2016 USM Foundation Impact Report

2016

USM FOUNDATION IMPACT REPORT

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2016 USM FOUNDATION IMPACT REPORT

2016

USM FOUNDATION IMPACT REPORT The University of Southern Mississippi is home to a diverse body of scholars from 74 foreign countries, all regions of the United States and every corner of Mississippi.

These Golden Eagles are a vibrant, bright and passionate group, who benefit every day from the support of alumni and friends of the University.

Whether you contributed to the Southern Miss Fund, endowed a scholarship, enhanced a learning environment or supported a program meaningful to you, your generosity touched the lives of our students in 2016. From the first day of classes through graduation, your gifts were the driving force behind new research findings, personal and professional development, international study and the momentum behind academic excellence at Southern Miss.

The proof lies within these pages through stories of students who are achieving their dreams and succeeding in and out of the classroom, thanks to your support. Inside is a glimpse of your gifts in action.

WELCOME FROM THE UNIVERSITY PRESIDENT As I reflect on the past year, I am struck by how far our University has come in such a short amount of time. We could not have done it without you.

Your dedication, commitment, and contributions of time and resources have shaped our story.

2016 USM FOUNDATION IMPACT REPORT

This year is our time – our time to harness our continued momentum and transform our students’ lives like never before.

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Join us in identifying others who want to be part of our work. Join us in supporting our students as they progress toward graduation. Join us in infusing new life into academic programs and professorships. Join us as we continue our climb to become the model for public higher education across the country.

We are poised to make history. Thank you for being our partner on this journey.

–Rodney D. Bennett

LETTER FROM THE VICE PRESIDENT FOR EXTERNAL AFFAIRS Relationships are the cornerstone of all that is done through the USM Foundation in support of our University, students, faculty and staff. These valued relationships are countless – some with new alumni and friends, while others hold lifelong connections.

In 2016, I watched the USM Foundation thrive under the direction of committed leadership and staff. With the addition of new team members and initiatives, I am certain our connections will continue to mature into the kinds of relationships that remain steadfast.

The spirit of Southern Miss is more than just our campuses, classrooms and lecture halls – it is the feeling of family and friends at every turn. I feel a strong sense of pride in that spirit, and having talked to many of our closest supporters, donors like you, I know the feeling is mutual.

Together we can build new bonds, while enhancing our closest relationships, to continue our trend to the top. I hope you enjoy this annual report, which is our opportunity to highlight the colossal impact our donors are having on the University we hold so dear.

Thank you for your unwavering support and friendship.

Chad Driskell

2016 USM FOUNDATION IMPACT REPORT

Sincerely,

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2016-17 BOARD OF DIRECTORS Thank you for your continued support and commitment to Southern Miss and the USM Foundation.

My role as the USM Foundation’s Board president is a small part of my Southern Miss story. My father graduated from USM in 1971, and his career set a strong example of the value of a Southern Miss education. In 1987, I transferred to Southern Miss from Mississippi Gulf Coast Community College and completed my business degree in 1990.

Like me, every Golden Eagle has a personal Southern Miss story. The pages of this year’s Impact Report are full of stories of our donors’ generosity and the extraordinary impact their giving has on our students, faculty and staff.

This year alone, that generosity has influenced nearly 1,800 students’ stories through $3.7 million in scholarships and nearly $6 million in other University support. That’s an amazing amount of support, and each recipient appreciates the opportunities your gifts create.

Our Board and staff are encouraged by the University’s achievements. We stand with President Bennett as he leads the charge to achieve the vision of being the model for public higher education. His vision is clear and supported by the tenets of ensuring student success, expanding enrollment strategies, enhancing academic instruction, bolstering economic and community partnerships, focusing on research and maximizing human potential. It is our pledge to work alongside him as we achieve his vision.

2016 USM FOUNDATION IMPACT REPORT

The Foundation’s financial condition is sound, and the staff is fully capable of achieving our goals. The Foundation Board continues to execute on its primary responsibility of financial stewardship, in addition to developing programs that strengthen University advocacy and communicate the many successes happening at Southern Miss.

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My challenge to you is to learn more about the growing successes at Southern Miss and become an active advocate for our University. Let’s continue to give, tell our Southern Miss stories and ensure others know Southern Miss is headed to the TOP in public higher education excellence.

Thank you for your generosity to Southern Miss.

SMTTT! 26.

D. Shane Loper President of the Board of Directors The University of Southern Mississippi Foundation

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Rodney D. Bennett

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Shane Loper President

Gary Carmichael Vice President

Stace Mercier

Secretary and Executive Director of the USM Foundation

Cheryl Johnson Member-At-Large

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Policy and Bylaws Committee Chair

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Treasurer and Finance Committee Chair

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EXECUTIVE COMMITTEE 2.

