Carolina

CORNERSTONESpring 2020

Former Student-Athlete/Donor Spotlight: In this Issue: Former Student-Athlete/ Donor Spotlight: DR. C.D. ANTHONY Dr. C.D. Anthony Herndon – Ensuring his Mother’s Legacy HERNDON Lives on through Scholarship Ensuring his Mother’s Legacy Lives on through Scholarship Planned Giving Spotlight: Terry Morgan – Dr. C.D. Anthony Herndon ’91, ‘95, Co-Surgeon-in-Chief, CHoR at VCU Giving the Gift of Opportunity As the Surgeon-In-Chief at Children’s Hospital of Richmond at VCU, Dr. C.D. Anthony 2020 Winter Scholarship Dinner “Tony” Herndon is responsible for the day to day operations of running the operating 2019 Fall Semester rooms, developing strategies for growth and development, and faculty recruitment. Academic Results He is also the Director of Pediatric Urologic Surgery which covers a wide array of developmental conditions in infants and children, some of which require surgical The Campaign for Carolina intervention. His operating room is very structured and as his patients have remarked, Athletics Update “Tony has an inner drive to do everything perfectly and makes his patients feel as Words from Associate if they are his top priority.” That is one of the aspects of surgery to which he pays Executive Director – particular attention – the relationships he builds with patients’ families. From where Scholarship & Legacy Gifts Tony would say it was passed on to him from his parents, especially his mother. Those Upcoming Dates to Remember qualitiesdoes the emphasiswere also onlikely structure, honed throughsacrifice hisand many a commitment years of participating to helping others in the come? sport of swimming. SUE WALSH Dr. Herndon started swimming at the age of 5 in High Point, NC and swam in college, Associate Executive Director - competing in distance events. He was also an accomplished runner, earning All-State Scholarship and Legacy Gifts in high school in both the one and two-mile events. It’s no coincidence that swimming – and middle-distance running require many of the same skills - focus, discipline and the 919.843.6413 ability to get in the “zone.” Swimming in particular requires a lot of repetition…and – structure. Despite a brief stint of running track in the fall of his freshman year as well as swimming for the Heels (leading to then Head Carolina Swimming & Diving Coach [email protected] Rich DeSelm to remark, ”Tony was the fastest runner on the swim team and the fastest swimmer on the track team!”), Tony ultimately chose swimming after realizing it was academic load. too difficult to participate in both at the collegiate level while managing a rigorous A typical day for a swimmer involves a 5:00AM workout, then classes, strength and conditioning, another workout in the pool, studying, a small amount of sleep, then repeat day after day! Reaching the point where an athlete is good enough to compete in college not only requires a commitment from the athlete, but also their family, and – RAMSCLUB.COM in Tony’s case, his mother Betty Herndon. During his pre-UNC career, Betty was the one who made sure that Tony was up at 4:30AM, and that he was well-fueled for the grueling workout ahead before driving him to and from practice. She was also the one who sat on the hard, wooden benches for hours at a time just to see him compete in an event that that all that hard work, the ability to focus for long periodsmight last of time five (while minutes. staring Betty at musta black have line knownon the bottom of a pool lap after lap), and daily structure would serve her son well. Sam, Katie, Tony and Oliver Herndon year to give him something to control outside of When it came time for Tony to decide where he residency which involved about 100 hours per would spend his college years, there was no real week. The structure that athletics provided him as decision to be made. He had always dreamed of a young athlete and as a surgical resident still plays attending Carolina and following in his father’s an important role in Tony’s life today. He continues footsteps. Dr. Claude Herndon received his B.S. in to run to decompress after surgical cases and has Business Administration in 1960 and his DDS in also competed in the Ironman triathlon. Tony’s 1965. After spending one summer working with love of competition was passed along to his three his father as a Dental Assistant, Tony came to the children as well. Sam and Oliver both swam at an conclusion that Dentistry was not in his future, but early age, but gave up the sport for football and medicine was. Tony was accepted for admission to lacrosse. Oliver is a senior and Sam a freshman at UNC and earned his Business Administration degree Washington and Lee. Katie chose to carry on the in 1991. When asked what his fondest Carolina Herndon family legacy and is a UNC freshman. She memory was, Tony replied, “The day I received swam in high school overcoming injury to captain my acceptance to medical school for sure! I only the state championship team as a senior. She, too, is applied to one school (UNC), so I had a lot on the considering a career in medicine. line.” Perhaps Betty Hendon understood what her son’s future would hold when she helped Tony with Tony felt that he was indebted to the sport his demanding swimming regimen. After four years of swimming and to the University for the of undergrad, he was now committing to four years opportunities that his Carolina experience of medical school, six years of residency and a two- provided, thus he wanted a tangible way to give year fellowship! According to Tony, the structure back. He made the decision to endow a scholarship, that suited him well as a student-athlete still does however, the impetus actually came well before in the Operating Room today. he stepped foot onto campus. Unfortunately, when Tony was in high school, his mother was tragically Another lesson that sports taught Tony was to trust killed in a car accident while driving home from the process. Just as he had to trust that all of his one of Tony’s swim meets. In order to honor her training in the pool would pay off when it came time to race, so, too, must he trust that his medical athlete, Tony established the Betty Oliver Herndon training and experience will translate into success Memorialsacrifices andScholarship commitment which to is his being career recognized as a young at in the operating room. “Details are very important, UNC in Men’s Swimming and Diving. but you can’t get caught up in them. Operating on someone else’s child would be very stressful if you One has to imagine that Betty Herndon is very proud thought about it the entire time, but trusting your of her son. Because of the lessons she taught Tony knowledge and skill allows your natural ability to dominate the narrative which translates to a good echo back the same to his patients. And Betty Oliver outcome for my patients.” Herndon’sabout selflessness, legacy will it has be rememberedbecome natural in perpetuity for him to at The University of because of Tony’s generosity and commitment to others. year of residency, long after retiring from swimming, TonyOnce anbegan athlete, running always the an Boston athlete. Marathon After his every first Planned Giving Spotlight TERRY MORGAN Giving the Gift of Opportunity

