UNM Foundation Executive Campaign Reports: September 2016

Campaign Progress Report July 1, 2006 - September 30, 2016: $856,964,339 $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

$856,964,339

Campaign Progress - Opportunity Areas July 1, 2006 - September 30, 2016: $856,964,339 Campaign Progress

Campus Campus Programs Capital Projects and Facilities

$500,881,033 $49,033,047

Faculty Support & Research

$163,189,375

Student Success & Opportunity

$140,229,817

Unrestricted

GRAND TOTAL

$3,631,067

$856,964,339

Campaign Progress - Analysis by Purpose July 1, 2006 - September 30, 2016: $856,964,339 Endowment 13.3%

Capital 0.5%

Deferred 19.5%

Current 66.7%

Campaign Progress - Analysis by Source July 1, 2006 - September 30, 2016: $856,964,339 Other Organizations

19% Alumni and Friends 40%

Foundations 20%

Corporations 21%

Campaign Progress - Analysis by Source (Individuals) July 1, 2006 - September 30, 2016: $345,899,894 $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 - September 30, 2016: $511,064,445 $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 - September 30, 2016: $856,964,339 Campaign Progress

Campaign Goal

% of Goal

HSC

$292,715,175

$350,000,000

84 %

Main Campus

$349,475,603

$400,000,000

87 %

University Initiatives

$214,773,561

$250,000,000

86 %

GRAND TOTAL

$856,964,339

$1,000,000,000

86 %

Campus

Campaign Progress - University Leadership Report July 1, 2006 - September 30, 2016: $856,964,339

Campus

Gifts, 1 Pledges & Deferred

HSC

$209,930,070

$82,785,105

$292,715,175

$350,000,000

84%

Main Campus

$328,048,591

$21,427,011

$349,475,603

$400,000,000

87%

University Initiatives

$167,939,525

$46,834,036

$214,773,561

$250,000,000

86%

GRAND TOTAL

$705,918,187

$151,046,152

$856,964,339

$1,000,000,000

86 %

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, 2016: $856,964,339

Campus

Gifts & Pledges

1

Planned Giving

2

Totals

Totals for FY1617 to date

3

Private Grants

HSC

$143,507,823

$66,422,247

$82,785,105

$292,715,175

$8,739,145

Main Campus

$225,430,443

$102,618,149

$21,427,011

$349,475,603

$8,797,163

University Initiatives

$117,589,980

$50,349,545

$46,834,036

$214,773,561

$3,244,211

$486,528,246

$219,389,940

$151,046,152

$856,964,339

$20,780,519

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, 2016: $856,964,339 # 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

99

124 %

$141,038,073

16 %

$1,424,627

$500,000 - $999,999

125

152

122 %

$98,230,374

11 %

$646,252

$250,000 - $499,999

270

302

112 %

$102,367,160

12 %

$338,964

$100,000 - $249,999

560

680

121 %

$99,410,992

12 %

$146,193

$50,000 - $99,999

800

957

120 %

$62,420,640

7%

$65,225

$25,000 - $49,999

1,300

1,472

113 %

$47,403,349

6%

$32,203

Less than $25,000

N/A

376,255

N/A

$172,913,063

20 %

$460

$10,000,000 and more

GRAND TOTAL

379,943

Note: 43% of campaign total from 277 transactions of $500,000 and greater

$856,964,339

$ Gifts as % of Total

Average Actual Gift $

Campaign Progress - Actual vs. Goal July 1, 2006 - September 30, 2016: $856,964,339 $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 - September 30, 2016: $3,626,067

Campus

University Initiatives

Donors

Gifts

5,714

$3,626,067

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars) July 1, 2006 - September 30, 2016: $3,626,067

Alumni and Friends 73.2% Corporations 7.2% Foundations 10.9% Other Organizations 8.7% Total: 100.0%

Campaign Progress - Unrestricted Giving Analysis by Source (Donors) July 1, 2006 - September 30, 2016: 5,714

Alumni and Friends 95.3% Corporations 2.4% Foundations 0.8% Other Organizations 1.6% Total: 100.0%

Fiscal Year Progress - Actual vs. Goal July 1, 2016 - September 30, 2016: $20,780,519 $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

$8,000,000 $4,000,000

$8,797,163

$8,739,145

$3,244,211

$0 HSC

Main Campus

University Initiatives

Fiscal Year Progress - Annual Giving July 1, 2016 - September 30, 2016: $329,496 Restricted

Total

Unrestricted

Campus

Amount

Donors

# of Gifts

Health Sciences Center

$53,107

63

88

$0

0

0

$53,107

63

88

Main Campus

$27,426

96

105

$0

0

0

$27,426

96

105

$244,683

164

247

$4,280

46

47

$248,963

208

294

University Initiatives

Amount

Donors

# of Gifts

Amount

Donors

# of Gifts

$325,216

$4,280

$329,496

Total # of Unique Donors *

319

46

362

Total # of Unique Transactions **

440

47

487

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 - September 30, 2016: $329,496

Development Initiated 73.1% Direct Mail 10.4% EMail 3.3% Other 7.5% TeleMarketing 5.6% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Donors) July 1, 2016 - September 30, 2016: 362

Development Initiated 37.2% Direct Mail 24.2% EMail 12.5% Other 1.6% TeleMarketing 24.5% Total: 100.0%

Fiscal Year Progress - Annual Giving Total by Solicitation Source (Transactions) July 1, 2016 - September 30, 2016: 487

Development Initiated 43.9% Direct Mail 20.3% EMail 10.7% Other 4.7% TeleMarketing 20.3% Total: 100.0%

Corporate and Foundation Activity July 1, 2006 - September 30, 2016: $438,066,287 $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 - September 30, 2016: $438,066,287 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

$13,018,223

$8,508,723

$38,969,188

FY11-12

$13,189,963

$17,583,452

$8,648,568

$39,421,983

FY12-13

$15,521,355

$17,162,097

$7,965,136

$40,648,588

FY13-14

$22,039,825

$20,632,449

$8,259,102

$50,931,376

FY14-15

$21,475,743

$17,595,379

$9,875,736

$48,946,858

FY15-16

$14,892,136

$17,258,602

$9,454,963

$41,605,702

FY16-17

$5,167,072

$18,325,209

$2,125,918

$25,618,199

$162,254,911

$178,800,253

$97,011,123

$438,066,287

Total

Corporate and Foundation Activity Fiscal Year July 1, 2016 - September 30, 2016: $25,618,199 Source

Progress

Corporations and Corporate Foundations

$18,325,209

Foundations and Family Foundations

$5,167,072

Other Organizations

$2,125,918

Current FY Total

$25,618,199

Current Fiscal Year Goal

$35,000,000

Progress to Current Fiscal Year Goal

73.2%

Percent of Days into Fiscal Year

24.9%

Total Number of Gifts

753