UNM Foundation Executive Campaign Reports: August 2014

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Campaign Progress Report July 1, 2006 - August 31, 2014: $674,122,106 $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

$674,122,106


Campaign Progress - Opportunity Areas July 1, 2006 - August 31, 2014: $674,122,106 Campaign Progress

Campus Campus Programs Capital Projects and Facilities Faculty Support & Research Student Success & Opportunity Unrestricted

GRAND TOTAL

$411,969,586 $33,620,962 $127,388,191 $98,000,320 $3,143,047

$674,122,106


Campaign Progress - Analysis by Purpose July 1, 2006 - August 31, 2014: $674,122,106 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - August 31, 2014: $674,122,106 Other Organizations 18% Alumni and Friends 40%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - August 31, 2014: $271,391,392 $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

14 15 FY

13 14 FY

12 13 FY

11 12 FY

10 11 FY

09 10 FY

08 09 FY

07 08 FY

FY

06 07

$0


Campaign Progress - Analysis by Source (Organizations) July 1, 2006 - August 31, 2014: $402,730,714 $60,000,000 $50,000,000 $40,000,000 Other Organizations Foundations Corporations

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

14 15 FY

13 14 FY

12 13 FY

11 12 FY

10 11 FY

09 10 FY

08 09 FY

07 08 FY

FY

06 07

$0


Campaign Progress - Executive Committee Leadership Report July 1, 2006 - August 31, 2014: $674,122,106 Campaign Progress

Campaign Goal

% of Goal

HSC

$232,653,617

$350,000,000

66 %

Main Campus

$273,619,557

$400,000,000

68 %

University Initiatives

$167,848,932

$250,000,000

67 %

GRAND TOTAL

$674,122,106

$1,000,000,000

67 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - August 31, 2014: $674,122,106

Campus

Gifts, 1 Pledges & Deferred

HSC

$171,635,577

$61,018,040

$232,653,617

$350,000,000

66%

Main Campus

$258,898,797

$14,720,760

$273,619,557

$400,000,000

68%

University Initiatives

$132,027,819

$35,821,113

$167,848,932

$250,000,000

67%

GRAND TOTAL

$562,562,193

$111,559,913

$674,122,106

$1,000,000,000

67 %

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 - August 31, 2014: $674,122,106

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY1415 to date

3

HSC

$121,261,568

$50,374,009

$61,018,040

$232,653,617

$7,121,002

Main Campus

$178,327,999

$80,570,798

$14,720,760

$273,619,557

$5,312,842

$97,836,822

$34,190,997

$35,821,113

$167,848,932

$3,238,637

$397,426,390

$165,135,804

$111,559,913

$674,122,106

$15,672,481

University Initiatives 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 - August 31, 2014: $674,122,106 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

4%

$12,587,000

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

10

8

80 %

$53,636,303

8%

$6,704,538

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

15

12

80 %

$40,870,386

6%

$3,405,865

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

80

72

90 %

$99,580,718

15 %

$1,383,066

$500,000 - $999,999

125

121

97 %

$76,059,349

11 %

$628,590

$250,000 - $499,999

270

239

89 %

$79,772,724

12 %

$333,777

$100,000 - $249,999

560

511

91 %

$74,995,977

11 %

$146,763

$50,000 - $99,999

800

741

93 %

$48,170,596

7%

$65,008

$25,000 - $49,999

1,300

1,174

90 %

$38,162,044

6%

$32,506

Less than $25,000

N/A

306,801

N/A

$137,700,011

20 %

$449

$10,000,000 and more

GRAND TOTAL

309,681

Note: 44% of campaign total from 215 transactions of $500,000 and greater

$674,122,106

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - August 31, 2014: $674,122,106 $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


Unrestricted Giving Campaign Progress Report July 1, 2006 - August 31, 2014: $3,143,037

Campus

University Initiatives

Donors

Gifts

5,051

$3,143,037


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - August 31, 2014: $3,143,037

Alumni and Friends $2,267,149 Corporations $246,941 Foundations $383,196 Other Organizations $245,752 Total: $3,143,037


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - August 31, 2014: 5,051

Alumni and Friends 4847 Corporations 113 Foundations 41 Other Organizations 50 Total: 5051


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - August 31, 2014: $15,672,481 $35,000,000

$32,350,000

$30,000,000 $24,175,000

$25,000,000

$23,475,000

$20,000,000 Actual Goal

$15,000,000 $10,000,000

$7,121,002 $5,312,842

$5,000,000

$3,238,637

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - August 31, 2014: $783,873 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$695,676

439

801

$0

0

0

$695,676

439

801

Main Campus

$12,247

60

62

$0

0

0

$12,247

60

62

University Initiatives

$74,261

102

124

$1,690

21

21

$75,951

123

145

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$782,183

$1,690

$783,873

Total # of Unique Donors *

594

21

615

Total # of Unique Transactions **

986

21

1,007

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 - August 31, 2014: $783,873

Development Initiated $744,945 Direct Mail $8,363 EMail $11,694 Other $1,612 Radiothon $14,645 TeleMarketing $2,615 Total: $783,873


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - August 31, 2014: 615

Development Initiated 13.2% Direct Mail 8.5% EMail 11.0% Other 4.0% Radiothon 59.6% TeleMarketing 3.7% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - August 31, 2014: 1,007

Development Initiated 10.7% Direct Mail 5.3% EMail 7.1% Other 4.4% Radiothon 70.0% TeleMarketing 2.5% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - August 31, 2014: $334,478,852 $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 - August 31, 2014: $334,478,852 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,163,769

$13,929,930

$11,798,407

$41,892,106

FY07-08

$10,708,290

$13,185,205

$10,810,907

$34,704,402

FY08-09

$13,217,991

$16,892,728

$9,879,722

$39,990,440

FY09-10

$12,568,089

$13,729,653

$10,010,824

$36,308,566

FY10-11

$17,474,952

$12,977,616

$8,557,171

$39,009,739

FY11-12

$13,091,797

$17,468,468

$8,665,963

$39,226,228

FY12-13

$15,742,995

$16,902,219

$8,039,822

$40,685,035

FY13-14

$22,156,425

$20,438,570

$8,246,753

$50,841,749

FY14-15

$7,363,241

$2,200,478

$2,256,865

$11,820,585

$128,487,549

$127,724,868

$78,266,434

$334,478,852

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - August 31, 2014: $11,820,685 Source

Progress

Corporations and Corporate Foundations

$2,200,578

Foundations and Family Foundations

$7,363,241

Other Organizations

$2,256,865

Current FY Total

$11,820,685

Current Fiscal Year Goal

$32,000,000

Progress to Current Fiscal Year Goal

36.9%

Percent of Days into Fiscal Year

16.7%

Total Number of Gifts

602


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