Office of the Vice-Principal (University Advancement) 1430 Peel Street Montreal QC H3A 3T3 Tel: (514) 398-5807 | Fax: (514) 398-5206

TO: Board of Governors

FROM: Mr. Marc Weinstein, Vice-Principal (University Advancement)

SUBJECT: University Advancement Annual Report (2016-2017)

DATE: December 12, 2017

DOCUMENT #: GD17-29 ACTION INFORMATION APPROVAL/DECISION REQUIRED:

ISSUE & EXPECTED

OUTCOME

The University Advancement Report provides an overview of philanthropic results and activities for fiscal year 2017. Two additional reports focus on theplanning of the Bicentennial campaign.

BACKGROUND & RATIONALE

The enclosed presentation, “The Road to 200: Building on our strengths as we prepare for McGill’s Bicentennial,” provides an overview of some of the strategies and initiatives UA is undertaking to prepare for the Bicentennial Campaign. As background, two additional documents provide information onresults achieved in FY17: The FY17 Alumni Relations and Annual Giving Annual Report, and the FY17 UA Financial Year in Review.

ALIGNMENT WITH MISSION AND STRATEGIC PRIORITIES

McGill’s achievements and capacity to remain competitive across a fullspectrum of scholarly activities are directly linked to the support it receives from philanthropic endeavours. As McGill approaches its Bicentennial, theUniversity has a unique opportunity to galvanize global alumni and friendsthrough an ambitious Campaign in support of its vision and priorities.

COMPLIANCE WITH UNIVERSITY POLICY

Reports on philanthropy are routinely presented to the Board, itssubcommittees and Senate. The Report has been presented to members of the senior administration, Senate, the Finance Committee and the InvestmentCommittee.

COMPLIANCE WITH LEGISLATION/

EXTERNAL REGULATIONS

There are no legislative requirements related to the report.

RISK FACTORS There are no known risks associated with this report.

SUSTAINABILITY CONSIDERATIONS

McGill’s philanthropic efforts support the University’s identified priorities, including research and teaching encompassing many dimensions ofsustainability. This focus will continue as planning progresses for theBicentennial Campaign.

MemorandumMcGILL UNIVERSITY BOARD OF GOVERNORS

IMPACT OF DECISION AND NEXT STEPS

N/A

MOTION OR RESOLUTION FOR APPROVAL

N/A

APPENDICES Appendix A: Presentation: “Countdown to 200: Planning for McGill’s Bicentennial Campaign—Milestones and Next Steps”

Appendix B: FY17 Alumni Relations and Annual Giving Annual Report

Appendix C: FY17 UA Financial Year in Review

Countdown to 200Planning for McGill’s Bicentennial Campaign –

Milestones and Next Steps

Marc Weinstein

Vice-Principal, University Advancement

December, 2017

2

FY17 highlights

Strongest philanthropic results in McGill’s history $126M cash and $170M achievements (cash + pledges)

Extraordinary gifts supporting activities across McGill $25M to create a School of Retail Management (Aldo Bensadoun)

$20M in support of Open Science (Larry Tanenbaum)

$16M to support autism research (The Azrieli Foundation)

$10M to launch the Max Bell School of Public Policy (Max Bell Fdn.)

Best-ever Annual Fund results first time ever over $11M

Another record breaking #McGill24 $1.3M, 3,500 donations, social media posts reaching more 1M people

3

FY18: A singular focus

Planning a Bicentennial Campaign that will:

Rally our alumni and supporters around this once-in-a-generation milestone

Recognize our tremendous history of accomplishments

Chart a course for our future -- McGill’s third century

Lay foundations that can ensure McGill’s excellence and competitive edge for years to come

Define big ideas where McGill can make a unique contribution

4

Campaign timeline

Counting began on May 1, 2013, when Campaign McGill concluded. (“quiet phase”)

We are currently in the active planning phase

• This period includes internal and external consultations, historical fundraising performance analysis, alumni survey, market research, internal assessment of institutional aspirations and needs, etc.

Public phase is to begin in 2019-2020, with public launch date still to be determined

It is envisioned the Bicentennial Campaign will last ~10 years - through 2024

2013 2016 2019 2022 2024

Counting begins

Feasibility Study

Public launch (date TBD)

Bicentennial celebration

Campaign concludes

Quiet Phase Active Planning Public Phase

5

Campaign planning

A key milestone: the Campaign Feasibility Study

Assesses campaign readiness, tests assumptions and case for support to ensure the best conditions for success

Begins with online survey of about 3,000 friends, volunteers and donors

This fall, the Principal is meeting with over 300 top volunteers and donors around the world in 18 Leadership Briefings

