UNM Foundation's 2008-2009 Report of Giving

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Transcript of UNM Foundation's 2008-2009 Report of Giving

  • 2008 - 2009 ANNUAL REPORT OF GIVING

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  • { From U NM Pr e s i den t Dav i d J. S chm i dly }

    Letter from UNM President 1

    Letter from UNM Foundation President and Board Chair 2

    UNM Foundation Board of Trustees 3

    Financial Information 4

    Donor Gift Highlights 6

    New Endowments 12

    Popejoy Society 15

    New Horizons Society 17

    Annual Fund/Giving Societies 18

    Deans Circles 20

    Gifts to UNM 22

    Ways to Give 27

    UNM Foundation Information 28

    Cover Photo: George Pearl Hall at night through a fish eye lens, by Ben Roberts. Pearl Hall, home of the UNM School of Architecture and Planning, is named for the late George C. Pearl, whose generosity and gifts established a major endowment that provides essential funding support to the Historic Preservation and Regionalism Program and also contributed to the construction of the building. The schools Gateway to Excellence campaign raised more than $2.5 million from friends and alumni.

    { TA B L E OF CON T E N T S }

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  • { From U NM Pr e s i den t Dav i d J. S chm i dly }

    FOUNDATION

    UN

    IV

    ER

    S IT Y

    o f N E W

    ME

    XI

    COAnniversary

    Dear Friends of UNM,

    I am pleased to announce to the University of New Mexico community that the UNM Foundation raised more than $90 million for the University in fiscal year 2008-09. Despite the troubled economy and everyones intent to do more with less, this announcement marks another record in a long line of records. This fall the Foundation marks its first full year as an independent non-profit organization. I am again impressed with what it has accomplished in that short time. Special thanks go to the UNMF Board of Trustees, UNMF President John Stropp and the outstanding team of UNMF fund raisers and support staff who keep things moving smoothly day after day.

    Without a doubt this concerted effort could not succeed without you, our supporters. Since the University receives only 18.5 percent of its budget from state sources, we depend on the

    generosity of public-spirited donors to fulfill our challenging mandate in service to the people of New Mexico. It requires a monumental collaborative effort on the part of all members of the UNM community to ensure that the University continues to pioneer new frontiers of educational excellence, opportunity, research and medicine. A very warm thanks goes to our faculty and staff for their amazing accomplishments in all these realms, and I likewise honor the friends and alumni who underwrite these vital initiatives. Together, you support the very heart and soul of UNM our students.

    So let me take this opportunity to say again how much it means to have you with us. UNM is a precious resource for the people of New Mexico. I am keenly aware of the responsibility that comes with leading this institution and have committed myself to making it all it can be for the benefit of those it serves. Your partnership is essential to this purpose. We couldnt do it without you, and I want you to know how grateful I am for your commitment to our high mission.

    With profound appreciation,

    David J. Schmidly, PresidentUniversity of New Mexico

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  • { From the UNM Foundation President and Board Chair }

    Since 1979 the UNM Foundation has been working to secure the funding needed for the University of New Mexicos critical mission as the states flagship institution of higher education. In marking this 30th anniversary, we have much to celebrate. The most recentand certainly most unlikelycause for cheer in this saga of three decades took place this past year. Despite the poor economy, we are happy to report that we more than held our own on the fund-raising front. Thanks to you and other generous partners, in fiscal year 2008-09 the Foundation surpassed all previous records by bringing in $90 million to support a multitude of educational programs, research efforts and health care services at the University.

    To that we can add another landmark. As you might imagine, given the economic climate, the value of our endowment declined. Nevertheless, with careful management and policy setting,

    the Foundation distributed $15.2 million from our Consolidated Investment Fund to meet crucial University funding priorities, a remarkable 7.8 percent increase over the prior year.

    Such extraordinary achievements reflect the commitment of extraordinary citizens, and you are one of the nearly 17,000 people who made these feats possible. We gratefully count you among the faithful friends who, during lean financial times, stepped forward to lend a hand to the University that serves them.

    We cant thank you enough for this. We hope you know what a difference your giving makes to the growing number of students UNM educates, the frontline faculty research it sponsors and the ever expanding number of patients it cares for at the Health Sciences Center. We hope you also know that, through helping UNM do these things, you are contributing significantly to the civic health and economic well-being of our beautiful state.

    As we move into the Foundations 31st year to take on the challenges that lie ahead, we look forward to continuing our partnership with you. Meanwhile, with much appreciation we wish you success in your own endeavors!

