SFU
UNIVERSITY SECRETARIAT
S.08-113
.
MEMO
Simon
Fraser University
8888 University Drive
Burnaby BC V5A 1S6
Canada
tel 778.782.3495
fax
778.782.4860
FOR INFORMATION
The Board of Governors approved the President's Agenda for 2008/09 at its
meeting on 25 September, 2008, and it is forwarded to Senate for information.
Part 1 Agenda for 2008/09
Part 2 Report on quantitative indicators for 2007/08
4^
SIMON FRASER UNIVERSITY
THINKING OF THE WORLD
I
TO
Senate
IFROM
Alison Watt, Director, University Secretariat
RE
Presidents Agenda
2008/2009
DATE
1 October, 2008
S
S
W.
U
I
SFU
MICHAEL STEVENSON, PED
PRESIDENT AND VICE—CHANCELLOR
Part 1 Agenda for 2008/09
Simon Fraser University
July 3, 2008
8888 University Drive
Burnaby BC VSA
tS6
Canada
Dr. Nancy McKinstry, Chair
Board of Governors
Tel
778,782.4641
Simon Fraser University
Fax
778.782.486o
Burnaby, BC V5A. 1S6
www.sfu.ca
Dear Nancy,
In keeping with my previous agenda statements, this supplementary report reiterates
the following broad objectives for SFU:
Increasing differentiation of programmes and enrolment.
Increasing intensity of research.
Deeper engagement in community.
As discussed at the Board Strategy Session, my priorities for the corning year will be:
(1) Further development of the health sciences, especially in the following areas:
a.
Public and population health;
b.
Mental health;
c.
Medicinal chemistry and infectious disease;
d.
Bioinforrnatics and Personalized Medicine;
e.
Nanornedicine.
(2) Implementation of the plan for the new Faculty of Applied Sciences, with
emphasis on:
a.
Mechatronics;
b.
Medical Engineering;
c.
Environmental Engineering;
d.
Visual Analytics.
(3) Implementation of the plan for the new Faculty of Communication, Art and
Technology, with emphasis on:
a.
Community outreach in the Downtown East Side;
b.
Cultural Events management for SFU at Woodward's;
c.
Integration of arts community members as adjunct Eculry;
d.
Partnerships with cultural and communications sectors of the
Vancouver business community.
Second page
I.
SIMON FRASER UNIVERSITY
Dr. Nancy McKiriscry
July 3: 2008
(4) Follow-up on Planning for new Faculty of
Environment and Sustairiability,
.
with focus On:
a.
Development of Environmental Science programme;
b.
New professional or semi-professional programmes;
c.
Expanded recruitment and enrolment.
In addition to
these
dimensions of planning for greater differentiation of
undergraduate and graduate programmes, I will continue to give
priority
attention
to
improving the student experience at SFU and improving SFU's profile in community
and
government relations. The concentration of attention with respect to student
experience
will
be on the improvement of student spaces and the improvement of
extra-curricular,
cultural
programming. The focus
with
respect to
community
and
government relations will be on the follow-up to the Board special committee's
survey and communications exercise.
Finally, the
major
preoccupation in the corning year will be on resource and budget
planning. The
overriding
priority is to obtain relief from the current budget cuts,
and to
minimize
cuts going
forward.
A top
priority
is a proposal for the expansion of
enrolment and the building of a
new
science
building
at the Surrey campus.
I look forward to continuing consultation and advice in pursuing these objectives.
Yours
sincerely,
4A
V
(,.—
^
'
141^
Michael Stevenson
President and Vice-Chancellor
MS : mm
g:\OS\l.
1.21
\rnckinscry-agendi
.doc
S
Page 2 of 2
WJS
•
F
MIC
U
HAEL STEVENSON, PHD
PRESIDENT AND VICE—CHANCELLOR
.
