UNM Foundation Executive Campaign Reports: June 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

$749,135,581

Campaign Progress Report

July 1, 2006 - June 30, 2015: $749,135,581

Campaign Progress - Opportunity Areas

July 1, 2006 - June 30, 2015: $749,135,581

Campus

Campaign

Progress

$447,954,837Campus Programs

$41,907,725Capital Projects and Facilities

$141,937,422Faculty Support & Research

$114,054,648Student Success & Opportunity

$3,280,949Unrestricted

GRAND TOTAL $749,135,581

Campaign Progress - Analysis by Purpose

1%Capital

68%Current

18%Deferred

13%Endowment

July 1, 2006 - June 30, 2015: $749,135,581

Campaign Progress - Analysis by Source

39%

Alumni andFriends

21%Corporations

21%Foundations

19%

OtherOrganizations

July 1, 2006 - June 30, 2015: $749,135,581

$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 - June 30, 2015: $295,627,159

$0

$10,000,000

$20,000,000

$30,000,000

$40,000,000

$50,000,000

$60,000,000

$70,000,000

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 - June 30, 2015: $453,508,422

CampusCampaign % of

Campaign Progress - Executive Committee Leadership Report

July 1, 2006 - June 30, 2015: $749,135,581

GoalProgressCampaign

Goal

HSC %$250,931,783 72$350,000,000

Main Campus %$305,764,491 76$400,000,000

University Initiatives %$192,439,306 77$250,000,000

GRAND TOTAL 75 %$749,135,581 $1,000,000,000

Campus

Campaign

Goal Private

Gifts,

Pledges

& Deferred

% of

Goal

Campaign Progress - University Leadership Report

July 1, 2006 - June 30, 2015: $749,135,581

Totals

1

2

Grants

HSC 72%$350,000,000$250,931,783$68,482,176$182,449,607

Main Campus 76%$400,000,000$305,764,491$15,684,994$290,079,497

University Initiatives 77%$250,000,000$192,439,306$40,176,734$152,262,572

GRAND TOTAL 75 %$1,000,000,000$749,135,581$124,343,904$624,791,677

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 - June 30, 2015: $749,135,581

Totals

1 3 FY14152

Giving to datePlanned Private Gifts &

Totals for

HSC $52,944,378 $68,482,176 $129,505,229 $250,931,783 $25,399,168

Main Campus $88,601,344 $15,684,994 $201,478,153 $305,764,491 $37,417,621

University Initiatives $42,442,553 $40,176,734 $109,820,019 $192,439,306 $27,869,166

GRAND TOTAL $183,988,276 $124,343,904 $440,803,401 $749,135,581 $90,685,956

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 - June 30, 2015: $749,135,581

# 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 %

84 $118,066,904 16 $1,405,558% $1,000,000 - $2,499,999 80 105 %

132 $83,685,375 11 $633,980% $500,000 - $999,999 125 106 %

264 $88,706,343 12 $336,009% $250,000 - $499,999 270 98 %

568 $82,943,839 11 $146,028% $100,000 - $249,999 560 101 %

833 $54,277,344 7 $65,159% $50,000 - $99,999 800 104 %

1,292 $41,856,050 6 $32,396% $25,000 - $49,999 1,300 99 %

336,558 $152,419,036 20 $453% Less than $25,000 N/A N/A

339,755 $749,135,581GRAND TOTAL

44% of campaign total from 240 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 - June 30, 2015: $749,135,581

Campaign Progress - Actual vs. Goal

Campaign Progress - Unrestricted Giving

July 1, 2006 - June 30, 2015: $3,275,949

Campus Donors Gifts

University Initiatives $3,275,949 5,347

Alumni and Friends 72.0%Corporations 7.7%Foundations 11.9%Other Organizations 8.5%

Total: 100.0%

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars)

July 1, 2006 - June 30, 2015: $3,275,949

Alumni and Friends 95.8%Corporations 2.3%Foundations 0.8%Other Organizations 1.1%

Total: 100.0%

Campaign Progress - Unrestricted Giving Analysis by Source (Donors)

July 1, 2006 - June 30, 2015: 5,347

$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

$25,399,168

$37,417,621

$27,869,166$24,175,000

$32,350,000

$23,475,000

HSC Main Campus University Initiatives

ActualGoal

July 1, 2014 - June 30, 2015: $90,685,956

Fiscal Year Progress - Actual vs. Goal

Fiscal Year Progress - Annual Giving

Restricted

July 1, 2014 - June 30, 2015: $3,842,433

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$2,040,140Health Sciences Center 2,695$2,040,140 6,476 0 6,476 2,695 0

$0$515,817Main Campus 2,061$515,817 2,575 0 2,575 2,061 0

$88,550$1,197,926University Initiatives 1,773$1,286,476 1,537 854 2,391 1,065 767

$88,550Grand Total $3,753,882

6,196

$3,842,433

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

Total # of Unique Donors *

10,584

** 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 ** 854 11,437

767 5,623

Development Initiated $2,548,709Direct Mail $323,243EMail $203,683Other $134,501Radiothon $157,087TeleMarketing $475,209

Total: $3,842,433

July 1, 2014 - June 30, 2015: $3,842,433

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Dollars)

Development Initiated 10.4%Direct Mail 24.0%EMail 10.9%Other 2.6%Radiothon 22.6%TeleMarketing 29.5%

Total: 100.0%

July 1, 2014 - June 30, 2015: 6,196

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Donors)

Development Initiated 10.0%Direct Mail 16.0%EMail 7.0%Other 3.2%Radiothon 41.4%TeleMarketing 22.4%

Total: 100.0%

July 1, 2014 - June 30, 2015: 11,437

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Transactions)

Corporate and Foundation Activity

July 1, 2006 - June 30, 2015: $372,324,595

$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 - June 30, 2015: $372,324,595

Foundations and

Family

Foundations

Corporate and

Corporate

Foundations

Other

Organizations Total

FY06-07 $16,168,919 $13,953,530 $11,786,157 $41,908,606

FY07-08 $10,708,440 $13,190,205 $10,808,257 $34,706,902

FY08-09 $13,217,991 $16,909,228 $9,863,222 $39,990,440

FY09-10 $12,538,089 $13,762,153 $10,008,324 $36,308,566

FY10-11 $17,444,952 $13,010,116 $8,554,671 $39,009,739

FY11-12 $13,201,677 $17,489,719 $8,664,762 $39,356,159

FY12-13 $15,717,995 $16,932,387 $8,038,622 $40,689,003

FY13-14 $22,220,425 $20,467,545 $8,344,001 $51,031,972

FY14-15 $21,654,957 $15,919,348 $11,748,903 $49,323,207

Total $142,873,445 $141,634,231 $87,816,919 $372,324,595

Corporate and Foundation Activity FY 2014-15

July 1, 2015 - June 30, 2015: $49,324,732

Source Progress

Corporations and Corporate Foundations $15,920,873

Foundations and Family Foundations $21,654,957

Other Organizations $11,748,903

$32,000,000

4,877

$49,324,732

154.1%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

99.7%Percent of Days into Fiscal Year

Total Number of Gifts