UNM Foundation Executive Campaign Reports: December 2017

Page 1

Campaign Progress Report July 1, 2006 - December 31, 2017: $972,174,063 $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

$972,174,063


Campaign Progress - Opportunity Areas July 1, 2006 - December 31, 2017: $972,174,063 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$565,607,971 $52,857,462

Faculty Support & Research

$186,734,623

Student Success & Opportunity

$162,572,190

Unrestricted

GRAND TOTAL

$4,401,817

$972,174,063


Campaign Progress - Analysis by Purpose July 1, 2006 - December 31, 2017: $972,174,063 Endowment 13.4%

Capital 0.4%

Deferred 19.0%

Current 67.2%


Campaign Progress - Analysis by Source July 1, 2006 - December 31, 2017: $972,174,063 Other Organizations

Alumni 20%

22%

Corporations 20%

Friends 20%

Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - December 31, 2017: $387,409,310 $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

8 17 -1 FY

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 - December 31, 2017: $584,764,753 $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

8 17 -1 FY

7 16 -1 FY

6 15 -1 FY

5

4

14 -1 FY

3

13 -1 FY

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 - December 31, 2017: $972,174,063 Campaign Progress

Campaign Goal

% of Goal

HSC

$333,567,361

$350,000,000

95 %

Main Campus

$400,029,969

$400,000,000

100 %

University Initiatives

$238,576,733

$250,000,000

95 %

GRAND TOTAL

$972,174,063

$1,000,000,000

97 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - December 31, 2017: $972,174,063

Campus

Gifts, 1 Pledges & Deferred

HSC

$237,213,585

$96,353,776

$333,567,361

$350,000,000

95%

Main Campus

$374,131,900

$25,898,069

$400,029,969

$400,000,000

100%

University Initiatives

$186,174,194

$52,402,539

$238,576,733

$250,000,000

95%

GRAND TOTAL

$797,519,680

$174,654,383

$972,174,063

$1,000,000,000

97 %

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 - December 31, 2017: $972,174,063

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$158,932,754

$78,280,832

$96,353,776

$333,567,361

$17,976,793

Main Campus

$265,777,455

$108,354,445

$25,898,069

$400,029,969

$17,714,601

University Initiatives

$129,547,713

$56,626,482

$52,402,539

$238,576,733

$8,868,918

$554,257,921

$243,261,758

$174,654,383

$972,174,063

$44,560,312

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 - December 31, 2017: $972,174,063 # 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

11

110 %

$70,483,063

7%

$6,407,551

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

15

17

113 %

$55,010,386

6%

$3,235,905

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

80

114

143 %

$163,985,139

17 %

$1,438,466

$500,000 - $999,999

125

169

135 %

$109,055,413

11 %

$645,298

$250,000 - $499,999

270

347

129 %

$117,386,485

12 %

$338,290

$100,000 - $249,999

560

767

137 %

$112,299,234

12 %

$146,414

$50,000 - $99,999

800

1,098

137 %

$70,965,271

7%

$64,631

$25,000 - $49,999

1,300

1,670

128 %

$53,748,193

6%

$32,185

Less than $25,000

N/A

414,861

N/A

$194,066,880

20 %

$468

$10,000,000 and more

GRAND TOTAL

419,056

Note: 44% of campaign total from 313 transactions of $500,000 and greater

$972,174,063

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - December 31, 2017: $972,174,063 $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

FY1718


Campaign Progress - Unrestricted Giving July 1, 2006 - December 31, 2017: $3,976,817

Campus

University Initiatives

Donors

Gifts

6,072

$3,976,817


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - December 31, 2017: $3,976,817

Alumni 59.5% Corporations 4.9% Foundations 11.8% Friends 14.6% Other Organizations 9.2% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - December 31, 2017: 6,072

Alumni 85.8% Corporations 2.8% Foundations 0.3% Friends 9.3% Other Organizations 1.8% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2017 - December 31, 2017: $44,560,312 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

$8,000,000

$29,100,000

$25,350,000

$12,000,000 $17,976,793

Actual Goal

$25,550,000

$17,714,601 $8,868,918

$4,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2017 - December 31, 2017: $1,139,162 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$184,819

382

413

$0

0

0

$184,819

382

413

Main Campus

$401,124

944

1,104

$0

0

0

$401,124

944

1,104

University Initiatives

$508,751

403

616

$44,468

339

350

$553,218

736

966

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,094,694

$44,468

$1,139,162

Total # of Unique Donors *

1,669

339

1,992

Total # of Unique Transactions **

2,131

350

2,481

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, 2017 - December 31, 2017: $1,139,162

Development Initiated 41.5% Direct Mail 41.5% EMail 9.7% Other 0.0% TeleMarketing 7.4% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - December 31, 2017: 1,992

Development Initiated 12.0% Direct Mail 45.0% EMail 11.2% Other 0.1% TeleMarketing 31.8% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - December 31, 2017: 2,481

Development Initiated 17.7% Direct Mail 44.5% EMail 10.7% Other 0.1% TeleMarketing 27.0% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - December 31, 2017: $495,949,799 $70,000,000 $60,000,000 $50,000,000 $40,000,000

Corporations Foundations Other Organizations

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

8 17 -1

7 FY

16 -1

6 FY

15 -1

5 FY

14 -1

4 FY

13 -1

3 FY

12 -1

2 FY

11 -1

1 FY

10 -1

0 FY

09 -1

9 FY

08 -0

8 FY

07 -0 FY

FY

06 -0

7

$0


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - December 31, 2017: $495,949,799 Corporations

Foundations

Other Organizations

Total

FY06-07

$12,110,409

$16,323,113

$13,254,590

$41,688,111

FY07-08

$11,631,146

$10,574,520

$12,092,345

$34,298,010

FY08-09

$14,894,474

$13,128,024

$11,872,339

$39,894,837

FY09-10

$10,724,115

$13,080,191

$12,415,048

$36,219,354

FY10-11

$10,725,232

$16,927,275

$11,369,058

$39,021,565

FY11-12

$14,957,702

$13,267,474

$11,287,299

$39,512,474

FY12-13

$14,808,792

$15,644,371

$10,124,939

$40,578,102

FY13-14

$18,172,307

$22,042,855

$10,628,946

$50,844,108

FY14-15

$14,884,369

$21,345,567

$12,515,376

$48,745,312

FY15-16

$14,595,603

$15,275,516

$11,763,678

$41,634,797

FY16-17

$32,621,149

$20,945,784

$11,416,875

$64,983,808

FY17-18

$6,362,237

$7,230,051

$4,937,033

$18,529,320

$176,487,533

$185,784,741

$133,677,525

$495,949,799

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2017 - December 31, 2017: $18,529,320 Source

Progress

Corporations

$6,362,237

Foundations

$7,230,051

Other Organizations

$4,937,033

Current FY Total

$18,529,320

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

52.9%

Percent of Days into Fiscal Year

50.1%

Total Number of Gifts

2,167


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