upper iowa university 2017 - uiu.edu annual donor report fy 2017...dennis & marlene murdock...

FISCAL YEAR-END REPORTJuly 1, 2016 to June 30, 2017

UPPER IOWA UNIVERSITY 2017

Changing Lives, One Student at a Time

Andrew J. Wenthe ’12Vice President for External Affairs

Richard AndresBoard of Trustees Chair, Advancement Committee

On behalf of the Board of Trustees, President Bill Duffy, and the faculty and staff of Upper Iowa University (UIU), we are excited to share the 2017 Donor Report as part of the Winter 2018 edition of The Bridge. This report provides an overview of giving to the University during the past fiscal year ending June 30, 2017. We also provide an update on several initiatives and announce a new and exciting way we will recognize donors to UIU.

As evidenced by its inclusion in the recently adopted Destination 2022 Strategic Plan, creating a “Culture of Giving, Service and Engagement” is a priority at UIU. The support of our alumni and friends is critical to our being able to continue to thrive as a University and effect positive change for our students. We know you have many options when considering what causes and organizations to support, and those who continue to make UIU a philanthropic priority humble us.

For this reason, we are proud to recognize within these pages those who support UIU. We are pleased to announce that many of our donor initiatives are taking root and helping us to instill a culture of giving. Our annual Donor Club program set a new record for membership this year. In addition to a 17 percent increase from last year, more than 400 donors achieved Donor Club status. We added to our Heritage Society as new individuals named UIU in their estate planning or documented their intentions to do so. And a first-ever UIU Giving Day was conducted during which we far surpassed our goal of receiving gifts from 160 donors in commemoration of our 160th Anniversary.

These exciting initiatives, in addition to many others, continue to propel UIU forward. The new UIU Loyalty Society will be officially launched later this year and will allow us to recognize those who make giving to UIU an annual tradition. This is a “good habit” we hope more will “take up” through the Loyalty Society!

Please take time to closely review these pages and see how UIU is being transformed by the generosity of the Peacock family. If you are already a donor recognized in this report, thank you, and we hope you continue to provide support. If you have not yet committed to be a UIU donor, we hope you will be inspired and convinced to make it a priority to become one. Your gifts are truly helping us to change lives, one student at a time!

As always, should you have any questions about information provided in the Donor Report, please do not hesitate to contact the Office of Institutional Advancement and Alumni Development. We want to hear your input and suggestions.

Thank you, and go Peacocks!

YOUR GIFTS MAKE A Difference

We continue to be amazed by the number of generous donors who make up our annual Donor Club program. It is our pleasure to recognize and thank more than 400 individuals, businesses and organizations who are committed to showing their support for Upper Iowa University year after year. We are pleased to share that Donor Club participation increased by 17 percent from last year and look forward to continued growth in this program.

Club members may choose to direct their gifts to any UIU charitable cause. A variety of exclusive perks and VIP experiences are offered to members of each of the six clubs as an expression of our gratitude.

It is obvious members are passionate about the growth of Upper Iowa University, and we are proud to showcase this distinguished group. The following page showcases our 2017 Donor Club members.

For more information or to learn how to add your name to this list, visit uiu.edu/DonorClubs.

JOIN A Donor ClubContributors Club – $250• Gift of appreciation

Peacock Patron Club – $500• Gift of appreciation• Early access to The Bridge magazine

True Blue Club – $1,000• All Peacock Patron Club benefits• Signed certificate from UIU president

1857 Club – $2,500• All True Blue Club benefits• Two VIP suite experience passes for home football games• Two complimentary tickets to the annual President’s Ball

Limestone Club – $5,000• All 1857 Club benefits• Exclusive club gift

Alexander Club – $10,000• All Limestone Club benefits• Elite club gift

Annual Donor Club Participation

0

30

60

90

120

150

Fiscal Year 2015 (391 members)



Alexander Club ($10,000+)

3833 34

Limestone Club ($5,000-$9,999)

179 10

1857 Club ($2,500-$4,999)

31 28

53

True Blue Club ($1,000-$2,499)

101

83

100

Peacock Patron Club ($500-$999)

8795 93

Contributors Club ($250-$499)

125 125

98

Clu

b Be

nef

its

ALEXANDER CLUB: $10,000 +Charles & Janet Andres Richard & Christine Andres William & Betty Andres Foundation Genevieve Baker /

Westview Apartments Corporation Bruce Campbell Estate Foster Cass Bill & Deanna Cook Bill & Sharon Duffy Beverly Evans Steve & Diane Harms Iowa College Foundation Iowa Dept. of Natural Resources Iowa Dept. of Transportation Scott & Bobbi Lebin Roger & Alice Mangan Don & Pauline McGuire Richard Nihart James Olsen Estate Dr. James Parker Jim & Ronda Parsons J. Paul & Sharroll Richards Marshall Richards Pamela Whitmore & Fred Koch

LIMESTONE CLUB: $5,000 –$9,999Bucket Media Inc. Deloitte Foundation Edward Jesle Gail Moorman Behrens Publishing Concepts Inc. Register Media Sid Samuels / Samuels Group Inc. Glenda Underwood-Mariani

& Dominic Underwood

1857 CLUB: $2,500 –$4,999Arvest Asset Management /

Arvest Trust Company Assurance Agency Ltd. Drew & Kimberlea Baker Dan & Bev Beevers Richard Bleil John & Claire Brophy Chris & Taralyn Brown Jim & Vickie Bushkofsky Peter & Laura Clemens Matthew & Billie Cowley

Davis Brown Koehn Shors & Roberts P.C.

