UNM Foundation Executive Campaign Reports: July 2014

Page 1

Campaign Progress Report July 1, 2006 - July 31, 2014: $669,750,340 $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

$669,750,340


Campaign Progress - Opportunity Areas July 1, 2006 - July 31, 2014: $669,750,340 Campaign Progress

Campus Campus Programs Capital Projects and Facilities Faculty Support & Research Student Success & Opportunity Unrestricted

GRAND TOTAL

$409,504,626 $33,566,375 $127,121,130 $96,418,374 $3,139,835

$669,750,340


Campaign Progress - Analysis by Purpose July 1, 2006 - July 31, 2014: $669,750,340 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - July 31, 2014: $669,750,340 Other Organizations 18% Alumni and Friends 40%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - July 31, 2014: $270,689,821 $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

14 15 FY

13 14 FY

12 13 FY

11 12 FY

10 11 FY

09 10 FY

08 09 FY

07 08 FY

FY

06 07

$0


Campaign Progress - Analysis by Source (Organizations) July 1, 2006 - July 31, 2014: $399,060,520 $60,000,000 $50,000,000 $40,000,000 Other Organizations Foundations Corporations

$30,000,000 $20,000,000 $10,000,000

14 15 FY

13 14 FY

12 13 FY

11 12 FY

10 11 FY

09 10 FY

08 09 FY

07 08 FY

FY

06 07

$0


Campaign Progress - Executive Committee Leadership Report July 1, 2006 - July 31, 2014: $669,750,340 Campaign Progress

Campaign Goal

% of Goal

HSC

$231,017,640

$350,000,000

66 %

Main Campus

$272,812,469

$400,000,000

68 %

University Initiatives

$165,920,231

$250,000,000

66 %

GRAND TOTAL

$669,750,340

$1,000,000,000

67 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - July 31, 2014: $669,750,340

Campus

Gifts, 1 Pledges & Deferred

HSC

$170,338,954

$60,678,686

$231,017,640

$350,000,000

66%

Main Campus

$258,241,784

$14,570,685

$272,812,469

$400,000,000

68%

University Initiatives

$131,215,032

$34,705,199

$165,920,231

$250,000,000

66%

GRAND TOTAL

$559,795,770

$109,954,571

$669,750,340

$1,000,000,000

67 %

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 - July 31, 2014: $669,750,340

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY1415 to date

3

HSC

$119,979,111

$50,359,843

$60,678,686

$231,017,640

$5,485,026

Main Campus

$177,733,927

$80,507,857

$14,570,685

$272,812,469

$4,505,753

$97,324,676

$33,890,355

$34,705,199

$165,920,231

$1,309,936

$395,037,715

$164,758,055

$109,954,571

$669,750,340

$11,300,715

University Initiatives 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 - July 31, 2014: $669,750,340 # 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

8

80 %

$53,636,303

8%

$6,704,538

$2,500,000 - $4,999,999

15

12

80 %

$40,870,386

6%

$3,405,865

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

80

72

90 %

$99,580,718

15 %

$1,383,066

$500,000 - $999,999

125

119

95 %

$74,788,334

11 %

$628,473

$250,000 - $499,999

270

236

87 %

$78,809,577

12 %

$333,939

$100,000 - $249,999

560

506

90 %

$74,386,127

11 %

$147,008

$50,000 - $99,999

800

739

92 %

$48,067,194

7%

$65,044

$25,000 - $49,999

1,300

1,159

89 %

$37,683,256

6%

$32,514

Less than $25,000

N/A

305,066

N/A

$136,754,447

20 %

$448

$10,000,000 and more

GRAND TOTAL

307,919

Note: 44% of campaign total from 213 transactions of $500,000 and greater

$669,750,340

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - July 31, 2014: $669,750,340 $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


Unrestricted Giving Campaign Progress Report July 1, 2006 - July 31, 2014: $3,139,825

Campus

University Initiatives

Donors

Gifts

5,047

$3,139,825


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - July 31, 2014: $3,139,825

Alumni and Friends $2,264,460 Corporations $246,868 Foundations $383,149 Other Organizations $245,347 Total: $3,139,825


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - July 31, 2014: 5,047

Alumni and Friends 4843 Corporations 113 Foundations 41 Other Organizations 50 Total: 5047


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - July 31, 2014: $11,300,715 $35,000,000

$32,350,000

$30,000,000 $24,175,000

$25,000,000

$23,475,000

$20,000,000 Actual Goal

$15,000,000 $10,000,000 $5,000,000

$5,485,026

$4,505,753 $1,309,936

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - July 31, 2014: $38,775 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$22,133

390

401

$0

0

0

$22,133

390

401

$5,530

31

31

$0

0

0

$5,530

31

31

University Initiatives

$10,232

51

54

$880

10

10

$11,112

61

64

Grand Total

$37,895

$880

$38,775

Total # of Unique Donors *

470

10

480

Total # of Unique Transactions **

486

10

496

Main Campus

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

* 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 - July 31, 2014: $38,775

Development Initiated $22,354 Direct Mail $3,595 EMail $3,355 Other $420 Radiothon $7,335 TeleMarketing $1,715 Total: $38,775


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - July 31, 2014: 480

Development Initiated 7.3% Direct Mail 6.2% EMail 5.8% Other 2.9% Radiothon 74.6% TeleMarketing 3.1% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - July 31, 2014: 496

Development Initiated 8.1% Direct Mail 6.0% EMail 5.8% Other 3.8% Radiothon 73.2% TeleMarketing 3.0% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - July 31, 2014: $331,835,174 $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 - July 31, 2014: $331,835,174 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

$12,568,089

$13,729,653

$10,010,824

$36,308,566

FY10-11

$17,474,952

$12,977,616

$8,557,171

$39,009,739

FY11-12

$13,091,797

$17,468,468

$8,665,963

$39,226,228

FY12-13

$15,742,995

$16,902,219

$8,039,822

$40,685,035

FY13-14

$22,156,425

$20,438,570

$8,246,753

$50,841,749

FY14-15

$6,797,840

$1,309,156

$1,069,911

$9,176,907

$127,922,148

$126,833,546

$77,079,480

$331,835,174

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - July 31, 2014: $9,177,007 Source

Progress

Corporations and Corporate Foundations

$1,309,256

Foundations and Family Foundations

$6,797,840

Other Organizations

$1,069,911

Current FY Total

$9,177,007

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

$32,000,000 28.7% 8.2% 349


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.