UNM Foundation Executive Campaign Reports: Feburary 2017

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Campaign Progress Report July 1, 2006 - February 28, 2017: $889,811,624 $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

$889,811,624


Campaign Progress - Opportunity Areas July 1, 2006 - February 28, 2017: $889,811,624 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$516,613,741 $50,496,872

Faculty Support & Research

$172,255,878

Student Success & Opportunity

$146,705,113

Unrestricted

GRAND TOTAL

$3,740,021

$889,811,624


Campaign Progress - Analysis by Purpose July 1, 2006 - February 28, 2017: $889,811,624 Endowment 13.2%

Capital 0.5%

Deferred 19.2%

Current 67.1%


Campaign Progress - Analysis by Source July 1, 2006 - February 28, 2017: $889,811,624 Other Organizations

19% Alumni and Friends 40%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - February 28, 2017: $358,804,531 $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 - February 28, 2017: $531,007,094 $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 - February 28, 2017: $889,811,624 Campaign Progress

Campaign Goal

% of Goal

HSC

$309,318,102

$350,000,000

88 %

Main Campus

$357,224,179

$400,000,000

89 %

University Initiatives

$223,269,344

$250,000,000

89 %

GRAND TOTAL

$889,811,624

$1,000,000,000

89 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - February 28, 2017: $889,811,624

Campus

Gifts, 1 Pledges & Deferred

HSC

$221,436,714

$87,881,388

$309,318,102

$350,000,000

88%

Main Campus

$335,346,997

$21,877,182

$357,224,179

$400,000,000

89%

University Initiatives

$174,414,014

$48,855,330

$223,269,344

$250,000,000

89%

GRAND TOTAL

$731,197,725

$158,613,899

$889,811,624

$1,000,000,000

89 %

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, 2017: $889,811,624

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1617 to date

3

Private Grants

HSC

$152,721,082

$68,715,632

$87,881,388

$309,318,102

$25,342,072

Main Campus

$232,017,275

$103,329,722

$21,877,182

$357,224,179

$17,145,739

University Initiatives

$122,087,377

$52,326,637

$48,855,330

$223,269,344

$11,139,994

$506,825,735

$224,371,990

$158,613,899

$889,811,624

$53,627,805

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, 2017: $889,811,624 # 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

105

131 %

$151,267,540

17 %

$1,440,643

$500,000 - $999,999

125

154

123 %

$99,573,647

11 %

$646,582

$250,000 - $499,999

270

319

118 %

$108,216,658

12 %

$339,237

$100,000 - $249,999

560

707

126 %

$103,169,517

12 %

$145,926

$50,000 - $99,999

800

1,005

126 %

$65,283,124

7%

$64,958

$25,000 - $49,999

1,300

1,528

118 %

$49,257,965

6%

$32,237

Less than $25,000

N/A

389,484

N/A

$179,862,486

20 %

$462

$10,000,000 and more

GRAND TOTAL

393,328

Note: 43% of campaign total from 285 transactions of $500,000 and greater

$889,811,624

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - February 28, 2017: $889,811,624 $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 - February 28, 2017: $3,735,021

Campus

University Initiatives

Donors

Gifts

5,895

$3,735,021


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - February 28, 2017: $3,735,021

Alumni and Friends 73.5% Corporations 7.2% Foundations 10.8% Other Organizations 8.5% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - February 28, 2017: 5,895

Alumni and Friends 95.2% Corporations 2.4% Foundations 0.8% Other Organizations 1.6% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2016 - February 28, 2017: $53,627,805 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $12,000,000

Actual Goal

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

$25,342,072

$23,850,000 $17,145,739

$8,000,000

$11,139,994

$4,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2016 - February 28, 2017: $1,057,639 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$167,893

254

299

$0

0

0

$167,893

254

299

Main Campus

$207,514

575

664

$0

0

0

$207,514

575

664

University Initiatives

$630,972

589

875

$51,260

489

536

$682,232

1,063

1,411

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,006,378

$51,260

$1,057,639

Total # of Unique Donors *

1,369

489

1,828

Total # of Unique Transactions **

1,837

536

2,373

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 - February 28, 2017: $1,057,639

Development Initiated 54.7% Direct Mail 23.6% EMail 8.0% Other 5.5% TeleMarketing 8.1% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2016 - February 28, 2017: 1,828

Development Initiated 20.1% Direct Mail 33.0% EMail 14.1% Other 0.6% TeleMarketing 32.2% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2016 - February 28, 2017: 2,373

Development Initiated 26.6% Direct Mail 29.1% EMail 13.1% Other 1.6% TeleMarketing 29.5% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - February 28, 2017: $455,003,873 $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


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - February 28, 2017: $455,003,873 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

$12,549,164

$13,779,877

$9,962,432

$36,291,473

FY10-11

$17,470,442

$13,017,973

$8,480,773

$38,969,188

FY11-12

$13,211,463

$17,583,452

$8,627,068

$39,421,983

FY12-13

$15,751,255

$16,964,097

$7,935,236

$40,650,588

FY13-14

$22,371,825

$20,432,349

$8,122,663

$50,926,836

FY14-15

$21,827,543

$17,282,914

$9,836,401

$48,946,858

FY15-16

$15,389,986

$16,997,296

$9,286,368

$41,673,651

FY16-17

$9,232,207

$26,683,138

$6,575,032

$42,490,376

$167,805,296

$186,186,060

$101,012,518

$455,003,873

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2016 - February 28, 2017: $42,490,376 Source

Progress

Corporations and Corporate Foundations

$26,683,138

Foundations and Family Foundations

$9,232,207

Other Organizations

$6,575,032

Current FY Total

$42,490,376

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

$35,000,000 121.4% 66.3% 2,668


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