Excellence in Advancement

Expand and enhance essential volunteer, philanthropic, and other support for the Principles of Excellence among IU’s alumni, faculty, staff, students, and friends throughout Indiana, the nation, and the world.

Indiana, the nation, and the world need a strong and innovative Indiana University. Private philanthropy—expressed by nearly two centuries of advocacy, giving, and service by IU alumni and friends—has provided the margin of excellence at Indiana University, and has allowed us to realize our full potential to improve lives. Many of the great research breakthroughs and education innovations that have come out of IU over the years would not have been possible without private support. Our most productive faculty would not be here if not for the endowed chairs and professorships provided through private support. Likewise, the rich overall student experience that has long been the hallmark of Indiana University will continue to depend greatly on philanthropy-supported activities, organizations, and infrastructure. And perhaps most critically, our ability to keep an IU education affordable and within reach of deserving students will depend greatly on private scholarship support.

There is a great history of philanthropic giving at Indiana University. Most recently, the Impact IUPUI Campaign raised a record $1.4 billion for that campus, and the Matching the Promise Campaign for IU Bloomington raised a record $1.14 billion for that campus. Together they have raised over $2.5 billion dollars. This is more than halfway to the $5 billion philanthropic goal for the IU Bicentennial that President McRobbie announced in his 2010 State of the University speech.

the Impact IUPUI Campaign fundraiser

This Bicentennial Campaign will thus have the extremely ambitious goal of raising $2.5 billion in a university-wide effort. It is now in its silent phase, will move into its public phase in the fall of 2015, and will be concluded on December 31, 2019. It will be led by the IU Foundation and the IU Alumni Association working in concert. The campaign will consist of a range of coordinated unit-specific sub-campaigns (e.g., IU Athletics, IU School of Medicine, each regional campus, IU School of Education, IU Kelley School of Business, IU Art Museum, etc.).

The IU Foundation will play a leadership role in supporting the fundraising efforts of these units, including identification of major gift prospects, tracking major gift officer activities and performance, and working with units to create action plans for improving their fundraising performance, creating major gift proposals, developing philanthropic marketing communications, and executing annual fund programs.

The IU Alumni Association will likewise play a vital role in sustaining the powerful global network of alumni and friends who back one another and support IU throughout their lives. The Alumni Association will identify and work with students and alumni who are most likely to be IU volunteers and donors throughout their lives; inform alumni and friends in ways they find compelling and relevant in order to inspire them to make IU engagement and giving a priority throughout their lives; create experiences, in collaboration with the IU Foundation and IU units, to enrich the careers and lives of alumni and sustain the spirit, pride, and traditions that keep them connected to IU and to one another; and focus communications and outreach on asking alumni to contribute their time, talent, and treasure to their most cherished and valued IU causes and alumni engagement efforts.

The Bicentennial Campaign will also include a comprehensive fundraising strategy that maximizes participation and support by all internal and external stakeholder groups such as faculty, staff, students, alumni, parents, foundations, corporations, and other friends of the university. In the process, we will enhance and rejuvenate IUF and IUAA services to and partnerships with academic and other units across IU, in order to improve substantially the effectiveness and efficiency of future fundraising. This will involve creating an even more client-centered, holistic, and anticipatory development culture; increasing major gift officer collaboration with high-potential units; creating a more responsive and innovative service offering for alumni relations and development departments and staff throughout the university; instituting a client-oriented metrics plan to track IUF and IUAA service delivery; enhancing current practices related to annual giving and alumni engagement; becoming more systematic in the approach to tracking the productivity of unit-level philanthropic marketing efforts; and creating a culture of lifetime commitment among students while they are at IU.

The critical processes of the IU Foundation cover research and the identification of prospects, major gift fundraiser activity and efficiency, principal and planned gifts programs, and ultimately, fundraising outcomes. Equally important, the Foundation must manage its endowment for rate of return, stability of return, and payout to units. Each of these processes is measured and carefully tracked so that the Foundation can support Indiana University as effectively and efficiently as possible.

Bicentennial Action Items

  1. IU will develop the priorities, structure, and communications strategy for the university-wide $2.5 billion Bicentennial Campaign.
  2. IU will launch the public phase of the campaign in Fall 2015, and successfully conclude it by the Bicentennial.
  3. IU will provide leadership to all IU academic units in developing their specific sub-campaigns, and develop engagement and fundraising strategies for all internal and external stakeholders, such as faculty, students, staff, parents, alumni, foundations, corporations, and other friends of the university.
  4. As part of the campaign, IU will develop new organizational systems and processes that will substantially improve the effectiveness and efficiency of future engagement and fundraising.
  5. IU will strengthen the relationship between the Indiana University Foundation and the Indiana University Alumni Association.

Continuing Priorities

  • Enhance and rejuvenate IUF and IUAA services to, and partnerships with, academic and other units across IU in support of their development goals
  • Enhance the constituent relations activities of both IUF and IUAA by implementing a new data system that will improve overall engagement with alumni, friends, and other supporters of IU
  • Expand the IU Foundation’s “junior gift officer program” and align the IUAA “alumni communities program” to cultivate new major gift prospects and engaged leaders across the country and around the globe
  • Enhance donor stewardship and support programs
  • Develop a more comprehensive strategy for planned giving
  • Develop a more comprehensive strategy for securing unrestricted annual funds
  • Refine the IU Foundation principal gifts program, as well as the IUAA annual giving, membership, and other revenue-generating programs.
  • Expand IUAA initiatives that address emerging alumni needs, such as personal career development and lifelong learning, while also shifting from an events-driven to an initiative-driven approach to engagement
  • Work with IU units and alumni communities worldwide to develop metrics and tracking systems for managing engagement