Office of the Vice-Principal (University Advancement) 1430 Peel Street Montreal QC H3A 3T3 Tel: (514) 398-5807 | Fax: (514) 398-5206
TO: Board of Governors
FROM: Mr. Marc Weinstein, Vice-Principal (University Advancement)
SUBJECT: University Advancement Annual Report (2016-2017)
DATE: December 12, 2017
DOCUMENT #: GD17-29 ACTION INFORMATION APPROVAL/DECISION REQUIRED:
ISSUE & EXPECTED
OUTCOME
The University Advancement Report provides an overview of philanthropic results and activities for fiscal year 2017. Two additional reports focus on theplanning of the Bicentennial campaign.
BACKGROUND & RATIONALE
The enclosed presentation, “The Road to 200: Building on our strengths as we prepare for McGill’s Bicentennial,” provides an overview of some of the strategies and initiatives UA is undertaking to prepare for the Bicentennial Campaign. As background, two additional documents provide information onresults achieved in FY17: The FY17 Alumni Relations and Annual Giving Annual Report, and the FY17 UA Financial Year in Review.
ALIGNMENT WITH MISSION AND STRATEGIC PRIORITIES
McGill’s achievements and capacity to remain competitive across a fullspectrum of scholarly activities are directly linked to the support it receives from philanthropic endeavours. As McGill approaches its Bicentennial, theUniversity has a unique opportunity to galvanize global alumni and friendsthrough an ambitious Campaign in support of its vision and priorities.
COMPLIANCE WITH UNIVERSITY POLICY
Reports on philanthropy are routinely presented to the Board, itssubcommittees and Senate. The Report has been presented to members of the senior administration, Senate, the Finance Committee and the InvestmentCommittee.
COMPLIANCE WITH LEGISLATION/
EXTERNAL REGULATIONS
There are no legislative requirements related to the report.
RISK FACTORS There are no known risks associated with this report.
SUSTAINABILITY CONSIDERATIONS
McGill’s philanthropic efforts support the University’s identified priorities, including research and teaching encompassing many dimensions ofsustainability. This focus will continue as planning progresses for theBicentennial Campaign.
MemorandumMcGILL UNIVERSITY BOARD OF GOVERNORS
IMPACT OF DECISION AND NEXT STEPS
N/A
MOTION OR RESOLUTION FOR APPROVAL
N/A
APPENDICES Appendix A: Presentation: “Countdown to 200: Planning for McGill’s Bicentennial Campaign—Milestones and Next Steps”
Appendix B: FY17 Alumni Relations and Annual Giving Annual Report
Appendix C: FY17 UA Financial Year in Review
Countdown to 200Planning for McGill’s Bicentennial Campaign –
Milestones and Next Steps
Marc Weinstein
Vice-Principal, University Advancement
December, 2017
2
FY17 highlights
Strongest philanthropic results in McGill’s history $126M cash and $170M achievements (cash + pledges)
Extraordinary gifts supporting activities across McGill $25M to create a School of Retail Management (Aldo Bensadoun)
$20M in support of Open Science (Larry Tanenbaum)
$16M to support autism research (The Azrieli Foundation)
$10M to launch the Max Bell School of Public Policy (Max Bell Fdn.)
Best-ever Annual Fund results first time ever over $11M
Another record breaking #McGill24 $1.3M, 3,500 donations, social media posts reaching more 1M people
3
FY18: A singular focus
Planning a Bicentennial Campaign that will:
Rally our alumni and supporters around this once-in-a-generation milestone
Recognize our tremendous history of accomplishments
Chart a course for our future -- McGill’s third century
Lay foundations that can ensure McGill’s excellence and competitive edge for years to come
Define big ideas where McGill can make a unique contribution
4
Campaign timeline
Counting began on May 1, 2013, when Campaign McGill concluded. (“quiet phase”)
We are currently in the active planning phase
• This period includes internal and external consultations, historical fundraising performance analysis, alumni survey, market research, internal assessment of institutional aspirations and needs, etc.
