UNM Foundation Executive Campaign Reports: March 2014

Page 1

Progress Report July 1, 2006 - March 31, 2014: $630,724,882 $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

$630,724,882


Campaign Opportunity Areas July 1, 2006 - March 31, 2014: $630,724,882

Campus Campus Programs Capital Projects and Facilities Faculty Support & Research Student Success & Opportunity Unrestricted

Grand Total

Campaign Progress $378,249,840 $35,507,509 $120,468,982 $93,485,638 $3,012,913

$630,724,882


Campaign Analysis by Purpose July 1, 2006 - March 31, 2014: $630,724,882 Endowment 14%

Capital 1%

Deferred 19%

Current 66%


Campaign Analysis by Source July 1, 2006 - March 31, 2014: $630,724,882 Other Organizations 18% Alumni and Friends 42% Foundations 19%

Corporations 21%


Executive Committee Leadership Report July 1, 2006 - March 31, 2014: $630,724,882

Campaign Goal

Campaign Progress

% of Goal

HSC

$350,000,000

$221,205,599

63 %

Main Campus

$400,000,000

$255,971,090

64 %

University Initiatives

$250,000,000

$153,548,192

61 %

Grand Total:

$1,000,000,000

$630,724,882

63 %

Campus


University Leadership Report July 1, 2006 - March 31, 2014: $630,724,882

Campus

Gifts, 1 Pledges & Deferred

HSC

$167,280,920

$53,924,679

$221,205,599

$350,000,000

63%

Main Campus

$243,476,054

$12,495,037

$255,971,090

$400,000,000

64%

University Initiatives

$119,773,693

$33,774,499

$153,548,192

$250,000,000

61%

Grand Total

$530,530,667

$100,194,215

$630,724,882

$1,000,000,000

63 %

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.


Campus Development Report July 1, 2006 - March 31, 2014: $630,724,882

Campus

Gifts & Pledges

1

Planned Giving

2

Private Grants

Totals

Totals for FY13-14 to date

3

HSC

$117,175,326

$50,105,594

$53,924,679

$221,205,599

$22,863,969

Main Campus

$166,750,335

$76,725,719

$12,495,037

$255,971,090

$22,392,809

$87,238,275

$32,535,418

$33,774,499

$153,548,192

$14,648,998

$371,163,935

$159,366,731

$100,194,215

$630,724,882

$59,905,776

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 Table of Gifts July 1, 2006 - March 31, 2014: $630,724,882 # Gifts: GOAL

# Gifts: ACTUAL

# Gifts as % of Total

$ Gifts ACTUAL

3

2

67 %

0.01 %

$25,173,999

4%

$12,587,000

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

10

8

80 %

0.04 %

$52,739,469

8%

$6,592,434

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

15

26

173 %

0.12 %

$82,284,533

13 %

$3,164,790

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

80

130

163 %

0.61 %

$183,614,761

29 %

$1,412,421

$500,000 - $999,999

125

122

98 %

0.57 %

$81,444,774

13 %

$667,580

$250,000 - $499,999

270

155

57 %

0.73 %

$52,066,679

8%

$335,914

$100,000 - $249,999

560

356

64 %

1.67 %

$53,077,344

8%

$149,094

$50,000 - $99,999

800

460

58 %

2.16 %

$29,915,010

5%

$65,033

$25,000 - $49,999

1,300

711

55 %

3.34 %

$23,806,560

4%

$33,483

90.74 %

$46,601,754

7%

$2,414

$10,000,000 and up

Less Than $25,000

19,305

Total:

21,275

% Goal Achieved

$630,724,882

$ Gifts as % of Total

Average Actual Gift $


Campaign Analysis: Actual vs. Goal July 1, 2006 - March 31, 2014: $630,724,882 $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 FY06-07

FY07-08

FY08-09

FY09-10

FY10-11

FY11-12

FY12-13

FY13-14


Fiscal Year Report - Actual vs. Goal Current Fiscal Year July 1, 2013 - March 31, 2014: $59,905,776 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000 $12,000,000