Terry Morgan with great nieces, Margaret and Katherine

Terry Morgan has been a Rams Club member for over 20 years -- and a Carolina fan for a lifetime. His time to make the trip from his hometown of Salisbury, NC a few times a year to watch the Tar Heels in consulting business takes him across the globe to serve clients on a regular basis; however, he still finds Chapel Hill at Kenan Stadium and the Dean E. Smith Center with his closest family and friends.

In early 2019, as Terry was putting plans in place for his future, he reached out to Sue Walsh, Associate Executive Director of Scholarship and Legacy Gifts, to discuss ways to accomplish his goals for the benefit of the Educational Foundation.

Terry, in partnership with Sue and his advisors, focused on strategy, efficiency, and impact throughout his from the bleachers for many years, honor his beloved niece, and allow him to diversify his income planning. His gift strategy will: financially support student-athletes at Carolina, who he has supported

Ultimately,sources in a Terry’s tax efficient planning manner will result through in a establishing scholarship establisheda Charitable through Remainder The Unitrust.Educational Foundation Scholarship Endowment Trust. Terry decided to honor his niece, Ashley Dunham Parrott, by naming the scholarship in her honor. Terry described Ashley, a fellow Carolina alumnus and Morehead-Cain Scholar, as someone “who has continued to distinguish herself as a great scholar, professional, philanthropist, mother, wife, sister, daughter, and in my case, niece. I’ve worked with and known a lot of very successful people, and she is the most talented person I know. Even better, she is an absolutely great person to her core.”

Together, Terry and Ashley decided they liked the idea of having the scholarship recognized in a women’s sport. This decision helped the Educational Foundation with two of their funding priorities— scholarships for student-athletes and the FORevHER initiative, which champions Carolina’s women student-athletes.

The Rams Club appreciates Terry’s support of its mission to provide educational and athletic opportunities for Carolina’s student-athletes and is thankful for his thoughtful planning. He is most definitely a Carolina fan for a lifetime, and beyond! Endowed Scholarship Dinner REINFORCES MESSAGE OF OPPORTUNITY WHAT IS A CHARITABLE REMAINDER UNITRUST? provide payments to yourself or others while making a generous gift to the charitable organizations youA charitable care about, remainder such as theunitrust Rams ("unitrust")Club and Carolina. is a gift The plan payments defined by may federal continue tax lawfor thethat lifetimes allows you of the to beneficiariesAs a unitrust donor,you name, you irrevocablya fixed term transfer of no more assets—usually than 20 years, cash, or asecurities, combination or real of theestate—to two. a trustee of your choice. The University of North Carolina at Chapel Hill Foundation, Inc. can serve as the trustee for Charitable Remainder Trusts. Bank trust departments can also provide these services. During valuethe unitrust's goes up fromterm, one the yeartrustee to the invests next, theits payoutunitrust's increases assets. proportionately. Each year, the trustee Likewise, distributes if the unitrust's a fixed valuepercentage goes down, of the the unitrust's amount current it distributes value, alsoas revalued goes down. annually, For this to yourreason, beneficiaries. it may be to Ifyour the advantageunitrust's to choose a relatively low payout percentage so that the unitrust assets can grow, which in turn will allow the unitrust's yearly payments to grow.

