UNM Foundation Executive Campaign Reports: March 2015

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Campaign Progress Report July 1, 2006 - March 31, 2015: $725,797,008 $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

$725,797,008


Campaign Progress - Opportunity Areas July 1, 2006 - March 31, 2015: $725,797,008 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$435,312,412 $40,150,532

Faculty Support & Research

$136,720,776

Student Success & Opportunity

$110,343,575

Unrestricted

GRAND TOTAL

$3,269,713

$725,797,008


Campaign Progress - Analysis by Purpose July 1, 2006 - March 31, 2015: $725,797,008 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - March 31, 2015: $725,797,008 Other Organizations

19% Alumni and Friends 40%

Foundations 19%

Corporations 23%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - March 31, 2015: $288,185,756 $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 - March 31, 2015: $437,611,252 $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 - March 31, 2015: $725,797,008 Campaign Progress

Campaign Goal

% of Goal

HSC

$245,369,092

$350,000,000

70 %

Main Campus

$294,215,036

$400,000,000

74 %

University Initiatives

$186,212,880

$250,000,000

74 %

GRAND TOTAL

$725,797,008

$1,000,000,000

73 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - March 31, 2015: $725,797,008

Campus

Gifts, 1 Pledges & Deferred

HSC

$179,263,054

$66,106,037

$245,369,092

$350,000,000

70%

Main Campus

$278,856,012

$15,359,025

$294,215,036

$400,000,000

74%

University Initiatives

$146,862,242

$39,350,639

$186,212,880

$250,000,000

74%

GRAND TOTAL

$604,981,308

$120,815,701

$725,797,008

$1,000,000,000

73 %

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 - March 31, 2015: $725,797,008

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1415 to date

3

Private Grants

HSC

$126,520,152

$52,742,903

$66,106,037

$245,369,092

$19,836,477

Main Campus

$195,171,156

$83,684,856

$15,359,025

$294,215,036

$25,908,320

University Initiatives

$105,810,363

$41,051,879

$39,350,639

$186,212,880

$21,602,586

$427,501,670

$177,479,638

$120,815,701

$725,797,008

$67,347,383

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 - March 31, 2015: $725,797,008 # 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

9

90 %

$58,636,303

8%

$6,515,145

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

15

13

87 %

$43,370,386

6%

$3,336,184

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

80

80

100 %

$111,766,904

15 %

$1,397,086

$500,000 - $999,999

125

129

103 %

$81,687,496

11 %

$633,236

$250,000 - $499,999

270

254

94 %

$85,251,081

12 %

$335,634

$100,000 - $249,999

560

548

98 %

$80,181,904

11 %

$146,317

$50,000 - $99,999

800

803

100 %

$52,048,363

7%

$64,817

$25,000 - $49,999

1,300

1,249

96 %

$40,475,456

6%

$32,406

Less than $25,000

N/A

327,551

N/A

$147,205,117

20 %

$449

$10,000,000 and more

GRAND TOTAL

330,638

Note: 44% of campaign total from 233 transactions of $500,000 and greater

$725,797,008

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - March 31, 2015: $725,797,008 $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 - March 31, 2015: $3,269,713

Campus

University Initiatives

Donors

Gifts

5,359

$3,269,713


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - March 31, 2015: $3,269,713

Alumni and Friends 72.3% Corporations 7.4% Foundations 11.8% Other Organizations 8.4% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - March 31, 2015: 5,359

Alumni and Friends 95.9% Corporations 2.2% Foundations 0.8% Other Organizations 1.1% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - March 31, 2015: $67,347,383 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000 $24,175,000

$10,000,000

Actual Goal

$32,350,000 $25,908,320

$23,475,000 $21,602,586

$19,836,477

$5,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - March 31, 2015: $2,982,531 Restricted

Total

Unrestricted

Amount

Donors

# of Gifts

$1,613,518

2,250

4,841

$0

0

0

$1,613,518

2,250

4,841

Main Campus

$291,460

1,450

1,628

$0

0

0

$291,460

1,450

1,628

University Initiatives

$993,561

642

927

$83,991

729

761

$1,077,553

1,343

1,688

Campus

Health Sciences Center

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$2,898,540

$83,991

$2,982,531

Total # of Unique Donors *

4,248

729

4,876

Total # of Unique Transactions **

7,392

761

8,152

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 - March 31, 2015: $2,982,531

Development Initiated $2,218,524 Direct Mail $234,351 EMail $117,001 Other $46,723 Radiothon $137,402 TeleMarketing $228,530 Total: $2,982,531


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - March 31, 2015: 4,876

Development Initiated 8.5% Direct Mail 24.5% EMail 8.8% Other 2.3% Radiothon 29.2% TeleMarketing 26.8% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - March 31, 2015: 8,152

Development Initiated 9.1% Direct Mail 16.6% EMail 5.9% Other 3.1% Radiothon 46.6% TeleMarketing 18.7% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - March 31, 2015: $357,847,258 $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 - March 31, 2015: $357,847,258 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,156,919

$13,936,930

$11,798,257

$41,892,106

FY07-08

$10,698,440

$13,195,205

$10,810,757

$34,704,402

FY08-09

$13,212,091

$16,898,628

$9,879,722

$39,990,440

FY09-10

$12,218,441

$14,079,301

$10,010,824

$36,308,566

FY10-11

$17,231,600

$13,220,968

$8,557,171

$39,009,739

FY11-12

$12,332,252

$18,357,943

$8,665,963

$39,356,159

FY12-13

$15,667,995

$16,981,287

$8,039,822

$40,689,103

FY13-14

$14,315,458

$28,369,462

$8,246,037

$50,930,958

FY14-15

$15,589,172

$10,872,157

$8,504,455

$34,965,784

$127,422,368

$145,911,882

$84,513,008

$357,847,258

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - March 31, 2015: $34,966,109 Source

Progress

Corporations and Corporate Foundations

$10,872,482

Foundations and Family Foundations

$15,589,172

Other Organizations

$8,504,455

Current FY Total

$34,966,109

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

$32,000,000 109.3% 74.8% 3,375


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