The University of Toledo Foundation

2013 Annual Report

The University of Toledo Foundation

A Letter from the UTF President and Board Chair

Dear Friends:

The 2013 fiscal year was a year of innovation and growth for The University of Toledo Foundation. With an eye toward the future, the Foundation continues to evolve and advance.

In the past year, the Foundation witnessed many accomplishments, including the long-anticipated grand opening of the Gateway development project, an increase in alumni outreach programs, and a focus on enhancing communication through digital media.

In addition, our continued commitment to supporting the University in meeting its goals and opportunities included:

Amidst a challenging economy and cuts in state funding, your support has remained strong. More than ever, our partnership with you is the key to the University's ability to prosper and to successfully serve its community.

We are extremely grateful to you — the alumni, friends, volunteers, faculty, and staff — who have contributed to that progress.

Sincerely,

Brenda S. Lee
Brenda S. Lee

Brenda S. Lee
President, The University of Toledo Foundation

Hussien Y. Shousher
Hussien Y. Shousher

Hussien Y. Shousher
Chair, The University of Toledo Foundation Board of Trustees

A Letter from the UT President

Friends, Donors and Alumni,

Your University of Toledo is committed to preserving the American Dream.

Universities that are an active, permeating presence in their communities and migrate toward the "cloud university" model, those like The University of Toledo, represent our best hope for securing the values of the American Dream, which are in danger of disappearing. UT is doing its part with relationships with local, regional and global impacts.

The University's Confucius Institute and its relationship with the Hanban, a Chinese public institution affiliated with the Chinese Ministry of Education, strengthens connections between the United States and China. Similarly, UT is collaborating with the PSG Institute of Management and PSG Institute of Advanced Studies in India to broaden our understanding of global culture.

An existing relationship with the Discovery Channel for collaborative research using a 4.3-meter telescope in Arizona and a new partnership with the Institute of Astronomy, Geophysics and Atmospheric Science at the University of Sao Paulo in Brazil are expanding our cosmological explorations.

UT remains committed to economic development through Rocket Ventures and UT Innovation Enterprises working with local and regional organizations. And the University helped Chrysler organize a consortium to train workers in the fundamentals of world-class manufacturing.

The UT Medical Center was recognized for the third consecutive year by U.S. News and World Report as one of the Toledo metro area's best hospitals. In spring 2014, the Interprofessional Immersive Simulation Center will open on the Health Science Campus adding distinction in the areas of education, research and clinical care.

Rocket student-athletes continue to bring recognition to Toledo for what they do both on the field and in the classroom. The University received the 2012-13 Mid-American Conference Institutional Academic Award for the second consecutive year for the highest overall institutional GPA.

The "University Rising" Campaign has quietly reached the $50 million mark toward the ultimate goal of $200 million. With a focus on academic impact, student learning environments and interdisciplinary projects, the campaign will provide the necessary funding to drive the University's strategic directions.

Education continues to be the single most important means for attainment of the American Dream. I am honored to be joined with you — our friends, donors and alumni — in our efforts to preserve it.

Sincerely,

Lloyd A. Jacobs
Lloyd A. Jacobs

Lloyd A. Jacobs
President, The University of Toledo

Helen Brooks Gift

Late Astronomy Professor Helps UT Reach for the Stars

As UT's only astronomy professor for many years, the late Helen Brooks witnessed the department's major growth. She was there for the country's developments in the space program, which she once said gave astronomy its impetus. She was there when the (then) department of physics was renamed the department of physics and astronomy, in recognition of the growing stature of the program. Along with Dr. John Turin, she played a key role.

She was also on staff when a gift from George Ritter helped create UT's Ritter Planetarium, Ritter Observatory, and the Ritter Astrophysical Research Center.

"That allowed me, early on, to see first-hand the difference that private gifts make to a University," Mrs. Brooks said in a 2008 interview.

Consequently, she and her late husband Elgin decided to make their own major gift to establish UT's Brooks Observatory, located on the roof on McMaster Hall, in 1987. The Brooks Observatory is used by UT students taking astronomy courses and laboratories, as well as for public outreach and education in conjunction with the Ritter Planetarium.

