[Southern
Arizona VA Healthcare System] [University
of Arizona] [Campaign Arizona]
[The University of
Arizona Foundation ] [Arizona Health
Sciences Center]
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Resource Development
The Valley Fever Center for Excellence: Resource Development and Institutional Advancement
Resource Development both financial and otherwise is essentially the responsibility of the Board of Directors of a non-profit organization. It is the role of the Board to ensure that adequate resources are available for the organization to obtain its goals and objectives. In order to obtain financial success, normally the board of an non-profit institution will create an Advisory Board or fund-raising committee that is larger than those of private businesses as such organizations need to enlist the talents and skills of many in order to reach a wide spectrum of the community. It is imperative that such committees have as much community involvement as possible, especially in fund-raising activities. As the Valley Fever Center for Excellence (VFCE) begins this process of Resource Development it is appropriate that we develop a philosophy for the Center that gives foundation to the methodology of Donor Development. In that light, it is appropriate that we discuss the notion of Institutional Advancement. Institutional Advancement is the advancement of public understanding and philanthropic support with regard to an institution’s fundamental mission(s). Institutional Advancement is a development philosophy that suggests that one promotes or develops an awareness of and appreciation for the VFCE by:
The role of Institutional Advancement is two-fold:
In summary, Institutional Advancement is resource development, -accountable fund raising, friend raising, public relations, alumni affairs, external relations, marketing, promotion, legislative initiative and proactive communications.
The Valley Fever Center for Excellence: Community Relations and Development Committee
As part of the institutional advancement plan for the Valley Fever Center for Excellence, Campaign Arizona offers the residents of Arizona the opportunity and vehicle through which we can make an investment in education and research to help combat this natural bio-hazard to us all. The continued development and success of the Valley Fever Center for Excellence depends greatly upon the formation of a Community Relations and Development Committee as the vital link between the Valley Fever Center and the communities it serves. Thus, the Community Relations and Development Committee is crucial to the efforts, focus, and financial support of the Center and its programs.
The Valley Fever Center for Excellence and Campaign ARIZONAHow does CampaignARIZONA relate to the Valley Fever Center for Excellence? As part of the planning process for CampaignARIZONA, there was a campus-wide call for proposals. The faculty and staff responded with more than 200 proposed projects each of which would be considered a part of the Campaign. As a Level II center of the university, The Valley Fever Center for Excellence submitted a proposal entitled: Arizona's Disease, Valley Fever: Tools to Teach and Study Coccidioidomycosis.The proposal was submitted in light of the fact that Arizona's population explosion has propelled Valley Fever into a conspicuous public health problem for the state's residents and visitors. More infections occur in Arizona than in any other state. In addition to drawing attention to the importance of Valley Fever, the purpose of this center is to support the world's finest research and medical care for this disease. Areas of immediate opportunity include vaccine development, antifungal drug discovery, and gene therapy. Thus, under the auspices of the Vice President for Research and the Arizona Research Laboratories, the Valley Fever Center for Excellence proposed a fund-raising proposal for capital projects, educational and research endowments, research projects, and clinical care activities.
How to Make a Gift to the Valley Fever Center for Excellence through Campaign Arizona Donors can support the Valley Fever Center for Excellence of the University of Arizona with many different types of gifts. Gifts of cash or marketable securities from an individual, a family foundation, a corporate matching donor, or other source, are the easiest for the donor to make and provide the most immediate benefit to the Valley Fever Center for Excellence and Campaign Arizona. More complicated but worth exploring are gifts of real estate or tangible personal property. Gifts of cash or marketable securities can also be made which allow the donor to retain some of the income, while benefiting the University over the long term. Following are some of the ways of giving to Campaign Arizona. An outright gift of cash is a preferred way to support the Valley Fever Center for Excellence and Campaign Arizona. Gifts can be made all at once or pledged over a period of up to five years. Pledge payments need not be made in equal installments; you may use a period of five years to plan out your gift to fit your particular financial circumstances. To make an outright gift, send a check or money order to: Valley Fever Center for Excellence: Campaign Arizona, The University of Arizona Foundation, PO Box 210109, Tucson, AZ 85721-0109. Checks should be made payable to The University of Arizona Foundation or The University of Arizona. Please attach a note indicating that the Valley Fever Center for Excellence is the designated recipient. For further information, please call the Valley Fever Center for Excellence at (520) 629-4777 or the Campaign Arizona office at (520) 621-9076, or send e-mail to campaz@al.arizona.edu. APPRECIATED SECURITIESFavorable tax benefits are generated by contributions of appreciated,