Public phase is to begin in 2019-2020, with public launch date still to be determined
It is envisioned the Bicentennial Campaign will last ~10 years - through 2024
2013 2016 2019 2022 2024
Counting begins
Feasibility Study
Public launch (date TBD)
Bicentennial celebration
Campaign concludes
Quiet Phase Active Planning Public Phase
5
Campaign planning
A key milestone: the Campaign Feasibility Study
Assesses campaign readiness, tests assumptions and case for support to ensure the best conditions for success
Begins with online survey of about 3,000 friends, volunteers and donors
This fall, the Principal is meeting with over 300 top volunteers and donors around the world in 18 Leadership Briefings
These will be followed by one-on-one interviews with about 75 key individuals
Results shared in mid-2018
6
Case for support
The feasibility study presents a draft University-wide case for support that:
Articulates the University’s vision and ambitions for its third century: future-ready students and a future-ready McGill
Creates a compelling case for McGill’s strengths, distinctiveness and capacity to contribute to meaningful global challenges
Identifies the role philanthropy can play in achieving McGill’s strategic objectives
Generates a sense of excitement, inspiration and possibility among donors, volunteers and stakeholders
7
Case for support: 5 themes
Attract brilliance in all its diversity
Invest in bringing a greater range of perspectives and ideas to campus to create new ideas and different ways of seeing the world
Bring the world to our campuses, and our campuses to the world
Provide students with stimulating, innovative, and inquiry-based educational experiences
Drive novel solutions to global challenges
Develop interdisciplinary research projects that address pressing social issues of our time
Inspire partnerships and innovation
Create funds to support innovation and partnerships; add resources to increase our partnership and innovation possibilities; develop an angel investment fund.
Build a campus befitting our ambitions
8
Case for support framework
Build world-class
facilities
Open, Connected, Purposeful
Attract brilliance in all of its diversity
Address grand
research challenges
Bring the world to our campuses, andour campuses to the world
Enhance the student
experience
Drive novel solutions to global challenges
Foster and strengthen
international connections
Inspire partnerships and innovation
Increase access and
opportunity
Build a campus befitting our ambitions
Attract top faculty
members
Translate discoveries into impact
Future-Ready
Studentsand a
Future-Ready McGill
9
Other planning milestones
Bring together outstanding global volunteers
Campaign Planning Advisory, Regional Campaign Advisories, Council of FABs, others
Landmark Leaders Alliance in May, 2018
Create Faculty-specific Cases for Support
Support the Provost and VP RI in identifying high-impact research grand challenges
Continue to engage alumni around exciting platforms and events
Road to 200 events and communications
McGillConnect
#McGill24
10
A McGill-wide mission
We need your support to:
Engage the McGill community and your networks around the Bicentennial and McGill’s exciting ambitions
Provide your input, creativity and ideas for what we should be considering as the Campaign takes shape
Serve as our ambassadors, champions and advocates
Help us make 2018’s #McGill24 the best ever
11
THANK YOU!
2016-2017 AT A GLANCE
ALUMNI RELATIONS & ANNUAL GIVING
A thriving and generous alumni community is the barometer of philanthropic success at McGill and the ultimate goal of the many activities spearheaded or supported by Alumni Relations & Annual Giving. Initiatives include the implementation of lifelong engagement opportunities, the increase in yield and impact of annual giving and the deepened scope of our volunteer networks worldwide. This report highlights advances made in 2016-2017 to inculcate a culture of philanthropy among students and young alumni, develop the donor pipeline in support of McGill, and instil a greater sense of pride in alumni, parents and friends in all expressions of support for McGill.
As the preliminary articulation of McGill’s bicentennial campaign priorities, anchor engagement opportunities led donors, alumni and friends along the “Road to 200”, where we brought our most celebrated researchers, experts and graduates to our global community of supporters to showcase how McGill discoveries are changing the world. The development of the Master Calendar as a straightforward, yet vital planning tool for all University Advancement stakeholders allowed the Alumni Relations & Annual Giving team to provide the most coordinated and strategic support possible – from full planning and execution, to basic event listings or broadcast support – to over495 engagement events around the world.
2016-2017 AT A GLANCE
ALUMNI DEMOGRAPHICS
EVENT-BASED ENGAGEMENT
9,200233,671NUMBER OF
ADDRESSABLE ALUMNI
23% Event attendees whomade an annual gi�: 6% Event attendees who made
a leadership gi� ($1K+)
183{countries} {all full & partial email}
GLOBAL ALUMNINETWORK
16,825TOTAL NUMBER OF ATTENDEES
7,246FIRST
TIMERS
495TOTAL NUMBER OF EVENTS
138
FACULTY-BASED
148
BRANCH-INITIATED
9
CHAT-BASED
53
PARTNERSHIP/CAMPUS
20
SCHOLARSHIP/DONOR RECOGNITION
28
MEETINGS+ STATUTORY
67
TARGETED
32
ANCHOR
NUMBER OF NEW GRADUATES
ALUMNI RELATIONS & ANNUAL GIVING
NEW CHAT-BASED EVENTS
9 online Brazen events
729 participants
2,500 chats across 50+ countries
FLASH
ALUMNI RELATIONS & ANNUAL GIVING
2
ORIGIN OF ATTENDEES: - 81% Canada {26% from Montreal}-17% USA- 2% International
Tremendous collaborations with Volunteer Partnerships and Advancement Services has seen the dawning of a new era ofdata capture of non-event engagement activities by our most dedicated alumni, parents, students and friends. Coupled with a dashboard developed with the expertise of colleagues in Business Intelligence and Information Services to track the most salient information on key volunteer roles, University Advancement is now equipped with the tools needed to measure the deepening of our constituencies’ affinity to McGill, predominantly through actions in support of our students. Volunteer roles we track and measure include Board/committee participation, ambassador roles, such as campaign volunteers and social media influencers, and experiential roles, including mentors, expert panellists and employers of student interns.