These will be followed by one-on-one interviews with about 75 key individuals

Results shared in mid-2018

6

Case for support

The feasibility study presents a draft University-wide case for support that:

Articulates the University’s vision and ambitions for its third century: future-ready students and a future-ready McGill

Creates a compelling case for McGill’s strengths, distinctiveness and capacity to contribute to meaningful global challenges

Identifies the role philanthropy can play in achieving McGill’s strategic objectives

Generates a sense of excitement, inspiration and possibility among donors, volunteers and stakeholders

7

Case for support: 5 themes

Attract brilliance in all its diversity

Invest in bringing a greater range of perspectives and ideas to campus to create new ideas and different ways of seeing the world

Bring the world to our campuses, and our campuses to the world

Provide students with stimulating, innovative, and inquiry-based educational experiences

Drive novel solutions to global challenges

Develop interdisciplinary research projects that address pressing social issues of our time

Inspire partnerships and innovation

Create funds to support innovation and partnerships; add resources to increase our partnership and innovation possibilities; develop an angel investment fund.

Build a campus befitting our ambitions

8

Case for support framework

Build world-class

facilities

Open, Connected, Purposeful

Attract brilliance in all of its diversity

Address grand

research challenges

Bring the world to our campuses, andour campuses to the world

Enhance the student

experience

Drive novel solutions to global challenges

Foster and strengthen

international connections

Inspire partnerships and innovation

Increase access and

opportunity

Build a campus befitting our ambitions

Attract top faculty

members

Translate discoveries into impact

Future-Ready

Studentsand a

Future-Ready McGill

9

Other planning milestones

Bring together outstanding global volunteers

Campaign Planning Advisory, Regional Campaign Advisories, Council of FABs, others

Landmark Leaders Alliance in May, 2018

Create Faculty-specific Cases for Support

Support the Provost and VP RI in identifying high-impact research grand challenges

Continue to engage alumni around exciting platforms and events

Road to 200 events and communications

McGillConnect

#McGill24

10

A McGill-wide mission

We need your support to:

Engage the McGill community and your networks around the Bicentennial and McGill’s exciting ambitions

Provide your input, creativity and ideas for what we should be considering as the Campaign takes shape

Serve as our ambassadors, champions and advocates

Help us make 2018’s #McGill24 the best ever

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THANK YOU!

2016-2017 AT A GLANCE

ALUMNI RELATIONS & ANNUAL GIVING

A thriving and generous alumni community is the barometer of philanthropic success at McGill and the ultimate goal of the many activities spearheaded or supported by Alumni Relations & Annual Giving. Initiatives include the implementation of lifelong engagement opportunities, the increase in yield and impact of annual giving and the deepened scope of our volunteer networks worldwide. This report highlights advances made in 2016-2017 to inculcate a culture of philanthropy among students and young alumni, develop the donor pipeline in support of McGill, and instil a greater sense of pride in alumni, parents and friends in all expressions of support for McGill.

As the preliminary articulation of McGill’s bicentennial campaign priorities, anchor engagement opportunities led donors, alumni and friends along the “Road to 200”, where we brought our most celebrated researchers, experts and graduates to our global community of supporters to showcase how McGill discoveries are changing the world. The development of the Master Calendar as a straightforward, yet vital planning tool for all University Advancement stakeholders allowed the Alumni Relations & Annual Giving team to provide the most coordinated and strategic support possible – from full planning and execution, to basic event listings or broadcast support – to over495 engagement events around the world.

2016-2017 AT A GLANCE

ALUMNI DEMOGRAPHICS

EVENT-BASED ENGAGEMENT

9,200233,671NUMBER OF

ADDRESSABLE ALUMNI

23% Event attendees whomade an annual gi�: 6% Event attendees who made

a leadership gi� ($1K+)

183{countries} {all full & partial email}

GLOBAL ALUMNINETWORK

16,825TOTAL NUMBER OF ATTENDEES

7,246FIRST

TIMERS

495TOTAL NUMBER OF EVENTS

138

FACULTY-BASED

148

BRANCH-INITIATED

9

CHAT-BASED

53

PARTNERSHIP/CAMPUS

20

SCHOLARSHIP/DONOR RECOGNITION

28

MEETINGS+ STATUTORY

67

TARGETED

32

ANCHOR

NUMBER OF NEW GRADUATES

ALUMNI RELATIONS & ANNUAL GIVING

NEW CHAT-BASED EVENTS

9 online Brazen events

729 participants

2,500 chats across 50+ countries

FLASH

ALUMNI RELATIONS & ANNUAL GIVING

2

ORIGIN OF ATTENDEES: - 81% Canada {26% from Montreal}-17% USA- 2% International

Tremendous collaborations with Volunteer Partnerships and Advancement Services has seen the dawning of a new era ofdata capture of non-event engagement activities by our most dedicated alumni, parents, students and friends. Coupled with a dashboard developed with the expertise of colleagues in Business Intelligence and Information Services to track the most salient information on key volunteer roles, University Advancement is now equipped with the tools needed to measure the deepening of our constituencies’ affinity to McGill, predominantly through actions in support of our students. Volunteer roles we track and measure include Board/committee participation, ambassador roles, such as campaign volunteers and social media influencers, and experiential roles, including mentors, expert panellists and employers of student interns.

