2011-12 Philanthropic Annual Report

California State University, Fullerton

Contribution Highlights

  • Thanks to the generosity of a Mihaylo College of Business and Economics alumnus, the college’s Department of Finance will have a dedicated Student Managed Investment Fund (SMIF) for the students in the Applied Security Analysis Program to manage from year to year. Patterned after successful SMIF programs at leading universities across the country, CSU Fullerton’s program will provide students with practical investment experience as a part of the finance curriculum.
  • The success of the university’s Osher Lifelong Learning Institute was recognized when the Osher Foundation provided an additional $1 million in endowment support for the institute. With over 1,000 members, this gift—coupled with an initial $1 million endowment in 2008—will provide a foundation of operational support for the institute to provide retired and semiretired individuals the opportunity to experience a broad array of classes and programs on the university’s campus.
  • The university’s golf teams received a boost when a group of donors partnered with the Department of Athletics to raise funds to create a practice facility on campus for the players to work on specific techniques without traveling to local courses. The golf team continues to be supported by the annual Folino Invitational Golf Tournament where golfers from a host of universities compete to support the men’s and women’s golf teams.
  • The university’s endowment continued its growth with over $3 million added to principal bringing the total market value to over $34 million. Providing lasting support for academic programs and scholarships for students remains the primary designation of donors. During the year, the Philanthropic Foundation approved the hiring of new investment managers to help navigate the investment opportunities and ensure the spending distributions to support the university’s colleges, programs, and students.
Gift Commitments 2011/12
New Gifts $6,021,516
New Pledges $1,273,470
Testamentary Commitments $0
Native American and Local Government Contributions $0
Total $7,294,986

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Charitable Gift Receipts
New Gifts $6,021,516
Pledge Payments $3,909,037
2011/12 Total $9,930,554

Charitable Gifts:
A 3-Year History
Charitable Gifts: A 3-Year History
2009/10 $11,654,888
2010/11 $11,121,402
2011/12 $9,930,554

Charitable Gifts by
Source of Gift
Charitable Gifts by Source of Gift
Alumni circle for pie chartAlumni 26.46%
Parents circle for pie chartParents 1.38%
Other Individuals circle for pie chartOther Individuals 11.09%
Foundations circle for pie chartFoundations 22.90%
Corporations circle for pie chartCorporations 32.33%
Other Organizations circle for pie chartOther Organizations 5.86%

Charitable Gifts by
Gift Disbursement
Charitable Gifts by Gift Disbursement
Program circle for pie chartPrograms 62.38%
Campus ImprovementsCampus Improvements 4.90%
Endowment circle for pie chartEndowment 30.22%
Unrestricted circle for pie chartUnrestricted 0.95%
Other circle for pie chartOther 1.56%