Carolina First Campaign Final Report

Final Report 1

MAKING CAROLINA FIRST

Final Report

Note: This is a customized version of a printed counterpart, Making Carolina First: Final Report/Honor Roll

2 Making Carolina First

TABLE OF CONTENTS

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4-5

6-17

18–34

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Making Carolina First was produced by the UNC Office of University Development, Campus Box 6100, Chapel Hill, NC 27599-6100

Comments or questions?: [email protected] / 919.962.0027Design: UNC Design Services

From Our Chancellors / Campaign Recap

Campaign By The Numbers

Volunteer Committees / Q&As

Making The Difference

Dennis and Joan Gillings

The Kenan Legacy

Neal Johnson

Wachovia and Carolina

Barb Lee

Ralph Falls Jr.

The Duke Endowment

Fred Eshelman

Carolina Covenant

Robertson Scholars

Good Chemistry

The Institute for the Arts and Humanities

Royster Society of Fellows

Jack Kent Cooke Foundation

Hugh Morton Collection

Active Living by Design

Carolina Performing Arts

Photo credits for front cover: Dan Sears, Damir Yusupov (Bolshoi Ballet performer), contributed (lower right).


On Dec. 31, 2007, the Carolina First Campaign finished at $2.38 billion,

exceeding our original goal by more than $500 million. This collective

achievement marked the fifth largest total among completed fund-raising

drives at that time in the history of U.S. higher education and the largest

in the South.

Your support. Your leadership. They made the difference. I—and

Carolina—owe you our profoundest gratitude.

You’ll see many numbers in the following pages, and you’ll read some of

the personal stories behind those numbers. Through it all, remember this

about Carolina First:

n More endowed professorships will enable us to recruit and retain the

best faculty, and we will have more resources to fund their research

and reward their efforts.n More scholarships will attract outstanding students and give them

access to a Carolina-caliber education—and broaden their college

experience once they arrive in Chapel Hill.n More tools and better facilities will fuel the discovery of new

knowledge—knowledge that will propel our efforts to improve people’s

health and livelihoods farther across our state and around the globe. n More cultural resources will enrich the lives of our students and

community residents.

In every way, the Carolina First Campaign has created our margin of

excellence. This campaign set out to support our vision to be the nation’s

leading public university. This campaign achieved that goal. Without Carolina

First, we would be a good university, perhaps even great. With Carolina First,

we are pre-eminent, we are leading.

And of all my memories as chancellor of this institution, none will be more

cherished than the memory I will share with all of you: We made Carolina

First, together.

James Moeser

Making Carolina First, together

FROM OUR CHANCELLORS

1999 2000Jan. 7, 2000The School of Education receives a scholarship-supporting estate gift from Charles Templeton valued at $714,000, the largest from a school alumnus at that time in the school’s history.

CAMpAIGN MILESTONES

(Editor’s note: James Moeser served as

Carolina’s chancellor from Aug. 15, 2000, to

June 30, 2008. His successor, Holden Thorp,

took over the post on July 1, 2008.)

July 1, 1999Quiet phase begins.

Final Report 3

It’s a great time to become

the chancellor of Carolina.

James Moeser left the

University in great shape on multiple fronts —

in large part due to the success of the Carolina

First Campaign.

I join Chancellor Moeser in extending my

deepest gratitude to all of you for making

the campaign such a historic milestone for

Carolina. I also thank Chancellor Moeser, whose

extraordinary leadership guided Carolina First to

heights that exceeded even our most ambitious

expectations. He’s a tough act to follow, but his

legacy will make my job much easier.

Coming from my post as dean of the College

of Arts and Sciences, I know firsthand the

importance of private giving—and the generosity

of Carolina supporters.

The promise of a research university—that

knowledge is shared and created by the same peo-

ple—is an audacious idea, one that many universi-

ties aspire to. That promise is realized only when

we have a faculty that excels at both research and

teaching, and the competition for scholars with

these skills has never been higher. To secure and

enhance this rich environment—and to make it

accessible to the best students—we’ll need to

build on Carolina First’s tremendous momentum.

I look forward to all we will do together for this

magnificent university.

Hark the Sound.

Holden Thorp

a great tiMe to get started The Carolina First Campaign, which supported UNC’s vision to

be the nation’s leading public university, began July 1, 1999,

and ended Dec. 31, 2007. Its public launch came in October

2002 with a $1.8 billion goal. That mark was raised to

$2 billion in October 2005. Not only did Carolina surpass its

overall goal, raising $2.38 billion, but each professional school

and unit exceeded individual goals as well. The campaign also

boasted yearly records for commitments ($363.6 million),

which include pledges, and gifts ($250.8 million), both set in

fiscal year 2007.

The campaign received contributions from more than 194,000

donors, ranging from UNC students to Dennis and Joan Gillings,

whose $50 million pledge to support the School of Public Health

marked the single largest commitment in the University’s

history. The campaign’s single largest donor was the William R.

Kenan Jr. Charitable Trust and related Kenan entities and family

members. They combined to commit $69.9 million.

More than 700 campaign volunteers contributed their sup-

port, time and expertise to make the drive a historic success.

To highlight just a few of the ways Carolina First moved

Carolina forward, the campaign:

n Brought in gifts that joined investment returns to increase

our endowment from $925.7 million to $2.2 billion, lifting

UNC five spots in the Chronicle of Higher Education’s U.S.

university endowment rankings (as of June 30, 2007).n Created 208 endowed professorships, raising our total to 547.n Created 577 undergraduate scholarship funds, raising our

total to 1,205.n Created 196 graduate fellowship funds, raising our total to 580.n provided more than $100 million to support 23 major

building projects, including the purchase of Winston

House in London for a European Study Center, UNC’s first

overseas property.

June 13, 2000The University announces that Julian H. Robertson Jr. and his wife Josie commit $24 million to create the Robertson Scholars program, a pioneering joint scholarship program between UNC and Duke.

Feb. 11, 2000The University announces that the John Wesley and Anna Hodgin Hanes Foundation of Winston-Salem provides funds for a 1,200-piece William Butler Yeats collection, making the University Library the first in the Southeast and one of only 20 in North America to reach the 5-million volume milestone.

CAMpAIGN RECAp


CAMpAIGN BY THE NUMBERS

NUMBER OF DONORS

Alumni105,478

54%

Foundations902.6%

Corporations6,438

3%

Friends79,153

41%

Other Organizations2,7901.4%

SOURCES OF FUNDS

Alumni$863.1 M

36%

Foundations$622.5 M

26%

Corporations$272.2 M

11%

Friends$465 M

20%

Other Organizations$161.4 M

7%

TOTALS BY UNIT

Ack

land

Art

Mus

eum

136%

$

13.6

M

Ath

letic

s14

0%

$24

5.7 M

Car

olin

aP

erfo

rmin

g A

rts

105%

$

17.8

M

Hea

lth

Cen

ters

103%

$

51.7

M

Hea

lth

Scie

nces

Libr

ary

103%

$

1 M

Inst

itute

for

the

Envi

ronm

ent

106%

$

8.5 M

Uni

vers

ity L

ibra

ry11

1%

$38

.7 M

Mor

ehea

dP

lane

tari

um &

Scie

nce

Cen

ter

195%

$

5.8 M

Nor

th C

arol

ina

Bot

anic

al G

arde

n15

7%

$12

.5 M

Stud

ent A

ffai

rs11

6%

$11

.6 M

% O

F G

OA

LTOTALS BY SCHOOL

% O

F G

OA

L

Art

s &

Sci

ence

s11

1%

$38

7.1 M

Bus

ines

s11

2%

$20

2.1 M

Den

tistr

y13

9%

$41

.7 M

Educ

atio

n10

8%

$14

M

Gov

ernm

ent

106%

$

10.6

M

Gra

duat

e10

7%

$19

.2 M

Info

rmat

ion

&Li

brar

y Sc

ienc

e12

3%

$6.

2 M

Jour

nalis

m&

Mas

s C

omm

unic

atio

n15

2%

$45

.5 M

Law

107%

$

32 M

Med

icin

e12

2%

$61

0 M

Nur

sing

105%

$

15.8

M

Pha

rmac

y25

7%

$66

.7 M

Pub

lic H

ealt

h16

4%

$16

4.2 M

Soci

al W

ork

152%

$

21.3

M

TOTALS BY USE

% O

F G

OA

L

Expe

ndab

le

Endo

wm

ent

Bui

ldin

gs

124%

$

1.24

B

121%

$

964.

1 M 89

%

$17

7.9 M

TOTALS BY PURPOSE

% O

F G

OA

L

Stud

ents

INC

LUD

ES:

577

Scho

lars

hips

196

Fello

wsh

ips

99%

$

345.

3 M

Facu

lty

INC

LUD

ES:

208

Pro

fess

orsh

ips

84%

$

419.

7 M

Res

earc

h11

6%

$57

9.4 M

Stra

tegi

cIn

itiat

ives

148%

$

664.

8 M

Faci

litie

s92

%

$18

5 M

GRAND TOTAL

% OF GOAL

$2.38 BILLION 119%

nov. 21, 2000The Bill & Melinda Gates Foundation commits $15.1 million for drug development to combat African sleeping sickness.

sept. 11, 2000The University announces that the Red Hat Center commits $4 million to launch ibiblio, a collaborative digital library that seeks to become the largest collec-tion of freely distributed information on the Internet.

aug. 15, 2000Chancellor James Moeser takes the helm of the University and the campaign.

Final Report 5

2001

NUMBER OF DONORS

Alumni105,478

54%

Foundations902.6%

Corporations6,438

3%

Friends79,153

41%

Other Organizations2,7901.4%

SOURCES OF FUNDS

Alumni$863.1 M

36%

Foundations$622.5 M

26%

Corporations$272.2 M

11%

Friends$465 M

20%

Other Organizations$161.4 M

7%

TOTALS BY UNIT

Ack

land

Art

Mus

eum

136%

$

13.6

M

Ath

letic

s14

0%

$24

5.7 M

Car

olin

aP

erfo

rmin

g A

rts

105%

$

17.8

M

Hea

lth

Cen

ters

103%

$

51.7

M

Hea

lth

Scie

nces

Libr

ary

103%

$

1 M

Inst

itute

for

the

Envi

ronm

ent

106%

$

8.5 M

Uni

vers

ity L

ibra

ry11

1%

$38

.7 M

Mor

ehea

dP

lane

tari

um &

Scie

nce

Cen

ter

195%

$

5.8 M

Nor

th C

arol

ina

Bot

anic

al G

arde

n15

7%

$12

.5 M

Stud

ent A

ffai

rs11

6%

$11

.6 M

% O

F G

OA

L

TOTALS BY SCHOOL

% O

F G

OA

L

Art

s &

Sci

ence

s11

1%

$38

7.1 M

Bus

ines

s11

2%

$20

2.1 M

Den

tistr

y13

9%

$41

.7 M

Educ

atio

n10

8%

$14

M

Gov

ernm

ent

106%

$

10.6

M

Gra

duat

e10

7%

$19

.2 M

Info

rmat

ion

&Li

brar

y Sc

ienc

e12

3%

$6.

2 M

Jour

nalis

m&

Mas

s C

omm

unic

atio

n15

2%

$45

.5 M

Law

107%

$

32 M

Med

icin

e12

2%

$61

0 M

Nur

sing

105%

$

15.8

M

Pha

rmac

y25

7%

$66

.7 M

Pub

lic H

ealt

h16

4%

$16

4.2 M

Soci

al W

ork

152%

$

21.3

M

TOTALS BY USE

% O

F G

OA

L

Expe

ndab

le

Endo

wm

ent

Bui

ldin

gs

124%

$

1.24

B

121%

$

964.

1 M 89

%

$17

7.9 M

TOTALS BY PURPOSE

% O

F G

OA

L

Stud

ents

INC

LUD

ES:

577

Scho

lars

hips

196

Fello

wsh

ips

99%

$

345.

3 M

Facu

lty

INC

LUD

ES:

208

Pro

fess

orsh

ips

84%

$

419.

7 M

Res

earc

h11

6%

$57

9.4 M

Stra

tegi

cIn

itiat

ives

148%

$

664.

8 M

Faci

litie

s92

%

$18

5 M

GRAND TOTAL

% OF GOAL

$2.38 BILLION 119%

Feb. 14, 2001Frank Borden Hanes Sr. commits $2 million to endow the Thomas Wolfe Scholarship in Creative Writing, creating one of the single largest scholarships in the College of Arts and Sciences.

april 16, 2001The University announces that an anonymous donor commits $25 million—the largest gift ever to Carolina to date from an individual—to establish the Michael Hooker Center for Proteomics.


paul Fulton, Co-ChairWillard J. Overlock, Jr., Co-ChairCharles M. Shaffer, Jr., Co-ChairIvan V. Anderson, Jr.Edward T. BaurLaura BeckworthNancy BrysonVaughn BrysonMarjorie Bryan BuckleyLucius E. BurchTimothy B. BurnettJohn W. Burress IIIRussell CarterW. Lowry CaudillMax C. Chapman, Jr.Tom ChewningTimothy Fitzgerald CobbFrank Craighill

Mary Anne DicksonChuck DuckettJohn Gray Blount Ellison, Jr.David G. FreyJ. Alston GardnerRobert Douglas Gillikinpeter T. GrauerBernard GrayJulia S. GrumblesLucia HalpernFrederick Earl Hopkins IIIWalter Edward Hussman, Jr.Barbara HydeJames E. S. HynesGeorge JohnsonWilliam R. JordanJames Graham Kenan IIIThomas Stephen Kenan IIIMichael Denard Kennedy

William Douglas KingTom LambethGeorge Walter Loewenbaumpeter G. C. MallinsonKnox Massey, Jr.William O. McCoyStephen phillip MillerWilliam Merrette Moore, Jr.Allen Benners Morgan, Jr.David Earl pardue, Jr.Roger perryJohn A. powellTony RandWilliam T. ReynoldsFrancis G. RiggsJefferson H. Rivespaul RizzoCharles A. SandersNelson Schwab III

Minor Mickel ShawEdward Calvin Smith, Jr.John L. Townsend IIIS. Thompson Tygart

honorary MembersWilliam J. Armfield IVErskine BowlesMolly Corbett BroadWilliam Clyde FridayWilliam B. Harrison, Jr.Richard Hampton JenretteHugh McCollEarl N. phillips, Jr.The Honorable Mercer Reynolds IIIJulian H. Robertson, Jr.Dean SmithRollie Tillman, Jr.

The Carolina First Campaign Steering Committee guided efforts to generate the record-breaking support

for the University that is taking Carolina to the top.

These dedicated volunteers engaged alumni and friends, identified leadership donors and told the Carolina

story across the U.S. and around the globe. A core group of long-time friends and donors and the heads of

special focus committees—representing a broad range of constituencies—made up the Steering Committee.

Steering Committee members gave a total of $158 million to Carolina First.

James S. Allred (Student Body President)William J. Armfield IVAngela R. BryantTimothy B. BurnettMatthew M. Calabria (Student Body President)Eve M. Carson (Student Body President)philip G. CarsonRussell CarterAnne Wilmoth Cates

phillip L. ClayJennifer A. Daum (Student Body President)Walter R. DavisSeth M. Dearmin (Student Body President)John Gray Blount Ellison, Jr.paul FultonJ. Alston GardnerNicholas p. Heinke (Student Body President)Barbara Hyde

James E. S. HynesWilliam R. JordanJean Almand KitchinKarol V. MasonRobert B. Matthews (Student Body President)Hugh McCollDavid Earl pardue, Jr.Roger perrySallie Shuping-RussellCharles A. SandersNelson Schwab III

A. Donald StallingsRichard Y. StevensMatthew S. Tepper (Student Body President)Cressie H. Thigpen, Jr.Richard T. WilliamsRobert W. Winston IIIJustin C. Young (Student Body President)

STEERING COMMITTEE

BOARD OF TRUSTEESThe following is a list of UNC Board of Trustees members who served during the Carolina First Campaign.

aug. 21, 2001A $757,000 bequest from the estate of L’Vir Sande establishes the Rebecca Irene Sande Scholarship Fund in Physical Therapy, the first in the department’s history.

sept. 13, 2001The last payment is made on a bequest from Katherine Bradley Mouzon to the North Carolina Botanical Garden for the Visitor Education Center, bringing the bequest’s total value to $2.76 million, the single largest gift in the garden’s history.

