UNM Foundation Executive Campaign Reports: April 2015

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Campaign Progress Report July 1, 2006 - April 30, 2015: $733,380,024 $1,000,000,000 $900,000,000 $800,000,000 $700,000,000 $600,000,000 $500,000,000 $400,000,000 $300,000,000 $200,000,000 $100,000,000 $0

$733,380,024


Campaign Progress - Opportunity Areas July 1, 2006 - April 30, 2015: $733,380,024 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$439,637,297 $40,162,218

Faculty Support & Research

$138,824,672

Student Success & Opportunity

$111,483,831

Unrestricted

GRAND TOTAL

$3,272,006

$733,380,024


Campaign Progress - Analysis by Purpose July 1, 2006 - April 30, 2015: $733,380,024 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - April 30, 2015: $733,380,024 Other Organizations

19% Alumni and Friends 40%

Foundations 21%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - April 30, 2015: $289,809,587 $45,000,000 $40,000,000 $35,000,000 $30,000,000 $25,000,000

Friends Alumni

$20,000,000 $15,000,000 $10,000,000 $5,000,000

5 14 -1 FY

4 13 -1 FY

3 12 -1 FY

2 11 -1 FY

1 10 -1 FY

0 09 -1 FY

9 08 -0 FY

8 07 -0 FY

FY

06 -0

7

$0


Campaign Progress - Analysis by Source (Organizations) July 1, 2006 - April 30, 2015: $443,570,437 $60,000,000 $50,000,000 $40,000,000 Other Organizations Foundations Corporations

$30,000,000 $20,000,000 $10,000,000

5 14 -1 FY

4 13 -1 FY

3 12 -1 FY

2 11 -1 FY

1 10 -1 FY

0 09 -1 FY

9 08 -0 FY

8 07 -0 FY

FY

06 -0

7

$0


Campaign Progress - Executive Committee Leadership Report July 1, 2006 - April 30, 2015: $733,380,024 Campaign Progress

Campaign Goal

% of Goal

HSC

$246,906,291

$350,000,000

71 %

Main Campus

$296,344,095

$400,000,000

74 %

University Initiatives

$190,129,638

$250,000,000

76 %

GRAND TOTAL

$733,380,024

$1,000,000,000

73 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - April 30, 2015: $733,380,024

Campus

Gifts, 1 Pledges & Deferred

HSC

$180,266,830

$66,639,462

$246,906,291

$350,000,000

71%

Main Campus

$280,931,850

$15,412,245

$296,344,095

$400,000,000

74%

University Initiatives

$150,227,664

$39,901,975

$190,129,638

$250,000,000

76%

GRAND TOTAL

$611,426,343

$121,953,681

$733,380,024

$1,000,000,000

73 %

Private Grants

2

Totals

Campaign Goal

% of Goal

1 Includes cash, gifts-in-kind, bequests, bequest pledges, and annuities. 2 Includes grants from corporations, foundations and other types of organizations. Includes tribal scholarship grants. Excludes grants that are contractual; federal, state or local government; or proprietary.


Campaign Progress - Campus Development Report July 1, 2006 - April 30, 2015: $733,380,024

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1415 to date

3

Private Grants

HSC

$127,481,614

$52,785,216

$66,639,462

$246,906,291

$21,373,677

Main Campus

$196,730,646

$84,201,204

$15,412,245

$296,344,095

$28,037,379

University Initiatives

$108,263,221

$41,964,442

$39,901,975

$190,129,638

$25,519,343

$432,475,480

$178,950,863

$121,953,681

$733,380,024

$74,930,399

GRAND TOTAL

1 Includes cash, gifts-in-kind, and pledges. 2 Includes bequests, bequest pledges, and annuities. 3 Includes grants from corporations, foundations and other types of organizations. Includes tribal scholarship grants. Excludes grants that are contractual; federal, state or local government; or proprietary.


Campaign Progress - Table of Gifts July 1, 2006 - April 30, 2015: $733,380,024 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

3%

$12,587,000

$5,000,000 - $9,999,999

10

9

90 %

$58,636,303

8%

$6,515,145

$2,500,000 - $4,999,999

15

13

87 %

$43,370,386

6%

$3,336,184

$1,000,000 - $2,499,999

80

81

101 %

$113,266,904

15 %

$1,398,357

$500,000 - $999,999

125

131

105 %

$82,735,375

11 %

$631,568

$250,000 - $499,999

270

258

96 %

$86,755,752

12 %

$336,263

$100,000 - $249,999

560

555

99 %

$81,190,035

11 %

$146,288

$50,000 - $99,999

800

812

102 %

$52,730,025

7%

$64,938

$25,000 - $49,999

1,300

1,258

97 %

$40,750,270

6%

$32,393

Less than $25,000

N/A

330,402

N/A

$148,770,976

20 %

$450

$10,000,000 and more

GRAND TOTAL

333,521

Note: 44% of campaign total from 236 transactions of $500,000 and greater

$733,380,024

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - April 30, 2015: $733,380,024 $100,000,000 $87,500,000 $75,000,000 $62,500,000 Actual Goal