Part 2 Report on quantitative indicators for 2007/08
Simon Fraser University
July 3, 2008
8888 University Drive
Burnaby BC V5A 1S6
Canada
Dr. Nancy McKinscry, Chair
Board of Governors
Tel
778.782.4641
Simon Fraser University
Fax
778.782.4860
Burnaby, BC V5A 1S6
www.sfu.ca
Dear Nancy,
As required by the Board's May 2008 resolution concerning my performance review,
I am submitting my annual report. I also attach a qopy of my agenda for the coming
year, which I discussed at our recent Board Strategy Session. This report is organized
around the general criteria stated in the Board policy.
Academic Leadership
As indicated in my agenda for last year, I have focused on initiatives building SFU's
profile in three areas: health sciences, environment and cultural change.
I have been intimately involved throughout the past academic year in the
deliberations over the reorganization of the utuversiry's Faculty structure. These
deliberations have focused on the creation of two new Faculties to address the areas of
environment and culture, with a third, more narrowly defined Faculty of Applied
Sciences to focus on computing and engineering science. Although much of the
credit for the successful conclusion of these deliberations lies with the VP Academic
and others, I think I may claim some share of the credit for the leadership required to
initiate and conclude this process.
Throughout the past year, I have also maintained a focus on the further elaboration of
our interests in the health sciences. Again, I share the credit with many others, but I
believe we have made significant strides forward, including strong partnerships with
Fraser Health Authority, with the Provincial Health Services Authority and with
St. Paul's Hospital and its Foundation.
The priority focus on these areas is consistent with my general interest over the last
eight years in advocating and advancing the differentiation and research intensity of
SFU. I believe I played a role in securing recent government commitments to new
investments in graduate enrolment, and while we did not do as well as we hoped in
3
SIMON FRASER UNIVERSITY
THINKING OF THE WORLD
S
S
Dr.
Nancy McKinstry
2008
SSecond page
the competition for new enrolment and funding, we significantly expanded graduate
enrolment last year. The attached documentation from Mario Pinto also indicates the
significant successes in increasing research activity and funding throughout the
university last year.
Aside from my work within the university, I have played a role in academic
leadership within provincial, national and international associations. I have been chair
of AUCC's standing committee on Economic Issues and Funding, and I am now also
chair of the Council of Western Canadian University Presidents, the regional
organization represented on the AUCC Board of Directors. I have been a panelist at
the annual meetings of the AUCC, and have hosted and presented a paper at the
Trans-Atlantic Dialogue of European Rectors and American and Canadian University
Presidents, held recently at the Wosk Centre. I am also active on the Boards of
MITACS and GENOM.E BC, which serve important academic and research
communities. Finally, I have been an active player in TUPC and closely involved in
the development of the BC universities' advocacy agenda, budget planning, and post-
budget communications and government relations. While I am depressed at our
failure to dissuade government from its withdrawals of funding, I believe I have been
a high profile advocate of the interests of SFU and BC's other universities.
•
External and Internal Communit
y
Relations
Over the past year, I have continued to place emphasis on external community
relations. I have actively supported the Board initiative to review our activity in this
area. I have played a role on the Boards of the Vancouver Board of Trade and the
BC Business Council. I have been very active in meetings and in residence dinners
held for members of the external community, as my periodic reports to the Board
will show. I have been active on our Liaison Committee with the City of Burnaby,
the Advisory Board to SFU Surrey, the University's India Strategy Advisory Board,
and Geoff Plant's Civil City Steering Committee. I have maintained active
connections to the Mayors of Vancouver, Burnaby and Surrey. I have maintained
regular contact with the Minister, Deputy Minister and Assistant Deputy Minister of
Advanced Education, and have had meetings with MLAs of both parties, as well as
with more than a half dozen other cabinet Ministers in addition to the Premier during
the past year. One unusual aspect of government relations that touches on my
responsibilities to improve the public knowledge and image of SFU has been my
active involvement in the Premier's missions over the last year to India, and
subsequently to Korea and China.
