UNM Foundation Executive Campaign Reports: December 2018

Page 1

Campaign Progress Report July 1, 2006 - December 31, 2018: $1,073,730,847 $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

$1,073,730,847


Campaign Progress - Opportunity Areas July 1, 2006 - December 31, 2018: $1,073,730,847 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$626,689,883 $56,386,650

Faculty Support & Research

$204,110,215

Student Success & Opportunity

$181,836,879

Unrestricted

GRAND TOTAL

$4,707,220

$1,073,730,847


Campaign Progress - Analysis by Purpose July 1, 2006 - December 31, 2018: $1,073,730,847 Endowment 13.3%

Capital 0.4%

Deferred 21.1%

Current 65.2%


Campaign Progress - Analysis by Source July 1, 2006 - December 31, 2018: $1,073,730,847 Other Organizations

Alumni 20%

22%

Corporations 18%

Friends 22% Foundations 18%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - December 31, 2018: $444,094,727 $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

9 18 -1 FY

8 17 -1 FY

7 16 -1 FY

6

5

15 -1 FY

14 -1 FY

4 13 -1 FY

3 12 -1 FY

2 11 -1 FY

1

0

10 -1 FY

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, 2018: $629,636,119 $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

9 18 -1

8 FY

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 - Executive Committee Leadership Report July 1, 2006 - December 31, 2018: $1,073,730,847 Campaign Progress

Campaign Goal

% of Goal

HSC

$371,286,459

$350,000,000

106 %

Main Campus

$440,606,811

$400,000,000

110 %

University Initiatives

$261,837,576

$250,000,000

105 %

GRAND TOTAL

$1,073,730,847

$1,000,000,000

107 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - December 31, 2018: $1,073,730,847

Campus

Gifts, 1 Pledges & Deferred

HSC

$264,393,694

$106,892,766

$371,286,459

$350,000,000

106%

Main Campus

$412,253,852

$28,352,960

$440,606,811

$400,000,000

110%

University Initiatives

$204,461,177

$57,376,399

$261,837,576

$250,000,000

105%

GRAND TOTAL

$881,108,722

$192,622,124

$1,073,730,847

$1,000,000,000

107 %

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, 2018: $1,073,730,847

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1819 to date

3

Private Grants

HSC

$167,533,329

$96,860,365

$106,892,766

$371,286,459

$27,751,550

Main Campus

$279,876,066

$132,377,786

$28,352,960

$440,606,811

$23,133,673

University Initiatives

$137,479,981

$66,981,196

$57,376,399

$261,837,576

$7,999,439

$584,889,376

$296,219,346

$192,622,124

$1,073,730,847

$58,884,661

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, 2018: $1,073,730,847 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

2%

$12,587,000

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

10

13

130 %

$84,483,063

8%

$6,498,697

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

15

22

147 %

$70,273,788

7%

$3,194,263

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

80

123

154 %

$176,455,889

16 %

$1,434,601

$500,000 - $999,999

125

186

149 %

$119,997,860

11 %

$645,150

$250,000 - $499,999

270

381

141 %

$128,925,290

12 %

$338,387

$100,000 - $249,999

560

845

151 %

$124,217,342

12 %

$147,003

$50,000 - $99,999

800

1,231

154 %

$79,330,602

7%

$64,444

$25,000 - $49,999

1,300

1,794

138 %

$57,751,241

5%

$32,191

Less than $25,000

N/A

441,334

N/A

$207,121,774

19 %

$469

$10,000,000 and more

GRAND TOTAL

445,931

Note: 44% of campaign total from 346 transactions of $500,000 and greater

$1,073,730,847

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - December 31, 2018: $1,073,730,847 $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 FY1819


Campaign Progress - Unrestricted Giving July 1, 2006 - December 31, 2018: $4,282,220

Campus

University Initiatives

Donors

Gifts

6,150

$4,282,220


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - December 31, 2018: $4,282,220

Alumni 58.5% Corporations 4.3% Foundations 12.9% Friends 13.8% Other Organizations 10.6% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - December 31, 2018: 6,150

Alumni 85.3% Corporations 2.9% Foundations 0.3% Friends 9.3% Other Organizations 2.1% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2018 - December 31, 2018: $58,884,661 $32,000,000 $28,000,000

$29,500,000 $27,250,000

$27,751,550

$23,250,000

$23,133,673

$24,000,000 $20,000,000

Actual Goal

$16,000,000 $12,000,000 $7,999,439

$8,000,000 $4,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2018 - December 31, 2018: $1,715,207 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$936,629

568

1,763

$0

0

0

$936,629

568

1,763

Main Campus

$237,809

527

797

$0

0

0

$237,809

527

797

University Initiatives

$517,217

303

474

$23,552

77

80

$540,769

378

554

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,691,655

$23,552

$1,715,207

Total # of Unique Donors *

1,353

77

1,423

Total # of Unique Transactions **

3,034

80

3,114

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, 2018 - December 31, 2018: $1,715,207

Development Initiated 76.4% Direct Mail 20.2% Email 1.5% Other 1.7% Telemarketing 0.2% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2018 - December 31, 2018: 1,423

Development Initiated 21.9% Direct Mail 52.2% Email 4.7% Other 19.3% Telemarketing 1.8% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2018 - December 31, 2018: 3,114

Development Initiated 19.7% Direct Mail 32.2% Email 5.1% Other 40.9% Telemarketing 2.0% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - December 31, 2018: $530,774,682 $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

18 19

FY

17 18

FY

16 17

FY

15 16

FY

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 - Corporate and Foundation Activity July 1, 2006 - December 31, 2018: $530,774,682 Corporations

Foundations

Other Organizations

Total

FY0607

$12,076,538

$16,323,538

$13,230,245

$41,630,321

FY0708

$11,552,120

$10,578,145

$12,059,007

$34,189,272

FY0809

$13,683,555

$13,130,174

$12,852,017

$39,665,745

FY0910

$10,655,764

$13,135,853

$12,369,396

$36,161,012

FY1011

$10,580,256

$16,987,532

$11,386,378

$38,954,166

FY1112

$14,916,457

$13,534,041

$11,240,753

$39,691,251

FY1213

$14,646,357

$15,669,371

$9,986,543

$40,302,271

FY1314

$18,007,869

$22,198,080

$10,353,675

$50,559,625

FY1415

$14,775,916

$21,427,001

$12,308,295

$48,511,211

FY1516

$14,365,916

$15,423,929

$11,661,756

$41,451,601

FY1617

$32,453,769

$21,108,184

$11,158,278

$64,720,231

FY1718

$13,341,425

$13,069,197

$11,454,225

$37,864,847

FY1819

$6,029,884

$6,415,071

$4,628,173

$17,073,129

$187,085,826

$199,000,116

$144,688,740

$530,774,682

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2018 - December 31, 2018: $17,073,129 Source

Progress

Corporations

$6,029,884

Foundations

$6,415,071

Other Organizations

$4,628,173

Current FY Total

$17,073,129

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

48.8%

Percent of Days into Fiscal Year

50.1%

Total Number of Gifts

1,609


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