FY18-19 ANNUAL ROI REPORT

UNIVERSITY ADVANCEMENT

NOVEMBER 15, 2019

University Advancement’s Annual Return on Investment (ROI) Report reflects a holistic, university-wide approach to deploying

development, marketing and communications, and alumni and stakeholder engagement in support of the University of Washington,

and its impact on Washington and the world. Consistent with the university’s organizational structure for Advancement, the report

describes the UW’s Advancement expenditures for both constituency units and university-wide services for fiscal year FY18-19, as

well as private support flowing to units based on donor designations.

The return on investment is calculated by dividing the numerator, which consists of gifts and private grants, by total costs. Pledges, bequests, and endowment distributions are not included in the calculation.

This report includes the following:

Page 2: FY18-19 Advancement Return on Investment Summary: includes one-year ROI and five-year ROI, FY18-19

return, and FY18-19 costs.

Page 3: FY18-19 Advancement Return on Investment: includes FY18-19 total costs, gifts and private grants received,

and one-year and five-year ROI averages.

Page 5: Year-Over-Year Advancement ROI: describes ROI performance over the campaign period.

Page 6: FY18-19 Funding & Costs for Advancement Activities: the first pie chart shows the distribution of funded

costs between central and constituency units. The second pie chart shows the distribution of costs between university-

wide services and constituency units.

The University of Washington’s return on investment for Advancement consistently outperforms that of our peers. Our five-year

average for dollars raised per dollar spent is $7.27, while our peers’ average is $5.40 (as measured by the Grenzebach Glier &

Associates Advancement Leadership Forum survey).

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FY18-19 ADVANCEMENT RETURN ON INVESTMENTSummary

1-Year ROI/Dollar Spent $7.42

5-Year Avg. ROI/Dollar Spent $7.27

FY19 Return FY19 Costs

Gifts 365,304,913$ 53% University-Wide Services 39,048,096$ 42%

Grants 318,422,382 47% Total Constituency Units 53,043,170 58%

Total Progress 683,727,295$ 100% Total Costs 92,091,266$ 100%

Gifts53%

Grants47%

University-Wide Services

42%Total Constituency Units58%

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FY18-19 ADVANCEMENT RETURN ON INVESTMENT

Constituency Units Costs Gifts GrantsTotal Gifts

& Grants

1-Year ROI/Dollar

Spent

5-Year Avg. ROI/Dollar

Spent

1-Year Cost/Dollar

Raised

5-Year Avg. Cost/Dollar

Raised Endowment Distribution

Total Gifts& Grants

Total Gifts, Grants &

Endowment Distribution

ASA Academic Student Affairs 1 1,926,034 13,673,277 2,432,327 16,105,604 8.36 9.28 0.12 0.12 10,501,843 16,105,604 26,607,447

Arts and Sciences 6,603,582 61,482,287 33,688,284 95,170,570 14.41 10.29 0.07 0.10 16,437,430 95,170,570 111,608,000

Broadcast Services 2 5,082,730 18,094,003 - 18,094,003 3.56 na 0.28 na 3,024 18,094,003 18,097,027

Built Environments 540,890 2,496,396 753,205 3,249,600 6.01 7.84 0.17 0.14 1,711,948 3,249,600 4,961,549

Dentistry 724,837 3,704,069 1,222,705 4,926,774 6.80 6.29 0.15 0.17 1,256,385 4,926,774 6,183,159

Education 1,360,448 5,980,821 4,010,685 9,991,506 7.34 9.87 0.14 0.11 1,014,387 9,991,506 11,005,893

Engineering 5,613,960 63,642,186 10,661,383 74,303,569 13.24 11.02 0.08 0.10 10,332,978 74,303,569 84,636,547

Environment 1,563,376 8,093,220 22,206,306 30,299,526 19.38 18.33 0.05 0.06 4,238,436 30,299,526 34,537,962

Evans School of Pub. Policy & Gov. 529,750 3,206,333 472,610 3,678,943 6.94 13.22 0.14 0.10 871,925 3,678,943 4,550,868

Foster School of Business 2,391,975 16,673,913 - 16,673,913 6.97 7.81 0.14 0.13 7,349,779 16,673,913 24,023,692

Information School 679,775 1,045,123 1,125,025 2,170,148 3.19 10.87 0.31 0.15 292,362 2,170,148 2,462,510

Intercollegiate Athletics 2,164,683 33,410,397 - 33,410,397 15.43 17.14 0.06 0.06 3,724,568 33,410,397 37,134,965

Law 1,413,116 6,903,247 200,000 7,103,247 5.03 5.62 0.20 0.20 3,936,241 7,103,247 11,039,489

Libraries 833,699 1,962,155 1,265,830 3,227,985 3.87 2.96 0.26 0.35 2,172,369 3,227,985 5,400,354

