UNM Foundation Executive Campaign Reports: May 2018

Page 1

Campaign Progress Report July 1, 2006 - May 31, 2018: $1,006,714,892 $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

$1,006,714,892


Campaign Progress - Opportunity Areas July 1, 2006 - May 31, 2018: $1,006,714,892 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$581,155,610 $55,632,039

Faculty Support & Research

$195,745,343

Student Success & Opportunity

$169,682,633

Unrestricted

GRAND TOTAL

$4,499,268

$1,006,714,892


Campaign Progress - Analysis by Purpose July 1, 2006 - May 31, 2018: $1,006,714,892 Endowment 13.7%

Capital 0.4%

Deferred 18.9%

Current 67.0%


Campaign Progress - Analysis by Source July 1, 2006 - May 31, 2018: $1,006,714,892 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 20% Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - May 31, 2018: $403,315,190 $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 - May 31, 2018: $603,399,702 $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 - May 31, 2018: $1,006,714,892 Campaign Progress

Campaign Goal

% of Goal

HSC

$342,030,010

$350,000,000

98 %

Main Campus

$414,228,854

$400,000,000

104 %

University Initiatives

$250,456,028

$250,000,000

100 %

GRAND TOTAL

$1,006,714,892

$1,000,000,000

101 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - May 31, 2018: $1,006,714,892

Campus

Gifts, 1 Pledges & Deferred

HSC

$240,665,583

$101,364,427

$342,030,010

$350,000,000

98%

Main Campus

$387,162,863

$27,065,991

$414,228,854

$400,000,000

104%

University Initiatives

$195,041,824

$55,414,204

$250,456,028

$250,000,000

100%

GRAND TOTAL

$822,870,270

$183,844,622

$1,006,714,892

$1,000,000,000

101 %

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, 2018: $1,006,714,892

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$162,041,561

$78,624,021

$101,364,427

$342,030,010

$26,439,442

Main Campus

$271,105,388

$116,057,475

$27,065,991

$414,228,854

$31,913,486

University Initiatives

$132,894,367

$62,147,457

$55,414,204

$250,456,028

$20,748,213

$566,041,316

$256,828,954

$183,844,622

$1,006,714,892

$79,101,142

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, 2018: $1,006,714,892 # 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

180

144 %

$116,090,816

12 %

$644,949

$250,000 - $499,999

270

366

136 %

$123,683,982

12 %

$337,934

$100,000 - $249,999

560

797

142 %

$116,777,343

12 %

$146,521

$50,000 - $99,999

800

1,153

144 %

$74,517,006

7%

$64,629

$25,000 - $49,999

1,300

1,712

132 %

$55,152,044

5%

$32,215

Less than $25,000

N/A

426,827

N/A

$198,660,963

20 %

$465

$10,000,000 and more

GRAND TOTAL

431,183

Note: 44% of campaign total from 328 transactions of $500,000 and greater

$1,006,714,892

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - May 31, 2018: $1,006,714,892 $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 - May 31, 2018: $4,074,268

Campus

University Initiatives

Donors

Gifts

6,116

$4,074,268


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - May 31, 2018: $4,074,268

Alumni 60.2% Corporations 4.9% Foundations 11.5% Friends 14.3% Other Organizations 9.1% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - May 31, 2018: 6,116

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 - May 31, 2018: $79,101,142 $35,000,000 $30,000,000 $25,000,000 $20,000,000 $15,000,000

$31,913,486 $25,350,000

$26,439,442

Actual Goal

$29,100,000

$25,550,000 $20,748,213

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

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2017 - May 31, 2018: $1,495,106 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$233,858

564

666

$0

0

0

$233,858

564

666

Main Campus

$522,568

1,332

1,858

$0

0

0

$522,568

1,332

1,858

University Initiatives

$676,827

551

961

$61,853

454

514

$738,680

988

1,475

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,433,253

$61,853

$1,495,106

Total # of Unique Donors *

2,355

454

2,731

Total # of Unique Transactions **

3,483

514

3,997

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 - May 31, 2018: $1,495,106

Development Initiated 42.2% Direct Mail 39.2% EMail 10.1% Other 0.0% TeleMarketing 8.5% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - May 31, 2018: 2,731

Development Initiated 10.8% Direct Mail 46.5% EMail 12.1% Other 0.1% TeleMarketing 30.6% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - May 31, 2018: 3,997

Development Initiated 16.9% Direct Mail 43.2% EMail 11.7% Other 0.1% TeleMarketing 28.2% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - May 31, 2018: $512,088,597 $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 - May 31, 2018: $512,088,597 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

$14,949,427

$13,274,474

$11,287,303

$39,511,203

FY12-13

$14,807,417

$15,644,371

$10,124,064

$40,575,852

FY13-14

$18,068,657

$22,141,480

$10,597,346

$50,807,483

FY14-15

$14,842,955

$21,368,367

$12,484,376

$48,695,698

FY15-16

$14,530,429

$15,321,916

$11,763,488

$41,615,832

FY16-17

$32,576,359

$20,987,184

$11,416,875

$64,980,418

FY17-18

$12,354,117

$11,464,671

$10,961,683

$34,780,471

$182,214,498

$190,235,586

$139,638,513

$512,088,597

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2017 - May 31, 2018: $34,780,471 Source

Progress

Corporations

$12,354,117

Foundations

$11,464,671

Other Organizations

$10,961,683

Current FY Total

$34,780,471

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

99.4%

Percent of Days into Fiscal Year

91.5%

Total Number of Gifts

3,948


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