UNM Foundation, Executive Campaign Reports January 2014
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Transcript of 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%
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