UNM Foundation, Executive Campaign Reports January 2014

$0

$100,000,000

$200,000,000

$300,000,000

$400,000,000

$500,000,000

$600,000,000

$675,000,000

$621,575,822

Progress Report

July 1, 2006 - January 31, 2014: $621,575,822

Campaign Opportunity Areas

July 1, 2006 - January 31, 2014: $621,575,822

Campus

Campaign

Progress

$372,339,923Campus Programs

$35,389,633Capital Projects and Facilities

$119,169,394Faculty Support & Research

$91,673,993Student Success & Opportunity

$3,002,878Unrestricted

Grand Total $621,575,822

Campaign Analysis by Purpose

1%Capital

66%Current

19%Deferred

14%Endowment

July 1, 2006 - January 31, 2014: $621,575,822

Campaign Analysis by Source

42%

Alumni andFriends

21%Corporations

19%Foundations

18%

OtherOrganizations

July 1, 2006 - January 31, 2014: $621,575,822

Campus

Campaign

Goal

Percentage

of

Goal

Executive Committee Leadership Report

July 1, 2006 - January 31, 2014: $621,575,822

Campaign

Progress

HSC %$217,186,687 88$248,000,000

Main Campus %$253,064,531 112$226,500,000

University Initiatives %$151,324,604 75$200,500,000

Grand Total: 92 %$621,575,822 $675,000,000

Campus

Campaign

Goal

Private

Grants

Gifts,

Pledges

& Deferred

Percentage

of

Goal

University Leadership Report

July 1, 2006 - January 31, 2014: $621,575,822

Totals

1

2

HSC 88%$248,000,000$217,186,687$52,750,161$164,436,525

Main Campus 112%$226,500,000$253,064,531$11,657,281$241,407,250

University Initiatives 75%$200,500,000$151,324,604$33,349,137$117,975,467

Grand Total 92 %$675,000,000$621,575,822$97,756,580$523,819,242

1 Includes cash, gifts-in-kind, bequests, bequest pledges, and annuities.

2 Grants from corporations, foundations and other types of organizations that are not contractual , non-government, and not proprietary.

Campus

Private

Grants

Gifts &

Pledges

Campus Development Report

July 1, 2006 - January 31, 2014: $621,575,822

Totals

1 3

Totals for

FY13-14 2Planned

Giving to date

HSC $18,845,057 $49,665,480 $52,750,161 $114,771,045 $217,186,687

Main Campus $19,486,250 $76,668,127 $11,657,281 $164,739,123 $253,064,531

University Initiatives $12,425,410 $32,420,095 $33,349,137 $85,555,372 $151,324,604

Grand Total $50,756,716 $158,753,701 $97,756,580 $365,065,541 $621,575,822

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

3 Grants from corporations, foundations and other types of organizations that are not contractual , non-government, and not proprietary.

2 Includes bequests, bequest pledges, and annuities.

Campaign Table of Gifts

July 1, 2006 - January 31, 2014: $621,575,822

# Gifts:

ACTUAL

# Gifts:

% Goal

Achieved# Gifts as

% of Total

$ Gifts

ACTUAL

$ Gifts as

% of Total

Average Actual

Gift $ at Each

Level

# Gifts:

GOAL

2 67 0.00 % $25,173,999 4 $12,587,000%% $10,000,000 and up 3

7 78 0.00 % $45,956,214 7 $6,565,173%% $5,000,000 - $9,999,999 9

12 100 0.00 % $40,870,386 7 $3,405,865%% $2,500,000 - $4,999,999 12

67 134 0.02 % $92,593,386 15 $1,381,991%% $1,000,000 - $2,499,999 50

107 134 0.04 % $66,752,177 11 $623,852%% $500,000 - $999,999 80

221 138 0.08 % $73,875,378 12 $334,278%% $250,000 - $499,999 160

460 115 0.16 % $67,843,504 11 $147,486%% $100,000 - $249,999 400

689 125 0.24 % $44,831,001 7 $65,067%% $50,000 - $99,999 550

1,091 136 0.38 % $35,507,620 6 $32,546%% $25,000 - $49,999 800

288,083 99.09 % $128,172,157 21 $445% Less Than $25,000

290,739 $621,575,822Total:

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

FY06-07 FY07-08 FY08-09 FY09-10 FY10-11 FY11-12 FY12-13 FY13-14

ActualGoal

July 1, 2006 - January 31, 2014: $621,575,822

Campaign Analysis: Actual vs. Goal

$0

$4,000,000

$8,000,000

$12,000,000

$16,000,000

$20,000,000

$24,000,000

$28,000,000

$32,000,000

HSC Main Campus University Initiatives

ActualGoal

July 01, 2013 - January 31, 2014: $50,756,716

Current Fiscal Year

Fiscal Year Report - Actual vs. Goal

Annual Giving Progress Report

Restricted

July 01, 2013 - January 31, 2014: $2,119,833

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$1,357,545 0 970HSC 970$1,357,545 3,044 0 3,044

$0$181,056 0 1,261Main Campus 1,261$181,056 1,320 0 1,320

$51,097$530,135 469 407University Initiatives 864$581,232 582 478 1,059

$51,097

469

Grand Total $2,068,736

3,030

$2,119,833

2,594

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

Total # of Unique Donors *

4,938

** 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 ** 478 5,414

Development Initiated $435,699Direct Mail $198,823EMail $14,470Other $1,293,404Radiothon $47,003TeleMarketing $130,434

Total: $2,119,833

July 01, 2013 - January 31, 2014: $2,119,833

Annual Giving Analysis by Solicitation Source (Dollars)

Development Initiated 7.1%Direct Mail 31.8%EMail 1.9%Other 7.5%Radiothon 13.5%TeleMarketing 38.2%

Total: 100.0%

July 01, 2013 - January 31, 2014: 3,030

Annual Giving Analysis by Solicitation Source (Donors)

Development Initiated 7.1%Direct Mail 19.2%EMail 1.1%Other 6.7%Radiothon 43.3%TeleMarketing 22.5%

Total: 100.0%

July 01, 2013 - January 31, 2014: 5,414

Annual Giving Analysis by Solicitation Source (Transactions)

Corporate and Foundation Relations Campaign Progress

July 1, 2006 - January 31, 2014: $293,811,081

$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

Other OrganizationsCorporate and CorporateFoundationsFoundations and FamilyFoundations

to date

Corporate and Foundation Relations Campaign Progress Details

July 1, 2006 - January 31, 2014: $293,811,081

Foundations and

Family

Foundations

Corporate and

Corporate

Foundations

Other

Organizations Total

FY06-07 $16,163,344 $13,929,930 $11,798,407 $41,891,681

FY07-08 $10,706,265 $13,185,205 $10,809,907 $34,701,377

FY08-09 $13,216,641 $16,892,728 $9,882,752 $39,992,120

FY09-10 $12,560,205 $13,832,568 $10,018,031 $36,410,803

FY10-11 $17,473,032 $12,980,758 $8,583,360 $39,037,150

FY11-12 $13,091,797 $17,468,948 $8,670,373 $39,231,118

FY12-13 $15,902,995 $16,858,451 $8,042,360 $40,803,805

FY13-14 $7,910,446 $8,967,112 $4,865,468 $21,743,026

Total $107,024,724 $114,115,700 $72,670,657 $293,811,081

Corporate and Foundation Relations Campaign Progress

Current Fiscal Year

July 01, 2013 - January 31, 2014: $21,743,026

Source Campaign Progress

Corporations and Corporate Foundations $8,967,112

Foundations and Family Foundations $7,910,446

Other Organizations $4,865,468

$30,000,000

2,628

$21,743,026

72.5%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

58.6%Percent of Days into Fiscal Year

Total Number of Gifts

Campus Donors Gifts

Unrestricted Giving Progress Report

July 01, 2013 - January 31, 2014: $438,798

University Initiatives $438,798 774

0.02%EMail

7.86%Mail

2.96%Online

88.00%Other

1.15%Phone

Unrestricted Giving Analysis by Source (Dollars)

July 01, 2013 - January 31, 2014: $438,798

0.3%

EMail

44.2%Mail

9.9%Online

39.8%Other

5.8%Phone

Unrestricted Giving Analysis by Source (Donors)

July 01, 2013 - January 31, 2014: 774