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Chris Inman

Investment Committee Chair

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Resource Development Committee Chair

9. Reed Allison

Immediate Past President

Rosemary Aultman Haley Broom Robert Donnell Deborah Gambrell-Chambers Kevin Gilbert Gene Gouaux Kristy Gould Mark Graham Jimmy Heidelberg Curt Hébert Benny Hubbard Lynda Lesley Joy Lightsey Duane Lock Bill McLeod Ricky Mathews Jana McDonnell Patty Munn Omar Nelson Robin Robinson Chuck Scianna Gilbert Van Loon Lynwood Wheeler

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President of the University

Chad Driskell, Vice President for External Affairs

Becky Montague, President of the Southern Miss Alumni Association

Grant Dyess, President of the Southern Miss Athletic Foundation

Johnny Atherton, President of the USM Research Foundation

Jerry Defatta, Executive Director of the Southern Miss Alumni Association Jon Gilbert, Executive Director of the Southern Miss Athletic Foundation

Gordon Cannon, Executive Director of the USM Research Foundation

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EM P OWERI N G ST U D ENTS TO A C H I E V E T H E I R D R E A M S What do you want to be when you grow up? Around the time a child begins elementary school, this question fascinates them. Some answers are practical and others not so much — from a doctor or teacher to a professional athlete, mermaid or even president. Childhood enthusiasm is contagious, sharing hopes and dreams without doubt or hesitation. The answers are pure and filled with passion.

As an ambitious woman with aspirations to achieve great things, the unique learning environment at Southern Miss has helped Stepaniuc mature, both personally and professionally. Building close relationships with professors and classmates, she received poignant guidance on her career goals while developing her writing and research skills, all building her self-confidence.

At The University of Southern Mississippi, every student is an older version of that dreaming child, celebrated for their individualism and empowered to be extraordinary. By providing students with the tools to achieve more than they ever imagined, Golden Eagles like mass communication doctoral student Ecaterina “Kate” Stepaniuc can gain the boldness and determination to believe in their dreams and achieve them.

“The love I’ve been shown by the Southern Miss community is incredible. I didn’t expect anyone to care about a girl from a country they had hardly heard of, but the professors at USM have invested in me beyond my wildest expectations,” Stepaniuc said. “The faculty and staff not only care about me as a student, but also as an individual. They’ve helped me trust myself and believe I can achieve whatever goal I set my mind to.”

In the village of Costesti, in the Eastern European country of Moldova, Stepaniuc learned about Mississippi through a group of students from the Jones County Junior College Baptist Student Union. With a bachelor’s degree in journalism from the Free International University of Moldova and four years of experience as a reporter, she was ready to further her education and eager to expand her knowledge beyond opportunities available there. She took a leap of faith and moved to Mississippi to begin graduate studies in the Southern Miss School of Mass Communication and Journalism.

Stepaniuc is already returning the investment that was made in her through the next class of students at Southern Miss. While teaching introduction to media courses, she is opening students’ eyes to a more global view of mass communication and challenging them to go after their loftiest goals.

“I love my country, and that’s why I had to come to Southern Miss. I want to share as much of the information I have learned here as possible to make Moldova better when I return,” Stepaniuc said. “As a journalist and an instructor, I want to be a channel that helps people find truth. Eventually, I would like to transition into politics to bring about a positive change in Moldova. Maybe one day I’ll even be president.”

Established to honor the work of Dr. Robert Gene Wiggins, former director of the School of Mass Communication and Journalism, the endowment was created to support hardworking mass communication and journalism graduate students just like Stepaniuc.

“This is the first scholarship I have ever received and a gift I will forever be grateful for. Without this assistance, I could not pursue my dream of helping my country and its people. Southern Miss helped me believe in the power an individual has to change their world and follow the calling God placed in my heart.”

2016 USM FOUNDATION IMPACT REPORT

Upon completion of her master’s degree in 2011, Stepaniuc chose to begin doctoral studies. Interested in pursuing her passion in communication research with the motivation to improve mass communication in her home country, Stepaniuc’s research focuses on conflicting democratic ideologies in the former Soviet Republic.

By analyzing the role media played in Moldova’s democratic process over the past two decades and identifying differences between government-owned media and independent media, she seeks to improve the way their media serves citizens.

Stepaniuc’s presentation of her dissertation research at the Graduate School’s 2016 Three-Minute Thesis competition in November won her the title of Grand Champion.

Recognized by faculty and staff for her dedication to both her studies and her students, Stepaniuc was awarded the Robert Gene Wiggins Scholarship.

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C U LT I VAT I N G G E N E R AT I O N S O F G O LD EN E AG LES Born and raised in the piney woodlands of east central Mississippi, the 10 Lock children grew up working hard in school, on the farm and around the house.

The importance of a good education was paramount in their home, as each child watched their mother advance her own education. As a parent, student and career-woman, Velma R. Lock worked all day, cared for her family each night and spent evenings studying by the fireplace to earn a certificate in medical technology from Millsaps College. She instilled a strong value of education in her children and held high expectations for their studies.

The Locks’ legacy at The University of Southern Mississippi began in 1975 when elder brothers James and Larry transferred from Hinds Community College to Southern Miss. They were among only a handful of students from their high school to attend a major university. From the fertile soil of their farmland in Pelahatchie to college life in Hattiesburg, their minds and opportunities broadened exponentially.

2016 USM FOUNDATION IMPACT REPORT

“Coming to Southern Miss was transformational. We went from rural people with aspirations to further our education, but lacking a road map for how to actually do it, to college graduates,” James said.

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In 1977, Larry became the first in their family to earn a college degree. Soon after, James graduated in 1978, followed by Duane in 1983 and Sharon in 1987.

Over the years, more than a dozen members of the Lock family have lived and learned in the halls of Southern Miss, including three current students studying biology, broadcast journalism and business, with another starting in fall 2017.