When the unitrust term ends, the unitrust's principal passes to the UNC-Chapel Hill Foundation to be used for the purpose(s) you designate. You may also add funds to your unitrust whenever you like.

BENEFITS INCLUDE:

1) You will qualify for a federal income tax deduction for the portion of your contribution treated as a charitable gift as calculated pursuant to the Internal Revenue Code and the related Treasury Regulations.

2)3) TheIf you trust fund income the trust beneficiaries with an appreciated receive annual long-term payments capital for lifeasset or (onefor the you period have youheld designate. for more than one year) and the trust sells it, there will be no immediate tax on the capital gain. If you were to sell such an asset yourself, you would owe tax on all the capital gain realized in the sale. payments have been made. 4) You will provide generous support to the organizations you care about once all income beneficiary 5) Where you choose the UNC Chapel Hill Foundation, Inc. as Trustee of your Charitable Remainder manage the UNC-Chapel Hill Foundation's endowment. Unitrust, your gift will benefit from expert asset management, provided by the same professionals who To learn more about Charitable Remainder Trusts and the impact your gift could have on The Educational Foundation, Inc., please contact Sue Walsh at the Rams Club (919-843-6413/ [email protected]) or

Beth MacKethan at the Office of Gift Planning (919-962-6628/ [email protected]). Endowed Scholarship Dinner REINFORCES MESSAGE OF OPPORTUNITY

February 25, 2020 was the date of the winter endowed scholarship donor dinner held at the Loudermilk Center for Excellence. More than 250 scholarship donors enjoyed meeting their scholarship assignees for the first time, or perhaps spending time with them for the last time in the case of the graduating seniors. The message that was shared by the student-athlete speakers, both former and current, was the same, “Scholarships provide the gift of opportunity.” Former Carolina Football tight end Alge Crumpler ‘00, in particular, emphasized the transformational experience his scholarship provided and that he knew, even while a student-athlete, that he wanted to give back. He quoted Coach Mack Brown and encouraged student-athletes and donors to “Be the one.” Not long after he graduated, Alge did just that, and established an endowed scholarship in football. It was clear why he was moved to do so. “I love this place.”

Seated L-R – Erin Matsen, Sheila Groves, David Groves, Seated L-R – Teresa Wooddell, Brittany Pickett, Nick del Coach Grant Fulton Rosso, Kristin del Rosso Standing L-R – Tina Cunningham, Amanda Hendry, Megan Standing L-R – Katherine Wooddell, Rebecca Wooddell, DuVernois, Karlign Goes, Bubba Cunningham Megan Dray, Hannah Nommensen, Zoe Goodman, Coach Donna Papa, Brittany West

“The support of our donors through the Rams Club is really appreciated by all of the athletes at Carolina. Their generosity has given both my brother and me the chance to attend North Carolina and we’re thankful for the opportunity. We understand they don’t have to contribute, but they choose to in order to give us a first- class experience at one of the best Universities in the world. This gives both Khafre and me the chance to be successful in life, while working to be the best athletes we can be, and we can’t ask for much more than that.” – Dyami Brown, Sophomore Wide Receiver, Carolina Football “The donors that choose to use their resources to help support our scholarships provide opportunities for people like me who might not have the financial means to attend college. They have given me the chance to attend this unbelievable University, grow as a person, pursue my football dreams, and prepare for a successful life once I’m finished with college. I can’t thank them enough for what they do. They are making a difference in a lot of lives.”