NON-EVENT ENGAGEMENT

22%69%

9%

155 166 861Alumni Insight

Community members

20Prestige Scholars

Mentors

322

41 82 702518093

23561

NUMBER OF EVENTS: 79 NUMBER OF EVENTS: 98 {83 class and 15 affinity}

HOMECOMING REUNIONS

TOTAL NUMBER OF ATTENDEES:850

TOTAL NUMBEROF ATTENDEES: 4,981 6.7% increaseover 2015

High capacity Young Alumni Other High capacity Young Alumni Other

CaPSAlumni Mentors

McGillInterest Groups

Class and affinityreunion volunteers

Studentvolunteers

Total number ofregional groups

Montreal-based alumniassociation volunteers

Parentvolunteers

Regionally-based alumniassociation volunteers

Young alumni volunteers

#McGill24ambassadors

Seeds of Changecrowdfunding ambassadors

13%81%

2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING

3

6%

ALUMNI INSIGHTS

Total number of surveys6

Total number of respondents12,617(Omnibus Engagement Survey)

1,219(Alumni Insight Community surveys)

FLASH

VIRTUAL CONNECTIONS

Facebook Pages/Groups

Facebook Members

LinkedIn Groups

LinkedIn Members

Twitter Accounts

Twitter Followers

Service Accounts

McGillConnect Members

AR & AG TEAM MEMBERS COMPLETED 86 QUALIFICATIONS AND 31,060 CONTACT REPORTS

AR: 3,638 contact reports by a team of 12

AG: 27,422 contact reports by a team of about 75 Phonathon students from September, when report automation was activated

FLASH

2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING

HIGH CAPACITY

5732,870

64,807

7,05946

5,212

5

43

YOUNG ALUMNIGENERAL ALUMNI,PARENTS & FRIENDS

1,794 1,8958,477

12,166ENGAGED

INDIVIDUALS

NON-EVENT ENGAGEMENT (cont’d)

CAMPUS PARTNERSHIPS

Affinity programs continue to offer alumni competitive or discounted rates on a variety of exclusive services that, in return, provide McGill with revenue in support of alumni and student programming priorities.

AFFINITY PROGRAMS

TRIPS30

HIGH CAPACITYTRAVELLERS20%

TRAVELLERS196

ALUMNI7,678

STUDENTS2,868

14,713INSURANCE POLICY HOLDERS

64NUMBER OF

APPLICATIONS

$16KSPONSORSHIP

DOLLARS AWARDED

43NUMBER OF STUDENTGROUP BENEFICIARIES

EDUCATIONAL TRAVEL

STUDENT PROGRAMS THAT RECEIVEDSPONSORSHIP SUPPORT FROM THE MAA

25NUMBER OF

APPLICATIONS

$14,785FUNDING

DOLLARS AWARDED

22NUMBER OF BRANCH

BENEFICIARIES

ALUMNI BRANCHES THAT RECEIVEDFUNDING FROM AR AND THE MAA:

CREDIT CARD HOLDERS

CENTRAL ORADMINISTRATIVEUNIT PARTNERS

& FACULTYPARTNERS

AND SCHOOLS

STUDENT GROUP&

ASSOCIATIONPARTNERS

NUMBER OFPROGRAMS/INITIATIVES

UNDERTAKENIN S&YA

PROGRAMS

2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING

5

Ongoing connections to campus partners were instrumental in providing the platforms necessary to continue the conversation with students about their lifelong bond to McGill. Activities included a range of successful student-oriented and student-focused crowdfunding campaigns, the rebranding of the Life A�er Your Degree (Life-AYD) program, a host of specialized mentoring and shadowing initiatives, and an award-winning “Class of 2016/Welcome to the Alumni Association” strategy. Student and Young Alumni (S&YA) initiatives clearly contributed to the McGill Commitment, while growing our pipeline of future support for McGill.

(+64%)(+69%)

CAMPUS PARTNERSHIPS

29 2430

LEADERSHIP

5

The external audit of the Annual Giving program saw the creation of the McGill Fund as a conduit for alumni, parents and friends to strengthen their connection to McGill through an annual gi�. Donor-centric strategies were likewise implemented to encourage loyalty through recognition and appeals in relation to the philanthropic interests of our donors. The participation and collaboration of campus stakeholders through the restructuring of the Annual Giving program – from the Provost and Vice-Principal (Academic) to our Faculty Deans – was and remains instrumental in ensuring the continued vibrancy and growth of the Annual Giving program as the cornerstoneof unrestricted funding and pipeline development.

