UNM Foundation Executive Campaign Reports, February 2014

Page 1

Progress Report July 1, 2006 - February 28, 2014: $624,550,879

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

$624,550,879


Campaign Opportunity Areas July 1, 2006 - February 28, 2014: $624,550,879

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

Grand Total

Campaign Progress $374,873,237 $35,503,661 $119,246,836 $91,918,919 $3,008,227

$624,550,879


Campaign Analysis by Purpose July 1, 2006 - February 28, 2014: $624,550,879

Endowment 14%

Capital 1%

Deferred 19%

Current 66%


Campaign Analysis by Source July 1, 2006 - February 28, 2014: $624,550,879 Other Organizations 19% Alumni and Friends 41% Foundations 19%

Corporations 21%


Executive Committee Leadership Report July 1, 2006 - February 28, 2014: $624,550,879

Campaign Goal

Campaign Progress

Percentage of Goal

HSC

$248,000,000

$218,581,208

88 %

Main Campus

$226,500,000

$253,399,957

112 %

University Initiatives

$200,500,000

$152,569,714

76 %

Grand Total:

$675,000,000

$624,550,879

93 %

Campus


University Leadership Report July 1, 2006 - February 28, 2014: $624,550,879

Campus

Gifts, 1 Pledges & Deferred

HSC

$164,883,338

$53,697,870

$218,581,208

$248,000,000

88%

Main Campus

$241,725,397

$11,674,560

$253,399,957

$226,500,000

112%

University Initiatives

$118,843,965

$33,725,749

$152,569,714

$200,500,000

76%

Grand Total

$525,452,700

$99,098,179

$624,550,879

$675,000,000

93 %

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 - February 28, 2014: $624,550,879

Campus

Gifts & Pledges

1

Planned Giving

2

Private 3 Grants

Totals

Totals for FY13-14 to date

HSC

$115,057,859

$49,825,480

$53,697,870

$218,581,208

$20,239,579

Main Campus

$165,056,758

$76,668,639

$11,674,560

$253,399,957

$19,821,675

University Initiatives

$86,423,434

$32,420,531

$33,725,749

$152,569,714

$13,670,520

Grand Total

$366,538,050

$158,914,650

$99,098,179

$624,550,879

$53,731,774

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 - February 28, 2014: $624,550,879 # 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

108

135 %

0.04 %

$67,383,352

11 %

$623,920

$250,000 - $499,999

160

222

139 %

0.08 %

$74,368,326

12 %

$334,992

$100,000 - $249,999

400

463

116 %

0.16 %

$68,222,692

11 %

$147,349

$50,000 - $99,999

550

693

126 %

0.24 %

$45,109,746

7%

$65,093

$25,000 - $49,999

800

1,100

138 %

0.37 %

$35,801,662

6%

$32,547

99.09 %

$129,071,116

21 %

$444

Less Than $25,000

290,823

Total:

293,497

$624,550,879

$ Gifts as % of Total

Average Actual Gift $ at Each Level


Campaign Analysis: Actual vs. Goal July 1, 2006 - February 28, 2014: $624,550,879 100,000,000 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 - February 28, 2014: $53,731,774

$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 - February 28, 2014: $2,919,215

Restricted Campus

# of Gifts

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

4,315

$0

0

0

$1,781,096

1,843

4,315

2,079

2,377

$0

0

0

$452,817

2,079

2,377

601

849

$79,706

644

666

$685,303

1,222

1,514

Amount

Donors

$1,781,096

1,843

Main Campus

$452,817

University Initiatives

$605,596

HSC

Total

Unrestricted

$2,839,509

$79,706

$2,919,215

Total # of Unique Donors *

4,424

644

5,002

Total # of Unique Transactions **

7,532

666

8,195

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 - February 28, 2014: $2,919,215

Development Initiated $458,359 Direct Mail $486,813 EMail $125,946 Other $1,523,723 Radiothon $107,822 TeleMarketing $216,552 Total: $2,919,215


Annual Giving Analysis by Solicitation Source (Donors) July 01, 2013 - February 28, 2014: 5,002

Development Initiated 4.9% Direct Mail 31.0% EMail 9.9% Other 4.5% Radiothon 17.9% TeleMarketing 31.8% Total: 100.0%


Annual Giving Analysis by Solicitation Source (Transactions) July 01, 2013 - February 28, 2014: 8,195

Development Initiated 5.6% Direct Mail 23.4% EMail 6.7% Other 4.7% Radiothon 38.5% TeleMarketing 21.1% Total: 100.0%


Corporate and Foundation Relations Campaign Progress July 1, 2006 - February 28, 2014: $296,298,451 $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 - February 28, 2014: $296,298,451 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

$10,809,907

$34,703,402

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

$9,465,284

$9,310,228

$5,490,860

$24,266,372

$108,587,253

$114,458,816

$73,252,382

$296,298,451

Total


Corporate and Foundation Relations Campaign Progress Current Fiscal Year July 01, 2013 - February 28, 2014: $24,266,372 Source

Campaign Progress

Corporations and Corporate Foundations

$9,310,228

Foundations and Family Foundations

$9,465,284

Other Organizations

$5,490,860

Current FY Total

$24,266,372

Current Fiscal Year Goal

$30,000,000

Progress to Current Fiscal Year Goal

80.9%

Percent of Days into Fiscal Year

66.3%

Total Number of Gifts

2,898


Unrestricted Giving Progress Report July 01, 2013 - February 28, 2014: $438,798

Campus University Initiatives

Donors

Gifts

774

$438,798


Unrestricted Giving Analysis by Source (Dollars) July 01, 2013 - February 28, 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 - February 28, 2014: 774 Phone 5.8%

EMail 0.3%

Mail 44.2% Other 39.8%

Online 9.9%


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