UNM Foundation Executive Campaign Reports: January 2018

Page 1

Campaign Progress Report July 1, 2006 - January 31, 2018: $983,978,049 $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

$983,978,049


Campaign Progress - Opportunity Areas July 1, 2006 - January 31, 2018: $983,978,049 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$569,024,210 $53,226,265

Faculty Support & Research

$191,042,502

Student Success & Opportunity

$166,275,522

Unrestricted

GRAND TOTAL

$4,409,550

$983,978,049


Campaign Progress - Analysis by Purpose July 1, 2006 - January 31, 2018: $983,978,049 Endowment 13.7%

Capital 0.4%

Deferred 18.9%

Current 67.0%


Campaign Progress - Analysis by Source July 1, 2006 - January 31, 2018: $983,978,049 Other Organizations

Alumni 20%

22%

Corporations 20%

Friends 20%

Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - January 31, 2018: $390,489,820 $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 - January 31, 2018: $593,488,229 $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 - January 31, 2018: $983,978,049 Campaign Progress

Campaign Goal

% of Goal

HSC

$337,180,338

$350,000,000

96 %

Main Campus

$402,652,811

$400,000,000

101 %

University Initiatives

$244,144,900

$250,000,000

98 %

GRAND TOTAL

$983,978,049

$1,000,000,000

98 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - January 31, 2018: $983,978,049

Campus

Gifts, 1 Pledges & Deferred

HSC

$237,532,806

$99,647,533

$337,180,338

$350,000,000

96%

Main Campus

$376,730,148

$25,922,663

$402,652,811

$400,000,000

101%

University Initiatives

$190,682,092

$53,462,808

$244,144,900

$250,000,000

98%

GRAND TOTAL

$804,945,046

$179,033,003

$983,978,049

$1,000,000,000

98 %

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, 2018: $983,978,049

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$159,204,926

$78,327,880

$99,647,533

$337,180,338

$21,589,771

Main Campus

$267,087,213

$109,642,935

$25,922,663

$402,652,811

$20,337,442

University Initiatives

$130,295,892

$60,386,200

$53,462,808

$244,144,900

$14,437,085

$556,588,031

$248,357,015

$179,033,003

$983,978,049

$56,364,298

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, 2018: $983,978,049 # 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

173

138 %

$111,314,602

11 %

$643,437

$250,000 - $499,999

270

351

130 %

$118,872,025

12 %

$338,667

$100,000 - $249,999

560

772

138 %

$112,964,004

11 %

$146,326

$50,000 - $99,999

800

1,110

139 %

$71,715,208

7%

$64,608

$25,000 - $49,999

1,300

1,676

129 %

$53,978,640

5%

$32,207

Less than $25,000

N/A

416,791

N/A

$194,800,832

20 %

$467

$10,000,000 and more

GRAND TOTAL

421,020

Note: 44% of campaign total from 320 transactions of $500,000 and greater

$983,978,049

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - January 31, 2018: $983,978,049 $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 - January 31, 2018: $3,984,550

Campus

University Initiatives

Donors

Gifts

6,075

$3,984,550


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - January 31, 2018: $3,984,550

Alumni 59.5% Corporations 4.9% Foundations 11.7% Friends 14.6% Other Organizations 9.2% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - January 31, 2018: 6,075

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 - January 31, 2018: $56,364,298 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $12,000,000

$29,100,000

$25,350,000 $21,589,771

Actual Goal

$25,550,000

$20,337,442

$8,000,000

$14,437,085

$4,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2017 - January 31, 2018: $1,214,738 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$194,329

416

458

$0

0

0

$194,329

416

458

Main Campus

$431,476

1,023

1,234

$0

0

0

$431,476

1,023

1,234

University Initiatives

$543,816

424

674

$45,118

348

360

$588,934

765

1,034

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,169,620

$45,118

$1,214,738

Total # of Unique Donors *

1,800

348

2,128

Total # of Unique Transactions **

2,364

360

2,724

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 - January 31, 2018: $1,214,738

Development Initiated 41.7% Direct Mail 40.6% EMail 10.6% Other 0.0% TeleMarketing 7.1% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - January 31, 2018: 2,128

Development Initiated 11.9% Direct Mail 46.1% EMail 11.6% Other 0.1% TeleMarketing 30.3% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - January 31, 2018: 2,724

Development Initiated 17.9% Direct Mail 45.2% EMail 11.2% Other 0.1% TeleMarketing 25.7% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - January 31, 2018: $502,404,965 $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 - January 31, 2018: $502,404,965 Corporations

Foundations

Other Organizations

Total

FY06-07

$12,112,871

$16,323,113

$13,252,127

$41,688,111

FY07-08

$11,633,146

$10,574,520

$12,090,345

$34,298,010

FY08-09

$14,902,474

$13,128,024

$11,864,339

$39,894,837

FY09-10

$10,724,115

$13,080,191

$12,415,048

$36,219,354

FY10-11

$10,767,599

$16,927,275

$11,326,691

$39,021,565

FY11-12

$14,959,133

$13,267,474

$11,285,867

$39,512,474

FY12-13

$14,832,143

$15,644,371

$10,101,587

$40,578,102

FY13-14

$18,172,307

$22,042,855

$10,628,946

$50,844,108

FY14-15

$14,884,369

$21,345,567

$12,515,376

$48,745,312

FY15-16

$14,595,603

$15,275,516

$11,763,678

$41,634,797

FY16-17

$32,621,149

$20,945,784

$11,416,875

$64,983,808

FY17-18

$11,457,826

$7,579,529

$5,947,132

$24,984,487

$181,662,734

$186,134,219

$134,608,012

$502,404,965

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2017 - January 31, 2018: $24,984,487 Source

Progress

Corporations

$11,457,826

Foundations

$7,579,529

Other Organizations

$5,947,132

Current FY Total

$24,984,487

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

71.4%

Percent of Days into Fiscal Year

58.6%

Total Number of Gifts

2,452


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