UNM Foundation Executive Campaign Reports: December 2016

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Campaign Progress Report July 1, 2006 - December 31, 2016: $878,427,450 $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

$878,427,450


Campaign Progress - Opportunity Areas July 1, 2006 - December 31, 2016: $878,427,450 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$512,482,643 $50,359,439

Faculty Support & Research

$167,641,606

Student Success & Opportunity

$144,230,921

Unrestricted

GRAND TOTAL

$3,712,841

$878,427,450


Campaign Progress - Analysis by Purpose July 1, 2006 - December 31, 2016: $878,427,450 Endowment 13.3%

Capital 0.5%

Deferred 19.3%

Current 66.9%


Campaign Progress - Analysis by Source July 1, 2006 - December 31, 2016: $878,427,450 Other Organizations

18% Alumni and Friends 41%

Foundations 20%

Corporations 21%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - December 31, 2016: $356,010,682 $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

7 16 -1 FY

6 15 -1 FY

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


Campaign Progress - Analysis by Source (Organizations) July 1, 2006 - December 31, 2016: $522,416,768 $70,000,000 $60,000,000 $50,000,000 $40,000,000

Other Organizations Foundations Corporations

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

7 16 -1 FY

6 15 -1 FY

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


Campaign Progress - Executive Committee Leadership Report July 1, 2006 - December 31, 2016: $878,427,450 Campaign Progress

Campaign Goal

% of Goal

HSC

$303,640,918

$350,000,000

87 %

Main Campus

$354,706,077

$400,000,000

89 %

University Initiatives

$220,080,456

$250,000,000

88 %

GRAND TOTAL

$878,427,450

$1,000,000,000

88 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - December 31, 2016: $878,427,450

Campus

Gifts, 1 Pledges & Deferred

HSC

$220,154,840

$83,486,078

$303,640,918

$350,000,000

87%

Main Campus

$333,221,399

$21,484,678

$354,706,077

$400,000,000

89%

University Initiatives

$172,155,194

$47,925,262

$220,080,456

$250,000,000

88%

GRAND TOTAL

$725,531,433

$152,896,018

$878,427,450

$1,000,000,000

88 %

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 - December 31, 2016: $878,427,450

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1617 to date

3

Private Grants

HSC

$151,489,265

$68,665,575

$83,486,078

$303,640,918

$19,664,888

Main Campus

$230,703,566

$102,517,832

$21,484,678

$354,706,077

$14,627,637

University Initiatives

$120,814,071

$51,341,124

$47,925,262

$220,080,456

$7,951,106

$503,006,902

$222,524,531

$152,896,018

$878,427,450

$42,243,630

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 - December 31, 2016: $878,427,450 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

3%

$12,587,000

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

10

9

90 %

$58,636,303

7%

$6,515,145

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

15

15

100 %

$49,370,386

6%

$3,291,359

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

80

103

129 %

$147,910,553

17 %

$1,436,025

$500,000 - $999,999

125

153

122 %

$98,873,647

11 %

$646,233

$250,000 - $499,999

270

313

116 %

$106,040,998

12 %

$338,789

$100,000 - $249,999

560

695

124 %

$101,463,944

12 %

$145,991

$50,000 - $99,999

800

989

124 %

$64,314,971

7%

$65,030

$25,000 - $49,999

1,300

1,512

116 %

$48,675,860

6%

$32,193

Less than $25,000

N/A

385,513

N/A

$177,966,789

20 %

$462

$10,000,000 and more

GRAND TOTAL

389,304

Note: 43% of campaign total from 282 transactions of $500,000 and greater

$878,427,450

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - December 31, 2016: $878,427,450 $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

FY1516

FY1617


Campaign Progress - Unrestricted Giving July 1, 2006 - December 31, 2016: $3,707,841

Campus

University Initiatives

Donors

Gifts

5,847

$3,707,841


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - December 31, 2016: $3,707,841

Alumni and Friends 73.3% Corporations 7.2% Foundations 10.7% Other Organizations 8.7% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - December 31, 2016: 5,847

Alumni and Friends 95.3% Corporations 2.3% Foundations 0.8% Other Organizations 1.6% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2016 - December 31, 2016: $42,243,630 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

Actual Goal

$30,700,000 $25,450,000

$12,000,000

$23,850,000

$19,664,888

$8,000,000

$14,627,637

$4,000,000

$7,951,106

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2016 - December 31, 2016: $871,591 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$110,373

218

257

$0

0

0

$110,373

218

257

Main Campus

$182,777

500

571

$0

0

0

$182,777

500

571

University Initiatives

$535,655

509

730

$42,787

393

432

$578,441

892

1,162

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$828,805

$42,787

$871,591

Total # of Unique Donors *

1,190

393

1,560

Total # of Unique Transactions **

1,557

432

1,989

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.


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Dollars) July 1, 2016 - December 31, 2016: $871,591

Development Initiated 55.9% Direct Mail 19.4% EMail 9.5% Other 6.6% TeleMarketing 8.6% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2016 - December 31, 2016: 1,560

Development Initiated 20.1% Direct Mail 32.6% EMail 15.8% Other 0.7% TeleMarketing 30.9% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2016 - December 31, 2016: 1,989

Development Initiated 25.8% Direct Mail 29.1% EMail 14.8% Other 1.9% TeleMarketing 28.3% Total: 100.0%


Corporate and Foundation Activity July 1, 2006 - December 31, 2016: $446,715,257 $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

7 16 -1 FY

6 15 -1 FY

5 14 -1 FY

4 13 -1 FY

3

2

12 -1 FY

1

11 -1 FY

0

10 -1 FY

09 -1 FY

9 08 -0 FY

8 07 -0 FY

FY

06 -0

7

$0


Corporate and Foundation Activity July 1, 2006 - December 31, 2016: $446,715,257 Foundations and Family Foundations

Corporate and Corporate Foundations

Other Organizations

Total

FY06-07

$16,112,672

$13,758,915

$11,718,077

$41,589,664

FY07-08

$10,665,962

$13,001,884

$10,672,902

$34,340,748

FY08-09

$13,222,777

$16,684,165

$9,795,568

$39,702,509

FY09-10

$12,525,164

$13,779,877

$9,986,432

$36,291,473

FY10-11

$17,442,242

$13,017,973

$8,508,973

$38,969,188

FY11-12

$13,189,963

$17,583,452

$8,648,568

$39,421,983

FY12-13

$15,721,255

$16,962,097

$7,965,236

$40,648,588

FY13-14

$22,239,825

$20,432,349

$8,259,202

$50,931,376

FY14-15

$21,675,543

$17,395,414

$9,875,901

$48,946,858

FY15-16

$15,092,136

$17,058,602

$9,454,963

$41,605,702

FY16-17

$7,995,527

$21,458,427

$4,813,214

$34,267,168

$165,883,066

$181,133,156

$99,699,035

$446,715,257

Total


Corporate and Foundation Activity Fiscal Year July 1, 2016 - December 31, 2016: $34,267,168 Source

Progress

Corporations and Corporate Foundations

$21,458,427

Foundations and Family Foundations

$7,995,527

Other Organizations

$4,813,214

Current FY Total

$34,267,168

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

97.9%

Percent of Days into Fiscal Year

50.1%

Total Number of Gifts

2,099


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