As young men with their whole lives ahead of them, Larry and James understood the promise a college degree held to change their entire family.

“Coming to USM was more than just the ‘next step’ for us because no one in our family had ever been there before. Larry and I knew graduating from college was bigger than us. Finishing meant we could set the example for not only our younger siblings, but for our future children and generations of Locks to come,” James said.

The impact Southern Miss has on the Lock family is great and direct.

Their experiences here, combined with career success, continue to motivate

the Locks to invest in the place that enabled them to achieve their goals and fulfill their mother’s dream of their educational success. With a firsthand understanding of the financial barriers ahead of college students, the Lock siblings choose to give back.

In 2015, Duane and Kathryn Lock invested in the College of Business through establishing a scholarship endowment for students from Pelahatchie High School and naming a space in Scianna Hall, the Lock Commons. Both working in the medical field, Dr. James and Vickie Lock have also supported the University through gifts to the College of Nursing Building Endowment, which were recognized with the naming of the faculty lounge and terrace in the college’s new home, Asbury Hall.

“When I think about my mother, God bless her soul, and the sacrifices she made to provide a path for us to be successful, I’m grateful. Her dedication to providing us with the opportunity to go to school, an opportunity she was not afforded, was remarkable,” said Duane. “If she could find a way to help us become better educated, we must pass that gift on to someone else. I know a Southern Miss education will change a life because it certainly changed ours.”

Even with Velma’s meager salary of a few hundred dollars a month, she gave all she had to ensure her children gained the wealth of knowledge college affords.

“When I graduated college, I got the nerve to ask my mom what I owed her for everything she’d provided me over the years, and I’ll never forget her response,” said James. “She told me, ‘You don’t owe me a thing, but I expect you to send my grandkids to college.’ Now I always tell my children, ‘You don’t owe me a thing because this is from my mom.’”

Velma Lock’s legacy abounds through the successes and generosity of her children. Her relentless dedication to their education continues to inspire them to give back, expanding her initial gift of education further than she could have ever imagined.

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ENABLING STUDENTS TO E X C E L I N S T E M Previously located in the basement of Mississippi Hall, the Biological Sciences Tutorial Center has offered peer tutoring for students in need of assistance since 2006. From intro-level biology courses to human anatomy and physiology, the center aids students in a variety of courses to ensure they succeed in the classroom, lab and future courses.

With nearly 34 percent of students earning below a “C” in the general education curriculum required by the Department of Biological Sciences, the need for this type of instruction outside of the classroom persists.

“When students struggle in gateway courses, their motivation to continue a STEM education is halted before it even has a chance to take root. By offering them help at the beginning stages of their studies at USM, they receive hope and encouragement. Not only does tutoring help them stay in college and graduate, it gives them a shot at their career aspirations,” said Dr. Shiao Wang, professor in the Department of Biological Sciences.

Most tutors in the center double as teaching assistants within the Department of Biological Sciences, offering students the opportunity to learn from upperclassmen who have mastered course concepts in a judgment-free environment. This peer-to-peer learning approach reduces intimidation and supports students aspiring to careers in science, technology, engineering and mathematics (STEM) fields or health care.

As awareness of the center steadily increased, spatial constraints hindered the capacity to serve the number of students in need. The stuffy space packed with students and oversized furniture discouraged students from coming inside to access the wealth of resources and knowledge available.

Through the Southern Miss Fund Grant Program, the Biological Sciences Tutorial Center received much-needed funding to revamp the outdated and

cramped center into a more technologically advanced environment conducive to learning. The removal of unnecessary furniture, a fresh coat of paint on the walls and the addition of new tablets, laptops, a television and dry erase boards transformed the space into a welcoming and easily accessible haven for study.

Having been a tutor for four semesters, senior biological sciences licensure major Ryan Cox has seen the center’s ups and downs.

“There is no doubt the recent improvements will allow us to assist more students than ever before while facilitating better discussion with the round tables and white boards,” said Cox. “Getting students in the door used to be a struggle. Now that we can show them the powerful resources available and offer two rooms for separate tutoring in different subjects, students are finally realizing everything we have to offer.”

With the help of donors, this once drab space has become a thriving center for knowledge, where students desire to come to learn and help each other succeed. Advanced models of the human body, as well as digital applications with textbook resources, are also available free of charge in the center.

“The new hand-held and wall-mounted dry erase boards help students visualize how biological processes work and connect that knowledge throughout their coursework,” said tutor and biological sciences major, Joshua Wilkinson. “Because of the resources gained from the Southern Miss Fund Grant, students really seem to be grasping the concepts and improving in their studies.”

Designed to kick-start projects that will directly impact students and support emergent needs at the University, the Southern Miss Fund Grant Program, through the USM Foundation, awarded nearly $53,000 last year.

The generosity of more than 1,500 donors to the Southern Miss Fund in 2016 enabled seven promising projects to come to life through grants ranging from $1,000 to $10,000.

2016 USM FOUNDATION IMPACT REPORT

Eukarya. Homeostasis. Cellular respiration. Although understanding these concepts comes easy to some students, introductory-level science courses can be a barrier to academic success for other Golden Eagles.

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SERVING THOSE WHO SERVED US A typical day for Derek Halbasch consists of balancing classes while sneaking in a few games of hide-and-seek with his three-year-old twin boys and four-year-old daughter.

