UNM Foundation Executive Campaign Reports: November 2018

Page 1

Campaign Progress Report July 1, 2006 - November 30, 2018: $1,066,725,979 $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

$1,066,725,979


Campaign Progress - Opportunity Areas July 1, 2006 - November 30, 2018: $1,066,725,979 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$623,952,405 $56,233,594

Faculty Support & Research

$202,538,075

Student Success & Opportunity

$179,352,609

Unrestricted

GRAND TOTAL

$4,649,295

$1,066,725,979


Campaign Progress - Analysis by Purpose July 1, 2006 - November 30, 2018: $1,066,725,979 Endowment 13.3%

Capital 0.4%

Deferred 21.1%

Current 65.2%


Campaign Progress - Analysis by Source July 1, 2006 - November 30, 2018: $1,066,725,979 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 22% Foundations 18%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - November 30, 2018: $440,905,857 $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

9 18 -1 FY

8 17 -1 FY

7

6

16 -1 FY

15 -1 FY

5 14 -1 FY

4 13 -1 FY

3 12 -1 FY

2

1

11 -1 FY

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, 2018: $625,820,121 $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

9 18 -1

8 FY

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 - Executive Committee Leadership Report July 1, 2006 - November 30, 2018: $1,066,725,979 Campaign Progress

Campaign Goal

% of Goal

HSC

$368,909,561

$350,000,000

105 %

Main Campus

$437,506,723

$400,000,000

109 %

University Initiatives

$260,309,694

$250,000,000

104 %

GRAND TOTAL

$1,066,725,979

$1,000,000,000

107 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - November 30, 2018: $1,066,725,979

Campus

Gifts, 1 Pledges & Deferred

HSC

$263,154,830

$105,754,731

$368,909,561

$350,000,000

105%

Main Campus

$409,179,628

$28,327,095

$437,506,723

$400,000,000

109%

University Initiatives

$202,945,795

$57,363,899

$260,309,694

$250,000,000

104%

GRAND TOTAL

$875,280,254

$191,445,725

$1,066,725,979

$1,000,000,000

107 %

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, 2018: $1,066,725,979

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1819 to date

3

Private Grants

HSC

$166,308,716

$96,846,115

$105,754,731

$368,909,561

$25,374,652

Main Campus

$278,102,097

$131,077,532

$28,327,095

$437,506,723

$20,033,585

University Initiatives

$136,313,486

$66,632,310

$57,363,899

$260,309,694

$6,471,557

$580,724,298

$294,555,956

$191,445,725

$1,066,725,979

$51,879,793

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, 2018: $1,066,725,979 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

2%

$12,587,000

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

10

13

130 %

$84,483,063

8%

$6,498,697

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

15

22

147 %

$70,273,788

7%

$3,194,263

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

80

122

153 %

$175,355,889

16 %

$1,437,343

$500,000 - $999,999

125

185

148 %

$119,297,888

11 %

$644,853

$250,000 - $499,999

270

378

140 %

$127,934,579

12 %

$338,451

$100,000 - $249,999

560

838

150 %

$123,342,981

12 %

$147,187

$50,000 - $99,999

800

1,214

152 %

$78,331,774

7%

$64,524

$25,000 - $49,999

1,300

1,776

137 %

$57,169,636

5%

$32,190

Less than $25,000

N/A

438,602

N/A

$205,362,382

19 %

$468

$10,000,000 and more

GRAND TOTAL

443,152

Note: 44% of campaign total from 344 transactions of $500,000 and greater

$1,066,725,979

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - November 30, 2018: $1,066,725,979 $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 FY1819


Campaign Progress - Unrestricted Giving July 1, 2006 - November 30, 2018: $4,224,295

Campus

University Initiatives

Donors

Gifts

6,139

$4,224,295


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - November 30, 2018: $4,224,295

Alumni 58.7% Corporations 4.3% Foundations 12.8% Friends 13.9% Other Organizations 10.4% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - November 30, 2018: 6,139

Alumni 85.4% Corporations 2.9% Foundations 0.3% Friends 9.3% Other Organizations 2.1% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2018 - November 30, 2018: $51,879,793 $32,000,000 $28,000,000

$29,500,000 $27,250,000 $25,374,652

$23,250,000

$24,000,000 $20,033,585

$20,000,000

Actual Goal

$16,000,000 $12,000,000 $8,000,000

$6,471,557

$4,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2018 - November 30, 2018: $1,252,006 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$883,392

446

1,625

$0

0

0

$883,392

446

1,625

$45,981

183

374

$0

0

0

$45,981

183

374

$318,082

164

292

$4,551

34

36

$322,633

197

328

Main Campus University Initiatives

Grand Total Total # of Unique Donors * Total # of Unique Transactions **

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,247,455

$4,551

$1,252,006

778

34

809

2,291

36

2,327

* 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, 2018 - November 30, 2018: $1,252,006

Development Initiated 89.7% Direct Mail 5.9% Email 1.9% Other 2.3% Telemarketing 0.2% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2018 - November 30, 2018: 809

Development Initiated 28.0% Direct Mail 27.2% Email 8.1% Other 34.1% Telemarketing 2.7% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2018 - November 30, 2018: 2,327

Development Initiated 21.2% Direct Mail 15.6% Email 6.0% Other 54.8% Telemarketing 2.3% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - November 30, 2018: $527,401,936 $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

18 19

FY

17 18

FY

16 17

FY

15 16

FY

14 15

FY

13 14

FY

12 13

FY

11 12

FY

10 11

FY

09 10

FY

08 09

FY

07 08

FY

FY

06 07

$0


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - November 30, 2018: $527,401,936 Corporations

Foundations

Other Organizations

Total

FY0607

$12,076,538

$16,323,538

$13,230,245

$41,630,321

FY0708

$11,552,120

$10,578,145

$12,059,007

$34,189,272

FY0809

$13,683,555

$13,130,174

$12,852,017

$39,665,745

FY0910

$10,655,764

$13,135,853

$12,369,396

$36,161,012

FY1011

$10,580,256

$16,987,532

$11,386,378

$38,954,166

FY1112

$14,916,457

$13,534,041

$11,240,753

$39,691,251

FY1213

$14,646,357

$15,669,371

$9,986,543

$40,302,271

FY1314

$18,007,869

$22,198,080

$10,353,675

$50,559,625

FY1415

$14,775,916

$21,427,001

$12,308,295

$48,511,211

FY1516

$14,365,916

$15,423,929

$11,661,756

$41,451,601

FY1617

$32,453,769

$21,108,184

$11,158,278

$64,720,231

FY1718

$13,341,425

$13,069,197

$11,454,225

$37,864,847

FY1819

$5,224,501

$4,731,309

$3,744,572

$13,700,382

$186,280,443

$197,316,354

$143,805,139

$527,401,936

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2018 - November 30, 2018: $13,700,382 Source

Progress

Corporations

$5,224,501

Foundations

$4,731,309

Other Organizations

$3,744,572

Current FY Total

$13,700,382

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

39.1%

Percent of Days into Fiscal Year

41.6%

Total Number of Gifts

1,282


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