UNM Foundation Executive Campaign Reports: November 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

$694,306,353

Campaign Progress Report

July 1, 2006 - November 30, 2014: $694,306,353

Campaign Progress - Opportunity Areas

July 1, 2006 - November 30, 2014: $694,306,353

Campus

Campaign

Progress

$419,712,880Campus Programs

$39,543,834Capital Projects and Facilities

$129,406,927Faculty Support & Research

$102,459,818Student Success & Opportunity

$3,182,893Unrestricted

GRAND TOTAL $694,306,353

Campaign Progress - Analysis by Purpose

1%Capital

68%Current

18%Deferred

14%Endowment

July 1, 2006 - November 30, 2014: $694,306,353

Campaign Progress - Analysis by Source

40%

Alumni andFriends

22%Corporations

20%Foundations

18%

OtherOrganizations

July 1, 2006 - November 30, 2014: $694,306,353

$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 - November 30, 2014: $276,818,499

$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 - November 30, 2014: $417,487,855

CampusCampaign % of

Campaign Progress - Executive Committee Leadership Report

July 1, 2006 - November 30, 2014: $694,306,353

GoalProgressCampaign

Goal

HSC %$237,574,855 68$350,000,000

Main Campus %$283,361,588 71$400,000,000

University Initiatives %$173,369,911 69$250,000,000

GRAND TOTAL 69 %$694,306,353 $1,000,000,000

Campus

Campaign

Goal Private

Gifts,

Pledges

& Deferred

% of

Goal

Campaign Progress - University Leadership Report

July 1, 2006 - November 30, 2014: $694,306,353

Totals

1

2

Grants

HSC 68%$350,000,000$237,574,855$62,434,349$175,140,505

Main Campus 71%$400,000,000$283,361,588$14,897,953$268,463,635

University Initiatives 69%$250,000,000$173,369,911$36,529,613$136,840,298

GRAND TOTAL 69 %$1,000,000,000$694,306,353$113,861,916$580,444,438

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 - November 30, 2014: $694,306,353

Totals

1 3 FY14152

Giving to datePlanned Private Gifts &

Totals for

HSC $50,645,262 $62,434,349 $124,495,244 $237,574,855 $12,042,240

Main Campus $80,821,305 $14,897,953 $187,642,330 $283,361,588 $15,054,872

University Initiatives $36,556,426 $36,529,613 $100,283,871 $173,369,911 $8,759,616

GRAND TOTAL $168,022,993 $113,861,916 $412,421,445 $694,306,353 $35,856,728

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 - November 30, 2014: $694,306,353

# 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 %

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

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

75 $104,280,718 15 $1,390,410% $1,000,000 - $2,499,999 80 94 %

124 $77,839,349 11 $627,737% $500,000 - $999,999 125 99 %

244 $81,523,776 12 $334,114% $250,000 - $499,999 270 90 %

527 $77,150,837 11 $146,396% $100,000 - $249,999 560 94 %

766 $49,636,807 7 $64,800% $50,000 - $99,999 800 96 %

1,193 $38,728,067 6 $32,463% $25,000 - $49,999 1,300 92 %

312,697 $140,466,113 20 $449% Less than $25,000 N/A N/A

315,649 $694,306,353GRAND TOTAL

44% of campaign total from 222 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 - November 30, 2014: $694,306,353

Campaign Progress - Actual vs. Goal

Campaign Progress Unrestricted Giving

July 1, 2006 - November 30, 2014: $3,182,893

Campus Donors Gifts

University Initiatives $3,182,893 5,169

Alumni and Friends $2,299,231Corporations $247,607Foundations $384,062Other Organizations $251,994

Total: $3,182,893

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars)

July 1, 2006 - November 30, 2014: $3,182,893

Alumni and Friends 4961Corporations 115Foundations 41Other Organizations 52

Total: 5169

Campaign Progress - Unrestricted Giving Analysis by Source (Donors)

July 1, 2006 - November 30, 2014: 5,169

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$12,042,240$15,054,872

$8,759,616

$24,175,000

$32,350,000

$23,475,000

HSC Main Campus University Initiatives

ActualGoal

July 1, 2014 - November 30, 2014: $35,856,728

Fiscal Year Progress - Actual vs. Goal

Fiscal Year Progress - Annual Giving

Restricted

July 1, 2014 - November 30, 2014: $1,780,456

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$1,049,090Health Sciences Center 755$1,049,090 2,066 0 2,066 755 0

$0$339,699Main Campus 806$339,699 882 0 882 806 0

$34,796$356,870University Initiatives 676$391,666 528 310 838 386 303

$34,796Grand Total $1,745,659

2,166

$1,780,456

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

Total # of Unique Donors *

3,472

** 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 ** 310 3,781

303 1,911

Development Initiated $1,239,480Direct Mail $90,965EMail $57,857Other $16,945Radiothon $33,105TeleMarketing $342,104

Total: $1,780,456

July 1, 2014 - November 30, 2014: $1,780,456

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Dollars)

Development Initiated 9.5%Direct Mail 23.9%EMail 9.0%Other 2.1%Radiothon 16.9%TeleMarketing 38.6%

Total: 100.0%

July 1, 2014 - November 30, 2014: 2,166

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Donors)

Development Initiated 9.3%Direct Mail 15.1%EMail 5.8%Other 3.3%Radiothon 41.8%TeleMarketing 24.8%

Total: 100.0%

July 1, 2014 - November 30, 2014: 3,781

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Transactions)

Corporate and Foundation Activity

July 1, 2006 - November 30, 2014: $341,537,022

$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 - November 30, 2014: $341,537,022

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 $20,438,620 $8,246,478 $50,841,524

FY14-15 $9,646,769 $5,154,014 $4,078,197 $18,878,980

Total $130,771,077 $130,678,454 $80,087,491 $341,537,022

Corporate and Foundation Activity FY 2014-15

July 1, 2014 - November 30, 2014: $18,879,080

Source Progress

Corporations and Corporate Foundations $5,154,114

Foundations and Family Foundations $9,646,769

Other Organizations $4,078,197

$32,000,000

1,405

$18,879,080

59.0%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

41.6%Percent of Days into Fiscal Year

Total Number of Gifts