2017-18 LSU Foundation Giving Report

2017-18 GIVING REPORT

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Last year, LSU celebrated many accomplishments that reflect our university’s commitment to improving lives through discovery, diversity, engagement and learning.

It takes every Tiger giving every year to sustain excellence and achieve even more, and our donors proved how powerful that loyalty can be. Thanks to your generosity, we surpassed our fundraising goal and raised LSU’s alumni giving rate six spots among our SEC peer group.”

SPOTS JUMP IN ALUMNI GIVING RATE AMONG OUR SEC PEER GROUP

- Robert M. Stuart Jr., chairperson of the LSU Foundation Board of Directors

TOTAL FUNDRAISING

JULY 1, 2017, THROUGH JUNE 30, 2018

$56,027,622 GIVEN TO LSU FOUNDATION

45.6%

$16.9 MILLION

13

ENDOWED GIFTS

COMMITTED THROUGH ESTATE PLANS

GIFTS OF $1 MILLION OR MORE

$99.5 MILLION given to support academics

LSUFOUNDATION.ORG

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$56 MILLION to LSU Foundation $43.5 MILLION directly to LSU and LSU AgCenter

WINTER 2018 AND SPRING 2019 CORNERSTONE

2017-18 GIVING REPORT JULY 1, 2017, THROUGH JUNE 30, 2018

Of the $56 million given to the LSU Foundation last fiscal year:

45.28%

18.9%

ALUMNI $25,369,434

ORGANIZATIONS $10,591,555

WHO GAVE

15.09% FOUNDATIONS $8,454,831

19.27% FRIENDS $10,795,044

0.27%

1.19%

NON-ALUMNI PARENTS $151,897

HOW THEY GAVE

FACULTY AND STAFF $664,861

WHAT THEY GAVE

CASH - $20,413,130

NON-ENDOWED - $30,462,940

PLANNED GIFTS - $16,912,654

ENDOWED - $25,564,682

PLEDGES - $18,701,288 GIFTS IN KIND - $550

LSUFOUNDATION.ORG

WINTER 2018 AND SPRING 2019 CORNERSTONE

Market Value of Total Assets as of June 30, 2018

$679.1 MILLION $560.3 MILLION - LSU FOUNDATION INVESTMENT ASSETS endowed and non-endowed assets managed for the benefit of LSU and the LSU AgCenter $78.6 MILLION - OTHER LSU FOUNDATION ASSETS physical and financial assets that are not part of the pooled investment programs $40.2 MILLION - INVESTMENT ASSETS MANAGED ON BEHALF OF OTHER LSU SUPPORT ORGANIZATIONS endowed and non-endowed funds managed on behalf of LSU Alexandria Foundation, LSU Eunice Foundation and Tiger Athletic Foundation

Market Value of Total Assets: 10-year Snapshot The LSU Foundation’s fiscal year begins July 1 and concludes the following June 30.

rounded to nearest million

DOLLARS IN MILLIONS

$700 679

$650

644

$600

655 627

617

568

$550

538

533

2011

2012

$500 $450

475 446

2009

2010

2013

2014

2015

2016

2017

2018

FISCAL YEAR

LSUFOUNDATION.ORG

WINTER 2018 AND SPRING 2019 CORNERSTONE

2017-18 GIVING REPORT JULY 1, 2017, THROUGH JUNE 30, 2018

General Endowed Portfolio: Investment Performance and Asset Allocation

This investment portfolio is composed of endowment gifts directed by donors. It is managed

by CA Capital Management, with high-level oversight by the Investment Committee of the LSU Foundation Board of Directors.

PORTFOLIO RETURNS

ASSET ALLOCATION

14.1%

FIXED INCOME/ LIQUIDITY

2017-18 RETURN

8.51%

3-YEAR ANNUALIZED

5.19%

44.2%

5-YEAR ANNUALIZED

5.28%

PUBLIC EQUITY

10-YEAR ANNUALIZED

4.61%

20.2% DIVERSIFYING STRATEGIES 21.5% PRIVATE INVESTMENTS

RETURNS FOR THE GENERAL ENDOWED PORTFOLIO OUTPACED 72 PERCENT OF OUR PEERS.

