1
DEVELOPMENT
ANNUAL REPORT
Fiscal Year 2011
CAROLINA
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Carolina Development Annual Report:
Fiscal Year 2011 was produced by the
UNC Oce of University Development,
PO Box 309, Chapel Hill, NC 27514-
0309. Comments or questions: develop-
[email protected] / 919.962.0027. All pho-
tography by Dan Sears unless otherwise
noted. Design by UNC Creative.
1
2 Board of Trustees
3 Chancellor’s Message
4 Highlights
6 Financials
Profiles in Giving
12 PHILIP BLUMBERG
A growing appreciation for Carolina
14 SONNY AND SHIRLEY CLIFTON
Investing in Carolina’s future as well as their own
16 PETER MCMILLAN
Up to the challenge of global education
18 DIVYA GOPAL
Creating a one-of-a-kind Carolina experience
20 THE TRIAD FOUNDATION
Carolina Blue, Carolina True
22 CHRISTO PHER SOPHER
Inspired by UNC, committed to public service
Impact of Giving
23 Sano gi helps to bring top international scholars to UNC
24 Carolina sends rst Global Gap Year Fellows
out into the world
TABLE OF CONTENTS
The following is a list of UNC Board of Trustees
members who served during fiscal year 2011.
Robert W. Winston III (Chair)
Barbara Rosser Hyde (Vice Chair)
Phillip L. Clay
Donald Williams Curtis
John G.B. Ellison, Jr.
Alston Gardner
Wade H. Hargrove, Jr.
Hogan Medlin (Student Body President)
Roger L. Perry, Sr.
Sallie Shuping-Russell
Edward C. Smith, Jr.
John L. Townsend III
Felicia A. Washington
BOARD OF TRUSTEES
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3
“You continue to
enable us to do
great things, for
our students and
faculty, for our sta
and patients, for
our state and world.
We’re extremely
grateful.”
CHANCELLOR’S MESSAGE
Dear Carolina Supporters,
Last year in this space, I wrote: “e longer I’m in this job,
the more I appreciate your remarkable generosity.”
at sentiment remains as strong as ever, perhaps even more so.
Our state and nation have yet to shake the economic down-
turn that struck in 2008. e lingering eects of high unemploy-
ment, uncertain markets and vulnerable public-sector bud-
gets—both here and around the globe—have stymied growth
and curbed investments.
And yet despite all of this, scal year 2011 marked our second-
best year in history for private gis, with $277 million. Including
pledges, we received $305.6 million. Both totals topped the year
before, up 3.3 percent in gis and 5 percent in commitments. We
had more than 77,000 donors.
ese numbers are extraordinary. We know that circumstanc-
es may have changed for some—perhaps many—of you. But you
continue to support us. You continue to enable us to do great
things, for our students and faculty, for our sta and patients,
for our state and world. We’re extremely grateful.
Your generosity came at a critical time for the University.
Our state legislators still face lean times and dicult choices.
For scal year 2011, we sustained a permanent cut in state fund-
ing of 17.9 percent, or more than $100 million. Although we
were fortunate in that the cut was partially oset by $20 million
transferred from UNC Health Care to help us absorb the blow,
the bottom-line reduction remained signicant, resulting in
larger class sizes and fewer program oerings.
We pledge to do everything we can to minimize the impact
of these cuts on our core academic mission. Meantime, please
know that your support serves as a tremendous vote of con-
dence in what we’re doing and a source of inspiration to our
students, faculty and sta.
You should also know that the Innovate@Carolina Campaign,
which launched in scal year 2011, has raised $36 million toward
its goal of $125 million by June 30, 2013.
e campaign aims to make Carolina a world leader in apply-
ing university-born ideas for the good of society. Look around
the world today, and it’s easy to see why this eort is so crucial.
anks for getting us o to a great start.
Hark the Sound.
3
Holden Thorp
n A $3.63 million gi from The Blackstone Charitable
Foundation
of New York City created the Blackstone Entre-
preneurs Network, a ve-year initiative to help North Carolina’s
Research Triangle become headquarters for America’s next
high-growth companies with the greatest potential to create
new jobs. Carolina joins partner schools Duke University, North
Carolina Central University and North Carolina State Univer-
sity, as well as the Durham-based Council for Entrepreneurial
Development, in the eort. e program will draw from the
ranks of veteran master entrepreneurs to identify marketable
innovations out of area universities and regional start-ups with
the greatest potential to become high-growth companies, and
then help them get started. At UNC, the gi supported the In-
novate@Carolina Campaign, a $125 million drive to help make
Carolina a world leader in launching university-born ideas for
the good of society.
n A
$1.63 million grant from the Local Government
Federal Credit Union
funded UNC School of Government
initiatives that will make it easier for North Carolina’s economi-
cally distressed communities to get new projects o the ground
and give public ocials the executive training they need. e
Development Finance Initiative received $1 million to increase
the capacity of local governments and development nonprots
to leverage private investment through tax credit programs, self-
nancing bonds, special assessment districts and loan programs.
e remaining funds create and support the LGFCU Fellows
Program. is program aims to provide mid-level public execu-
tives, many of whom have risen through the ranks of local
government service departments without executive training,
with the skills to develop and manage programs and people. e
grant supported the Innovate@Carolina Campaign.
n A
$1 million gi from David Kittner and the Samuel and
Rebecca Kardon Foundations established the Kittner Family
Distinguished Professorship Fund in the Department of Oph-
thalmology in the UNC School of Medicine, the department’s
largest professorship fund. is is their second $1 million gi to
the department in the last ve years. In 2008, they established
an endowed innovation fund that the department has used
to expand patient services, educational programs and clinical
research projects and activities. Kittner, a 1939 UNC gradu-
ate, practices law in Philadelphia, Pa., where the Samuel and
Rebecca Kardon Foundations also are based.
