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Financial Updates | Upcoming Meetings | Campus News and Fundraising Highlights

Welcome to the DashBOARD, our quarterly newsletter for CU Foundation trustees.

What a privilege it was to spend time in conversation with so many of you during our visit to the UCCS campus last month. We had a record turnout of trustees for our spring meeting in Colorado Springs. We appreciate all of the hospitality offered to us by Chancellor Venkat Reddy and his leadership team.

The Thursday night dinner for trustees on the stage of the Shockley-Zalabak Theatre kicked off an evening that included dance and drama performances and the opening night of a visually stunning contemporary art exhibit. We were grateful for the opportunity to experience the vibrancy of the Ent Center, one of Colorado’s newest and most spectacular performing arts venues. See photos of dinner on the stage and of the performances.

Our Friday morning program included a presentation by UCCS College of Education Dean Valerie Martin-Conley, Dr. Joe Wehrman, Counseling and Human Services Department Chair, and a panel of their partners in the Campus Connections mentoring program that pairs UCCS students with high school youth. We were all moved by the stories of the positive impacts that emerge when UCCS student mentors work in a group setting with local youth mentees to provide academic support and career planning, encourage positive social skills development, assist with goal setting and implement wellness programs.

Our trustee gathering on May 4 concluded with a tribute to trustee Jim Gallogly. Jim is taking leave of his roles as a director and trustee of the CU Foundation as he prepares to assume the presidency of the University of Oklahoma this summer. Chancellor Reddy and Foundation Board Chair Margaret Bathgate thanked Jim for all of the ways that he has contributed his time and talents to CU. We then planted an evergreen tree in honor of the Gallogly family. Jim’s impromptu remarks at the tree planting—about the power of saying yes to unexpected opportunities—demonstrated his wisdom and grace and why his Foundation and CU colleagues so value his counsel. See photos from the tree planting.

In May, we also said goodbye to our esteemed colleague Andrea Wagner. Andrea retired as Vice Chancellor for Advancement at CU Denver, a position she held for three very productive years. Read more about Andrea's success at CU Denver. Johnnie Ray, Scott Arthur, Deb Coffin, Martin Wood and I will sorely miss Andrea’s thoughtful and insightful perspectives on the joys and the challenges of fundraising for CU.

I look forward to seeing you all in August during our visit to the CU Denver campus. It will be an opportunity to experience the newly opened Lola & Rob Salazar Student Wellness Center, a project that has been in development for several years.

Jack Finlaw
President and CEO
University of Colorado Foundation

Total Private Support

Since the start of the fiscal year through May 31, donors made 60,518 gifts totaling $318 million in private support benefitting CU.


LTIP Investment Performance

For the 9-month period ending March 30, 2018

thermometer graphic8.65%
LTIP
gift graphic8.05%
Policy Benchmark

investment-performance

Financials

As of March 30, 2018

thermometer graphic$1.64B
LTIP Value
gift graphic$1.3B
Endowment Value
stock exchange graphic2,717
Endowments

ltip-balance

2018-19 Trustee Meetings

Trustee reception at CU Denver 
Thursday, August 16, 2018

Trustee meeting at CU Denver
Friday, August 17, 2018

Trustee reception at CU Boulder 
Thursday, November 15, 2018

Trustee meeting at CU Boulder
Friday, November 16, 2018

Trustee reception at CU Anschutz 
Thursday, February 7, 2019

Trustee meeting at CU Anschutz
Friday, February 8, 2019

Trustee reception at UCCS
Thursday, May 2, 2019

Trustee meeting at UCCS
Friday, May 3, 2019

Campus Private Support Highlights for January-March 2018

CU Anschutz

Anne Carr made a $1 million estate commitment to support the Division of Medical Oncology. This gift fuels innovative research in pancreatic cancer, helping researchers develop new patient therapies.

Longtime CU supporter Stan Dempsey gave $200,000 to the Dempsey Neurology Fund. This gift supports the Neurology Supportive and Palliative Care Program, ensuring individuals with neurodegenerative diseases have access to the best care available.

Peter and Sandy Keller gave two gifts totaling more than $460,000 to the Waterman Family Endowed Chair and the Igal Kam, MD, Endowed Chair in Transplant Surgery. Their longstanding support for these endowments provides funds for lectureships and research in liver and digestive diseases as well as transplant surgery.

Ed and Susie Orr recently made a $2 million commitment to establish the Orr Family Endowed Chair. This endowment supports research at the Barbara Davis Center for Diabetes, ensuring individuals with type 1 diabetes have access to world-class care.