NON-EVENT ENGAGEMENT
22%69%
9%
155 166 861Alumni Insight
Community members
20Prestige Scholars
Mentors
322
41 82 702518093
23561
NUMBER OF EVENTS: 79 NUMBER OF EVENTS: 98 {83 class and 15 affinity}
HOMECOMING REUNIONS
TOTAL NUMBER OF ATTENDEES:850
TOTAL NUMBEROF ATTENDEES: 4,981 6.7% increaseover 2015
High capacity Young Alumni Other High capacity Young Alumni Other
CaPSAlumni Mentors
McGillInterest Groups
Class and affinityreunion volunteers
Studentvolunteers
Total number ofregional groups
Montreal-based alumniassociation volunteers
Parentvolunteers
Regionally-based alumniassociation volunteers
Young alumni volunteers
#McGill24ambassadors
Seeds of Changecrowdfunding ambassadors
13%81%
2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING
3
6%
ALUMNI INSIGHTS
Total number of surveys6
Total number of respondents12,617(Omnibus Engagement Survey)
1,219(Alumni Insight Community surveys)
FLASH
VIRTUAL CONNECTIONS
Facebook Pages/Groups
Facebook Members
LinkedIn Groups
LinkedIn Members
Twitter Accounts
Twitter Followers
Service Accounts
McGillConnect Members
AR & AG TEAM MEMBERS COMPLETED 86 QUALIFICATIONS AND 31,060 CONTACT REPORTS
AR: 3,638 contact reports by a team of 12
AG: 27,422 contact reports by a team of about 75 Phonathon students from September, when report automation was activated
FLASH
2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING
HIGH CAPACITY
5732,870
64,807
7,05946
5,212
5
43
YOUNG ALUMNIGENERAL ALUMNI,PARENTS & FRIENDS
1,794 1,8958,477
12,166ENGAGED
INDIVIDUALS
NON-EVENT ENGAGEMENT (cont’d)
CAMPUS PARTNERSHIPS
Affinity programs continue to offer alumni competitive or discounted rates on a variety of exclusive services that, in return, provide McGill with revenue in support of alumni and student programming priorities.
AFFINITY PROGRAMS
TRIPS30
HIGH CAPACITYTRAVELLERS20%
TRAVELLERS196
ALUMNI7,678
STUDENTS2,868
14,713INSURANCE POLICY HOLDERS
64NUMBER OF
APPLICATIONS
$16KSPONSORSHIP
DOLLARS AWARDED
43NUMBER OF STUDENTGROUP BENEFICIARIES
EDUCATIONAL TRAVEL
STUDENT PROGRAMS THAT RECEIVEDSPONSORSHIP SUPPORT FROM THE MAA
25NUMBER OF
APPLICATIONS
$14,785FUNDING
DOLLARS AWARDED
22NUMBER OF BRANCH
BENEFICIARIES
ALUMNI BRANCHES THAT RECEIVEDFUNDING FROM AR AND THE MAA:
CREDIT CARD HOLDERS
CENTRAL ORADMINISTRATIVEUNIT PARTNERS
& FACULTYPARTNERS
AND SCHOOLS
STUDENT GROUP&
ASSOCIATIONPARTNERS
NUMBER OFPROGRAMS/INITIATIVES
UNDERTAKENIN S&YA
PROGRAMS
2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING
5
Ongoing connections to campus partners were instrumental in providing the platforms necessary to continue the conversation with students about their lifelong bond to McGill. Activities included a range of successful student-oriented and student-focused crowdfunding campaigns, the rebranding of the Life A�er Your Degree (Life-AYD) program, a host of specialized mentoring and shadowing initiatives, and an award-winning “Class of 2016/Welcome to the Alumni Association” strategy. Student and Young Alumni (S&YA) initiatives clearly contributed to the McGill Commitment, while growing our pipeline of future support for McGill.