Standing at 6’4” tall, the odds of finding a good hiding place are not usually in his favor.

Writing papers and picking up Cheerios has not always been the norm for Halbasch, a graduate student at The University of Southern Mississippi pursuing a Master of Business Administration (MBA) with an emphasis in sport security management. His commitment to protecting others spans well beyond his time at Southern Miss.

A United States Army veteran, Halbasch served three deployments during his 12 years on active duty in the 11 Bravo Infantry. During his second deployment to Iraq, Halbasch’s unit was one of the hardest hit, resulting in one Medal of Honor recipient, multiple Purple Hearts and more than a dozen lives lost in action.

After a period at Camp Shelby, Halbasch was drawn to Southern Miss in 2016 to continue his education. While working on his MBA, he began coursework in the National Center for Spectator Sports Safety and Security (NCS4), the nation’s leader in sports security management research and solutions. Soon after, he discovered the Center for Military Veterans, Service Members and Families, which immediately began to open doors for him personally and professionally.

2016 USM FOUNDATION IMPACT REPORT

The Center for Military Veterans, Service Members and Families exists to create and maintain an environment for military-friendly education that provides military students the opportunity to pursue a degree at Southern Miss.

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“We are more committed than ever to serving those who served us and establishing Southern Miss as the top-choice university for service members and their families,” said Maj. Gen. Jeff Hammond, director of the Center for Military Veterans, Service Members and Families.

The center also serves to assist student-veterans in the transition back to civilian life through personal and professional development opportunities, such as student employment, career guidance and networking.

“After being in the military, the biggest thing I miss is the comradery. Because it’s difficult to find that bond in the civilian sector, I’m so thankful the center has allowed me to connect and share similar interests with fellow service members,” said Halbasch.

Professional development opportunities offered by the center have also been critical in Halbasch’s success in the NCS4 program. In the summer of 2016, Halbasch earned a competitive internship with Landmark Event Staffing Services, where he worked in event management and logistics in California. This exclusive opportunity allowed Halbasch the chance to work with his favorite childhood team, the Oakland Raiders, while gaining incomparable hands-on training for his future career.

“Enrollment of military students at Southern Miss continues to increase, representing a little over nine percent of the study body this year. Because of this, we are making a greater investment in the variety and quality of services provided by the center to foster their academic growth and prepare them for long-term professional success,” said Hammond. “Among these services is a professional development program designed to assist military students in preparing for the often challenging transition to the workplace. We are grateful for our corporate partners and private donors who have made a heartfelt investment in these programs.”

Having taken advantage of the varying professional development programs, Halbasch feels prepared and qualified to find career success after graduation.

“Understanding how to write a résumé, market my strengths and build relationships has been extremely helpful,” he said. “Being able to interact with non-military personnel and converse more easily has also been very beneficial. Through the preparation and practice I’ve received at the center, I’m more cognizant of my use of military lingo and more comfortable speaking in everyday conversations.”

In addition to providing opportunities for student-veterans to advance professionally, the center also offers resources to make education affordable through scholarships and the Textbook for Troops Program, which supplies a variety of loaned textbooks at no cost. Over 120 donors provided support for these exceptional programs in 2016 through gifts to the center.

“The Center for Military Veterans, Service Members and Families has played a major role in helping me with my interpersonal skills and in transitioning my leadership abilities into vital job skills,” said Halbasch. “I can confidently say I am better prepared for my future because of the knowledge and experiences I’ve gained from the center.

For that, I cannot thank the donors who generously support the center enough.”

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T R A N S F O R M I N G H E A LT H C A R E IN THE GULF SOUTH

James Winters, a student in the Nurse Anesthesia Program, has a deep appreciation for the new facility due to his experience in the College of Nursing’s previous home, Harkins Hall.

“The whole building excites me, from the anesthesia machine down to the lights. When you’re studying for hours on end or practicing techniques in the lab, every detail in your environment makes a difference,” Winters said.

“Every inch of the second floor in Asbury Hall feels like a real hospital and will help me and my fellow nursing students gain invaluable experience in an accurate setting.”

“Having 24-hour access is crucial in a program like this. My hospital clinicals start at 6 a.m., and at times I’m not finished until 9 p.m. Studying at that hour can be challenging without access to the resources I need,” Winters said.

“Being able to come in at any time encourages students to take advantage of the resources available because of the flexibility and convenience.”

In addition to promoting coursework and the practical application of nursing in a positive and interactive learning environment, the improved space will allow enrollment to increase from 550 students to more than 800.

“The new facility is instrumental in our ability to transform nursing education at Southern Miss, as it is intentionally designed to provide a supportive teaching and learning environment that will promote faculty and student success,” said Dr. Katherine Nugent, dean of the College of Nursing. “I am humbled by the support of our donors who had faith in the ability of Southern Miss nursing to prepare nurses that will provide leadership in health care. Their contributions enabled us to obtain the best technology, equipment and furnishings to support our vision and mission. Their support made this dream a reality.”

Because of the high risk associated with the job duties of a Certified Registered Nurse Anesthetist, ample practice opportunities are necessary for students to ensure safety on the job.

Upon completion of the Nurse Anesthesia Program, Winters will attend Commissioned Officer Training in Montgomery, Ala., before being promoted to captain in the United States Air Force, enabling him to use his Southern Miss nursing degree to serve his country.