long-term capital-gain securities. A gift of long-term appreciated securities
(owned for more than 12 months) receives a tax deduction for the fair market
value at the time of the gift. Capital gain tax is avoided. Gifts of short-term
appreciated securities (owned for 12 months or less) are deductible only in the
amount of the cost basis, not the fair market value. Gifts of restricted
securities or stock in a closely held corporation are subject to review and
acceptance by The University of Arizona Foundation. Matching gifts from corporations are a substantial and welcome way for donors
to help the Valley Fever Center for Excellence and the University of Arizona
obtain additional gifts. Matching gifts, directed for the same purpose as your
gift, will be credited to the Valley Fever Center for Excellence as an
additional contribution over and above your personal gift or pledge. Many individuals have access to family foundations through which they can direct support for the Valley Fever Center for Excellence. While the family foundation is credited with any gift, the individual responsible for the gift can receive "associated credit." Donors may work with the Valley Fever Center for Excellence directly or contact the Campaign Arizona Office at (520) 621-9076, or send e-mail to: campaz@al.arizona.edu, or by writing Campaign Arizona, The University of Arizona Foundation, PO Box 210109, Tucson, AZ 85721-0109.Individuals who have suggestions about possible gift opportunities through private or corporate foundations, should contact:
Ken Bacher, Director, Foundation Development A life income gift allows you to make a significant gift to the Valley Fever Center for Excellence while receiving an income for life. Benefits include state and federal tax deductions, increased income from low-yield stock, and possible avoidance of the capital gain tax on gifts of long-term appreciated property. You can also name a second income beneficiary, reduce or eliminate the estate tax on the assets given, and establish an endowed fund in perpetuity at The University of Arizona Foundation in your name or in memory or honor of another. plangift@al.arizona.edu This gift-planning vehicle allows you to shield more of your accumulated
wealth from gift and estate taxes and make a current gift to the Valley Fever
Center for Excellence through Campaign Arizona. It is one of the most powerful
estate planning techniques available today. Under this plan you would
irrevocably transfer assets to a trustee and provide that payments be made to
Campaign Arizona for a certain number of years. Then the principal would be
distributed to your children, grandchildren, or other heirs. The principal
passes to your heirs at greatly reduced gift- and estate tax rates and
sometimes escapes them altogether. For further information, contact The University of Arizona Foundation appreciates gifts of real estate. Since
there are potential risks for the Foundation such as marketability,
environmental concerns, and hazardous waste problems, the Foundation will move
very carefully in accepting such gifts. Charitable deductions are determined by
a "qualified appraisal" provided by the donor at the time of the gift
transfer. Outright gifts and partial interest gifts may be possible. For further
information, contact OTHER GIFTS OF TANGIBLE PERSONAL PROPERTY In certain circumstances The University of Arizona Foundation or The
University will accept gifts of tangible personal property. As with gifts of
long-term appreciated securities, you are usually entitled to a charitable
deduction for market value of works of art, rare books, stamp or coin
collections, etc. The extent of the allowable deduction for a gift of such
property is dependent upon the so-called related use rule. If the property
given is related to the exempt purpose of either the Foundation or the
University, then a charitable deduction for the full fair market value of the
property is allowed. If, however, it is unrelated to our exempt
purposes, then the deductible amount is limited to cost basis. Note: When the
donor is the creator of the contributed tangible asset, the deduction is
limited to the actual cost of producing the asset. For further information,
contact Donors with other types of assets, such as stock options, pension plans,
copyrights and royalties should contact The University of Arizona Office of
Finance & Administration to determine whether a gift is possible. For
further information, contact When you specify The University of Arizona Foundation as the owner and
beneficiary of a paid-up policy, the charitable deduction is for the
policy's cash surrender value or net premium paid on the policy, whichever is
less. The Foundation credits paid-up policies at a value approximately equal to
the cash surrender value of the policy. If the policy is not fully paid-up,
credit is equal to the cash surrender value and any subsequent premium payments
made through the Foundation during the pledge period. Any subsequent premiums
are tax deductible. The Foundation may elect to liquidate life insurance
policies, and evaluates each policy on a case-by-case basis. For further
information, contact GIFTS THROUGH YOUR ESTATE PLAN The following suggested testamentary language is for your review and use in providing for a gift to The University of Arizona Foundation for the benefit of the Valley Fever Center for Excellence. This language is not intended as legal advice and should be reviewed by independent legal counsel. We also encourage you to contact the University of Arizona Foundation so that they may assist you in the drafting of the language so that it fulfills your wishes and desires.
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