UNM Foundation Executive Campaign Reports: July 2018

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Campaign Progress Report July 1, 2006 - July 31, 2018: $1,024,313,152 $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

$1,024,313,152


Campaign Progress - Opportunity Areas July 1, 2006 - July 31, 2018: $1,024,313,152 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$591,354,601 $55,644,356

Faculty Support & Research

$199,447,776

Student Success & Opportunity

$173,358,151

Unrestricted

GRAND TOTAL

$4,508,268

$1,024,313,152


Campaign Progress - Analysis by Purpose July 1, 2006 - July 31, 2018: $1,024,313,152 Endowment 13.5%

Capital 0.4%

Deferred 19.3%

Current 66.8%


Campaign Progress - Analysis by Source July 1, 2006 - July 31, 2018: $1,024,313,152 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 20% Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - July 31, 2018: $409,049,953 $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

9 18 -1 FY

8 17 -1 FY

7

6

16 -1 FY

15 -1 FY

5 14 -1 FY

4 13 -1 FY

3 12 -1 FY

2

1

11 -1 FY

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 - July 31, 2018: $615,263,199 $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

9 18 -1

8 FY

17 -1

7 FY

16 -1

6 FY

15 -1

5 FY

14 -1

4 FY

13 -1

3 FY

12 -1

2 FY

11 -1

1 FY

10 -1

0 FY

09 -1

9 FY

08 -0

8 FY

07 -0 FY

FY

06 -0

7

$0


Campaign Progress - Executive Committee Leadership Report July 1, 2006 - July 31, 2018: $1,024,313,152 Campaign Progress

Campaign Goal

% of Goal

HSC

$346,613,263

$350,000,000

99 %

Main Campus

$423,262,225

$400,000,000

106 %

University Initiatives

$254,437,664

$250,000,000

102 %

GRAND TOTAL

$1,024,313,152

$1,000,000,000

102 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - July 31, 2018: $1,024,313,152

Campus

Gifts, 1 Pledges & Deferred

HSC

$242,110,964

$104,502,299

$346,613,263

$350,000,000

99%

Main Campus

$395,418,082

$27,844,143

$423,262,225

$400,000,000

106%

University Initiatives

$198,826,703

$55,610,961

$254,437,664

$250,000,000

102%

GRAND TOTAL

$836,355,749

$187,957,403

$1,024,313,152

$1,000,000,000

102 %

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 - July 31, 2018: $1,024,313,152

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1819 to date

3

Private Grants

HSC

$163,276,943

$78,834,021

$104,502,299

$346,613,263

$3,078,354

Main Campus

$274,722,536

$120,695,546

$27,844,143

$423,262,225

$5,799,650

University Initiatives

$133,828,430

$64,998,272

$55,610,961

$254,437,664

$588,963

$571,827,909

$264,527,840

$187,957,403

$1,024,313,152

$9,466,967

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 - July 31, 2018: $1,024,313,152 # Gifts GOAL

# Gifts ACTUAL

% Goal Achieved

$ Gifts ACTUAL

3

2

67 %

$25,173,999

2%

$12,587,000

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

10

11

110 %

$70,483,063

7%

$6,407,551

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

15

20

133 %

$64,273,788

6%

$3,213,689

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

80

118

148 %

$170,855,889

17 %

$1,447,931

$500,000 - $999,999

125

181

145 %

$116,675,719

11 %

$644,617

$250,000 - $499,999

270

369

137 %

$124,727,026

12 %

$338,014

$100,000 - $249,999

560

808

144 %

$118,466,846

12 %

$146,617

$50,000 - $99,999

800

1,180

148 %

$76,233,224

7%

$64,604

$25,000 - $49,999

1,300

1,730

133 %

$55,772,687

5%

$32,239

Less than $25,000

N/A

431,760

N/A

$201,650,913

20 %

$467

$10,000,000 and more

GRAND TOTAL

436,179

Note: 44% of campaign total from 332 transactions of $500,000 and greater

$1,024,313,152

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - July 31, 2018: $1,024,313,152 $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 FY1718 FY1819