Within the university, I have continued to host dinners and receptions for academic
and non-academic staff, for the Student Society, for the Athletic Teams, and for select
groups within the community deserving of special recognition. I have also continued
to play an active part in arranging symposia and dinners for the nascent Burnaby
Mountain College, and have participated in numerous academic symposia organized
•
by colleagues in different departments across the university. I continue to invest
considerable energy in relations with employee groups, especially in monthly
meetings with the President of SFIJFA and separately with the SFUFA executive. I
r:i
Dr. Nancy McKinstry
Jul
y
3,
2008
consider my obligations as Chair of Senate among my highest priorities, and I trust
that Senators and members of the university community would concur that I
"encourage collegiality and productive relationships. ..wirh students, staff and
faculty.....
Financial Resource Management
Although budgeting and financial management were particularly challenging during
the past year, especially-in the set-up of the budget for this current financial year, I
believe I have played a useful leadership role in this area. Although much of the
responsibility here is shared with the VPs and Deans, I play an important role in the
public explanation of our financial predicament and in advocating particular strategies
for adjusting to it. I also play a vital role in managing internal conflicts over resource
allocations. Finally, I play a key oversight role in respect of advancement as well as
the key role in large gift fundraising, and I believe that the attached reports indicate
another very successful year in this respect.
Although I am confident about my managerial record in this area, I recognize, and I
hope the Board will recognize the very serious concerns raised over the last year
about our financial situation. Our budget planning process, leading up to the draft
budget prepared for Board approval in the Spring, was complicated by the great
difficulty of handling unfunded inflation, and the necessity of a significant cut to
preexisting budgets. Added to this complexity was a very late realization that
misestimates of revenue assumptions for 07-08 required significant cash calls in order
to balance for that year. Finally, the surprise government announcements of
significant withdrawals of funding commitments for 08-09 just prior to the new
financial year seriously threatened our ongoing work.
In these circumstances, there is widespread disillusionment within the university
about our future, and I cannot be sanguine about SFU's future financial position.
Human Resource Management and Development
Perhaps the key responsibility in this area over the last year has been in developing a
succession strategy for the university's leadership team. I chaired and managed the
search for a new Vice-President Academic. I was actively involved in the searches for
new Deans of Business and Education. With the very strong appointments last year
of the Associate Vice-President Finance and Deans of Arts and Social Sciences and
Health Sciences, I believe the senior group is stronger than it has been for decades.
Nevertheless, the interim arrangements or extensions of decanal appointments in
Business, Education, Science and Continuing Studies will require close attention in
the coming year. And, of course, I will be working with the Board to ensure that a
smooth process begins next year for my own succession.
General
I believe the most significant successes of the past year are as follows:
1.
the approval of our plans for the relocation of the School for Contemporary
Arts as part of the Woodward's redevelopment project;
2.
the approval of the Faculty Restructuring proposals;
Dr. Nancy McKinscry
Jul y
3. 2008
3.
the second consecutive year of fund,
more than $30 million;
4.
a 3.2% increase in revenue from research grants and contracts excluding
infrastructure awards from CFI and BCKDF;
5.
improvement in our communications with a rou
g
hly 20% increase in news
coverage;
6.
average grades for students entering directly from grade 12 continue to be in
excess of 80% across all Faculties, despite continuing growth in enrolment
coupled to demographic decline in BC's high school graduating class.
My agenda for next year builds on the momentum created this past year. I will focus
on the development of niche programmes in health sciences, applied science,
environmental science and sustainability, and communications arts and technology,
with major efforts devoted to the successful expansion of the Vancouver campus at
Woodward's and the development of a new science facility and expanded enrolment
at Surrey. Sadly, the optimism underlying these goals must be tempered by the very
pessimistic financial scenarios possible under current government budget
commitments, and my major preoccupation has to be in the area of financial
management next year.
I will be happy to discuss these matters further with you.
S
Yours sincerely,
Michael Stevenson
President and Vice-Chancellor
MS mm
Attachment
g\OS\l .1.21 \mckinscry re pres_pe.rf_review.doC
S
SIMON FRASER UNIVERSITY
OFFICE OF THE VICE-PRESIDENT, RESEARCH
Memorandum
TO:
Michael Stevenson
FROM: B. Mario Pinto
President & Vice-Chancellor
Vice-President, Research
RE: Performance Criteria
DATE: July 2, 2008
The following are the relevant data for those performance indicators related to my portfolio.
