UNM Foundation Executive Campaign Reports: November 2014

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Campaign Progress Report July 1, 2006 - November 30, 2014: $694,306,353 $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

$694,306,353


Campaign Progress - Opportunity Areas July 1, 2006 - November 30, 2014: $694,306,353 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$419,712,880 $39,543,834

Faculty Support & Research

$129,406,927

Student Success & Opportunity

$102,459,818

Unrestricted

GRAND TOTAL

$3,182,893

$694,306,353


Campaign Progress - Analysis by Purpose July 1, 2006 - November 30, 2014: $694,306,353 Endowment 14%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - November 30, 2014: $694,306,353 Other Organizations 18% Alumni and Friends 40%

Foundations 20%

Corporations 22%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - November 30, 2014: $276,818,499 $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 - November 30, 2014: $417,487,855 $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 - November 30, 2014: $694,306,353 Campaign Progress

Campaign Goal

% of Goal

HSC

$237,574,855

$350,000,000

68 %

Main Campus

$283,361,588

$400,000,000

71 %

University Initiatives

$173,369,911

$250,000,000

69 %

GRAND TOTAL

$694,306,353

$1,000,000,000

69 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - November 30, 2014: $694,306,353

Campus

Gifts, 1 Pledges & Deferred

HSC

$175,140,505

$62,434,349

$237,574,855

$350,000,000

68%

Main Campus

$268,463,635

$14,897,953

$283,361,588

$400,000,000

71%

University Initiatives

$136,840,298

$36,529,613

$173,369,911

$250,000,000

69%

GRAND TOTAL

$580,444,438

$113,861,916

$694,306,353

$1,000,000,000

69 %

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 - November 30, 2014: $694,306,353

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY1415 to date

3

HSC

$124,495,244

$50,645,262

$62,434,349

$237,574,855

$12,042,240

Main Campus

$187,642,330

$80,821,305

$14,897,953

$283,361,588

$15,054,872

University Initiatives

$100,283,871

$36,556,426

$36,529,613

$173,369,911

$8,759,616

$412,421,445

$168,022,993

$113,861,916

$694,306,353

$35,856,728

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 - November 30, 2014: $694,306,353 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

4%

$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

12

80 %

$40,870,386

6%

$3,405,865

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

80

75

94 %

$104,280,718

15 %

$1,390,410

$500,000 - $999,999

125

124

99 %

$77,839,349

11 %

$627,737

$250,000 - $499,999

270

244

90 %

$81,523,776

12 %

$334,114

$100,000 - $249,999

560

527

94 %

$77,150,837

11 %

$146,396

$50,000 - $99,999

800

766

96 %

$49,636,807

7%

$64,800

$25,000 - $49,999

1,300

1,193

92 %

$38,728,067

6%

$32,463

Less than $25,000

N/A

312,697

N/A

$140,466,113

20 %

$449

$10,000,000 and more

GRAND TOTAL

315,649

Note: 44% of campaign total from 222 transactions of $500,000 and greater

$694,306,353

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - November 30, 2014: $694,306,353 $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 - November 30, 2014: $3,182,893

Campus

University Initiatives

Donors

Gifts

5,169

$3,182,893


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - November 30, 2014: $3,182,893

Alumni and Friends $2,299,231 Corporations $247,607 Foundations $384,062 Other Organizations $251,994 Total: $3,182,893


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - November 30, 2014: 5,169

Alumni and Friends 4961 Corporations 115 Foundations 41 Other Organizations 52 Total: 5169


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - November 30, 2014: $35,856,728 $35,000,000 $30,000,000 $25,000,000 $20,000,000 Actual Goal

$32,350,000

$15,000,000

$23,475,000

$24,175,000

$10,000,000 $5,000,000

$15,054,872

$12,042,240

$8,759,616

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - November 30, 2014: $1,780,456 Restricted

Total

Unrestricted

Amount

Donors

# of Gifts

$1,049,090

755

2,066

$0

0

0

$1,049,090

755

2,066

Main Campus

$339,699

806

882

$0

0

0

$339,699

806

882

University Initiatives

$356,870

386

528

$34,796

303

310

$391,666

676

838

Campus

Health Sciences Center

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,745,659

$34,796

$1,780,456

Total # of Unique Donors *

1,911

303

2,166

Total # of Unique Transactions **

3,472

310

3,781

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 - November 30, 2014: $1,780,456

Development Initiated $1,239,480 Direct Mail $90,965 EMail $57,857 Other $16,945 Radiothon $33,105 TeleMarketing $342,104 Total: $1,780,456


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - November 30, 2014: 2,166

Development Initiated 9.5% Direct Mail 23.9% EMail 9.0% Other 2.1% Radiothon 16.9% TeleMarketing 38.6% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - November 30, 2014: 3,781

Development Initiated 9.3% Direct Mail 15.1% EMail 5.8% Other 3.3% Radiothon 41.8% TeleMarketing 24.8% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - November 30, 2014: $341,537,022 $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 - November 30, 2014: $341,537,022 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

$9,879,722

$39,990,440

FY09-10

$12,568,089

$13,729,653

$10,010,824

$36,308,566

FY10-11

$17,474,952

$12,977,616

$8,557,171

$39,009,739

FY11-12

$13,091,797

$17,468,468

$8,665,963

$39,226,228

FY12-13

$15,742,995

$16,902,219

$8,039,822

$40,685,035

FY13-14

$22,156,425

$20,438,620

$8,246,478

$50,841,524

FY14-15

$9,646,769

$5,154,014

$4,078,197

$18,878,980

$130,771,077

$130,678,454

$80,087,491

$341,537,022

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - November 30, 2014: $18,879,080 Source

Progress

Corporations and Corporate Foundations

$5,154,114

Foundations and Family Foundations

$9,646,769

Other Organizations

$4,078,197

Current FY Total

$18,879,080

Current Fiscal Year Goal

$32,000,000

Progress to Current Fiscal Year Goal

59.0%

Percent of Days into Fiscal Year

41.6%

Total Number of Gifts

1,405


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