Final Report 7

2002

Co-Chair, Steering Committee

n What’s your favorite memory of being a UNC student?

The friends I made there who are

still an important part of my life.

n Why did you become involved in the Carolina First Campaign?

Michael Hooker.

n What did you most enjoy about being a campaign volunteer and of what aspects of the campaign are you most proud?

Reconnecting and being a part of

Chapel Hill.

n What are your hopes for Carolina’s future?

That we always strive to be the best

public university in the world.

Paul Fulton lives in Winston-Salem, N.C. He is chairman of the Board of Directors and former CEO of Bassett Furniture Industries. He was president of Sara Lee Corporation from 1987 to 1993. From 1994 to 1997, Paul served as dean of Kenan-Flagler Business School at



Being in Chapel Hill after coming

back from spring vacation. That

was such a great time of year. The

beauty of the campus would be in

full bloom; I got to wear a polo or

T-shirt. There was just a nice sense

of freedom.


It was a very simple thing. It

allowed me to partially pay back

the University for the education I

got. There are a lot of ways people

can pay back, and this is what I was

able to do.


Getting reacquainted with alumni

and getting to know students and

staff—all the people who are

involved in making UNC what it is.

I’m most proud of fulfilling our



I have three favorite memories: one,

the privilege of being a Morehead

Scholar; two, playing on Coach

Dean Smith’s first three teams

at Carolina; and, three, while a

student at UNC law school, I heard

former Chancellor Bill Aycock de-

liver what is surely one of the finest

classroom lectures ever given, for

which the students in his class gave

Chancellor Aycock a standing

ovation as he left the classroom.


I was motivated to volunteer for

Carolina First because my father

was the first director of develop-

ment at Carolina, holding the post

from 1952 to 1978.


All Carolina alumni cherish the

Q&A

Paul Fulton Mike overloCk Charlie shaFFer

Continued on Page 35—Fulton Continued on Page 35—overloCk Continued on Page 35—shaFFer

oct. 11, 2002On the eve of University Day, the campaign’s public phase launches with $866 million, or 48 percent, of the (then) $1.8 billion goal committed.

oct. 12, 2001The University announces that the William R. Kenan Jr. Charitable Trust pledges challenge gift to create $3 million eminent professorships as part of a $27 million lead gift, establishing the largest and most prestigious endowed professorships in UNC history.


2003

REGIONAL COMMITTEES

Metro new Yorkpeter T. Grauer, Co-ChairJohn L. Townsend III, Co-ChairDwight W. AndersonW. Gaston Caperton IIIKatharine Mason ChapmanBrian ClarksonMunroe CobeyAnn ColleyJ. Haywood DavisEric Fastpeter Y. GevaltAnne Stephens HarrisonFrank J. Hawley, Jr.Virginia Commander Knottpierre F. Lapeyre, Jr.William I. MortonGary Wilton parrAlan Clements StephensonMarree Shore Townsend

Mid-atlantic u.s.BaltimoreWilliam T. Reynolds, Co-Chair

Frank G. Riggs, Co-ChairCharles A. BryanRandal EtheridgeArchibald Taylor FortRebecca GalliA.C. GeorgeKathryn Tanner GeorgeHenry G. HaganDonald R. HeacockFrances M. KeenanRobert ManekinAlexander B. Martin, Jr.Lee polk Woody, Jr.KentuckyJames Graham Kenan III, ChairVirginiaTom Chewning, ChairBruce ArnettBill AxselleThos. E. CappsCharles M. Johnson IIIDouglas D. Monroe IIIJack Spain, Jr.Elizabeth Hobson ThorntonKen WillardWashington, D.C.Frank Craighill, ChairSteve Cumbie

David D. FlanaganDruscilla FrenchWebb C. Hayes IVWallace F. Holladay, Jr.Kevin JonesSuzy KellyThe Ernest M. Oare FamilyJames B. pittlemanRobin West

new england / Midwest u.s.ChicagoJohn William Hughes IIIDrew McNallyJane DiRenzo pigottTug WilsonIndianapolisLynn KippenhanCincinnatiFrank T. Hamilton IIIKen LoweChuck ReynoldsMichiganDavid G. Frey, ChairphiladelphiaMarjorie Bryan Buckley, Chair

Steven M. DurhamSt. LouisEdward T. Baur, ChairWilliam J. Koman

south u.s.ArkansasWalter Edward Hussman, Jr., ChairSouth CarolinaMinor Mickel Shaw, ChairIvan V. Anderson, Jr.Ronnie ClementRobert Carlton DavisDave EdwardsEarle FurmanBen KeysHurdle H. Lea, Jr.Lloyd S. LilesErwin MaddreyFrank O’BrienKathleen Gallagher OxnerTexasLaura Beckworth, Co-ChairRobert Douglas Gillikin, Co-Chair

George Walter Lowenbaum, Co-ChairJohn BoettigheimerDouglas R. EvansElton M. Hyder IIIRick MargerisonJohn R. Sears, Jr.Smokey Swenson

southeast u.s.FloridaNancy Bryson, Co-ChairVaughn Bryson, Co-ChairS. Thompson Tygart, Co-ChairThomas Donnelly ArthurRichard J. RazookBenjamine ReidAlbert SalemJean UeltschiJim UeltschiJim WinstonGeorgiaBernard Gray, Co-ChairGeorge Johnson, Co-ChairJeffrey Alan AllredLee BurrowsWilliam W. Espy

Carolina First Campaign Regional Committees formed a far-reaching volunteer structure to involve as many alumni

and friends as possible in the campaign. Committee chairs, who also were on the Carolina First Campaign Steering

Committee, recruited around a dozen members to serve with them. All told, there were 280 regional volunteers

across the United States, plus 30 in Europe. The chief mission of the committees was to help raise the University’s

profile in their areas.

Along with making leadership gifts, committee members helped to identify prospects and develop solicitation strate-

gies. These strategies included phone calls, face-to-face visits and opening the door for gift officers or administrators.

A key activity of the committees was hosting regional events to bring Carolina alumni and friends together to hear

the campaign message from the chancellor, deans, directors and faculty. Over the course of Carolina First, they

hosted nearly 300 events.

Regional Committee members gave a total of $124 million to Carolina First. Three regions—Georgia, Metro-New

York and North Carolina—each contributed more than $100 million to the campaign, and their leadership is featured

in the Q&As on pages 10–11.

Feb. 26, 2003The University announces that Fred Eshelman commits $20 million to the School of Pharmacy, marking the largest gift ever to a U.S. pharmacy school.

May 23, 2003The University announces that the campaign has reached the $1 billion milestone with key gifts from Lowry Caudill ($3 million to the Carolina Physical Science Complex) and John and Paula Powell ($1.66 million for the John Shelton Reed Distinguished Professorship in the College of Arts and Sciences).

Final Report 9

2004oct. 1, 2003The University announces the Carolina Covenant—UNC’s pioneering initiative to provide qualified low-income students with a debt-free education, with private gifts playing a critical role in the program’s budget.

March 23, 2004The University announces that Miriam McFadden establishes a trust fund to recruit and retain faculty in the School of Social Work with a $1.2 million commitment, the largest ever received by the school up to that time.

Gardiner GarrardCarol G. GellerstedtLarry L. GellerstedtJulia S. GrumblesJim HendersonJoel HugheyWarren Y. Jobepeter C. MoisterAllen MoseleyMary Rose King TaylorWilliam Asbury WhitakerLeonard W. WoodTennesseeLucius E. Burch, Co-ChairAllen Morgan, Jr., Co-ChairCharles R. Brindell, Jr.Joseph Brown Ledbetter

Western u.s.William Douglas King, Co-ChairJohn A. powell, Co-ChairNancy Robertson AbbeyHarris BartonEva Smith DavisRobin Richards DonohoeJennifer Lloyd HalseySuzanne Laughinghouse KayneTom Newbypaula Davis NoellH. Stewart parkerA. Garrett SnookWilliam Starling

eastern n.C.EasternEdward Calvin Smith, Jr., ChairTurner B. Bunn IIIWilliam G. Clark IIICecil SewellJ. Troy Smith, Jr.A. Donald StallingsRaleighWilliam Merrette Moore, Jr., Co-Chair

Roger perry, Co-ChairRobert H. BilbroDonald W. CurtisFrank Daniels, Jr.Thomas F. Darden IIFred HutchisonSherwood SmithCharles M. Winston, Sr.Robert W. WinstonWilmingtonRussell Carter, ChairWilliam J. Blair IIIWilliam H. CameronJohn A. McNeill, Jr.

Central n.C.Chapel Hill/Durhampaul Rizzo, Co-ChairCharles A. Sanders, Co-ChairFrederick O. Bowman, Jr.W. Lowry CaudillRobert C. EubanksJ. Allen FineChristopher C. Fordham IIIRichard Furrpaul HardinJim HeavnerLuther Hartwell Hodges, Jr.Thomas W. Hudson, Jr.Betty KenanThomas Stephen Kenan IIIKenneth B. Lee, Jr.William O. McCoyElinor Hess MunschArthur M. pappasWyndham RobertsonJames Terry Sanford, Jr.Willis p. WhichardFayettevilleWilliam R. Jordan, Co-ChairTony Rand, Co-Chair

triad n.C.BurlingtonDavid Earl pardue, Jr., ChairWilliam H. SmithGreensboroJohn Gray Blount Ellison, Jr., ChairH. Allen AndrewSteven D. BellFrank BrennerTimothy B. BurnettGeorge Watts Carr IIISteve HassenfeltHayes HoldernessJim KaleyKathryn Scott LongSallie A. McMillionBraxton SchellTim WardH. Michael WeaverLen WhiteHigh pointJefferson H. Rives, ChairDavid R. HayworthWinston-SalemJohn W. Burress III, Co-ChairChuck Duckett, Co-ChairDudley C. ChandlerRick CrowderDale Erick DriscollF. Borden Hanes, Jr.Frank Borden Hanes, Sr.James A. Hardison IIITom LambethScott LivengoodWalter McDowellJohn G.Medlin, Jr.Kimberley C. “Kayce” King MyersEd pleasantsScott H. RichardsonAnn Lewallen SpencerJohn L. Turner

Charlotte n.C.Frederick Earl Hopkins III, Co-ChairJames E. S. Hynes, Co-ChairNelson Schwab III, Co-ChairJim BabbGeorge BattleJohn R. BelkMike Blairphilip BlumenthalAmy Woods BrinkleyHarry M. BryantBrooks CareyDerick CloseLuther CochraneMarion A. Cowell, Jr.Mary Anne DicksonElizabeth Stetson DowdJanis Hape DowdFrank EdwardsEdward HardisonWilliam T. Hobbs IIDaniel LevineHugh McCollpaula R. NewsomeLaura parkTrip parkEpes RobinsonH. Allen Tate, Jr.G. Kennedy ThompsonKristy ThompsonMargaret UllrichVan WeatherspoonJohn Robbins WesterRichard T. WilliamsBill Williamson

Western n.C. / ashevilleStephen phillip Miller, ChairKeith Blackphil CarsonMax CogburnSim CrossRandy FluhartyBill Groce

Fred GroceKenneth E. HornowskiSandra MadisonCary OwenCharlie OwenEleanor OwenCharles R. price, Jr.Mary Ann RiceBob RobertsJack StevensZeb WeaverChic WebbAnn Young

europeLucia Halpern, Co-Chairpeter G. C. Mallinson, Co-ChairJane Sommers-Kelly, Co-Chairphilip D. BennettHyman K. BielskyMarietta Austin BielskyJohn L. BrantleyCharles R.M. CameronDavid C. ChanceJames DeanJ. Daniel Fitz IIThomas A.p. GodfreyAnders p. HakfeltJeffrey L. HidayJohn A. Jensen, Jr.Rebecca B. JensenSarah LarenaudieMary F. LeadbetterJoseph M. McConnellBurch S. MixonM. K. MorseS. J. MorseAliza Blachman O’KeeffeGlenna B. pattonAndrea pontiAnn StewartWilliam TyneCheryle Jernigan WickerCharles Leigh Wickham IIIRichard J.C. Wilmot-SmithDavid G. Winfield


Peter grauergeorge JohnsonbernY graY

Co-Chair, Georgia

Regional Committee


The memory of collective experi-

ences with fantastic professors

and students.


I was motivated by the

need for faculty support and

endowment.


I enjoyed the association with the

other volunteers and the University

officials. I am proud to have beaten

our goal.


I hope that UNC can preserve

its quality without succumbing

to political pressure to expand.

Co-Chair, Georgia

Regional Committee


Without a doubt, winning the 1957

men’s NCAA basketball champion-

ship against Kansas. The game

was played in Kansas City, but it

was one of the early title games to

be televised, so I watched it on a

black-and-white television with a

bunch of people in the ATO house.

There was pure bedlam on

Franklin Street after we won—the

celebration lasted all night. I went

to RDU airport to welcome the team

back, and there were thousands

of fans there to greet them.

People were sitting on the roofs of

airplane hangars.

The players were regular guys.

Four of the starters were juniors,

like me, and I had classes with

them. They were my friends.


I’d been involved in the Bicentennial

Campaign and was asked to be

Co-Chair, Metro-New York

Regional Committee


Competing in freshman and varsity

sports in football and lacrosse,

the Deke House, the Castle, Ken

Reckford (a classics professor) and

my English major and professors.


Carolina is a very important part of

my life and successes—anything I

can do financially or otherwise to

help the University is a high priority.

My roles with the Investment Fund

Board, with the Honors Program/

Johnston Center for Undergraduate

Excellence, with the National

Development Council and with

the Global Leadership Circle are

all a small way for me to repay

my debt to Carolina. They’ve also

enabled me to be involved firsthand

in a number of developments that

have strengthened the University,

such as the renovations to Graham

Memorial, the opening of Winston

Continued on Page 36—graY Continued on Page 36—Johnson Continued on Page 37—grauer

april 21, 2004The Carolina Physical Science Complex, the largest construction project in University history, breaks ground, with Phase I funding to include $22 million in private gifts.

aug. 21, 2004The Sonja Haynes Stone Center for Black Culture and History, built entirely with private support, opens with a dedication ceremony, creating one of the first free-standing centers in the region to combine academic programs, arts and cultural programming, and outreach programming.

Q&A

Final Report 11

2005

John toWnsend nelson sChWab eddie sMith

Co-Chair, Metro-New York

Regional Committee


The springtime—a classic, beauti-

ful setting there on campus. There

would be Spring Break—getting

ready to go or getting back from it.

There would be the NCAA basket-

ball tournament. There would be

the sense that you’d been working

hard and the year was almost over.

That was my favorite time.


It actually started with the Bicenten-

nial Campaign. Paul Rizzo and the

leadership team solicited me, and

I enjoyed the experience—in fact, I

gave more than I expected! So, with

Carolina First, I wanted to help from

that side of the table as well.


The opportunity to meet a lot of

Co-Chair, North Carolina Regional

Committee (Charlotte)


Besides getting a good education,

it’s the friendships. The friends I

made there are the friends I have to-

day. They’re bonds that last forever.


I feel a tremendous obligation to

give back because the University

gave so much to me. Being a part of

the campaign was a way I could do

that. I first made my own commit-

ment because I didn’t think I should

ask others to give if I hadn’t.