1. Research Intensity
Objective: To increase the scope, impact, and competitiveness of SFU's research activity.
Indicators:
(a) The
percent increase in research funding 2007 to 2008:
According to the CAUBO figures,
our sponsored research funding has grown from $69 million in budget year 2005/06 to $77.6
million in 2006/07 and
$75.5 million
in 2007/08. It is important to note that total research
revenues can be subject to significant fluctuations because of funding variations through the
CFI/BCK.DF major projects. For example, in 2006/07, the total CFIJBCKDF component was
$13.6M, whereas in 2007/08, the figure was l2.8M—an 8.7% decrease in CFI and a 0.1%
increase in BCKDF funding. Overall, research revenue grew by 3.2% this year when
CFI/BCKDF revenue is excluded.
(b)
The percent
of faculty successful in holding NSERC, SSHRC, Canada Council or CIHR
grants, 2007 to 2008:
NSERC
In the 2007/2008 NSERC Discovery Research Grants competition, SFU had a success
rate of 84% as compared to the national average of 70%. In the Research Tools & Instruments
competition,.SFU had a success rate of 58% as compared to the national success rate of 46%.
Overall, the percent of faculty members by Faculty holding NSERC grants in 2007/08 was as
follows: Applied Sciences, 65% (107 current faculty members holding NSERC grants/165
faculty members; Arts & Social Sciences, 6% (23/357); Business Administration, 7% (5/75);
Education, 2% (1/62), Health Sciences, 0% (0/25); Science 94% (171/182).
SSHRC In the 2007/08 SSHRC Standard Research Grants competition, SFU had a success rate
of
52%
compared to the national average of 33%. Overall, the percent of faculty members
holding SSHRC grants in 2007/08 was as follows: Applied Sciences, 12% (20 current faculty
members holding SSE{RC grants/165 faculty members; Arts & Social Sciences, 29% (105/357);
Business Administratibn, 32% (24/75); Education, 40% (25/62), Health Sciences, 12% (3/25);
Science 0% (0/182).
CIHR
For the 2007/08 Operating Grants competition, SFU had a success rate of 18%
compared to the national average of 25%. Overall, the percent of faculty members holding CIHR
Research Intensity 2007-08
Page 1 of 3
713/08
• grants in 2007/08 was as follows: Applied Sciences, 5% (8 current faculty members holding
CIHR grants/165 faculty members; Arts & Social Sciences, 2% (8/357); Business
Administration, 0% (0/75); Education, 0% (0/62), Health Sciences, 24% (6/25); Science 9%
(17/182).
The percent of faculty members holding NSERC, SSHRC, Canada Research Chairs program,
and CIHR grants in. 2007/08, broken down by Faculty are as follows: Applied Sciences, 78%
(128/165); Arts & Social Sciences, 36% (128/357); Business Administration, 40%
(30/75);
Education, 42% (26/62); Health Sciences; 32% (8/25); Science, 98% (179/182). (Data provided
-:
by Institutional Research and Planning with source data from the Office of Research Services.)
-
(c)
The number of peer reviewed publications—ranking of
SFU
in humanities
and social
sciences, and natural sciences:
The
Canadian Universities Publications
2006
study by Re$earch InfoSource Inc. named SFU'
the
top comprehensive university in Canada for publication
effectiveness, a measure of the
quality and impact of research at each university (11 were included in the 'comprehensive"
category) relative to its cost. Data analysis was performed on information compiled from
approximately 6,000 leading international peer-reviewed journals covering the natural sciences,
health sciences, social sciences and humanities for the period 1999-2004. This report appears
every second year, so statistics from 2004 will appear in early 2009.
Research Intensity 2007-08
Page 2 of 3
7/3108
In thousands of dollars
[I
Data from Re$earch nFoSource's 2007 report
Canada's Top Research Unive
rsities
indicates that
SFU has the highest research intensity (i.e., Tri Council research funding per faculty
member) of comprehensive universities (see following figure).
