UNM Foundation Executive Reports: February 2018

Page 1

Campaign Progress Report July 1, 2006 - February 28, 2018: $987,662,693 $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

$987,662,693


Campaign Progress - Opportunity Areas July 1, 2006 - February 28, 2018: $987,662,693 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$571,688,156 $53,244,325

Faculty Support & Research

$191,508,802

Student Success & Opportunity

$166,805,307

Unrestricted

GRAND TOTAL

$4,416,103

$987,662,693


Campaign Progress - Analysis by Purpose July 1, 2006 - February 28, 2018: $987,662,693 Endowment 13.6%

Capital 0.4%

Deferred 18.9%

Current 67.1%


Campaign Progress - Analysis by Source July 1, 2006 - February 28, 2018: $987,662,693 Other Organizations

Alumni 20%

22%

Corporations 20%

Friends 20%

Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - February 28, 2018: $393,300,323 $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 - February 28, 2018: $594,362,369 $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 - February 28, 2018: $987,662,693 Campaign Progress

Campaign Goal

% of Goal

HSC

$338,348,225

$350,000,000

97 %

Main Campus

$403,355,556

$400,000,000

101 %

University Initiatives

$245,958,911

$250,000,000

98 %

GRAND TOTAL

$987,662,693

$1,000,000,000

99 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - February 28, 2018: $987,662,693

Campus

Gifts, 1 Pledges & Deferred

HSC

$237,982,714

$100,365,511

$338,348,225

$350,000,000

97%

Main Campus

$377,413,562

$25,941,994

$403,355,556

$400,000,000

101%

University Initiatives

$191,161,509

$54,797,402

$245,958,911

$250,000,000

98%

GRAND TOTAL

$806,557,785

$181,104,907

$987,662,693

$1,000,000,000

99 %

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, 2018: $987,662,693

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$159,654,703

$78,328,012

$100,365,511

$338,348,225

$22,757,658

Main Campus

$267,658,532

$109,755,029

$25,941,994

$403,355,556

$21,040,188

University Initiatives

$130,714,375

$60,447,134

$54,797,402

$245,958,911

$16,251,097

$558,027,610

$248,530,175

$181,104,907

$987,662,693

$60,048,942

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, 2018: $987,662,693 # 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

18

120 %

$57,569,788

6%

$3,198,322

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

80

116

145 %

$167,105,889

17 %

$1,440,568

$500,000 - $999,999

125

174

139 %

$112,219,746

11 %

$644,941

$250,000 - $499,999

270

354

131 %

$119,800,962

12 %

$338,421

$100,000 - $249,999

560

775

138 %

$113,491,921

11 %

$146,441

$50,000 - $99,999

800

1,115

139 %

$72,007,223

7%

$64,580

$25,000 - $49,999

1,300

1,682

129 %

$54,201,339

5%

$32,224

Less than $25,000

N/A

419,797

N/A

$195,608,764

20 %

$466

$10,000,000 and more

GRAND TOTAL

424,044

Note: 44% of campaign total from 321 transactions of $500,000 and greater

$987,662,693

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - February 28, 2018: $987,662,693 $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 - February 28, 2018: $3,991,103

Campus

University Initiatives

Donors

Gifts

6,083

$3,991,103


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - February 28, 2018: $3,991,103

Alumni 59.6% Corporations 5.0% Foundations 11.7% Friends 14.5% Other Organizations 9.2% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - February 28, 2018: 6,083

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 - February 28, 2018: $60,048,942 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $12,000,000

$29,100,000

$25,350,000 $22,757,658

Actual Goal

$25,550,000

$21,040,188 $16,251,097

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

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2017 - February 28, 2018: $1,285,112 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$203,430

449

505

$0

0

0

$203,430

449

505

Main Campus

$457,991

1,102

1,367

$0

0

0

$457,991

1,102

1,367

University Initiatives

$576,149

450

730

$47,543

369

385

$623,691

810

1,115

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,237,570

$47,543

$1,285,112

Total # of Unique Donors *

1,930

369

2,272

Total # of Unique Transactions **

2,600

385

2,985

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 - February 28, 2018: $1,285,112

Development Initiated 42.2% Direct Mail 39.7% EMail 10.8% Other 0.0% TeleMarketing 7.3% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - February 28, 2018: 2,272

Development Initiated 11.6% Direct Mail 46.1% EMail 12.2% Other 0.1% TeleMarketing 30.0% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - February 28, 2018: 2,985

Development Initiated 17.6% Direct Mail 44.9% EMail 11.8% Other 0.1% TeleMarketing 25.6% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - February 28, 2018: $502,781,826 $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 - February 28, 2018: $502,781,826 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

$14,956,427

$13,267,474

$11,287,299

$39,511,199

FY12-13

$14,807,417

$15,644,371

$10,124,064

$40,575,852

FY13-14

$18,168,657

$22,041,480

$10,597,346

$50,807,483

FY14-15

$14,866,845

$21,343,367

$12,484,376

$48,694,588

FY15-16

$14,578,079

$15,274,416

$11,763,678

$41,616,173

FY16-17

$32,618,749

$20,944,684

$11,416,875

$64,980,308

FY17-18

$9,405,380

$8,636,261

$7,432,706

$25,474,346

$179,486,928

$187,185,176

$136,109,723

$502,781,826

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2017 - February 28, 2018: $25,474,346 Source

Progress

Corporations

$9,405,380

Foundations

$8,636,261

Other Organizations

$7,432,706

Current FY Total

$25,474,346

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

72.8%

Percent of Days into Fiscal Year

66.3%

Total Number of Gifts

2,795


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