UNM Foundation Executive Campaign Reports: October 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

$685,333,580

Campaign Progress Report

July 1, 2006 - October 31, 2014: $685,333,580

Campaign Progress - Opportunity Areas

July 1, 2006 - October 31, 2014: $685,333,580

Campus

Campaign

Progress

$416,717,345Campus Programs

$34,540,917Capital Projects and Facilities

$128,660,706Faculty Support & Research

$102,250,163Student Success & Opportunity

$3,164,449Unrestricted

GRAND TOTAL $685,333,580

Campaign Progress - Analysis by Purpose

1%Capital

68%Current

18%Deferred

14%Endowment

July 1, 2006 - October 31, 2014: $685,333,580

Campaign Progress - Analysis by Source

40%

Alumni andFriends

21%Corporations

20%Foundations

18%

OtherOrganizations

July 1, 2006 - October 31, 2014: $685,333,580

$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 - October 31, 2014: $276,340,242

$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 - October 31, 2014: $408,993,339

CampusCampaign % of

Campaign Progress - Executive Committee Leadership Report

July 1, 2006 - October 31, 2014: $685,333,580

GoalProgressCampaign

Goal

HSC %$235,891,516 67$350,000,000

Main Campus %$275,993,370 69$400,000,000

University Initiatives %$173,448,695 69$250,000,000

GRAND TOTAL 69 %$685,333,580 $1,000,000,000

Campus

Campaign

Goal Private

Gifts,

Pledges

& Deferred

% of

Goal

Campaign Progress - University Leadership Report

July 1, 2006 - October 31, 2014: $685,333,580

Totals

1

2

Grants

HSC 67%$350,000,000$235,891,516$62,163,416$173,728,100

Main Campus 69%$400,000,000$275,993,370$14,857,829$261,135,541

University Initiatives 69%$250,000,000$173,448,695$36,529,613$136,919,082

GRAND TOTAL 69 %$1,000,000,000$685,333,580$113,550,858$571,782,722

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 - October 31, 2014: $685,333,580

Totals

1 3 FY14152

Giving to datePlanned Private Gifts &

Totals for

HSC $50,645,150 $62,163,416 $123,082,950 $235,891,516 $10,358,901

Main Campus $80,821,318 $14,857,829 $180,314,223 $275,993,370 $7,686,654

University Initiatives $36,555,918 $36,529,613 $100,363,164 $173,448,695 $8,838,400

GRAND TOTAL $168,022,386 $113,550,858 $403,760,336 $685,333,580 $26,883,955

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 - October 31, 2014: $685,333,580

# 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 %

74 $102,580,718 15 $1,386,226% $1,000,000 - $2,499,999 80 93 %

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

243 $81,187,451 12 $334,105% $250,000 - $499,999 270 90 %

522 $76,477,949 11 $146,509% $100,000 - $249,999 560 93 %

760 $49,272,608 7 $64,832% $50,000 - $99,999 800 95 %

1,187 $38,543,620 6 $32,471% $25,000 - $49,999 1,300 91 %

310,867 $139,751,198 20 $450% Less than $25,000 N/A N/A

313,799 $685,333,580GRAND TOTAL

44% of campaign total from 220 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 - October 31, 2014: $685,333,580

Campaign Progress - Actual vs. Goal

Campaign Progress Unrestricted Giving

July 1, 2006 - October 31, 2014: $3,164,449

Campus Donors Gifts

University Initiatives $3,164,449 5,133

Alumni and Friends $2,282,724Corporations $247,559Foundations $383,508Other Organizations $250,658

Total: $3,164,449

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars)

July 1, 2006 - October 31, 2014: $3,164,449

Alumni and Friends 4926Corporations 115Foundations 41Other Organizations 51

Total: 5133

Campaign Progress - Unrestricted Giving Analysis by Source (Donors)

July 1, 2006 - October 31, 2014: 5,133

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$10,358,901$7,686,654 $8,838,400

$24,175,000

$32,350,000

$23,475,000

HSC Main Campus University Initiatives

ActualGoal

July 1, 2014 - October 31, 2014: $26,883,955

Fiscal Year Progress - Actual vs. Goal

Fiscal Year Progress - Annual Giving

Restricted

July 1, 2014 - October 31, 2014: $1,604,186

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$946,079Health Sciences Center 658$946,079 1,667 0 1,667 658 0

$0$309,848Main Campus 603$309,848 660 0 660 603 0

$19,007$329,252University Initiatives 498$348,259 426 191 617 314 189

$19,007Grand Total $1,585,179

1,702

$1,604,186

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

Total # of Unique Donors *

2,750

** 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 ** 191 2,940

189 1,545

Development Initiated $1,145,507Direct Mail $41,350EMail $49,929Other $15,205Radiothon $27,315TeleMarketing $324,879

Total: $1,604,186

July 1, 2014 - October 31, 2014: $1,604,186

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Dollars)

Development Initiated 10.1%Direct Mail 15.1%EMail 9.9%Other 2.4%Radiothon 21.5%TeleMarketing 41.0%

Total: 100.0%

July 1, 2014 - October 31, 2014: 1,702

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Donors)

Development Initiated 9.6%Direct Mail 9.4%EMail 6.5%Other 3.4%Radiothon 44.6%TeleMarketing 26.6%

Total: 100.0%

July 1, 2014 - October 31, 2014: 2,940

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Transactions)

Corporate and Foundation Activity

July 1, 2006 - October 31, 2014: $339,831,662

$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 - October 31, 2014: $339,832,437

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 $9,105,641 $4,495,889 $3,572,640 $17,174,170

Total $130,229,949 $130,020,279 $79,582,209 $339,832,437

Corporate and Foundation Activity FY 2014-15

July 1, 2014 - October 31, 2014: $17,174,270

Source Progress

Corporations and Corporate Foundations $4,495,989

Foundations and Family Foundations $9,105,641

Other Organizations $3,572,640

$32,000,000

1,224

$17,174,270

53.7%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

33.4%Percent of Days into Fiscal Year

Total Number of Gifts