UNM Foundation Executive Campaign Reports: November 2016

Page 1

Campaign Progress Report July 1, 2006 - November 30, 2016: $867,438,782 $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

$867,438,782


Campaign Progress - Opportunity Areas July 1, 2006 - November 30, 2016: $867,438,782 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$507,936,673 $49,155,000

Faculty Support & Research

$163,958,364

Student Success & Opportunity

$142,723,794

Unrestricted

GRAND TOTAL

$3,664,951

$867,438,782


Campaign Progress - Analysis by Purpose July 1, 2006 - November 30, 2016: $867,438,782 Endowment 13.3%

Capital 0.5%

Deferred 19.4%

Current 66.8%


Campaign Progress - Analysis by Source July 1, 2006 - November 30, 2016: $867,438,782 Other Organizations

19% Alumni and Friends 40%

Foundations 21%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - November 30, 2016: $349,410,649 $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

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 - November 30, 2016: $518,028,133 $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

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 - Executive Committee Leadership Report July 1, 2006 - November 30, 2016: $867,438,782 Campaign Progress

Campaign Goal

% of Goal

HSC

$296,766,671

$350,000,000

85 %

Main Campus

$351,171,353

$400,000,000

88 %

University Initiatives

$219,500,758

$250,000,000

88 %

GRAND TOTAL

$867,438,782

$1,000,000,000

87 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - November 30, 2016: $867,438,782

Campus

Gifts, 1 Pledges & Deferred

HSC

$213,449,578

$83,317,093

$296,766,671

$350,000,000

85%

Main Campus

$329,693,780

$21,477,573

$351,171,353

$400,000,000

88%

University Initiatives

$171,662,392

$47,838,367

$219,500,758

$250,000,000

88%

GRAND TOTAL

$714,805,750

$152,633,032

$867,438,782

$1,000,000,000

87 %

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, 2016: $867,438,782

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1617 to date

3

Private Grants

HSC

$145,197,503

$68,252,075

$83,317,093

$296,766,671

$12,790,641

Main Campus

$227,257,098

$102,436,682

$21,477,573

$351,171,353

$11,092,913

University Initiatives

$120,718,541

$50,943,851

$47,838,367

$219,500,758

$7,371,408

$493,173,143

$221,632,608

$152,633,032

$867,438,782

$31,254,962

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, 2016: $867,438,782 # 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

7%

$6,515,145

$2,500,000 - $4,999,999

15

15

100 %

$49,370,386

6%

$3,291,359

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

80

101

126 %

$144,538,073

17 %

$1,431,070

$500,000 - $999,999

125

152

122 %

$98,230,374

11 %

$646,252

$250,000 - $499,999

270

308

114 %

$104,188,463

12 %

$338,274

$100,000 - $249,999

560

687

123 %

$100,409,107

12 %

$146,156

$50,000 - $99,999

800

972

122 %

$63,332,346

7%

$65,157

$25,000 - $49,999

1,300

1,489

115 %

$47,954,143

6%

$32,206

Less than $25,000

N/A

381,439

N/A

$175,605,588

20 %

$460

$10,000,000 and more

GRAND TOTAL

385,174

Note: 43% of campaign total from 279 transactions of $500,000 and greater

$867,438,782

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - November 30, 2016: $867,438,782 $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


Campaign Progress - Unrestricted Giving July 1, 2006 - November 30, 2016: $3,659,951

Campus

University Initiatives

Donors

Gifts

5,785

$3,659,951


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - November 30, 2016: $3,659,951

Alumni and Friends 73.3% Corporations 7.2% Foundations 10.9% Other Organizations 8.7% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - November 30, 2016: 5,785

Alumni and Friends 95.2% Corporations 2.4% Foundations 0.8% Other Organizations 1.6% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2016 - November 30, 2016: $31,254,962 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $25,450,000

$12,000,000 $8,000,000

Actual Goal

$30,700,000

$12,790,641

$23,850,000

$11,092,913

$4,000,000

$7,371,408

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2016 - November 30, 2016: $544,695 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$72,787

130

166

$0

0

0

$72,787

130

166

Main Campus

$92,771

276

324

$0

0

0

$92,771

276

324

$358,186

316

496

$20,951

223

234

$379,137

533

730

University Initiatives

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$523,744

$20,951

$544,695

Total # of Unique Donors *

701

223

913

Total # of Unique Transactions **

985

234

1,219

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, 2016 - November 30, 2016: $544,695

Development Initiated 60.7% Direct Mail 14.5% EMail 9.8% Other 4.6% TeleMarketing 10.3% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2016 - November 30, 2016: 913

Development Initiated 24.1% Direct Mail 21.5% EMail 17.1% Other 0.9% TeleMarketing 36.4% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2016 - November 30, 2016: 1,219

Development Initiated 31.2% Direct Mail 19.4% EMail 15.7% Other 2.2% TeleMarketing 31.5% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - November 30, 2016: $443,177,692 $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

7 16 -1 FY

6 15 -1 FY

5 14 -1 FY

4 13 -1 FY

3

2

12 -1 FY

1

11 -1 FY

0

10 -1 FY

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, 2016: $443,177,692 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,112,672

$13,758,915

$11,718,077

$41,589,664

FY07-08

$10,665,962

$13,001,884

$10,672,902

$34,340,748

FY08-09

$13,222,777

$16,684,165

$9,795,568

$39,702,509

FY09-10

$12,525,164

$13,779,877

$9,986,432

$36,291,473

FY10-11

$17,442,242

$13,017,973

$8,508,973

$38,969,188

FY11-12

$13,189,963

$17,583,452

$8,648,568

$39,421,983

FY12-13

$15,721,255

$16,962,097

$7,965,236

$40,648,588

FY13-14

$22,239,825

$20,432,349

$8,259,202

$50,931,376

FY14-15

$21,675,543

$17,395,414

$9,875,901

$48,946,858

FY15-16

$15,092,136

$17,058,602

$9,454,963

$41,605,702

FY16-17

$6,963,462

$19,649,845

$4,116,298

$30,729,604

$164,851,001

$179,324,573

$99,002,118

$443,177,692

Total


Corporate and Foundation Activity Fiscal Year July 1, 2016 - November 30, 2016: $30,729,604 Source

Progress

Corporations and Corporate Foundations

$19,649,845

Foundations and Family Foundations

$6,963,462

Other Organizations

$4,116,298

Current FY Total

$30,729,604

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

87.8%

Percent of Days into Fiscal Year

41.6%

Total Number of Gifts

1,692


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.