“Asbury Hall exposes students to expanded hands-on learning by providing them with swipe-card access to real-world simulation labs, where they can practice anytime they desire,” said assistant professor of nurse anesthesia, Dr. Michong Rayborn. “This improved accessibility expands our educational offerings and sets the Southern Miss College of Nursing apart from other schools and programs.”

“Access to the enhanced resources in Asbury Hall will make me a better clinician because of the additional time I have to practice in an optimal study environment. I’m excited for the opportunity to complete the program in a facility with enough space to truly make the most out of the equipment, technology and my education. If I could say one thing to the donors who made Asbury Hall a reality, it would simply be ‘thank you!’”

Located on the second floor of Asbury Hall, the Southern Anesthesia, Inc. Anesthesia Skills Center offers students in the Nurse Anesthesia Program the opportunity to practice on patient simulators, ultrasound machines and anesthesia machines, equipping them to serve future patients with competence and confidence.

Asbury Hall would not be possible without the generosity of donors, including its namesake, the Asbury Foundation of Hattiesburg, whose $4 million commitment was the impetus for the new facility. Through the generosity of many individuals and businesses, Asbury Hall is enabling faculty and students at Southern Miss to transform health care in Mississippi and beyond.

2016 USM FOUNDATION IMPACT REPORT

With more than 93,000 square feet of space to expand knowledge and prepare future nurses for their work in the field, The University of Southern Mississippi College of Nursing’s new home, Asbury Hall, is transforming nursing education. From the Academic Resource Center, which offers private study rooms equipped with dry-erase walls, to the Joe and Kathy Sanderson Clinical Simulation Lab with full-sized patient rooms for hands-on learning, this $31 million-dollar facility provides faculty, staff and students with the most advanced educational experience in Mississippi.

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INVESTING IN TO M O R R O W ’ S L E A D E R S “On my honor, I will try to serve God and my country, to help people at all times and to live by the Girl Scout Law.” Since 1912, the Girl Scouts movement has worked to build girls of courage, confidence and character, who make the world a better place.

For 12 years, sophomore communication studies major Anna Goretski worked her way up the Girl Scout levels, gaining invaluable life skills and self-confidence.

Through a variety of Girl Scouting activities, Goretski discovered who she is, what she cares about and what her talents are, while connecting with others who share similar passions. The Girl Scout Leadership Experience prepared her to make her mark on the world.

Recognized as the highest achievement in Girl Scouting, the Gold Award challenges high school students to make a difference in their corners of the world through a seven-step project. Desiring to give back to her Gulf Coast community, Goretski recognized the needs of her band at Long Beach High School. With water damage and years of neglect, their music collection was in ruin. She dedicated 191 hours her senior year to sorting nearly 1,000 pieces of music in orchestral score order, earning her the prestigious award.

2016 USM FOUNDATION IMPACT REPORT

Through each step of the Gold Award process, Goretski learned the ability she had to inspire others. Though she had experience instructing younger Girl Scouts and directing her high school band as drum major, this was different, bigger.

Goretski understood the time she invested serving others would reach far beyond the present.

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Inspired by her example, fellow band members collectively volunteered over 500 hours during their spring break and summer to ensure her project was a success.

Her servant leadership, coupled with the work of her friends and fellow band members, left a measureable mark on the school.

Beyond developing Goretski into a bold young woman, Girl Scouting also impacted her ability to pursue a college education, although unbeknownst to her at the time.

As a Gold Award recipient, Goretski qualified for the Jean Capps Girl Scout Scholarship at Southern Miss, which she received her freshman and sophomore years. This generous scholarship connected her to fellow Girl Scout, Jean Capps, who committed her career to investing in Girl Scout programs around the world.

Capps served the Girl Scouts in eight states and three foreign countries, both as a volunteer and professional. In 1997, Jean and her husband, Lt. William R. “Corky” Capps, relocated to the Mississippi Gulf Coast, where she became involved with the Girl Scouts of Gulf Pines Council.

When Jean passed away in 2003, Corky established an endowment in her memory to support scholarships for Girl Scouts at USM. By providing financial support for Girl Scout Gold Award recipients to achieve their educational dreams, Capps’ legacy continues.

“My mom and I started crying in awe and shock upon learning I received the scholarship. We were both touched and stunned that someone else would be so generous,” Goretski said. “I knew the Gold Award was more than just ‘an award;’ however, I had no idea just how important it would turn out to be.”

Amazed by Capps’ lifelong dedication to Girl Scouts, Goretski holds a deep sense of respect and admiration for the couple who has contributed to her academic success.

“Although achieving the Gold Award was difficult, the time I spent helping my community has been given back to me tenfold,” Goretski said. “It doesn’t feel real.

Because of the scholarship, I didn’t have to take out additional student loans to cover my educational expenses, relieving so much financial burden and stress. For that I am truly grateful.”

Earning the Gold Award allowed Goretski to grow as a leader and gave her the confidence to become involved with various student organizations in college, including the Student Government Association, Residence Hall Association and Greek Life. Receiving the Jean Capps Girl Scout Scholarship provided her with the support needed to pursue her passions and further her education.

“Through living out the Girl Scout Law, I had the self-confidence to spread my wings and thrive in my college experience at USM. I hope my involvement on campus and service to others honors the legacy Mrs. Capps left behind and the incredible example she set for fellow Girl Scouts.”

