UNM Foundation Executive Campaign Reports: October 2018

Campaign Progress Report July 1, 2006 - October 31, 2018: $1,061,924,984 $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

$1,061,924,984

Campaign Progress - Opportunity Areas July 1, 2006 - October 31, 2018: $1,061,924,984 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$621,809,267 $56,154,024

Faculty Support & Research

$201,628,066

Student Success & Opportunity

$177,762,748

Unrestricted

GRAND TOTAL

$4,570,879

$1,061,924,984

Campaign Progress - Analysis by Purpose July 1, 2006 - October 31, 2018: $1,061,924,984 Endowment 13.3%

Capital 0.4%

Deferred 21.1%

Current 65.3%

Campaign Progress - Analysis by Source July 1, 2006 - October 31, 2018: $1,061,924,984 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 22% Foundations 18%

Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - October 31, 2018: $438,624,591 $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 - October 31, 2018: $623,300,393 $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 - October 31, 2018: $1,061,924,984 Campaign Progress

Campaign Goal

% of Goal

HSC

$366,888,509

$350,000,000

105 %

Main Campus

$436,005,726

$400,000,000

109 %

University Initiatives

$259,030,749

$250,000,000

104 %

GRAND TOTAL

$1,061,924,984

$1,000,000,000

106 %

Campus

Campaign Progress - University Leadership Report July 1, 2006 - October 31, 2018: $1,061,924,984

Campus

Gifts, 1 Pledges & Deferred

HSC

$261,400,428

$105,488,081

$366,888,509

$350,000,000

105%

Main Campus

$407,680,632

$28,325,095

$436,005,726

$400,000,000

109%

University Initiatives

$201,703,350

$57,327,399

$259,030,749

$250,000,000

104%

GRAND TOTAL

$870,784,410

$191,140,575

$1,061,924,984

$1,000,000,000

106 %

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, 2018: $1,061,924,984

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1819 to date

3

Private Grants

HSC

$164,564,473

$96,835,956

$105,488,081

$366,888,509

$23,353,600

Main Campus

$277,401,455

$130,279,176

$28,325,095

$436,005,726

$18,532,588

University Initiatives

$135,619,855

$66,083,494

$57,327,399

$259,030,749

$5,192,611

$577,585,783

$293,198,626

$191,140,575

$1,061,924,984

$47,078,799

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, 2018: $1,061,924,984 # 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

17 %

$1,437,343

$500,000 - $999,999

125

184

147 %

$118,797,888

11 %

$645,641

$250,000 - $499,999

270

376

139 %

$127,086,963

12 %

$337,997

$100,000 - $249,999

560

831

148 %

$122,057,050

11 %

$146,880

$50,000 - $99,999

800

1,203

150 %

$77,699,139

7%

$64,588

$25,000 - $49,999

1,300

1,755

135 %

$56,576,281

5%

$32,237

Less than $25,000

N/A

437,112

N/A

$204,420,924

19 %

$468

$10,000,000 and more

GRAND TOTAL

441,620

Note: 45% of campaign total from 343 transactions of $500,000 and greater

$1,061,924,984

$ Gifts as % of Total

Average Actual Gift $

Campaign Progress - Actual vs. Goal July 1, 2006 - October 31, 2018: $1,061,924,984 $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 - October 31, 2018: $4,145,879

Campus

University Initiatives

Donors

Gifts

6,131

$4,145,879

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - October 31, 2018: $4,145,879

Alumni 57.9% Corporations 4.4% Foundations 13.0% Friends 14.1% Other Organizations 10.6% Total: 100.0%

Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - October 31, 2018: 6,131

Alumni 85.4% Corporations 2.9% Foundations 0.3% Friends 9.2% Other Organizations 2.1% Total: 100.0%

Fiscal Year Progress - Actual vs. Goal July 1, 2018 - October 31, 2018: $47,078,799 $32,000,000

$29,500,000 $27,250,000

$28,000,000 $24,000,000

$23,250,000

$23,353,600

$20,000,000

$18,532,588 Actual Goal

$16,000,000 $12,000,000 $8,000,000 $5,192,611

$4,000,000 $0 HSC

Main Campus

University Initiatives

Fiscal Year Progress - Annual Giving July 1, 2018 - October 31, 2018: $589,936 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$345,766

412

1,328

$0

0

0

$345,766

412

1,328

$28,102

110

252

$0

0

0

$28,102

110

252

$213,728

116

209

$2,340

20

21

$216,068

136

230

Main Campus University Initiatives

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

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$587,596

$2,340

$589,936

635

20

654

1,789

21

1,810

* 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 - October 31, 2018: $589,936

Development Initiated 85.5% Direct Mail 6.3% Email 3.8% Other 4.0% Telemarketing 0.3% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2018 - October 31, 2018: 654

Development Initiated 28.5% Direct Mail 15.7% Email 10.1% Other 42.5% Telemarketing 3.2% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2018 - October 31, 2018: 1,810

Development Initiated 22.4% Direct Mail 10.9% Email 6.7% Other 57.5% Telemarketing 2.5% Total: 100.0%

Campaign Progress - Corporate and Foundation Activity July 1, 2006 - October 31, 2018: $523,460,134 $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 - October 31, 2018: $523,460,134 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

$3,402,798

$3,587,595

$2,768,187

$9,758,580

$184,458,740

$196,172,640

$142,828,754

$523,460,134

Total

Fiscal Year - Corporate and Foundation Activity July 1, 2018 - October 31, 2018: $9,758,580 Source

Progress

Corporations

$3,402,798

Foundations

$3,587,595

Other Organizations

$2,768,187

Current FY Total

$9,758,580

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

27.9%

Percent of Days into Fiscal Year

33.4%

Total Number of Gifts

1,053