UNM Foundation Executive Campaign Reports: October 2016

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Campaign Progress Report July 1, 2006 - October 31, 2016: $862,603,978 $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

$862,603,978


Campaign Progress - Opportunity Areas July 1, 2006 - October 31, 2016: $862,603,978 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$503,437,635 $49,111,561

Faculty Support & Research

$165,462,167

Student Success & Opportunity

$140,948,152

Unrestricted

GRAND TOTAL

$3,644,463

$862,603,978


Campaign Progress - Analysis by Purpose July 1, 2006 - October 31, 2016: $862,603,978 Endowment 13.5%

Capital 0.5%

Deferred 19.4%

Current 66.6%


Campaign Progress - Analysis by Source July 1, 2006 - October 31, 2016: $862,603,978 Other Organizations

19% Alumni and Friends 40%

Foundations 21%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - October 31, 2016: $347,002,897 $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 - October 31, 2016: $515,601,081 $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 - October 31, 2016: $862,603,978 Campaign Progress

Campaign Goal

% of Goal

HSC

$296,110,466

$350,000,000

85 %

Main Campus

$350,230,731

$400,000,000

88 %

University Initiatives

$216,262,781

$250,000,000

87 %

GRAND TOTAL

$862,603,978

$1,000,000,000

86 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - October 31, 2016: $862,603,978

Campus

Gifts, 1 Pledges & Deferred

HSC

$213,068,174

$83,042,292

$296,110,466

$350,000,000

85%

Main Campus

$328,788,759

$21,441,973

$350,230,731

$400,000,000

88%

University Initiatives

$169,072,791

$47,189,990

$216,262,781

$250,000,000

87%

GRAND TOTAL

$710,929,724

$151,674,255

$862,603,978

$1,000,000,000

86 %

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, 2016: $862,603,978

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1617 to date

3

Private Grants

HSC

$146,463,251

$66,604,922

$83,042,292

$296,110,466

$12,134,436

Main Campus

$226,388,353

$102,400,405

$21,441,973

$350,230,731

$10,152,291

University Initiatives

$118,128,987

$50,943,804

$47,189,990

$216,262,781

$4,133,431

$490,980,592

$219,949,132

$151,674,255

$862,603,978

$26,420,158

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, 2016: $862,603,978 # 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

100

125 %

$143,038,073

17 %

$1,430,381

$500,000 - $999,999

125

152

122 %

$98,230,374

11 %

$646,252

$250,000 - $499,999

270

305

113 %

$103,268,122

12 %

$338,584

$100,000 - $249,999

560

686

123 %

$100,184,565

12 %

$146,042

$50,000 - $99,999

800

963

120 %

$62,750,640

7%

$65,162

$25,000 - $49,999

1,300

1,480

114 %

$47,653,115

6%

$32,198

Less than $25,000

N/A

378,663

N/A

$174,298,401

20 %

$460

$10,000,000 and more

GRAND TOTAL

382,375

Note: 43% of campaign total from 278 transactions of $500,000 and greater

$862,603,978

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - October 31, 2016: $862,603,978 $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 - October 31, 2016: $3,639,463

Campus

University Initiatives

Donors

Gifts

5,758

$3,639,463


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - October 31, 2016: $3,639,463

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 - October 31, 2016: 5,758

Alumni and Friends 95.3% Corporations 2.3% Foundations 0.8% Other Organizations 1.6% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2016 - October 31, 2016: $26,420,158 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

Actual Goal

$30,700,000 $25,450,000

$12,000,000

$23,850,000

$8,000,000 $12,134,436

$10,152,291

$4,000,000

$4,133,431

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2016 - October 31, 2016: $427,668 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$58,734

83

113

$0

0

0

$58,734

83

113

Main Campus

$58,307

168

200

$0

0

0

$58,307

168

200

$298,718

226

371

$11,910

145

151

$310,628

367

522

University Initiatives

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$415,758

$11,910

$427,668

Total # of Unique Donors *

467

145

605

Total # of Unique Transactions **

683

151

834

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 - October 31, 2016: $427,668

Development Initiated 66.7% Direct Mail 10.8% EMail 7.5% Other 5.9% TeleMarketing 9.1% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2016 - October 31, 2016: 605

Development Initiated 29.2% Direct Mail 19.8% EMail 10.6% Other 1.3% TeleMarketing 39.0% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2016 - October 31, 2016: 834

Development Initiated 36.3% Direct Mail 17.6% EMail 10.7% Other 3.1% TeleMarketing 32.3% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - October 31, 2016: $440,116,625 $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 - October 31, 2016: $440,116,625 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

$6,006,504

$18,706,449

$2,955,584

$27,668,537

$163,894,043

$178,381,177

$97,841,405

$440,116,625

Total


Corporate and Foundation Activity Fiscal Year July 1, 2016 - October 31, 2016: $27,668,537 Source

Progress

Corporations and Corporate Foundations

$18,706,449

Foundations and Family Foundations

$6,006,504

Other Organizations

$2,955,584

Current FY Total

$27,668,537

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

79.1%

Percent of Days into Fiscal Year

33.4%

Total Number of Gifts

1,181


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