Actual Goal

$30,825,000 $23,675,000

$22,863,969

$25,500,000 $22,392,809

$8,000,000

$14,648,998

$4,000,000 $0 HSC

Main Campus

University Initiatives


Annual Giving Progress Report FY13-14 July 1, 2013 - March 31, 2014: $3,067,227 Restricted Campus

# of Gifts

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

5,381

$0

0

0

$1,864,177

2,414

5,381

2,195

2,524

$0

0

0

$471,857

2,195

2,524

635

911

$82,546

679

703

$731,193

1,288

1,613

Amount

Donors

$1,864,177

2,414

Main Campus

$471,857

University Initiatives

$648,646

HSC

Total

Unrestricted

$2,984,680

$82,546

$3,067,227

Total # of Unique Donors *

5,138

679

5,745

Total # of Unique Transactions **

8,808

703

9,508

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.


Annual Giving FY 13-14 Analysis by Solicitation Source (Dollars) July 1, 2013 - March 31, 2014: $3,067,227

Development Initiated $479,449 Direct Mail $496,508 EMail $130,356 Other $1,596,040 Radiothon $134,000 TeleMarketing $230,873 Total: $3,067,227


Annual Giving FY13-14 Analysis by Solicitation Source (Donors) July 1, 2013 - March 31, 2014: 5,745

Development Initiated 4.5% Direct Mail 27.8% EMail 9.0% Other 4.3% Radiothon 24.3% TeleMarketing 30.0% Total: 100.0%


Annual Giving FY13-14 Analysis by Solicitation Source (Transactions) July 1, 2013 - March 31, 2014: 9,508

Development Initiated 5.2% Direct Mail 20.8% EMail 6.0% Other 4.5% Radiothon 43.5% TeleMarketing 20.0% Total: 100.0%


Corporate and Foundation Relations Campaign Progress July 1, 2006 - March 31, 2014: $299,098,557 $45,000,000 $40,000,000 $35,000,000 $30,000,000 Other Organizations Corporate and Corporate Foundations Foundations and Family Foundations

$25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 FY06-07

FY07-08

FY08-09

FY09-10

FY10-11

FY11-12

FY12-13

FY13-14 to date


Corporate and Foundation Relations Campaign Progress Details July 1, 2006 - March 31, 2014: $299,098,557 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

$9,882,752

$39,993,470

FY09-10

$12,562,175

$13,832,568

$10,007,794

$36,402,536

FY10-11

$17,474,952

$12,980,758

$8,557,171

$39,012,881

FY11-12

$13,091,797

$17,468,948

$8,665,840

$39,226,585

FY12-13

$15,902,995

$16,858,451

$8,039,652

$40,801,097

FY13-14

$10,857,770

$9,960,220

$6,247,489

$27,065,478

$109,979,738

$115,108,808

$74,010,011

$299,098,557

Total


Corporate and Foundation Relations FY13-14 Progress Current Fiscal Year July 1, 2013 - March 31, 2014: $27,065,478 Source

Campaign Progress

Corporations and Corporate Foundations Foundations and Family Foundations

$9,960,220 $10,857,770

Other Organizations

$6,247,489

Current FY Total

$27,065,478

Current Fiscal Year Goal

$30,000,000

Progress to Current Fiscal Year Goal

90.2%

Percent of Days into Fiscal Year

74.7%

Total Number of Gifts

3,317


Unrestricted Giving Campaign Progress Report July 1, 2006 - March 31, 2014: $438,798

Campus University Initiatives

Donors

Gifts

774

$438,798


Unrestricted Campaign Giving Analysis by Source (Dollars) July 1, 2006 - March 31, 2014: $438,798

Phone 1.15%

Other 88.00%

EMail Mail 0.02% 7.86%

Online 2.96%


Unrestricted Campaign Giving Analysis by Source (Donors) July 1, 2006 - March 31, 2014: 774 Phone 5.8%

EMail 0.3%

Mail 44.2% Other 39.8%

Online 9.9%


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