activities · 2
what they do
direct service · 1
- Philanthropic outreach and donor engagement Donor & Community Partnership DevelopmentExpands the university's base of philanthropic support through targeted outreach to alumni, community leaders, and prospective donors to cultivate contributions.
capacity building · 1
- Endowment and donated resource management Endowment and Investment Fund ManagementManages over 300 donor-established endowment funds and the university’s overall endowment, generating an average annual distribution of $2 million to support California State University, Long Beach; also oversees the stewardship of all donated resources.
strategies · 7
how they think
Theories of action extracted from this org's own source material. Click any to see the full field of orgs running the same approach.
- Board Governance with Strategic Oversight board_governance_and_nominationsEnsures effective governance through a rigorous screening and nomination process for Board members and Board-level oversight of financial policies, including investments, endowment spending, and risk management.
- Comprehensive Advancement through Philanthropy, Advocacy, and Partnerships comprehensive advancement modelDrives institutional support by integrating strategies for philanthropy, public funding acquisition, and strategic partnerships, while cultivating advocates who engage through donations, leadership, and event participation.
- Donor-Centered Philanthropy through Transparency and Trust donor-centered_philanthropyBuilds and maintains donor trust by operating on principles of transparency and accountability, ensuring that philanthropic engagement is grounded in ethical stewardship and public confidence.
- Governance of Gifted Assets governance_of_gifted_assetsEstablishes policies to ensure the legal, ethical, and effective administration of assets donated to the university, aligning stewardship with institutional mission and donor intent.
- Permanent Endowment with Strategic Reinvestment permanent endowment with reinvestmentEmploys a permanent endowment model that invests the principal, annually distributes a portion of earnings, and reinvests surplus returns to ensure long-term growth, sustainability, and intergenerational stewardship of donated assets.
- Transparent and Accountable Governance open_governancePromotes public trust and institutional accountability through open board meetings with public comment options and mandatory recording of all meetings to ensure transparency in decision-making.
- Two-Foundation Model for Financial and Philanthropic Management two-foundation_modelUtilizes a two-foundation structure in which one entity oversees philanthropic support and endowment funds, while the other manages contracts, grants, and non-philanthropic funding, enabling specialized, efficient, and mission-aligned administration of diverse revenue streams.
named programs · 3
what they call their work
Donor Stewardship and Planned Giving
Provides guidance and support for planned gifts, including bequests, trusts, and other estate planning vehicles to benefit CSULB
Endowment Management
Manages over 300 donor-established endowment funds, distributing earnings annually to support scholarships, academic programs, and faculty positions at CSULB
Philanthropic Fundraising
Engages alumni, community leaders, and donors to expand private support for CSULB through outreach, events, and donor stewardship
relationships · 8
who they work with
- American Association of Fund-Raising Counsel Coalition — Collaborated in the development and adoption of the Donor Bill of Rights.
- Association for Healthcare Philanthropy Coalition — Collaborated in the development and adoption of the Donor Bill of Rights.
- Association of Fundraising Professionals Coalition — Collaborated in the development and adoption of the Donor Bill of Rights.
- CSULB Research Foundation Partner — Collaborates under a two-foundations model where responsibilities for philanthropic and non-philanthropic funds are divided.
- California State University Long Beach Government — Hosts the Long Beach State Foundation as an affiliated nonprofit supporting the university.
- California State University Long Beach Partner — Collaborates with CSULB to advance university strategic objectives through development and governance activities.
- California State University, Long Beach Partner — Partners with CSULB to manage and distribute funds from donor-established endowments in support of educational programs and scholarships.
- Council for Advancement and Support of Education Coalition — Collaborated in the development and adoption of the Donor Bill of Rights.