UNM Foundation Executive Campaign Reports: January 2015

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Campaign Progress Report July 1, 2006 - January 31, 2015: $713,731,390 $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

$713,731,390


Campaign Progress - Opportunity Areas July 1, 2006 - January 31, 2015: $713,731,390 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$431,200,944 $40,138,326

Faculty Support & Research

$133,520,898

Student Success & Opportunity

$105,623,296

Unrestricted

GRAND TOTAL

$3,247,927

$713,731,390


Campaign Progress - Analysis by Purpose July 1, 2006 - January 31, 2015: $713,731,390 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - January 31, 2015: $713,731,390 Other Organizations

18% Alumni and Friends 39%

Foundations 20%

Corporations 22%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - January 31, 2015: $281,710,852 $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 - January 31, 2015: $432,020,538 $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 - January 31, 2015: $713,731,390 Campaign Progress

Campaign Goal

% of Goal

HSC

$243,084,752

$350,000,000

69 %

Main Campus

$289,805,675

$400,000,000

72 %

University Initiatives

$180,840,963

$250,000,000

72 %

GRAND TOTAL

$713,731,390

$1,000,000,000

71 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - January 31, 2015: $713,731,390

Campus

Gifts, 1 Pledges & Deferred

HSC

$178,086,066

$64,998,686

$243,084,752

$350,000,000

69%

Main Campus

$274,577,579

$15,228,097

$289,805,675

$400,000,000

72%

University Initiatives

$141,773,405

$39,067,558

$180,840,963

$250,000,000

72%

GRAND TOTAL

$594,437,049

$119,294,341

$713,731,390

$1,000,000,000

71 %

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 - January 31, 2015: $713,731,390

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1415 to date

3

Private Grants

HSC

$125,662,258

$52,423,808

$64,998,686

$243,084,752

$17,552,137

Main Campus

$193,626,894

$80,950,685

$15,228,097

$289,805,675

$21,498,960

University Initiatives

$104,742,983

$37,030,422

$39,067,558

$180,840,963

$16,230,668

$424,032,134

$170,404,915

$119,294,341

$713,731,390

$55,281,765

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 - January 31, 2015: $713,731,390 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

4%

$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

12

80 %

$40,870,386

6%

$3,405,865

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

80

79

99 %

$109,466,904

15 %

$1,385,657

$500,000 - $999,999

125

126

101 %

$79,465,446

11 %

$630,678

$250,000 - $499,999

270

253

94 %

$84,807,425

12 %

$335,207

$100,000 - $249,999

560

539

96 %

$79,054,011

11 %

$146,668

$50,000 - $99,999

800

791

99 %

$51,322,520

7%

$64,883

$25,000 - $49,999

1,300

1,231

95 %

$39,919,910

6%

$32,429

Less than $25,000

N/A

321,391

N/A

$145,014,486

20 %

$451

$10,000,000 and more

GRAND TOTAL

324,433

Note: 44% of campaign total from 228 transactions of $500,000 and greater

$713,731,390

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - January 31, 2015: $713,731,390 $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 - January 31, 2015: $3,247,927

Campus

University Initiatives

Donors

Gifts

5,303

$3,247,927


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - January 31, 2015: $3,247,927

Alumni and Friends $2,350,022 Corporations $242,035 Foundations $385,062 Other Organizations $270,807 Total: $3,247,927


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - January 31, 2015: 5,303

Alumni and Friends 5085 Corporations 119 Foundations 42 Other Organizations 57 Total: 5303


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - January 31, 2015: $55,281,765 $35,000,000 $30,000,000 $25,000,000 $20,000,000 Actual Goal

$32,350,000

$15,000,000

$23,475,000

$24,175,000

$10,000,000

$21,498,960 $17,552,137

$16,230,668

$5,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - January 31, 2015: $2,631,902 Restricted

Total

Unrestricted

Amount

Donors

# of Gifts

$1,334,810

1,012

2,875

$0

0

0

$1,334,810

1,012

2,875

Main Campus

$269,172

1,279

1,409

$0

0

0

$269,172

1,279

1,409

University Initiatives

$958,568

579

806

$69,351

596

619

$1,027,920

1,153

1,425

Campus

Health Sciences Center

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$2,562,551

$69,351

$2,631,902

Total # of Unique Donors *

2,792

596

3,315

Total # of Unique Transactions **

5,086

619

5,704

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 - January 31, 2015: $2,631,902

Development Initiated $2,042,938 Direct Mail $211,330 EMail $110,622 Other $27,093 Radiothon $43,560 TeleMarketing $196,359 Total: $2,631,902


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - January 31, 2015: 3,315

Development Initiated 10.6% Direct Mail 31.5% EMail 11.6% Other 1.9% Radiothon 11.0% TeleMarketing 33.3% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - January 31, 2015: 5,704

Development Initiated 10.4% Direct Mail 20.8% EMail 7.7% Other 3.0% Radiothon 36.3% TeleMarketing 21.8% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - January 31, 2015: $354,177,112 $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 - January 31, 2015: $354,177,112 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

$17,488,468

$8,665,963

$39,356,109

FY12-13

$15,717,995

$16,927,219

$8,039,822

$40,685,035

FY13-14

$22,220,425

$20,464,495

$8,246,037

$50,930,958

FY14-15

$14,230,448

$9,934,369

$7,134,939

$31,299,756

$135,443,636

$135,589,683

$83,143,792

$354,177,112

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - January 31, 2015: $31,300,081 Source

Progress

Corporations and Corporate Foundations

$9,934,694

Foundations and Family Foundations

$14,230,448

Other Organizations

$7,134,939

Current FY Total

$31,300,081

Current Fiscal Year Goal

$32,000,000

Progress to Current Fiscal Year Goal

97.8%

Percent of Days into Fiscal Year

58.6%

Total Number of Gifts

2,600


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