UNM Foundation Executive Campaign Reports: March 2018

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Campaign Progress Report July 1, 2006 - March 31, 2018: $997,013,788 $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

$997,013,788


Campaign Progress - Opportunity Areas July 1, 2006 - March 31, 2018: $997,013,788 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$576,733,545 $55,125,260

Faculty Support & Research

$192,670,374

Student Success & Opportunity

$168,063,107

Unrestricted

GRAND TOTAL

$4,421,502

$997,013,788


Campaign Progress - Analysis by Purpose July 1, 2006 - March 31, 2018: $997,013,788 Endowment 13.6%

Capital 0.4%

Deferred 18.8%

Current 67.1%


Campaign Progress - Analysis by Source July 1, 2006 - March 31, 2018: $997,013,788 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 20%

Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - March 31, 2018: $398,876,900 $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 - March 31, 2018: $598,136,888 $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 - March 31, 2018: $997,013,788 Campaign Progress

Campaign Goal

% of Goal

HSC

$338,265,568

$350,000,000

97 %

Main Campus

$410,485,493

$400,000,000

103 %

University Initiatives

$248,262,727

$250,000,000

99 %

GRAND TOTAL

$997,013,788

$1,000,000,000

100 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - March 31, 2018: $997,013,788

Campus

Gifts, 1 Pledges & Deferred

HSC

$237,681,860

$100,583,709

$338,265,568

$350,000,000

97%

Main Campus

$383,621,745

$26,863,748

$410,485,493

$400,000,000

103%

University Initiatives

$193,367,211

$54,895,516

$248,262,727

$250,000,000

99%

GRAND TOTAL

$814,670,816

$182,342,972

$997,013,788

$1,000,000,000

100 %

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, 2018: $997,013,788

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$160,903,848

$76,778,012

$100,583,709

$338,265,568

$22,675,001

Main Campus

$268,984,863

$114,636,882

$26,863,748

$410,485,493

$28,170,125

University Initiatives

$131,565,068

$61,802,143

$54,895,516

$248,262,727

$18,554,912

$561,453,779

$253,217,037

$182,342,972

$997,013,788

$69,400,038

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, 2018: $997,013,788 # 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

117

146 %

$168,605,889

17 %

$1,441,076

$500,000 - $999,999

125

178

142 %

$115,034,816

12 %

$646,263

$250,000 - $499,999

270

360

133 %

$121,831,063

12 %

$338,420

$100,000 - $249,999

560

781

139 %

$114,516,335

11 %

$146,628

$50,000 - $99,999

800

1,127

141 %

$72,730,607

7%

$64,535

$25,000 - $49,999

1,300

1,692

130 %

$54,543,399

5%

$32,236

Less than $25,000

N/A

422,176

N/A

$196,524,830

20 %

$466

$10,000,000 and more

GRAND TOTAL

426,462

Note: 44% of campaign total from 326 transactions of $500,000 and greater

$997,013,788

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - March 31, 2018: $997,013,788 $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 - March 31, 2018: $3,996,502

Campus

University Initiatives

Donors

Gifts

6,094

$3,996,502


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - March 31, 2018: $3,996,502

Alumni 59.6% Corporations 5.0% Foundations 11.7% Friends 14.5% Other Organizations 9.2% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - March 31, 2018: 6,094

Alumni 85.7% 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 - March 31, 2018: $69,400,038 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $12,000,000

$25,350,000

$28,170,125

Actual Goal

$29,100,000

$25,550,000

$22,675,001 $18,554,912

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

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2017 - March 31, 2018: $1,348,523 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$213,179

486

554

$0

0

0

$213,179

486

554

Main Campus

$476,081

1,171

1,512

$0

0

0

$476,081

1,171

1,512

University Initiatives

$607,150

477

802

$52,113

396

433

$659,263

859

1,235

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,296,411

$52,113

$1,348,523

Total # of Unique Donors *

2,059

396

2,415

Total # of Unique Transactions **

2,866

433

3,299

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 - March 31, 2018: $1,348,523

Development Initiated 42.3% Direct Mail 39.3% EMail 10.5% Other 0.0% TeleMarketing 7.9% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - March 31, 2018: 2,415

Development Initiated 11.4% Direct Mail 46.0% EMail 11.9% Other 0.1% TeleMarketing 30.6% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - March 31, 2018: 3,299

Development Initiated 17.5% Direct Mail 43.8% EMail 11.6% Other 0.1% TeleMarketing 27.0% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - March 31, 2018: $506,179,904 $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 - March 31, 2018: $506,179,904 Corporations

Foundations

Other Organizations

Total

FY06-07

$12,110,409

$16,323,113

$13,254,590

$41,688,111

FY07-08

$11,631,146

$10,574,520

$12,092,345

$34,298,010

FY08-09

$14,894,474

$13,128,024

$11,872,339

$39,894,837

FY09-10

$10,724,136

$13,080,191

$12,415,048

$36,219,375

FY10-11

$10,724,974

$16,927,275

$11,369,058

$39,021,307

FY11-12

$14,956,427

$13,267,474

$11,287,303

$39,511,203

FY12-13

$14,807,417

$15,644,371

$10,124,064

$40,575,852

FY13-14

$18,168,657

$22,041,480

$10,597,346

$50,807,483

FY14-15

$14,867,955

$21,343,367

$12,484,376

$48,695,698

FY15-16

$14,555,429

$15,296,916

$11,763,488

$41,615,832

FY16-17

$32,596,359

$20,967,184

$11,416,875

$64,980,418

FY17-18

$9,787,837

$10,292,008

$8,791,932

$28,871,778

$179,825,217

$188,885,923

$137,468,763

$506,179,904

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2017 - March 31, 2018: $28,871,778 Source

Progress

Corporations

$9,787,837

Foundations

$10,292,008

Other Organizations

$8,791,932

Current FY Total

$28,871,778

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

82.5%

Percent of Days into Fiscal Year

74.8%

Total Number of Gifts

3,146


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