    John R. Stropp, President UNM Foundation

    Anne Yegge, ChairUNM Foundation Board of Trustees

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  • { U NM Foundat ion }

    Carl Alongi Board Treasurer Albuquerque (2006-2010)

    Laura Hueter BassExecutive CommitteePlacitas, N.M. (2006-2010)

    Stephanie Bennett-Smith, PhDBrielle, N.J. (2005-2013 )

    Dorothy Wade Black Santa Fe (2001-2009)

    Robert L. BovinetteExecutive CommitteeAlbuquerque (2004-2012)

    Douglas M. Brown Los Ranchos de Albuquerque(2001-2009)

    Dennis Burns, RPhLa Luz, N.M. (2008-2012)

    Lou Anne Lujan ByrdLos Ranchos de Albuquerque (2007-2011)

    Louise W. CampbellCorrales, N.M. (2004-2012)

    Don ChalmersUNM RegentExecutive Committee

    Chris ChantAlbuquerque (2008-2012)

    Michelle CoonsAlbuquerque (2007-2011)

    John CordovaAlbuquerque (2006-2010)

    Thelma DomeniciChair of the Board(2006 - February 2009)Albuquerque (2000-2009)

    Steven Durkovich, Esq.Santa Fe (2008-2012)

    James EllisSan Marino, Calif. (2006- March 2009)

    Michael EmersonAlbuquerque (2002-2010)

    Gus FosterTaos, N.M. (2007-2011)

    George FribergAlbuquerque (1999-2011)

    Gary L. GordonBoard Vice-Chair/Chair-ElectLos Ranchos de Albuquerque(2004-2012)

    Peter JohnstoneAlbuquerque (2007-2012)

    Yolanda Jones King, PhDMoriarty, N.M. (1999-2011)

    Gerald LandgrafAlbuquerque (2004-2012)

    Judith LavenderNational Vice-ChairChicago, Ill. (2001-January 2009)

    Mark Lesher, MDAlbuquerque (2007-2011)

    John J. LopezSan Diego, Calif. (2003-2010)

    James M. Maddox, Esq.Hobbs, N.M. (2008-2012)

    Sonnet McKinnonGreenwich, Conn. (2006-2010)

    Robert MurphyAlbuquerque (2006 - March 2009)

    Anne Jarvis OBrien, Esq. Washington, D.C. (2001-2009)

    Jack OliveAnchorage, Alaska (2007 - December 2009)

    Melissa ORourkeEl Paso, Texas (2008 - June 2009)

    Suzanne OrtegaProvost, UNM(June 2009)

    Steven PetranovichGallup, N.M. (2007-2011)

    Dorothy RainosekExecutive CommitteeAlbuquerque (1998-2010)

    Nestor RomeroAlbuquerque (2004 - April 2009)

    Paul Roth, MDExecutive Vice PresidentUNM Health Sciences Center(June 2009)

    David J. Schmidly, PhDPresident, UNM Executive Committee

    Ron SchneierWilton, Conn. (2000-2012)

    John R. StroppPresident and CEO of the Foundaton

    Kyla Thompson Executive CommitteeLos Ranchos de Albuquerque(2006-2009)

    Louis L. Weller, FAIAAlbuquerque (2002-2010)

    Elizabeth WigginsHouston, Texas (2007-2011)

    Anne YeggeSecretary of the BoardChair, Board of Trustees (March 2009 - June 2009)Albuquerque (2002-2010)

    Judy ZanottiPresident, UNM Alumni AssociationAlbuquerque (2008-2009)

    Raymond ZilerExecutive CommitteeAlbuquerque (2000-2012)

    Orcilia Zuiga Forbes, PhDPortland, Ore. (2008-2012)

    End of Service Term June 30, 2009

    Officers

    FORMER BOARD CHAIRSThelma Domenici 2007-2009

    Robert L. Bovinette 2005-2007

    Robert M. Goodman 2002-2005

    Mary D. Poole 2000-2002

    Ann Rhoades 1998-2000

    Dick Morris 1996-1998

    Wayne Davenport 1994-1996

    Maralyn Budke 1992-1994

    Maxine Friedman 1988-1992

    Jerry Geist 1984-1988

    Jack Rust 1980-1984

    2008-09 BOARD OF TRUSTEES

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  • The University Of New Mexico Board of Regents has delegated authority to the UNM Foundation Investment Committee to oversee and manage the endowment assets of the University and the Foundation. The pooled assets are combined for investment purposes and operated as a unitized pool known as the Consolidated Investment Fund (CIF).

    The CIF is managed in accordance with the CIF Endowment Investment Management Policy, which is approved by both the UNM Foundation Board of Trustees and the UNM Board of Regents.

    FY 2008-09 was an extremely difficult year for all investment markets. The CIF finished the year with a market value of approximately

    $259 million, a decline of 20.5 percent when compared to the previous fiscal year. This return compares favorably with those for the overall market and peer institutions. Investment returns were down in all asset classes of the CIF with the exception of the fixed income portion of the portfolio which returned +3.1 percent. In the CIF portfolio U.S. equities and

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