Darwin Dean Josem Diaz Michael & Denise Duffy Patrick Duffy Donald & Barb Ehlers Bob & Betty Firth Lois Gambill Gray Plant Mooty & Bennett P.A. Thomas & Melanie Hallisey / East Loop Chiropractic Clinic Inc. Mark & Susan Haltof Alice Hart Edward & Jean Hupfer Jenzabar Inc. Kip & Eileen Knight Dr. Darrel Lang David Manuta LaVerne McCoy Dennis & Marlene Murdock Michael & Sandra Prochaska Lucile Roberts Estate David & Connie Sanger Murtuza & Seema Siddiqui Edward Smith State Farm Company Foundation Theodore & Karen Steege Ron & Mary Ann Stevens Eleanor Swent Lowell Tiedt Andrew & Elissa Wenthe Windstar Lines Inc. Kurt & Jennifer Wood

TRUE BLUE CLUB: $1,000 –$2,499Adams Family Foundation of

Nora Springs, Iowa American Legion of Iowa Foundation Lyndsay & Tony Ampe Aramark Services Inc. Stephen Arneson Grady Ash J. Kevin Berner Ismael BetancourtRobert & Nancy Betz Allan & Kristin Bevans Bob Brown Chevrolet

Donald & Pat Brattebo JoAnn Bruns Mark & Joni Burling Jeffrey & Annette Butikofer Donald & Cynthia Carpenter Ken Charlton Clear Brook Energy Services LLC Chas Daker Dorothy Duffy Stuart & Roberta Dunkel Janet & Warren Dunkel Mike & Joy Eischeid Kerry Etzel Randy Fehr Frank J. Carroll Farms Jack & Sue Frey Phillip & Diane Gassman Geile/Leon Marketing Communications Donna Hartman Jann Henkes Joan Hiller Sheri & Dean Horner IBM Matching Grants Program Jim Jacobs Jake & Marla Jacobson T.J. & Angie Joseph Max & Beth KirkMegan Kohr Kirkland & Ellis Foundation Barry & Lisa Klostermann Rick & Jane Knipper Adrian & Lori Knuth / KnuthLawOfficeArt Kossack Christopher Sr. & Tiffany Kragnes Rudolph & Marty Kraus Deidra le Roy Marc & Lynn MacTaggart David & Brooke Manion Brad & Melissa Mattear Linda & Earl Matthews Ken & Paula McKenna Matt & Cynthia Mickelson Faye Moore Ezekiel Morris / EMA Investments LLC Michael & Marianne Murphy

Gundersen Palmer Lutheran Hospital and Clinics Richard Patrick Frederick & Cynthia Perry Thomas&AnnPfisterPodiatry Associates PC Denise Probert Bloom Garrett & Charlotte Rickman Rockwell Collins Matching Gift Program Michael & Teri Lee Salmons Keith & Debby Scholle Einar Seadler Larry & Tracey Seals Debra & Michael Shelton Mark Slinden John & Mary Stavnes Richard & Elizabeth Stoner Gregg Thompson Thunder Logistics LLC Consuela Washington Jeri & Debbie Watson Betty Whitesell Robert & Margaret Williams Kenneth Williams Woolverton Printing Company PEACOCK PATRON CLUB: $500 –$999 A-1 Storage & Crane Service Inc. Diane & Andrew Anderson Naomi Aziz Mary & Bill Adams David & Shelley Bergren Scott & Barbara Best Sylvester & Emma-Jean Blank Dennis & Judy Brumm Larry & Barbara Buchanan Maureen Busta Mary & Shri Cheddie Celestine Clark Classic Home Remodeling Inc. Thomas & Carol Crandall Janeice Czarnecki Brian & Jane Doerscher Mary Dozark Dennis & Judy Dumermuth Gregg & Judy Eschweiler John Falb Kathy & Chuck Franken

THANK YOU, DONOR CLUB MembersTheannualDonorClubrollcallrepresentsdonorswhogavewithinfiscalyear2017.*

Carol & Scott Gast Jerry & Barbara Gazaway Brian Gustafson John & Julie Hallquist Louis & D. Darlene Halverson Richard Harris Paul & Jane Hart Bill & Carole Hess Frank & Bettie Huff / A H & H Corp. Brandon Hunt Curt & Kim Hynek Betty Jensen Estate John Ruan Foundation Trust Joseph Keith Kenyon Quarries LC Mike & Tracy Kerns / Kerns Company Inc. Joseph Koppenhaver Brad Kuboushek Land O’Lakes Foundation Nancy Lennarson Gerald Linder Frank Lipscomb MARCO Inc. Michele Matt / Inspiring Solutions Inc. Kata McCarville Don McComb Douglas & Tamara McReynolds Johnny & Norma Murray Bill & Louise Murray Ben & Gwen Pagel Paul & Sheri Parker Mark & Karla Peiffer Gina Pitz Joan Poor Vince & Marcia Popolizio Principal Financial Group Becky Read Kirk & Jane Rentschler Douglas & Emily Schumacher Schwab Charitable Fund Louise Scott Al & Jan Seabrooke Nick Serra Timothy & Lou Anne Sexton Sexton Printing Thomas Shea Serge & Paula Sisler

