UNM Foundation Executive Campaign Reports: October 2014

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Campaign Progress Report July 1, 2006 - October 31, 2014: $685,333,580 $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

$685,333,580


Campaign Progress - Opportunity Areas July 1, 2006 - October 31, 2014: $685,333,580 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$416,717,345 $34,540,917

Faculty Support & Research

$128,660,706

Student Success & Opportunity

$102,250,163

Unrestricted

GRAND TOTAL

$3,164,449

$685,333,580


Campaign Progress - Analysis by Purpose July 1, 2006 - October 31, 2014: $685,333,580 Endowment 14%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - October 31, 2014: $685,333,580 Other Organizations 18% Alumni and Friends 40%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - October 31, 2014: $276,340,242 $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 - October 31, 2014: $408,993,339 $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 - October 31, 2014: $685,333,580 Campaign Progress

Campaign Goal

% of Goal

HSC

$235,891,516

$350,000,000

67 %

Main Campus

$275,993,370

$400,000,000

69 %

University Initiatives

$173,448,695

$250,000,000

69 %

GRAND TOTAL

$685,333,580

$1,000,000,000

69 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - October 31, 2014: $685,333,580

Campus

Gifts, 1 Pledges & Deferred

HSC

$173,728,100

$62,163,416

$235,891,516

$350,000,000

67%

Main Campus

$261,135,541

$14,857,829

$275,993,370

$400,000,000

69%

University Initiatives

$136,919,082

$36,529,613

$173,448,695

$250,000,000

69%

GRAND TOTAL

$571,782,722

$113,550,858

$685,333,580

$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 - October 31, 2014: $685,333,580

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY1415 to date

3

HSC

$123,082,950

$50,645,150

$62,163,416

$235,891,516

$10,358,901

Main Campus

$180,314,223

$80,821,318

$14,857,829

$275,993,370

$7,686,654

University Initiatives

$100,363,164

$36,555,918

$36,529,613

$173,448,695

$8,838,400

$403,760,336

$168,022,386

$113,550,858

$685,333,580

$26,883,955

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 - October 31, 2014: $685,333,580 # 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

8

80 %

$53,636,303

8%

$6,704,538

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

15

12

80 %

$40,870,386

6%

$3,405,865

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

80

74

93 %

$102,580,718

15 %

$1,386,226

$500,000 - $999,999

125

124

99 %

$77,839,349

11 %

$627,737

$250,000 - $499,999

270

243

90 %

$81,187,451

12 %

$334,105

$100,000 - $249,999

560

522

93 %

$76,477,949

11 %

$146,509

$50,000 - $99,999

800

760

95 %

$49,272,608

7%

$64,832

$25,000 - $49,999

1,300

1,187

91 %

$38,543,620

6%

$32,471

Less than $25,000

N/A

310,867

N/A

$139,751,198

20 %

$450

$10,000,000 and more

GRAND TOTAL

313,799

Note: 44% of campaign total from 220 transactions of $500,000 and greater

$685,333,580

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - October 31, 2014: $685,333,580 $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 - October 31, 2014: $3,164,449

Campus

University Initiatives

Donors

Gifts

5,133

$3,164,449


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - October 31, 2014: $3,164,449

Alumni and Friends $2,282,724 Corporations $247,559 Foundations $383,508 Other Organizations $250,658 Total: $3,164,449


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - October 31, 2014: 5,133

Alumni and Friends 4926 Corporations 115 Foundations 41 Other Organizations 51 Total: 5133


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - October 31, 2014: $26,883,955 $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

$10,358,901

$7,686,654

$8,838,400

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - October 31, 2014: $1,604,186 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$946,079

658

1,667

$0

0

0

$946,079

658

1,667

Main Campus

$309,848

603

660

$0

0

0

$309,848

603

660

University Initiatives

$329,252

314

426

$19,007

189

191

$348,259

498

617

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,585,179

$19,007

$1,604,186

Total # of Unique Donors *

1,545

189

1,702

Total # of Unique Transactions **

2,750

191

2,940

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 - October 31, 2014: $1,604,186

Development Initiated $1,145,507 Direct Mail $41,350 EMail $49,929 Other $15,205 Radiothon $27,315 TeleMarketing $324,879 Total: $1,604,186


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - October 31, 2014: 1,702

Development Initiated 10.1% Direct Mail 15.1% EMail 9.9% Other 2.4% Radiothon 21.5% TeleMarketing 41.0% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - October 31, 2014: 2,940

Development Initiated 9.6% Direct Mail 9.4% EMail 6.5% Other 3.4% Radiothon 44.6% TeleMarketing 26.6% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - October 31, 2014: $339,831,662 $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 - October 31, 2014: $339,832,437 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

$20,438,570

$8,246,753

$50,841,749

FY14-15

$9,105,641

$4,495,889

$3,572,640

$17,174,170

$130,229,949

$130,020,279

$79,582,209

$339,832,437

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - October 31, 2014: $17,174,270 Source

Progress

Corporations and Corporate Foundations

$4,495,989

Foundations and Family Foundations

$9,105,641

Other Organizations

$3,572,640

Current FY Total

$17,174,270

Current Fiscal Year Goal

$32,000,000

Progress to Current Fiscal Year Goal

53.7%

Percent of Days into Fiscal Year

33.4%

Total Number of Gifts

1,224


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