$50,000,000 $37,500,000 $25,000,000 $12,500,000 $0 FY0607

FY0708

FY0809

FY0910

FY1011

FY1112

FY1213

FY1314

FY1415


Campaign Progress - Unrestricted Giving July 1, 2006 - April 30, 2015: $3,272,006

Campus

University Initiatives

Donors

Gifts

5,381

$3,272,006


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - April 30, 2015: $3,272,006

Alumni and Friends 72.4% Corporations 7.4% Foundations 11.8% Other Organizations 8.4% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - April 30, 2015: 5,381

Alumni and Friends 95.9% Corporations 2.2% Foundations 0.8% Other Organizations 1.1% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - April 30, 2015: $74,930,399 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $24,175,000

$10,000,000

Actual Goal

$32,350,000 $28,037,379

$25,519,343

$23,475,000

$21,373,677

$5,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - April 30, 2015: $3,313,491 Restricted Campus

Health Sciences Center Main Campus University Initiatives

Total

Unrestricted

Amount

Donors

# of Gifts

$1,758,234

2,481

5,529

$0

0

0

$1,758,234

2,481

5,529

$407,090

1,776

2,169

$0

0

0

$407,090

1,776

2,169

$1,051,090

761

1,117

$97,078

822

892

$1,148,167

1,544

2,009

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$3,216,414

$97,078

$3,313,491

Total # of Unique Donors *

4,893

822

5,556

Total # of Unique Transactions **

8,811

892

9,702

Grand Total

* A donor may make both restricted and unrestricted gifts and many make gifts to more than one campus. ** A donor may make one gift distributed to both restricted and unrestricted allocations or a gift distributed to allocations for more than one campus.


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Dollars) July 1, 2014 - April 30, 2015: $3,313,491

Development Initiated $2,258,139 Direct Mail $253,843 EMail $118,536 Other $69,330 Radiothon $144,617 TeleMarketing $469,027 Total: $3,313,491


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - April 30, 2015: 5,556

Development Initiated 7.8% Direct Mail 23.0% EMail 8.0% Other 2.6% Radiothon 25.5% TeleMarketing 33.2% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - April 30, 2015: 9,702

Development Initiated 8.2% Direct Mail 15.2% EMail 5.2% Other 3.1% Radiothon 42.6% TeleMarketing 25.8% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - April 30, 2015: $363,043,697 $60,000,000 $50,000,000 $40,000,000 Other Organizations Corporate and Corporate Foundations Foundations and Family Foundations

$30,000,000 $20,000,000 $10,000,000

5 14 -1 FY

4 13 -1 FY

3 12 -1 FY

2 11 -1 FY

1 10 -1 FY

0 09 -1 FY

9 08 -0 FY

8 07 -0 FY

FY

06 -0

7

$0


Corporate and Foundation Activity July 1, 2006 - April 30, 2015: $363,043,697 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,168,919

$13,953,530

$11,786,157

$41,908,606

FY07-08

$10,708,440

$13,190,205

$10,808,257

$34,706,902

FY08-09

$13,217,991

$16,909,228

$9,863,222

$39,990,440

FY09-10

$12,538,089

$13,762,153

$10,008,324

$36,308,566

FY10-11

$17,444,952

$13,010,116

$8,554,671

$39,009,739

FY11-12

$13,201,677

$17,489,719

$8,664,762

$39,356,159

FY12-13

$15,717,995

$16,932,487

$8,038,622

$40,689,103

FY13-14

$22,220,425

$20,467,495

$8,243,037

$50,930,958

FY14-15

$18,741,540

$12,086,963

$9,314,719

$40,143,223

$139,960,029

$137,801,897

$85,281,771

$363,043,697

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - April 30, 2015: $40,143,948 Source

Progress

Corporations and Corporate Foundations

$12,087,688

Foundations and Family Foundations

$18,741,540

Other Organizations

$9,314,719

Current FY Total

$40,143,948

Current Fiscal Year Goal Progress to Current Fiscal Year Goal Percent of Days into Fiscal Year Total Number of Gifts

$32,000,000 125.4% 83.0% 3,806


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