Brown Bag Series on ResearchFaculty
Corporate & Foundation Relations & Working with Industry
Dondi Cupp, Assistant Vice PresidentCorporate and Foundation Relations
November 18, 2011Gerberding Hall 142, University of Washington
Brown Bag Series on ResearchFaculty
Today’s Program
• About University Advancement• Private Giving Landscape• Private Support at the UW• Corporate & Foundation Relations at the UW• What Corporations & Foundations Support• How to Identify Funding Opportunities• How to Get Help• Q&A
Brown Bag Series on ResearchFaculty
UW Advancement Mission
To engage stakeholders in meaningful interactions thatfoster pride, advocacy and private support for theUniversity of Washington. Fulfilling our mission requiresus to build genuine, trust-based relationships, bothinternally and externally. We accomplish this through acentral-decentral model in which every person valuesone another and takes pride in advancing the UW —one of the leading public universities on earth.
Brown Bag Series on ResearchFaculty
UW Advancement
• Advancement includes Alumni Relations, Marketing and Communications, and Development.
• Approximately 400 FTE – Central/De-Central Model
• Fiscal Year 2011 – Raised $334 million
• Campaign UW – Raised $2.68 Billion
• 2010 – Ranked #3 Among Public Institutions
• 2010 – Ranked #13 Among ALL Institutions
Brown Bag Series on ResearchFaculty
UW Advancement
Every gift and grant received by the UW comes from one of six different private sources:
Individual Giving Programs Corporate & Foundation RelationsAlumni - $48 million Corporations - $48 millionFriends - $49 million Foundations - $97.5 millionFamily Foundations - $16 mm Other Organizations - $75.8 mm
UW Advancement counts all gifts and grants from private sources.See GIM 34 for more on how we classify gifts & grants.
Brown Bag Series on ResearchFaculty
Gifts & Grants to the UWWho Reports What?
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The Charitable Giving Landscape
• A widely-held perception is that corporations and foundations are the largest supporters of non-profit organizations.
• The reality is that approximately 81 percent of philanthropic dollars in the US are contributed by individuals.
• At Research institutions (like the UW) the ratio is usually closer to 50% from individuals and 50% from orgs.
Brown Bag Series on ResearchFaculty
The Charitable Giving Landscape
• 2010 Charitable Contributions = $291 Billion
– Individuals 73% $211.77 billion– Bequests 8% $ 22.80 billion– Corporations 5% $ 15.29 billion– Foundations 14% $ 41 billion
Brown Bag Series on ResearchFaculty
Corporate & FoundationRelations (CFR)
Our Mission:In passionate support of the UW’s mission, we perform a wide
range of functions that help build and support positive and mutually beneficial relationships with companies,
foundations, and other private organizations. To achieve our mission, we actively support our campus partners by
providing effective tools and services, delivering timely and accurate information, and exercising care in all of our actions.
The overall success of our work is based on providing excellent customer service.
Brown Bag Series on ResearchFaculty
Fulfilling our Mission
• Provide Services, Support, & Tools that Increase Quality of Proposals to Private Organizations– Strategy, Research, LOIs, Proposals, Cover Letters, Budgets– https://devar.washington.edu/AboutDev/CFR.asp
• Build Capacity & Community among Unit-Based Teams• Provide Coordination & Clearance for Approaches to key
funders (Gates, Boeing, Microsoft, Keck, Etc.)• Relationship Building Activities with Key Partners• Increased $$ and Impact – Bottom Line Results• Support Compliance & Stewardship
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Fulfilling our Mission
• Serve on the Provost’s Proposal Review Committee.
• Serve as Advancement’s liaison to the Office of Research, OSP, and the Center for Commercialization (C4C)
• Coordinate campus visits from major corporations & foundations
• Secure the President and Provost’s involvement in activities that involve top C&F partners
• Manage centrally distributed RFPs
Brown Bag Series on ResearchFaculty
Brown Bag Series on ResearchFaculty
UW CFR by the Numbers• During Campaign UW, 62.3% of our total came from
Corporations, Foundations, and other Organizations. • Why so much?