– Rontavius ‘Toe’ Groves, Junior Wide Receiver, Carolina Football

Seated L-R – Mary Lillie Wilkins, John Montgomery, Seated L-R – Rick Steinbacher, Jace Rider, Scott Edwards, Judy Wilkins, W.L. Pryor Scott Edwards, Jr. Standing L-R – Charles Wilkins, Sam Howell, William Barnes, Standing L-R – Hugh Hinton, Jean Rae Hinton, Beau Corrales, Coach Mack Brown Jane Mann, Tom Mann

Former UNC Football Tight End Alge Crumpler, National Champion Tennis Team Former UNC Football Inside Linebacker Rick Steinbacher Seated L-R – Skylar Wine, Randy Myer, Sue Walsh Seated L-R – David Clayton, Ginny Jones, Ed Jones, Carly Peck, Standing L-R - Raleigh Clark, Coach Mike Schall, Debbie Vetter, Cheryl Williams, Ken Williams Skyy Howard Standing L-R – Judy Clayton, Mia Fradenburg, Destiny Cox, Karenna Wurl, Lee West, Dena West

Seated L-R – Bill Cameron, Mary Jo Cameron, Anson Dorrance, Seated L-R – Austin Love, Andy Penry, Aaron Sabato, M’Liss Dorrance, Phil Lanning, Kim Lanning Harry Bryant Standing L-R – Lotte Wubben-Moy, Rachel Jones, Debbie Reed, Standing L-R – Brick Bryant, Caden O’Brien, Vaughn Moore, Alessia Russo, Gray Reed Alysen Nassif, Danny Serretti, Gianluca Dalatri, Clemente Inclan

National Champion Field Hockey Team WHY WE ARE PROUD TO BE TAR HEELS DURING THE 2019 FALL SEMESTER: 20 STUDENT-ATHLETES 65% OF OUR HAD A PERFECT 4.0. VARSITY WHILE ANOTHER 415 TEAMS HAD A HAD A 3.0 OR HIGHER. TEAM GPA OF 3.0 OR BETTER

188 STUDENT-ATHLETES THE CUMULATIVE MADE THE DEAN’S LIST GPA FOR ALL (Students must have a 3.5 GPA or higher with at least 12 credits of graded coursework.) OF OF OUR STUDENT- The following student-athletes were inducted ATHLETES into PHI BETA KAPPA, the nation’s oldest COMBINED liberal arts and sciences honorary society WAS (The quality point average of the graded liberal arts 3.026! and sciences coursework must be at least 3.75):

Katie Hoeg (women’s lacrosse) ELITE 90 AWARD RECIPIENTS (Student-Athlete with highest cumulative (fencing) Jackie Litynski GPA at their respective Final Four): Luke Peterson (men’s track & field) Abby Pitcairn Liz Roberts (women’s basketball) (field hockey) Charlotte Smith (fencing) Natalie Chandler Caroline Young (rowing) (women’s soccer) TEMPORARY RAMS CLUB OFFICE PROCEDURES IN RESPONSE TO COVID-19

In alignment with the University and its effort to mitigate the potential impact of the COVID-19 virus, The Rams Club offices are closing on-site until further notice. Rams Club staff are available to serve you in the best way possible via email and phone during our regular business hours of 8 a.m. to 5 p.m. Monday to Friday.

If you have general inquiries, please email our team at [email protected]. If you would like to speak to a team member, please consult the staff directory at RamsClub.com , or call the primary phone line at 919-843-2000. Please note that most calls will roll to voicemail since no one is physically in the office, but staff members are committed to returning your call as quickly as possible during business hours. As always, you can access your account or make a gift in support of Tar Heel student-athletes online at RamsClub.com.

Thank you to each of you for your continued care for and support of our Carolina student-athletes. We greatly appreciate the outpouring of concern for our student-athletes and the entire Tar Heel community! Please stay tuned for further information at RamsClub.com/covid-19. And through our social media channels (@TheRamsClub).

“Carolina has faced uncertainty throughout its history, and those who have walked this campus before us have always found ways to adapt, advance and thrive….There will likely be more challenges that will require more changes and more pivots, and this will prepare us to respond in the future….I’ve always believed that on the other side of every challenge is an opportunity.”

Kevin M. Guskiewicz Chancellor CAMPAIGN FOR CAROLINA ATHLETICS Information accurate as of February 29, 2020