David & Debra Skare South Winn Athletic Boosters Anita Swanson Kenneth & Donna Tedford Brett & Liz Walderbach / Voya Foundation Andrew Weissman Dexter Westrum Neil & Heidi Wilkinson Brock & Becki Wissmiller Tim & Holly Wolff

CONTRIBUTORS CLUB: $250–$499Leslie Anderson Wayne & Nancy Anderson Graeme & Jenene Armstrong Dayna & Scott Baker Bank 1st Randall & Joan Beyer Jeanne Blaes Marie Bush Kathryn & Rajesh Chopra Jim Clark Kyle Clark Jim Collins Joyce Dahlquist Thomas Debaets Norman & Mari DeLong Daniel & Kimberly Dingbaum Delbert Disselhorst Christine & Leo Dondlinger Chelsea Dowell Larry & Carolyn Erenberger Al & Sylvia Fenneman First State Bank - Sumner Michael Frye Betty & Art Fudge Julie & Martin Games Karla & Ray Gavin Mike & Jodi Geiger General Electric Foundation Glenn George Robert & Sally Glenn Gourley, Rehkemper & Lindholm PC Thomas Gray Ty Grunder Kari & Eric Gunderson Armon Haagen

Havener Insurance & Financial Services Tim & Michelle Havenstrite /

Cabo Blue Carl & Karen Hawkinson Nicole Henry LaVerne & Cheryl Herzmann Larry Houston Richmond & Janeta Izard Nancy Johnson James & Jo Ann Johnson Larry & Janice Kaberle Carol Katsumes Larry & Teresa Klostermann Daniel & Rebecca Kruse L & P Painting Co. Michelle & Robert Lane Gene Lasuere Daniel & Angie Leete Lanis & Lynn Lenker Robert Levendusky Amanda Lindberg-Aganga Brenda & Cory Luzum Mark & Lou Anne Malak Martin Bros. Distributing Co. Inc. Donn & Pauline Marvin Joe & Jeri McGillicuddy Mitch & Georgia Mitchell Morgan Stanley Tim Neville Cheryl & Gary Northrop Shelley & Wayne O’Brien Michael O’Connor Tom & Renae O’Neill Mark & Susan Parker ParkerHannifinFoundationMatthew & Lesa Parmely Joe & Jane Paulus Kenneth & Shirley Peckosh Marlene & Stephen Picone Jesse & Kimberly Pleggenkuhle Bill & Janet Prochaska

Sue Regan Regions Financial Corporation J.R. & Penny Richardson RitePriceOfficeSupplyBill & Mary Roths Kevin & Linda Roths Vivian & Mike Rourke Rebecca Schmidt Storm & Shea Schmitt Mariea & Ken Schnor Michael & Shannon Schumacher Jeff Scott Scott Pharmacy Todd & Melanie Shaull Andrew & Latisha Smith Matthew Snitkey Maurice Speirs Daryl & Debra Steen Bradley Sweeney Ann & Kelly Testolin Howard & Jennifer Thompson John & Judy Tierney Pamela Timmons TriMark Margaret Van Houten Waldo & Rita Walker Ron & Julie Webb Wells Fargo Bank, N.A. Wells Fargo Foundation Millicent & Sam Wiese Jennifer WingMargaret Woolley Steven Wulfekuhle Kari & Mike Yauk Brenda & Philip Zofrea

Thank you!*Contributions include outright gifts, in-kind gifts and pledge payments (not pledge commitments) made from July 1, 2016, through June 30, 2017. Every effort has been made to ensure the accuracy of this UIU Donor Club list. If an error has been made, please contact the Alumni Office at 563-425-5388 so we may resolve any discrepancies.

FINANCIAL Reporting

Annual Fund Donations

Total Charitable Donations

1. Give online at uiu.edu/give.

2. Text to give! Simply text the amount you’d like to give to 563-362-9795.

3. Process your payment over the phone by calling the Alumni Officeat563-425-5388.

4. StopbytheAlumniOfficeinParker-Fox Hall at the Fayette Campus during normal business hours.

5. Send a check made payable to “Upper Iowa University” to the address listed below.

Upper Iowa University Institutional Advancement

& Alumni Development605WashingtonSt.

