DOCUMENT RESUME HE 026 381 ED 356 725 AUTHOR Smoot, Joseph G. Pittsburg State University Development Achievements TITLE for Fiscal Year 1992. Pittsburg State Univ., Kans. INSTITUTION PUB DATE 92 188p.; For the fiscal year 1991 report, see ED 340 NOTE 321. PUB TYPE Descriptive (141) Statistical Data (110) Reports MF01/PC08 Plus Postage. EDRS PRICE Alumni; Comparative Analysis; Donors; Educational DESCRIPTORS Finance; *Financial Support; Foundation Programs; *Fund Raising; Higher Education; Institutional Advancement; Postsecondary Education; *Private Financial Support; Public Colleges; Statistical Data; Surveys *Pittsburg State University KS IDENTIFIERS ABSTRACT This report examines Pittsburg State University's (PSU) Development Achievements for Fiscal Year (FY) 1992 and provides a comparison with 151 other comprehensive public universities reporting to the Council For Aid To Education (CFAE). Among conclusions are that PSU ranked in the top 27 percent of comparable institutions in total private support ($3.6 million) and in the top 14 percent in dollars raised per student. Of alumni solicited 17.1 percent donated to the school. Chapters devoted to annual giving and planned giving as well as the PSU Foundation provide further information about development activities. Development plans for fiscal year 1993 are also presented. Appendices (comprising over half the report) include the folllwing: (1) Annual Development Calendars, (2) Comparative CFAE tables, (3) Office of Research Proposals and Grants Activity list, (4) Bequests to PSU Foundation Cumulative Record, and (5) PSU Foundation Board of Directors ;.nd By-Laws. Statistical data are presented in 25 tables. 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SBURG. vcr'''- DEVELOPMENT ACHIEVEMENTS FISCAL YEAR 1992 U.S. DEPARTMENT OF EDUCATION Office or Educational Research and improvoment EDUCATIONAL RESOURCES INFORMATION CENTER (ERIC) ffreTtus document has been reprcduced as recewed from the poison or organization onpinating it. 0 Mmor chanOea have been made to improv roptodirChon qualify Points of bow or OprroOns Stated in this Coco- X4 morn do not nocessanly represent official OERI 00.5,00 or PoIMY PITTSBURG STATE UNIVERSITY N4 PERMISSION TO REPRODUCE THIS PITTSBURG, KANSAS MATERIAL HAS BEEN GRANTED BY Pittsburg State University ti AVAILABLE BUT COPY TO THE EDUCATIONAL RESOURCES INFORMATION CENTER (ERIC" I PITTSBURG STATE UNIVERSITY DEVELOPMENT ACHIEVEMENTS FOR FISCAL YEAR 1992 JOSEPH G. SMOOT VICE PRESIDENT FOR DEVELOPMENT PITTSBURG STATE UNIVERSITY PITTSBURG, KANSAS 1 j i i V a 1 ) 0 4 . 1 1 , 3 N 1 0 3 1 0 , 0 1 1 a P / ) . 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B A . . . . . 5 S 1 2 3 4 1 1 1 1 1 I s l x l a o t - H s n s b n p e e s y o e r c m s - g s i o c s ( t - t e o a v C e b n p r 2 r l r r s r A c a e o 8 o e e P 3 e 6 g i t L d 2 l n t v S / 3 n e 0 k g - 0 n n f 0 4 i 4 r h m s a s o c / v o i e 1 e i e / m r 2 3 c n b c / u e e a m i f S C m 0 u d m i 4 e i a e m l e R h R R D m a r l l / a k 4 i a T L 1 . l R T t p d R g r n a t m 4 c R - n - m R R 0 H 1 T l r l d & n a a s o n H / l a l a / e d - a e - 8 n a a 2 g / R 2 - / e i r l s e I R i s i ' t n d o d e s e l 1 t 0 g p d s e s n m H S e c g l a - c l . r m c e m a u c i o - 0 e r 1 n o n e n i 5 o g A i g d i c a i l c r F e n i m R n M n t l 2 o r R H m s M o C o 2 f n e n h u d s u S u R a g m c 3 o l e e a l n i s - i i 4 l s e o m i t / t - t g t d t u m l g i t t e H n s a - 0 d y i - r / l n h S s a a f i e d t R l a a e l t d a n u 3 n m y A l E f a a G u D n m 2 r d i i o c i e c H l e d R O r 6 c n l H d s c i l n o n a t - a u n p n e o n o s i l - e o n o s i e m U n s g C i 0 e n S l l R a a n n - o c / c L s n o i e o a F a H R b o H e m m M ) 0 B R e u D n u a 2 R o r 5 5 C i E o i m i e r H C i - u R R i c i a / i t r c e n t 2 t n v g o t i r c r e h 0 s o 1 e a c m t C a s d i a c i m i y m t t o M g a T i s r o - d g c c n n F n e i e l 4 s i u c r s n t 2 t g h d n u s i u e v l l n n d n C a r t g n n e O t e i S E i b n h R m i e m m t u i r d u r m e g m e u o e l r r n s m g n a t U r b r k e o m n t g i W e i l c e l t i - b d m n R o s r A E A - a e A l a E n r u s s e u e o o l o e r i d t n a e R e S o w R o a t r u W n n l i k r P u s R n n C ( l D H H D C a b P A C D l e E P F T T n F C A u B P h e I I o a I I r r i r a l G G C D G B B E A . 0 . . . . . . . 1 . . 