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PL ANTING THE SEEDS OF PHIL ANTHROPY While most are ending their workday at 5 o’clock, the night is just beginning in Jones Hall for students like McDuffie, who are employed at the Southern Miss Call Center on the first floor of the recently renovated Hattiesburg campus facility.

An annual giving program of the USM Foundation, this fundraising initiative employs current students to engage alumni and friends of the University to update information, build relationships and promote current campus initiatives, while raising funds to support Southern Miss.

Gifts made through the annual fund often provide flexible resources to support all areas of the University. Annually, donors support scholarships and enhance student experiences by funding exceptional programs, in addition to supporting research and faculty initiatives. Callers also encourage annual giving to the Southern Miss Fund, which provides funding for emergent needs and projects that directly impact students.

“Phonathon is important because it provides us the opportunity to personally connect with donors and cultivate relationships year after year,” said Kelly Ellis, manager of annual giving for the USM Foundation. “Alumni enjoy hearing from Southern Miss students and learning about campus events and happenings.

More importantly, student callers can share their own stories and discuss the institution with someone who once walked in their shoes. Our phonathon program is an invaluable tool used to remind donors, current and prospective, on the importance of their giving.”

The Southern Miss Phonathon Program was outsourced for a number of years before returning home in fall 2016.

“By bringing the Call Center back to campus, we have the incredible opportunity to connect current students with alumni who share a mutual passion for the University. Student callers play an important role in building rapport with Southern Miss alumni, parents and friends, while establishing connections with many who are unable to visit campus on a regular basis,” said Ellis.

The USM Foundation oversees fundraising efforts to provide private support for scholarships, faculty support and other academic needs at Southern Miss.

The Call Center allows the Foundation to reach the greatest number of alumni and friends, while also providing students opportunities for employment, networking and the chance to share how private giving has impacted their own Southern Miss stories.

The Call Center also allows students to gain a unique perspective on philanthropy through the eyes of a fundraiser and take great pride in knowing their job truly makes a significant impact on Southern Miss as a whole and their education individually. The experience may also inspire their own altruism as they see philanthropy at work every day.

McDuffie, a freshman marketing major in his second semester at the Call Center, immediately began to understand the unique benefits of working in philanthropy.

“Having the opportunity to talk to alumni about their Southern Miss stories and hearing their advice is the best thing this job offers me. I ask each person I speak with about how they became connected with the Southern Miss family and love hearing the variety of their responses,” he said. “My ability to talk on the phone and have a clear, well-developed conversation has also improved tremendously. My experience with the Call Center has been, and will continue to be, very beneficial to my education and future career in public relations and outreach marketing.”

Now that McDuffie can see the gifts of donors in action, he better understands how philanthropy makes a difference for Golden Eagles.

Over a typical year, nearly 35,000 calls will be made. Will you answer yours?

Southern Miss students are eager to speak with you!

2016 USM FOUNDATION IMPACT REPORT

Sounds of phones ringing, keyboards clicking and murmurs of enthusiastic conversation fill the room. Eager to begin his shift, Kirkland McDuffie picks up his headset and dials the first number of the night.

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USM FOUNDATION STAFF Location and Office Hours

Advancement Services

The USM Foundation is located on the third floor of the Trent Lott Center. Alumni and friends are encouraged to stop in while visiting the Hattiesburg campus during regular business hours from 8 a.m. until 5 p.m., Monday through Friday.

Ethel Allen, Associate Director for Advancement Services Angie Allen, Manager of Information Systems Karyn Dew, Manager of Gift and Data Processing Elizabeth Bedenbaugh, Gift and Data Specialist Valeria Bell, Gift and Data Specialist Jerry Kaye Parker, Data Specialist

Stace Mercier, Executive Director

2016 USM FOUNDATION IMPACT REPORT

Development

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Bruce Rosengrant, Chief Development Officer Joe Paul, Vice President Emeritus James T. Tisdale, Senior Major Gifts Officer, College of Business Elissa Ernst, Senior Major Gifts Officer, College of Science and Technology Daniel Barton, Planned Gift Officer James Hanks, Development Officer Haley Kerstetter, Development Officer Amanda Neuendorf, Development Officer Pam Gibbs, Manager of Research Michael Howell, Research Specialist

Public Relations and Donor Programs Megan Burkes, Associate Director for Public Relations and Donor Programs Kelly Ellis, Manager of Annual Giving Torie Fowler, Manager of Donor Engagement and Stewardship Karelia Pitts, Manager of Communications Hayley Taylor, Annual Giving Specialist

Financial Services Leslee Smith, Chief Financial Officer and Associate Director for Financial Services Maegan Knight, Controller and Manager of Financial Services Jennifer Boucher, Senior Accountant MaryAnn Parrish, Staff Accountant Kristie Murphy, Accounting Clerk

Administrative Tammy Martin, Executive Assistant Susan Erickson, Administrative Assistant

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2016 USM FOUNDATION IMPACT REPORT

“ Thank you for believing in me before you even

knew my name. Because of your generosity, I will graduate with honors and be able to pursue a graduate degree, leading me one step closer to my goal of becoming a speech language pathologist. Your kindness will reach far beyond my education as I strive to enrich countless children’s lives by helping them find their voice, just as Southern Miss helped me find mine.”