CAMPAIGN FUNDRAISING PROGRESS BY PRIORITY $329.0M SCHOLARSHIP ENDOWMENT – 47% OF $200M GOAL TOTAL CAMPAIGN ACTIVITY $93.9M* CAMPAIGN FOR CAROLINA ATHLETICS *55% is Planned Giving Information accurate as of February 29, 2020 TIME ELAPSED PERCENT TO GOAL 2015 CAPITAL PROJECTS – 93% OF $115M GOAL GOAL CAMPAIGN FUNDRAISING PROGRESS BY PRIORITY to 64% 66% $107.2M 2022 CAMPAIGN$500M FOR CAROLINA ATHLETICS CAMPAIGNInformation accurate as of February FOR 29, 2020CAROLINA$329.0M ATHLETICS SCHOLARSHIP ENDOWMENT – 47% OF $200M GOAL Information accurate as of February 29, 2020 $93.9M* TOTAL CAMPAIGN GIVINGCAMPAIGN BY NUMBER OF DONORS FOR TEAMCAROLINA SUPPORT – 72% TOTALATHLETICS OF $65MCAMPAIGN CAMPAIGN GOAL FOR ACTIVITY CAROLINA ATHLETICS Information accurate as of February 29, 2020 InformationCAMPAIGN accurate as ofFUNDRAISING February 29, 2020 PROGRESS BY PRIORITY $10,000,000+ 3 $47.1M* *55% is Planned Giving CAMPAIGNTIME ELAPSED FUNDRAISINGPERCENT TO PROGRESSGOAL BY PRIORITY CAPITAL PROJECTS – 93% OF $115M GOAL $1,000,000-$9,999,999 48 CAMPAIGN2015 FUNDRAISINGSCHOLARSHIP PROGRESS ENDOWMENT BY PRIORITY – 47% OF $200MCAMPAIGN GOAL FUNDRAISING PROGRESS BY PRIORITY *24% is Planned Giving to GOAL $500,000-$999,999 44$329.0M SCHOLARSHIP64% ENDOWMENT66% – 47% OF $200M GOAL $107.2M $329.0MANNUAL FUNDSCHOLARSHIP – 67%2022 OF $120MENDOWMENT$93.9M* GOAL – 47% OF $200M GOAL $500M SCHOLARSHIP ENDOWMENT – 47% OF $200M GOAL $250,000-$499,999 $329.0M TOTAL 71 CAMPAIGN ACTIVITY $93.9M*$329.0M TOTAL CAMPAIGN ACTIVITY$93.9M* $93.9M* TOTAL CAMPAIGN ACTIVITY$80.8M $100,000-$249,999 187 TOTAL*55% is Planned GivingCAMPAIGN ACTIVITY TEAM SUPPORT – 72% OF $65M GOAL CAMPAIGN FOR CAROLINATIME ELAPSED PERCENT TO GOAL ATHLETICSTOTAL*55% is Planned CAMPAIGN Giving GIVING BY NUMBER OF DONORS TIME ELAPSED PERCENT TO GOAL *55% is Planned Giving *55% is Planned Giving Information accurate as of February 29, TIME2020 ELAPSEDCAMPAIGNPERCENT TO GOAL FOR CAROLINATIME ELAPSED PERCENT ATHLETICS TO GOAL TOTAL PARTICIPANTS 22,281 2015 CAPITAL$10,000,000+CAPITAL PROJECTS PROJECTS3 – 93% OF – $115M93% OF GOAL $115M GOAL $47.1M* 20152015 Information accurate as of FebruaryCAPITALGOAL 29, PROJECTS 20202015 – 93% OF $115M GOAL CAPITAL PROJECTS – 93% OF $115M GOAL to toto 64%64% 66% GOAL GOAL $1,000,000-$9,999,999to $107.2M 48 GOAL CAMPAIGN FOR CAROLINA64% ATHLETICS66% 66% $107.2M $107.2M 64% 66% $107.2M 202220222022 $500M 2022 *24% is Planned Giving Information accurate as of February 29, 2020 CAMPAIGN$500M$500M FUNDRAISING $500,000-$999,999 PROGRESS 44BY PRIORITY$500M YEAR-TO-DATE CAMPAIGNCOMPARISON FUNDRAISINGANNUAL PROGRESS FUND – 67% BY OF PRIORITY$120M GOAL $250,000-$499,999 71 TOTAL CAMPAIGN GIVING BY NUMBER OF DONORS TEAM SUPPORT – 72% OF $65M GOAL TEAM SUPPORT – 72% OF $65M GOAL FY2020CAMPAIGNTOTAL TOTALS CAMPAIGN FUNDRAISING GIVING BY NUMBERPROGRESS OF DONORSBY PRIORITY TEAM TOTALSUPPORT CAMPAIGN – 72% GIVING OF $65MBY NUMBER GOAL OF DONORS $80.8M TOTAL CAMPAIGN GIVING BYSCHOLARSHIP NUMBER OF DONORS ENDOWMENT $100,000-$249,999TEAM – 47% SUPPORT OF $200M – 72%GOAL OF $65M GOAL 187 $10,000,000+ 3 $47.1M*$80,000,000 $10,000,000+ SCHOLARSHIP3 ENDOWMENT –$47.1M* 47% OF $200M GOAL $329.0M $10,000,000+ 3 $47.1M* SCHOLARSHIP $10,000,000+ ENDOWMENT 3 – 47% OF$93.9M* $200M GOAL TOTAL PARTICIPANTS$47.1M* 22,281 FY2020 GOAL $1,000,000-$9,999,999FY2020 RAISED TO$329.0M DATE 48 PROGRESS TO GOAL $70,000,000 $1,000,000-$9,999,999 48 *24% is Planned Giving $93.9M* $329.0MTOTAL CAMPAIGN $1,000,000-$9,999,999 ACTIVITY 48 *24% is Planned Giving $500,000-$999,999 $93.9M* $1,000,000-$9,999,999 44 48 $60,000,000 $500,000-$999,999 44 TOTAL CAMPAIGNSCHOLARSHIP ACTIVITY$21,000,000 $6,100,000TOTAL CAMPAIGN29% ANNUAL ACTIVITY FUND*24% – is 67%Planned OF Giving $120M GOAL $500,000-$999,999 44*55% is Planned Giving $50,000,000 *24% is Planned Giving ANNUAL FUND – 67% OF $120M GOAL TIME ELAPSED $250,000-$499,999PERCENT TO GOAL 71 $250,000-$499,999 71 *55% is Planned $500,000-$999,999 Giving 44 ANNUAL FUND – 67%*55% OF is $120M Planned Giving GOAL TIMECAPITAL ELAPSED PROJECTSPERCENT TO GOAL$24,500,000 $24,200,000 TIME ELAPSED99% $80.8MPERCENT TO GOAL $80.8M YEAR-TO-DATE COMPARISON $100,000-$249,999 $250,000-$499,999 CAPITAL 71 187 PROJECTS$40,000,000 – 93% OF ANNUAL $115M $100,000-$249,999 FUNDGOAL – 67% OF $120M GOAL 187 2015 CAPITAL $250,000-$499,999 PROJECTS – 93% OF $115M GOAL 71 2015 2015 $30,000,000$80.8M FY2020CAPITAL PROJECTSTOTALS – 93% OF $115M GOAL TEAM toSUPPORT $2,500,000GOAL TOTAL PARTICIPANTS $100,000-$249,999$7,000,000 22,281GOAL 280% 187 TOTAL PARTICIPANTS 22,281 to 64% 66% 64% 66% $107.2M $107.2M GOAL$80.8M $80,000,000 2022 $100,000-$249,999to 64% 66% $20,000,000 187 $107.2M ANNUAL2022 FUND $15,000,000$500M TOTAL PARTICIPANTS$9,180,000$500M 22,281 61% FY2020 GOAL FY2020 RAISED TO DATE PROGRESS TO GOAL $70,000,000 $10,000,000 2022 $46,480,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 TOTAL PARTICIPANTS 22,281 $500M $61,823,000 $60,000,000 YEAR-TO-DATE COMPARISON YEAR-TO-DATE COMPARISON TOTAL $63,000,000 TEAM SUPPORT$46,480,000 – 72% OF $65M GOAL 74% SCHOLARSHIP $21,000,000 $6,100,000 29% TOTAL CAMPAIGN GIVING BY NUMBER OF DONORS FY2020 TOTALSTEAM SUPPORT – 72% OF $65MFY2015 GOAL FY2016 FY2020 FY2017 FY2018 TOTALS FY2019 FY2020 $50,000,000 TOTAL CAMPAIGN GIVING BY NUMBER OF DONORS CAPITAL PROJECTS $24,500,000 $24,200,000 99% $40,000,000 $10,000,000+ 3 $47.1M* TOTAL CAMPAIGN GIVING BY NUMBER*Gifts in the OF amount DONORS$80,000,000 of $9M were grandfathered TEAM into this campaign SUPPORTYEAR-TO-DATE period. – 72% COMPARISON OF $65M GOAL $80,000,000 $70,000,000 $30,000,000 $1,000,000-$9,999,999 $10,000,000+48 3 FY2020 GOALFY2020 FY2020 RAISED$47.1M* TOTOTALS DATE PROGRESSTEAM TO GOAL SUPPORT $2,500,000FY2020 GOAL FY2020$7,000,000 RAISED TO DATE PROGRESS280% TO GOAL $70,000,000 $10,000,000+ 3 $60,000,000 YEAR-TO-DATE COMPARISON *24% is Planned Giving $80,000,000$47.1M* $60,000,000$20,000,000 $500,000-$999,999 44 SCHOLARSHIP $21,000,000 $6,100,000 29% SCHOLARSHIP $21,000,000 $6,100,000 29% $1,000,000-$9,999,999 48 FY2020 TOTALSANNUAL FUND $50,000,000 $15,000,000 $9,180,000 61% $50,000,000 $10,000,000 ANNUAL FUND – 67% OF $120M GOAL $46,480,000 $69,210,000 $62,600,000 $33,671,000

