and Theodore Henry Luce Foundation Krauss Logan, M.D. Lumina Foundation Afsoon Mohseni, ‘18 This list recognizes our W.R. “Ace” and Beth Yakey Marts & Lundy David Nolan, ‘03 research partners who YourCause Charles Stewart Mott Foundation Anastesia Ayondu Okaomee, ‘18 contributed $10,000 Robert Bosch Stiftung Andrea, ‘03 and Jon Pactor above over the past three- The Salvation Army Marty Posch year period. We are grateful The Steinhardt Foundation for for their generous and RCR Technology Corporation, Jewish Life Inc. ongoing support of John Templeton Foundation Sharon and Robert Reed, Jr. our research programs. USDA Forest Service Eric Richards, ‘05 Vanguard Charitable Nicole Robinson Americans for the Arts Dennis and Sandy Sasso Bank of America Anonymous Gene and Linda Schulstad Carnegie Corporation of Jacqueline Ackerman, ‘16 Scott and Kathryn Schurz New York R. B. Annis Educational CCS Fundraising The Exchange recognizes Foundation Tim and Karen Seiler Corporation for National and organizational partners who Michele M. Boillotat Genevieve Shaker, ‘98 Community Service philanthropically support the Catherine M. Cleary, ‘15 Sue Shepard, ‘95 and Don Helgeson Center for FaithJustice school and enhance our research Sloane Davidson and educational outreach.

Aly Sterling Philanthropy boardable Freeman Philanthropic Services Hedges Johnson, Grossnickle and Associates The Numad Group OneCause Philanthropic Service for Institutions RenPSG

16 philanthropy.iupui.edu A H I STO R Y OF INNO V AT I O N

1987 The Center on Philanthropy at Indiana University is founded at IUPUI as one of the nation’s rst academic centers focused on philanthropy, nonprots, and fundraising.

1987 The Fund Raising School is transferred to IUPUI and IU to help form the Center on Philanthropy

1988 First philanthropy courses are held on the IUPUI and IU Bloomington campuses

1989 The Center on Philanthropy’s National Board of Visitors is established

1990 Indiana University Press Philanthropic Studies Series is established

1993 Nation’s rst Master of Arts in Philanthropic Studies degree program is established

1999 The Philanthropy Panel Study is created as our signature research project

2002 Lake Institute on Faith & Giving is established in honor of Tom and Marjorie Lake

2003 Nation’s rst Ph.D. in Philanthropic Studies degree program is approved

2003 Women’s Philanthropy Institute becomes part of the Center on Philanthropy

2010 Nation’s rst Bachelor of Arts in Philanthropic Studies degree program is established

2012 Indiana University School of Philanthropy, the world’s rst school dedicated solely to research and teaching about philanthropy, is created

2013 The Lilly Family School of Philanthropy is named in honor of the Lilly family’s philanthropic leadership

2015 Mays Family Institute on Diverse Philanthropy is established in honor of William and Rose Mays

2016 The M.A. in Philanthropic Studies is oˆered entirely online, and via in-person and executive options

2017 The Global Philanthropy Indices become part of the school; Muslim Philanthropy Initiative is established 2018 Accelerated Master of Arts in Philanthropic Studies degree program is established for undergraduates; Honor’s major is created

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