P.O.Box1857Fayette,IA52142

Phone:563-425-5388Email: [email protected]

5EASY Ways to Give

Contact Us

2013

$289,484

2014

$349,225

2015

$372,868

2016

$336,874

2017

$298,714

$500,000

$400,000

$300,000

$200,000

$100,000

$0

2015

$3,126,102

2014

$3,441,512

2013

$2,236,998

2016

$4,200,429

2017

$1,750,551

$4,000,000

$3,000,000

$2,000,000

$1,000,000

$0

$5,000,000

Alumni$833,284.92

Board of Trustees$15,151.80Employees

$71,794.12

Foundations$415,276.72

Friends and Other$358,607.74

Government$35,902.64

Matching Gifts$27,847.44

Parents$9,037.40

Academic Divisions$45,741.18

Athletics$117,971.76

Endowment Programming and Scholarships

$548,339.03

Other$118,835.71

Capital$610,394.84

Unrestricted Scholarships$325,615.26

Allocation of Donations – Fiscal Year 2017

Source of Donations – Fiscal Year 2017

*Individualsfallingintomultiplecategories (e.g., board of trustee members who are also alumni) arecountedasalumnifirst.

GIVING DAY 2017

“As alumni we have the option to play

a very important role in the University’s growth and future.

By giving back to UIU, I am able to help ensure that future Peacocks

have just as great of an experience as I did!”

- Sarah Topliff ’14

A sincere thank you to all of our alumni, parents, students, faculty, staff and friends from around the world who came together on April 27-28, 2017, to make the 36-hour, online giving challenge a huge success! Together, we far surpassed our goal of receiving gifts from 160 donors in commemorationof UIU’s 160th anniversary.

71 Friends 3 Parents

17 Students116 Faculty

& Staff

154 Alumni

361Donors

43Designations

$$81,215Dollars Raised

Student Life - Cabby Dean’s Fund

#StepUpUIU

12Challenges Unlocked

School of Science and Mathematics - Churbuck Dean’s FundSchool of Liberal Arts Dean’s Fund

School of Business Dean’s FundAndres School of Education - Betty’s Team FundPeacock Athletic FundTeam PeacockClass of 2017Annual Fund

Jim ’74 & Vickie Bushkofsky

Pam Whitmore ’65

Christiana Atteberry ’17

Tim ’16 & Holly ’10Wolff

Save the Date: April 25, 2018

Targeted funds included:

And many more!

Donors included:

PHONATHONContributions to the Upper Iowa University Annual Fund lead to extraordinary opportunities for UIU students across the United States. Your gifts, especially unrestricted gifts, create flexibility in the overall budget, as tuition provides only a portion of the actual cost of educating a student. As a result, your contribution to the UIU Annual Fund is changing lives and making a direct impact on student success.

Each year, your commitment and participation speaks volumes! Last year, our Phonathon callers raised more than $64,000 with the generous help of more than 800 donors. Reflect back on your days as a Peacock, and pay it forward so others can learn, grow and benefit from all UIU offers.

To make a gift to the Annual Fund, go to uiu.edu/give or contact Director of Annual Giving Naomi Aziz at 563-425-5966 or [email protected].

Our Phonathon team is dedicated to serving you! Our goal is to verify and update your information so you can remain connected and engaged with Upper Iowa University.

We love to hear about your Peacock experience and all your fondest memories. We’ll also share the latest alumni news, University initiatives, volunteer opportunities and upcoming events in your area.

Lastly, we are honored to play a vital role in University fundraising by securing gifts from generous donors. When you answer our call and support the UIU Annual Fund, you help our team achieve our goal!

(From left) Kjerstin Miller, Shannon Nix, Hunter Slifka, Khyra Shirk, Leah Holman, Khyrie Moss, Kim Yeoh, Dajah Lee, Erica Kelly, Linda Trujillo, Amere Dozier and Timothy Backett. Not pictured: Devin Havener, Bronwyn Miller, Amonta Hall and Aria Weaver.

Greetings from the Phonathon Team!

MEET Devin Havener

“Being a Phonathon caller gives me the pleasure to speak with alumni about their UIU experiences. I enjoy hearing why they chose UIU, activities they were involved in, and classes and professors they will never forget. Not only am I able to make connections with alumni and get to know them on a more personal level, but I’ve also been able to enhance my communication skills.

“Recently, I called an alumnus who remembered my name and even our conversation from the year before. Nights like those are the ones that I enjoy the most. This job has also made me realize how grateful I am to be gaining my education at Upper IowaUniversity.It’simpressivetoseehowthefinancialsupportfrom former Peacocks impacts me and other students right now. I am thankful for their generosity, and I am beyond proud to be a Peacock.”

Class of 2020 | Psychology and Art Major | Phonathon CallerCheerleading - Kappa Zeta Tau - Art Club (president)

Peacock Entertainment Crew - Peacock Alumni Student Tradition (secretary)Peacocks for Progress - Writing Center (consultant)