$70,000,000 $46,200,000 FY2020 $1,000,000-$9,999,999 GOAL *24%FY2020 is Planned RAISED Giving TO DATE 48 PROGRESS TO GOAL $61,823,000 $250,000-$499,999 71 CAPITAL PROJECTS $24,500,000 $24,200,000 99% CAPITAL$40,000,000 PROJECTS $24,500,000$80,000,000 $24,200,000 99% $40,000,000 $500,000-$999,999 44 TOTAL $63,000,000$60,000,000*24% is Planned Giving $46,480,000 74% $80.8M $30,000,000 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 $100,000-$249,999 TEAM187 SCHOLARSHIP SUPPORT $2,500,000$21,000,000 $500,000-$999,999 $7,000,000 $6,100,000 44280% TEAM29% SUPPORT $2,500,000 $70,000,000$7,000,000 280% $30,000,000 FY2020 GOAL ANNUALFY2020 FUND RAISED – TO 67% DATE OF $120MPROGRESS GOAL TO GOAL$50,000,000 $250,000-$499,999 71 $20,000,000 $20,000,000*Gifts in the amount of $9M were grandfathered into this campaign period. TOTAL PARTICIPANTS 22,281 ANNUAL FUND $15,000,000 $9,180,000 61% ANNUAL FUND – 67% OF $120M GOAL CAPITAL PROJECTS $24,500,000 $24,200,000 ANNUAL99%$10,000,000 FUND $15,000,000$40,000,000 $60,000,000 $9,180,000 61% $250,000-$499,999 71 $46,480,000 $10,000,000 $46,480,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 $61,823,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 SCHOLARSHIP $21,000,000 $80.8M $6,100,000 29% $61,823,000 $100,000-$249,999 TOTAL $63,000,000 187 $46,480,000 74% TOTAL $63,000,000$30,000,000$80.8M $50,000,000$46,480,000 74% TEAM SUPPORT $2,500,000 $100,000-$249,999 $7,000,000 280% 187FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 CAPITAL PROJECTS $24,500,000 $24,200,000 99% $20,000,000 $40,000,000 TOTAL PARTICIPANTS 22,281 *Gifts in the amount of $9M were grandfathered into this campaign period. ANNUAL FUND $15,000,000 YEAR-TO-DATE$9,180,000 COMPARISON 61% *Gifts in the amount of $9M were grandfathered into this campaign period. TOTAL PARTICIPANTS 22,281 $10,000,000 $30,000,000 $46,480,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 FY2020 TOTALS TEAM SUPPORT $2,500,000 $7,000,000 280% $61,823,000 TOTAL $63,000,000 $46,480,000 74% $80,000,000 $20,000,000FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 ANNUAL FUND $15,000,000 $9,180,000 61% $70,000,000 $10,000,000

