UNM Foundation Executive Campaign Reports: February 2015

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Campaign Progress Report July 1, 2006 - February 28, 2015: $720,331,820 $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

$720,331,820


Campaign Progress - Opportunity Areas July 1, 2006 - February 28, 2015: $720,331,820 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$433,133,133 $40,143,552

Faculty Support & Research

$136,334,500

Student Success & Opportunity

$107,464,315

Unrestricted

GRAND TOTAL

$3,256,318

$720,331,820


Campaign Progress - Analysis by Purpose July 1, 2006 - February 28, 2015: $720,331,820 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - February 28, 2015: $720,331,820 Other Organizations

19% Alumni and Friends 40%

Foundations 20%

Corporations 22%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - February 28, 2015: $284,765,412 $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 - February 28, 2015: $435,566,408 $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 - February 28, 2015: $720,331,820 Campaign Progress

Campaign Goal

% of Goal

HSC

$244,447,621

$350,000,000

70 %

Main Campus

$292,975,548

$400,000,000

73 %

University Initiatives

$182,908,650

$250,000,000

73 %

GRAND TOTAL

$720,331,820

$1,000,000,000

72 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - February 28, 2015: $720,331,820

Campus

Gifts, 1 Pledges & Deferred

HSC

$178,603,175

$65,844,446

$244,447,621

$350,000,000

70%

Main Campus

$277,679,643

$15,295,905

$292,975,548

$400,000,000

73%

University Initiatives

$143,661,583

$39,247,067

$182,908,650

$250,000,000

73%

GRAND TOTAL

$599,944,402

$120,387,418

$720,331,820

$1,000,000,000

72 %

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 - February 28, 2015: $720,331,820

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1415 to date

3

Private Grants

HSC

$126,113,367

$52,489,808

$65,844,446

$244,447,621

$18,915,006

Main Campus

$194,144,653

$83,534,990

$15,295,905

$292,975,548

$24,668,833

University Initiatives

$105,072,154

$38,589,430

$39,247,067

$182,908,650

$18,298,356

$425,330,174

$174,614,228

$120,387,418

$720,331,820

$61,882,195

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 - February 28, 2015: $720,331,820 # 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

79

99 %

$109,466,904

15 %

$1,385,657

$500,000 - $999,999

125

129

103 %

$81,687,496

11 %

$633,236

$250,000 - $499,999

270

253

94 %

$84,807,425

12 %

$335,207

$100,000 - $249,999

560

541

97 %

$79,291,904

11 %

$146,565

$50,000 - $99,999

800

799

100 %

$51,835,859

7%

$64,876

$25,000 - $49,999

1,300

1,238

95 %

$40,130,028

6%

$32,415

Less than $25,000

N/A

324,867

N/A

$145,931,516

20 %

$449

$10,000,000 and more

GRAND TOTAL

327,930

Note: 44% of campaign total from 232 transactions of $500,000 and greater

$720,331,820

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - February 28, 2015: $720,331,820 $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 - February 28, 2015: $3,256,318

Campus

University Initiatives

Donors

Gifts

5,328

$3,256,318


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - February 28, 2015: $3,256,318

Alumni and Friends $2,355,548 Corporations $242,175 Foundations $385,062 Other Organizations $273,534 Total: $3,256,318


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - February 28, 2015: 5,328

Alumni and Friends 5109 Corporations 120 Foundations 42 Other Organizations 57 Total: 5328


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - February 28, 2015: $61,882,195 $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 $23,475,000

$24,668,833

$18,915,006

$18,298,356

$5,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - February 28, 2015: $2,867,019 Restricted

Total

Unrestricted

Amount

Donors

# of Gifts

$1,543,808

2,111

4,318

$0

0

0

$1,543,808

2,111

4,318

Main Campus

$275,562

1,354

1,494

$0

0

0

$275,562

1,354

1,494

University Initiatives

$973,953

594

846

$73,696

641

665

$1,047,649

1,213

1,511

Campus

Health Sciences Center

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$2,793,323

$73,696

$2,867,019

Total # of Unique Donors *

3,974

641

4,536

Total # of Unique Transactions **

6,654

665

7,318

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 - February 28, 2015: $2,867,019

Development Initiated $2,173,628 Direct Mail $215,594 EMail $113,881 Other $27,854 Radiothon $127,797 TeleMarketing $208,264 Total: $2,867,019


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - February 28, 2015: 4,536

Development Initiated 8.2% Direct Mail 23.9% EMail 9.0% Other 1.4% Radiothon 30.8% TeleMarketing 26.6% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - February 28, 2015: 7,318

Development Initiated 9.1% Direct Mail 16.8% EMail 6.3% Other 2.6% Radiothon 46.8% TeleMarketing 18.5% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - February 28, 2015: $355,929,980 $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 - February 28, 2015: $355,929,980 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

$12,538,089

$13,759,653

$10,010,824

$36,308,566

FY10-11

$17,444,952

$13,007,616

$8,557,171

$39,009,739

FY11-12

$13,201,677

$17,488,518

$8,665,963

$39,356,159

FY12-13

$15,717,995

$16,931,287

$8,039,822

$40,689,103

FY13-14

$22,220,425

$20,464,495

$8,246,037

$50,930,958

FY14-15

$15,054,724

$10,333,975

$7,659,807

$33,048,507

$136,267,913

$135,993,408

$83,668,660

$355,929,980

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - February 28, 2015: $33,048,832 Source

Progress

Corporations and Corporate Foundations

$10,334,300

Foundations and Family Foundations

$15,054,724

Other Organizations

$7,659,807

Current FY Total

$33,048,832

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

$32,000,000 103.3% 66.3% 2,930


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