There were two things that I most

enjoyed. One was meeting new

people and seeing how people got

excited about giving to Carolina and

about what they could do for

Carolina. That was very gratifying.

Co-Chair, North Carolina Regional

Committee (Eastern)


Sitting around Y Court drinking

orangeades and visiting with

friends, both old and new!


Having been closely involved with

the University over the years on

various boards and committees,

I was acutely aware of the many,

many needs of the University, from

building maintenance to new build-

ings to the need to attract and retain

outstanding faculty, as well as out-

standing students via scholarships.


I was part of the original group of

about 15 people that was asked to

sort of “flesh out” the scope of the

campaign. We got the opportunity to

meet with the dean of every school

Continued on Page 38—toWnsend Continued on Page 38—sChWab Continued on Page 39—sMith

sept. 14, 2005The University announces that the William R. Kenan Jr. Charitable Trust commits a $5 million challenge grant to endow the Carolina Performing Arts.

June 30, 2005The Annual Fund breaks the $5 million mark for the first time in a single fiscal year with 33,832 donors contributing.

Q&A


2006

CAROLINA WOMEN’S LEADERSHIp COUNCIL

Co-Chair, Carolina Women’s Leadership Council


Being on such a beautiful campus really stands out for me, and I also remember how

extremely friendly and helpful other students and faculty were.


I served on the Carolina First Planning Committee that examined the needs of UNC’s

departments and schools, as well as the physical plant. Barbara Hyde and I were asked to lead an effort to reengage

women in the life of the University and leverage their many talents and resources to help meet those needs. Julia

Sprunt Grumbles joined us later to help, and the Carolina Women’s Leadership Council took shape from there.

Text to come - LIST

The Carolina Women’s Leadership Council is a network of UNC alumnae from all over the country committed to

supporting the University and students’ educational experiences. Formed at the beginning of the Carolina First

Campaign, the council was critical to reengaging alumnae and building key support for Carolina First.

The council’s major achievements include helping to inspire a huge surge in first-time female donors—there

were more than 24,000 over the last five years of the campaign. Other highlights include endowing the Faculty

Mentoring Award, a $5,000 award that recognizes two faculty annually for outstanding mentoring to students

and colleagues, and placing more than 100 women in leadership positions on advisory boards that serve UNC

entities such as the College of Arts and Sciences and the schools of education and pharmacy, as well as the

entire campus via the Board of Visitors. The council also hosted more than 50 women’s events throughout the

country for 6,000 women and puts out an e-newsletter with a circulation of 40,000.

Led by a 22-member Executive Committee, the Carolina Women’s Leadership Council has 186 members and

continues to work to strengthen Carolina through women’s contributions of support, time and expertise. Council

members gave a total of $58 million to Carolina First; gifts from women totaled $500 million.

executive CommitteeMary Anne Dickson, Co-ChairJulia S. Grumbles, Co-ChairBarbara Hyde, Co-ChairRenee Dobbins Anderson

Ellen deRosset BassettMary Mills Folger BordenSarah Smith CareyRebecca CobeyDruscilla FrenchMolly Dewar Froelich

Susan E. Gravelypam HeavnerVirginia Commander KnottDonna Curtis McClatcheySallie Armfield McMillionAurelia Stafford Monk

paula Davis NoellBarbara M. O’HerronMarjorie Moses SchwabMarree Shore TownsendMargaret UllrichMary Helen Dunn Wade

Continued on Page 39—diCkson

MarY anne diCkson

Feb. 8, 2006The University announces that Roy and Wanda Williams will serve as honorary co-chairs of a (then) $10 million campaign to endow the Carolina Covenant.

sept. 15, 2005The University announces that an $11 million bequest from the estate of Col. John Harvey Robinson provides the foundation for a $60 million drive to create merit-based scholarships.

oct. 1, 2005Campaign goal is raised to $2 billion.

Final Report 13

barbara hYde



This question is impossible for

me to answer. Walking down

Franklin Street at 3 a.m. with

friends laughing and stuffing

our mouths with hot Krispy

Cream doughnuts, food fights

at Lenoir Hall ... fall ... spring

... sitting in FRONT of the gov-

ernor at the one and only basketball game I got tickets

to ... road trips to the beach ... I could go on and on.


The opportunity to give back to UNC, which has given

me more than I will ever be able to repay.


The Carolina Women’s Leadership Council is one of

the greatest legacies and contributions back to UNC

to come out of the campaign. Seeing UNC’s female

graduates engaging not only in financially contributing

in unprecedented numbers and dollar amounts but also

returning to Carolina to lend their time, expertise and

leadership to the University.


Considering that UNC is a great public university, my

hope is that Carolina students, faculty, staff and alumni

will live their lives in a manner that brings pride to

the University through their contributions to their

communities and to the world.

Julia Grumbles lives in Chapel Hill, N.C. She retired as corporate vice president of human resources, public relations



Classroom memories stand out

the most now —great moments

with great teachers. I remem-

ber a “Great Books” honors

course in the English depart-

ment with Weldon Thornton.

There were so many moments

when the intellectual light bulb

turned on for me. He told us, “This may be the first time

you’ll read these books, but if I do my job, it won’t be the

last.” He was right. I’ve re-read them since, thanks to

his inspiration.


I cut my teeth raising money for my alma mater, so it

made sense for me to be an “asker” for this campaign as

well as a giver. Plus, it was an honor to join the ranks of

so many volunteers who love Carolina as I do.


Being a part of the Carolina Women’s Leadership Coun-

cil was a pleasure—I’d put that at the top of my list.

And I’m particularly proud of how women stepped up

to play such a meaningful and powerful role in the cam-

paign as leaders and donors. The face of philanthropy at

Carolina has become more inclusive and richer as the

campus has embraced a diversity of donors.


That the University takes its place as the leading public

university in the country by rising to the challenge of

living out Eve Carson’s message of “excellence with a

heart.” I believe that phrase gives us a guiding light to

Continued on Page 40—gruMbles Continued on Page 40—hYde

Julia gruMbles

May 23, 2006The University announces that FedEx Corp. commits $5 million to support and name the Global Education Center.

June 2006n Campaign breaks original $1.8

billion goal.n UNC raises more than $200 million in

gifts in a single year for the first time.

sept. 6, 2006The University announces that Earl N. “Phil” Phillips Jr. creates the Phillips Ambassadors Program in the College of Arts and Sciences, endowing scholarships for up to 50 undergraduates annually.

Q&A


Q&A

MINORITY ALUMNI STEERING COMMITTEE

The Carolina First Campaign took the work of multiple

constituencies to be a success.

One of the groups leading the way was the Minority

Alumni Steering Committee, since renamed the Alumni

Committee for Racial and Ethnic Diversity. The committee

works to create deeper partnerships between the Univer-

sity and its minority alumni. The goal during Carolina First

was to bolster financial support in the present while laying

the framework for development in the years to come.

The Minority Alumni Steering Committee was formed

during the planning of Carolina First. Four subcommit-

tees—the African American, Asian, Latino/a and Native

American—built key coalitions of support that spread the

message to other alumni. Their primary mission was to

widen the focus to be inclusive of various ethnic groups

across the UNC alumni base.

By engaging these important alumni, the Minority

Alumni Steering Committee helped to generate new

leadership roles and funding opportunities critical to

making Carolina First a success and blazing a trail for

Carolina’s mission to lead all public universities into the

future of true excellence in higher education.

Minority Alumni Steering Committee members gave a

total of $5.9 million to Carolina First.

Michael Denard Kennedy, Chair Barbara Lee, Chair (Asian Subcommittee)Kevin Maynor, Chair (Native American Subcommittee)Teresa Carol Artis Danny Bell Manuel Campano Lana Dial

Cesar Elizondo Hans Huang Kevin Jones Alison Lathrop Karol V. Mason Ngoc Nguyen Robert Selden Sterling Spainhour Jim Tanner

Chair, Minority Alumni Steering Committee


Attending my first basketball

game at Carmichael Audito-

rium as a freshman. I lived in

Granville Towers, so I knew Phil

Ford and Walter Davis. Because

of those relationships, it was

exciting to see them perform

on the court.


First, I wanted to be able to give back to the University—

at the end of the day, we’re all part of the Carolina family.

Also, I recognized how important the campaign would

be for us to stay competitive as an institution. Our main

peer institutions are Virginia, Michigan and Berkeley, all

of which receive substantial private support. Therefore,

private support is going to make the difference in keeping

Carolina at the top echelons of higher education.

Since I now live in Georgia, I have been exposed to

the SEC universities, and this exposure has made me

appreciate Carolina even more due to its commitment to

top-notch academics.

Continued on Page 41—kennedY

sept. 14, 2006The University announces that the Bill & Melinda Gates Foundation grants $21.3 million to develop new drugs for African sleeping sickness and leishmaniasis.

sept. 20, 2006The University announces that Barbara and Pitt Hyde pledge $5 million to endow the Academic Leadership Program in the Institute for the Arts and Humanities and to name the program for Ruel W. Tyson.

MiChael kennedY

Final Report 15

katie loovis

YOUNG ALUMNI COUNCILSYoung Alumni Councils are groups of recent graduates dedicated to making an immediate impact at the University they love.

The councils were envisioned as a way to keep alumni engaged in the University and to create awareness of the need

of their financial support. Originally defined as undergraduate alumni of the last 15 years, young alumni were reclassi-

fied near the end of Carolina First as graduates of the last 10 years. Young Alumni Councils engage these alumni across

the country and educate them about the importance of annual support of Carolina. Councils exist in New York; Atlanta;

Washington, D.C.; Los Angeles; Charlotte; and Orange, Durham and Wake counties in North Carolina.

In Carolina First, the councils stressed educating alumni about how they can make an impact on the lives of students

and faculty on campus. Regional meetings, social get-togethers and educational events proved to be great tools to get

and keep UNC’s young alumni in touch with Carolina.

The councils will continue to encourage young alumni to give back to the University, as well as teach the value of

giving. With their Carolina First experience, the Young Alumni Councils stand poised to have an ever-increasing impact

on the University.

Young alumni gave a total of $51.4 million to Carolina First. Some outstanding examples of Young Alumni Council

members who stepped up during the campaign include:

Frederick Earl Hopkins IIIKelly Matthews HopkinsKatie Renee Loovis

Donna Curtis McClatcheyThomas Jude ModzelewskiBharath parthasarathy

Catherine M. ReuhlMalaika Marie UnderwoodWilliam A. Warren, Jr.

Co-Chair, Washington, D.C., Young Alumni Council


The blue skies, sweet tea, brick walks, friendly hellos, the sound of the bells. I have so many

warm Chapel Hill memories, but I would say my favorite memories revolve around athletics.

As a high school athlete, I was drawn to the University by Carolina’s dedication to women’s

athletics. I was recruited as part of Carolina’s first-ever women’s lacrosse team, and Coach

Jenny Slingluff Levy led us to a top-10 ranking our first year, and to the final four our second

year—no small feat and a true Cinderella story for most schools, but no surprise for Carolina, which has a tradition of

excellence in women’s athletics. The women’s lacrosse program joined the ranks of other solid record-making pro-

grams, such as the UNC women’s teams in field hockey, soccer and basketball. It was inspiring to train alongside such

phenomenal female athletes, many of whom were simultaneously training for the Olympics. My sweetest memory is

feeling a part of something much larger than just my own team sport—part of a family.

Continued on Page 41—loovis

Q&A

dec. 15, 2006The University announces that the William R. Kenan Jr. Charitable Trust commits $8 million to the Department of Music to create 16 inaugural Kenan Music Scholarships and complete construction of a new music building.

nov. 18, 2006The University announces that Max Chapman commits $5 million to name the Max C. Chapman Jr. Hall in the Carolina Physical Science Complex.


2007


It’s tough to narrow it down

to one favorite memory. I

truly enjoyed my experi-

ence at Carolina and would

go back and do it all over

again in a heartbeat (even

the studying). If I had to

choose one memory, it would probably be all those

spring afternoons I spent “studying” near the Pit or

out on the Quad.


I owe Carolina a lot. I benefited from my experience

as a student-athlete and wouldn’t be where I am

today without the guidance of Coach Sagula, my

professors and my mentors.


I have really enjoyed being involved with the Young

Alumni Council as both the director of young alumni

giving and, now, as an Atlanta Young Alumni Council

co-chair. Keeping young alumni connected to

Carolina is an important element in the future of

our university. I am proud of the impact we (young

alumni) have had on the Carolina First Campaign.


Carolina is not the same university it was 50 years

ago and it will not be the same 50 years from now,

but the common denominator should always be our

vision and commitment to greatness.

Malaika Underwood lives in Atlanta, Ga. She is the university services representative at the Collegiate Licensing Company for the Atlantic Coast Conference. She is a former director of young alumni giving at UNC and began her service as a Carolina First Campaign volunteer after leaving that post in December 2006. She graduated from Carolina with a B.A. in international studies in 2003 and an M.A. in sport adminis-tration in 2005. She played for the women’s volleyball team at UNC and was a member of the USA Women’s National Baseball Team in 2006. Malaika is a former member of UNC’s Student-Athlete Advisory Committee and a former student-athlete representative on the UNC Athletic Council. n

Co-Chair, Atlanta, Ga., Young Alumni Council

Malaika underWood

Feb. 21, 2007n The campaign eclipses $2 billion when Dennis and Joan Gillings

pledge $50 million—the single largest commitment in Carolina history—to support the School of Public Health.

n UNC launches an additional $100 million faculty support initiative.

March 21, 2007The University announces that it has joined a $10 million partnership with the Jack Kent Cooke Foundation to create a national college advising program for low-income high schools.

Q&A

Final Report 17


While there are countless

memories to choose from, my

favorite memory of being a UNC

student took place during the

Carolina/Duke home basketball

game during my junior year in

1998. After being one of the first

in line during the ticket camp-

out, I received tickets for seats directly behind the bench.

My fraternity brothers and I all donned Carolina bowties

from Julian’s as we made it to our incredible seats be-

fore warm-ups. To our amazement, Carolina essentially

beat Duke twice during the same game. Carolina could

do no wrong and surged to a 20-point lead in the first

half. Duke later cut the lead to four, only to have Caro-

lina end up winning by 24 after Antawn Jamison played

a signature game—scoring 35 points in 56 seconds (of

ball possession). After the game, we rushed on the floor

to celebrate. To my thrill, as I ran onto the court, both

Antawn Jamison and Vince Carter converged around

me celebrating the victory. To this day, that basketball

memory rises to the top!


Ever since I graduated from Carolina in ’99, I have

experienced a sense of obligation to seek out ways to

give back to my alma mater—it just felt like the right

thing to do.

After my initial introduction to the Young Alumni Council,

I quickly learned that North Carolina legislative support

only comprises a little more than 20 percent of Carolina’s

revenue, making the support of alumni and friends essen-

tial for Carolina to maintain our tradition of excellence.


To be honest, serving as a Carolina First Campaign

volunteer was an incredible opportunity to not only meet

other dedicated Carolina alumni, but to also actively

discuss how young alumni truly can make a difference in

Carolina’s future. Each time a gift is made to Carolina,

it helps preserve the value of each and every one of our

degrees. What we accomplished grants me a significant

sense of pride knowing that I’m helping the school I love

become the best!


My pride in Carolina has never been stronger, and I hope

that we, just as those who came before us, can further

lay the groundwork for success. Carolina First was a

major step toward making Carolina the leading public

university in the nation. Our ability to reach alumni and

friends needs to further cultivate interest in remain-

ing connected and involved with Carolina! This involve-

ment will hopefully enable Carolina to become an even

brighter “priceless gem” for the generations ahead.