– UW is a Research Powerhouse - $1.5 Billion in FY 2011
• For FY 2011 C/F/Orgs contributed $221,543,988Corporations $48 millionFoundations $97.5 millionOther Orgs $75.8 million
• Top 15 in Foundation Support Top 10 in Corporate Support
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Corporate Relations
What corporations want and need from higher education partners:
People (best talent – faculty, grads)
Information (content, systems, etc.)
Solutions (research, IP, new ideas)
To help give them a competitive advantage in the marketplace
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Giving by Corporations
Brown Bag Series on ResearchFaculty
Corporate Relations
UW
Hiring Students
Sponsored Research
Gifts
FacultyExpertise
Licensing
Workforce Education
Affiliate Programs
Labs & Facilities
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Types of Corporate Support
• Gifts – (Voluntary – No Strings)– May be designated to support a specific project or purpose
• Grants – (Strings – Exchange Transaction)– (Deliverables, Detailed Accounting, Give-Back Clause, Intellectual
Property Rights, Performance Requirements, Etc)
• Contracts – (Very Specific Terms & Conditions) – Funder is the Primary Beneficiary
Consult GIM 34 for More Details
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Corporate RelationsTrend Points:• Traditional Corporate Philanthropy is Quickly
Disappearing– Focus on Strategic Partnerships– Focused on Business Goals & Bottom Line– “Key School” Relationships– Value & ROI– Place-Based Giving– Collaboration – Break Down Silos
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Corporate RelationsThe Future:
You’ve Got to Give to Get!“Holistic” Comprehensive Approach“Concierge” Service-Based ApproachIncreased Competition for Fewer $Hyper-Change and VolatilityOverhead a Growing ConcernMore Frequent Central Point of ContactCorporate Naming & Renaming Issues
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Foundation Relations
There are Four Basic Types of Foundations • Independent Foundations
– Family Foundations
• Community Foundations• Corporate Foundations• Operating Foundations
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Giving by Foundations
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Foundations
• More than 84,000 Foundations registered with the IRS
• Total # has doubled in last ten years
• Most do not have staff
• 93% have assets under $10 million
• 5% Payout Mandated by IRS
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Foundations• Assets estimated at $628 Billion in 2010 – (lost $150 Billion in
Recession but have rebounded)
• Era of the “Mega” FoundationsGates - $38 BillionFord - $11 BillionGetty - $10 Billion
• 65 Foundations with assets of more than $1 Billion– Most have assets of less than $10 million
• Average Foundation Grant is $143K, so we must manage expectations
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What Foundations Fund
• Good Ideas and the People Behind them• Direct Services• Projects (Scalable & Replicable)• Operating Support• Foundations rarely fund endowments
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What Foundations Fund
“We want our money to do something good and something big. If we’re lucky, both.”
• Investments that are Strategic & Catalytic
• Partners and tools to solve problems
“We’re not interested in higher education, per se, we are interested in solving problems”
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Foundations
Higher Education Funding Priorities for Foundations:• Health & Human Services• Innovative Research• Social Problems & Change• Entrepreneurship• Globalization (Africa – China)• The Environment
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Foundation Relations
The Future:• Rebound in asset growth• More accountability expected• More collaboration required
(Inside and Outside Partnerships)
• More $ directly to programs• Relationships are key• Success = outcome focused impacts
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Funding Opportunities• Office of Research Web Site• Office of Sponsored Programs• Funder’s Web Site• Centrally Distributed RFP’s• Customized Prospect Research• Conferences• Sci-Val (Coming in Feb)• Word of Mouth – Relationships with Funders
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Other UW Industry Contacts
Dondi L. CuppCorporate & Foundation RelationsE-mail | 206-685-6736
Sponsoring ResearchLynne Chronister, Assistant Vice ProvostWeb | E-mail | 206-543-4043
Recruiting & Hiring StudentsSusan TerryWeb | E-mail | 206-543-0535
Executive Education & Professional DevelopmentDavid P. SzatmaryWeb | E-mail | 206-685-6308
Entrepreneurship Programs & CompetitionsConnie Bourassa-ShawWeb | E-mail | 206-221-5484
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Help Please!
Contact your unit-based Advancement team
OrEmail me at [email protected]
Brown Bag Series on ResearchFaculty
Thank youand
Good luck!