n A
$500,000 pledge from Howard R. Levine, a UNC alum-
nus and chairman and CEO of Family Dollar Stores Inc., created
an endowment to support undergraduate and graduate students
in Jewish studies. e Howard R. Levine Student Excellence
Fund in Jewish Studies will support academic studies and schol-
arly research. When fully funded, the endowment will provide
the Carolina Center for Jewish Studies in the College of Arts
and Sciences with a permanent source of funding to further the
center’s teaching mission.
n A
$200,000 grant from The Andrew W. Mellon Founda-
tion
of New York City is enabling theater ensembles to develop
new works in residencies with PlayMakers Repertory Company.
e grant is funding residencies for each of the three ensembles.
PlayMakers provides artistic, technical and administrative
support for the ensembles as they create new theater pieces. Pig
Iron eatre Company of Philadelphia came in May 2011, and
SITI Company and e TEAM of New York City will be the en-
sembles in residence in 2012 and 2013. e ensembles will take
their creations, incubated at PlayMakers, on to performances
around the world.
Highlights from the year—
HIGHLIGHTS
t Carolina’s fundraising eorts brought in $277 million in private gifts in fiscal year 2011,
marking the second-highest year in history for this type of support, which is immediately
available to the University.
t In commitments for the fiscal year, Carolina secured $305.6 million from more than 77,000
donors. Commitments included pledges as well as gifts.
t Both totals were up from the previous fiscal year. Gifts rose 3.3 percent, from $268.1 million,
and commitments increased 5 percent, from $292 million.
t Commitments in 2011 helped the University create 11 endowed professorships, as well as a
total of 77 undergraduate scholarships and graduate fellowships.
DEVELOPMENT FISCAL YEAR 2011: JULY 1, 2010–JUNE 30, 2011
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5
n A $1.5 million commitment from an anonymous donor has
created a new
Global Gap Year Fellowship Program that gives
incoming students the opportunity to spend a year in interna-
tional service before their rst year at Carolina. e program
provides nancial support to new high school graduates who wish
to defer their matriculation to the University for a year to pursue
a combination of work, travel and volunteer service, where at
least one component will be international. Intended to build on
the University’s burgeoning public service, global education and
entrepreneurial climate, these nine-month fellowships provide
a stipend for travel, living expenses, program and other associ-
ated fees to recipients. e program also provides support to help
students integrate their gap experiences into academic and extra-
curricular life upon entering Carolina. (See story on page 24.)
n A grant from the
Triad Foundation First Generation Fund
will enable the Carolina Student Transfer Excellence Program, or
C-STEP, to expand to Central Carolina Community College. C-
STEP identies talented low- to moderate-income students while
they are still in high school or early in their community-college
careers and guarantees their eventual admission to Carolina
if they earn an appropriate associate degree and complete the
program. e program also oers special events and advising for
students, both at their home college and at Carolina, while they
are pursuing their associate degrees. Central Carolina Commu-
nity College is the sixth partner school to join C-STEP. (See story
on page 20.)
n
Alumnus R. Charles “Charlie” Loudermilk Sr. has made
a
$7.5 million commitment to fund facilities supporting UNC
student-athletes as part of the Kenan Stadium renovation. e
commitment creates the Loudermilk Center for Excellence,
a 150,000 square-foot facility that includes the John W. Pope
Student-Athlete Academic Support Center as well as a strength
and conditioning center for UNC’s Olympic sports programs,
men’s lacrosse facilities and a congurable visitor’s locker room.
Other features include premium seating for football fans along
with oce and operations space for the athletics department.
Completed in September, the center serves all of Carolina’s nearly
800 student-athletes across 28 sports. e $70 million Kenan
Stadium renovation project is being funded by private gis and
premium seating sales. Loudermilk is chairman of Atlanta-based
Aaron’s Inc. A 1950 UNC graduate, he earned a bachelor’s degree
in commerce and now serves on the Board of Visitors of UNC
Kenan-Flagler Business School.
n
The John William Pope Foundation of Raleigh, N.C., gave
UNC
$3 million to upgrade facilities providing academic support
to Carolina’s student-athletes. e gi funds a new home for the
John W. Pope Student-Athlete Academic Support Center as part
of a renovation of Kenan Stadium. It also houses the Carolina
Leadership Academy, which oers leadership training to Caro-
lina’s student-athletes, coaches and sta, and serves as a model
for intercollegiate athletics. e original academic support center,
which was located in the stadium’s previous eld house, opened
in 1986 and also was funded by the Pope Foundation. e center
is named for the late John W. Pope Sr., a 1947 UNC graduate who
started Henderson-based Variety Wholesalers and founded the
Pope Foundation. He died in 2006. e new center will serve
Carolina’s nearly 800 student-athletes across 28 sports. Features
include classrooms for teaching and tutoring, advanced computer
technology, a writing lab, reading rooms and oce space. With
29,000 square feet, the center more than triples the size of the for-
mer space. It is the largest of its kind to date in the Atlantic Coast
Conference and among the nation’s largest.
n UNC has received matching
$100,000 grants from the NFL
and NFL Players Association
to continue concussion research
into the association between football and dementia in retired
players. Kevin Guskiewicz, Kenan Distinguished Professor and re-
search director of the Center for the Study of Retired Athletes, has
been studying the life consequences of concussions in retired NFL
players since 2001. e center has already studied 41 retired NFL
players; the new grants will support the study of 45 former col-
lege players who didn’t play professionally and compare the data.
