Jazz at Lincoln Center AFP Philanthropy Day New York Friday, June 27, 2014 Dwayne Ashley, VP Development JALC | Robert Kissane, CEO, CCS

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About JALC The Mission of Jazz at Lincoln Center is to Entertain,

Enrich and Expand a Global Community for Jazz through Performance, Education and Advocacy.

Wynton Marsalis, Managing and Artistic Director

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JALC History 1987 - Summer concert series at Lincoln Center

1991 - Official department of Lincoln Center

July 1996 - JALC was inducted as the first new constituent of Lincoln Center since The School of American Ballet joined in 1987

2004 - World’s first venue designed specifically for jazz performance, education and broadcast opened

– As the centerpiece of a $131 million capital campaign drive, the 100,000-square-foot facility features three concert and performance spaces (Rose Theater, The Appel Room and Dizzy’s Club Coca-Cola) engineered for the warmth and clarity of the sound of jazz.

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JALC Today Finances

• $47.5 million operating budget

• $16 million endowment

Facilities

• Frederick P. Rose Hall • The Appel Room • The Ertegun Atrium • Dizzy Club Coca Cola • Jazz Hall of Fame • The Irene Diamond

Education Center • The Agnes Varis and Karl

Leichtman Studio

JALC Orchestra • Led by Wynton Marsalis • 15 finest soloists, ensemble

players, and arrangers in jazz music today

Signature Education Programs

• Essentially Ellington • Middle School Jazz

Academy • WeBop! • Jazz for Young People • Swing University • Band Director Academy

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The Campaign for JALC Strengthen Endowment ($45m+)

– Build endowment to at least 1x annual operating budget

– Endow the Orchestra, education programs, and archives

Fund Capital Investments ($22m+)

– Redesign pubic spaces, incorporating digital technology

– Redesign Atrium to optimize space for more dynamic, interactive and accessible home for jazz.

– Redesign Billie Holiday Terrace

Support Programs ($8m+)

– Expand Education programs

– New Digital strategy

– Build audiences globally

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Assets of JALC Inspiring and focused leader

– Wynton Marsalis

Committed leadership

– Board of Directors Compelling mission

– Advancing precious American art form

History of support – Leading cultural philanthropists (Rose, Allen,

Diamond, Varis, Appel, others)

– Leading foundations (Ford, Hearst, Mellon, others)

– City of New York Successful educational programming

JALC Orchestra

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The Planning Study 50+ interviews

– Board of Directors – Major donors – Key stakeholders

Conducted in Fall 2013

Tested $100M+ in endowment, facilities and programmatic needs

Recommended $75M+ campaign

Established campaign plan and policies

Identified top leadership prospects

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The Campaign Leadership Team

Campaign Cabinet

– Bob Appel, Chairman – Mark Patterson, Development Chair – Lisa Schiff, Chairman Emeritus – Art Samberg – John Arnhold – Diane Coffey – Gail Engelberg – Paul Schorr – Richard Cashin – Diana DiMenna

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The Campaign Challenges Reliance on same donor pool for operating support

and campaign giving

Limited appeal of jazz among leading cultural philanthropists

Competing Lincoln Center campaigns

Challenge of endowment fundraising

Cost of public spaces renovations

Hedge fund donors hesitancy to support endowment

Protect annual fund

Limited naming opportunities

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Campaign Strategies Campaign Cabinet comprised of influential Board

members

Signature gifts for each case priority:

– Endowment – Atrium – Education programs

New giving and naming opportunities

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Success Stories The Appel Room

– Bob Appel – $20 million gift – Renaming iconic Allen Room

The Ertegun Atrium

– Mica Ertegun – $10 million gift – Public spaces redesign

Five Director gifts of $5M+

Support from NYC

New prospect engagement

Sustained annual giving

THANK YOU