4 5 9 3 7 2 6 8 I CONTENTS CHAPTERS Executive Summary 1 Introduction 3 A Review of FY 1992 Development Activities 8 Annual Giving 28 Planned Giving 44 Capital Campaign 49 The Pittsburg State University Foundation 53 Development Plans For Fiscal Year 1993 62 APPENDICES Annual Development Calendars Appendix 71 1 Comparative CFAE Tables Appendix 84 2 Office of Research Proposals and Grants Appendix 116 3 Alumni of Record Policy and Statistics Appendix 117 4 Phonathon Report Appendix 121 5 Bequests to PSU Foundation Cumulative Record Appendix 128 6 PSU Foundation Board of Trustees Appendix 136 7 PSU Foundation By-laws Appendix 138 8 PSU Foundation NACUBO Endowment Study FY 1991 Appendix 146 9 Volunteers on PSU Advisory Councils Appendix 154 10 Centennial Vision 2003 Appendix 163 11 TABLES Total Private Funds Received Table 13 1 Office of Research Private Support for FY 1992 Table 14 2 Comparison of Sources of Private Funds Received Table 15 3 Comparison of Alumni of Record, Solicited, Donors Table 16 4 Foundation Gifts Table 20 5 Table Five-Year Comparison of Matching Gift Support 22 6 Five-Year Comparison of Business Cash Gift Support Table 24 7 Five-Year Comparison of Business Inkind Gift Support Table 26 8 Five-Year Comparison of Total Business Support Table 27 9 Annual Fund Receipts Table 28 10 Annual Fund Restricted and Unrestricted Gifts Table 11 29 Local Individual and Business Donors Table 31 12 Five-Year Comparison of Faculty/Staff Support Table 33 13 Table Direct Mail Donors and Receipts 14 34 Direct Mail Comparative Data/FY 1991 and FY 1992 Table 15 34 Direct Mail Responses and Average Gift Table 16 35 Phonathon Pledge Totals From 1979 to 1992 Table 17 36 Table Comparison of Phonathon Totals/FY 1991 and FY 1992 18 37 Table Phonathon Restricted and Unrestricted Gifts 19 38 Five-Year Comparison of the Athletic Fund Table 20 40 Athletic Endowment Funds Table 21 41 Cumulative Bequest Record Table 22 The Centennial 2003 Fund Distribution Table 51 23 Table The Centennial 2003 Fund Projected Annual Receipts 24 52 PSU Foundation Investment Funds Table 25 56 1 1 EXECUTIVE SUMMARY Total private support for Pittsburg State University for 1. FY 1992 was $3,604,416 that included $3,361,583 received through the Foundation and $242,833 through the Office of Research. (8, 13) Total private support for Pittsburg State University in 2. Among 151 peer public comprehensive FY 1991 was $2,169,447. colleges and universities reporting to the Council For Aid To Education, PSU's total ranked 41st in the nation (top 27 percent) while dollars raised per-student-enrolled ranked Pittsburg State University 21st (top 14 percent) nationally. Of those ranked ahead of PSU, all had a larger enrollment while most were two to six times as large. (8-10) According to the most recent CFAE report for FY 1991, 3. 4,937 alumni donors, 17.09 percent of thcse solicited, made a gift to PSU compared to 15.50 percent nationally in peer For FY 1992, alumni public comprehensive institutions. This growth resulted donors increased from 4,947 to 5,834. in an increase in the solicitation percentage effectiveness ratio from 17.09 percent for FY 1991 to 19.94 percent in FY National figures for FY 1992 will be available in the 1992. summer of 1992. (15-18) Foundation support of Pittsburg State University 4. The Office of Development amounted to $34,025 for FY 1992. generated all of this support. (18-20) Business support in FY 1992 amounted to $926,739 (25.71 5. percent) compared to $1,223,009 (56.37 percent) for FY 1991. Nationally, the percentage of business support of the total funds received by all public comprehensive colleges and universities stood at 33.9 percent for FY 1991. (20-27) The Office of Development Annual Fund increased to 6. $633,955 in FY 1992 compared to $623,916 in FY 1991. The Office of Research funds decreased to $242,833 in FY 1992 compared to $300,918 in FY 1991. The combined Annual Fund decreased to $876,828 in FY 1992 compared to $924,834 in FY 1991. (28) Local support (Crawford and Cherokee Counties) to the 7. University (all categories) amounted to $337,612 in FY 1992 compared to $346,029 in FY 1991. (30-33) Faculty and Staff support of the University amounted to 8. $83,974 in FY 1992 compared to $64,421 in FY 1991. Donors decreased to 320 in FY 1992 compared to 330 in FY 1991. (33) 2 The Phonathon generated $196,741 in pledges in FY 1992 9. The fourteen- compared to $193,378 in pledges in FY 1991. year record of funds pledged through the Phonathon totaled $1,688,623. (36-38) The Athletic Fund for current operations increased to 10. $123,717 in FY 1992 compared to $111,937 in FY 1991. The Athletic Endowed Scholarship Fund increased from $388,693 in FY 1991 to $422,087 in FY 1992. (38-43) Bequests received during