2016 USM FOUNDATION IMPACT REPORT

– CHRISTIAN RATCLIFF, SENIOR SPEECH PATHOLOGY MAJOR

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2016 USM FOUNDATION IMPACT REPORT

FISCAL YEAR 2016 FACTS AND FIGURES

IN 2015-16 THE USM FOUNDATION PROVIDED

$ 9.6 MILLION TO SUPPORT THE UNIVERSITY. The USM Foundation manages

1,229 funds

that support the University, including 906 endowment funds, totaling $83,291,646.33

2016 USM FOUNDATION IMPACT REPORT

323 current use funds, totaling $8,875,465.10

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T H E C A M PA I G N F O R

SOUTHERN MISS,

our employee giving initiative

Academic units (8.7%)

Construction projects, restoration and upgrades (6.2%)

Faculty and staff support (12.2%)

Other (10.4%)

Scholarships (55.5%)

Research (.5%)

Libraries (3.9%)

Unrestricted support (2.6%)

45 % of benefit-eligible employees made gifts to Southern Miss totaling more than

$210,000

28 departments reached 100% employee giving

FINANCIAL STATEMENTS THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION

Consolidated Statements Financial Consolidated Statements ofof Financial Position Position June 30, 2016 and 2015 June 30, 2016 and 2015

Assets Cash and cash equivalents Accrued earnings Prepaid assets and other receivables (note 2) Pledges receivable, net (note 3) Investments (notes 4 and 5) Amounts due from externally managed trusts (note 6) Net investment in direct financing lease (note 7) Property and equipment, net (note 8) Total assets

2016

2015

$

1,085,377 129,284 1,002,168 8,224,516 96,668,501 4,883,516 479,945 38,183

1,014,651 116,679 244,369 12,052,041 97,824,663 817,080 634,855 69,485

$

112,511,490

112,773,823

$

371,992 286,181

758,795 305,330

658,173

1,064,125

6,024,035 33,689,732 72,139,550

5,392,868 42,722,252 63,594,578

111,853,317

111,709,698

112,511,490

112,773,823

Liabilities: Accounts payable Gift annuities payable Total liabilities Net assets: Unrestricted Temporarily restricted (note 9) Permanently restricted (note 10) Total net assets Total liabilities and net assets See accompanying notes to consolidated financial statements.

$

2016 USM FOUNDATION IMPACT REPORT

Liabilities and Net Assets

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FINANCIAL STATEMENTS Consolidated Statements of Activities

THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION Consolidated Statement of Activities

Year ended June 30, 2016 Year ended June 30, 2016

Unrestricted

Temporarily restricted

Permanently restricted

2,100,023 1,470,364 — 38,084

2,997,493 (1,901,597) (992) 30,516

7,312,426 33,138 87,922 2,878

12,409,942 (398,095) 86,930 71,478

Total revenues, gains (losses) and other support

3,608,471

1,125,420

7,436,364

12,170,255

Changes in restrictions: Change in restriction by donors Net assets released from restrictions (note 11)

10,022 9,039,310

(1,118,630) (9,039,310)

1,108,608 —

— —

9,049,332

(10,157,940)

1,108,608

—

Revenues, gains and other support: Contributions Net investment gain (loss) (note 4) Change in value of split interest agreements Other

$

2016 USM FOUNDATION IMPACT REPORT

Total changes in restrictions

28

Expenses: Program services: Contributions and support for The University of Southern Mississippi Supporting services: General and administrative Fundraising Total supporting services Total expenses Change in net assets Net assets at beginning of year Net assets at end of year

$

See accompanying notes to consolidated financial statements.

Total

9,605,938

—

—

9,605,938

1,557,489 863,209

— —

— —

1,557,489 863,209

2,420,698

—

—

2,420,698

12,026,636

—

—

12,026,636

631,167

(9,032,520)

8,544,972

143,619

5,392,868

42,722,252

63,594,578

111,709,698

6,024,035

33,689,732

72,139,550

111,853,317

Consolidated Statements of Activities

THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION Consolidated Statement of Activities

Year ended June 30, 2015 Year ended June 30, 2015

$

Total revenues, gains and other support Changes in restrictions: Change in restriction by donors Net assets released from restrictions (note 11) Total changes in restrictions Expenses: Program services: Contributions and support for The University of Southern Mississippi Supporting services: General and administrative Fundraising Total supporting services Total expenses Change in net assets Net assets at beginning of year Net assets at end of year

$

Temporarily restricted

Permanently restricted

1,847,693 1,442,572 — 44,774

3,684,355 292,479 (590) 32,071

2,331,508 66,693 (99,904) 22

7,863,556 1,801,744 (100,494) 76,867

3,335,039

4,008,315

2,298,319

9,641,673

(10,614) 10,802,618

(2,046,584) (10,802,618)

2,057,198 —

— —

10,792,004

(12,849,202)

2,057,198

—

Total

11,158,123

—

—

11,158,123

1,633,572 1,071,265

— —

— —

1,633,572 1,071,265

2,704,837

—

—

2,704,837

13,862,960

—

—

13,862,960

264,083

(8,840,887)

4,355,517

(4,221,287)

5,128,785

51,563,139

59,239,061

115,930,985

5,392,868

42,722,252

63,594,578

111,709,698

2016 USM FOUNDATION IMPACT REPORT

Revenues, gains and other support: Contributions Net investment gain (note 4) Change in value of split interest agreements Other

Unrestricted

See accompanying notes to consolidated financial statements.