NFL Charities, the charitable foundation of the National Football
League owners, awarded research grants to support sports-related
medical research at 16 organizations. Guskiewicz’ work supports
the Innovate@Carolina Campaign.
n Funds from
GlaxoSmithKline (GSK) enabled the Morehead
Planetarium and Science Center to complete expansion of the
Science in the Summer program in North Carolina. e program
aims to prevent the “summer slide,” which can happen when
children do not participate in any academic activities during the
summer. In 2011, second-year funds from a $700,000 grant made
in scal year 2010 resulted in the Science in the Summer program
reaching 40 sites in nine counties, serving a total of 2,029 chil-
dren.
n UNC Assistant Professor of Psychology Enrique Neblett
received a
$75,000 New Connections program grant from the
Robert Wood Johnson Foundation to examine the eectiveness
of youth mentoring on improving African-American and Latino
males’ health and social outcomes. e national program rewards
early- to mid-career scholars who are historically underrepresent-
ed ethnic or racial minorities, rst-generation college graduates
and individuals from low-income communities. Neblett’s research
is focused on racism-related stress experiences, coping with rac-
ism and African-American child and adolescent mental health.
FINANCIALS
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RESEARCH: $130.8 MILLION
STRATEGIC INITIATIVES: $79.9 MILLION
FACULTY SUPPORT: $21.7 MILLION
STUDENT SUPPORT: $27.4 MILLION
CAPITAL: $5.6 MILLION
OTHER:
$11.6 MILLION
FY 2011 gifts by purpose*
ACADEMIC AFFAIRS: $86.2 MILLION
HEALTH AFFAIRS:
$133.6 MILLION
ATHLETICS: $31.5 MILLION
OTHER:
$25.7 MILLION
*Rounded to nearest $100,000
Gifts by area for FY 2011*
ACADEMIC AFFAIRS: $86.2 MILLION
HEALTH AFFAIRS: $133.6 MILLION
ATHLETICS: $31.5 MILLION
OTHER: $25.7 MILLION
RESEARCH: $130.8 MILLION
STRATEGIC INITIATIVES: $79.9 MILLION
FACULTY SUPPORT: $21.7 MILLION
STUDENT SUPPORT: $27.4 MILLION
CAPITAL: $5.6 MILLION
OTHER:
$11.6 MILLION
7
*Rounded to nearest $100,000
University-wide gift totals,
FY 2002–FY 2011
0
50
100
150
200
250
300
350
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
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ALUMNI: 3,703 (23.5% OF TOTAL)
FACULTY/STAFF: 37 (.2%)
FRIENDS: 8,216 (51.9%)
CORPORATIONS: 708 (4.5%)
FOUNDATIONS AND TRUSTS: 83 (.5%)
OTHER ORGANIZATIONS: 132 (.8%)
STUDENTS: 1,374 (8.6%)
PARENTS: 1,589 (10%)
ALUMNI: 47,687 (61.8% OF TOTAL)
FACULTY/STAFF: 1,031 (1.3%)
FRIENDS: 18,817 (24.4%)
CORPORATIONS: 1,759 (2.4%)
FOUNDATIONS AND TRUSTS: 582 (.8%)
OTHER ORGANIZATIONS: 639 (.8%)
STUDENTS: 1,981 (2.5%)
PARENTS: 4,653 (6.0%)
*Percentages rounded to nearest 10th
Donors in FY 2011*
*Percentages rounded to nearest 10th
ALUMNI: 47,687 (61.8% OF TOT AL)
FACULTY/STAFF: 1,031 (1.3%)
FRIENDS: 18,817 (24.4%)
CORPORATIONS: 1,759 (2.4%)
FOUNDATIONS AND TRUSTS: 582 (.8%)
OTHER ORGANIZATIONS: 639 (.8%)
STUDENTS: 1,981 (2.5%)
PARENTS: 4,653 (6.0%)
ALUMNI: 3,703 (23.5% OF TOTAL)
FACULTY/STAFF: 37 (.2%)
FRIENDS: 8,216 (51.9%)
CORPORATIONS: 708 (4.5%)
FOUNDATIONS AND TRUSTS: 83 (.5%)
OTHER ORGANIZATIONS: 132 (.8%)
STUDENTS: 1,374 (8.6%)
PARENTS: 1,589 (10%)
New donors in FY 2011*
0
50
100
150
200
250
300
350
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
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Endowed
professorships
Scholarships/
fellowships
Distribution of professorships created by FY 2011 gifts
53
1,415
24
11
716
473
53 scholarship funds created in FY 2011
1,415 scholarship funds total (as of June 30, 2011)
24 fellowship funds created in FY 2011
11 professorships created in FY 2011
473 professorships total (as of June 30, 2011)
716 fellowship funds total (as of June 30, 2011)
4 College of Arts and Sciences
2 School of Law
3 School of Medicine
1 Provost’s Oce
1 Gillings School of Global Public Health
In fiscal year 2011, the State of North Carolina Distinguished Professors Endowment Trust Fund provided a total
of $3.3 million in matching funds to boost the value of Carolina donors’ contributions. The state fund, estab-
lished in 1985 by the N.C. General Assembly, helps UNC system schools recruit and retain outstanding faculty.
