UNM Foundation Executive Campaign Report, December 2013

Page 1

Progress Report July 1, 2006 - December 31, 2013: $616,058,676

$675,000,000 $600,000,000 $500,000,000 $400,000,000 $300,000,000 $200,000,000 $100,000,000 $0

$616,058,676


Campaign Opportunity Areas July 1, 2006 - December 31, 2013: $616,058,676

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

Grand Total

Campaign Progress $368,636,770 $35,130,367 $118,639,443 $90,636,431 $3,015,665

$616,058,676


Campaign Analysis by Purpose July 1, 2006 - December 31, 2013: $616,058,676

Endowment 14%

Capital 1%

Deferred 19%

Current 66%


Campaign Analysis by Source July 1, 2006 - December 31, 2013: $616,058,676 Other Organizations 18% Alumni and Friends 42% Foundations 19%

Corporations 21%


Executive Committee Leadership Report July 1, 2006 - December 31, 2013: $616,058,676

Campaign Goal

Campaign Progress

Percentage of Goal

HSC

$248,000,000

$215,882,922

87 %

Main Campus

$226,500,000

$251,190,294

111 %

University Initiatives

$200,500,000

$148,985,461

74 %

Grand Total:

$675,000,000

$616,058,676

91 %

Campus


University Leadership Report July 1, 2006 - December 31, 2013: $616,058,676

Campus

Gifts, 1 Pledges & Deferred

HSC

$163,598,931

$52,283,991

$215,882,922

$248,000,000

87%

Main Campus

$239,809,866

$11,380,428

$251,190,294

$226,500,000

111%

University Initiatives

$117,369,097

$31,616,364

$148,985,461

$200,500,000

74%

Grand Total

$520,777,893

$95,280,783

$616,058,676

$675,000,000

91 %

Private Grants

Totals

Campaign Goal

Percentage of Goal

2

1 Includes cash, gifts-in-kind, bequests, bequest pledges, and annuities. 2 Grants from corporations, foundations and other types of organizations that are not contractual, non-government, and not proprietary.


Campus Development Report July 1, 2006 - December 31, 2013: $616,058,676

Campus

Gifts & Pledges

1

Planned Giving

2

Private 3 Grants

Totals

Totals for FY13-14 to date

HSC

$114,223,701

$49,375,230

$52,283,991

$215,882,922

$17,541,292

Main Campus

$164,121,520

$75,688,346

$11,380,428

$251,190,294

$17,612,013

University Initiatives

$84,949,604

$32,419,493

$31,616,364

$148,985,461

$10,086,266

Grand Total

$363,294,824

$157,483,069

$95,280,783

$616,058,676

$45,239,571

1 Includes cash, gifts-in-kind, and pledges. 2 Includes bequests, bequest pledges, and annuities. 3 Grants from corporations, foundations and other types of organizations that are not contractual, non-government, and not proprietary.


Campaign Table of Gifts July 1, 2006 - December 31, 2013: $616,058,676 # Gifts: GOAL

# Gifts: ACTUAL

$10,000,000 and up

3

2

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

9

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

# Gifts: % Goal Achieved

# Gifts as % of Total

$ Gifts ACTUAL

67 %

0.00 %

$25,173,999

4%

$12,587,000

7

78 %

0.00 %

$45,956,214

7%

$6,565,173

12

12

100 %

0.00 %

$40,870,386

7%

$3,405,865

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

50

67

134 %

0.02 %

$92,593,386

15 %

$1,381,991

$500,000 - $999,999

80

105

131 %

0.04 %

$64,964,346

11 %

$618,708

$250,000 - $499,999

160

216

135 %

0.07 %

$72,335,426

12 %

$334,886

$100,000 - $249,999

400

456

114 %

0.16 %

$67,292,304

11 %

$147,571

$50,000 - $99,999

550

684

124 %

0.24 %

$44,530,255

7%

$65,103

$25,000 - $49,999

800

1,082

135 %

0.38 %

$35,193,411

6%

$32,526

99.09 %

$127,148,950

21 %

$445

Less Than $25,000

285,755

Total:

