UNM Foundation Executive Campaign Reports: September 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

$681,645,807

Campaign Progress Report

July 1, 2006 - September 30, 2014: $681,645,807

Campaign Progress - Opportunity Areas

July 1, 2006 - September 30, 2014: $681,645,807

Campus

Campaign

Progress

$414,301,144Campus Programs

$34,373,005Capital Projects and Facilities

$128,177,132Faculty Support & Research

$101,646,954Student Success & Opportunity

$3,147,572Unrestricted

GRAND TOTAL $681,645,807

Campaign Progress - Analysis by Purpose

1%Capital

68%Current

18%Deferred

14%Endowment

July 1, 2006 - September 30, 2014: $681,645,807

Campaign Progress - Analysis by Source

40%

Alumni andFriends

21%Corporations

20%Foundations

18%

OtherOrganizations

July 1, 2006 - September 30, 2014: $681,645,807

$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 - September 30, 2014: $275,651,895

$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 - September 30, 2014: $405,993,912

CampusCampaign % of

Campaign Progress - Executive Committee Leadership Report

July 1, 2006 - September 30, 2014: $681,645,807

GoalProgressCampaign

Goal

HSC %$234,090,370 67$350,000,000

Main Campus %$275,380,241 69$400,000,000

University Initiatives %$172,175,195 69$250,000,000

GRAND TOTAL 68 %$681,645,807 $1,000,000,000

Campus

Campaign

Goal Private

Gifts,

Pledges

& Deferred

% of

Goal

Campaign Progress - University Leadership Report

July 1, 2006 - September 30, 2014: $681,645,807

Totals

1

2

Grants

HSC 67%$350,000,000$234,090,370$61,837,728$172,252,642

Main Campus 69%$400,000,000$275,380,241$14,812,215$260,568,026

University Initiatives 69%$250,000,000$172,175,195$36,510,863$135,664,333

GRAND TOTAL 68 %$1,000,000,000$681,645,807$113,160,806$568,485,001

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 - September 30, 2014: $681,645,807

Totals

1 3 FY14152

Giving to datePlanned Private Gifts &

Totals for

HSC $50,487,088 $61,837,728 $121,765,554 $234,090,370 $8,557,755

Main Campus $80,816,506 $14,812,215 $179,751,520 $275,380,241 $7,073,525

University Initiatives $36,191,540 $36,510,863 $99,472,792 $172,175,195 $7,564,901

GRAND TOTAL $167,495,134 $113,160,806 $400,989,866 $681,645,807 $23,196,182

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 - September 30, 2014: $681,645,807

# 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 %

123 $77,339,349 11 $628,775% $500,000 - $999,999 125 98 %

240 $80,106,383 12 $333,777% $250,000 - $499,999 270 89 %

516 $75,742,230 11 $146,787% $100,000 - $249,999 560 92 %

757 $49,119,608 7 $64,887% $50,000 - $99,999 800 95 %

1,180 $38,340,744 6 $32,492% $25,000 - $49,999 1,300 91 %

308,773 $138,736,086 20 $449% Less than $25,000 N/A N/A

311,685 $681,645,807GRAND TOTAL

44% of campaign total from 219 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 - September 30, 2014: $681,645,807

Campaign Progress - Actual vs. Goal

Unrestricted Giving Campaign Progress Report

July 1, 2006 - September 30, 2014: $3,147,562

Campus Donors Gifts

University Initiatives $3,147,562 5,061

Alumni and Friends $2,270,118Corporations $246,965Foundations $383,508Other Organizations $246,971

Total: $3,147,562

Campaign Progress - Unrestricted Giving Analysis by Source (Dollars)

July 1, 2006 - September 30, 2014: $3,147,562

Alumni and Friends 4857Corporations 113Foundations 41Other Organizations 50

Total: 5061

Campaign Progress - Unrestricted Giving Analysis by Source (Donors)

July 1, 2006 - September 30, 2014: 5,061

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$8,557,755$7,073,525 $7,564,901

$24,175,000

$32,350,000

$23,475,000

HSC Main Campus University Initiatives

ActualGoal

July 1, 2014 - September 30, 2014: $23,196,182

Fiscal Year Progress - Actual vs. Goal

Fiscal Year Progress - Annual Giving

Restricted

July 1, 2014 - September 30, 2014: $1,026,636

DonorsAmountCampus# of

Gifts

# of

GiftsDonorsAmount

Unrestricted

# of

GiftsDonorsAmount

Total

$0$719,088Health Sciences Center 486$719,088 1,183 0 1,183 486 0

$0$36,506Main Campus 162$36,506 191 0 191 162 0

$3,853$267,190University Initiatives 232$271,043 267 43 310 192 42

$3,853Grand Total $1,022,784

865

$1,026,636

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

Total # of Unique Donors *

1,639

** 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 ** 43 1,682

42 825

Development Initiated $940,363Direct Mail $14,246EMail $35,699Other $2,297Radiothon $21,245TeleMarketing $12,787

Total: $1,026,636

July 1, 2014 - September 30, 2014: $1,026,636

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Dollars)

Development Initiated 15.7%Direct Mail 10.9%EMail 15.5%Other 3.1%Radiothon 42.4%TeleMarketing 12.4%

Total: 100.0%

July 1, 2014 - September 30, 2014: 865

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Donors)

Development Initiated 12.6%Direct Mail 6.4%EMail 9.0%Other 4.0%Radiothon 60.5%TeleMarketing 7.6%

Total: 100.0%

July 1, 2014 - September 30, 2014: 1,682

Fiscal Year Progress - Annual Giving Total by Solicitation Source

(Transactions)

Corporate and Foundation Activity

July 1, 2006 - September 30, 2014: $337,483,954

$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 OrganizationsCorporate and CorporateFoundationsFoundations and FamilyFoundations

Corporate and Foundation Activity

July 1, 2006 - September 30, 2014: $337,483,954

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 $8,552,069 $3,363,361 $2,910,257 $14,825,688

Total $129,676,377 $128,887,751 $78,919,826 $337,483,954

Corporate and Foundation Activity FY 2014-15

July 1, 2014 - September 30, 2014: $14,825,788

Source Progress

Corporations and Corporate Foundations $3,363,461

Foundations and Family Foundations $8,552,069

Other Organizations $2,910,257

$32,000,000

995

$14,825,788

46.3%

Current FY Total

Current Fiscal Year Goal

Progress to Current Fiscal Year Goal

24.9%Percent of Days into Fiscal Year

Total Number of Gifts