10
GIFTS,
PRIVATE
GRANTS AND
INVESTMENT
INCOME:
17.4%
SALES AND
SERVICES: 22.6%
OTHER: 0.3%
GOVERNMENT GRANTS
AND CONTRACTS: 31.1%
STATE AID (FROM
FEDERAL RECOVERY
FUNDS): 0.5%
TUITION AND
FEES: 10.1%
STATE
APPROPRIATIONS:
18.1%
Total FY 2011
gifts: endowment,
expendable and
capital*
ENDOWMENT:
$60 MILLION
EXPENDABLE:
$211.9 MILLION
CAPITAL:
$
5.2 MILLION
*Unaudited; percentages rounded to nearest 10th
*Rounded to nearest $100,000
Carolina’s sources of
revenue for FY 2011*
1,415
716
473 professorships total (as of June 30, 2011)
4 College of Arts and Sciences
2 School of Law
3 School of Medicine
1 Provost’s Oce
1 Gillings School of Global Public Health
11
UNC connects the men in the Blumberg family, even across
generations.
“My introduction to Chapel Hill was through my father, who also at-
tended UNC, before he served in the Navy during World War II,” said
Philip Blumberg, who graduated as a member of the Class of 1979. He is
also father to David (Class of 2011) and Peter (Class of 2014).
“As much as I’m a
fan of Carolina,
I don’t presume
to know best
where the most
important needs
are. But the
chancellor does.
His priorities
guide my view.”
—Philip Blumberg
Philip Blumberg
A GROWING APPRECIATION FOR CAROLINA
by claire cusick
Philip Blumberg (Contributed)
PROFILE IN GIVING
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“Attending UNC is our family tradition. And a very good one; for three
generations it’s the only university that all Blumberg family members have
attended. And very proudly so,” said Philip Blumberg, chairman and CEO of
Blumberg Capital Partners, a leading U.S. investment manager in real estate,
commodities and infrastructure.
“Whenever my sons and I talk about campus life, it’s as if we are in one
world. I can’t necessarily talk to them about latest pop culture or social
media, but we can always talk about our experiences at UNC, as a shared
experience that spans generations with the same qualities of academic, social
and campus life,” he continued.
“And, speaking as an employer, UNC is one top institution we recruit at
where the graduates are outstandingly qualied and, therefore, the value of a
degree from UNC continues to appreciate.”
UNC had a major impact on his career and life, Blumberg said. Aer
graduating with honors with a degree in business administration, he went on
to earn an M.B.A. from Harvard Business School. But it’s Carolina that he
feels shaped him.
“It was an incredibly enriching experience,” said Blumberg, who was on the
UNC track team and the rugby club team, served as president of his frater-
nity, and an honor court judge.
Despite those activities, Blumberg said, “I am not typically a booster
type, but my enthusiasm for UNC is unrestrained. e institution embod-
ies academic excellence, a wonderful and diverse student body and campus
experience.”
Blumberg said his admiration for UNC has only grown over the years. “I
admire the institution for having evolved—keeping the great parts of what it
was when I was there, but expanding on the diversity of programs, the qual-
ity of the physical campus and campus life and activity,” he said.
So when he thought about giving back to UNC, he wanted his gi to ben-
et the whole institution. e Chancellor’s Unrestricted Fund provided the
perfect match.
“As much as I’m a fan of Carolina, I don’t presume to know best where the
most important needs are,” said Blumberg, who has also supported Kenan-
Flagler Business School. “But the chancellor does. His priorities guide my
view. So, the chancellor’s perspective on where to apply the funds is an im-
portant way for me to support the University.”
is respect, Blumberg added, applies to the Oce of the Chancellor, and
specically to Chancellor Holden orp. “Holden has a bold vision for UNC
to be a leading institution focused on entrepreneurial studies and green tech-
nology with an international emphasis,” he said. “All of these I completely
support.”
“I was an admirer of Chancellor Taylor while I was a student, and I know
from my sons the great things that Holden has done, and how involved he is
with the students,” he continued. “I feel that, for me, giving this way is both
relevant and very tting.” n
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Benton F. “Sonny” and Shirley Massey Clion determined simple criteria
for deciding how they’d like to give back to Carolina. ey wanted to create
opportunities, address a specic need, align their philanthropic and nan-
cial goals, and do some good.
ey managed to accomplish all of that when they committed $50,000 to
create the Benton F. “Sonny” and Shirley M. Clion Charitable Gi Annu-
ity at UNC to benet the Patient and Family Resource Center at the N.C.
Cancer Hospital. e Patient and Family Resource Center serves as the cen-
tral location of the Comprehensive Cancer Support Program (CCSP) at the
N.C. Cancer Hospital. e CCSP oers many services to help address the
Sonny and Shirley Clifton
INVESTING IN CAROLINA’S FUTURE
AS WELL AS THEIR OWN
By Hope Baptiste
PROFILE IN GIVING
Shirley and Sonny Clifton (Contributed)
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“I came to UNC
with $100 in my
pocket and a
partial baseball
scholarship. Just
to have the oppor-
tunity to come
here and work
my way through
school gave me
the self-discipline
and commitment
that would lead
to a successful
professional life.
It is our hope to
help others do
the same.”
—Sonny Clifton
Sonny and Shirley Clifton
INVESTING IN CAROLINA’S FUTURE
AS WELL AS THEIR OWN
By Hope Baptiste
challenges patients and families face related to their medical treatment and
those life issues that surround the diagnosis of cancer in the family.
Sonny’s longstanding career in health education and administration
drew his interest to initiatives in the School of Medicine and the Lineberger
Comprehensive Cancer Center, specically the Patient and Family Re-
source Center’s services for cancer patients and their caregivers.
For Shirley, the fact that they had been personally touched by cancer
attracted her to the resource center. Her mother died of non-Hodgkin’s
lymphoma and, at the time, Shirley wished there had been more resources
available to help her support her mother.
e annuity also t well into the couple’s estate plan, enabling them
to receive income during their lifetimes as well as associated tax benets
while establishing an enduring legacy at the University.