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FINANCIAL STATEMENTS

THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION Consolidated Statements of Cash Flows Years ended June 30, 2016 and 2015

Consolidated Statements of Cash Flows Years ended June 30, 2016 and 2015

2016 Cash flows from operating activities: Change in net assets Adjustments to reconcile change in net assets to net cash (used in) provided by operating activities: Depreciation Gain on disposal of property and equipment Fair value of donated assets Realized and unrealized losses on investments, net Receipts of permanently restricted contributions Permanently restricted dividends and interest Change in amounts due from externally managed trusts Change in gift annuities and pooled income fund Present value adjustments to annuities Transfer of property to the University Changes in operating assets and liabilities: Accrued earnings Prepaid assets and other receivables Pledges receivable, net Accounts payable

$

143,619

(4,221,287)

31,302 (2,400) — 2,220,923 (3,068,592) (73,231) (4,066,436) 17,534 71,304 25,000

56,390 (1,001) (25,000) 18,625 (2,331,508) (13,666) 39,823 6,660 12,349 90,000

(12,605) (757,799) 3,827,525 (386,803)

(7,764) 1,202,733 5,203,204 196,672

(2,030,659)

226,230

2,400 (20,318,335) 19,211,040 154,910

20,000 (20,771,737) 10,821,509 163,813

(949,985)

(9,766,415)

Cash flows from financing activities: Receipts of permanently restricted contributions Permanently restricted dividends and interest Change in investments subject to annuity agreements Annuity payments

3,068,592 73,231 (38,650) (51,803)

2,331,508 13,666 (4,467) (46,134)

Net cash provided by financing activities

3,051,370

2,294,573

70,726

(7,245,612)

1,014,651

8,260,263

1,085,377

1,014,651

2016 USM FOUNDATION IMPACT REPORT

Net cash (used in) provided by operating activities

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2015

Cash flows from investing activities: Proceeds from sale of property and equipment Purchases of investments Proceeds from sales and maturities of investments Principal payments received under direct financing lease Net cash used in investing activities

Net increase (decrease) in cash and cash equivalents Cash and cash equivalents at beginning of year Cash and cash equivalents at end of year See accompanying notes to consolidated financial statements.

$

FISCAL YEAR 2016 FACTS AND FIGURES

S TA F F H AV E S H OW N STEADFAST SUPPORT FO R T H E U N I V E R S I T Y

BY T H E I R P E R S O N A L F I N A N C I A L C O N T R I B U T I O N S !

10%

2011

32%

2012

36%

42%

45%

45%

2013

2014

2015

2016

8 NEW MCCARTY LEGACY MEMBERS In 1995, Oseola McCarty forever changed The University of Southern Mississippi with the announcement of a planned gift of $150,000 to the institution. As a washerwoman who lived frugally, this gift represented the majority of her life savings. The USM Foundation honors McCarty through the McCarty Legacy, a society that recognizes the foresight of those who are helping to secure the future of Southern Miss through planned giving.

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NEW HONOR CLUB MEMBERS The USM Foundation Honor Club celebrates the philanthropy of The University of Southern Mississippi’s most generous benefactors.

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HONOR CLUB MEMBERS ascended a level due to their continued generosity to the University.

2016 USM FOUNDATION IMPACT REPORT

OV E R T H E L A S T F I V E Y E A R S , S O U T H E R N M I S S FA C U LT Y A N D

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CH ART E R E D I N 195 9 , The University of Southern Mississippi

Foundation is a non-profit organization committed to serving the University community by overseeing fundraising efforts to raise private support for scholarships and other academic needs at Southern Miss.

The Foundation manages donor contributions from alumni and friends of Southern Miss to provide our students with the most advanced educational opportunities.

The Foundation is governed by a volunteer Board of Directors whose members serve as advocates for the University, its colleges and programs.

Foundation board members are committed to building successful partnerships with Southern Miss and its many generous supporters.

DONOR R E COGN I T I O N T H E U S M FO UNDATION HONOR CLUB The philanthropy of the University’s most generous benefactors is recognized with membership in the Honor Club when a donor reaches $25,000 or more in charitable contributions to the USM Foundation or the Southern Miss Athletic Foundation. Donors are acknowledged for giving at various levels.

T H E M C CA RTY LE GA CY The McCarty Legacy is the planned giving recognition society of the USM Foundation. Membership is reserved for those alumni and friends who have included the Foundation in their estate plans through bequests, life income gifts, trusts, life insurance policies, retirement plans or other arrangements.

AU B REY K . LUCAS S OC IE TY Named in honor of President Emeritus Aubrey K. Lucas, the USM Foundation’s Aubrey K. Lucas Society recognizes alumni and friends of Southern Miss who have demonstrated a long-term commitment to the University through consecutive years of giving to the USM Foundation.

Membership in the society is maintained by making annual gifts for three or more consecutive fiscal years, regardless of the amount.

CO N TA CT IN FO RM ATIO N The University of Southern Mississippi Foundation 118 College Drive #5210 | Hattiesburg, Mississippi 39406-0001 T: 601.266.5210 | F: 601.266.5735 | Email: foundation@usm.edu usmfoundation.com

AA/EOE/ADAI UC 75776.5210 3.17

2016

USM FOUNDATION IMPACT REPORT