UNM Foundation Executive Campaign Reports, February 2014
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Transcript of UNM Foundation Executive Campaign Reports, February 2014
$0
$100,000,000
$200,000,000
$300,000,000
$400,000,000
$500,000,000
$600,000,000
$675,000,000
$624,550,879
Progress Report
July 1, 2006 - February 28, 2014: $624,550,879
Campaign Opportunity Areas
July 1, 2006 - February 28, 2014: $624,550,879
Campus
Campaign
Progress
$374,873,237Campus Programs
$35,503,661Capital Projects and Facilities
$119,246,836Faculty Support & Research
$91,918,919Student Success & Opportunity
$3,008,227Unrestricted
Grand Total $624,550,879
Campaign Analysis by Purpose
1%Capital
66%Current
19%Deferred
14%Endowment
July 1, 2006 - February 28, 2014: $624,550,879
Campaign Analysis by Source
41%
Alumni andFriends
21%Corporations
19%Foundations
19%
OtherOrganizations
July 1, 2006 - February 28, 2014: $624,550,879
Campus
Campaign
Goal
Percentage
of
Goal
Executive Committee Leadership Report
July 1, 2006 - February 28, 2014: $624,550,879
Campaign
Progress
HSC %$218,581,208 88$248,000,000
Main Campus %$253,399,957 112$226,500,000
University Initiatives %$152,569,714 76$200,500,000
Grand Total: 93 %$624,550,879 $675,000,000
Campus
Campaign
Goal
Private
Grants
Gifts,
Pledges
& Deferred
Percentage
of
Goal
University Leadership Report
July 1, 2006 - February 28, 2014: $624,550,879
Totals
1
2
HSC 88%$248,000,000$218,581,208$53,697,870$164,883,338
Main Campus 112%$226,500,000$253,399,957$11,674,560$241,725,397
University Initiatives 76%$200,500,000$152,569,714$33,725,749$118,843,965
Grand Total 93 %$675,000,000$624,550,879$99,098,179$525,452,700
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 - February 28, 2014: $624,550,879
Totals
1 3
Totals for
FY13-14 2Planned
Giving to date
HSC $20,239,579 $49,825,480 $53,697,870 $115,057,859 $218,581,208
Main Campus $19,821,675 $76,668,639 $11,674,560 $165,056,758 $253,399,957
University Initiatives $13,670,520 $32,420,531 $33,725,749 $86,423,434 $152,569,714
Grand Total $53,731,774 $158,914,650 $99,098,179 $366,538,050 $624,550,879
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 - February 28, 2014: $624,550,879
# 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
108 135 0.04 % $67,383,352 11 $623,920%% $500,000 - $999,999 80
222 139 0.08 % $74,368,326 12 $334,992%% $250,000 - $499,999 160
463 116 0.16 % $68,222,692 11 $147,349%% $100,000 - $249,999 400
693 126 0.24 % $45,109,746 7 $65,093%% $50,000 - $99,999 550
1,100 138 0.37 % $35,801,662 6 $32,547%% $25,000 - $49,999 800
290,823 99.09 % $129,071,116 21 $444% Less Than $25,000
293,497 $624,550,879Total:
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 - February 28, 2014: $624,550,879
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 - February 28, 2014: $53,731,774
Current Fiscal Year
Fiscal Year Report - Actual vs. Goal
Annual Giving Progress Report
Restricted
July 01, 2013 - February 28, 2014: $2,919,215
DonorsAmountCampus# of
Gifts
# of
GiftsDonorsAmount
Unrestricted
# of
GiftsDonorsAmount
Total
$0$1,781,096 0 1,843HSC 1,843$1,781,096 4,315 0 4,315
$0$452,817 0 2,079Main Campus 2,079$452,817 2,377 0 2,377
$79,706$605,596 644 601University Initiatives 1,222$685,303 849 666 1,514
$79,706
644
Grand Total $2,839,509
5,002
$2,919,215
4,424
* A donor may make both restricted and unrestricted gifts and many make gifts to more than one campus.
Total # of Unique Donors *
7,532
** 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 ** 666 8,195
Development Initiated $458,359Direct Mail $486,813EMail $125,946Other $1,523,723Radiothon $107,822TeleMarketing $216,552
Total: $2,919,215
July 01, 2013 - February 28, 2014: $2,919,215
Annual Giving Analysis by Solicitation Source (Dollars)
Development Initiated 4.9%Direct Mail 31.0%EMail 9.9%Other 4.5%Radiothon 17.9%TeleMarketing 31.8%
Total: 100.0%
July 01, 2013 - February 28, 2014: 5,002
Annual Giving Analysis by Solicitation Source (Donors)
Development Initiated 5.6%Direct Mail 23.4%EMail 6.7%Other 4.7%Radiothon 38.5%TeleMarketing 21.1%
Total: 100.0%
July 01, 2013 - February 28, 2014: 8,195
Annual Giving Analysis by Solicitation Source (Transactions)
Corporate and Foundation Relations Campaign Progress
July 1, 2006 - February 28, 2014: $296,298,451
$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 - February 28, 2014: $296,298,451
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 $10,809,907 $34,703,402
FY08-09 $13,217,991 $16,892,728 $9,882,752 $39,993,470
FY09-10 $12,562,175 $13,832,568 $10,007,794 $36,402,536
FY10-11 $17,474,952 $12,980,758 $8,557,171 $39,012,881
FY11-12 $13,091,797 $17,468,948 $8,665,840 $39,226,585
FY12-13 $15,902,995 $16,858,451 $8,039,652 $40,801,097
FY13-14 $9,465,284 $9,310,228 $5,490,860 $24,266,372
Total $108,587,253 $114,458,816 $73,252,382 $296,298,451
Corporate and Foundation Relations Campaign Progress
Current Fiscal Year
July 01, 2013 - February 28, 2014: $24,266,372
Source Campaign Progress
Corporations and Corporate Foundations $9,310,228
Foundations and Family Foundations $9,465,284
Other Organizations $5,490,860
$30,000,000
2,898
$24,266,372
80.9%
Current FY Total
Current Fiscal Year Goal
Progress to Current Fiscal Year Goal
66.3%Percent of Days into Fiscal Year
Total Number of Gifts
Campus Donors Gifts
Unrestricted Giving Progress Report
July 01, 2013 - February 28, 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 - February 28, 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 - February 28, 2014: 774