“Sonny and I always wanted to give back to UNC, and the work of the
patient resource center lets us do some good for folks during a dicult
time,” Shirley said. “Sonny has always been grateful to UNC for his educa-
tion and this was a way for him to show his appreciation that also worked
well for us.”
Sonny earned bachelor’s and master’s degrees from UNC, and taught in
UNC’s physical education department while starting postgraduate work.
He then coached, taught and served as assistant principal at Millbrook
High School in the couple’s hometown of Raleigh, N.C. Shirley earned her
business degree from Peace College, and worked for CP&L and Corning
Glass. Sonny’s career took them to Florida where he taught and coached.
He became supervisor of schools for Flagler County, Fla., and eventually
became the State Department of Education’s director of health and physical
education. Shirley worked for Cape Canaveral and General Electric Corp.
before embarking on a real estate career. ey resided in Maryland for a
time while Sonny served as the assistant executive secretary at the Health,
Physical Education and Recreation Alliance in Washington, D.C. He was
also a special consultant for the World Health Organization and chaired
the health education section of the International Congress of Health and
Physical Education at its Rotterdam meeting. Following his national ap-
pointments, Sonny returned to the State Department of Education in Tal-
lahassee and retired in 1979.
When the Cli ons returned to Raleigh, Sonny remained active in health
administration and came to chair the Board of Trustees of the State Health
Plan for North Carolina, for which his service earned him the state’s most
prestigious honor given to a civilian—the Order of the Long Leaf Pine.
Sonny credits his UNC experience for his accomplishments. “I came to
UNC with $100 in my pocket and a partial baseball scholarship,” he said.
(Sonny played junior varsity and varsity for the baseball and soccer teams.)
“Just to have the opportunity to come here and work my way through
school gave me the self-discipline and commitment that would lead to a
successful professional life. It is our hope to help others do the same.” n
15
Peter McMillan ’81, a global fundraiser for TPG Capital in London, of-
fered the McMillan Challenge in 2010—a pledge that he would match
every new gi to the Global Education Fund, up to $25,000. In March
2011, he increased the challenge to $50,000—and that goal has been
met.
“We’re thrilled that Peter has provided this generous funding,”
said Ron Strauss, executive associate provost and chief international
ocer for UNC. “Every gi to this fund directly benets our global
programs.”
McMillan’s belief in global education stems from his own student
career, but the Charlotte, N.C., native wasn’t looking for international
adventure when he chose UNC. “It was aordable and it oered a
strong and broad educational opportunity in a beautiful environ-
ment,” said McMillan.
Even without leaving the country, he was oered access to the
world. “Some of the best friends I made at UNC were international
students and [they] had a huge inuence on why I’ve taken on a career
in international business and where I am today,” McMillan said.
“ey created a great desire to go out and nd the risk, nd the adven-
tures, and to enjoy them.”
McMillan started his career working for banks in New York and
California, while keeping up his passion for aviation history. en an
opportunity arose to re-create the historic “Vimy” bi-plane and its
voyage across the Atlantic—the rst aerial survey of the world. Aer
retracing the ight, McMillan’s story and photos were published in
National Geographic. is experience led to his job with TPG Capital.
With help from gis like the McMillan Challenge, the Global
Education Fund sends faculty and students abroad as well as brings
international programs to UNC—programs that aim to have the same
indirect eect that was so powerful for McMillan.
“e Global Education Fund is an important initiative that supports
UNC’s top international priorities,” McMillan said. “is is a bilateral
opportunity for UNC students to experience the world and for inter-
national students to enrich the UNC community.” n
“Some of the best
friends I made at
UNC were inter-
national students
and [they] had a
huge influence on
why I’ve taken on
a career in inter-
national business
and where I am
today.”
—Peter McMillan
Peter McMillan
UP TO THE CHALLENGE OF
GLOBAL EDUCATION
Courtesy UNC Global
PROFILE IN GIVING
16
Top: Peter McMillan
Bottom: “Vimy” bi-plane
( Both contributed)
17
At rst, Divya Gopal didn’t think she wanted to attend college so close to
her hometown of Cary, N.C. Between having an older sister and many of
her high school friends at UNC already, she wanted to step out of her com-
fort zone, broaden her horizons and create a college experience she could
call her own.
She found that she didn’t have to travel far to go as far as she dared
dream. e recipient of a Morehead Scholarship (now Morehead-Cain
Scholarship), Divya backpacked through the Boundary Waters in Minne-
sota prior to her freshman year as part of an Outward Bound experience;
worked at a rehabilitation institute in India the summer preceding her
sophomore year; completed an independent travel-study the following year
that took her to the Czech Republic, Poland, Hungary, Slovakia, Austria
and Germany to study the expansion of the European Union and prepare
for her senior honors thesis; spent a semester in Washington, D.C., working
for UNC alumnus Alan Murray conducting research for his weekly Wall
Street Journal column and CNBC show Capital Report; and nally interned
at Morgan Stanley in New York before graduating in 2005 with degrees in
economics and political science.
at internship led to full-time employment, and Divya worked in
investment banking from 2005 to 2009, then spent another two years at
a credit hedge fund in New York. Currently, she is pursuing her M.B.A.
across the pond at the London Business School.
As she continues to broaden her horizons, Divya wants to help other stu-
dents create their own one-of-a-kind experience. She supports the More-
head-Cain Scholarship Fund and has also contributed to the Class of 2005
9/11 Memorial Garden, which honors the six UNC alumni who perished as
“Before my semester
in Washington, I had
not lived more than
30 minutes from
home. Now that I’ve
challenged myself
in various situations,
I’ve learned so much
about who I am and
what I am capable
of. I have Carolina
to thank for helping
me grow.”
