UNM Foundation, Executive Campaign Reports January 2014

Page 1

Progress Report July 1, 2006 - January 31, 2014: $621,575,822

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

$621,575,822


Campaign Opportunity Areas July 1, 2006 - January 31, 2014: $621,575,822

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

Grand Total

Campaign Progress $372,339,923 $35,389,633 $119,169,394 $91,673,993 $3,002,878

$621,575,822


Campaign Analysis by Purpose July 1, 2006 - January 31, 2014: $621,575,822

Endowment 14%

Capital 1%

Deferred 19%

Current 66%


Campaign Analysis by Source July 1, 2006 - January 31, 2014: $621,575,822 Other Organizations 18% Alumni and Friends 42% Foundations 19%

Corporations 21%


Executive Committee Leadership Report July 1, 2006 - January 31, 2014: $621,575,822

Campaign Goal

Campaign Progress

Percentage of Goal

HSC

$248,000,000

$217,186,687

88 %

Main Campus

$226,500,000

$253,064,531

112 %

University Initiatives

$200,500,000

$151,324,604

75 %

Grand Total:

$675,000,000

$621,575,822

92 %

Campus


University Leadership Report July 1, 2006 - January 31, 2014: $621,575,822

Campus

Gifts, 1 Pledges & Deferred

HSC

$164,436,525

$52,750,161

$217,186,687

$248,000,000

88%

Main Campus

$241,407,250

$11,657,281

$253,064,531

$226,500,000

112%

University Initiatives

$117,975,467

$33,349,137

$151,324,604

$200,500,000

75%

Grand Total

$523,819,242

$97,756,580

$621,575,822

$675,000,000

92 %

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 - January 31, 2014: $621,575,822

Campus

Gifts & Pledges

1

Planned Giving

2

Private 3 Grants

Totals

Totals for FY13-14 to date

HSC

$114,771,045

$49,665,480

$52,750,161

$217,186,687

$18,845,057

Main Campus

$164,739,123

$76,668,127

$11,657,281

$253,064,531

$19,486,250

University Initiatives

$85,555,372

$32,420,095

$33,349,137

$151,324,604

$12,425,410

Grand Total

$365,065,541

$158,753,701

$97,756,580

$621,575,822

$50,756,716

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 - January 31, 2014: $621,575,822 # 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

107

134 %

0.04 %

$66,752,177

11 %

$623,852

$250,000 - $499,999

160

221

138 %

0.08 %

$73,875,378

12 %

$334,278

$100,000 - $249,999

400

460

115 %

0.16 %

$67,843,504

11 %

$147,486

$50,000 - $99,999

550

689

125 %

0.24 %

$44,831,001

7%

$65,067

$25,000 - $49,999

800

1,091

136 %

0.38 %

$35,507,620

6%

$32,546

99.09 %

$128,172,157

21 %

$445

Less Than $25,000

288,083

Total:

290,739

$621,575,822

$ Gifts as % of Total

Average Actual Gift $ at Each Level


Campaign Analysis: Actual vs. Goal July 1, 2006 - January 31, 2014: $621,575,822 100,000,000 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 01, 2013 - January 31, 2014: $50,756,716

$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 - January 31, 2014: $2,119,833

Restricted Campus

# of Gifts

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

3,044

$0

0

0

$1,357,545

970

3,044

1,261

1,320

$0

0

0

$181,056

1,261

1,320

407

582

$51,097

469

478

$581,232

864

1,059

Amount

Donors

$1,357,545

970

Main Campus

$181,056

University Initiatives

$530,135

HSC

Total

Unrestricted

$2,068,736

$51,097

$2,119,833

Total # of Unique Donors *

2,594

469

3,030

Total # of Unique Transactions **

4,938

478

5,414

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 - January 31, 2014: $2,119,833

Development Initiated $435,699 Direct Mail $198,823 EMail $14,470 Other $1,293,404 Radiothon $47,003 TeleMarketing $130,434 Total: $2,119,833


Annual Giving Analysis by Solicitation Source (Donors) July 01, 2013 - January 31, 2014: 3,030

Development Initiated 7.1% Direct Mail 31.8% EMail 1.9% Other 7.5% Radiothon 13.5% TeleMarketing 38.2% Total: 100.0%


Annual Giving Analysis by Solicitation Source (Transactions) July 01, 2013 - January 31, 2014: 5,414

Development Initiated 7.1% Direct Mail 19.2% EMail 1.1% Other 6.7% Radiothon 43.3% TeleMarketing 22.5% Total: 100.0%


Corporate and Foundation Relations Campaign Progress July 1, 2006 - January 31, 2014: $293,811,081 $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 - January 31, 2014: $293,811,081 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,163,344

$13,929,930

$11,798,407

$41,891,681

FY07-08

$10,706,265

$13,185,205

$10,809,907

$34,701,377

FY08-09

$13,216,641

$16,892,728

$9,882,752

$39,992,120

FY09-10

$12,560,205

$13,832,568

$10,018,031

$36,410,803

FY10-11

$17,473,032

$12,980,758

$8,583,360

$39,037,150

FY11-12

$13,091,797

$17,468,948

$8,670,373

$39,231,118

FY12-13

$15,902,995

$16,858,451

$8,042,360

$40,803,805

FY13-14

$7,910,446

$8,967,112

$4,865,468

$21,743,026

$107,024,724

$114,115,700

$72,670,657

$293,811,081

Total


Corporate and Foundation Relations Campaign Progress Current Fiscal Year July 01, 2013 - January 31, 2014: $21,743,026 Source

Campaign Progress

Corporations and Corporate Foundations

$8,967,112

Foundations and Family Foundations

$7,910,446

Other Organizations

$4,865,468

Current FY Total

$21,743,026

Current Fiscal Year Goal

$30,000,000

Progress to Current Fiscal Year Goal

72.5%

Percent of Days into Fiscal Year

58.6%

Total Number of Gifts

2,628


Unrestricted Giving Progress Report July 01, 2013 - January 31, 2014: $438,798

Campus University Initiatives

Donors

Gifts

774

$438,798


Unrestricted Giving Analysis by Source (Dollars) July 01, 2013 - January 31, 2014: $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 - January 31, 2014: 774 Phone 5.8%

EMail 0.3%

Mail 44.2% Other 39.8%

Online 9.9%


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