FY2020 GOAL FY2020 RAISED TO DATE PROGRESS TO GOAL $46,480,000 $69,210,000 $62,600,000 *Gifts in the amount of $9M were grandfathered$33,671,000 into this campaign period. $46,200,000 $61,823,000 $60,000,000 YEAR-TO-DATE COMPARISON SCHOLARSHIP $21,000,000 $6,100,000 TOTAL 29% $63,000,000 $46,480,000 74% YEAR-TO-DATE COMPARISON FY2020 TOTALS$50,000,000 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 CAPITAL PROJECTS $24,500,000 $24,200,000 99% $40,000,000 FY2020 TOTALS $80,000,000 *Gifts in the amount of $9M were grandfathered into this campaign period. TEAM SUPPORT $2,500,000 $7,000,000 280% $30,000,000 $80,000,000 $70,000,000 FY2020 GOAL FY2020 RAISED $20,000,000TO DATE PROGRESS TO GOAL ANNUAL FUND $15,000,000 $9,180,000 61% FY2020 GOAL FY2020 RAISED TO DATE PROGRESS TO GOAL $70,000,000 $10,000,000 $60,000,000 $46,480,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 SCHOLARSHIP $21,000,000 $6,100,000 $61,823,000 29% $60,000,000 TOTAL $63,000,000 $46,480,000 74% SCHOLARSHIP FY2015 FY2016$21,000,000 FY2017 FY2018 FY2019$50,000,000 $6,100,000 FY2020 29% $50,000,000 CAPITAL PROJECTS $24,500,000 $24,200,000*Gifts in the amount of $9M were grandfathered99% into this campaign period. $40,000,000 CAPITAL PROJECTS $24,500,000 $24,200,000 99% $40,000,000 TEAM SUPPORT $2,500,000 $7,000,000 280% $30,000,000 $30,000,000 TEAM SUPPORT $2,500,000 $20,000,000$7,000,000 280% ANNUAL FUND $15,000,000 $9,180,000 61% $20,000,000 $10,000,000 $46,480,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 ANNUAL FUND $15,000,000 $9,180,000 $61,823,000 61% $10,000,000 $46,480,000 $69,210,000 $62,600,000 $33,671,000 $46,200,000 TOTAL $63,000,000 $46,480,000 74% $61,823,000 TOTAL $63,000,000 $46,480,000FY2015 FY2016 FY201774% FY2018 FY2019 FY2020 FY2015 FY2016 FY2017 FY2018 FY2019 FY2020 *Gifts in the amount of $9M were grandfathered into this campaign period. *Gifts in the amount of $9M were grandfathered into this campaign period. Dear Legacy Donors, As most of you know, I have been a member of The Educational Foundation/Rams Club staff for a long, long time, 31 serves me correctly, we started with an endowment newsletter in 2005. As such, I have been communicating with our years to be exact! And although the first issue of the Carolina Cornerstone wasn’t produced until 2010, if my memory legacy donors for the last 15 years and perhaps even longer. As I began to write this segment for the Cornerstone, I had