—Divya Gopal
Divya Gopal
CREATING A ONE-OF-A-KIND
CAROLINA EXPERIENCE
By Hope Baptiste
PROFILE IN GIVING
18
well as all the victims of that horrible, historic event that forever changed her
freshman year and is permanently etched in her class’s experience.
“We are so fortunate to have world-class universities right here in our state,
and as the agship of the UNC system, Carolina symbolizes the best that
North Carolina has to oer,” she said. “Not only did I get a rst-class educa-
tion on campus, I gained a breadth of knowledge and understanding that only
comes from time outside the classroom. I rmly believe that if you beneted
from an experience, as I did, that it’s important to give back.”
Divya said that her Morehead excursions and honors work thoroughly pre-
pared her to make the leap to an international graduate school. “I’m not sure if
I will continue to work in nance aer earning my M.B.A., but I am thrilled at
the prospect of living, studying, working and traveling in a dierent country,”
she said. “Before my semester in Washington, I had not lived more than 30
minutes from home. Now that I’ve challenged myself in various situations, I’ve
learned so much about who I am and what I am capable of. I have Carolina to
thank for helping me grow.”
It’s good to be a Tar Heel, wherever you may be. n
Divya Gopal in Newport,
Rhode Island (Contributed)
19
e Triad Foundation is more than just a philanthropic entity that sup-
ports initiatives at UNC including visiting professorships, a speaker
series, innovative undergraduate recruitment eorts and the prestigious
Roy H. Park Fellowship program at UNC’s School of Journalism and
Mass Communication.
It is a family foundation that focuses on building relationships and
making connections. Dened by its directors as a “union of three,” the
Triad Foundation cherishes its deep Tar Heel roots that include seven
family members across four generations. Even its pyramid logo is the
iconic Carolina blue with three distinct elements joined by a central “T”.
Roy H. Park Jr. is the foundation’s president and chairman. His daughter
Elizabeth Park Fowler is treasurer, and his son Roy H. Park III is secre-
tary. Together, these UNC alumni make up the Triad Board of Directors.
A spin-o of the Park Foundation of Ithaca, N.Y., founded by the late
Roy Hampton Park, the Triad Foundation was established in 2003 to en-
able it to pursue the philanthropic objectives that best reected the inter-
ests of its board. More important, the Triad Foundation is a Roy Hampton
Park family legacy honoring a self-made entrepreneur who founded the
Duncan Hines food group in the 1950s and later Park Communications, a
media company that included newspapers, outdoor advertising, television
and radio stations. Its media reached 25 percent of the American public at
the time of his death in 1993.
Roy Hampton Park, Roy Park Jr.’s father, served as a trustee of the
School of Journalism Foundation, was inducted in 1982 into the N.C.
Broadcasters Hall of Fame and the Journalism Hall of Fame in 1990,
and also served on the school’s Board of Visitors. According to Roy Park
Jr., the prominent role of journalism in his father’s life and the family’s
continued involvement with the journalism school inspires the Park
family’s philanthropy. Roy Park Jr. has served on the Journalism Board
of Advisors since 1994, received a UNC Distinguished Alumnus Award
in 2005 and was inducted into the N.C. Advertising Hall of Fame in 2011.
Continuing the family tradition, Roy Park III serves on the school’s Board
of Advisors and returns frequently to talk with its advertising classes. In
2010, he received the school’s Next Generation Leadership Award.
UNC’s School of Journalism and Mass Communication is home to the
merit-based Roy H. Park Fellowships, which provide nancial support
to top masters and doctoral students. e fellowships were established in
tribute to the involvement of the senior Park in the life of the school as
well as in recognition of the signicant role it continues to play in the Ü
“My father firmly
believed that everyone
should have access to
a solid education and
the opportunities it can
create. …We feel very
fortunate to be able to
continue my father’s
legacy and create
some new traditions
as well.”
—Roy H. Park Jr.
The Triad Foundation
CAROLINA BLUE, CAROLINA TRUE
PROFILE IN GIVING
By hope baptiste
20
From Left: Elizabeth Park Fowler, Tet-
low Park, Roy H. Park Jr., Roy H. Park
III and Laura Park at the April 10, 2011,
induction ceremony to the N.C. Halls
of Fame in Journalism, Advertising and
Public Relations (Contributed)
lives of the Park family. e rst fellowships were awarded in 1997 and, since
then, more than 375 Roy H. Park masters and doctoral fellows have graduated
into the workforce.
“My father rmly believed that everyone should have access to a solid edu-
cation and the opportunities it can create,” Roy Park Jr. said. “Both my son
and I are products of this journalism school and Elizabeth beneted from all
that UNC’s Kenan-Flagler [Business School] could oer. We feel very fortu-
nate to be able to continue my father’s legacy and create some new traditions
as well.”
Among those are two new marquee programs created by the Triad Founda-
tion that directly address one of Elizabeth Fowler’s priorities: breaking the
cycle of poverty. e Triad Foundation Interns in Admissions Communica-
tions initiative supports journalism students working with the Oce of Un-
dergraduate Admissions to maximize the use of social media to attract highly
qualied applicants. e Triad Foundation First Generation Fund supports
recruitment activities to help attract extremely qualied rst-generation col-
lege students to UNC and expands the reach into community colleges to nd
great students who can transfer to UNC.
“UNC’s interest in attracting rst-generation college students and commu-
nity college transfers was especially interesting to me,” said Elizabeth Fowler,
who sits on the UNC Board of Visitors. “ese eorts allow UNC to enhance
the educational experience of truly deserving in-state and out-of-state stu-
dents. UNC is a part of our family; it only makes sense that our philanthropic
eorts would be directed to our alma mater.”