Bill Warren lives in Charlotte, N.C. He is the senior account exec-utive for the Atlantic Corporate Sales Team for Procter & Gamble. He started as an account manager with Procter & Gamble after graduating with distinction from UNC in 1999 with a B.S. in busi-ness administration. He is the outgoing president of the UNC Gen-eral Alumni Association-sponsored Charlotte Carolina Club and has been serving on the Kenan-Flagler Business School Alumni Council for the past two years. In Charlotte, Bill was a member of the Inaugural Steering Committee for Engage Charlotte —The Charlotte Chamber’s Young Professionals and serves as a Guys Read youth program volunteer for the Charlotte-Mecklenburg Public Library System. n

Co-Chair, Charlotte, N.C., Young Alumni Council

bill Warren

sept. 26, 2007The University announces that a $5 million gift from an anonymous donor creates five professorships in the Honors Program that will honor Peter T. Grauer and William B. Harrison Jr. and puts Carolina First over its goal of creating 200 endowed chairs.

dec. 31, 2007Carolina First ends with $2.38 billion, marking the fifth largest fund-raising drive in the history of U.S. higher education, with commitments totaling $10 million from Fred Eshelman to support the School of Pharmacy lifting the campaign to that milestone.

Q&A


MAKING THE DIFFERENCE

When Chancellor James Moeser announced the news that the

Carolina First Campaign had broken its $2 billion goal, he noted that

“we didn’t just break $2 billion—we broke it with a bang.”

The bang came courtesy of Dennis Gillings and his wife, Joan Gillings.

The couple pledged $50 million, the largest single commitment in

University history, to support the School of Public Health. In recogni-

tion of that extraordinary generosity, the school will be renamed the

Gillings School of Global Public Health.

“There are few individuals in this world who answer the call to do

the unique, the transformative and who by their actions illustrate the

breadth and depth of their aspirations to help others” the way the

Gillingses have done, Moeser said.

School of Public Health Dean Barbara K. Rimer also called the

gift “transformative.”

“We at the school and the Gillingses share a commitment to solve

public health problems in North Carolina and around the world,”

she said. “And we want these solutions to come faster and be

more sustainable.”

A former UNC biostatistics professor, Dennis Gillings is chairman

and CEO of Quintiles Transnational Corp., the world’s leading

pharmaceutical services company, based in Research Triangle Park,

N.C. Joan Gillings has had careers in public health, including at the

School of Public Health, and commercial real estate.

“The School of Public Health has been a part of our lives for a long,

long time, and we see that it could do a lot of good,” Joan said. “The

school is going places. It’s got great leadership right now and the

world is changing a great deal and hopefully this will make a differ-

ence and we will see the ‘public’ put back into the School of Public

dennis and Joan gillings: DOING GOOD AT THE SCHOOL OF PUBLIC HEALTH

By Scott Ragland (with reporting from the University Gazette)

From left, Campaign Co-Chair Paul Fulton, Chancellor James Moeser, Joan Gillings, Dennis Gillings and Campaign Co-Chair Charlie Shaffer celebrate the day that Carolina First topped $2 billion— Feb. 21, 2007.

Continued on Page 42—gillings

Dan

Sea

rs

Final Report 19

As long as there’s been a Carolina, there have been Kenans to

support its mission. The family and its philanthropic entities have

given more to the University over history and during the Carolina First

Campaign than any other private donor. The various Kenan family

philanthropies gave the University nearly $70 million during Carolina

First, including:

n $8 million to provide full scholarships for four incoming music

students every year and to complete a new music building.n $27 million to endow 10 faculty chairs, including five $3 million

eminent professorships.n $3 million for the Carolina physical Science Complex for

state-of-the-art classrooms and laboratories.n $5 million challenge gift to endow the Carolina performing Arts.

Gifts from the Kenan family have benefited Carolina faculty since

1917, when Mary Lily Kenan Flagler left a bequest establishing the

Kenan Foundation for Distinguished Professors. William R. Kenan Jr.

(class of 1894) died in 1965 and left $95 million for philanthropy in the

service of education, singling out his alma mater for special attention.

The trust was formed that year and immediately began providing

support for endowed professorships.

“Higher education, and particularly the University of North Carolina

at Chapel Hill, has always been a priority for the Kenan Trust,” said

the kenan legaCY: TRANSFORMING PHILANTHROPY

By Lisa H. Towle

In Carolina First, the Kenan family and its philanthropic entities continued their long tradition of support for the University, collectively representing the campaign’s largest donor. From left: Kenan Eminent Professor James Rives, Kenan Music Scholar Daniel Hammond, Kenan Trustee Tom Kenan, Kenan Music Scholar Lauren Schultes, Kenan Trust Executive Director Richard Krasno, Institute for the Arts and Humanities Fellow and Communication Studies Professor Pat Parker, chemist Nancy Allbritton and Kenan Music Scholar Jessica Kunttu.

Ste

ve E

xum

Continued on Page 43—kenan



Since she was a little girl, Neal Johnson has been curious about

cultures other than her own. Growing up in a family that loved to

travel overseas helped spark that passion, she said.

Her love for exotic places led her to study art history at Carolina.

But, unfortunately, she said, she never studied abroad as an under-

graduate. After college, she set about correcting that omission by

working for British Airways for 14 years, traveling all over the world.

Now, Johnson continues to travel the world in search of antiques and

unique works of art to create one-of-a-kind lamps for her business—

Neal Johnson, Ltd.

Johnson also is making sure that today’s and tomorrow’s Carolina

students don’t miss out on study abroad opportunities. She and her

sister, Mary Anne Dickson, have honored their father by establish-

ing the Charles Garland Johnson Sr. Scholars Fund, which enables

about 20 students each year to travel abroad. In addition, Johnson has

established the Neal Johnson Inter-

national Study Fund in Art History

in the College of Arts and Sciences.

“Studying abroad provides a chance

to be exposed to art face to face and

to see sculptures, paintings and ar-

chitecture in their cultural context,”

she said. “In traveling overseas,

students also gain a broader view of

the world and have a better under-

standing of what is going on while

following the news.”

Besides contributing financially

to Carolina, Johnson serves on

the Carolina Women’s Leadership

Council and is vice-chair of the

Advisory Board for International

and Area Studies. She was closely

involved with planning the FedEx

Global Education Center, which

opened in spring 2007 and houses

all international and area studies

programs in the college.

neal Johnson:

LOVE FOR ExOTIC PLACES INSPIRES GIFTS FOR STUDY ABROAD

By Cate House

Neal Johnson

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Final Report 21

Wachovia and Carolina share a special bond. They both call North

Carolina home, the Charlotte-based banking giant employs more than

1,000 UNC alumni and Kenan-Flagler Business School has delivered

a customized leadership program for Wachovia executives.

So it’s no surprise that Wachovia and the Wachovia Foundation

have long ranked among

UNC’s largest corporate

supporters, and that the

foundation continued that

tradition in the Carolina

First Campaign.

“Supporting UNC is a

way we can support the

people of our state and

beyond,” said David Car-

roll, senior executive vice

president with Wachovia

and foundation board

member. “The relationship

is a natural fit for us.”

No wonder, then, that

Wachovia’s support during

Carolina First spanned the

campus. The foundation’s

generosity enabled the

University to provide critical resources to faculty and students, meet

infrastructure needs and further its public service mission.

“Wachovia is the ideal corporate partner,” Chancellor James

Moeser said. “They share our commitment to excellence and to

serving the people of our state. They share our values, our belief in

diversity and access. Their giving reflects this dedication. They have

strengthened every aspect of what we do, enabling us to do more for

our students, for our faculty and for North Carolinians.”

Highlights of the Wachovia Foundation’s support in Carolina First

included a commitment of $2 million divided between Kenan-Flagler

Business School, the School of Medicine and the School of Law.

The commitment established Kenan-Flagler’s Center for Corporate

Finance, which works to serve as a bridge between theory and

practice of corporate finance. The center promotes innovative and

WaChovia and Carolina: ‘A NATURAL FIT’

By Yancy Strickland

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Wachovia’s support has bolstered the student experience at Carolina, along with providing many other benefits.


MAKING THE DIFFERENCEMAKING THE DIFFERENCE

The late Charles Kuralt asked: “What

is it that binds us to this place as to

no other?”

The answer is unique to every Car-

olina alumnus(a) or friend because

each enjoys an individual and special

relationship with the University.

Alumna Barb Lee sums up her rela-

tionship this way: “‘Carolina is where

I learned to love to learn.’” Borrowed

from alumnus and Georgia Regional

Committee Co-Chair George Johnson,

this phrase represents an experience

Lee described as “invaluable in the

preparation for the rest of my life.”

Raised in a small town nestled in

the North Carolina mountains, Lee

credits her family for instilling in her

not only the importance of a good education, but also her strength of

character, dauntless spirit, unquestionable integrity and insatiable

curiosity. From that start, Lee began a lifelong journey that she says

has been shaped by her Carolina experience. “The most significant

thing I learned as a student is that one can learn anything—vocabu-

lary, geography, grammar or anatomy—that can make one educated.

It’s what you do with that that makes the difference.”

Lee is making a significant difference. She and her husband, alum-

nus Alston Gardner, support and serve the University in a variety of

areas—business, the arts, internationalization and minority affairs to

name a few. Lee has chaired the Board of Visitors and the Carolina

Performing Arts Society National Advisory Board. She also serves

on the Scholarship Committee of the School of Journalism and Mass

Communication Board of Advisers, as well as the Alumni Committee

on Racial and Ethnic Diversity, known during the campaign as the Mi-

nority Alumni Steering Committee. Gardner is a member of the Board

of Trustees and has served on the Carolina First Campaign Steering

Committee, the Kenan-Flagler Business School Board of Visitors, the

Kenan Institute Asia Board of Trustees, the Global Education Center

Building Committee and chaired the International and Area Studies

barb lee: AT HOME, ABROAD, AT CAROLINA

By Hope Baptiste

Continued on Page 45—lee

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Final Report 23

Most often, the term “investment” refers to money. But at its most basic,

investing is about building a better future.

Although he may not have realized it at the time, that’s what Dr. Ralph

L. Falls Sr., a Morganton dentist and farmer, was doing when he started

sending his son to work in the fields in the early 1950s.

“My dad stuck me every summer working on his farm,” remembered

Ralph Falls Jr. “I worked from 5 a.m. to 8 p.m. I made 30 cents an hour.”

The father’s goal was surely to strengthen the son’s character, and to

show him how hard farm work could be. “I was afraid not to graduate

from college,” Falls Jr. said.

Graduate he did, from UNC’s business school (now called UNC Kenan-

Flagler) in 1963. Falls Jr. went on to a successful career in the medical

industry, first as the founder of Charter Medical Corp. and then owner and

CEO of the medical supply company Roane-Barker Inc.

During the Carolina First Campaign, to honor his father, Falls Jr. used

a planned gift to help create and name a monetary prize to benefit M.B.A.

students at UNC Kenan-Flagler. The Falls Prize is awarded to up to six

outstanding M.B.A. students with full fellowships. Recipients receive a

$25,000 stipend over two years.

The prize is awarded to students demonstrating the highest potential

for leadership, superior academic achievement and a diversity of lifetime

experiences. In creating it, Falls Jr. said he hoped that The Falls Prize will

help Kenan-Flagler attract the most

promising students.

“To my knowledge, this type of prize

has never been done before,” Falls Jr.

said. “I want to compensate students

for their performance, leadership

abilities and character, because

students who embody these things are

tremendous assets to Carolina.”

So Falls Sr. will continue to have an

impact—even on people he never lived

to meet. And Falls Jr. is already able to

see the fruits of his own investment.

The Falls Prize was awarded to five

students in 2007. Seven have been of-

fered to incoming students for the fall

of 2008. The stipends have attracted to

Continued on Page 46—Falls

Barb Lee

Ralph Falls Jr.

ralPh Falls Jr.: A SIMPLE THING, WITH BIG RETURNS

By Claire Cusick

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During the Carolina First Campaign, The Duke Endowment provided

tremendous support to UNC. Because both institutions share a

similar mission to improve the quality of life for North Carolinians.

The Duke Endowment Health Care Division provided more than

$15 million for UNC programs aimed at improving health.

“We recognize that good health for individuals leads to productive

and happy lives,” said Mary Piepenbring, director of Health Care

for The Duke Endowment. “Today, more than ever, we need to work

together to establish effective partnerships to target and address

health care issues.”

The Duke Endowment’s overall mission is to improve lives and

communities in the Carolinas through higher education, health care,

rural churches and children’s services. Its vision for health care is

to enhance the lives of individuals by improving access to quality

health care and promoting prevention and wellness. Some of the

programs that The Duke Endowment sponsored at UNC during

Carolina First include:

n The Center for Acquisition of Spoken Language Through Listen-

ing Enrichment (CASTLE) is dedicated to providing quality audi-

tory-oral early intervention and preschool services to children

who are deaf or hard of hearing and their families. piepenbring

called CASTLE, part of the Ear and Hearing Center in the School

of Medicine, a great example of UNC identifying a need and then

developing a model program. “It is now so successful that the

program has expanded statewide, addressing services for

the duke endoWMent:

A PARTNER FOR BETTER HEALTH

By Yancy Strickland

Continued on Page 47—duke

CASTLE preschoolers laugh at their classmate’s Mr. Potato Head in an activity led by a UNC graduate student.

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Final Report 25

On May 21, 2008, Carolina’s

School of Pharmacy became

the UNC Eshelman School of

Pharmacy in honor of Dr. Fred

Eshelman, a 1972 alumnus, and

his longstanding commitment to

support pharmacy education at

UNC. Though such permanent

and public recognition is

appreciated, Eshelman said he

is most pleased by the school’s

growth and achievement.

“UNC is poised to take the lead

in preparing people for careers

in retail practice, clinical prac-

tice, education and research,”

Eshelman said. “These endeavors

require very different training, and

we have a school that turns out

excellent practitioners in every

area with academic programs that

support the very best and encour-

age excellence.”

His $20 million Carolina First commitment to pharmacy in 2003

was the largest private donation ever to a pharmacy program at that

time and third largest to the University. His support, along with that

of many other friends and alumni, helped set an aggressive course

toward growth that would serve to catapult the school to the forefront

of pharmacy education and research. The pharmacy school raised

nearly $67 million in Carolina First.

Eshlelman’s commitment affected all aspects of the school. It

created five $1 million distinguished professorships to recruit

world-class faculty. To attract the best and brightest of the next

generation of pharmacists and scientists, the school plans to award

eight Eshelman Fellowships to graduate students in 2009 as well as

six Eshelman Scholarships.

Eshelman also set up a Fund for Excellence, which provides

approximately $250,000 annually to support innovation at the school.

Fred eshelMan: A CATALYST FOR GROWTH AT THE SCHOOL OF PHARMACY

By Hope Baptiste

Continued on Page 47—eshelMan

The honoree speaks at a May 21, 2008, event announcing the naming of the UNC Eshelman School of Pharmacy.

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The Carolina Covenant, UNC’s

promise of a debt-free education

for students from low-income

families, launched in fall 2004.

Private gifts enabled the

program to begin accepting

transfer students two years

later, launching a world of

opportunity for Alisa Eanes.

Eanes came to Carolina from

UNC-Wilmington, which she

was able to attend only through

loans. As a Covenant Scholar

set to graduate in December

2008, she doesn’t have to worry

about adding to that burden.

She agreed to hold a federal

work-study job on campus, and

the program will cover the rest

of her financial need through a

combination of federal, state,

University and other privately

funded grants and scholarships.

“Carolina Covenant is de-

signed to help students from

a specific financial profile who

otherwise could not afford to

attend UNC,” Eanes said. “When you submit your application to the

University with your FAFSA [financial aid form], they automatically

look at your economic status. It’s not a scholarship you apply for

separately, so it ends up being a big surprise for a lot of people. It’s a

really exciting, exhilarating moment to say that ‘I’m going to college.’

When you come from a life where you haven’t had that kind of luxury,

it’s really incredible to have such a gift.”