Spring Phonathon Campaign Calling Dates Feb. 4 - March 31, 2018

HERITAGE Society

Dr. Marcia K. Anderson Wayne & Nancy AndersonWilliam&BettyAndres*Stephen ArnesonDarrel*&GladysArthurRobert & Sharon AshCarleton*&GenevieveBakerRuthBaker*Robert & Bonnie BassettRonald & Sue BergfeldDonald & Pat BratteboOrville&FranBunting*Robert & Kathryn BurrPaula CameronBruceCampbell*Phyllis CarpenterMarvinChevalier*Vicki & Ronald CollumBarbaraCsomay*ElvaDavies*Darwin DeanDennis & Judy DumermuthAllan & Rosalinda EkstromMaureen EndersKenneth & Sharon EricksonChris*&BethFarougiRobertFox*Raymond“Jack”Gager*BessGreenley*LaVonneGutches*Chrystol&OliverHansen*MargaretHanson*Richard&Georgieanna*HarrisJacquelinnHawkins*Susan & Bernie HaySteve & Jennifer HeerenLouiseHerring*Vance“Bud”*&RitaHolleyCraig JacksonBettyJensen*LawrenceKancius*Mary&DonaldKimball*Rupert & Margaret KneefCarlton&MaxineKnight*Kip & Eileen Knight

THANK YOU HERITAGE SOCIETY Members

“Upper Iowa’s off-campus degree program allowed me to pursue my degree as a nontraditional student. The education I received at Upper Iowa had a direct correlation to the success in my career. Through our estate planning, my wife and I have set up an endowed scholarship fund so that future students may take advantage of the many opportunities an education at Upper Iowa affords.”

-Ken Erickson ’83

Distinguished members of the Heritage Society have made a formal commitment to the University acknowledging they have included Upper Iowa in their estate plans or another type of planned gift.

Individuals who desire to include Upper Iowa in their estate plans are encouraged to consult with their financial advisers to draw up necessary documentation. It is beneficial for UIU to be aware of specific intentions so we can ensure the donor’s wishes are carried out.

The Heritage Society is a wonderful way for alumni and friends to ensure their legacies will continue and that generations to come may benefit from their generosity. Members also receive special recognition during Homecoming.

To learn more about planned giving to UIU, please contact Vice President for External Affairs Andrew Wenthe at [email protected] or 563-425-5348.

Every effort has been made to ensure the accuracy of this Heritage Society list. If an error has been made, please contact the Alumni Office at 563-425-5388 so we may resolve any discrepancies.

Rudolph*&MartyKrausStanLee*Roger & Alice ManganWilliam & Agnes MaurerBeckyMaxson*Douglas & Tamara McReynoldsWilliamMerkle*Albert MontgomeryWarrenMorgan*William & Louise MurrayWilliam*&SandraNaylorTim NevelleLilian&SolOestreicher*JamesOlsen*Frederick & Cynthia PerryLorna & Lyle PetersonTaras “Terry” & Sandra PowroznykJohnRippe*LucileRoberts*Elizabeth“Betty”Ryan*Steven SalesDavid SchlotterbackVictor&EvelynSchmidt*Louise ScottDale & Susan SevigSerge & Paula SislerEdward&Kelli*SmithPamela SpearRobert & Marie SteinburgKaren StinsonLeora&MerleSullivan*Anita SwansonVicki & Eric TerpeningEverett&MarthaJanWeissbrodt*Churchill“Church”&MarvalWilliams*Kurt & Jennifer Wood* deceased

uiu.edu/HeritageSociety

Andres Business Scholarship EstablishedbyBettyR.Andres’46in2006Total recipients: 19

Andres Education ScholarshipEstablishedbyBettyR.Andres’46in2006Total recipients: 17

Babcock ScholarshipEstablished by the Estate of Mary E. Babcock in 1972 Total recipients: 6

Belknap Baker Family ScholarshipEstablishedbyGenevieveBaker’36in2006Total recipients: 10

Dr. G.C. Baker Memorial Scholarship in ScienceEstablished by Mrs. Thelma Tidgewell Baker Rick in1959Total recipients: 43

William F. Baker Science MemorialEstablishedbytheBakerfamilyin1953 inhonorofWilliamF.Baker,classof1893Total recipients: 27

Beecher Beal and Bertha Beal Roberts /Thomas R. Roberts Student ScholarshipEstablished by Dr. Mary Margaret Roberts, Col. Lucile M. Roberts and Mrs. Ruth E. Roberts in2009Total recipients: 11

Charles G. Bell Scholarship in ArtEstablishedbyCharlesBell’67in1993Total recipients: 25

Joe & Janet (Olson) Brady ScholarshipEstablishedbyJoeandJanet’42(Olson)Bradyin1999Total recipients: 18

Ivadell Brause Memorial Endowed Scholarship in EducationEstablishedbytheBrausefamilyin1990inhonorofIvadellBrause’21Total recipients: 55

Bruce I. Campbell Endowed ScholarshipEstablishedbytheCampbellfamilyin2006 inhonorofBruceI.Campbell’69Total recipients: 11

Foster Cass Foundation Student ScholarshipEstablishedbyFosterCass’41in2009Total recipients: 8

Caudle-Holmes ScholarshipEstablishedbyVerda(Caudle)Holmes’34 in1992 Total recipients: 34

Lew Churbuck ScholarshipEstablishedbyLewisChurbuck’67in2007Total recipients: 7

Clark / Bowen Endowed ScholarshipEstablished by UIU in honor of Dr. Charles B. Clark and Roger Bowen Total recipients: 4

