2011-12 Philanthropic Annual Report

Chart Details

Benchmarking Performance

The factors for determining peer groups include the number of full time professional fundraisers, the number of individual donors, and the endowment market value. These factors have been determined as the leading indicators for fundraising success.

Three-Year History of Gift Commitments by Peer Group*

Three-Year History of Gift Commitments by Peer Group

*Does not include the Chancellor's Office

Three-Year History of Gift Commitments by Peer Group
Peer Group 2009/10 2010/11 2011/12
Group I $48,680,870 $46,896,354 $45,465,873
Group II $90,265,301 $152,588,829 $102,440,896
Group III $124,287,700 $143,327,890 $146,634,211
Grand Total $263,233,871 $342,813,073 $294,540,980
Charitable Gift Commitments as a Percentage of the State General Fund Allocation
  2009/10 2010/11 2011/12
Gift Commitments* $265,200,484 $344,667,504 $297,010,687
State General Fund $2,166,062,017 $2,433,901,014 $1,936,822,538
Total Gift Commitments as a %
of State General Fund Allocation
12% 14% 15%
Group I Average 8% 7% 7%
Group II Average 10% 15% 13%
Group III Average 23% 23% 32%

*Includes gift commitments to Chancellor's Office.


Endowment

The total market value rounded off above the $1 billion mark for the second year in a row.

Overall investment returns were down slightly, trailing market benchmarks. In 2011-2012, donors contributed $45.6 million in new gifts toward endowments. Over a threeyear period, $150 million in new endowment gifts has been added to endowments throughout the CSU. Collectively, CSU institutions distributed nearly $42 million from endowment in support of student scholarships, faculty research and academic programs.

After two years of investment recovery, endowment investments lost an average of 1.2 percent in 2011-2012. Peer group and systemwide investment returns are presented as dollarweighted averages.

Endowment Market Value

Endowment Market Value

Endowment Market Value
Endowment Breakdown 2009/10
Market Value
2010/11
Market Value
2011/12
Market Value
Corpus and Prior Years Investment Return
(Net Other Expenses)
$723,617,501 $804,899,704 $1,034,911,152
New Gifts to Endowment $49,620,553 $54,524,828 $45,581,098
Annual Investment Return $96,186,945 $196,865,457 -$12,447,980
Distribution -$23,284,201 -$31,897,203 -$41,826,915
Total Market Value $846,140,798 $1,024,392,787 $1,026,217,355
Endowment Investment Performance
Investment Pool
Asset Range
# CSU CSU Average
Investment Return
>$100 M to ≤$500 M 3 -0.7%
>$50 M to ≤$100 M 4 -0.9%
>$25 M to ≤$50 M 5 -2.5%
≤$25 M 12 -1.7%

2011/2012 CSU Median = -1.34%

2011/2012 Industry Benchmark: Russell 3000 65% and Barclay's Aggregate Bond Index 35% = 3.74%


Individuals

Gifts from individuals include giving from alumni, parents, faculty, staff, students and friends of the university. In 2011-2012, gift receipts from individuals increased $7.9 million, or 8 percent, to $107 million. Thirteen percent of all gifts from individuals was attributed to eight gifts of more than $1 million at four campuses (Fullerton, San Diego, San Francisco, and Sonoma).

The number of donors is a key indicator of success in attracting philanthropic support to the university. Continuing with a steady growth trend over recent years, the number of individuals giving to the CSU reached 224,194.

In 2011-2012, alumni donors made up 33 percent of individual donors and contributed $40 million, or 37 percent of giving from individuals. Alumni additionally supported the university with nearly $1.4 million in membership dues.

Individual Giving

Individual Giving

Gifts from individuals include giving from alumni, parents, faculty, staff, students and friends of the university. In 2011-2012, gift receipts from individuals increased $7.9 million, or 8 percent, to $107 million. Thirteen percent of all gifts from individuals was attributed to eight gifts of more than $1 million at four campuses (Fullerton, San Diego, San Francisco, and Sonoma).

The number of donors is a key indicator of success in attracting philanthropic support to the university. Continuing with a steady growth trend over recent years, the number of individuals giving to the CSU reached 224,194.

In 2011-2012, alumni donors made up 33 percent of individual donors and contributed $40 million, or 37 percent of giving from individuals. Alumni additionally supported the university with nearly $1.4 million in membership dues.

Individual Giving
2009/10
Individual Giving
2010/11
Individual Giving
2011/12
Individual Giving
Other Individuals Totals* $62,020,476 $60,329,369 $67,002,874
Alumni Totals $43,128,862 $38,970,711 $40,186,263
Individual Giving Grand Totals $105,149,338 $99,300,080 $107,189,137

*Includes gifts from parents, faculty, staff, students, and friends of the university.


Organizations

Gifts from organizations include giving from corporations, foundations, and other organizations, such as the United Way. In 2011-2012, gift receipts from organizations decreased $8 million, or 6 percent, to $133 million.

This year, donations from corporations held relatively steady at $52 million, which included $4.4 million in company products. Corporations also support educational priorities by matching contributions from their employees. The CSU received 3,234 matching gifts to enhance the value of individual contributions by over $1.5 million.

Foundation contributions decreased 8 percent from prior year dropping to $69.7 million. The aggregate value of foundation gifts equaled nearly one third of all charitable gift receipts in 2011-2012. With 360 contributions, family foundations contributed $26 million explaining some of the shift from individual giving. Thirteen gifts of $1 million or more were received by ten universities, including East Bay, Fullerton, Long Beach, Monterey Bay, Northridge, Pomona, San Diego, San Josť, San Luis Obispo, and Sonoma.

Organizations' Giving

Organizations' Giving

Organizations' Giving
2009/10
Organization Giving
2010/11
Organization Giving
2011/12
Organization Giving
Other Organizations' Totals* $15,311,559 $12,200,062 $11,561,338
Corporation Totals $51,466,351 $52,992,403 $51,687,437
Foundation Totals $55,709,160 $76,022,095 $69,740,116
Organization Giving Grand Totals $122,487,070 $141,214,560 $132,988,891

*Includes gifts from all organizations not defined as a Corporation or Foundation.


System Highlights

Gift Commitments 2011/12
New Gifts $181,227,480
New Pledges $51,753,622
Testamentary Commitments $61,651,616
Native American and Local Government Contributions $2,377,969
Total $297,010,687
Charitable Gift Receipts
New Gifts $181,227,480
Pledge Payments $58,950,547
2011/12 Total $240,178,028
Charitable Gifts 3 Year History

Charitable Gifts 3 Yeay History

Three-Year History of Charitable Gift Commitments by Peer Group
2009/10
Total
Gift Receipts
2010/11
Total
Gift Receipts
2011/12
Total
Gift Receipts
$227,636,408 $240,514,560 $240,178,028
Charitable Gifts by Source of Gift
Charitable Gifts by Source of Gift
Alumni circle for pie chartAlumni 16.73%
Parents circle for pie chartParents 1.61%
Other Individuals circle for pie chartOther Individuals 26.28%
Foundations circle for pie chartFoundations 29.04%
Corporations circle for pie chartCorporations 21.52%
Other Organizations circle for pie chartOther Organizations
4.81%
Charitable Gifts by Source of
Gift Disbursement
Charitable Gifts by Gift Disbursement
Alumni circle for pie chartPrograms 59.83%
Campus ImprovementsCampus Improvements 8.67%
Endowment circle for pie chartEndowment 18.98%
Unrestricted circle for pie chartUnrestricted 3.20%
Other circle for pie chartOther
9.32%