FY 1992 accounted for 11. $1,829,841 of the total received of $3,604,416 (50.77 During the years 1980-1989, the University percent). received $1,745,396.73 from 30 bequests. For the fiscal years 1990, 1991, and 1992, the University doubled that total with receipts of $3,638,171.86. (45-47) The Pittsburg State University Foundation Investment 12. Funds (Market Value) amounted to $12,226,605 at the end of FY 1992 compared to $9,666,352 at the end of FY 1991. Total Foundation assets stood at $13,726,605 which included real The Funds increased estate holdings valued at $1,500,000. through additions and earnings from $3,264,859 in FY 1986 when the United Missouri Bank, Kansas City, was engaged as Foundation investment investment manager of the portfolio. funds have increased in eight years (FY 1985-FY 1992) from In a comparative $2,162,914 to $12,226,605 (565 percent). study of the 151 comprehensive colleges and universities reporting to the Council For Aid To Education for FY 1991, the Pittsburg State University Foundation ranked 19th (top 12.58 percent) in total size and 10th (top 06.62 percent) in terms of dollars of investment funds for each enrolled For FY 1990, (152 comprehensive colleges and student. universities reporting) the PSU Foundation ranked 19th (top 12.50 percent) in total size and 6th (top 03.94 percent) in dollars ($2,083.46) of endowment per student. (53-61) The development report for FY 1991, Development 13. Achievements at Pittsburg State University For Fiscal Year 1991, was published by the Educational Resources Information Center (ERIC) at George Washington University and became a national resource for development information. ERIC has published the last five PSU development reports. (4) 3 INTRODUCTION The 1992 Higher Education Directory reports a total of 3649 institutions of higher education in the United States. Of this total 1981 derive their support as public colleges and universities while 1568 function as private The public institutions enroll more than institutions. seventy-five percent of all students. Fewer than a third of these 3649 institutions report to the Council On Aid To Education. In the FY 1991 survey used for this report, the Council On Aid To Education identified 3,389 institutions of higher education and mailed questionnaires to almost 3,000 of these Of that total, 1055 institutions participated institutions. Since the first survey began in in the 1991 CFAE report. 1954-1955, at no time have half of the institutions reported The Council estimates, on the private support they receive. however, that the statistics it gathers account for about eighty-five percent of the total voluntary support received by colleges and universities in the United States. As the decade of the 1990s unfolds, the question of how much private support can American colleges and universities expect remains as yet unanswered. Questions about the extent of economic growth in the 1990s persist. Public confidence about higher education appears stable. These twin components of increasing private support, economic 4 growth and public confidence, will determine ultimately how successful development programs will be in the 1990s. Pittsburg State University Development Achievements for Fiscal Year 1992 is the ninth report prepared by the Vice- President for Development and Public Relations. This report includes an overview of the development program with an analysis of the achievements in FY 1992 as compared with 151 other comprehensive public universities reporting to the Chapters devoted to annual Council For Aid To Education. giving and planned giving as well as the Pittsburg State University Foundation provide further information about The report includes planning for development activities. Centennial The Campaign For Pittsburg State University: A careful analysis and evaluation of the data 2003 Fund. contained in previous reports has aided the Office of Development in refining its statistical information. The eighth annual report, Development Achievements at Pittsburg State University For Fiscal Year 1991, was published in the Educational Resources Information Center (ERIC) Microfiche Collection and indexed in Resources in Education (George Washington University: Clearinghouse on Higher Education, May 1992), ED340321. Pittsburg State University has formally secured private support for forty-one years since the organization of the Endowment Association in 1951. The history of private support extends to 1907 when the people in Pittsburg raised $150,000 to rebuild Russ Hall that had burned. The Division