Stephanie Bartsch

This five-year strategic plan for the University of Minnesota's development enterprise outlines a roadmap to build on past successes, address future challenges, and embrace new opportunities. Structured around four strategic imperatives—Private Investment, Workplace, Engagement, and Operations—the plan also integrates transcendent themes of racial and social justice, technology, strategic partnerships, and adaptability. Key aspirations for 2025 include enhanced stakeholder engagement, significant growth in philanthropy and private investment, operational excellence, and an inclusive workplace culture, all aimed at transforming the future through philanthropy.

This document provides an update on the University of Minnesota Foundation's endowment, detailing its management and investment strategy. The strategy, executed by UMF Investment Advisors, aims to preserve the real purchasing power of endowed gifts and support a stable 4.5% spending rate. It emphasizes a highly diversified and actively managed portfolio designed for long-term equity-like returns with reduced reliance on traditional common stock, ensuring predictable and stable funding. The update also presents investment results and compares performance against benchmarks and peer groups.

This document provides an update on the University of Minnesota Foundation's endowment management and long-term investment strategy. Key priorities include preserving the real purchasing power of endowed gifts, ensuring a dependable rate of spending through a diversified and actively managed portfolio, and honoring donor intent. The strategy aims to achieve predictable and stable funding over the long term, balancing returns with risk avoidance, while outlining performance, administrative fees, and spending policies.

This document provides a performance update for the University of Minnesota Duluth's strategic plan, outlining progress against its mission and vision. The plan is structured around six key goals: enhancing student success through high-quality undergraduate and graduate experiences, advancing equity, diversity, inclusiveness, and social justice, boosting research reputation, strengthening regional partnerships, and ensuring effective and sustainable institutional operations. It aims to prepare students as lifelong learners and globally engaged citizens, foster a diverse and inclusive community, and contribute to Minnesota's workforce and societal challenges.

This document provides a performance update for the University of Minnesota Duluth's Strategic Plan, detailing progress across six key goals. These goals focus on providing student-centered, high-quality undergraduate and graduate experiences, advancing equity, diversity, inclusiveness, and social justice, and enhancing the university's reputation for impactful research and creative activities. The plan also emphasizes strengthening partnerships with the local region and establishing and maintaining effective, sustainable operations. The overarching vision is to be an agile institution that prepares students to thrive as lifelong learners and globally engaged citizens, contributing to Minnesota's workforce by building on strengths, delivering excellent programs, and engaging in scholarly activities and partnerships.