UNM Foundation Executive Campaign Reports: May 2015

Page 1

Campaign Progress Report July 1, 2006 - May 31, 2015: $739,045,052 $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

$739,045,052


Campaign Progress - Opportunity Areas July 1, 2006 - May 31, 2015: $739,045,052 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$442,824,562 $40,163,746

Faculty Support & Research

$140,953,796

Student Success & Opportunity

$111,817,917

Unrestricted

GRAND TOTAL

$3,285,031

$739,045,052


Campaign Progress - Analysis by Purpose July 1, 2006 - May 31, 2015: $739,045,052 Endowment 13%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - May 31, 2015: $739,045,052 Other Organizations

19% Alumni and Friends 39%

Foundations 20%

Corporations 22%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - May 31, 2015: $290,678,797 $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 - May 31, 2015: $448,366,255 $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 - May 31, 2015: $739,045,052 Campaign Progress

Campaign Goal

% of Goal

HSC

$249,604,670

$350,000,000

71 %

Main Campus

$299,154,920

$400,000,000

75 %

University Initiatives

$190,285,462

$250,000,000

76 %

GRAND TOTAL

$739,045,052

$1,000,000,000

74 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - May 31, 2015: $739,045,052

Campus

Gifts, 1 Pledges & Deferred

HSC

$181,317,227

$68,287,443

$249,604,670

$350,000,000

71%

Main Campus

$283,739,798

$15,415,122

$299,154,920

$400,000,000

75%

University Initiatives

$150,364,738

$39,920,725

$190,285,462

$250,000,000

76%

GRAND TOTAL

$615,421,762

$123,623,289

$739,045,052

$1,000,000,000

74 %

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 - May 31, 2015: $739,045,052

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1415 to date

3

Private Grants

HSC

$128,532,011

$52,785,216

$68,287,443

$249,604,670

$24,072,055

Main Campus

$199,197,258

$84,542,539

$15,415,122

$299,154,920

$30,808,049

University Initiatives

$108,320,077

$42,044,660

$39,920,725

$190,285,462

$25,715,322

$436,049,347

$179,372,416

$123,623,289

$739,045,052

$80,595,427

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 - May 31, 2015: $739,045,052 # 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

82

103 %

$114,766,904

16 %

$1,399,596

$500,000 - $999,999

125

131

105 %

$82,735,375

11 %

$631,568

$250,000 - $499,999

270

260

96 %

$87,483,252

12 %

$336,474

$100,000 - $249,999

560

562

100 %

$82,036,418

11 %

$145,972

$50,000 - $99,999

800

824

103 %

$53,638,977

7%

$65,096

$25,000 - $49,999

1,300

1,269

98 %

$41,089,900

6%

$32,380

Less than $25,000

N/A

333,108

N/A

$150,113,538

20 %

$451

$10,000,000 and more

GRAND TOTAL

336,260

Note: 44% of campaign total from 237 transactions of $500,000 and greater

$739,045,052

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - May 31, 2015: $739,045,052 $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 - May 31, 2015: $3,285,031

Campus

University Initiatives

Donors

Gifts

5,405

$3,285,031


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - May 31, 2015: $3,285,031

Alumni and Friends 72.2% Corporations 7.6% Foundations 11.8% Other Organizations 8.4% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - May 31, 2015: 5,405

Alumni and Friends 95.8% Corporations 2.3% Foundations 0.8% Other Organizations 1.1% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - May 31, 2015: $80,595,427 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $30,808,049

$15,000,000

$25,715,322

$24,175,000

$24,072,055

Actual Goal

$32,350,000 $23,475,000

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

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - May 31, 2015: $3,585,683 Restricted Campus

Health Sciences Center Main Campus University Initiatives

Total

Unrestricted

Amount

Donors

# of Gifts

$1,941,439

2,536

5,949

$0

0

0

$1,941,439

2,536

5,949

$426,355

1,844

2,286

$0

0

0

$426,355

1,844

2,286

$1,117,865

823

1,219

$100,025

871

964

$1,217,889

1,649

2,183

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$3,485,658

$100,025

$3,585,683

Total # of Unique Donors *

5,055

871

5,740

Total # of Unique Transactions **

9,450

964

10,413

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 - May 31, 2015: $3,585,683

Development Initiated $2,467,706 Direct Mail $274,367 EMail $121,371 Other $95,158 Radiothon $150,912 TeleMarketing $476,169 Total: $3,585,683


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - May 31, 2015: 5,740

Development Initiated 8.1% Direct Mail 23.9% EMail 7.9% Other 2.7% Radiothon 24.6% TeleMarketing 32.6% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - May 31, 2015: 10,413

Development Initiated 8.5% Direct Mail 15.7% EMail 5.0% Other 3.3% Radiothon 42.7% TeleMarketing 24.9% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - May 31, 2015: $367,245,113 $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 - May 31, 2015: $367,245,113 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,168,919

$13,953,530

$11,786,157

$41,908,606

FY07-08

$10,708,440

$13,190,205

$10,808,257

$34,706,902

FY08-09

$13,217,991

$16,909,228

$9,863,222

$39,990,440

FY09-10

$12,538,089

$13,762,153

$10,008,324

$36,308,566

FY10-11

$17,444,952

$13,010,116

$8,554,671

$39,009,739

FY11-12

$13,201,677

$17,489,719

$8,664,762

$39,356,159

FY12-13

$15,717,995

$16,932,387

$8,038,622

$40,689,003

FY13-14

$22,220,425

$20,467,545

$8,344,001

$51,031,972

FY14-15

$18,928,103

$14,041,250

$11,274,372

$44,243,725

$140,146,591

$139,756,134

$87,342,388

$367,245,113

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2015 - May 31, 2015: $44,245,250 Source

Progress

Corporations and Corporate Foundations

$14,042,775

Foundations and Family Foundations

$18,928,103

Other Organizations

$11,274,372

Current FY Total

$44,245,250

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

$32,000,000 138.3% 91.5% 4,157


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.