UNM Foundation Executive Campaign Reports: February 2015

$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

$720,331,820

Campaign Progress Report

July 1, 2006 - February 28, 2015: $720,331,820

Campaign Progress - Opportunity Areas

July 1, 2006 - February 28, 2015: $720,331,820

Campus

Campaign

Progress

$433,133,133Campus Programs

$40,143,552Capital Projects and Facilities

$136,334,500Faculty Support & Research

$107,464,315Student Success & Opportunity

$3,256,318Unrestricted

GRAND TOTAL $720,331,820

Campaign Progress - Analysis by Purpose

1%Capital

68%Current

18%Deferred

13%Endowment

July 1, 2006 - February 28, 2015: $720,331,820

Campaign Progress - Analysis by Source

40%

Alumni andFriends

22%Corporations

20%Foundations

19%

OtherOrganizations

July 1, 2006 - February 28, 2015: $720,331,820

$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 - February 28, 2015: $284,765,412

$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 - February 28, 2015: $435,566,408

CampusCampaign % of

Campaign Progress - Executive Committee Leadership Report

July 1, 2006 - February 28, 2015: $720,331,820

GoalProgressCampaign

Goal

HSC %$244,447,621 70$350,000,000

Main Campus %$292,975,548 73$400,000,000

University Initiatives %$182,908,650 73$250,000,000

GRAND TOTAL 72 %$720,331,820 $1,000,000,000

Campus

Campaign

Goal Private

Gifts,

Pledges

& Deferred

% of

Goal

Campaign Progress - University Leadership Report

July 1, 2006 - February 28, 2015: $720,331,820

Totals

1

2

Grants

HSC 70%$350,000,000$244,447,621$65,844,446$178,603,175

Main Campus 73%$400,000,000$292,975,548$15,295,905$277,679,643

University Initiatives 73%$250,000,000$182,908,650$39,247,067$143,661,583

GRAND TOTAL 72 %$1,000,000,000$720,331,820$120,387,418$599,944,402

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 - February 28, 2015: $720,331,820

Totals

1 3 FY14152

Giving to datePlanned Private Gifts &

Totals for

HSC $52,489,808 $65,844,446 $126,113,367 $244,447,621 $18,915,006

Main Campus $83,534,990 $15,295,905 $194,144,653 $292,975,548 $24,668,833

University Initiatives $38,589,430 $39,247,067 $105,072,154 $182,908,650 $18,298,356

GRAND TOTAL $174,614,228 $120,387,418 $425,330,174 $720,331,820 $61,882,195

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 - February 28, 2015: $720,331,820

# Gifts

ACTUAL

$ Gifts

ACTUAL

$ Gifts as

% of Total

Average Actual

Gift $

# Gifts

GOAL

% Goal

Achieved

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

9 $58,636,303 8 $6,515,145% $5,000,000 - $9,999,999 10 90 %

13 $43,370,386 6 $3,336,184% $2,500,000 - $4,999,999 15 87 %

79 $109,466,904 15 $1,385,657% $1,000,000 - $2,499,999 80 99 %

129 $81,687,496 11 $633,236% $500,000 - $999,999 125 103 %

253 $84,807,425 12 $335,207% $250,000 - $499,999 270 94 %

541 $79,291,904 11 $146,565% $100,000 - $249,999 560 97 %

799 $51,835,859 7 $64,876% $50,000 - $99,999 800 100 %

1,238 $40,130,028 6 $32,415% $25,000 - $49,999 1,300 95 %

324,867 $145,931,516 20 $449% Less than $25,000 N/A N/A

327,930 $720,331,820GRAND TOTAL

44% of campaign total from 232 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 - February 28, 2015: $720,331,820

Campaign Progress - Actual vs. Goal

Campaign Progress - Unrestricted Giving

July 1, 2006 - February 28, 2015: $3,256,318

Campus Donors Gifts

University Initiatives $3,256,318 5,328

Alumni and Friends $2,355,548Corporations $242,175Foundations $385,062Other Organizations $273,534

Total: $3,256,318

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars)

July 1, 2006 - February 28, 2015: $3,256,318

Alumni and Friends 5109Corporations 120Foundations 42Other Organizations 57

Total: 5328

Campaign Progress - Unrestricted Giving Analysis by Source (Donors)

July 1, 2006 - February 28, 2015: 5,328

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$18,915,006

$24,668,833

$18,298,356

$24,175,000

$32,350,000

$23,475,000

HSC Main Campus University Initiatives

ActualGoal

July 1, 2014 - February 28, 2015: $61,882,195

Fiscal Year Progress - Actual vs. Goal

Fiscal Year Progress - Annual Giving

Restricted

July 1, 2014 - February 28, 2015: $2,867,019

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$1,543,808Health Sciences Center 2,111$1,543,808 4,318 0 4,318 2,111 0

$0$275,562Main Campus 1,354$275,562 1,494 0 1,494 1,354 0

$73,696$973,953University Initiatives 1,213$1,047,649 846 665 1,511 594 641

$73,696Grand Total $2,793,323

4,536

$2,867,019

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

Total # of Unique Donors *

6,654

** 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 ** 665 7,318

641 3,974

Development Initiated $2,173,628Direct Mail $215,594EMail $113,881Other $27,854Radiothon $127,797TeleMarketing $208,264

Total: $2,867,019

July 1, 2014 - February 28, 2015: $2,867,019

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Dollars)

Development Initiated 8.2%Direct Mail 23.9%EMail 9.0%Other 1.4%Radiothon 30.8%TeleMarketing 26.6%

Total: 100.0%

July 1, 2014 - February 28, 2015: 4,536

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Donors)

Development Initiated 9.1%Direct Mail 16.8%EMail 6.3%Other 2.6%Radiothon 46.8%TeleMarketing 18.5%

Total: 100.0%

July 1, 2014 - February 28, 2015: 7,318

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Transactions)

Corporate and Foundation Activity

July 1, 2006 - February 28, 2015: $355,929,980

$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 Organizations

Corporate and CorporateFoundationsFoundations and FamilyFoundations

Corporate and Foundation Activity

July 1, 2006 - February 28, 2015: $355,929,980

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 $12,538,089 $13,759,653 $10,010,824 $36,308,566

FY10-11 $17,444,952 $13,007,616 $8,557,171 $39,009,739

FY11-12 $13,201,677 $17,488,518 $8,665,963 $39,356,159

FY12-13 $15,717,995 $16,931,287 $8,039,822 $40,689,103

FY13-14 $22,220,425 $20,464,495 $8,246,037 $50,930,958

FY14-15 $15,054,724 $10,333,975 $7,659,807 $33,048,507

Total $136,267,913 $135,993,408 $83,668,660 $355,929,980

Corporate and Foundation Activity FY 2014-15

July 1, 2014 - February 28, 2015: $33,048,832

Source Progress

Corporations and Corporate Foundations $10,334,300

Foundations and Family Foundations $15,054,724

Other Organizations $7,659,807

$32,000,000

2,930

$33,048,832

103.3%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

66.3%Percent of Days into Fiscal Year

Total Number of Gifts