UNM Foundation Executive Campaign Reports: August 2014

$0

$100,000,000

$200,000,000

$300,000,000

$400,000,000

$500,000,000

$600,000,000

$700,000,000

$800,000,000

$900,000,000

$1,000,000,000

$674,122,106

Campaign Progress Report

July 1, 2006 - August 31, 2014: $674,122,106

Campaign Progress - Opportunity Areas

July 1, 2006 - August 31, 2014: $674,122,106

Campus

Campaign

Progress

$411,969,586Campus Programs

$33,620,962Capital Projects and Facilities

$127,388,191Faculty Support & Research

$98,000,320Student Success & Opportunity

$3,143,047Unrestricted

GRAND TOTAL $674,122,106

Campaign Progress - Analysis by Purpose

1%Capital

68%Current

18%Deferred

13%Endowment

July 1, 2006 - August 31, 2014: $674,122,106

Campaign Progress - Analysis by Source

40%

Alumni andFriends

21%Corporations

20%Foundations

18%

OtherOrganizations

July 1, 2006 - August 31, 2014: $674,122,106

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$40,000,000

$45,000,000

FY06

07

FY07

08

FY08

09

FY09

10

FY10

11

FY11

12

FY12

13

FY13

14

FY14

15

FriendsAlumni

Campaign Progress - Analysis by Source (Individuals)

July 1, 2006 - August 31, 2014: $271,391,392

$0

$10,000,000

$20,000,000

$30,000,000

$40,000,000

$50,000,000

$60,000,000

FY06

07

FY07

08

FY08

09

FY09

10

FY10

11

FY11

12

FY12

13

FY13

14

FY14

15

Other OrganizationsFoundationsCorporations

Campaign Progress - Analysis by Source (Organizations)

July 1, 2006 - August 31, 2014: $402,730,714

CampusCampaign % of

Campaign Progress - Executive Committee Leadership Report

July 1, 2006 - August 31, 2014: $674,122,106

GoalProgressCampaign

Goal

HSC %$232,653,617 66$350,000,000

Main Campus %$273,619,557 68$400,000,000

University Initiatives %$167,848,932 67$250,000,000

GRAND TOTAL 67 %$674,122,106 $1,000,000,000

Campus

Campaign

Goal Private

Gifts,

Pledges

& Deferred

% of

Goal

Campaign Progress - University Leadership Report

July 1, 2006 - August 31, 2014: $674,122,106

Totals

1

2

Grants

HSC 66%$350,000,000$232,653,617$61,018,040$171,635,577

Main Campus 68%$400,000,000$273,619,557$14,720,760$258,898,797

University Initiatives 67%$250,000,000$167,848,932$35,821,113$132,027,819

GRAND TOTAL 67 %$1,000,000,000$674,122,106$111,559,913$562,562,193

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.

Campus GrantsPledges

Campaign Progress - Campus Development Report

July 1, 2006 - August 31, 2014: $674,122,106

Totals

1 3 FY14152

Giving to datePlanned Private Gifts &

Totals for

HSC $50,374,009 $61,018,040 $121,261,568 $232,653,617 $7,121,002

Main Campus $80,570,798 $14,720,760 $178,327,999 $273,619,557 $5,312,842

University Initiatives $34,190,997 $35,821,113 $97,836,822 $167,848,932 $3,238,637

GRAND TOTAL $165,135,804 $111,559,913 $397,426,390 $674,122,106 $15,672,481

1 Includes cash, gifts-in-kind, and pledges.

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.

2 Includes bequests, bequest pledges, and annuities.

Campaign Progress - Table of Gifts

July 1, 2006 - August 31, 2014: $674,122,106

# Gifts

ACTUAL

$ Gifts

ACTUAL

$ Gifts as

% of Total

Average Actual

Gift $

# Gifts

GOAL

% Goal

Achieved

2 $25,173,999 4 $12,587,000% $10,000,000 and more 3 67 %

8 $53,636,303 8 $6,704,538% $5,000,000 - $9,999,999 10 80 %

12 $40,870,386 6 $3,405,865% $2,500,000 - $4,999,999 15 80 %

72 $99,580,718 15 $1,383,066% $1,000,000 - $2,499,999 80 90 %

121 $76,059,349 11 $628,590% $500,000 - $999,999 125 97 %

239 $79,772,724 12 $333,777% $250,000 - $499,999 270 89 %

511 $74,995,977 11 $146,763% $100,000 - $249,999 560 91 %

741 $48,170,596 7 $65,008% $50,000 - $99,999 800 93 %

1,174 $38,162,044 6 $32,506% $25,000 - $49,999 1,300 90 %

306,801 $137,700,011 20 $449% Less than $25,000 N/A N/A

309,681 $674,122,106GRAND TOTAL

44% of campaign total from 215 transactions of $500,000 and greaterNote:

$0

$12,500,000

$25,000,000

$37,500,000

$50,000,000

$62,500,000

$75,000,000

$87,500,000

$100,000,000

FY0607 FY0708 FY0809 FY0910 FY1011 FY1112 FY1213 FY1314 FY1415

ActualGoal

July 1, 2006 - August 31, 2014: $674,122,106

Campaign Progress - Actual vs. Goal

Unrestricted Giving Campaign Progress Report

July 1, 2006 - August 31, 2014: $3,143,037

Campus Donors Gifts

University Initiatives $3,143,037 5,051

Alumni and Friends $2,267,149Corporations $246,941Foundations $383,196Other Organizations $245,752

Total: $3,143,037

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars)

July 1, 2006 - August 31, 2014: $3,143,037

Alumni and Friends 4847Corporations 113Foundations 41Other Organizations 50

Total: 5051

Campaign Progress - Unrestricted Giving Analysis by Source (Donors)

July 1, 2006 - August 31, 2014: 5,051

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$7,121,002$5,312,842

$3,238,637

$24,175,000

$32,350,000

$23,475,000

HSC Main Campus University Initiatives

ActualGoal

July 1, 2014 - August 31, 2014: $15,672,481

Fiscal Year Progress - Actual vs. Goal

Fiscal Year Progress - Annual Giving

Restricted

July 1, 2014 - August 31, 2014: $783,873

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$695,676Health Sciences Center 439$695,676 801 0 801 439 0

$0$12,247Main Campus 60$12,247 62 0 62 60 0

$1,690$74,261University Initiatives 123$75,951 124 21 145 102 21

$1,690Grand Total $782,183

615

$783,873

* A donor may make both restricted and unrestricted gifts and many make gifts to more than one campus.

Total # of Unique Donors *

986

** A donor may make one gift distributed to both restricted and unrestricted allocations or a gift distributed to allocations for more than one campus.

Total # of Unique Transactions ** 21 1,007

21 594

Development Initiated $744,945Direct Mail $8,363EMail $11,694Other $1,612Radiothon $14,645TeleMarketing $2,615

Total: $783,873

July 1, 2014 - August 31, 2014: $783,873

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Dollars)

Development Initiated 13.2%Direct Mail 8.5%EMail 11.0%Other 4.0%Radiothon 59.6%TeleMarketing 3.7%

Total: 100.0%

July 1, 2014 - August 31, 2014: 615

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Donors)

Development Initiated 10.7%Direct Mail 5.3%EMail 7.1%Other 4.4%Radiothon 70.0%TeleMarketing 2.5%

Total: 100.0%

July 1, 2014 - August 31, 2014: 1,007

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Transactions)

Corporate and Foundation Activity

July 1, 2006 - August 31, 2014: $334,478,852

$0

$10,000,000

$20,000,000

$30,000,000

$40,000,000

$50,000,000

$60,000,000

FY06

-07

FY07

-08

FY08

-09

FY09

-10

FY10

-11

FY11

-12

FY12

-13

FY13

-14

FY14

-15

Other OrganizationsCorporate and CorporateFoundationsFoundations and FamilyFoundations

Corporate and Foundation Activity

July 1, 2006 - August 31, 2014: $334,478,852

Foundations and

Family

Foundations

Corporate and

Corporate

Foundations

Other

Organizations Total

FY06-07 $16,163,769 $13,929,930 $11,798,407 $41,892,106

FY07-08 $10,708,290 $13,185,205 $10,810,907 $34,704,402

FY08-09 $13,217,991 $16,892,728 $9,879,722 $39,990,440

FY09-10 $12,568,089 $13,729,653 $10,010,824 $36,308,566

FY10-11 $17,474,952 $12,977,616 $8,557,171 $39,009,739

FY11-12 $13,091,797 $17,468,468 $8,665,963 $39,226,228

FY12-13 $15,742,995 $16,902,219 $8,039,822 $40,685,035

FY13-14 $22,156,425 $20,438,570 $8,246,753 $50,841,749

FY14-15 $7,363,241 $2,200,478 $2,256,865 $11,820,585

Total $128,487,549 $127,724,868 $78,266,434 $334,478,852

Corporate and Foundation Activity FY 2014-15

July 1, 2014 - August 31, 2014: $11,820,685

Source Progress

Corporations and Corporate Foundations $2,200,578

Foundations and Family Foundations $7,363,241

Other Organizations $2,256,865

$32,000,000

602

$11,820,685

36.9%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

16.7%Percent of Days into Fiscal Year

Total Number of Gifts