C
Research Intensity
(total Tr-Council research income per full-time faculty member)
Research Intensity 2007-08
Page 3 of 3
7/3/08
S
C
SIMON FRASER UNIVERSITY
INSTITUTIONAL RESEARCH AND PLANNING
To: Dr. Michaet. Stevenson
From: Jacy Lee
President and Vice-Chancellor
Director, Institutional Research &
Planning
Subject: Performance Indicators
Date:
July 4, 2008
As requested, the data for the three performance indicators related to the objective, To achieve
targets for domestic and international enrollment growth without sacrificing quality' are as
follows:
a) Percentage of domestic enrollment target achieved, 2007/08: 100.9% (i.e., actual
undergraduate, domestic program FTEs as a percent of undergraduate FTEs funded by
the Ministry of Advanced Education).
•
bi Percentage of international enrollment target achieved, 2007/08: 99.6% [i.e., actual
undergraduate, international program FTE5 as a percent of undergraduate, international
program FTEs approved by Senate).
ci GPA average for undergraduate entrance qualifications by Faculty [for BC 12 students
registered at SFU in 2007/08):
1. Applied Sciences: 80.6%
II.
Arts and Social Sciences: 81.0%
III.
Business: 88.4%
IV.
Health Sciences: 80.3%
V.
Sciences: 82.8%
The source for the actual data above is OASIS as at the official reporting date each semester.
0
SFU
N
L
MEMO
Simon Fraser Universiry
8888 Universicy Drive
Burnaby BC VA
rSo
Canada
Tel 604.2-91.4641
Fax 604.291.4860
www .s Lu c a
ATTENTION
Michael Stevenson
FROM
Mavis MacMillen, Executive Assistant
I
RE
President's Performance Indicators
DATE
July 2, 2008
Your letter to the Board Chair in September of 2006 identified three quantitative
performance expectations that are to form a pact of your annual performance review.
One of the measures for raising the profile of SFU in the general public and among
community leaders is the number of contacts made with government and community
leaders. I have reviewed your bi-monthly President's Activity Briefings for the period
July 2007 through June 2008 and report the following statistics:
-
Government Contacts Community Contacts
July 2007— June 200B
81
319
Last year's statistics were:
July 2006 - June 2007
58
269
On a comparative basis, this represents a 40% increase in government contacts and a
19
0
/c
increase in community contacts during the 2007/2008 year.
g:\87\1.1.21\community-gov-stats-07-08.doc
S1l()1N ERASER UNIVlRS[ FY
[1
S
Public Affairs and Media Relations
The MEDIA COUNT
In the 12 months from 01 June 2007 through 31 May 2008, SFUs media-monitoring service
recorded 8,072 mentions in news media, up by 19.8% from the same period of 2006-7.
That meant we averaged 22.1 hits a day, compared with 18.5 the previous year.
Meanwhile, UBC was up by 17.8% from a year earlier, with an average of 47.7 hits a day
compared to 40.5 in the previous year. UVIc slipped to 24.1 mentions a day from 25.4.
The increase in SFU's media-count is attributable in large part to increased time spent on making
direct "pitch calls" to media outlets to push stories about SFU people and programs. That's an
arduous and challenging process, but has clearly paid off during the year.
• As well, SFU'S office of Public Affairs and Media Relations (PAMR) has stepped up the proactive
provision to media of contact info for SFU "experts" who can comment on news of the day. PAMR
strives to anticipate the news, and to guide reporters to experts before the stories break.
PAMR has also worked hard and successfully to build relationships with ethnic media in the
Lower Mainland. This because something like one million people in the region do not read, watch
or listen to the "mainstream" media outlets.
2007-8 print media references:
(In parentheses, the item count for the same period of
2006-7)
Month
UBC
UVic
June 2007
(532)
932
(832)
660
(869)
July 2007
11.
563
!