And, before she died in 2011, Mrs. Brooks provided for the astronomy department with an additional $1.26 million trust gift.

Her planned gift establishes the Helen Luedtke Brooks Endowed Professorship of Astronomy, which will offer financial stipends and recognition to an outstanding UT astronomy professor. The trust also designated additional funding for the Ritter Planetarium and the Brooks Observatory.

Mrs. Brooks, who received bachelor's and master's degrees and an honorary doctorate from UT, said giving back to UT's astronomy program was a natural decision. "Astronomy has been my interest all my life," she said in her earlier interview, "and UT is where I've been able to take advantage of that interest."

"Helen was a great friend to UT astronomy," said Dr. Karen Bjorkman, Distinguished University Professor of Astronomy and Dean of the College of Natural Sciences and Mathematics. "She was an active supporter as well as a participant in many of our seminars and colloquia. Helen was always excited about the latest discoveries, and her enthusiasm was both infectious and inspiring."

Dr. Bjorkman said the planned gift will sustain and support the astronomy program's continuing efforts to share the latest developments and discoveries with UT students and the entire community for years to come.

"Helen's gift is a legacy gift that keeps on giving in perpetuity. There is no better way to memorialize support for UT than a final gift like Helen's," according to Paul Hood, director for planned giving. "Helen's gift gave her peace of mind at the end of her life, and she knew that she was making a difference here at UT."

To learn more about making a planned gift to benefit The University of Toledo, contact L. Paul Hood, Jr., J.D., LL.M., director for planned giving, at paul.hood@utoledo.edu or 419-530-5303.

New Parkinson Center

New Center Offers Hope for Parkinson's Patients and Families

A new facility at The University of Toledo Medical Center offers comprehensive care — along with a new sense of hope — for patients affected by Parkinson's disease.

The new 6,000-square-foot Gardner-McMaster Parkinson Center at UTMC opened this spring, following years of shared visions and plans.

The Center was funded largely by private donations, including major gifts from Findlay businessman Philip Gardner and the Harold and Helen McMaster Foundation. In addition, the Parkinson's Foundation of Northwest Ohio also raised more than $160,000 toward the costs.

Combining interdisciplinary team-approaches, clinical research opportunities, and cutting-edge treatments positions the Gardner-McMaster Parkinson Center "among leading Parkinson's programs around the world," according to Dr. Lawrence Elmer, a specialist in Parkinson's disease, professor of neurology and medical director of the Center for Neurological Health.

Parkinson's is a degenerative brain disorder affecting up to one million people in the United States. Motor symptoms include shaking, stiffness, and slowness. As the disease progresses, it may impact other aspects of brain and nervous system function, including blood pressure control, mood, and memory.

The Center offers advanced clinical treatments, experimental drug therapies that are being tested nationally and internationally as new options for Parkinson's disease, as well as a host of educational and emotional resources. Among the innovative treatments is deep-brain stimulation, involving a type of pacemaker inserted into the brain to generate electrical impulses.

"One of the critical keys we have learned over the years is the value of exercise in slowing the progression of Parkinson's and the importance of a team-care approach in combating complications of the disease," said Dr. Elmer. "The new Center increases accessibility for patients, optimizes and maximizes the care provided to our patients and their families, and places them in close proximity to physical and occupational therapists, speech and language pathologists, and other healthcare professionals who are experts in Parkinson's care."

He noted the Center's resources aren't just for patients.

"As our society on average gets older, more and more people are diagnosed with or know someone who has been diagnosed with Parkinson's. We educate family members caring for someone with this disease so they know what to expect and how to assist when needed," he said.

Dr. Elmer also emphasized his thanks to the center's donors.

"None of this would have been possible without the generosity of the Gardner and McMaster families, the Parkinson's Foundation of Northwest Ohio, and the many people who made gifts to help fight, treat, and one day cure this disease," Dr. Elmer said. "In spite of our nation's economic challenges, this overwhelming degree of community and University support is breathtaking; our commitment to people with Parkinson's disease and their families is to serve them in a way that exceeds all their expectations and to enhance their quality of life to the highest possible level."