According to Roy Park Jr., the Triad Foundation will continue making a dif-
ference both now and in the future. “With all of the grants our foundation has
made with the potential to generate meaningful results, we continue to look
for ways to help promising programs become self-sustaining,” he said. n
21
21
Christopher Sopher graduated from Carolina in May 2011, with a de-
gree in public policy and political science. And much more.
“I leave UNC equipped with passion, motivation, knowledge, skills
and a commitment to lifelong public service,” he wrote in a letter
about his gis. “To emerge from an institution such as this, carrying
such riches, is a precious gi too few receive—one I believe demands
persistent acknowledgement and lasting gratitude. I owe my good
fortune to a long list of people and organizations at Carolina.”
at’s why Sopher, of Annandale, Va., made two identical gis
honoring two of the individuals who shaped his time at Carolina: Jim
Kessler and Professor W. Hodding Carter III.
Kessler, UNC’s director of disability services, helped mitigate
Sopher’s health challenges. “During my rst semester at UNC a mold
contamination problem in my dormitory and a classroom made me
very ill,” Sopher wrote.
Kessler and sta helped immediately, moving his classes to unaect-
ed classrooms. “From the beginning, he became my advocate. Time
and again, his work allowed me to continue my education without
interruption or illness. It is no exaggeration to say that Mr. Kessler’s
actions on my behalf preserved my health and enabled me to make the
most of my time at Carolina.”
Because of Carter, Sopher wrote, he found more than a major.
“Professor Carter’s profound impact on my education and on my life
cannot be overstated. His rst-year seminar introduced me to public
policy. His teaching and his background demonstrated the potential of
a life in public service. His time and mentorship, in countless meetings
and through independent study projects, motivated me to become a
better student and aspiring public servant.”
Sopher leaves Carolina, he wrote, committed to a life in public ser-
vice. A Morehead-Cain Scholar at Carolina who earned a prestigious
Truman Scholarship, Sopher ultimately wants to specialize in educa-
tion policy in Washington, D.C.
Sopher said UNC’s strong culture of public service is a powerful
inuence. “is University has an incredible environment that is about
much more than just going to class.” n
“I owe my good
fortune to a long
list of people and
organizations at
Carolina.”
—Christopher
Sopher
Christopher Sopher
(Contributed)
Christopher Sopher
INSPIRED BY UNC, COMMITTED TO PUBLIC SERVICE
By Claire Cusick
PROFILE IN GIVING
22
23
Two doctoral students from China, Bo (Bonnie) Qin and Yuanyuan Qin,
are the rst Sano-UNC Global Nutrition Scholars at UNC.
Many of the top international applicants to the Department of Nutri-
tion in the Gillings School of Global Public Health come from regions
where Sano has, or is establishing, a major presence. So it made sense
for the department to team up with Sano to create the program.
is program, which began in fall 2010, recruits these top-quality
students, who study at UNC and also complete internships with Sano.
Sano provides half the total costs of three students to complete ve
years of doctoral training. e Department of Nutrition matches this
amount with funds raised by the faculty mentors of the Scholars.
Yuanyuan’s career path was headed toward medicine, but aer earn-
ing her bachelor’s degree in Traditional Chinese Medicine, she decided
disease prevention—rather than treatment, a doctor’s primary role—was
more to her liking. “Doctors treat the individual, but with public health
and nutrition, I can help more people in the world and really improve
their lives,” said Yuanyuan, who is from Sichcuan. She completed a mas-
ter’s degree in nutrition at Sun Yat-sen University.
Bonnie’s interests are in nutritional epidemiology—how diet aects
health within a population. While an applied biology major at Hong
Kong Polytechnic University, she researched the osteoprotective eects
of green tea and also discovered a talent for statistics and survey skills.
Like Yuanyuan, she has observed a growing trend in obesity and a sed-
entary lifestyle among the Chinese, but for Bonnie, who is from Beijing,
it’s a personal observation of some of her family members. “I saw how
their health was aected and asked myself, ‘What can I do to help them
and others not suer?’” she said. e answer was to approach nutrition
from a population perspective.
e Scholars’ internships with Sano U.S. occurred over the summer.
Yuanyuan worked in a lab at the Salk Institute for Biological Stud-
ies in San Diego, where she found a supportive atmosphere. “I learned
new techniques, to be ecient and to work well with others,” she said. “I
have been able to translate the skills I learned at the Salk to my current
research projects.”
Bonnie’s internship was at Sano in New Jersey. Her work centered
around diabetes and multiple sclerosis. “It was my rst experience in
the pharmaceutical industry, and I know I can apply what I learned in
epidemiological methods to my future work,” she said. n
“I saw how their
health was aected
and asked myself,
‘What can I do to
help them and others
not suer?’”
—Bonnie Qin
Bonnie Qin (left) and
Yuanyuan Qin (Contributed)
SANOFI GIFT HELPS TO BRING TOP
INTERNATIONAL SCHOLARS TO UNC
by claire cusick
IMPACT OF GIVING
As you read this, ve promising new Carolina students have yet to arrive
on campus. Instead, they are traveling across the globe—to China, India,
New Zealand, Spain and Italy—learning about themselves by volunteering
abroad and exploring foreign cultures.
ey are Carolina’s rst Global Gap Year Fellows, and thanks to a $1.5
million commitment from an anonymous donor, they have the opportunity
to spend a year in international voluntary service before their rst year at
Carolina. Five scholars were selected for the 2011-12 academic year (see box
on page 25.)
e Global Gap Year Fellowship Program was designed, and will be
administered by, the Campus Y, a department in the Division of Student
Aairs that has served as Carolina’s incubator for social justice since 1860.