THANK YOU FOR BEING PART OF LSU’S VISION FOR LEADING LOUISIANA AND IMPACTING THE WORLD. LSU’S VISION We are committed to solving global challenges acute to Louisiana through cutting-edge research, while graduating future leaders equipped with the ability, skills and desire to make positive contributions to the world.

LEADING LOUISIANA Louisiana's most urgent and compelling concerns in education, health, wellness, culture, coastal resilience and economic development cannot be solved without LSU's human capital.

IMPACTING THE WORLD Our commitment to LSU is a commitment to each other, and to advancing the greater good for our entire world.

LSU’S STRATEGIC CHALLENGES

Advancing Arts and Culture

LSUFOUNDATION.ORG

Bridging the Coast, Energy and Environment

Fostering Research and Catalyzing Economic Development

WINTER 2018 AND SPRING 2019 CORNERSTONE

LAST YEAR, $16.7 MILLION IN ENDOWMENT FUNDING WAS MADE AVAILABLE TO LSU TO SPEND IN SUPPORT OF PEOPLE AND PROGRAMS CAMPUS-WIDE.

Board of Regents Support Fund Portfolio

This investment portfolio is composed of endowment gifts matched through the Board of Regents’ matching program for chairs, professorships and scholarships, as well as of the related matching funds received from the state. It is also managed by CA Capital Management.

PORTFOLIO RETURNS

ASSET ALLOCATION 30.7%

2017-18 RETURN

6.83%

3-YEAR ANNUALIZED

6.08%

5-YEAR ANNUALIZED

6.83%

10-YEAR ANNUALIZED

5.63%

FIXED INCOME/ LIQUIDITY

54.2% PUBLIC EQUITY

10.1% DIVERSIFYING STRATEGIES

5.0% PRIVATE INVESTMENTS

LSU educates the future leaders, thinkers and doers in every industry. We are true to our promise of being Louisiana’s state university. Just last year, we celebrated:

11

straight years in top tier of U.S. News & World Report’s “Best National Universities”

70

percent of students graduating with zero debt

14

new species discovered by LSU researchers

91

places jumped in the Wall Street Journal/Times Higher Education College Rankings for 2019

25

Forbes’ Top Colleges that Dominate Academically and Athletically ranking

Improving Health and Well-being

LSUFOUNDATION.ORG

6,497

Transforming Education

degrees awarded

Developing Leaders

WINTER 2018 AND SPRING 2019 CORNERSTONE

OUTCOMES THAT MATTER There is no shortage of pride in the LSU community, and for good reason. At LSU, we’re driven by outcomes that matter. Donors are our greatest champions for making an outstanding education accessible and affordable—and that’s the most important way we deliver on our promise of being Louisiana’s state university. Here are just a handful of the milestones you made possible last year.

RANKED IN TOP HALF OF FLAGSHIP UNIVERSITIES FOR BOTH EARLY AND MID-CAREER EARNINGS

SCHOOL OF VETERINARY MEDICINE IS ONE OF U.S.’S TOP BIOMEDICAL RESEARCH FACILITIES

CONSISTENTLY RANKED A BEST-VALUE LAW SCHOOL

ARCHITECTURE PROFESSOR NAMED ONE OF TOP 13 FEMALE ARCHITECTS IN THE WORLD

BUILT NATION’S LARGEST WORKING MODEL OF THE MISSISSIPPI RIVER TO ADDRESS COASTAL LAND LOSS

ENGINEERING SENIORS BUILT A BEACH-ACCESSIBLE WHEELCHAIR

PUBLIC RELATIONS STUDENTS WON THE NATION’S TOP STUDENT COMPETITION, CREATING A CAMPAIGN FOCUSED ON SURVIVING PEDIATRIC CANCER

SCIENTISTS FOUND CLUES IN LIZARD BLOOD THAT MAY LEAD TO CURES FOR MALARIA AND OTHER DISEASES

DOCTOR OF MUSICAL ARTS STUDENT EARNED FIRST PRIZE AT 45TH NATIONAL ASSOCIATION OF TEACHERS OF SINGING ARTIST AWARDS COMPETITION

NEIGHBORHOOD ARTS PROJECT PROVIDED 5,200 EXPERIENCES FOR BATON ROUGE YOUTH

LSUFOUNDATION.ORG

LIBRARIES HOSTED 1.1 MILLION VISITS

WINTER 2018 AND SPRING 2019 CORNERSTONE