Eanes, a California native, moved to Monroe, N.C., when she was

11. She is a remarkable example of the caliber of individuals the Cov-

enant program brings to the University. A double major in women’s

studies and psychology, and a minor in chemistry, Eanes is on track

to earn a pre-med bachelor’s degree. She hopes to work in an area

Carolina Covenant:GIFTS LAUNCH WORLD OF OPPORTUNITY

By Kappie Kopp

Alisa Eanes

Continued on Page 48—eanes

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Final Report 27

Imagine being a Tar Heel living in the gothic spires of Duke University—

or a Blue Devil in powder Blue Heaven—on purpose. Now imagine

loving every frenetic minute of it. For Robertson Scholars at UNC and

Duke, there’s no need to imagine because that’s exactly who they are

and what defines their unique collegiate experience. The celebrated

rivalry between the schools only serves to heighten the passion that

is a hallmark of the Robertson Scholars Program, which brings

together talented and promising students from each campus who live

at, learn from—and even love—both.

Robertson Scholars represent the best and brightest students

from the U.S. and abroad who have demonstrated exceptional ability

and extraordinary promise. One of the most generous and visionary

merit scholarship programs in American higher education, the Rob-

ertson Scholars Program was created in 2000 through a $24 million

gift from Julian Robertson, a 1955 graduate of UNC, and his wife

Josie. Inspired by their sons, one of whom graduated from Duke in

1998 and another who graduated from UNC in 2001, the Robertsons

wanted to encourage further collaboration between the two univer-

sities. This innovative program serves as a catalyst for increased

collaboration between students, faculty and staff of the two schools.

More than an investment in talented students, the Robertson

Scholars Program aims to prepare citizens and leaders of an ever-

robertson sCholars: FIERCE RIVALRY PLUS UNMATCHED COLLABORATION EQUALS A WINNING COMBINATION

By Hope Baptiste

Robertson Scholar Nick Anderson (right) and Gustavo, a handyman at a small resi-dential school in Argentina, lay adobe cement to restore the school’s greenhouse. Today, the building is filled with growing vegetables that help improve and diversify the students’ nutrition.

Continued on Page 49—robertson

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Carolina chemist, engineer and entrepre-

neur Mike Ramsey traces his passion for

scientific innovation to a chemistry set he

received as a birthday present in junior

high school. Until his imagination was

captured by chemistry, Ramsey claims he

was a mediocre student.

It was also the gift that kept on giving.

With his scientific interest sparked, the

flame was fed by undergraduate work in

chemistry at Bowling Green State Univer-

sity. Ramsey started laying the foundations

for technology he would later pioneer—

microfluidics or “lab-on–a-chip.”

Ramsey’s Ph.D. in chemistry from

Indiana University was followed by work at

Oak Ridge National Laboratory, where he

first focused on spectroscopy, a technique

he used to identify single molecules. He established himself as a

leader with an ability to persevere and attract project funding despite

skepticism about new ideas—the practical uses for these tiny fluidic

circuits, for example.

The lab-on-a-chip allows lab tests to be performed in miniature

on silicon, glass or plastic chips that have been etched with a series

of tiny interconnected channels through which chemicals and other

fluids can run. These are then mixed in a miniscule reactor under the

control of a computer. The technology has applications for everything

from drug discovery to environmental monitoring.

In 1996, lab-on-a-chip won Discover magazine’s Technology Award,

a NOVA Award from Lockheed Martin Corp. and an R&D 100 Award.

As the 21st century dawned, Ramsey was “getting antsy” for a

new challenge. “I’d gone as far as I could go with regards to promo-

tions at Oak Ridge National Laboratory and was looking for a new

environment. Academia was calling, again, but this time I was ready

to answer,” he said. At the top of his list was UNC, where a graduate

school classmate and friend, Jim Jorgenson, W.R. Kenan, Jr. Pro-

fessor of Chemistry, had inspired Ramsey with his work related to

good CheMistrY: INNOVATOR LURED BY GREAT FACULTY SUPPORT, COLLEAGUES AND LAB

By Lisa H. Towle

Continued on Page 51—raMseY

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Final Report 29

Long before the Carolina First Campaign, strengthening and retaining

Carolina’s outstanding faculty were key priorities for the University.

And for the last 20 years, the Institute for the Arts and Humanities

(IAH) has been on a mission: to recruit quality faculty to the College of

Arts and Sciences; to retain the best teachers, scholars and artists;

and to renew the teaching commitment of the faculty.

Founded in 1987 by Religious Studies Professor Ruel Tyson, the

institute has provided fellowships and other professional development

opportunities for more than 400 faculty members since its inception.

Tyson, the institute’s found-

ing director, stepped down in

2006 after two decades and

left a legacy of dedication

and development for current

director, English Professor

John McGowan, to build upon.

Tyson led the effort to cre-

ate an endowment for faculty

fellowships that now stands

at more than $8 million and

led the charge to build Hyde

Hall, Carolina’s only center for

faculty development.

Located on historic Mc-

Corkle Place, Hyde Hall was

built and furnished with $6.8

million in private contributions to Carolina First, including a lead gift

from Carolina alumni Pitt and Barbara Hyde of Memphis, Tenn. The

IAH relocated in 2002 to its new, 15,000-square-foot home that aptly

reflects the historic architecture surrounding it.

Far beyond bricks and mortar, Carolina First is helping to enhance

significantly every facet of the institute. The Hyde Family Foundation

pledged $5 million to endow the IAH’s Academic Leadership Program

and name it for Ruel Tyson. The Ruel Tyson Academic Leadership

Program in the IAH sponsors seven to 10 leadership fellows annually.

The Academic Leadership Fellows, who come from all departments

and schools at UNC, participate in a weeklong leadership training

program, two overnight retreats, monthly leadership development

the institute For the arts and huManities: REINVIGORATING TEACHING

By Hope Baptiste

Continued on Page 52—iah

Hyde Hall, home to the Institute for the Arts and Humanities

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Malinda Maynor Lowery could

have gone to graduate school

just about anywhere she chose.

With degrees from Harvard and

Stanford already to her credit as

well as five years of producing

award-winning documentaries,

Lowery’s options were numerous

and included a fellowship at

Yale University.

Her keen interest in history and propensity for research led her to

consider UNC’s renowned history program for her doctoral studies.

The opportunity to return to her home state and the Lumbee Indian

Tribe she belongs to didn’t hurt either. But it was the unique col-

laborative opportunities presented by the Royster Society of Fellows

along with the chance to work with faculty whose interests so closely

mirrored her own that convinced her Carolina was the right choice.

“It surprised me to learn about the Royster Society because I

wasn’t expecting that kind of program at a publicly supported institu-

tion,” Lowery said. “The Royster Society was just as competitive [as

Yale’s fellowship] and had the added bonus of an interdisciplinary

focus, which is unfortunately rare in graduate school.”

That is often the case with graduate programs, and just the kind

of perception that Dr. Thomas S. Royster Jr. and his wife Caroline

H. Royster wanted to change when they established the fellowship

endowment in 1996. Since that time and with the continued

generosity of the Roysters and other private donors during Carolina

First, the program has been widely successful and the number of

fellowships has grown each year.

Carolina continues to compete fiercely for the best and brightest

graduate students and then enable them to perform at their very best

as they partner with faculty in research and teaching and prepare to

lead in a world of growing complexity. For Lowery, being a Royster

Fellow has shown her how truly transformative private philanthropy

roYster soCietY oF FelloWs: PUTTING CAROLINA ON A PAR WITH PRIVATES—AND THEN SOME

By Hope Baptiste

Malinda Maynor Lowery

Continued on Page 53—roYster

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Final Report 31

Malinda Maynor Lowery

The top recommendation of the 2006

Commission on the Future of Higher

Education was to expand college access.

To boost the number of low-income and

first-generation college students

enrolling in college, UNC has entered

a $10 million partnership with the Jack

Kent Cooke Foundation.

The grant establishes the Carolina

College Advising Corps (CCAC) to place

recent Carolina graduates as advisers in

18 schools throughout North Carolina.

Led by Wendy Jebens in the Office of

Undergraduate Admissions, CCAC is

modeled on the College Guide Program

at the University of Virginia.

That program’s founding director,

getting a C-steP uP

The Carolina College Advis-ing Corps isn’t the only UNC initiative benefiting from the Jack Kent Cooke Foundation.

Carolina also is among eight colleges and universi-ties to join the foundation in a $27 million partnership aimed at enabling more community college students to earn bachelor’s degrees from selective four-year institutions.

UNC is getting almost $900,000 and contributing $2.3 million in the partner-ship, which created the Carolina Student Transfer Excellence Program (C-STEP). C-STEP identifies talented low- to moderate-income students while they are still in high school or early in their community college careers and guaran-tees their eventual transfer admission to UNC if they earn an associate degree and complete the C-STEP program at Durham Techni-cal Community College in Durham, Alamance Commu-nity College in Burlington or Wake Technical Community College in Raleigh.

By the end of the four-year pilot in academic year 2009–2010, at least 225 stu-dents will be participating at UNC and at the three partner colleges. The program aims not just to admit these stu-dents to UNC, but to provide the transition and support services that will help them graduate and on time.

JaCk kent Cooke Foundation:TEAMING UP WITH CAROLINA TO INCREASE COLLEGE APPLICATIONS NATIONWIDE

By Claire Cusick

Continued on Page 54—Cooke

The first members of the Carolina College Advising Corps were 2007 Carolina graduates (from left): Meghan Bridges, Camille Cates, Dexter Robinson and Ebonie Leonard.

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The famed Mildred the Bear atop his own Grandfather Mountain.

The fabled “Mile-High Swinging Bridge.” The battleship USS North

Carolina. The beautiful Blue Ridge Parkway in the fall. A Michael

Jordan high-flying slam dunk. Wildflowers. The Old Well in the spring.

The Cape Hatteras Light House.

These pictures are worth a thousand words, and with them the

late Hugh Morton spoke volumes. He spent most of his life capturing

memorable moments on film so they could be shared and treasured.

Today, Morton’s legacy lives on in the University Library’s North

Carolina Collection (NCC), a fitting tribute to Morton and an appro-

priate place for the more than 500,000 photos he amassed over a

65-year career, the vast majority chronicling Morton’s relationship

with Carolina and the culture and natural beauty of his home state.

Urged by Bill Friday, UNC president emeritus and close friend,

Morton agreed that his vast collection be donated to the library.

In 2006, Morton’s wife, Julia, carried out his wishes that served to

significantly increase the depth and breadth of the NCC photographic

holdings available for viewing, study and research. “The Morton

Collection, added to our already outstanding photo archive, has made

UNC the broadest and deepest source of photographic images of

North Carolina in the 20th century,” said Sarah Michalak, University

librarian. “What a treasure trove for scholars, for students and their

teachers, for people researching local or family history—for everyone

with a strong interest in our state.”

That is no surprise, as Morton’s North Carolina ties run deep and

wide. Born in Wilmington, N.C., on Feb. 19, 1921, to Julian Morton

hugh Morton ColleCtion:

PICTURE A LIFETIME

By Hope Baptiste

Continued on Page 55—Morton

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Final Report 33

A multi-year grant to Carolina from the Robert Wood Johnson

Foundation during the Carolina First Campaign continues to have

impact in North Carolina and across the United States.

Active Living by Design (ALbD), a national program established

by the Robert Wood Johnson Foundation, is part of the North Caro-

lina Institute for Public Health at the UNC School of Public Health.

Launched about six years ago, ALbD initially focused on providing

technical assistance and consultation over five years to 25 multidis-

ciplinary partnerships across the country. Its goal? To demonstrate

what works—and what doesn’t—when it comes to increasing routine

physical activity through a comprehensive approach to community

change. From its headquarters in Chapel Hill, ALbD has expanded its

scope and now works with a variety of funders and their grantees to

foster active living and healthy eating behaviors.

Physical inactivity plays a significant role in the United States’ most

common diseases, including coronary heart disease, stroke and

diabetes. Each of these is a leading cause of death. The Robert Wood

Johnson Foundation’s mission is to improve the health and health care

of all Americans, and its initial support of ALbD is doing just that.

Within North Carolina, ALbD currently serves more than 20 mu-

nicipalities and counties through grant programs funded by the North

Carolina Health and Wellness Trust Fund (the Fit Community Desig-

nation and Grants Program) and the Blue Cross and Blue Shield of

aCtive living bY design: AIMING TO MAKE ExERCISE A ROUTINE ACTIVITY

By Active Living by Design staff

Active Living by Design aims to demonstrate what works—and what doesn’t—when it comes to increasing routine physical activity through community change.

Continued on Page 56—albd

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A new era for the arts at Carolina

began on a September 2005

weekend with the reopening of

Memorial Hall.

That was when UNC launched

the Carolina Performing Arts in a

newly renovated home. Gala con-

certs featured Tony Bennett, Itzhak

Perlman, Pinchas Zukerman and Leonard Slatkin, all with the North

Carolina Symphony. The hundreds of performers since have included

Bonnie Raitt, Yo-Yo Ma, Wynton Marsalis and Al Green.

Such a run of world-class performances resulted in Carolina

Performing Arts and UNC being tapped to join the Major University

Presenters consortium, an industry-leading network of arts

presenters at major research universities throughout the country.

“It is a great honor to be recognized by our peers—it reflects the

leadership and vision of Chancellor James Moeser, whose

support of our program and of the arts is immeasurable,” said Emil

Kang, executive director for the arts at UNC and executive director of

Carolina Performing Arts.

The honor also reflected the impact of the Carolina First Campaign.

Jim and Pam Heavner spearheaded efforts to raise private funds

to help transform Memorial Hall, topping the $5 million goal at just

more than $5.1 million.

Major donors included George Beasley and Don Curtis, who

each committed $500,000, and the University has named the hall’s

auditorium in their honor.

The complete renovation totaled some $18 million. Funding

included $10.8 million from the Higher Education Bond Referendum

approved by N.C. voters and $800,000 from state legislators who ap-

proved advance planning funds. The project almost doubled Memorial

Hall’s square footage, taking it to 44,600 square feet. Improvements

Carolina PerForMing arts:

BRINGING WORLD-CLASS PERFORMANCES TO UNC

By Scott Ragland

Soul and R&B pioneer Al Green per-forms in front of a sold-out crowd inMemorial Hall for Carolina Performing Arts’ 2007–08 opening gala.

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Continued on Page 56—arts

Final Report 35

Carolina. He graduated with a B.S. in business administration from Carolina in 1957. He serves on UNC’s Board of Trustees and Investment Fund Board and also is a member of Kenan-Flagler’s Board of Visitors. Paul has received Carolina’s William R. Davie Award and the UNC General Alumni Association’s Distinguished Service Medal as well as the John Woodworth Leslie Humanitarian Award and the Maya Angelou Tribute Achievement Award. n

goal and the broad spectrum of participation that we had in the

campaign, from alumni to corporations, from friends to foundations,

from students and parents to organizations.


Our aspiration is to be the leading public university, and the campaign

has put us on that road. We’ve established private giving as a partner

with the state and students in funding the needs of the institution.

Going forward, continuing that partnership will be critical if we’re to

be the leading public university.

Mike Overlock lives in Greenwich, Conn. He spent his entire career at Goldman, Sachs & Co. He headed the firm’s Mergers and Acquisitions Department from 1985 to 1996 and served on the Management Committee, as well as co-head of the Investment Banking Division, from 1990 to 1996. Mike became a limited partner in 1996 and a senior director in 1999. He received his bachelor’s degree in economics from Carolina in 1968. After serving as a lieutenant in the U.S. Army in Vietnam, he earned an M.B.A. at Columbia University in 1973. Mike is a member of the UNC Investment Fund board and serves on its Executive Commit-tee. Mike also has served as vice chairman of the Arts and Sciences Foundation. He is a recipient of Carolina’s William R. Davie Award. n

magic of Carolina, and during the Carolina First Campaign, I enjoyed

sharing with many alumni our mutual Carolina experiences defining

the excellence of our great alma mater.

