UNM Foundation Executive Campaign Reports: June 2018

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Campaign Progress Report July 1, 2006 - June 30, 2018: $1,014,846,185 $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

$1,014,846,185


Campaign Progress - Opportunity Areas July 1, 2006 - June 30, 2018: $1,014,846,185 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$585,238,462 $55,588,461

Faculty Support & Research

$196,529,396

Student Success & Opportunity

$172,984,243

Unrestricted

GRAND TOTAL

$4,505,623

$1,014,846,185


Campaign Progress - Analysis by Purpose July 1, 2006 - June 30, 2018: $1,014,846,185 Endowment 13.6%

Capital 0.4%

Deferred 19.0%

Current 66.9%


Campaign Progress - Analysis by Source July 1, 2006 - June 30, 2018: $1,014,846,185 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 20% Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - June 30, 2018: $404,123,016 $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

8 17 -1 FY

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 - June 30, 2018: $610,723,169 $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

8 17 -1 FY

7 16 -1 FY

6 15 -1 FY

5

4

14 -1 FY

3

13 -1 FY

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 - June 30, 2018: $1,014,846,185 Campaign Progress

Campaign Goal

% of Goal

HSC

$343,534,910

$350,000,000

98 %

Main Campus

$417,462,600

$400,000,000

104 %

University Initiatives

$253,848,676

$250,000,000

102 %

GRAND TOTAL

$1,014,846,185

$1,000,000,000

101 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - June 30, 2018: $1,014,846,185

Campus

Gifts, 1 Pledges & Deferred

HSC

$241,838,290

$101,696,619

$343,534,910

$350,000,000

98%

Main Campus

$390,274,055

$27,188,545

$417,462,600

$400,000,000

104%

University Initiatives

$198,425,215

$55,423,461

$253,848,676

$250,000,000

102%

GRAND TOTAL

$830,537,560

$184,308,625

$1,014,846,185

$1,000,000,000

101 %

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 - June 30, 2018: $1,014,846,185

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$163,004,269

$78,834,021

$101,696,619

$343,534,910

$27,944,342

Main Campus

$274,056,394

$116,217,660

$27,188,545

$417,462,600

$35,147,231

University Initiatives

$133,427,064

$64,998,151

$55,423,461

$253,848,676

$24,140,861

$570,487,727

$260,049,833

$184,308,625

$1,014,846,185

$87,232,434

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 - June 30, 2018: $1,014,846,185 # 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

19

127 %

$60,069,788

6%

$3,161,568

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

80

117

146 %

$168,605,889

17 %

$1,441,076

$500,000 - $999,999

125

180

144 %

$116,090,816

11 %

$644,949

$250,000 - $499,999

270

369

137 %

$124,727,026

12 %

$338,014

$100,000 - $249,999

560

804

144 %

$117,857,191

12 %

$146,589

$50,000 - $99,999

800

1,170

146 %

$75,618,014

7%

$64,631

$25,000 - $49,999

1,300

1,723

133 %

$55,545,158

5%

$32,237

Less than $25,000

N/A

429,833

N/A

$200,675,242

20 %

$467

$10,000,000 and more

GRAND TOTAL

434,228

Note: 43% of campaign total from 329 transactions of $500,000 and greater

$1,014,846,185

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - June 30, 2018: $1,014,846,185 $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


Campaign Progress - Unrestricted Giving July 1, 2006 - June 30, 2018: $4,080,623

Campus

University Initiatives

Donors

Gifts

6,124

$4,080,623


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - June 30, 2018: $4,080,623

Alumni 58.7% Corporations 4.9% Foundations 11.5% Friends 14.3% Other Organizations 10.6% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - June 30, 2018: 6,124

Alumni 85.7% Corporations 2.9% Foundations 0.3% Friends 9.2% Other Organizations 1.9% Total: 100.0%


Fiscal Year Progress - Actual vs. Goal July 1, 2017 - June 30, 2018: $87,232,434 $40,000,000 $35,000,000 $30,000,000 $25,000,000 Actual Goal

$20,000,000 $35,147,231

$15,000,000

$27,944,342

$25,350,000

$29,100,000 $24,140,861

$25,550,000

$10,000,000 $5,000,000 $0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2017 - June 30, 2018: $1,838,246 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$317,270

709

1,301

$0

0

0

$317,270

709

1,301

Main Campus

$658,078

1,426

2,313

$0

0

0

$658,078

1,426

2,313

University Initiatives

$775,961

674

1,684

$86,937

494

582

$862,897

1,138

2,266

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$1,751,310

$86,937

$1,838,246

Total # of Unique Donors *

2,686

494

3,083

Total # of Unique Transactions **

5,296

582

5,878

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, 2017 - June 30, 2018: $1,838,246

Development Initiated 37.1% Direct Mail 40.7% EMail 15.0% Other 0.0% TeleMarketing 7.1% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - June 30, 2018: 3,083

Development Initiated 9.9% Direct Mail 46.5% EMail 16.8% Other 0.1% TeleMarketing 26.8% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - June 30, 2018: 5,878

Development Initiated 12.5% Direct Mail 44.2% EMail 22.8% Other 0.0% TeleMarketing 20.4% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - June 30, 2018: $515,447,527 $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

8 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 - June 30, 2018: $515,447,527 Corporations

Foundations

Other Organizations

Total

FY06-07

$12,110,409

$16,323,113

$13,254,590

$41,688,111

FY07-08

$11,631,146

$10,574,520

$12,092,345

$34,298,010

FY08-09

$14,894,474

$13,128,024

$11,872,339

$39,894,837

FY09-10

$10,724,136

$13,080,191

$12,415,048

$36,219,375

FY10-11

$10,724,974

$16,927,275

$11,369,058

$39,021,307

FY11-12

$14,949,427

$13,274,474

$11,287,303

$39,511,203

FY12-13

$14,807,417

$15,644,371

$10,124,064

$40,575,852

FY13-14

$18,068,657

$22,141,480

$10,597,346

$50,807,483

FY14-15

$14,842,955

$21,368,367

$12,484,376

$48,695,698

FY15-16

$14,530,429

$15,321,916

$11,763,488

$41,615,832

FY16-17

$32,576,359

$20,987,184

$11,416,875

$64,980,418

FY17-18

$13,565,238

$12,859,197

$11,714,965

$38,139,401

$183,425,619

$191,630,112

$140,391,796

$515,447,527

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2018 - June 30, 2018: $38,139,401 Source

Progress

Corporations

$13,565,238

Foundations

$12,859,197

Other Organizations

$11,714,965

Current FY Total

$38,139,401

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

$35,000,000 109.0% 99.7% 4,511


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