The John and Reta Coleman Achievement in Science Award Established by Dr. Richard W. Coleman in1997Total recipients: 12

Beulah Combs Thompson ScholarshipEstablished by the family of Beulah Combs Thompson’13in1972Total recipients: 37

Ron Crooker Facilities Endowed ScholarshipEstablishedbyBettyAndres’46andherfamilyin2014inhonorofRonCrooker’02Total recipients: 4

Csomay Endowed ScholarshipEstablishedbyBarbaraR.Csomay’46 in2009Total recipients: 7

Blanche Cole Gloss Memorial ScholarshipEstablishedbyBlancheColeGloss’23 in1987Total recipients: 28

John William Dickman Endowed Scholarship Established through anonymous donations in1993inhonorofJohnW.DickmanTotal recipients: 25

Dr. J. M. and Zinita Dickman Murphy ScholarshipEstablished through the Estate of Zinita Dickman Murphy’18in1996Total recipients: 21

The John William Dickman PrizeEstablished by Mrs. Adella Maltbie Dickman in1939Total recipients: 160

Lucille Dickman ScholarshipEstablished by the Trust of Milo Maltbie, classof1892,in1995inhonorof LucilleDickman’22Total recipients: 135

Eischeid Athletic ScholarshipEstablishedinhonorofEverett“Eb”Eischeid’38Total recipients: 1

Drs. Eugene E. and Mildred Everts Garbee AwardEstablishedthroughmemorialgiftsin1968Total recipients: 27

The Excellence in Education ScholarshipEstablished by faculty, staff and friends of UpperIowaUniversityin2007Total recipients: 4

Extended University ScholarshipEstablishedin2010Total recipients: 24

Faculty Appreciation Scholarship given by Tesoriero, Foley, WoodEstablishedin1993byDr.RichardTesoriero’77,Dr.DonaldFoley’76andDr.KurtWood’76Total recipients: 35

ENDOWED ScholarshipsOne incredible way you can ensure UIU students will always have access to scholarships is to create an endowed scholarship. The endowed fund is wisely invested by UIU. Interest earned is used to grow the endowment and scholarship award amounts are distributed in accordance with the UIU spending policy. Donors who establish these types of scholarships are proud that their gifts to the University will be utilized to support generations of students to come.

Thomas Parker Goebel and Helen Goebel ScholarshipEstablishedbyThomasParkerGoebel’45 andHelenGoebelin1993 Total recipients: 93

The Dr. Austin J. Goldsmith Book ScholarshipEstablishedbyDr.AustinGoldsmith’99 in2005 Total recipients: 13

William F. and LaVonne I. Gutches Student ScholarshipEstablished through an estate gift by LaVonneI.Gutchesin2009inhonor ofWilliamF.Gutches’29 Total recipients: 24

Linda Haines Endowed ScholarshipEstablished in memory of Linda Haines in2012 Total recipients: 6

The Margaret (Hall) Moore Endowed ScholarshipEstablished in memory of Margaret (Hall) Moore’40in1996Total recipients: 20

Dr. Louise P. Herring ScholarshipEstablishedbyDr.LouiseHerringin1984Total recipients: 84

Herz ScholarshipEstablished by Mr. and Mrs. Nathanial Herz in1930Total recipients: 77

Hilton / Khoury Scholarship for DiversityEstablished by Adriel Hilton and Melik Peter Khouryin2011Total recipients: 6

Irene Humphry Anderson Scholarship in EnglishEstablishedbyIreneHumphryAnderson’34 in1992Total recipients: 26

Mrs. Ina Johnson Memorial ScholarshipEstablishedbytheJohnsonfamilyin1978Total recipients: 39

Ralph Kauten Endowed ScholarshipEstablishedbyRalphKauten’69in2012Total recipients: 5

Paul “Spike” & Merriam Kelly ScholarshipEstablishedbyfriendsofPaul“Spike”’24 andMerriamKelly’24in1987Total recipients: 29

The Brooke Kerns Endowed ScholarshipEstablishedbytheKernsfamilyin2006Total recipients: 11

Mary Kimball ScholarshipEstablishedbytheKimballfamilyin2006 in honor of Mary Kimball ’56Total recipients: 12

Carlton W. Knight and Maxine R. Knight Endowed ScholarshipEstablishedbyDr.Kip’62andEileenKnightin2004inhonorofCarltonW.andMaxineKnightTotal recipients: 8

Scott and Bobbi Lebin Endowed ScholarshipEstablishedbyScott’64andBobbi’65Lebin in2012Total recipients: 5

Irma K. Ledgerwood Endowed ScholarshipEstablishedinmemoryofIrmaK.Ledgerwood’22in1997Total recipients: 16

McCoy Endowed Scholarship in Honor of Martha WeatherspoonEstablishedbyLaVerneMcCoy’98and familyin2016Total recipients: 1

Mike McCready ScholarshipEstablishedtohonorMikeMcCreadyin2000Total recipients: 17

Dr. Gary McVicker ScholarshipEstablished by Dr. Catherine McVicker in2010inhonorofGaryMcVicker’63Total recipients: 6

