UNM Foundation Executive Campaign Reports: August 2016

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Campaign Progress Report July 1, 2006 - August 31, 2016: $848,584,721 $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

$848,584,721


Campaign Progress - Opportunity Areas July 1, 2006 - August 31, 2016: $848,584,721 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$496,730,116 $49,030,599

Faculty Support & Research

$160,845,247

Student Success & Opportunity

$138,392,913

Unrestricted

GRAND TOTAL

$3,585,845

$848,584,721


Campaign Progress - Analysis by Purpose July 1, 2006 - August 31, 2016: $848,584,721 Endowment 13.4%

Capital 0.5%

Deferred 19.3%

Current 66.8%


Campaign Progress - Analysis by Source July 1, 2006 - August 31, 2016: $848,584,721 Other Organizations

19% Alumni and Friends 40%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - August 31, 2016: $342,353,433 $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

7 16 -1 FY

6 15 -1 FY

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 - August 31, 2016: $506,231,288 $70,000,000 $60,000,000 $50,000,000 $40,000,000

Other Organizations Foundations Corporations

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

7 16 -1 FY

6 15 -1 FY

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 - August 31, 2016: $848,584,721 Campaign Progress

Campaign Goal

% of Goal

HSC

$289,215,313

$350,000,000

83 %

Main Campus

$346,042,869

$400,000,000

87 %

University Initiatives

$213,326,539

$250,000,000

85 %

GRAND TOTAL

$848,584,721

$1,000,000,000

85 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - August 31, 2016: $848,584,721

Campus

Gifts, 1 Pledges & Deferred

HSC

$207,133,442

$82,081,870

$289,215,313

$350,000,000

83%

Main Campus

$325,732,660

$20,310,210

$346,042,869

$400,000,000

87%

University Initiatives

$166,742,551

$46,583,988

$213,326,539

$250,000,000

85%

GRAND TOTAL

$699,608,653

$148,976,068

$848,584,721

$1,000,000,000

85 %

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, 2016: $848,584,721

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1617 to date

3

Private Grants

HSC

$142,861,195

$64,272,247

$82,081,870

$289,215,313

$5,239,283

Main Campus

$223,675,043

$102,057,617

$20,310,210

$346,042,869

$5,364,429

University Initiatives

$116,817,911

$49,924,641

$46,583,988

$213,326,539

$1,797,189

$483,354,149

$216,254,505

$148,976,068

$848,584,721

$12,400,901

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, 2016: $848,584,721 # 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

7%

$6,515,145

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

15

15

100 %

$49,370,386

6%

$3,291,359

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

80

98

123 %

$139,038,073

16 %

$1,418,756

$500,000 - $999,999

125

149

119 %

$96,270,028

11 %

$646,108

$250,000 - $499,999

270

300

111 %

$101,631,347

12 %

$338,771

$100,000 - $249,999

560

671

120 %

$98,302,744

12 %

$146,502

$50,000 - $99,999

800

948

119 %

$61,836,697

7%

$65,229

$25,000 - $49,999

1,300

1,453

112 %

$46,825,870

6%

$32,227

Less than $25,000

N/A

373,924

N/A

$171,499,274

20 %

$459

$10,000,000 and more

GRAND TOTAL

377,569

Note: 43% of campaign total from 273 transactions of $500,000 and greater

$848,584,721

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - August 31, 2016: $848,584,721 $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

FY1516

FY1617


Campaign Progress - Unrestricted Giving July 1, 2006 - August 31, 2016: $3,580,845

Campus

University Initiatives

Donors

Gifts

5,707

$3,580,845


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - August 31, 2016: $3,580,845

Alumni and Friends 73.2% Corporations 7.3% Foundations 11.0% Other Organizations 8.5% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - August 31, 2016: 5,707

Alumni and Friends 95.3% Corporations 2.4% Foundations 0.8% Other Organizations 1.5% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2016 - August 31, 2016: $12,400,901 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

Actual Goal

$30,700,000 $25,450,000

$12,000,000

$23,850,000

$8,000,000 $4,000,000

$5,364,429

$5,239,283

$1,797,189

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2016 - August 31, 2016: $146,357 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$17,607

36

42

$0

0

0

$17,607

36

42

Main Campus

$10,978

41

45

$0

0

0

$10,978

41

45

$115,657

80

135

$2,115

24

24

$117,772

103

159

University Initiatives

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$144,242

$2,115

$146,357

Total # of Unique Donors *

154

24

177

Total # of Unique Transactions **

222

24

246

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, 2016 - August 31, 2016: $146,357

Development Initiated 78.2% Direct Mail 13.1% EMail 5.8% Other 0.3% TeleMarketing 2.5% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2016 - August 31, 2016: 177

Development Initiated 37.1% Direct Mail 34.8% EMail 17.4% Other 1.7% TeleMarketing 9.0% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2016 - August 31, 2016: 246

Development Initiated 48.4% Direct Mail 27.6% EMail 14.6% Other 1.6% TeleMarketing 7.7% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - August 31, 2016: $418,355,019 $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

7 16 -1 FY

6 15 -1 FY

5 14 -1 FY

4 13 -1 FY

3

2

12 -1 FY

1

11 -1 FY

0

10 -1 FY

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, 2016: $418,355,019 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,112,672

$13,758,915

$11,718,077

$41,589,664

FY07-08

$10,665,962

$13,001,884

$10,672,902

$34,340,748

FY08-09

$13,222,777

$16,684,165

$9,795,568

$39,702,509

FY09-10

$12,525,164

$13,779,877

$9,986,432

$36,291,473

FY10-11

$17,442,242

$13,018,223

$8,508,723

$38,969,188

FY11-12

$13,189,963

$17,583,452

$8,648,568

$39,421,983

FY12-13

$15,521,355

$17,162,097

$7,965,136

$40,648,588

FY13-14

$22,039,825

$20,632,449

$8,259,102

$50,931,376

FY14-15

$21,475,743

$17,595,379

$9,875,736

$48,946,858

FY15-16

$14,892,136

$17,258,602

$9,454,963

$41,605,702

FY16-17

$3,282,179

$1,214,005

$1,410,746

$5,906,931

$160,370,018

$161,689,048

$96,295,952

$418,355,019

Total


Corporate and Foundation Activity Fiscal Year July 1, 2016 - August 31, 2016: $5,906,931 Source

Progress

Corporations and Corporate Foundations

$1,214,005

Foundations and Family Foundations

$3,282,179

Other Organizations

$1,410,746

Current FY Total

$5,906,931

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

16.9%

Percent of Days into Fiscal Year

16.7%

Total Number of Gifts

470


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