贝恩咨询贝恩ppt课件

1、Fundraising for UniversitiesBrussels, April 25th 2002AgendaUniversity fundraising practices abroadFundraising mechanismsDos and donts in academic fundraisingConclusion2The share of non-public financing in total funds of public universities in the US has increased by 10% in the nineties350% of donati

2、ons to US universities come from individuals4Private contributions per student have grown at over 50% per decade5About 50% of private funding is used to finance current operations6The top 3 fundraising public universities in the US raise as much private money as the total budget for universities in

3、Belgium# Students:4501400007Based on US benchmarks, Belgian universities could significantly enhance their private fundraisingKULULB8US fundraising is not done exclusively by private universities910 out of the top twenty fundraising institutions are public universities= public= private10Even the mos

4、t prestigious European universities have significantly lower private funds than top US public schools 11US universities fundraising is facilitated through a large number of tax-optimal donation optionsOutright, tax-deductiblegiftsProperty giftsBequestsCharitable Lead TrustConstant income producing g

5、iftVariable income producing giftGifts to universities that optimize taxesCharitable gift annuityCharitable remainder annuity trustsPooled income fundsCharitable remainder unitrusts12Most universities have a well developed website to explain fiscal issues to potential donors13Top fundraising and qua

6、lity education are highly linked “Wealthy universities can ensure high quality education through:Best professorsBest research and education facilities14Therefore most universities have set up Boards of Trustees to give an answer to key quality and independence issuesHow demanding can a funding compa

7、ny be?Can it require a class-room to bear its name?Can it require a university research team to work together with its employees?Can it have any preemptive rights on the results of the research program that they have helped financing?Can it have an influence on the university recruitment policy?Will

8、 private funding be specifically invested in selected projects?Under which conditions can a funding company play an advisory role for a research program?15Research and education quality is guaranteed through independent control: Harvard exampleEnsure that the University remains true to its CharterGi

9、ve formal consent to major initiatives and to appointmentsProvide advice to the CorporationElected by alumniBoard of OverseersPresident and Fellows of Harvard College(“The Corporation)Organise Research and educationRaise funds16AgendaUniversity fundraising practices abroadFundraising mechanismsDos a

10、nd donts in academic fundraisingConclusion17External fundraising is only one source of non-public financing for universitiesTuition feesExternal fundraisingEntrepreneurial activitiesRevenue from (sale of) spin-offsInvestmentsSponsored research projectsPrivate sponsorsAlumni donationsCorporate sponso

11、rsFoundations18Alumni and other individual donationsSmallMediumLargeHeritages0-2.000 USDAlumni ParentsAnonymousOnline formsMailingsTypical amountTypical sourcesTypical approach2.000 - 20.000 USDLocal entrepreneurs and wealthy individuals (often alumni)Invite potential donors to social eventsCreate “

12、honor around donationResearch and dare ask “at the right level20.000 1M USDLocal entrepreneurs and wealthy individuals (often alumni)Alumni groups (“class of 76 donates USD 1 M) Luck, but often linked to alumni status and/or university reputationRelationships0 - 20M USDVery wealthy families with a h

13、istory of charitable giving Luck, but often linked to alumni status and/or university reputationProvide professional assistance (eg. set up trust that provides life-long income for donor)19About 5% of alumni contibute yearly For every alumnus, approx. 50 USD is raised Average alumni donation = 1000

14、USD 5% of all alumni contribute yearly20European schools have much lower alumni contribution levels than US schools21Corporate donations are often linked to a tangible return Pure welfare“Tangible returnExclusive access to students (eg. exclusive Pepsi sales in return for large donation)Primary acce

15、ss to research results (Novartis-Berkeley donation)Set up new research facilities to increase the number of engineersImage buildingTie company name to respected institutions/professors“Banc of America Dean“KBC chairToyota donation of USD 1M, without strings attachedAnonymous donationsTypical approac

16、hUse relationships to get access to corporate leadersActively approach them with a well prepared file22US foundations most important target is education23AgendaUniversity fundraising practices abroadFundraising mechanismsDos and donts in academic fundraisingConclusion245 Dos! in academic fundraising

17、InvestCreate structureBuild/cherishrelationshipsBe creativeDistribute equallyInvest in a good team and supportProfessional fund-raising teamAlumni databases- Facilitate and clarify the giving processOnline paymentYearly forms“What do u get in return?Provide “tax optimization advice to donorsTry to e

18、laborate creative solutions to best suit a possible corporate donor10 year “no Coke on university in return for a USD 25M donation from PepsiU of T fundraiser gets a daily list of wealthy patients in the university hospitalChair: 500K-2M+ EURProfessorship:100000+ EURFellow: 0-1000 EUR50% of donation

19、s come from individualsContact wealthy individualsMake donors feel special, keep them informed“Social events for the wealthyLectures for donorsNewspaper articlesBuildings named to donorsPictures/ plates of donors in schoolMost donations go to science and business departments. Distribute them across

20、all departments because they are important for a university (reputation) as well- Exam-ples:25Investing in fundraising clearly pays offDartmouth: Fundraising team of 100 FTEsFor every 12c invested, 1USD is raised 26European fundraising teams are underdeveloped275 donts in academic fundraisingTake it

21、 for grantedInterfere withacademic independenceUse everythingat onceWork without clear ethic rulesTake any sponsor US universities typically put 1/3 of fundraising in endowments for later use (scholarships etc)Harvard endowment: USD 19 BU of Texas (Public): USD 10 B Dont just let donors come, approach them in all possible waysDare to ask for moneyFundamental research should remain primary focus Outsiders should never influence res