UNM Foundation Executive Campaign Reports: September 2014

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Campaign Progress Report July 1, 2006 - September 30, 2014: $681,645,807 $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

$681,645,807


Campaign Progress - Opportunity Areas July 1, 2006 - September 30, 2014: $681,645,807 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$414,301,144 $34,373,005

Faculty Support & Research

$128,177,132

Student Success & Opportunity

$101,646,954

Unrestricted

GRAND TOTAL

$3,147,572

$681,645,807


Campaign Progress - Analysis by Purpose July 1, 2006 - September 30, 2014: $681,645,807 Endowment 14%

Capital 1%

Deferred 18%

Current 68%


Campaign Progress - Analysis by Source July 1, 2006 - September 30, 2014: $681,645,807 Other Organizations 18% Alumni and Friends 40%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - September 30, 2014: $275,651,895 $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

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 - Analysis by Source (Organizations) July 1, 2006 - September 30, 2014: $405,993,912 $60,000,000 $50,000,000 $40,000,000 Other Organizations Foundations Corporations

$30,000,000 $20,000,000 $10,000,000

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 - Executive Committee Leadership Report July 1, 2006 - September 30, 2014: $681,645,807 Campaign Progress

Campaign Goal

% of Goal

HSC

$234,090,370

$350,000,000

67 %

Main Campus

$275,380,241

$400,000,000

69 %

University Initiatives

$172,175,195

$250,000,000

69 %

GRAND TOTAL

$681,645,807

$1,000,000,000

68 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - September 30, 2014: $681,645,807

Campus

Gifts, 1 Pledges & Deferred

HSC

$172,252,642

$61,837,728

$234,090,370

$350,000,000

67%

Main Campus

$260,568,026

$14,812,215

$275,380,241

$400,000,000

69%

University Initiatives

$135,664,333

$36,510,863

$172,175,195

$250,000,000

69%

GRAND TOTAL

$568,485,001

$113,160,806

$681,645,807

$1,000,000,000

68 %

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 - September 30, 2014: $681,645,807

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY1415 to date

3

HSC

$121,765,554

$50,487,088

$61,837,728

$234,090,370

$8,557,755

Main Campus

$179,751,520

$80,816,506

$14,812,215

$275,380,241

$7,073,525

$99,472,792

$36,191,540

$36,510,863

$172,175,195

$7,564,901

$400,989,866

$167,495,134

$113,160,806

$681,645,807

$23,196,182

University Initiatives 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 - September 30, 2014: $681,645,807 # 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

123

98 %

$77,339,349

11 %

$628,775

$250,000 - $499,999

270

240

89 %

$80,106,383

12 %

$333,777

$100,000 - $249,999

560

516

92 %

$75,742,230

11 %

$146,787

$50,000 - $99,999

800

757

95 %

$49,119,608

7%

$64,887

$25,000 - $49,999

1,300

1,180

91 %

$38,340,744

6%

$32,492

Less than $25,000

N/A

308,773

N/A

$138,736,086

20 %

$449

$10,000,000 and more

GRAND TOTAL

311,685

Note: 44% of campaign total from 219 transactions of $500,000 and greater

$681,645,807

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - September 30, 2014: $681,645,807 $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


Unrestricted Giving Campaign Progress Report July 1, 2006 - September 30, 2014: $3,147,562

Campus

University Initiatives

Donors

Gifts

5,061

$3,147,562


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - September 30, 2014: $3,147,562

Alumni and Friends $2,270,118 Corporations $246,965 Foundations $383,508 Other Organizations $246,971 Total: $3,147,562


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - September 30, 2014: 5,061

Alumni and Friends 4857 Corporations 113 Foundations 41 Other Organizations 50 Total: 5061


Fiscal Year Progress - Actual vs. Goal July 1, 2014 - September 30, 2014: $23,196,182 $35,000,000

$32,350,000

$30,000,000 $24,175,000

$25,000,000

$23,475,000

$20,000,000 Actual Goal

$15,000,000 $10,000,000

$8,557,755

$7,073,525

$7,564,901

$5,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2014 - September 30, 2014: $1,026,636 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$719,088

486

1,183

$0

0

0

$719,088

486

1,183

$36,506

162

191

$0

0

0

$36,506

162

191

$267,190

192

267

$3,853

42

43

$271,043

232

310

Main Campus University Initiatives

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

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,022,784

$3,853

$1,026,636

825

42

865

1,639

43

1,682

* 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 - September 30, 2014: $1,026,636

Development Initiated $940,363 Direct Mail $14,246 EMail $35,699 Other $2,297 Radiothon $21,245 TeleMarketing $12,787 Total: $1,026,636


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2014 - September 30, 2014: 865

Development Initiated 15.7% Direct Mail 10.9% EMail 15.5% Other 3.1% Radiothon 42.4% TeleMarketing 12.4% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2014 - September 30, 2014: 1,682

Development Initiated 12.6% Direct Mail 6.4% EMail 9.0% Other 4.0% Radiothon 60.5% TeleMarketing 7.6% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - September 30, 2014: $337,483,954 $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 - September 30, 2014: $337,483,954 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

$8,552,069

$3,363,361

$2,910,257

$14,825,688

$129,676,377

$128,887,751

$78,919,826

$337,483,954

Total


Corporate and Foundation Activity FY 2014-15 July 1, 2014 - September 30, 2014: $14,825,788 Source

Progress

Corporations and Corporate Foundations

$3,363,461

Foundations and Family Foundations

$8,552,069

Other Organizations

$2,910,257

Current FY Total

$14,825,788

Current Fiscal Year Goal

$32,000,000

Progress to Current Fiscal Year Goal

46.3%

Percent of Days into Fiscal Year

24.9%

Total Number of Gifts

995


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