UNM Foundation Executive Campaign Reports: June 2014

Page 1

Progress Report July 1, 2006 - June 30, 2014: $658,449,625 $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

$658,449,625


Campaign Opportunity Areas July 1, 2006 - June 30, 2014: $658,449,625

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

Grand Total

Campaign Progress $403,608,790 $33,221,514 $122,929,895 $95,641,053 $3,048,374

$658,449,625


Campaign Analysis by Purpose July 1, 2006 - June 30, 2014: $658,449,625 Endowment 14%

Capital 1%

Deferred 19%

Current 67%


Campaign Analysis by Source July 1, 2006 - June 30, 2014: $658,449,625 Other Organizations 18% Alumni and Friends 41% Foundations 20%

Corporations 21%


Executive Committee Leadership Report July 1, 2006 - June 30, 2014: $658,449,625

Campaign Goal

Campaign Progress

% of Goal

HSC

$350,000,000

$225,532,615

64 %

Main Campus

$400,000,000

$268,306,716

67 %

University Initiatives

$250,000,000

$164,610,295

66 %

Grand Total:

$1,000,000,000

$658,449,625

66 %

Campus


University Leadership Report July 1, 2006 - June 30, 2014: $658,449,625

Campus

Gifts, 1 Pledges & Deferred

HSC

$169,760,868

$55,771,746

$225,532,615

$350,000,000

64%

Main Campus

$255,126,360

$13,180,356

$268,306,716

$400,000,000

67%

University Initiatives

$129,910,911

$34,699,384

$164,610,295

$250,000,000

66%

Grand Total

$554,798,139

$103,651,486

$658,449,625

$1,000,000,000

66 %

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.


Campus Development Report July 1, 2006 - June 30, 2014: $658,449,625

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY13-14 to date

3

HSC

$119,401,159

$50,359,710

$55,771,746

$225,532,615

$27,190,985

Main Campus

$174,744,911

$80,381,449

$13,180,356

$268,306,716

$34,687,484

$96,393,069

$33,517,841

$34,699,384

$164,610,295

$25,752,050

$390,539,139

$164,259,000

$103,651,486

$658,449,625

$87,630,520

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 Table of Gifts July 1, 2006 - June 30, 2014: $658,449,625 $ Gifts as % of Total

Average Actual Gift $

# 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

69

86 %

$95,293,386

14 %

$1,381,064

$500,000 - $999,999

125

115

92 %

$71,833,148

11 %

$624,636

$250,000 - $499,999

270

232

86 %

$77,486,932

12 %

$333,995

$100,000 - $249,999

560

496

89 %

$73,008,650

11 %

$147,195

$50,000 - $99,999

800

736

92 %

$47,951,758

7%

$65,152

$25,000 - $49,999

1,300

1,155

89 %

$37,567,997

6%

$32,526

Less Than $25,000

N/A

302,781

$135,627,066

21 %

$448

$10,000,000 and up

Total:

305,606

Note: 44% of campaign total from 206 transactions of $500,000 and greater

% Goal Achieved

$ Gifts ACTUAL

# Gifts: GOAL

N/A

$658,449,625


Campaign Analysis: Actual vs. Goal July 1, 2006 - June 30, 2014: $658,449,625 $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 FY06-07

FY07-08

FY08-09

FY09-10

FY10-11

FY11-12

FY12-13

FY13-14


Fiscal Year Report - Actual vs. Goal Current Fiscal Year July 1, 2013 - June 30, 2014: $87,630,520 $35,000,000 $30,000,000 $25,000,000 $20,000,000 Actual Goal

$34,687,484

$15,000,000

$30,825,000 $27,190,985

$25,752,050

$23,675,000

$25,500,000

$10,000,000 $5,000,000 $0 HSC

Main Campus

University Initiatives


Annual Giving Progress Report FY13-14 July 1, 2013 - June 30, 2014: $3,417,022 Restricted Campus

6,933

$0

0

0

$2,030,686

2,610

6,933

1

3,058

$0

0

0

$543,360

2,444

3,058

1

1,105

$97,076

1

812

$842,976

1,434

1,915

1

Main Campus

$543,360

University Initiatives

$745,900

Total # of Unique Transactions **

Donors

Donors

$2,030,686

Total # of Unique Donors *

Amount

# of Gifts

Amount

Donors

Grand Total

# of Gifts

# of Gifts

Amount

HSC

Total

Unrestricted

$3,319,946

$97,076

$3,417,022

1

1

6,260

11,085

812

11,892

* 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.


Annual Giving FY 13-14 Analysis by Solicitation Source (Dollars) July 1, 2013 - June 30, 2014: $3,417,022

Development Initiated $570,403 Direct Mail $548,581 EMail $143,941 Other $1,714,016 Radiothon $161,255 TeleMarketing $278,825 Total: $3,417,022


Annual Giving FY13-14 Analysis by Solicitation Source (Donors) July 1, 2013 - June 30, 2014: 6,260

Development Initiated 4.9% Direct Mail 28.5% EMail 8.6% Other 4.4% Radiothon 22.7% TeleMarketing 30.9% Total: 100.0%


Annual Giving FY13-14 Analysis by Solicitation Source (Transactions) July 1, 2013 - June 30, 2014: 11,892

Development Initiated 5.4% Direct Mail 19.4% EMail 5.1% Other 4.5% Radiothon 45.4% TeleMarketing 20.3% Total: 100.0%


Corporate and Foundation Relations Campaign Progress July 1, 2006 - June 30, 2014: $322,942,271 $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 $0 FY06-07

FY07-08

FY08-09

FY09-10

FY10-11

FY11-12

FY12-13

FY13-14


Corporate and Foundation Relations Campaign Progress Details July 1, 2006 - June 30, 2014: $322,942,271 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

$9,882,752

$39,993,470

FY09-10

$12,562,175

$13,835,568

$10,007,794

$36,405,536

FY10-11

$17,474,952

$12,980,758

$8,557,171

$39,012,881

FY11-12

$13,091,797

$17,468,948

$8,665,840

$39,226,585

FY12-13

$15,902,995

$16,907,209

$8,039,652

$40,849,855

FY13-14

$22,156,425

$20,454,255

$8,246,753

$50,857,434

$121,278,394

$125,654,601

$76,009,276

$322,942,271

Total


Corporate and Foundation Relations FY13-14 Progress Current Fiscal Year July 1, 2013 - June 30, 2014: $50,857,434 Source

Campaign Progress

Corporations and Corporate Foundations

$20,454,255

Foundations and Family Foundations

$22,156,425

Other Organizations

$8,246,753

Current FY Total

$50,857,434

Current Fiscal Year Goal

$30,000,000

Progress to Current Fiscal Year Goal

169.5%

Percent of Days into Fiscal Year

100.0%

Total Number of Gifts

4,782


Unrestricted Giving Campaign Progress Report July 1, 2006 - June 30, 2014: $438,798

Campus University Initiatives

Donors

Gifts

774

$438,798


Unrestricted Campaign Giving Analysis by Source (Dollars) July 1, 2006 - June 30, 2014: $438,798

Phone 1.15%

Other 88.00%

EMail Mail 0.02% 7.86%

Online 2.96%


Unrestricted Campaign Giving Analysis by Source (Donors) July 1, 2006 - June 30, 2014: 774 Phone 5.8%

EMail 0.3%

Mail 44.2% Other 39.8%

Online 9.9%


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.