60
(496)
1186
1011
485
(462)
August 2007
(615L
1181
1056)
708
(696)
September 2007
.f
(620)
1562
(1214)
683
(875)
October 2007
578
____
16421
_
1399
(1466)
491
(823)
November 2007
677
(6)
1455
(1692)
802
(940)
December 2007
444
(38fl
980
(11)
516
(673L
January 2008
750
(481)
1693
(17)
823
(754)
February 2008
749
(503)
1776
(1209)
919
(8021
March 2008
657
(618)
1743
(1604)
785
(864)
April 2008
992
(58QL
1666
(1161)
1013
(771)
May 2008
826
JL
1822
(1278)
907
(727L
Totals
1072
(6740)
17395
(14782)
8792
(9256)
.
NOTES
.
1?
1.
The statistics on the preceding page are seriously understated. They are limited to
Canadian
print media
with online outlets selected and monitored by a single service,
lnfomart.
Broadcast media are not covered, nor are magazines, ethnic media outlets or foreign media.
Thus, for example, the figures for May 2008 exclude scores of foreign media hits from all
around the world on the Human Security Report issued by SFU's School for International
Studies.
According to public-relations veterans, the numbers above should be multiplied by at least
four to approach the reality in Canadian media alone. But we find the understated numbers
useful for watching trends.
2.
UVic's coverage is heavily 'local', in the
Victoria Times Colonist
and Vancouver Island
community papers. It does not get the national or province-wide exposure that we do at SFU.
3.
While continued improvement in the media-count is a constant priority, it is worth noting that
UBC has twice as many full-time-equivalent students as we do and is a bigger enterprise
over-all with total revenues three times ours.
As well, UBC has 2.5 times the faculty, and their research funding is six times ours. It is also
heavily biased towards media-popular medical research. As research generates at lot of
media coverage, the results we've been able to achieve with such a comparably small corps
of researchers speak volumes to the quality of SFU faculty.
SFU's office of Public Affairs and Media Relations has a complement of 9.4 FTEs. UV1c,
meanwhile, has 15 FTEs in its CommunibationS office. And UBC's Public Affairs department
has 23 (13 FTEs on staff and six under contract at UBC Vancouver, and four FTEs at USC
Okanagan).
.
r
13
L
-1I1I
University Advancement
Fundraising Summary 2007/08
1.0
Introduction
University Advancement achieved its second highest Fundraising results in 2007/08,
rdsin' S32,
307,
087 in
g
I
ifts and pled
11
g es,
2% of
Fundraising Results
$35 million goal.
-
Despite slightly
decreased gifts and
535000,000
annual
cfld
the lack of an
520.000.000
excep
the B.lusson
t ional gift,
donation
such as
of
2
1
2006/07,
our donors
0
004/04
00/05
200D/0'
200/07
007/0
continued
to generously
........................................................
--..-..-...,-..-
support untver5i
prorities.
Results
Fundraising activitydeclined 8.4%
in
2007/08
from
the
2006/07 record
high of
$35,236,104.
However, Fundraising
.
sifts by Purpose
exclusive of' special
,i
33.000-000
gifts
($10
million+)
-'
aCtuaLly ulcreaseu
i
&r r Ofl.00O
-,_''
ncr, talPr
.
I
U
29%
over
2006/107.
SUPV011,
This
I
ncluded a 3t%
increase
of
(
1 -
1
)
-ifts less
now
than St million,
5t^,J-1 Aid.
K111—CO
$14,016,553 in
. LSQU.UQU
71
R
2007/013 as compared
with $0,676,868 in
2006/07. In addition,
the university received cash of $21,304,364.
SFundraising Summary
Fiscal Year 2007/013
2.0
S M()N F IIASI- R IJNIVEI1SII'Y
ir'II'JiOI.
I5 W 0 q t.-)
0
Capital Projects
5
16,573914
$
7,915,900
Academic Support, Endowed
5
7,043.453
5 12,386,311
Academic Support. Non-endowed
$
1,704,821
$
1881,007
Unrestricted
S
37,941
S
20.360
Collections
S
888.748
$
1.992,322
Equipment
-.