(+64%)(+69%)
CAMPUS PARTNERSHIPS
29 2430
LEADERSHIP
5
The external audit of the Annual Giving program saw the creation of the McGill Fund as a conduit for alumni, parents and friends to strengthen their connection to McGill through an annual gi�. Donor-centric strategies were likewise implemented to encourage loyalty through recognition and appeals in relation to the philanthropic interests of our donors. The participation and collaboration of campus stakeholders through the restructuring of the Annual Giving program – from the Provost and Vice-Principal (Academic) to our Faculty Deans – was and remains instrumental in ensuring the continued vibrancy and growth of the Annual Giving program as the cornerstoneof unrestricted funding and pipeline development.
ANNUAL GIVING
629,582 78,308
40,989
25,765TOTAL DONORS
(Goal 26K) (Goal $11.2M)
ACQUISITION
COLLECTIVE IMPACT
GIVING
CROWDFUNDING
LEADERSHIP GIVING
$11.6M TOTAL DOLLARS
5,909 NewDonors
$809K FromParents
Donors
2,680
Dollars
$8,290,945
Donors
2,165
Dollars
$282,141
$305 AverageGi�
758 New Young Alumni Donors
$2.3M In Gi�s of $250and Less
$9.2M FromAlumni
595 Pure Faculty& Staff Donors
893 StudentDonors
1,579 Donors $169K In Gi�s YOUNG ALUMNI
McGILL COMMUNITY
CALLS
2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING
Dollars
$1.4MTotal Donors
(+107%)
(+6%)
(+5%)
(+8%)(+17%)
(+26%)
(+6%) (+26%)
(+23%)
(+10%)
(+114%)
(+6%)
(+1%)
(+79%)3,475
New Donors
1,407
DATA COLLECTION POINTS
CONVERSATIONS
PHONATHON
6
Extensive collaborations among various University Advancementunits led to the following recognition from our peers:
Winner of the CCAE Best Brochure, Newsletter or Flyer Silver Award for the Annual Giving Impact Report
Winner of the CASE District I Digital Fundraising Materials Silver Award for McGill24
Winner of the CASE District I Social Media Alumni and Advancement Programs Bronze Award for McGill24
Winner of the CASE District I Fundraising Website Silver Award for McGill24
Winner of the CASE District I Special Events Bronze Award for McGill24
Winner of the CASE District I Annual Giving Programs Gold Award for McGill University’s OMG Contest: a data collection tool that celebrates graduation and engages our newest university alumni
GENERAL AWESOMENESS
1. Event numbers include all activities undertaken or supported by the unit, including volunteer-driven branch events and Faculty-initiated functions created in MartNet. Registration is not always taken for Student & Young Alumni events.
2. Volunteer data comprises alumni association representatives, including branch, constituent and special interest groups, as well as special cohorts such as parents and digital campaign ambassadors that fall under the auspices of the unit. They do not include larger University-wide volunteers, such as members of PIAB or FABs.
3. Virtual outreach figures extend to social media outlets that serve the wider alumni association volunteer network as managed by members of the unit. They do not include other University Advancement or Faculty-specific communications tools and outlets.
4. Information valid as at May 1, 2017.
TEAM MEMBERS:
Gabrielle Korn {Managing Director}, Andra Armasu, Lisa Baum, Chelsea Bell, Kathy Bowman, Olivia Brassard, Nathan Clinansmith,
Anne Marie Côté, Kay Dass, Trish Duff, Tarek ElChaarani, Melissa Forster, Anna Galati, Stephanie Hip, Koteki Inaba, Tess Kelley, Katie Kelly,
Pina Lanni, Lynn Mark, Véronique Marquis, Kim Martin, Valerie Maurer, Hilary Morden, Olivia Piccirelli, Jillian Pranger, Jesse Radz,
Alesia Rudnitskaya, Amanda Rushton, Wendy Schilling, Shana Szikman, Lisa Tang, Nicholas Tonin, Mary Wong
WORK-STUDY STUDENTS:
Deanna Duxbury, Yu Fei Ma, Emily Robertson, Rebecca Summers, Julia Wei Zhu
PHONATHON STUDENTS: 75+
THE FINE PRINT
University
Advancement
Fiscal Year 2017
End of Year Review
21-May-2017
UA Cash: 5-Year Results
2
UA Achievements: 5-Year Results
3
UA Achievements: Endowed vs. Direct
4
FY17 UA Achievements: by Source
5
Source Amount (M) Percentage FY12 – 16 Average
Individuals $102.3 73.5% 67.5%
Corporations 4.2 3.0% 5.3%
Foundations 32.7 23.5% 27.2%
Total $139.1 100.0% 100.0%
FY17 UA Achievements by Individuals:
Regional
6
Region Amount (M) Percentage FY12 – 16 Average
Quebec $51.4 50.3% 58.5%
Rest of Canada 33.8 33.0% 21.8%
International 17.1 16.7% 19.7%
Total $102.3 100.0% 100.0%