For more information, contact the Gardner-McMaster Parkinson Center at 419-383-4405 or at GMPC@utoledo.edu.

Rockets at Heart

Dennis and Sheila Johnson Are Rockets at Heart

Dennis Johnson may not have graduated from The University of Toledo, but his relationship with UT makes him a true Rocket at heart.

Mr. Johnson, a Toledo native and the president of Brooks Insurance Agency, and his wife, Sheila, who graduated from the University in 1970, understand the effects on the community. The Johnsons raised their family of five in Old Orchard, near the UT campus. From an early age, the children benefited from their "university neighbors," from just walking and playing on campus to eventually taking classes. The University of Toledo was a positive influence.

The University continues to be a valuable resource for Mr. Johnson. A number of Brooks Insurance Agency's employees are UT graduates or have family members who attended UT. Mr. Johnson said he believes this association with the University is good for everyone.

The Johnsons can frequently be seen at University events, including those at Savage Arena and the Glass Bowl. Mr. Johnson and Brooks Insurance have been suite holders at both facilities since their inception.

The connection gives his business the opportunity to be recognized. In addition, he and his associates at Brooks Insurance are able to use the resources and bring customers, clients or friends to the games, extending the reach of the University.

"We want other people to support the University," Mr. Johnson said. "When they come here, we hope they decide to support UT by becoming fans, donating, or sending their children here."

With a recent pledge targeted for the Larimer Athletic Complex renovations and for football and basketball suites, as well as scholarships and faculty development in the College of Business & Innovation, the Johnsons' personal and business gifts now total over $1 million.

"This is a way for us to give back to an institution that has given us so much," Mr. Johnson said. "It is our way of supporting what this University brings to the community."

The support from the Johnsons, Brooks Insurance and the many people they have introduced to the Rockets has been instrumental in creating a better experience at UT.

"Denny and his wife Sheila and many of the associates of Brooks Insurance have been very strong supporters of UT and our athletic programs for many years," said Dave Nottke, senior associate athletic director for development and external affairs. "Denny is always among the first to step up and assist our program when we ask for support and we are truly appreciative of all his generosity as well as the involvement from the team at Brooks Insurance."

Most recently, Mr. Johnson has been a big supporter of UT's efforts to raise funds to renovate the Larimer Athletic Complex. He compares the Larimer project to the recent renovation of Savage Arena.

"If you have a fixed asset, you need to keep it current and relevant to attract the best and brightest," he said. "Whether we like it or not, people want to hang with winners. We need to keep current, relevant facilities to be competitive."

He added that whether his support goes to the College of Business & Innovation or the Athletic Department, it is money well spent.

"We aren't giving frivolous dollars," Mr. Johnson said. "We're giving dollars that are necessary and every dollar that is given will be used wisely."

Gateway Project Update

Gateway Development Project Becomes Student and Community Destination

Celebrating its one-year anniversary, the UT Foundation's Gateway project continues to transform the student experience, stimulate redevelopment interests within the Dorr Street commercial corridor, and has become a vibrant student and community destination. To learn more about Gateway follow the retail center on Facebook or Twitter.

New UTMC Cancer Center

New UTMC Cancer Center Offers Advanced Technology and Full Treatment

The Eleanor N. Dana Cancer Center at The University of Toledo Medical Center opened in January 2013. The new center is the region's only multi-specialty diagnosis and full treatment facility, offering the most advanced technology in the area. Patients receive all services, from consultation to diagnosis to treatment and follow-up, in a single location.

The Year in Review

July 1, 2012 - June 30, 2013

Total UTF Assets $242.6M
Endowment $356.0M
Investments under Management $383.3M
Total Contributions $12.0M
Total Support Provided to the University $13.5M

Designation of Fund Balances

Assets 2004-2013

Designation of Support to UT — 2013

Foundation Support Provided to UT 2004-2013

Annualized Investment Performance
June 30, 2013

Asset Allocation

Contributions 2004-2013