Campaign Progress - Unrestricted Giving July 1, 2006 - July 31, 2018: $4,083,268

Campus

University Initiatives

Donors

Gifts

6,126

$4,083,268


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - July 31, 2018: $4,083,268

Alumni 58.7% Corporations 4.5% Foundations 12.0% Friends 14.3% Other Organizations 10.6% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - July 31, 2018: 6,126

Alumni 85.5% Corporations 2.9% Foundations 0.3% Friends 9.2% Other Organizations 2.1% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2018 - July 31, 2018: $9,466,967 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

Actual Goal

$29,500,000

$27,250,000

$23,250,000

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

$5,799,650

$3,078,354

$588,963

HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2018 - July 31, 2018: $65,772 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$43,060

324

338

$0

0

0

$43,060

324

338

Main Campus

$11,059

79

80

$0

0

0

$11,059

79

80

University Initiatives

$11,303

41

45

$350

4

4

$11,653

45

49

Grand Total

$65,422

$350

$65,772

Total # of Unique Donors *

441

4

445

Total # of Unique Transactions **

463

4

467

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

* 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, 2018 - July 31, 2018: $65,772

Development Initiated 50.4% Direct Mail 22.9% EMail 16.2% Other 9.7% TeleMarketing 0.8% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2018 - July 31, 2018: 445

Development Initiated 14.1% Direct Mail 13.7% EMail 8.1% Other 61.2% TeleMarketing 2.9% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2018 - July 31, 2018: 467

Development Initiated 16.3% Direct Mail 13.5% EMail 7.7% Other 59.7% TeleMarketing 2.8% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - July 31, 2018: $517,988,783 $70,000,000 $60,000,000 $50,000,000 $40,000,000

Corporations Foundations Other Organizations

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

9 18 -1

8 FY

17 -1

7 FY

16 -1

6 FY

15 -1

5 FY

14 -1

4 FY

13 -1

3 FY

12 -1

2 FY

11 -1

1 FY

10 -1

0 FY

09 -1

9 FY

08 -0

8 FY

07 -0 FY

FY

06 -0

7

$0


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - July 31, 2018: $517,988,783 Corporations

Foundations

Other Organizations

Total

FY06-07

$12,076,538

$16,323,538

$13,230,245

$41,630,321

FY07-08

$11,552,120

$10,578,145

$12,059,007

$34,189,272

FY08-09

$13,683,555

$13,130,174

$12,852,017

$39,665,745

FY09-10

$10,655,764

$13,135,853

$12,369,396

$36,161,012

FY10-11

$10,580,256

$16,987,532

$11,386,378

$38,954,166

FY11-12

$14,916,457

$13,534,041

$11,240,753

$39,691,251

FY12-13

$14,646,357

$15,669,371

$9,986,543

$40,302,271

FY13-14

$18,007,869

$22,198,080

$10,353,675

$50,559,625

FY14-15

$14,775,916

$21,427,001

$12,308,295

$48,511,211

FY15-16

$14,365,916

$15,423,929

$11,661,756

$41,451,601

FY16-17

$32,453,769

$21,108,184

$11,158,278

$64,720,231

FY17-18

$13,341,413

$13,069,197

$11,439,182

$37,849,792

FY18-19

$2,614,452

$1,182,289

$505,544

$4,302,284

$183,670,382

$193,767,333

$140,551,068

$517,988,783

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2018 - July 31, 2018: $4,302,284 Source

Progress

Corporations

$2,614,452

Foundations

$1,182,289

Other Organizations Current FY Total Current Fiscal Year Goal Progress to Current Fiscal Year Goal Percent of Days into Fiscal Year Total Number of Gifts

$505,544 $4,302,284 $35,000,000 12.3% 8.2% 236


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