UNM Foundation Executive Campaign Reports: September 2018

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Campaign Progress Report July 1, 2006 - September 30, 2018: $1,038,458,078 $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

$1,038,458,078


Campaign Progress - Opportunity Areas July 1, 2006 - September 30, 2018: $1,038,458,078 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$600,937,362 $55,840,559

Faculty Support & Research

$200,758,018

Student Success & Opportunity

$176,354,368

Unrestricted

GRAND TOTAL

$4,567,772

$1,038,458,078


Campaign Progress - Analysis by Purpose July 1, 2006 - September 30, 2018: $1,038,458,078 Endowment 13.5%

Capital 0.4%

Deferred 19.6%

Current 66.6%


Campaign Progress - Analysis by Source July 1, 2006 - September 30, 2018: $1,038,458,078 Other Organizations

Alumni 20%

22%

Corporations 19%

Friends 20% Foundations 19%


Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - September 30, 2018: $417,265,150 $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 - September 30, 2018: $621,192,929 $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 - September 30, 2018: $1,038,458,078 Campaign Progress

Campaign Goal

% of Goal

HSC

$352,079,609

$350,000,000

101 %

Main Campus

$428,983,798

$400,000,000

107 %

University Initiatives

$257,394,672

$250,000,000

103 %

GRAND TOTAL

$1,038,458,078

$1,000,000,000

104 %

Campus


Campaign Progress - University Leadership Report July 1, 2006 - September 30, 2018: $1,038,458,078

Campus

Gifts, 1 Pledges & Deferred

HSC

$246,745,254

$105,334,355

$352,079,609

$350,000,000

101%

Main Campus

$400,711,106

$28,272,692

$428,983,798

$400,000,000

107%

University Initiatives

$200,301,023

$57,093,649

$257,394,672

$250,000,000

103%

GRAND TOTAL

$847,757,383

$190,700,696

$1,038,458,078

$1,000,000,000

104 %

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 - September 30, 2018: $1,038,458,078

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1819 to date

3

Private Grants

HSC

$164,110,078

$82,635,176

$105,334,355

$352,079,609

$8,544,699

Main Campus

$276,824,494

$123,886,612

$28,272,692

$428,983,798

$11,521,223

University Initiatives

$135,084,396

$65,216,626

$57,093,649

$257,394,672

$3,545,970

$576,018,968

$271,738,414

$190,700,696

$1,038,458,078

$23,611,893

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 - September 30, 2018: $1,038,458,078 # 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

122

153 %

$175,355,889

17 %

$1,437,343

$500,000 - $999,999

125

184

147 %

$118,797,888

11 %

$645,641

$250,000 - $499,999

270

373

138 %

$126,038,213

12 %

$337,904

$100,000 - $249,999

560

825

147 %

$121,120,255

12 %

$146,812

$50,000 - $99,999

800

1,198

150 %

$77,414,439

7%

$64,620

$25,000 - $49,999

1,300

1,744

134 %

$56,175,481

5%

$32,211

Less than $25,000

N/A

435,665

N/A

$203,625,063

20 %

$467

$10,000,000 and more

GRAND TOTAL

440,144

Note: 44% of campaign total from 339 transactions of $500,000 and greater

$1,038,458,078

$ Gifts as % of Total

Average Actual Gift $


Campaign Progress - Actual vs. Goal July 1, 2006 - September 30, 2018: $1,038,458,078 $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 - September 30, 2018: $4,142,772

Campus

University Initiatives

Donors

Gifts

6,129

$4,142,772


Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - September 30, 2018: $4,142,772

Alumni 57.9% Corporations 4.4% Foundations 13.0% Friends 14.1% Other Organizations 10.6% Total: 100.0%


Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - September 30, 2018: 6,129

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 - September 30, 2018: $23,611,893 $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

$11,521,223

$8,544,699

$3,545,970

$0 HSC

Main Campus

University Initiatives


Fiscal Year Progress - Annual Giving July 1, 2018 - September 30, 2018: $481,557 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$320,718

384

1,013

$0

0

0

$320,718

384

1,013

$19,959

101

197

$0

0

0

$19,959

101

197

$139,451

102

166

$1,430

12

13

$140,881

114

179

Main Campus University Initiatives

Grand Total Total # of Unique Donors * Total # of Unique Transactions **

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$480,127

$1,430

$481,557

584

12

595

1,376

13

1,389

* 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 - September 30, 2018: $481,557

Development Initiated 86.0% Direct Mail 5.6% EMail 4.4% Other 3.7% TeleMarketing 0.3% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2018 - September 30, 2018: 595

Development Initiated 25.6% Direct Mail 14.2% EMail 10.7% Other 46.7% TeleMarketing 2.7% Total: 100.0%


Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2018 - September 30, 2018: 1,389

Development Initiated 22.3% Direct Mail 10.7% EMail 7.3% Other 57.2% TeleMarketing 2.4% Total: 100.0%


Campaign Progress - Corporate and Foundation Activity July 1, 2006 - September 30, 2018: $521,704,837 $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 - September 30, 2018: $521,704,837 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

$3,232,035

$2,762,067

$2,024,236

$8,018,339

$184,287,966

$195,347,112

$142,069,760

$521,704,837

Total


Fiscal Year - Corporate and Foundation Activity July 1, 2018 - September 30, 2018: $8,018,339 Source

Progress

Corporations

$3,232,035

Foundations

$2,762,067

Other Organizations

$2,024,236

Current FY Total

$8,018,339

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

22.9%

Percent of Days into Fiscal Year

24.9%

Total Number of Gifts

793


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