5
5,669,665
5
1,99.798
Other
S
101,956
$
191,150
Student Aid, Endowed
$
2.257,424
11
2,350,861
Student Aid, Annual
5
987,182
$
1,679.378
S
32.307.087
2.1
Capital Projects
This is one of three designation categories that showed a
decline in donations. Even so, SFU received more than $7.9 million in capital
funding (including the $4.9 million booked for the augmented value of a gift-
in-kind of land), mainly to our School for the Contemporary Arts. Our focus
for the coming year will be on raising the $12 million required to complete the
fundraising for the Contemporary Arts Building project.
2.2
Academic Support
2007/08 was a strong year for gifts to both endowed and
non-endowed Iaculry support, with a total of $16,267,318 coming in to
support Chairs, Professorships, non-contract research, and research centres.
Endowed Academic support increased by 76% while gifts to non-endowed
academic support more than doubled over the previous year.
2.3
Student Aid
2007/08 saw a marked increase in gifts to student support. Both
endowed and non-endowed categories increased, although non-endowed gifts
showed a more
significant gain.
.
Studeif SnpPort
-
..........
.-.--- ..................-.. .-.. ........-
.
-
Overall, student
Funding received
$4,030,239, a 24% 1
- —
--
increase over
2006/07.
-
U05/0l
/
UIfl
Z000/07
2o1/s
NUMI
-T'i /0
O,,Iuw'nnI -tnLI Itdc,,t 0uD,or
.
3.0
Notable Donations
SFU was the recipient of numerous remarkable gifts and pledges including:
• $1.5 million from Richard and Valerie Bradshaw for the Liber Ero Chair in
Coastal Studies
•
$1 million from the Ministry of Children and Families to the Chair in Excellence
in Autism Intervention
• $300,000 from Len and Judi Libin for the Leadership Chair in Reducing Violence
Among Children and Youth
Fundraising Summary
Page 1 2
Fiscal Year 2007/08
1'c
-•
•
S [.5 Lfldhou [torn Sr. Paul's Hospital Foundation for the Chair i
H
n
IV/Aid,
ftesearch
•
53.128 million fron Sr. Pants Hospital Foundation, the Heart and StrOke
Foundation and Pfizer for the P[izet/Hearr & Stroke FoOndarion BC & Yukon
Chair in Cardiovascular Prevention Research
•. $1.5 million For the Containment Lab in infectious Disease ftesearch and $2.5
million for the MowaEghian Endowment in Children's Health Policy Research
from the Djavad Mowafaghian Foundation
• A pledge of a gift of real estate valued at $723,000 from Margaret T. Morgan, to
benefit the Faculty of Arts and Social Sciences
•
A pledge of Si million in real estate or cash from Dale Pegehr, to benefit the
Close to I-lowe Scholarship Endowment at SFU Surrey
• A pledge of St million from Mr. Sam Belzberg to the School for the
Contemporary Aics Campaign.
• A previously reported gift of land to the School for the Contemporary Arts
increased in value based on real estate appraisals
4.0
SFU's Donors
2007/08's $32,307,087 was donated via the generosity of 7,412 donors. The largest
S
single group of donors is alumni. Corporations account for the largest portion of
dollars raised. 41% of the total.
Donors by $ raised
Ell
JCorioOflS
• 2-Ifl viduaI
Alti1fll
J 3-It duaI -
r4.tt(i.viduI' Oth
t .Gor,mOflt
,niruniY Gr'IP
Gifts by U of Donors
• 1.Cori,oratk'n
3rcIt y idut
.
3ttjmi,i -
i3 iIndivitIut -
flpIl$
l.Indivicj,,I- CItr
U .St-Ic
6OOYernhI,CflI
't
•
Furiciraising, Summary
Page I
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3
Fiscal Year 2{)7/08
I',
S
Fundraising Summary
Fiscal Year 2007/08
Page
I
4
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S MON IJ1ASE P UNIVERSITY
W)RL)
This
y
ear, SFU received no gifts or pledges of over $3 million. A total of 56% of funds
raised came from $lmillion plus gifts.
