UNM Foundation Executive Campaign Reports: May 2014

Page 1

Progress Report July 1, 2006 - May 31, 2014: $643,084,414 $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

$643,084,414


Campaign Opportunity Areas July 1, 2006 - May 31, 2014: $643,084,414

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

Grand Total

Campaign Progress $390,305,273 $33,129,510 $121,730,279 $94,890,746 $3,028,605

$643,084,414


Campaign Analysis by Purpose July 1, 2006 - May 31, 2014: $643,084,414 Endowment 14%

Capital 1%

Deferred 19%

Current 67%


Campaign Analysis by Source July 1, 2006 - May 31, 2014: $643,084,414 Other Organizations 18% Alumni and Friends 41% Foundations 19%

Corporations 22%


Executive Committee Leadership Report July 1, 2006 - May 31, 2014: $643,084,414

Campaign Goal

Campaign Progress

% of Goal

HSC

$350,000,000

$223,916,371

64 %

Main Campus

$400,000,000

$264,350,530

66 %

University Initiatives

$250,000,000

$154,817,512

62 %

Grand Total:

$1,000,000,000

$643,084,414

64 %

Campus


University Leadership Report July 1, 2006 - May 31, 2014: $643,084,414

Campus

Gifts, 1 Pledges & Deferred

HSC

$168,982,457

$54,933,914

$223,916,371

$350,000,000

64%

Main Campus

$251,442,837

$12,907,693

$264,350,530

$400,000,000

66%

University Initiatives

$120,884,077

$33,933,436

$154,817,512

$250,000,000

62%

Grand Total

$541,309,371

$101,775,043

$643,084,414

$1,000,000,000

64 %

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 - May 31, 2014: $643,084,414

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY13-14 to date

3

HSC

$118,808,532

$50,173,925

$54,933,914

$223,916,371

$25,574,741

Main Campus

$172,709,057

$78,733,780

$12,907,693

$264,350,530

$30,731,299

$87,924,814

$32,959,262

$33,933,436

$154,817,512

$15,959,268

$379,442,403

$161,866,967

$101,775,043

$643,084,414

$72,265,308

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 - May 31, 2014: $643,084,414 # Gifts: GOAL

# Gifts: ACTUAL

3

2

67 %

$25,173,999

4%

$12,587,000

$5,000,000 - $9,999,999

10

7

70 %

$45,956,214

7%

$6,565,173

$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

15 %

$1,381,064

$500,000 - $999,999

125

113

90 %

$70,668,148

11 %

$625,382

$250,000 - $499,999

270

227

84 %

$75,868,006

12 %

$334,220

$100,000 - $249,999

560

482

86 %

$70,946,417

11 %

$147,192

$50,000 - $99,999

800

727

91 %

$47,408,562

7%

$65,211

$25,000 - $49,999

1,300

1,139

88 %

$37,071,839

6%

$32,548

299,940

$133,827,458

21 %

$446

302,718

$643,084,414

$10,000,000 and up

Less Than $25,000

Total:

Note: 43% of campaign total from 203 transactions of $500,000 and greater

% Goal Achieved

$ Gifts ACTUAL

$ Gifts as % of Total

Average Actual Gift $


Campaign Analysis: Actual vs. Goal July 1, 2006 - May 31, 2014: $643,084,414 $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 - May 31, 2014: $72,265,308 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $12,000,000

$30,731,299 $25,574,741

Actual Goal

$30,825,000 $25,500,000

$23,675,000

$8,000,000

$15,959,268

$4,000,000 $0 HSC

Main Campus

University Initiatives


Annual Giving Progress Report FY13-14 July 1, 2013 - May 31, 2014: $3,294,964 Restricted Campus

6,453

$0

0

0

$1,981,910

2,553

6,453

2,396

2,970

$0

0

0

$524,640

2,396

2,970

691

1,032

$90,111

735

776

$788,414

1,387

1,806

2,553

Main Campus

$524,640

University Initiatives

$698,303

Total # of Unique Transactions **

Donors

Donors

$1,981,910

Total # of Unique Donors *

Amount

# of Gifts

Amount

Donors

Grand Total

# of Gifts

# of Gifts

Amount

HSC

Total

Unrestricted

$3,204,853

$90,111

$3,294,964

5,508

735

6,122

10,444

776

11,215

* 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 - May 31, 2014: $3,294,964

Development Initiated $524,331 Direct Mail $529,740 EMail $134,516 Other $1,680,632 Radiothon $153,115 TeleMarketing $272,630 Total: $3,294,964


Annual Giving FY13-14 Analysis by Solicitation Source (Donors) July 1, 2013 - May 31, 2014: 6,122

Development Initiated 4.7% Direct Mail 27.5% EMail 8.6% Other 4.7% Radiothon 23.2% TeleMarketing 31.2% Total: 100.0%


Annual Giving FY13-14 Analysis by Solicitation Source (Transactions) July 1, 2013 - May 31, 2014: 11,215

Development Initiated 5.2% Direct Mail 19.1% EMail 5.3% Other 4.7% Radiothon 44.7% TeleMarketing 21.1% Total: 100.0%


Corporate and Foundation Relations Campaign Progress July 1, 2006 - May 31, 2014: $310,247,953 $45,000,000 $40,000,000 $35,000,000 $30,000,000 Other Organizations Corporate and Corporate Foundations Foundations and Family Foundations

$25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 FY06-07

FY07-08

FY08-09

FY09-10

FY10-11

FY11-12

FY12-13

FY13-14 to date


Corporate and Foundation Relations Campaign Progress Details July 1, 2006 - May 31, 2014: $310,247,953 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

$12,900,259

$17,633,837

$7,629,020

$38,163,116

$112,022,227

$122,834,183

$75,391,542

$310,247,953

Total


Corporate and Foundation Relations FY13-14 Progress Current Fiscal Year July 1, 2013 - May 31, 2014: $38,163,116 Source

Campaign Progress

Corporations and Corporate Foundations

$17,633,837

Foundations and Family Foundations

$12,900,259

Other Organizations

$7,629,020

Current FY Total

$38,163,116

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

$30,000,000 127.2% 91.4% 4,194


Unrestricted Giving Campaign Progress Report July 1, 2006 - May 31, 2014: $438,798

Campus University Initiatives

Donors

Gifts

774

$438,798


Unrestricted Campaign Giving Analysis by Source (Dollars) July 1, 2006 - May 31, 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 - May 31, 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.