Richard Harrill, Campus Y director, said the fellowships are not speci-
cally need-driven but intended to make gap-year opportunities available to
a broader range of students.
“We aim to support students who perhaps hadn’t thought of a gap year,
or who, if they had, wouldn’t have had the resources to take one,” Harrill
said. “is year we attracted a very diverse group of applicants, the kind
of students who are oen underrepresented in traditional study abroad pro-
grams. I feel like we’re on to something.”
Intended to reinforce the University’s burgeoning global education and
entrepreneurial climate, these nine-month fellowships provide a $7,500
stipend for travel, living expenses, program and other associated fees.
Fellows attended UNC’s Global Orientation on Ethics and Culture pro-
gram before departing, participating in workshops with 150 UNC under-
graduates designed to introduce Fellows to UNC’s global aairs program-
ming. Upon their return, Fellows will receive sta support to help them
integrate their gap experiences into academic and extra-curricular life at
UNC.
“We hope they will build on their experiences to become campus cata-
lysts for global engagement,” Harrill said.
Lily Clarke, from Fairview, N.C., has already completed one part of her
year: walking the 900-kilometer length of El Camino de Santiago across
northern Spain. She wrote an email to say that the Global Gap Year Fellow-
ship is a dream come true.
“It gives people like me the incentive to incorporate service into world
travel,” she wrote. “One of the most exciting things about the fellowship is
the freedom and opportunity it creates for each one of us! We are all going
to dierent destinations around the world, working with specic pockets of
society, the environment and other global issues. I think it’s amazing that
all of us were given the freedom to be creative with our travels and pick is-
sues and areas that we are individually concerned with and care about.” n
“I think it’s amazing
that all of us were
given the freedom to
be creative with our
travels and pick issues
and areas that we are
individually concerned
with and care about.”
—Lily Clarke
CAROLINA SENDS
FIRST GLOBAL GAP
YEAR FELLOWS OUT
INTO THE WORLD
By Claire Cusick
IMPACT OF GIVING
24
Meet the Global
Gap Year Fellows
MAGGIE ARMSTRONG hails from Lenoir, N.C. She graduated
from the North Carolina School of Science and Math. She is
teaching English to middle school students in the city of Jiuquan
in Gansu, China, as part of the Amity Foundations Young Teaching
Program.
LILY CLARKE, of Fairview, N.C., graduated from A.C. Reynolds
High School in Asheville, N.C. For the beginning of her gap year,
Lily is focusing on her own spiritual reflection. She just completed
El Camino de Santiago, a hike across southern France and
Northern Spain, where “pilgrims” stay in hostels along the way and
reflect on life and service. For the second part of her gap year, Lily
plans to volunteer at ECHO, a seed bank that equips people with
the resources and skills to reduce hunger and improve the lives
of the poor. For the last part of her year, she intends to pursue her
passion for community-based agriculture in northern Italy.
AMY DINGLER graduated from Whitewater High School in
Fayetteville, Ga. For her gap year, she will explore both her
educational interests and her faith through volunteer work in India,
Hungary and Belize in order to further prepare herself for college
and the rest of her life.
CECILIA POLANCO graduated from Northern High School in
Durham, N.C. Cecilia received a Morehead-Cain Scholarship to
attend UNC and will defer that award to spend her gap year in
Italy pursuing her passion for public health while learning to speak
Italian and Portuguese.
BRAD STACKHOUSE, of Morrisville, N.C., graduated from Enloe
High School in Raleigh, N.C. For the first half of his gap year, Brad
will work with Help Exchange in New Zealand, traveling around the
country volunteering on farms and with non-profit organizations.
Brad will then shift to Lima, Peru, where he will work for five
months at the YMCA as a volunteer at a youth camp. He will also
be partnering with the YMCA sta in an impoverished area of Lima
called Independencia to help with construction work.
Lily Clarke strikes out on her first day
of walking El Camino de Santiago, in
northern Spain. (Contributed)
25
27
YOUR GENEROUS GIFT TO CAROLINA is already at work.
Please continue your support of the University by renewing your
gift now. Whether to the University or a school or unit, to one
area or many, your support is greatly appreciated. Thank you!
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Address
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(business)
(cell)
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My gift to the University of North Carolina at Chapel Hill is:
$ + $ = $
Personal Gift Company Match* Total
This is a joint gift with my spouse.
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*Matching gifts can double or triple your gift. If you or your spouse
works for a matching gift company please contact the personnel
ocer to learn more about your company’s program.
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(Call our stock coordinator at 919.962.8189 for
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You may give an unrestricted gift to the University or any of its
schools or units as listed below. You may also designate a specific
fund. A gift to the University or one of its units may be held in
one of the foundations that supports the University unless you
indicate otherwise.
$
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$
Academic Aairs Library (5701)
$
Ackland Art Museum (5001)
$
Botanical Garden (5201)
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Carolina Center for Public Service (0780)
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Carolina Performing Arts Society (6270)
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and History (6013)
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If applicable, please designate specific fund:
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I have included Carolina in my Will and
would like information on the Gerrard Legacy Society
Please send information on including Carolina
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my income, cut taxes and make a gift to Carolina
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XIK
Gifts are credited to the University of North Carolina at Chapel Hill or foundations aliated with UNC-Chapel Hill as designated by the donor.
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PLEASE MAIL THIS FORM TO: UNC-Chapel Hill, PO Box 309, Chapel Hill, NC 27514-0309. Thank you!
28