Joe Menges Scholarship in Business AdministrationEstablishedbyJoeMengesTrustin1959Total recipients: 44

Military Family FundEstablished to honor U.S. military personnel in2014Total recipients: 5

Martha M. Moeller ScholarshipEstablished by the Henry George Mackintosh Foundationin2014Total recipients: 2

Helen J. Monserud Scholarship in SociologyEstablished to honor Helen J. Monserud in1977Total recipients: 29

Charles Morgan ScholarshipEstablishedbytheMorganfamilyin1988 inhonorofCharlesMorgan’42Total recipients: 27

Warren W. Morgan Scholarship for Business MajorsEstablishedbyWarrenW.Morgan’38in2006Total recipients: 8

Northeast Iowa Charitable Foundation ScholarshipEstablished by the Northeast Iowa Charitable Foundationin1997Total recipients: 112

Mrs. Richard Otley Improvement AwardEstablishedthroughgiftsin1963Total recipients: 79

Pande ScholarshipEstablished by Mr. and Mrs. Lawrence Pande Jr. in1990Total recipients: 63

Dr. J. D. Parker and Nellie K. Parker ScholarshipEstablishedbyMrs.EleanorParkerFox’26andDr.RobertL.Fox’28in1968Total recipients: 47

Edward L. Paine and Gertrude Pease Paine ScholarshipEstablished by the family of Gertrude Pease Paine ’35in1996Total recipients: 33

The Paul and Margaret Pickett ScholarshipEstablishedbyPaulandMargaretPickett’57 in1997Total recipients: 19

Lloyd Pleggenkuhle Memorial Scholarship Established in memory of Lloyd Pleggenkuhle ’36 in1990Total recipients: 102

ENDOWED Scholarships

We are pleased to also award annual scholarships during the year. Among the annual scholarships presented to deserving students are:

Alpha Nu Omega / Phi Beta Delta Alumni Association ScholarshipsEstablished by Alpha Nu Omega fraternity and Phi BetaDeltasororityalumniin1995Total recipients: 30

Ample Gaarden (Westgaard & Ampe) Family Scholarship Established by Lyndsay (Westgaard) Ampe ’13 in 2016Total recipients: 1

American Legion of Iowa Foundation ScholarshipEstablishedin2010Total recipients: 14

Susan Angeline Collins Memorial ScholarshipEstablished by Dr. Charles Nick Serra in2002Total recipients: 17

Arneson Family Annual ScholarshipEstablishedbyStephenArneson’00 in2015Total recipients: 4

Jacob D. Burling Memorial Scholarship EstablishedinmemoryofJacobBurlingin2017Total recipients: 1

William R. Cook ScholarshipEstablishedbyWilliamR.Cook’65in1990Total recipients: 44 Raymond Deming ScholarshipEstablished in memory of Raymond Deming ’35Total recipients: 36

The Stuart and Roberta Dunkel Annual ScholarshipEstablishedbyStuart’64andRobertaDunkelin2011Total recipients: 7

Environmental Leadership ScholarshipEstablishedbyDr.KatherineMcCarvillein2015Total recipients: 3

Florida Alumni Chapter ScholarshipEstablishedin2017Total recipients: 1

Ruth Manuta Memorial ScholarshipEstablishedbyDavidManutain1994inhonorofRuthManuta’87Total recipients: 136

LaVerne McCoy ScholarshipEstablishedbyLaVerneMcCoy’98in2013Total recipients: 4

Emma Meiners-Emerson / Alice Emerson-Hart Scholarship for Excellence in Teaching Elementary Education EstablishedbyAlice(Emerson)Hart’65in2016Total recipients: 1

Emma Meiners-Emerson / Alice Emerson-Hart Scholarship for Excellence in Teaching English EstablishedbyAlice(Emerson)Hart’65in2016Total recipients: 1

The Perry Scholarship for Excellence in TeachingEstablishedin2016byFred’72and Cynthia’72PerryTotal recipients: 1

Dr. Larry Seals ScholarshipEstablishedbyDr.LarrySeals’86in2011Total recipients: 7

Tri-State Alumni Chapter ScholarshipEstablishedin2017Total recipients: 1

The William G. Wilcox Memorial ScholarshipEstablishedbyformerregistrarLoisWilcoxin1987Total recipients: 28

ANNUAL Scholarships

William Prochaska Endowed ScholarshipEstablished by William ’63 and JanetProchaskain2014Total recipients: 6

J. Paul and Sharroll Richards Endowed ScholarshipEstablished by J. Paul ’56 and Sharroll Richards in2014Total recipients: 4

John Rippe ScholarshipEstablishedinmemoryofJohnRippe’28 in2000Total recipients: 17

Michael David Selgelid Memorial ScholarshipEstablishedbytheSelgelidfamilyin1989Total recipients: 26

Margaret Share Kerfoot ScholarshipEstablishedbyHaroldKerfoot’24in1960Total recipients: 37

Sodexo Campus Services ScholarshipEstablishedbySodexoCampusServicesin1999Total recipients: 37

Stivers Leadership ScholarshipEstablishedbyLouise(Stivers)Scottin2003Total recipients: 14

Upper Iowa University Grace Meyer ScholarshipEstablishedtohonorGraceMeyer’72 in1992Total recipients: 40

The Pam Whitmore Endowed Scholarship Fund for Excellence in Student TeachingEstablished by Pam Whitmore ’65 and FredKochin2006Total recipients: 12

The Hoyt R. & Winifred Appelman Young ScholarshipEstablished through the Estate of Winifred A. Youngin1993Total recipients: 33

Zecha-McCauley ScholarshipEstablished by Gerald McCauley ’61 andDr.AllenZechain2003Total recipients: 28

ENDOWED Scholarships

Tolearnmoreaboutendowedscholarships,contactVicePresidentforExternalAffairsAndrewWentheatwenthea@uiu.eduor563-425-5348.