288,386

$616,058,676

$ Gifts as % of Total

Average Actual Gift $ at Each Level


Fiscal Year Report - Actual vs. Goal July 1, 2006 - December 31, 2013: $616,058,676 100,000,000 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


Campaign Analysis: Actual vs. Goal Current Fiscal Year July 01, 2013 - December 31, 2013: $45,239,571

$32,000,000 $28,000,000 $24,000,000 $20,000,000 Actual Goal

$16,000,000 $12,000,000 $8,000,000 $4,000,000 $0

HSC

Main Campus

University Initiatives


Annual Giving Progress Report July 01, 2013 - December 31, 2013: $1,932,197

Restricted Campus

# of Gifts

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

2,661

$0

0

0

$1,299,428

889

2,661

1,146

1,202

$0

0

0

$165,024

1,146

1,202

372

508

$47,942

428

434

$467,745

791

942

Amount

Donors

$1,299,428

889

Main Campus

$165,024

University Initiatives

$419,804

HSC

Total

Unrestricted

$1,884,255

$47,942

$1,932,197

Total # of Unique Donors *

2,365

428

2,764

Total # of Unique Transactions **

4,365

434

4,798

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 Analysis by Solicitation Source (Dollars) July 01, 2013 - December 31, 2013: $1,932,197

Development Initiated $390,949 Direct Mail $186,603 EMail $13,600 Other $1,183,398 Radiothon $41,608 TeleMarketing $116,039 Total: $1,932,197


Annual Giving Analysis by Solicitation Source (Donors) July 01, 2013 - December 31, 2013: 2,764

Development Initiated 7.3% Direct Mail 32.8% EMail 1.8% Other 7.0% Radiothon 14.7% TeleMarketing 36.3% Total: 100.0%


Annual Giving Analysis by Solicitation Source (Transactions) July 01, 2013 - December 31, 2013: 4,798

Development Initiated 7.0% Direct Mail 20.4% EMail 1.1% Other 6.2% Radiothon 43.1% TeleMarketing 22.1% Total: 100.0%


Corporate and Foundation Relations Campaign Progress July 1, 2006 - December 31, 2013: $290,459,851 $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 - December 31, 2013: $290,459,851 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,163,344

$13,930,030

$11,798,407

$41,891,781

FY07-08

$10,706,265

$13,185,205

$10,809,907

$34,701,377

FY08-09

$13,215,253

$16,892,728

$9,882,752

$39,990,732

FY09-10

$12,560,205

$13,832,618

$10,018,031

$36,410,853

FY10-11

$17,473,032

$12,980,758

$8,583,360

$39,037,150

FY11-12

$13,091,797

$17,479,648

$8,670,373

$39,241,818

FY12-13

$15,902,995

$16,879,161

$8,042,360

$40,824,515

FY13-14

$6,860,239

$7,477,215

$4,024,170

$18,361,623

$105,973,129

$112,657,363

$71,829,359

$290,459,851

Total


Corporate and Foundation Relations Campaign Progress Current Fiscal Year July 01, 2013 - December 31, 2013: $18,361,623 Source

Campaign Progress

Corporations and Corporate Foundations

$7,477,215

Foundations and Family Foundations

$6,860,239

Other Organizations

$4,024,170

Current FY Total

$18,361,623

Current Fiscal Year Goal

$30,000,000

Progress to Current Fiscal Year Goal

61.2%

Percent of Days into Fiscal Year

50.1%

Total Number of Gifts

2,298


Unrestricted Giving Progress Report July 01, 2013 - December 31, 2013: $438,798

Campus University Initiatives

Donors

Gifts

774

$438,798


Unrestricted Giving Analysis by Source (Dollars) July 01, 2013 - December 31, 2013: $438,798

Phone 1.15%

Other 88.00%

EMail Mail 0.02% 7.86%

Online 2.96%


Unrestricted Giving Analysis by Source (Donors) July 01, 2013 - December 31, 2013: 774 Phone 5.8%

EMail 0.3%

Mail 44.2% Other 39.8%

Online 9.9%


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