The School of Medicine has launched an initiative that is designed to encourage giving to new or existing endowed funds. The School of Medicine Acceleration Program allows donors to make gifts to endowed funds and unlock resources today. To do that, the school will contribute the estimated endowment distribution during the first five years of a gift or pledge while the endowed fund grows in value. Endowment gifts from $100,000 to $2 million are eligible for the School of Medicine Acceleration Program. Those gifts must be dedicated to one of four campus goals: advancing discovery by bringing life-changing treatments into practice; transforming patient care by fostering person-centered health and well-being; driving innovation by building a hub of creativity and entrepreneurship; and training future leaders by educating tomorrow’s health care workforce.

CU Boulder

With a gift of $210,000, Barry and Sue Baer have established an endowed scholarship for CU Boulder Army ROTC students along with Barry’s testamentary gift agreement that will support veteran scholarships through the Office of Veteran Services. Barry, a retired colonel, graduated from Army ROTC while an undergraduate student at the university. He is also involved with CU Boulder’s Golden Buffalo Battalion’s Alumni Board of Advisors and the A&S College Advisory Board. Sue is a member of the College of Music Advisory Board.

In support of a building expansion and enhanced collaboration between CU Boulder’s Leeds School of Business and College of Engineering and Applied Science, Foundation trustee Alan Olson (’62) and his wife Carol-Ann (’64) committed to a $1 million gift that will name the entrance space of the new collaborative building. Also in support of the expansion, Zayo founder and CEO Dan Caruso and his wife, Cindy, gave $2 million to support entrepreneurial activities and the future building connection, including a space named the “Caruso Connection.” The expansion will offer collaborative spaces to expand experiential learning opportunities for all business and engineering students at CU Boulder.

Emboldened by their own college experience, CU Boulder alumni and competitive runners Sara (’09) and Brent (’08) Vaughn have established the Vaughn Family Endowed Child Care Scholarship Fund to help fill the financial assistance gap that exists for student-parents. When the couple had their first child, both were full-time students and on athletic scholarships, which they managed to juggle with parenthood. Since graduating, the Vaughns have both competed professionally in running and now wish to help other student-parents realize their dreams. Their gift includes $10,000 in funding for the next five years, half for current-student use and half for an endowment. They hope that others will contribute to the fund and that it will raise much-needed awareness and financial support for college student-parents.       

CU Denver

Andrea Wagner stepped down from her position as Vice Chancellor of Advancement on May 18. Andrea joined CU Denver in 2010 as director of development for the Business School and was promoted to lead the Office of Advancement in 2015. Under Andrea’s direction, CU Denver’s Advancement team has grown in size, impact and success while setting annual fundraising records for the campus. Andrea was directly involved with the three largest gifts the campus has received, including the first to name a CU Denver building, and she was instrumental in initiating CU Denver’s first scholarship campaign, which is currently in progress. Melisa Baldwin has been selected as CU Denver's new Vice Chancellor of Advancement. She will start August 1. She comes to CU Denver from Kennesaw State University in Atlanta where she serves as the associate vice president for advancement, development and alumni affairs.

Steven Schuster, who earned his master’s degree in Design and Planning at CU, and his wife, Mary Anne Howard, recently established a bequest to support scholarships for students in the College of Architecture and Planning. Currently valued at $500,000, the bequest is intended to help the college recruit the best and brightest students in the field of architecture. Mr. Schuster lives in Raleigh, North Carolina, where he is founding principal of Clearscapes, an architectural design firm responsible for a number of public and private projects across North Caroline, including the Exploris Museum, Raleigh Convention Center and Contemporary Art Museum of Raleigh.   

UCCS

Through a planned gift, Barbara and Alan Steiner will add to an endowment to ultimately support two Chancellor’s Leadership Class scholars each year. The Steiners, who join CU’s Heritage Society with their gift, have been committed CLC donors and champions since the inception of the program. The CLC engages scholars with the members of the Colorado Springs community to nourish positive community impact through leadership and training. The Steiners have a passion for leadership; Alan’s former leadership role with Hewlett/Packard connected him to UCCS. Their gift follows many years of making annual gifts to the program.

The Norwood Foundation is a long-time supporter of the Bruce and Anne Shepard Reach Your Peak Scholarship Program at UCCS. Norwood recently made a $25,000 gift to support the scholarship program. This year, the community-funded program will graduate 33 scholars, and the graduation rate for the program is 93 percent. Currently, all gifts to the program are matched one to one by the Colorado Opportunity Scholarship Initiative.

Andy Cain, who recently joined the Penrose St. Francis Health Services Board of Trustees, made a $10,000 gift to UCCS’ Public Safety Initiative to support the McConkie Leadership Conference. The annual conference provides leaders in governments and nonprofits with leadership training and best practices. This year more than 150 attendees learned about leading under stress and preparing to lead at a higher level within their departments.