Upper Iowa University is proud to introduce the UIU Loyalty Society, dedicated to recognizing those who financially support the University year after year.

This strong commitment shown by our alumni and friends demonstrates a true allegiance for UIU’s stability and future growth. As we unveil this society and promote it among our UIU family, we want to make the point clear that what’s important for this program is consecutive years of giving – not the amount of money that is given.

The goal of the UIU Loyalty Society is not only to recognize donors for reaching these milestone years, but also to tell the stories of why their gifts are directed to the University each year. Some say it’s simply a matter of paying it forward; others give in memory of somebody special, hoping to always honor his or her memory.

What will your story of giving be? For inspiration, check out how a few donors with 25+ years of consecutive giving continue to show their dedication by visiting uiu.edu/alumni.

CONSECUTIVE Giving

CLASS Gift

5 - 9 years | 416 supporters


UIU LoyaltySociety

1

32

It’s as easy as...Determinean Amountof any size

Designate your gift

Schedulegiving everyfiscal year( July 1 - June 30)

25+ years | 7 supporters



The Class Gift campaign at UIU provides graduates with an opportunity to show support for their alma mater and begin leaving their legacies immediately following graduation. This initiative was developed as a way to encourage students to

embrace a philanthropic spirit.

In 2017, the Class Gift campaign raised $3,899 from a total of 108 donors. The 2018 Class Gift initiative will go toward purchasing stoles that feature the new University logo for graduates to wear during the commencement ceremonies for years to come.


Donors per Consecutive Years

To maintain status and reach new recognition levels, donors must make a gifteveryfiscalyearwithoutinterruption.Unpaid pledges are not included.

Upper Iowa University is grateful for the commitment Loyalty Society members make each year. Each Homecoming, members will be recognized in milestone years, including:• 3 years • 5 years•10years• 15 years•20years•25+years

Recognition

Class of 1913 – Lifetime Giving Total: $496.00

Class of 1915 – Lifetime Giving Total: $227,520.99


Class of 1917 – Lifetime Giving Total: $35.00
























Class of 1941–FY2017Contributors: 3 –FY2017TotalContributions: $25,200.00 – Lifetime Giving Total: $381,600.50

Class of 1942 – FY2017Contributors: 1 –FY2017TotalContributions: $350.00 – Lifetime Giving Total: $35,022.11

Class of 1943 –FY2017Contributors: 1 –FY2017TotalContributions: $200.00 – Lifetime Giving Total: $53,989.33



Class of 1946–FY2017Contributors: 2 –FY2017TotalContributions: $500.00 – Lifetime Giving Total: $6,537,016.07





Class of 1951 –FY2017Contributors: 2 –FY2017TotalContributions: $1,050.00 – Lifetime Giving Total: $35,879.50

Class of 1952 –FY2017Contributors: 3 –FY2017TotalContributions:$90,150.00 – Lifetime Giving Total: $116,288.05




Class of 1956–FY2017Contributors: 4 –FY2017TotalContributions: $950.00 – Lifetime Giving Total: $102,732.70







Class of 1963–FY2017Contributors: 16 –FY2017TotalContributions:$15,791.16 – Lifetime Giving Total: $171,138.56










Class of 1973 –FY2017Contributors: 30 –FY2017TotalContributions:$60,281.24 – Lifetime Giving Total: $9,577,937.01







CONSECUTIVE GivingThe total contributions and number of contributors by classincludesFiscalYear2017datathatiscomposedof outright gifts, in-kind gifts and pledge payments (not pledgecommitments)madefromJuly1,2016,throughJune30,2017.Lifetimecontributionsbyclassincludeallgiving history to date.

CLASS CONTRIBUTORS & LIFETIME Giving

























Class of 2004 –FY2017Contributors: 11 –FY2017TotalContributions: $430.00 – Lifetime Giving Total $8,097.80














Total FY 2017 Alumni Contributions – $3,597,308.84

Total Lifetime Alumni Contributions – $24,948,469.05

L-R: Anne Puffett, Brenda Luzum, Julie Games, Matthew Ricci, Mark Danker, Morgan Thias, HopeTrainor’16,AndrewWenthe’12,BrockWissmiller,NaomiAziz’13

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eCLASS CONTRIBUTORS & LIFETIME Giving

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upper iowa university 2017 - uiu.edu annual donor report fy 2017...dennis & marlene murdock...

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