I am most proud of the substantial funding raised, $345 million,

for 577 new student scholarships, including support for the Carolina

Covenant, and of the $420 million raised for faculty, including 208 new

endowed professorships.


My hopes for Carolina are to increase the brilliance of education at Caro-

lina and thereby to better serve North Carolina, the nation and the world.

Charlie Shaffer lives in Atlanta, Ga. After four-and-a-half years, he recently retired as president and CEO of the Marcus Institute, a resource center for

Fulton—FroM Page 7

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Berny Gray lives in Atlanta, Ga. He is the president of Gray Ventures, a private investment company established to help early-stage technology companies in the Southeast. He also serves as a board member and adviser to portfolio companies. His past posts include vice chairman and executive vice president of Summit Communications Group. Berny graduated with a B.A. in international studies from UNC in 1972, and in 1974 he earned an M.B.A. from Columbia University. At UNC, he has served as a member of the Friends of the Library Board and the Board of Visitors. He made the first personal gift to the Carolina First Campaign. It supported the Bowman and Gordon Gray Professorships and the University Library. n

involved in Carolina First, too, as co-chair of the Georgia

Regional Committee.


I enjoyed working with the development staff, going to meetings and

learning more about how the University works and its needs. I also

enjoyed the parties and being around Carolina people—as Ruel Tyson

says, ‘libation and conversation.’”

The campaign’s success—overall but particularly in Georgia—

makes me proud. When our goal for Georgia was set at $100 million,

I was concerned that would be a reach. But we reached it—and then

some. In most cases, when Carolina people are asked to give, they

don’t make excuses. They generally ask, “How much should I give?”


That Carolina will continue to be a great educational institution.

And that, if we increase our enrollment, we do it in a way that won’t

threaten that greatness—Carolina should always be hard to get into,

it should always be a ticket that people want.

Faculty recruitment and retention must continue to be a priority,

and we must continue to find ways to refresh our faculty, as we do

with the Institute for the Arts and Humanities.

children with developmental disabilities. He was a trial lawyer with King & Spal-ding for more than 35 years. A Morehead Scholar, he graduated Phi Beta Kappa from Carolina in 1964 and earned a Carolina law degree in 1967. He co-captained Carolina’s men’s basketball team and earned six varsity letters. He is a past member of UNC’s Arts & Sciences Foundation Board and Law Foundation Board. He also served on the University’s Board of Visitors from 1983 to 1991. Charlie has received UNC’s William R. Davie Award and the Distinguished Service Medal from the UNC General Alumni Association. n

graY—FroM Page 10

Johnson—FroM Page 10

Continued on neXt Page

shaFFer—FroM Page 35

Final Report 37

Continued FroM Previous Page

Hopefully, state support will remain strong, but private support to

grow our endowment will be critical.

In general, I’d say that a lot of what makes this university great is

the relationships among students, among alumni and the interchange

between professors from the various academic disciplines. We need

to continue to foster that.

George Johnson lives in Atlanta, Ga. He is the owner and president of George H. Johnson Properties, Inc., as well as president of JFP Foundation, Inc. He received his B.S. in business administration from UNC in 1958. In 1988, he was appointed as a member of the UNC business school’s first Board of Visitors and for seven years served as a trustee of the UNC Foundation. George serves on UNC’s Institute for the Arts and Humanities Advisory Board and the Program for Humanities & Human Values Advisory Board. He received Carolina’s William R. Davie Award in 1999. His other honors include receiving the Distinguished Alumnus Award from Darlington School and the 1992 Presidential Award for Outstanding Service to Youth, as well as being selected as an Olympic torch-bearer for the 1996 Centennial Games in Atlanta. George made the Carolina First Campaign gift that pushed the drive past the total for Duke University’s latest campaign, moving Carolina First to the top spot among campaigns in the South at the time it ended. The gift supported the Institute for the Arts and Humanities and Kenan-Flagler Business School. n

House in London and the endowment for the Honors Program.


Seeing the campaign exceed its target and the tremendous

outpouring of support from so many constituencies and also seeing

the campaign leadership pull together to succeed.


To be the finest university in the world, not just the best public

university in America.

Peter Grauer lives in Greenwich, Conn. He is CEO and chairman of Bloomberg, LP, and also serves on Bloomberg’s Board of Directors. His past positions include managing director of Donaldson, Lufkin & Jenrette, as well as of Credit Suisse First Boston. He earned a B.A. in English from UNC in 1968 and also graduated from the Program for Management Development at Harvard Graduate School of Business. At UNC, Peter’s involvement includes chairing the Honors Program/Johnston Center for Undergraduate Excellence Advisory Board and serving on the Investment Fund Board, National Development Council and Global Leadership Council. From 1990 to 1994, he served on UNC’s Board of Visitors. n

grauer—FroM Page 10


alumni whom I didn’t know, and getting to know others better.

Working with so many talented people—both campaign volunteers

and the staff.

As for taking pride in the campaign, I’d say it’s the success we had,

particularly when you consider that 9/11 cast such a shadow over

what we were doing.


They’re consistent with the University’s—to be the very best public

university in the United States. The campaign has set the stage to

achieve that.

John Townsend lives in Greenwich, Conn. A private investor, he is senior advisor of Stone Point Capital, a private equity fund, and serves as chairman of the Townsend Family Foundation. He is also a director of International Paper Co. and Belk, Inc., as well as a member of the Investment Committee of The Riverstone Group. John retired in 2002 as an advisory director of Goldman, Sachs & Co., having previously served as a managing director and general partner. He received his B.A. in history with honors in 1977 and his M.B.A. (Deans Scholar) in 1982 from Carolina. John is a member of the Executive Committee of the UNC Investment Fund and serves on the Board of Visitors for Kenan-Flagler Business School. His other service includes sitting on the Board of Trustees of the Grand Teton National Park Foundation and the Board of Trustees of the U.S. Ski and Snowboard Team Foundation. n

toWnsend—FroM Page 11

The other thing was the staff—it was a pleasure to work in that

environment because you felt like a part of such a professional team.

The development professionals drove the process. Ninety-nine percent

of the volunteers had day jobs, so the professional staff were the key.

They made it work.

I’m proud of the numbers. They were amazing—$100 million in

Charlotte. At first, I thought our goals might be out of reach, but the

entire campaign was more than up to the challenge. I also think we

sent a message to the higher-education community that you can get

something done at Carolina—they’re impressed. This campaign set

us apart from other publics.


We need to seize the opportunity that we have at hand because of the

campaign. The additional resources, the growth in our endowment—

we have tremendous momentum to capitalize on future opportunities,

such as Carolina North.

Nelson Schwab lives in Charlotte, N.C. He is managing director of Carousel Capital. He graduated from Carolina with a B.A. in English in 1967 and earned an M.B.A. from the Wharton School of Business in 1972. A member of the UNC

sChWab—FroM Page 11


Final Report 39

Continued on Page 40—diCkson


in the University and have them read off their “wish list” to us. I found

that process, over many months, to be fascinating and extremely

enlightening as to the needs of the University as a whole.

Obviously, the aspect of the campaign that I am most proud of is

that we were able to raise our ultimate goal from $1.5 billion to

$1.8 billion to $2 billion and then exceed that!


I hope that we can continue to support the University at a level that

will allow it to excel in all areas of endeavor, making it the No. 1

public university in the country.

Eddie Smith lives in Greenville, N.C. He is chairman of the Board of Directors and CEO of Grady-White Boats, Inc. He graduated from UNC with a B.S. in industrial relations in 1965. He is an executive committee member on the Board of Directors of the UNC Educational Foundation and co-chairs the Improvement Project for Kenan Stadium at UNC. Eddie has served on the UNC Board of Visitors. In 2001, he received UNC’s William R. Davie Award. He was honored in 1999 as the Master Entrepreneur of the Year for the Carolinas and in 1998 received the Pitt District Citizen of the Year for the Boy Scouts of America. n

sMith—FroM Page 11


Volunteering to rediscover women with a Carolina bond was in many

ways analogous to being an archeologist, unearthing many female

gems who hadn’t been connected to the University in many years.

The incredibly talented and innovative alumni whom I have gotten to

know greatly inspire me. Carolina women are manifesting their

leadership talents in a multitude of ways in their communities,

schools, businesses and places of worship.

I’m proud of the friendships I made—there’s an instant bond with

people who went to Chapel Hill. I’m proud of our talents, our ideas

and our awards for excellence, such as the Faculty Mentoring Award

(a monetary award funded by the Carolina Women’s Leadership

diCkson—FroM Page 12

Board of Trustees (chair, 2005–2007), he also has served on the UNC Board of Visitors, Kenan-Flagler Board of Visitors, the Investment Fund Board and is currently chair of the UNC Management Company. He has received the UNC General Alumni Association’s Distinguished Service Medal. Nelson is the past chair of the North Carolina Blumenthal Performing Arts Center, the Charlotte Chamber of Commerce, the Carolinas Partnership and the North Carolina Outward Bound School. n


diCkson—FroM Page 39

Council that recognizes UNC faculty for outstanding mentoring of

students and colleagues). And I’m exceedingly proud of the response

in resources that women made to the campaign.


To continue to reengage more women and all alumni. UNC is an

incredible, worldwide family, and the members of our Carolina family

love being re-connected.

Mary Anne Dickson lives in Charlotte, N.C. Her career has included positions serving as assistant to the chairman and CEO of Hardee’s Food Systems and working in corporate marketing and public relations for Imasco USA after it acquired Hardee’s. Mary Anne graduated from UNC in 1963 with a B.A. in political science and later earned a B.A. in business administration from North Carolina Wesleyan College. She was a member of the UNC Board of Visitors from 1996 to 2000 and served as its chair from 1998 to 1999. In 2003, Mary Anne received UNC’s William R. Davie Award. She also has been honored with the Distinguished Service Medal from the UNC General Alumni Association. n

and corporate marketing resources for Turner Broadcasting, Inc (TBS). Before moving to TBS, she was senior vice president, western regional vice president, southeast regional sales manager and national accounts manager for Turner Network Sales. She graduated with a B.A in history from UNC. She is a member of the Advisory Board for the UNC Institute for the Arts and Humanities and the North Carolina Outward Bound Board of Directors. Julia was named Woman of the Year by the Atlanta Chapter of Women in Cable and Television and was given the same honor by the group’s national organization. n

gruMbles—FroM Page 13

show us how to be the very best, and that the campaign has provided

the resources to get us there.

(Editor’s note: Eve Carson, UNC student body president, died in

March 2008.)

Barbara Hyde lives in Memphis, Tenn. She is the president of J. R. Hyde III Family Foundation and director of the J.R. Hyde Sr. Foundation. The foundations support public education, civil rights and other worthy endeavors. She began her career in UNC’s development office, serving as executive director of the Arts and Sciences Foundation from 1987 to 1992. A Morehead Scholar, she earned a B.A. in English and religion from Carolina in 1983. Barbara serves on the UNC Board of Trustees and the External Advisory Board of the Institute for the Arts and Humanities at Carolina. In Memphis, she is a board member of KIPP Academy, Shelby Farms Park Conservancy, the Women’s Foundation and New Leaders for New Schools. n

hYde—FroM Page 13

Final Report 41


I enjoyed interacting with the University leadership, seeing how the

University works and learning about its aspirations, as well as about

how I can help it achieve them.

I’m most proud of how the Minority Alumni Steering Committee

gained traction over time. We were able to re-connect to our alumni—

Asian, African American, Native American and Latino/a. As a result,

these connections helped to increase the participation levels

throughout the campaign. These relationships will lay the ground-

work among these groups for the next campaign.


That Carolina continues to be one of the country’s leading universities,

public or private.

Michael Kennedy lives in Atlanta, Ga. He is a managing director with Korn/Ferry International and is a member of the firm’s global financial services and diversity practices. In 1979, he received his B.A. in history (summa cum laude) from Carolina, and he also has an M.B.A. from Harvard Business School. Michael has served on UNC’s Board of Visitors and on the UNC General Alumni Associa-tion’s Board of Directors. He recently served on the Board of Trustees of Phillips Exeter Academy in Exeter, N.H., and now serves on the Board of Trustees of the Employees’ Retirement System of Georgia Pension Fund. n

kennedY—FroM Page 14


Carolina alumni contributions enabled me to uncover and advance

my life goals, and for that I am thankful, inspired to give back and

moved to encourage other alums to contribute as well. During my

undergraduate studies in the ’90s, there happened to be a skyrocket-

ing population of homeless panhandlers on Franklin Street and there

was significant community debate about the status and role of the

local Inter-Faith Council homeless shelter. It was during this time,

while volunteering weekly at the shelter, that I became interested in

the root causes of poverty and felt compelled to do my part in making

a difference. With the help of the Department of Communications

Studies, I started a literacy program for Chapel Hill homeless adults

and documented this process as my thesis. The University contributed

$5,000 in grants to help me purchase adult literacy books, a computer

for the shelter and training for the student volunteers. Indeed, alumni

contributions got this nonprofit program off the ground and touched

the lives of many homeless residents and students. It is with a heart

full of gratitude that I can say that this experience helped me real-

ize my desire for public service, which I continued both at the White

House and at the U.S. Department of Interior working on President

loovis—FroM Page 15

Continued on Page 42—loovis



George W. Bush’s compassion agenda. For me, it is an extension of

my appreciation that I make annual contributions and volunteer as

co-chair of the Young Alumni Council for the Washington, D.C., region.


There is a tremendous sense of satisfaction that comes from doing

one’s part. I don’t have a lot of money to give (yet!), but I give what I

can, and certainly give my time as co-chair of my Young Alumni Coun-

cil. Through my service with the council, I’ve helped coordinate events

such as basketball viewing parties and White House Holiday Tours

that connect alumni and foster school spirit. As alumni, we have a lot

of things in common, including holding degrees from the greatest

university in the country. There is a lot to be proud of, and each of

us can do our part in making sure this degree continues to hold the

same weight for the next generation.


I’m proud to be a Carolina Tar Heel, and I’d like to see Carolina

positioned as the No. 1 university in the country for both the number

of excelling scholar athletes and the number of students in service to

the community. It is extracurricular activities, such as athletics and

service-learning, that give students character-building opportunities,

connect academic lessons to real-world experiences and put the best

face of the University forward.

Katie Loovis lives in Alexandria, Va. She heads external affairs for the U.S. Department of the Interior, where she also serves as the executive director of Take Pride in America. Before taking that post, she was associate director at USA Freedom Corps, an office at the White House created by President George W. Bush to help foster a culture of service, citizenship and responsibility. Katie also has served in the White House Office of Faith-Based and Community Initiatives and at Lipman Hearne, a strategic communications firm for nonprofits. She earned a B.A. in communications studies (1999) and M.P.A. (2002) from UNC, where she captained the varsity women’s lacrosse team. While at Carolina, Katie established a homeless adult literacy and ESL program and wrote “Developing an Effective Literacy Program for the Chapel Hill Homeless,” which earned her highest honors. n

Health. So, we are excited about the future of the school.”

One thing Dennis hopes the $50 million pledge will enable the

school to develop is a “new methodology” to speed the delivery of

medicines to the people who need them.

“We are an incredibly inventive world right now—biotechnology

and genetics will make, certainly for our grandchildren if not sooner,

a whole new medicine,” he said. “Now the trouble is that new

gillings—FroM Page 18

loovis—FroM Page 41

Final Report 43

Continued on Page 44—kenan


Thomas S. Kenan III, a trustee of the trust, who graduated from

Carolina in 1959 with a degree in economics. “We’ve never wanted

anything less than to help transform the University. … contributing to

the Carolina First Campaign was another step toward that goal.”

Kenan Jr. also established The Randleigh Foundation Trust,

which has made significant grants to UNC through the years,

especially for the College of Arts and Sciences and the Special

Collections Library.

