UNM Foundation Executive Campaign Reports: November 2017

Campaign Progress Report July 1, 2006 - November 30, 2017: $960,507,125 $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

$960,507,125

Campaign Progress - Opportunity Areas July 1, 2006 - November 30, 2017: $960,507,125 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$562,464,077 $52,478,123

Faculty Support & Research

$182,597,045

Student Success & Opportunity

$158,603,435

Unrestricted

GRAND TOTAL

$4,364,444

$960,507,125

Campaign Progress - Analysis by Purpose July 1, 2006 - November 30, 2017: $960,507,125 Endowment 12.9%

Capital 0.4%

Deferred 19.2%

Current 67.5%

Campaign Progress - Analysis by Source July 1, 2006 - November 30, 2017: $960,507,125 Other Organizations

Alumni 20%

21%

Corporations 20%

Friends 20%

Foundations 19%

Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - November 30, 2017: $382,937,845 $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 - November 30, 2017: $577,569,280 $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 - November 30, 2017: $960,507,125 Campaign Progress

Campaign Goal

% of Goal

HSC

$328,655,923

$350,000,000

94 %

Main Campus

$394,821,873

$400,000,000

99 %

University Initiatives

$237,029,329

$250,000,000

95 %

GRAND TOTAL

$960,507,125

$1,000,000,000

96 %

Campus

Campaign Progress - University Leadership Report July 1, 2006 - November 30, 2017: $960,507,125

Campus

Gifts, 1 Pledges & Deferred

HSC

$233,605,638

$95,050,284

$328,655,923

$350,000,000

94%

Main Campus

$369,002,898

$25,818,975

$394,821,873

$400,000,000

99%

University Initiatives

$184,627,290

$52,402,039

$237,029,329

$250,000,000

95%

GRAND TOTAL

$787,235,827

$173,271,298

$960,507,125

$1,000,000,000

96 %

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 - November 30, 2017: $960,507,125

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1718 to date

3

Private Grants

HSC

$157,389,057

$76,216,582

$95,050,284

$328,655,923

$13,065,355

Main Campus

$260,885,821

$108,117,077

$25,818,975

$394,821,873

$12,506,505

University Initiatives

$128,362,055

$56,265,235

$52,402,039

$237,029,329

$7,321,514

$546,636,933

$240,598,894

$173,271,298

$960,507,125

$32,893,374

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 - November 30, 2017: $960,507,125 # 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

11

110 %

$70,483,063

7%

$6,407,551

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

15

17

113 %

$55,010,386

6%

$3,235,905

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

80

112

140 %

$160,835,139

17 %

$1,436,028

$500,000 - $999,999

125

166

133 %

$106,585,823

11 %

$642,083

$250,000 - $499,999

270

345

128 %

$116,658,123

12 %

$338,139

$100,000 - $249,999

560

763

136 %

$111,667,401

12 %

$146,353

$50,000 - $99,999

800

1,076

135 %

$69,684,631

7%

$64,763

$25,000 - $49,999

1,300

1,642

126 %

$52,928,193

6%

$32,234

Less than $25,000

N/A

411,114

N/A

$191,480,367

20 %

$466

$10,000,000 and more

GRAND TOTAL

415,248

Note: 44% of campaign total from 308 transactions of $500,000 and greater

$960,507,125

$ Gifts as % of Total

Average Actual Gift $

Campaign Progress - Actual vs. Goal July 1, 2006 - November 30, 2017: $960,507,125 $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 - November 30, 2017: $3,939,444

Campus

University Initiatives

Donors

Gifts

6,054

$3,939,444

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - November 30, 2017: $3,939,444

Alumni 59.6% Corporations 4.9% Foundations 11.9% Friends 14.5% Other Organizations 9.1% Total: 100.0%

Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - November 30, 2017: 6,054

Alumni 85.8% Corporations 2.8% Foundations 0.3% Friends 9.3% Other Organizations 1.8% Total: 100.0%

Fiscal Year Progress - Actual vs. Goal July 1, 2017 - November 30, 2017: $32,893,374 $32,000,000 $28,000,000 $24,000,000 $20,000,000 $16,000,000

$8,000,000

$29,100,000

$25,350,000

$12,000,000 $13,065,355

Actual Goal

$25,550,000

$12,506,505

$4,000,000

$7,321,514

$0 HSC

Main Campus

University Initiatives

Fiscal Year Progress - Annual Giving July 1, 2017 - November 30, 2017: $504,916 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$52,735

166

177

$0

0

0

$52,735

166

177

Main Campus

$110,220

468

541

$0

0

0

$110,220

468

541

University Initiatives

$312,453

222

398

$29,508

248

256

$341,961

468

654

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

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$475,408

$29,508

$504,916

837

248

1,080

1,116

256

1,372

* 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 - November 30, 2017: $504,916

Development Initiated 58.5% Direct Mail 23.3% EMail 3.6% Other 0.0% TeleMarketing 14.6% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2017 - November 30, 2017: 1,080

Development Initiated 12.8% Direct Mail 32.3% EMail 4.1% Other 0.1% TeleMarketing 50.7% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2017 - November 30, 2017: 1,372

Development Initiated 22.2% Direct Mail 32.4% EMail 4.0% Other 0.1% TeleMarketing 41.3% Total: 100.0%

Campaign Progress - Corporate and Foundation Activity July 1, 2006 - November 30, 2017: $490,814,292 $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 - November 30, 2017: $490,814,292 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

$10,724,115

$13,080,191

$12,415,048

$36,219,354

FY10-11

$10,725,232

$16,927,275

$11,369,058

$39,021,565

FY11-12

$14,957,702

$13,267,474

$11,287,299

$39,512,474

FY12-13

$14,808,792

$15,644,371

$10,124,939

$40,578,102

FY13-14

$18,172,307

$22,042,855

$10,628,946

$50,844,108

FY14-15

$14,884,369

$21,345,567

$12,515,376

$48,745,312

FY15-16

$14,595,603

$15,275,516

$11,763,678

$41,634,797

FY16-17

$32,623,725

$20,945,784

$11,416,875

$64,986,384

FY17-18

$4,909,226

$4,501,271

$3,980,741

$13,391,238

$175,037,098

$183,055,961

$132,721,233

$490,814,292

Total

Fiscal Year - Corporate and Foundation Activity July 1, 2017 - November 30, 2017: $13,391,238 Source

Progress

Corporations

$4,909,226

Foundations

$4,501,271

Other Organizations

$3,980,741

Current FY Total

$13,391,238

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

38.3%

Percent of Days into Fiscal Year

41.6%

Total Number of Gifts

1,741