UNM Foundation Executive Campaign Reports: July 2017

Campaign Progress Report July 1, 2006 - July 31, 2017: $936,511,152 $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

$936,511,152

Campaign Progress - Opportunity Areas July 1, 2006 - July 31, 2017: $936,511,152 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$550,049,946 $51,231,389

Faculty Support & Research

$179,121,623

Student Success & Opportunity

$152,205,259

Unrestricted

GRAND TOTAL

$3,902,934

$936,511,152

Campaign Progress - Analysis by Purpose July 1, 2006 - July 31, 2017: $936,511,152 Endowment 12.9%

Capital 0.4%

Deferred 18.7%

Current 67.9%

Campaign Progress - Analysis by Source July 1, 2006 - July 31, 2017: $936,511,152 Other Organizations

Alumni 19%

22%

Corporations 20%

Friends 20%

Foundations 19%

Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - July 31, 2017: $369,989,507 $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 - July 31, 2017: $566,521,644 $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 - July 31, 2017: $936,511,152 Campaign Progress

Campaign Goal

% of Goal

HSC

$316,723,377

$350,000,000

90 %

Main Campus

$387,732,422

$400,000,000

97 %

University Initiatives

$232,055,353

$250,000,000

93 %

GRAND TOTAL

$936,511,152

$1,000,000,000

94 %

Campus

Campaign Progress - University Leadership Report July 1, 2006 - July 31, 2017: $936,511,152

Campus

Gifts, 1 Pledges & Deferred

HSC

$223,480,719

$93,242,658

$316,723,377

$350,000,000

90%

Main Campus

$363,215,871

$24,516,551

$387,732,422

$400,000,000

97%

University Initiatives

$181,087,981

$50,967,372

$232,055,353

$250,000,000

93%

GRAND TOTAL

$767,784,570

$168,726,581

$936,511,152

$1,000,000,000

94 %

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, 2017: $936,511,152

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$154,039,715

$69,441,004

$93,242,658

$316,723,377

$1,132,809

Main Campus

$256,782,703

$106,433,168

$24,516,551

$387,732,422

$5,422,054

University Initiatives

$126,032,373

$55,055,607

$50,967,372

$232,055,353

$2,342,538

$536,854,792

$230,929,779

$168,726,581

$936,511,152

$8,897,401

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, 2017: $936,511,152 # 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

8%

$6,407,551

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

15

16

107 %

$52,310,386

6%

$3,269,399

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

80

111

139 %

$158,835,139

17 %

$1,430,947

$500,000 - $999,999

125

163

130 %

$105,035,823

11 %

$644,392

$250,000 - $499,999

270

331

123 %

$112,093,748

12 %

$338,652

$100,000 - $249,999

560

731

131 %

$106,766,443

11 %

$146,055

$50,000 - $99,999

800

1,040

130 %

$67,380,573

7%

$64,789

$25,000 - $49,999

1,300

1,607

124 %

$51,793,386

6%

$32,230

Less than $25,000

N/A

402,153

N/A

$186,638,592

20 %

$464

$10,000,000 and more

GRAND TOTAL

406,165

Note: 44% of campaign total from 303 transactions of $500,000 and greater

$936,511,152

$ Gifts as % of Total

Average Actual Gift $

Campaign Progress - Actual vs. Goal July 1, 2006 - July 31, 2017: $936,511,152 $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 - July 31, 2017: $3,897,934

Campus

University Initiatives

Donors

Gifts

5,980

$3,897,934

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - July 31, 2017: $3,897,934

Alumni and Friends 74.0% Corporations 5.0% Foundations 12.0% Other Organizations 9.0% Total: 100.0%

Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - July 31, 2017: 5,980

Alumni and Friends 95.1% Corporations 2.8% Foundations 0.3% Other Organizations 1.8% Total: 100.0%

Fiscal Year Progress - Actual vs. Goal July 1, 2017 - July 31, 2017: $8,897,401 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

$29,100,000

$25,350,000

$12,000,000

Actual Goal

$25,550,000

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

$5,422,054 $1,132,809

HSC

Main Campus

$2,342,538

University Initiatives

Fiscal Year Progress - Annual Giving July 1, 2017 - July 31, 2017: $41,503 Restricted

Total

Unrestricted

Amount

Donors

# of Gifts

Health Sciences Center

$1,520

7

7

$0

0

0

$1,520

7

7

Main Campus

$6,256

23

23

$0

0

0

$6,256

23

23

University Initiatives

$32,787

38

40

$940

15

15

$33,727

53

55

Grand Total

$40,563

$940

$41,503

Total # of Unique Donors *

68

15

83

Total # of Unique Transactions **

70

15

85

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, 2017 - July 31, 2017: $41,503

Development Initiated 75.3% Direct Mail 16.8% EMail 3.6% TeleMarketing 4.3% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - July 31, 2017: 83

Development Initiated 39.8% Direct Mail 27.7% EMail 12.0% TeleMarketing 20.5% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - July 31, 2017: 85

Development Initiated 41.2% Direct Mail 27.1% EMail 11.8% TeleMarketing 20.0% Total: 100.0%

Campaign Progress - Corporate and Foundation Activity July 1, 2006 - July 31, 2017: $479,392,654 $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 - July 31, 2017: $479,392,654 Corporations

Foundations

Other Organizations

Total

FY06-07

$12,115,409

$16,323,113

$13,254,590

$41,693,111

FY07-08

$11,633,646

$10,574,520

$12,092,345

$34,300,510

FY08-09

$14,894,474

$13,128,024

$11,872,339

$39,894,837

FY09-10

$10,724,415

$13,080,191

$12,415,198

$36,219,804

FY10-11

$10,726,232

$16,927,275

$11,369,058

$39,022,565

FY11-12

$14,957,702

$13,267,474

$11,287,299

$39,512,474

FY12-13

$14,810,592

$15,644,371

$10,124,939

$40,579,902

FY13-14

$18,173,069

$22,042,855

$10,628,946

$50,844,870

FY14-15

$14,884,177

$21,345,567

$12,515,376

$48,745,120

FY15-16

$14,598,353

$15,275,266

$11,763,678

$41,637,297

FY16-17

$32,622,625

$20,945,784

$11,417,696

$64,986,105

FY17-18

$378,319

$574,142

$1,003,597

$1,956,058

$170,519,012

$179,128,582

$129,745,059

$479,392,654

Total

Fiscal Year - Corporate and Foundation Activity July 1, 2017 - July 31, 2017: $1,956,058 Source

Progress

Corporations

$378,319

Foundations

$574,142

Other Organizations

$1,003,597

Current FY Total

$1,956,058

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

5.6%

Percent of Days into Fiscal Year

8.2%

Total Number of Gifts

187