Nursing 697,241 2,961,463 807,427 3,768,890 5.41 6.90 0.18 0.17 2,007,428 3,768,890 5,776,318

Pharmacy 538,088 3,037,289 4,049,543 7,086,832 13.17 12.95 0.08 0.09 966,834 7,086,832 8,053,666

Public Health 523,780 1,618,710 17,957,451 19,576,162 37.37 77.72 0.03 0.02 837,932 19,576,162 20,414,094

Social Work 662,651 2,905,894 2,505,824 5,411,718 8.17 12.35 0.12 0.13 1,080,747 5,411,718 6,492,465

UW Bothell 1,667,702 1,189,459 3,576,685 4,766,144 2.86 2.66 0.35 0.51 183,102 4,766,144 4,949,246

UW Medicine 10,377,505 98,204,689 209,143,769 307,348,457 29.62 22.93 0.03 0.05 28,885,384 307,348,457 336,233,841

UW Tacoma 1,288,344 5,129,797 102,264 5,232,061 4.06 3.38 0.25 0.32 1,753,823 5,232,061 6,985,884

Other Constituencies 3 5,859,003 9,890,184 2,241,059 12,131,244 2.07 na 0.48 na 6,330,552 12,131,244 18,461,796

Total Constituency Units 4 53,043,170 365,304,913 318,422,382 683,727,295 12.89 12.55 0.08 0.08 105,889,477 683,727,295 789,616,772

University-wide Services 5,6 39,048,096 - - - na na na na - - -

DIP/F2 7 na na na na na na na na 24,501,819 - 24,501,819

TOTAL 8, 9 92,091,266 365,304,913 318,422,382 683,727,295 7.42 7.27 0.13 0.14 130,391,296 683,727,295 814,118,591

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Notes on Costs, Gifts, Grants and Endowment Distributions

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2 Broadcast Services category includes KUOW and KEXP. The group was established less than five years ago, so there is not a five-year average.

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26,792,491 51%

26,250,679 49%

53,043,170

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6

7

8

26,792,491 29%

65,298,775 71%

92,091,266

9 The total five-year averages are calculated from FY14-15 through FY18-19.

Unit Funded

Academic Student Affairs (ASA) includes: Office of the Provost, Graduate School, Office of Minority Affairs & Diversity, Scholarships & Student Life, and Undergraduate Academic Affairs.

Other Constituencies includes: UW Alumni Association, President's Funds, GIX/CoMotion, and other University support. Subgroups within this category may change year over year, so there is not a five-year average.

Total Constituency Units Cost detail (please refer to the pie chart on page 6):

Central Advancement Funded

Total Costs:

Central Advancement Funded

Total Constituency Units' Costs:

University-wide Services category includes: Development, Advancement Operations (HR, Finance & Administration, Information Management, and Gift Services), Campaign, Corporate & Foundation Relations, Regional Advancement, UA Senior Vice President's Office, University Marketing & Communications (excludes Sponsorships and Trademarks & Licensing), and UW Foundation Support.

DIP/F2 contains a portion of UW operating funds that are invested in the CEF and distributed to the Office of Planning and Budgeting.

Total Costs detail (please refer to the pie chart on page 6):

Unit Funded

Bowl Game expenses are reported net of revenue ($281,813). The CRM project expenses are included ($652,447).

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YEAR-OVER-YEAR ADVANCEMENT ROI

44.0M

313.1M

49.7M

338.7M

56.5M

482.5M

67.2M

448.7M

75.9M

542.4M

84.7M

564.4M

84.9M

714.7M

92.1M

683.7M 678.0M

72.2M

Outstanding Pledges For CampaignBequest Intentions

ROI 5-Year AverageUW Advancement (FY15-FY19): $7.27Peers (FY14-FY18): $5.40Note: ROI based on cash received (Gifts + Private Grants).

FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19

$7.42$7.15

$7.11

$8.54 $8.42

$6.82 $6.68 $6.66

CostsGifts & Private Grants Received

FY12 - FY19

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FY18-19 Funding & Costs for Advancement ActivitiesUniversity-Wide Services Total Constituency Units Sum Funding Source: All UA Costs

Costs 39,048,096$ 53,043,170$ 92,091,266$ Units 26,792,491$ 29% Units 58%

92,091,266$ UA 65,298,775$ 71% UA 42%

92,091,266$

Centrally Funded Unit Funded

Funding 65,298,775$ 26,792,491$

University-Wide Services$39,048,096

42%

Total Constituency Units$53,043,170

58%

Total Costs: $92,091,266

Centrally Funded$65,298,775

71%

Unit Funded$26,792,491

29%

Total Costs by Funding Source: $92,091,266

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