It all began in 1790, when North Carolina legislator James Kenan, a

member of UNC’s first Board of Trustees, contributed $50 to the con-

struction of Old East, the first state university building in the nation.

Over the next two centuries, dozens of family members would serve

as trustees, make their way to Chapel Hill as students or function as

kenan—FroM Page 19

medicine—bringing it to people—is very difficult. You have problems of

testing and are these drugs safe and should they be limited in any way.”

The School of Public Health will use the Gillings’ gift to tackle such

issues with “Innovation Laboratories.” These will focus on solving

big public health problems—in fact, the first will be a Center for

Innovative Clinical Trials that will develop new methods to collect and

analyze data from clinical trials, and then quickly make these scien-

tific advances available to researchers, practitioners, the biomedical

community and the public as a whole.

And that’s just the sort of thing the Gillingses had in mind.

“We think this is a great campus in which [practical solutions can

be found for real problems],” Dennis said. “It has shown great

leadership to the rest of the world, the nation and certainly the state

of North Carolina.”

Born in London, Dennis came to the United States and to Carolina

“sight unseen” to take a faculty appointment in the School of Public

Health’s biostatistics department in 1971. He got here, he said,

thanks to his father and chancellor’s office staff who worked on

getting him an H1 visa to get into the country while he was away many

months on an African safari.

“I had to borrow $1,000 to get here,” he added.

While at the school, Dennis and others applied the latest method-

ologies to analyze clinical trial data for pharmaceutical companies.

He created Quintiles in 1982.

Dennis and Joan said they felt a need to give back to a school that

had given him so much, and their $50 million commitment built on

generous past donations, including a $3 million gift to the Department

of Biostatistics. That gift, supplemented by the state’s Distinguished

Professors Endowment Trust Fund, endowed the Dennis Gillings

Professorship in Biostatistics. n


kenan—FroM Page 43

benefactors. Taken in sum, this has created what Chancellor James

Moeser has happily characterized as “one of the oldest philanthropic

partnerships in American higher education.”

There’s virtue in longevity. Members of various Kenan branches

continue to give to the University, either as individuals or through

foundations and trusts. The gifts range from targeted to all-purpose,

with funds going to professorships and libraries, athletic scholar-

ships and the arts. But the charitable benchmark of the family was

established when William Rand Kenan Jr. died and left the bulk of his

estate for the trust bearing his name. From that has been shaped a

national philanthropic institution focused widely and deeply on higher

education, but favoring UNC, the only school specifically mentioned in

the guidelines for the trust.

Today, the William R. Kenan Jr. Charitable Trust is valued at $550

million to $600 million, and the assets of the four affiliated William R.

Kenan Jr. funds come to $140 million to $150 million. About 90 percent

of their grants each year fund education both inside and outside the

classroom. Thus, said Richard M. Krasno, executive director of the Ke-

nan Trust and president of the funds, “This is a unique institution among

academic foundations. We have really stuck to our knitting. We’re com-

mitted to the enduring rather than the trendy and provocative.”

That explains, then, the philanthropy’s willingness to be the

momentum-makers in the Carolina First Campaign. Upon hearing

about the start of the campaign in 2000, Krasno paid a visit to the

chancellor in order to learn more about its goals and priorities.

He took the information back to the trustees, Thomas Kenan and

Mary Lily Flagler Wiley, a grandniece of William R. Kenan Jr. They

concurred it was critical to support Carolina’s vision of becoming the

nation’s leading public university.

“In recognition of the importance of the Carolina First Campaign

to the University, the trust wanted to give gifts that built on the

precedent set by generations of members of the Kenan family,” said

Krasno, former president of the Monterey Institute of International

Studies in Monterey, Calif., as well as former president and CEO of

the Institute of International Education in New York.

(Editor’s note: This piece is based on excerpts from a story that appeared

in the Spring 2008 Carolina Arts & Sciences magazine.) n

“No matter your passion, there are endless ways to support

Carolina,” Johnson said.

The Carolina First Campaign reinvigorated Johnson’s connections

with Carolina, she said. “By becoming involved—particularly with

the FedEx Global Education Center and its advisory board, as well as

the Women’s Leadership Council—my sense of great pride in all that

Johnson—FroM Page 20


Final Report 45

timely research that is applicable to real business decisions.

At the School of Medicine, the Wachovia Scholars Endowment Fund

helps recruit and provide scholarships for disadvantaged and minority

students entering medical school. The fund also supports the school’s

Medical Education Development Program, which holds a nine-week

medical school course each summer for minority and disadvantaged

college students interested in medical or dental school.

The remainder of the $2 million commitment went to the School of

Law’s Center for Banking and Finance to create the Wachovia Term

Professorship in Banking and Finance. This provides salary supple-

ment, professional development opportunities and research dollars

for a faculty member in the area of banking and finance.

Another Wachovia Foundation campaign gift of note supports the UNC-

Elizabeth City State University doctor of pharmacy partnership program.

The funds cover training, recruitment and retention costs for prospective

pharmacy applicants from northeastern North Carolina. The program

focuses on minority students, who receive mentoring as applicants.

And supporting undergraduate students is a $2.8 million campaign

pledge providing discretionary funds to endow need-based scholar-

ships that will forever ensure that more deserving students will be

able to get a Carolina-caliber education.

Wachovia serves as the official financial services partner of Tar

Heel Athletics and provides on-site sponsorship for various Carolina

athletics facilities. n

WaChovia—FroM Page 21


is Carolina increased more than I might ever have anticipated,” she

said. Plus, watching all the campaign’s efforts manifest on campus

is inspiring. “It’s fantastic to see not only the physical structures on

campus improve, but also to see faculty and students reap the

campaign’s rewards,” she said.

“The campaign also deserves credit for reconnecting me with old

Carolina friends, and introducing me to new ones,” she said. “What deep

adoration and commitment so many people have for my alma mater!

Now it’s a high priority in my life to remain connected and to help the

University in whatever way I can.” n

Advisory Board.

For all their service on campus, Lee and Gardner focus a significant

part of their philanthropy toward extending the campus’s borders by

strengthening global studies opportunities, study abroad and interna-

tionalization. They feel strongly that a true Carolina education must

lee—FroM Page 22

Continued on Page 46—lee


UNC students who might have gone to other business schools.

Falls Jr. called the first recipients “truly outstanding.”

“It has been a real pleasure getting to know these people, and I

have gotten some type of personal note from each one,” he said. “I’m

looking forward to following them and their careers for a long time.”

Falls—FroM Page 23

lee—FroM Page 45

be an international experience. “I believe a global education is the

single most important element of our society right now,” Lee said.

“We must reach out to the world with curiosity and humility and open

ourselves up to how our fellow humans think, live, worship and

communicate. We can’t afford to squander the chance to prepare the

next generation, so I’ll help Carolina any way I can.”

Lee is the president of Point Made Films, her Colorado-based

documentary film company, and she has produced numerous events

and videos for the University. “My professional life is dedicated to see-

ing things from a variety of perspectives and being exposed to many

points of view,” she said. “A global education is a natural and mean-

ingful progression from my college experience to my life today, and I

want that for my own children and for future generations as well.”

Lee fondly recalls her own introduction to that “real-world” phi-

losophy. “My mom insisted that my brother and I travel outside North

Carolina and took us on trips as much as she could,” Lee said. “Today

I’m fortunate to be able to visit places she could only dream about. My

children have their own passports and can say ‘thank you’ and ‘hello’

in at least six different languages. The hope of global learning my

mother envisioned for me is clear and present in my family today.”

As a result of the Carolina First Campaign, more than $19 million

has been raised for study abroad and the FedEx Global Education

Center opened to house all international programs. Lee says this

emphasis is the most significant improvement Carolina has made so

far. “When Chancellor [James] Moeser said that we cannot claim to

create future leaders for North Carolina unless we insist that they

travel outside of the U.S., I was sold,” she said. “It is the single

wisest thing I’ve heard anyone in education ever say, and I endorse

this evolution of our education completely.”

The evolution continues thanks to alumni like Lee and Gardner.

Carolina ranks among the leaders in study abroad participants and

Peace Corps volunteers. A dynamic and comprehensive global enter-

prise, UNC Global, forms a framework for the programs, curricula

and initiatives that together comprise UNC’s international endeavors.

“The impact of these experiences will reach far into the future,”

Lee said. “We hope that students will truly immerse themselves in

an international environment and ultimately make a significant and

lasting impact at some point in the future.”

Where do they go from here? The possibilities are, well, boundless. n


Final Report 47

children with severe to profound hearing loss,” she said.n The Comprehensive Advanced Medical program of Spanish is an

enrichment program offered to UNC medical students who have

intermediate to advanced Spanish fluency. Its goal is to produce

more doctors who can independently care for the increasing

number of Latino patients in North Carolina. The program is

funded by an initial founding grant of $125,000 and has received

an additional $300,000 over the past three years.n The Beacon Child and Family program at UNC Hospitals

provides services that help break the generational cycle of

family violence and encourages caring attitudes in the delivery

of patient care. The program developed a multi-site educational

network that provides public health leaders, hospital adminis-

trators and clinicians access to the knowledge and skills needed

to face the challenges of family abuse in every county in

North Carolina.n The North Carolina public Health Academy, an initiative created

by the School of public Health-based N.C. Institute for public

Health (a Duke Endowment-supported organization), aims to

bring UNC to all county health workers statewide. The academy

helps people enter the public health profession and fosters

professional development opportunities for those already in

the field. The Duke Endowment seeded the program with an

$873,000 grant over a three-year period. n

duke—FroM Page 24


He’s heard that the prize made a difference in their school of

choice. “A number of them came to Carolina and say the prize

factored into their decision. That was the whole purpose of it—that

they would give Carolina another look. Of course, once they get here,

they realize even more what an outstanding choice they made.” n

Each year, the funding must be used to realize a new idea; it cannot

go to support an existing program. This creative gift has enabled the

school to develop and launch the online learning module used in

a pharmacokinetics course. It has also supported efforts to create

international collaborations with universities in Southeast Asia.

Eshelman’s generosity also provided seed funding for 70,000 square

feet of state-of-the-art laboratory space in the new Genetic Medicine

Building and contributed to the renovation of Beard Hall by providing

funds to upgrade the dean’s office and the Campbell Boardroom with

technology and furnishings that the state alone couldn’t provide.

“Dr. Eshelman shares our vision of excellence and wants the school

eshelMan—FroM Page 25

Continued on Page 48—eshelMan


of women’s health. That ambition no doubt will be boosted by her

Covenant package, because Eanes’ work-study job is in the School of

Medicine’s OB-GYN department. She also volunteers in the labor and

delivery suites at UNC Hospitals.

“Covenant really has it together,” Eanes said of the work-study

program. “It gets you experience in fields you’re interested in and re-

ally gets you plugged into the professional world, giving you all kinds

of resources. I love volunteering and giving back because Carolina

Covenant has given and done so much for me.

“I try and seize any opportunity to give back to the Carolina com-

munity. It’s been really incredible.”

As part of her work in the OB-GYN department, Eanes has con-

ducted research that led her to write an academic paper that UNC

medical faculty say will be published.

“She is an incredibly bright young woman with boundless energy

and enthusiasm,” said Charles van der Horst, a professor in the

School of Medicine and Eanes’ Covenant-provided senior faculty men-

tor. “I am encouraging Alisa to apply not just to medical school but to

eanes—FroM Page 26


eshelMan—FroM Page 47

to be successful,” said Bob Blouin, dean of the pharmacy school.

“We’ve allocated his gift to the areas that will benefit most.”

The school has indeed advanced, having added experts in many disci-

plines and enrolling some of the most promising students in the nation

and around the world. The doctor of pharmacy program earned a num-

ber two ranking in U.S. News & World Report’s 2009 rankings of graduate

programs. And, since 2003, the school has climbed from 22nd to sixth in

National Institutes of Health funding to U.S. pharmacy schools.

In recognition of the school’s progress and to further accelerate its

momentum, Eshelman made two additional commitments totaling

$10 million to the school to support cancer research and the Educa-

tional Renaissance Initiative to foster interactive, innovative learning.

Matching funds from North Carolina’s University Cancer Research

Fund and the Pharmacy Network Foundation brought the total invest-

ment in pharmacy education and research to $20 million and added a

fitting finale to the $2.38 billion Carolina First Campaign.

“I’ve seen the progress that the school is making under Dean

Blouin’s leadership and decided that if I could help further accelerate

it, then all the better,” Eshelman said.

Eshelman, who has served for a decade on the school’s Board of

Visitors and as an adjunct faculty member since 1981, is CEO and

founder of Wilmington-based PPD Inc. It is a leading global contract

research organization providing discovery, development and post-

approval services as well as compound partnering programs to

pharmaceutical, biotechnology, medical device, government and

academic organizations. n

Final Report 49

an M.D. Ph.D. program, and I have absolutely no doubt that not only

will she become a physician but that she has the internal intestinal

fortitude and intelligence to become a driving academic in medicine

and faculty member to carry on the torch of the Carolina Covenant to

the next generation. She’s a true star.”

Eanes’ many campus pursuits include serving as president of Tar-

heel Transfer, a program that helps transfer students adjust to life at

UNC. Under Eanes’ watch, Tarheel Transfer has grown from just five

to 150 members.

She also is vice president of one of the campus dance organiza-

tions, Modern Extension Dance Company. This allows Eanes to

continue her interest in dance, which developed when she attended,

through full-tuition scholarship, the Harid Conservatory in Florida.

And in summer 2008, Eanes will serve as an intern with Carolina

for Kibera (CFK), which fights poverty and helps prevent violence

through community-based development in the Nairobi, Kenya, slum

of Kibera and beyond. Eanes will work with an empowerment pro-

gram for young women and girls. CFK was founded by Rye Barcott, a

2001 Carolina graduate.

At Carolina, Eanes receives many resources and finds many

avenues for nurturing her talents and passions, something she might

not be able to do without the help of the Carolina Covenant.

Along with enabling UNC to accept transfer students into the

program, private giving has allowed the University to expand income

eligibility and add faculty mentors, career workshops, etiquette

dinners, financial literacy training and an office that tracks Covenant

Scholars’ academic performance, stepping in to encourage and help

problem-solve as needed.

“It’s not just a scholarship,” Eanes said. “It’s a really personal program.”

Eanes is proud to be a Covenant Scholar. “The program provides a

whole different group of people with the chance to attend an amazing

university. I think it’s really admirable that UNC-Chapel Hill has taken

such an awesome step toward equalizing opportunity for people.” n


increasing global society who will be ready to meet the unprecedented

challenges of an interdependent world.

Their dual “citizenship” avails scholars of a wealth of opportunities

at both UNC and Duke. Students take classes at each school, have

access to the faculty and resources, immerse themselves in student

life and campus culture, join clubs, conduct research with renowned

faculty, live for a semester at the other campus, and also attend cul-

tural and sporting events. More important, Robertson Scholars ben-

efit immensely from the differences between these two prestigious

universities, learn to recognize and appreciate their many similarities

as well as learn a lot about themselves in the process.

robertson—FroM Page 27

Continued on Page 50—robertson



The program also physically connects the campuses via the Robert-

son Scholars Program Express Bus, which makes the 30-minute trek

up and down Tobacco Road between UNC and Duke carrying scholars

as well as other students, faculty or staff to the other campus. Rob-

ertson Scholar Nick Anderson, a UNC student, says he’s gone up and

down the highway on the bus too many times to count, but true to the

tenets of the Robertson Scholars Program, he has learned to make

the most of every minute. “I’ve learned to take advantage of the bus

ride. I call home, read the newspaper or prepare for class,” he said.

“I’ve also met a lot of interesting people on the bus. In fact, I’d guess

the majority of people who use the bus are not affiliated with the

Robertson scholarship—they are students who have decided to take

a class at the other school or professors and employees who work at

one of the schools but live in the other town.”