601,888
6833
<$1,000
$1,000-$9,999
1,132,334
-
427
$10,000 - $ 24,999
872,727
63
$ 25 0
1
00
-
1,918,374
44
$100,000 - $49999
5,426,676
28
•
$500000 - $999,999
-
4,064,588
-
7
1M-4.9M
-
18290,500
.__jQ
Total
32,307,087
1
7,412
5.0 Gifts
to Endowment
Gifts and pledges to endowment amounted to $14,737,172, a 58% increase over the
previous year.
Annual Programs
In 2006/07 University
Advancement
Annual Campaigns
implemented an
automated system for the
.000.000
- -
alumni calling program
Isom
replacing a paper-heavy
manual calling system with
state of the art computer
_______________________________________________
software and screens that
2003i 04 2004/05
2006/07 104710S
provide callers with critical
'
..................................
.. .
information at a glance. Although our investment has not yet provided an increase in
dollars raised, we have greatly improved our contact rate, and hope to see fundraising
increases in the next fiscal year. Our Annual Programs, including the Calling Program,
Campus Appeal, and Annual Student Support Fundraising, contributed $1,145,245 to
the total.
7.0
Planned Giving Programs
The foundation of a comprehensive planned giving program was established this past
year. First, a baseline for the accumulated total of all legacy expectancies, named the
SFUIFuturefund was researched and established at $23,432,349 as of April 1, 2007.
Additionallv,10 new planned giving brochures were researched, designed and
published: a new planned giving web page was launched in September; and the first
SFU Futures newsletter was mailed in November to 16,160 alumni, donors, retirees
and friends.
6.0
S
r
-
There were 68 respondents to the newsletters who conLirnied new expectancies oL6.3
million by March 31., 2008 with potential for an additional
S3.7
million iclentiLled
directly by donors or indirectl
y
throuih donors advisors. A pledge of $723,000 in
.
real
estate was secured and assistance provided in securing another real estate gift/
pledge of
$1 million. Significant progress has been made in establishing a sell' insured gift annuity
prdgrain, a first for a BC university.
Gifts of $202,481 were received from estates.
8.0
Cost per dollar raised
University Advancement exceeded its budget by approximately $32.6 13, or 1.3%, with
total spending ofS2,588,975.9lori a budget of
$2,556,362.32.
The cost to
Advancement per dollar raised increased from last
y
ear's $ 0.064 to $0.08. including
Facult y
expenses oF$4$[,215.67, the cost per dollar raised was $0.05 as compared to
$0078 in 2006/07. In both 2006/07 and
2007/08,
Universit y
Advancement incurred
a special fundraising cost. When added to our total costs, the $550,000 in 2007/08
resulted in a cost per dollar raised of $0.11. This year's actual costs per dollar raised are
still well within fundraising best practices; man
y
post-secondar
y
fundraising operations
•
spend between :10 and 15 cents per dollar raised.
9.0
University AcFvancement Productivity
Last year, we assessed our productivity at $1.74 million for each qualifying
advancement staff meniber (flindraisers, support staff researchers). For fiscal 2007/08
productivity has dipped to $1.5 million, still well above our yardstick" of$L million
per person.
10.0 Future Challenges
University Advancement's biggest challenges in the coming year include: managing
expectations for philanthropic support to alleviate extraordinary budget pressures with
no increases to staff complement, and maintainin
g
competitive position in the market
where major competitors are greatly ramping up fundraising capacity and targets. in
Particular-, BC Children's Hospital Foundation and LJBC are significantly increasing
staff to support m.ega-cainpaigns of $500 million or more (U.BC is expected to launch a
billion dollar campaign). SFU will need to explore new models for financing the
University Advancement operation to remain competitive in this environment.
Efforts to plan for the next major SFU campaign will continue with the development
of a list of transformational opportunities to build on University strengths.
•
Fiscal Year 2007/08
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