Asto askI reviewed myself, the“How issues do I of deliver the Carolina a message Cornerstone that is still for meaningful the last several after years, so many I noticed years?” that my message has consistently focused on three key topics: opportunities, scholarships and legacy.

NotThe surprisingly,definition of opportunitythe missions is:of aboth set ofthe circumstances Department of that Athletics makes emphasize it possible opportunities:to do something.

Carolina Athletics ~ to sponsor a broad-based athletic program that provides educational and athletic opportunities for young men and women to grow and develop….”

The Educational Foundation/Rams Club ~ committed to providing educational and athletic opportunities for Carolina student-athletes

Director of Athletics Bubba Cunningham has often remarked, “We strive each day to give our student-athletes the opportunity to succeed in the classroom, in competition and in their lives. We believe in educating and inspiring through athletics.” For many of our student-athletes, the opportunity to succeed begins with a scholarship.

You have heard me say time and time again that the cost of providing scholarships to 500+ of the young women and men competing in has risen dramatically over the years. In fact, the overall cost has increased 900% athletes such as Charlie Scott, Don McCauley, , and as well as many, many others may not have from Coach Mack Brown’s first coaching stint here in Chapel Hill as compared to the 2019-20 academic year! Student- had the opportunity to experience what it means to represent this great University if not for their scholarship. And I think you would agree that our Carolina Athletics’ story would have been very different without these and other be offered a scholarship scholarship offered to a female in the ACC. Less than 50 years later, our student-athletes, including former Tar Heel tennis player Camey Timberlake, who in 1974 became the first woman to women’s teams have won 37 national championships. Not many of these, if any, would have been possible without the here at UNC, the first scholarship support provided by Educational Foundation/Rams Club donors, in particular, legacy donors such as you.

Legacy, something that a person leaves behind to be remembered by. Whether you are a long-time donor, a scholarship you are all legacy donors. You are the foundation upon which the success of Carolina Athletics has been built. You will donor, and/or someone who has named The Educational Foundation/Rams Club as the beneficiary of a deferred gift, be remembered for many things, including the opportunities you provided to Carolina student-athletes through your generosity. I, for one, thank you for creating a legacy that has impacted my life in a multitude of wonderful ways.

GO HEELS!

Sue Walsh Associate Executive Director – Scholarship & Legacy Gifts NON-PROFIT ORG. U.S. POSTAGE PAID DURHAM, NC PERMIT #93

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2020 DATES TO REMEMBER

APRIL 30, 2020 TBD Point Priority Deadline for Season Fall Endowed Scholarship Football Tickets * Donor Dinner

SEPTEMBER 12, 2020 Carolina Football vs. Auburn in Atlanta, GA

*for new donors and for those requesting a change in location or additional tickets