Academics keep Anderson busy, but the program also ensures that

scholars stay connected and focused through group activities such

as leadership retreats and intellectual dinners where they can share

their experiences, perspectives and future plans. Summer enrich-

ment opportunities have taken Anderson, a native New Englander,

to the coal fields of rural Kentucky, a small school at the foot of the

Andes Mountains in Argentina, the Chilean countryside as well as

downtown Durham—all in the name of service. “I have learned to be

adaptable to new cultures … to become a part of them and appreciate

them quickly,” he said. “Living in the coal fields of rural Kentucky was

a huge change for me, but it became one of my favorite places.”

During the semester switch, scholars quite literally walk in their

counterparts’ shoes. “Being a Tar Heel in Blue Devil country sure

gives you perspective,” he said. “It helped me learn how to pull

together teams of students across the two universities. My freshman

year, I worked with three Duke students and another Carolina student

to launch Rival Magazine, a publication that examines the UNC-Duke

rivalry and educates students at each school about life and opportuni-

ties at the other. Now, more than 40 Duke and Carolina students who

are not involved in the Robertson program work together to produce

a single magazine. These are the sorts of success stories that would

not have happened without the spark that the Robertson provides.”

Anderson also noted that he didn’t have to go far from his Carolina

home to make a difference. “One of the most meaningful things I’ve

been a part of during my college career has been the Durham Teacher

Warehouse (www.crayons2calculators.org),” he said. “A Duke friend

and I helped start a warehouse in downtown Durham that provides

free school supplies to Durham teachers in needy classrooms. My

passion for this cause was kindled freshman year after I visited E.K.

Powe Elementary School as part of a project for a class at Duke. I

talked to teachers who spent more than $500 out of pocket each year

so their students could have markers and construction paper. I would

never have known of this need without my Robertson tie to Duke. I feel

a real bond to the Durham community, and it’s given me a reason to

robertson—FroM Page 49

Final Report 51


Continued on Page 52—raMseY

raMseY—FroM Page 28

reducing the size of chemical separation techniques.

“In addition to having friends and colleagues at UNC, I also liked

the area—the proximity to the entrepreneurial spirit found in

Research Triangle Park,” he said.

There were other suitors, but Carolina moved quickly, offering

Ramsey the Minnie N. Goldby Distinguished Professorship. Estab-

lished with a $666,000 gift by chemistry alumnus Steven Goldby ’61

and his wife Florence of Atherton, Calif., in honor of his mother, that

amount was matched by $334,000 from the state’s Distinguished

Professors Endowment Trust Fund to create a $1 million endowment.

Then came the coup de grace: Ramsey was also able to design his

research group’s 5,000-square-foot, state-of-the-art lab space in

Chapman Hall, part of the new Carolina Physical Science Complex.

“I had always dreamed of designing my own laboratory from the

ground up,” explained Ramsey. “So to say the offer was a dream come

true is not exaggeration.”

In the fall of 2006, Ramsey received a $3.8 million grant from the

National Institutes of Health to further develop his lab-on-a-chip

technology. He predicts that in the next five to 10 years the technology

could make genetic information so inexpensive that everyone could

have their DNA sequence assessed. Such information could allow

health care professionals to tailor diagnosis, treatment and preven-

tion to each person’s genetic profile.

Ramsey was one of several Carolina faculty members to establish

the Carolina Center of Cancer Nanotechnology Excellence. The

center’s scientists work together to quickly harness innovations in

go into Durham, where I have met business and political leaders, vis-

ited elementary schools, and spent time downtown in the warehouse.”

Anderson is planning a career in public service. After pursuing a

law degree, he hopes to devote his expertise to helping developing

countries strengthen institutions that will enable grassroots economic

growth. Having embraced fully the Robertson Scholarship Program

philosophy of investing in future potential as well as documented

achievement, he is challenging himself and his fellow scholars to

reach that potential. “My hope is that someday I’ll have friends and

fellow Robertson alumni who are doing incredible things in every

field—medicine, non-profit, education, business, government and

social entrepreneurship,” he said. “To the Robertson family and other

donors, I would say: ‘Look at where these students are in 10 or 20

years and you’ll see how important your support has been not only to

the future of every scholar, but also to the future of the society they

are working to strengthen.’”

Stay tuned to see what the future holds for Anderson and his

classmates. Chances are it’s something … extraordinary. n



raMseY—FroM Page 51

nanotechnology for the early diagnosis and treatment of cancer.

Ramsey said the opportunity to work with colleagues in the School

of Medicine also made Carolina appealing.

“Through collaborations with medical school faculty we are iden-

tifying and developing important clinical applications for microfluidic

technologies—for example, a clinical diagnostic tool that oncologists

could use to quickly diagnose the effectiveness of a chemotherapy

regime using a drop of blood,” Ramsey said.

“Our efforts in developing microfluidics has not only been enjoyable

research, but it has also been satisfying to see commercial products

that are based upon our work, and that they are being used for impor-

tant problems such as drug discovery that will hopefully benefit society.”

(Editor’s note: This piece is reprinted from the Spring 2008 Carolina Arts

& Sciences magazine.) n

forums, weekly seminars to discuss critical issues facing the

University and other networking opportunities.

“I’ve been fortunate over the years to have had meaningful rela-

tionships with individual professors who inspired me as a student and

with entrepreneurial faculty who I worked with when I was a develop-

ment officer at UNC,” said Barbara Hyde, Hyde Family Foundation

president. “It was from those relationships that I came to appreciate

the central, powerful impact faculty have on the University.”

As a member of the UNC Board of Trustees, Hyde said she appreci-

ates even more deeply the importance of retaining that intellectual tal-

ent. “We’re in a very competitive market, where universities are raiding

each other all the time,” Hyde said. “Great businesses know that one

of their first priorities is attracting and retaining talent. The University

recognizes that as well. If we lose faculty and have to go into the mar-

ket to replace them, it will cost a whole lot more. It’s smarter to invest

money on the front end to retain those scholars and researchers.”

Carolina First helped launch strategic investments in IAH that will

pay significant dividends well into the future, including:

n A $500,000 challenge from the William R. Kenan Jr. Charitable

Trust, matched with an additional $500,000 from 12 private

donors, to create a $1 million endowment for faculty retention.n A $1 million endowment to support the IAH director created

through gifts from alumni and matching funds from the

North Carolina Distinguished professors Endowment Trust

Fund (McGowan is the current Ruel W. Tyson Jr. Distinguished

professor).n The Ruel Tyson Legacy Fund to assure that the IAH—deemed

one of Carolina’s “priceless gems”—will continue indefinitely

iah—FroM Page 29

Final Report 53


(with an original goal of $4 million, the Tyson Legacy Fund

endowment currently stands at just more than $6 million and

will support administrative, program, facilities and development

functions that make the IAH the premier faculty enrichment

program it is today).

Through these investments, the IAH will continue to serve the needs

of faculty for years to come. For McGowan and his fellow faculty, it is

not just about dollars and cents, but about the continued growth of an

intellectual community that makes Carolina faculty better and more

innovative. In his welcome on the IAH web page, he says: “A good

conversation energizes and revitalizes, expanding the horizon and

upsetting settled habits. In short, it educates all its participants.”

Thanks in part to Carolina First, the conversation is becoming even

more exhilarating.

(Editor’s note: This piece includes excerpts from an article by Nancy E.

Oates that originally appeared in the Spring 2008 Carolina Arts &

Sciences magazine.) n

can be. “[Being a Royster Fellow] has enabled me to see better the

specific benefits of supporting graduate education, in particular, and

appreciate how difficult it is to raise funds for the support of graduate

research,” she said.

At Harvard University, where Lowery is now an assistant professor

in history, the graduate school has no permanent endowment and

experiences significant difficulty finding funds each year to support its

thousands of graduate students, Lowery said. “It’s graduate training

that moves universities forward at every level,” she said. “It is gratify-

ing to see that the Roysters and their fellow contributors recognized

the importance of advancing graduate education and have chosen to

invest in excellence today and in the future.”

Lowery also credits her experience as a Royster Fellow in prepar-

ing her for the rigors and rewards of becoming a junior faculty mem-

ber at a huge research university. “The community of fellows helped

me see beyond my own discipline into the wider academic world and

helped me communicate more effectively with scholars from different

backgrounds,” she said. “My experience in finding common ground

among scholars from different fields has made my adjustment much

easier.” Lowery is putting into practice what she learned through

the Royster Society. She says she hopes to give other students with

diverse interests and backgrounds the life-changing experience that

she was afforded. “The Royster Society was one of the main reasons

I decided to attend UNC,” she said. “During my time there, it was the

thing that kept me going.”

roYster—FroM Page 30

Continued on Page 54—roYster


Dr. Nicole Hurd, began work at UNC to implement a second part of

the grant: the establishment of a national corps, also housed in the

Office of Undergraduate Admissions at UNC. Both the national and

individual programs target high-performing, lower-income high

school students.

The College Guide Program at the University of Virginia, which

was also made possible by a grant from Jack Kent Cooke, resulted in

increases of 5 to 29 percentage points in college-going rates in its

14 partner schools. Carolina hopes to build on that success, meeting

or exceeding those increases.

In fall 2007, four of the North Carolina advisers were already in

place, serving eight schools in four counties. By August 2008, a total

of nine Carolina advisers will serve 18 schools from Ahoskie to Char-

lotte. The program provides them training and full compensation.

Ebonie Leonard ’07 is one of those advisers. She is now helping de-

mystify the college application process for students at Southern and

Hillside high schools in Durham. Her work supplements, but doesn’t

compete with, the work of guidance counselors.

“There are a lot of misconceptions in this college process,” Leonard

said. “But you don’t have to be in the top 10 percent of your class to

go to college.”

A sociology major, Leonard heard about the program through vari-

ous sources and attended an information session hosted by UNC’s

Office of Undergraduate Admissions. At the session, she learned that

one of the targeted high schools in North Carolina would be her very

own alma mater, Dudley High School in Greensboro.

“I just thought it was the perfect position for me,” she said. “I like

that it’s a corps and that you’re not just thrown out there by yourself.

There’s so much support.”

Leonard tells her students to focus on getting to college. “It doesn’t

matter where you come from and it doesn’t matter how you get

there,” she said. “It just matters that you go.” n

Cooke—FroM Page 31

roYster—FroM Page 53

Carolina First created 196 graduate fellowships over the course of

the effort. Since that first contribution, the Royster Society has grown

to provide support for more than 160 graduate students. More than

50 students benefit from the fellowship annually. For Lowery, the

Royster Fellowship helped her launch what promises to be a brilliant

future in academia.

When asked how she would define the importance of private

giving to Carolina, Lowery replied, “I would define it by imagining

its absence—without the generosity of the Roysters and people like

them, we would have no future generation of university professors

and researchers. Higher education itself would be in jeopardy.”

With fellows like Lowery now at Carolina, the future looks

bright, indeed. n

Final Report 55

Continued on Page 56—Morton

and Agnes MacRae Morton, Hugh Morton enjoyed a special relation-

ship with North Carolina. As a child, Morton traveled the state with

his family and developed what he had described as a much fuller

experience of the state. A gifted photographer with a keen eye, he

was also a powerful voice when it came to issues that pitted prog-

ress and development against environmental conservation. Morton

inherited Grandfather Mountain from his grandfather and namesake,

Hugh MacRae, in 1952 and worked earnestly to protect the land and

other tourist sites throughout the state, including Cape Hatteras

Lighthouse and the sand dunes at Jockey’s Ridge, to name two. He

received numerous awards, including from the White House, for his

photography and environmental conservation efforts.

Morton got his start in photography, like most other activities or

leadership roles he was involved in, by chance. As a teenager at

summer camp, he was dubbed a junior counselor and ended up filling

in for an absent photography teacher. His first assignment was for

the Charlotte Observer when it needed a photo of a young golfer who

was also at the camp. Morton began doing sports photos for his high

school publications and then, as a freshman, for UNC student pub-

lications, including The Daily Tar Heel. Later he served as a combat

cameraman in World War II for which he earned a Purple Heart and

Bronze Star. Back home, he went on to photograph six presidents,

numerous U.S. senators and every North Carolina governor since

1942. His photos appeared on the cover of Newsweek and were fea-

tured in Time, the Saturday Evening Post, Sports Illustrated, Collier’s,

Life and National Geographic, among others.

Though he left UNC in 1942 for military service, after his return

Morton rarely missed a UNC football or basketball game—a passion

spanning decades. His legendary photos not only document the past,

but also enable future Tar Heels to experience that past as well. Ever

the dedicated Tar Heel fan and guardian of Grandfather Mountain,

Morton even managed to get former UNC men’s basketball Coach

Dean Smith and then-assistant Roy Williams to pose for golf pictures

with his beloved Mildred the Bear. Smith said of the memory, “That

made me a little nervous, but [Hugh] thought it was fun.”

Morton’s influence firmly resides in the library and in the School of

Journalism and Mass Communication, where he is enshrined in the

North Carolina Public Relations Hall of Fame and where a distin-

guished professorship will inspire future scholarship and teaching

of the highest caliber. Established by Julia Morton to celebrate her

husband’s life and accomplishments, the Hugh Morton Distinguished

Professorship will help the school recruit or retain an outstanding

educator and provide scholarly, research or instructional support for

its holder.

“My main purpose for establishing this professorship is because

there really is no other ‘watchdog’ standing between the citizens of

North Carolina and Raleigh and Washington, so it’s important that

today’s journalism students know how to ask the hard questions,”

Morton—FroM Page 32


Morton—FroM Page 55

Julia Morton said. “What’s more, I can think of no better way to honor

Hugh than to enable others to experience and appreciate what he

held dear—Grandfather Mountain, the state of North Carolina and the

UNC experience.” n

North Carolina Foundation (the Fit Together Grant Program).

“These two organizations approached us after seeing what we

were accomplishing with the RWJF-funded communities,” said Sarah

Strunk, ALbD director. “We were excited by the prospect of helping to

address these issues a little closer to home. We’ve learned a lot from

these grantees—particularly what adjustments need to be made for

this approach to succeed in rural areas.”

Outside of the state, ALbD is consulting with Blue Cross and Blue

Shield of Minnesota to help translate lessons learned and build

capacity among its staff in support of a new statewide grant program.

In addition, it is serving as the physical activity/built environment

consultant for the W.K. Kellogg Foundation’s national Food and

Fitness initiative. And soon, ALbD will begin taking its work to scale.

Recently tapped by the Robert Wood Johnson Foundation to lead

Healthy Kids, Healthy Communities, a five-year, $44-million program,

ALbD ultimately will support 100 more communities across the

nation. The focus? To help underserved and vulnerable communities

at greatest risk for childhood obesity plan for and implement changes

in policies, systems and environments that increase opportunities for

active living and healthy eating. n

include a larger lobby, grand new staircases, more restrooms, a new

stage with wings, new lighting and sound systems, better accessibility

for the disabled, and air conditioning.

Along with helping to fund Memorial Hall’s physical transformation,

Carolina First donors made sure the venue will host top-flight perfor-

mances far into the future.

The William R. Kenan Jr. Charitable Trust led the way, issuing a

$5 million challenge gift to endow the Carolina Performing Arts’

programming needs. An advisory board of volunteers headed by Jim

Heavner and Barb Lee led a successful effort to meet the challenge.

Major commitments included $500,000 from Luther and Cheray

Hodges and $100,000 from Bill and Sara McCoy, whose lead gift

established the James Moeser Fund for Artistic Excellence.

“The performing arts at Carolina have come a long way in a short

time, and that’s directly attributable to the generosity of donors,”

Kang said. “We’re forever grateful.” n

albd—FroM Page 33

arts—FroM Page 34

Final Report 57

Documents

Carolina First Campaign Final Report