ANNUAL GIVING

629,582 78,308

40,989

25,765TOTAL DONORS

(Goal 26K) (Goal $11.2M)

ACQUISITION

COLLECTIVE IMPACT

GIVING

CROWDFUNDING

LEADERSHIP GIVING

$11.6M TOTAL DOLLARS

5,909 NewDonors

$809K FromParents

Donors

2,680

Dollars

$8,290,945

Donors

2,165

Dollars

$282,141

$305 AverageGi�

758 New Young Alumni Donors

$2.3M In Gi�s of $250and Less

$9.2M FromAlumni

595 Pure Faculty& Staff Donors

893 StudentDonors

1,579 Donors $169K In Gi�s YOUNG ALUMNI

McGILL COMMUNITY

CALLS

2016-2017 AT A GLANCEALUMNI RELATIONS & ANNUAL GIVING

Dollars

$1.4MTotal Donors

(+107%)

(+6%)

(+5%)

(+8%)(+17%)

(+26%)

(+6%) (+26%)

(+23%)

(+10%)

(+114%)

(+6%)

(+1%)

(+79%)3,475

New Donors

1,407

DATA COLLECTION POINTS

CONVERSATIONS

PHONATHON

6

Extensive collaborations among various University Advancementunits led to the following recognition from our peers:

Winner of the CCAE Best Brochure, Newsletter or Flyer Silver Award for the Annual Giving Impact Report

Winner of the CASE District I Digital Fundraising Materials Silver Award for McGill24

Winner of the CASE District I Social Media Alumni and Advancement Programs Bronze Award for McGill24

Winner of the CASE District I Fundraising Website Silver Award for McGill24

Winner of the CASE District I Special Events Bronze Award for McGill24

Winner of the CASE District I Annual Giving Programs Gold Award for McGill University’s OMG Contest: a data collection tool that celebrates graduation and engages our newest university alumni

GENERAL AWESOMENESS

1. Event numbers include all activities undertaken or supported by the unit, including volunteer-driven branch events and Faculty-initiated functions created in MartNet. Registration is not always taken for Student & Young Alumni events.

2. Volunteer data comprises alumni association representatives, including branch, constituent and special interest groups, as well as special cohorts such as parents and digital campaign ambassadors that fall under the auspices of the unit. They do not include larger University-wide volunteers, such as members of PIAB or FABs.

3. Virtual outreach figures extend to social media outlets that serve the wider alumni association volunteer network as managed by members of the unit. They do not include other University Advancement or Faculty-specific communications tools and outlets.

4. Information valid as at May 1, 2017.

TEAM MEMBERS:

Gabrielle Korn {Managing Director}, Andra Armasu, Lisa Baum, Chelsea Bell, Kathy Bowman, Olivia Brassard, Nathan Clinansmith,

Anne Marie Côté, Kay Dass, Trish Duff, Tarek ElChaarani, Melissa Forster, Anna Galati, Stephanie Hip, Koteki Inaba, Tess Kelley, Katie Kelly,

Pina Lanni, Lynn Mark, Véronique Marquis, Kim Martin, Valerie Maurer, Hilary Morden, Olivia Piccirelli, Jillian Pranger, Jesse Radz,

Alesia Rudnitskaya, Amanda Rushton, Wendy Schilling, Shana Szikman, Lisa Tang, Nicholas Tonin, Mary Wong

WORK-STUDY STUDENTS:

Deanna Duxbury, Yu Fei Ma, Emily Robertson, Rebecca Summers, Julia Wei Zhu

PHONATHON STUDENTS: 75+

THE FINE PRINT

University

Advancement

Fiscal Year 2017

End of Year Review

21-May-2017

UA Cash: 5-Year Results

2

UA Achievements: 5-Year Results

3

UA Achievements: Endowed vs. Direct

4

FY17 UA Achievements: by Source

5

Source Amount (M) Percentage FY12 – 16 Average

Individuals $102.3 73.5% 67.5%

Corporations 4.2 3.0% 5.3%

Foundations 32.7 23.5% 27.2%

Total $139.1 100.0% 100.0%

FY17 UA Achievements by Individuals:

Regional

6

Region Amount (M) Percentage FY12 – 16 Average

Quebec $51.4 50.3% 58.5%

Rest of Canada 33.8 33.0% 21.8%

International 17.1 16.7% 19.7%

Total $102.3 100.0% 100.0%