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Giving Back to UCLA Matt Bernd UCLA Fund Jessica Warren UCLA College of Letters and Science

Chancellor's Society presentation at KPMG Sept 2012

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Slides from presentation to UCLA alumni employed at KPMG regarding supporting UCLA philanthropically. Brief case for giving to UCLA's discretionary annual funds. Discussion about KPMG's 1:1 gift match. Speakers: Matt Bernd and Jessica Warren.

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Page 1: Chancellor's Society presentation at KPMG Sept 2012

Giving Back to UCLA

Matt BerndUCLA Fund

Jessica WarrenUCLA College of Letters and Science

Page 2: Chancellor's Society presentation at KPMG Sept 2012

• Case for Giving: Why Support UCLA?• Centennial Campaign• Chancellor’s Society• Giving Levels• Matching Gifts• Contact Information/ Questions?

Page 3: Chancellor's Society presentation at KPMG Sept 2012

Why Support UCLA?

• State funding accounts for only 7% of the total operating budget at UCLA

• Sustain UCLA’s tradition of excellence– Recruit and retain world-class faculty– Give deserving students scholarships– Fund research that could benefit millions

• Allow UCLA to provide current and future Bruins the types of experiences you had

Page 4: Chancellor's Society presentation at KPMG Sept 2012

Centennial Campaign

• UCLA turns 100 in 2019!• Silent phase of campaign began:

7/1/12• Public Launch: Spring 2014• Campaign Timeframe: 7/1/12 -

12/31/19• Any gift made after July 1, 2012

counts• Be a part of something big

Page 5: Chancellor's Society presentation at KPMG Sept 2012

Chancellor’s Society

• The Chancellor’s Society is the primary annual giving leadership donor society at UCLA

• Provides annual, unrestricted support to our University

• Over 70 discretionary funds across campus fall under the Chancellor’s Society umbrella

• Chancellor’s Greatest Needs

Page 6: Chancellor's Society presentation at KPMG Sept 2012

Chancellor’s Society Giving Levels

• Chancellor’s Student Circle $100• Chancellor’s Young Alumni Circle $250: 0-4 years post grad

$500: 5-9 years post grad• Chancellor’s Circle $1,000-$2,499• Chancellor’s Associates $2,500-$4,999• Chancellor’s Associates Gold $5,000-$9,999• Chancellor’s Cabinet $10,000-$24,999

• Chancellor’s Executive Cabinet $25,000-$49,999• Chancellor’s Senior Executive Cabinet $50,000+

Being a leadership donor has special courtesies so you can enjoy UCLA year round. For more information, please visit:uclafund.ucla.edu/courtesies

Page 7: Chancellor's Society presentation at KPMG Sept 2012

Matching Gifts• KPMG Matching Ratio is 1:1–Will match up to $5,000 annually per

person

• Can Match via:– Payroll Deduction– Check Donation– Gifts made directly to UCLA

• Total Match Giving from KPMG to UCLA is over $950,000

Page 8: Chancellor's Society presentation at KPMG Sept 2012

Questions?To learn more, please contact:

Matt BerndRegional DirectorOrange County and South BayUCLA Fund(310) [email protected]

Jessica WarrenAssociate DirectorCorporate and Foundation RelationsUCLA College of Letters and Science(310) [email protected]

uclafund.ucla.edu