Presentation:
This document is a set of powerpoint slides with text and graphs.
Information:
Slide 1:
Annual Report on Gifts, Fundraising and Endowments
Year Ended June 30, 2019
Slide 2: UMS Gifts Received* by Donor Type ($ in millions)
Graph Presentation:
Graph presents years along the X-axis with a range of FY15 through FY19. Y-axis is dollars in millions with a range of $0 to $30. Five bars in each year give $ in millions in the following categories:
- Alumni & Alumni Associations
- University Foundations
- Indviduals
- Non-Profits & Other
- Corporations
A line graph notates total $ in millions for each year. The trend is slight decrease from FY15 to FY18, then large increase for FY19.
Graph Data ($ in millions):
| Fiscal Year | Alumni & Alumni Associations | University Foundations | Individuals | Non-Profits & Other | Corporations | Total |
|---|---|---|---|---|---|---|
| FY15 | Exact date not show on graph. Displayed just below 2.5. | 8.6 | Exact date not show on graph. Displayed just below 2.5. | Exact date not show on graph. Displayed around 3. | Exact date not show on graph. Displayed around 3. | 19.4 |
| FY16 | Exact date not show on graph. Displayed around 1. | 8.3 | Exact date not show on graph. Displayed just below 2.5. | Exact date not show on graph. Displayed around 3. | Exact date not show on graph. Displayed just below 5. | 18.9 |
| FY17 | Exact date not show on graph. Displayed around 0.5. | 10.1 | Exact date not show on graph. Displayed around 1.75. | Exact date not show on graph. Displayed just below 2.5. | Exact date not show on graph. Displayed just above 2.5. | 17 |
| FY18 | Exact date not show on graph. Displayed around 0.5. | 10.4 | Exact date not show on graph. Displayed around 1.75. | Exact date not show on graph. Displayed just below 2.5. | Exact date not show on graph. Displayed just above 2.5. | 17 |
| FY19 | Exact date not show on graph. Displayed around 0.5. | 13.2 | Exact date not show on graph. Displayed around 3. | Exact date not show on graph. Displayed around 1.75. | Exact date not show on graph. Displayed around 8. | 26.7 |
Additional Text:
The UMS receives gifts through two methods:
- Direct donations from alumni, individuals, corporations, and non-profits
- Endowment distributions and non-endowed gifts from its affiliated fund raising organizations, the largest of which are the university foundations (see page 9 for FY18 and FY19 gifts that the affiliates received)
*UMS gifts reported herein include cash, checks and negotiable securities, and pledge payments. Gifts-in-kind and pledges receivable are not included in these totals.
Slide 3: UMS Gifts Received by Restriction Type ($ in millions)
Graph Presentation:
Graph presents years along the X-axis with a range of FY15 through FY19. Y-axis is dollars in millions with a range of $0 to $30. Four bars in each year give $ in millions in the following categories:
- Restricted
- Endowed
- Unrestricted
- Total
The trend is slight decrease from FY15 to FY18, then large increase for FY19.
Graph Data ($ in millions):
| Fiscal Year | Restricted | Endowed | Unrestricted | Total |
|---|---|---|---|---|
| FY15 | 17.2 | 1.6 | 0.6 | 19.4 |
| FY166 | 16.9 | 1.1 | 0.9 | 18.9 |
| FY17 | 15.3 | 1.3 | 0.4 | 17 |
| FY18 | 15.3 | 0.4 | 0.3 | 17 |
| FY19 | 17.9 | 8.5 | 0.3 | 26.7 |
Additional Text:
Endowed gifts increased from FY18 to FY19 primarily due to a one-time $5 million gift to the University of Maine.
Slide 4: UMS FY19 Gifts Received by Purpose ($ in millions)
Graph Presentation:
Graph presents purpose categories along the X-axis. Y-axis is dollars in millions with a range of $0 to $12.
Graph Data ($ in millions):
- Student Aid: 9.4
- Academic Divisions: 10.8
- Research: 1.5
- Other 0.8
- Public Service and Extension: 1.5
- Facilities: 1.7
- Unrestricted: 0.3
- Library: 0.7
Additional Text:
- Academic Divisions comprised 40% of total FY19 gifts due to a one-time $5 million endowment gift to the University of Maine.
- Student Aid comprised 35% of total FY19 gifts.
- $26.4 million, or 99%, of gifts received in FY19 were restricted by the donor for a particular purpose.
Slide 5: UMS Gifts Received by Campus ($ in millions)
Graph Presentation:
Graph presents campuses along the X-axis. Y-axis is dollars in millions with a range of $0 to $20. Two bars in each year give $ in millions in the following categories:
- FY18
- FY19
Total gifts received ($ in millions) is 17 for FY18 and 26.7 for FY19.
Graph Data ($ in millions):
| Campus | FY18 | FY19 |
|---|---|---|
| UM | 13.1 | 19.5 |
| UMA | 0.4 | 0.5 |
| UMF | 1 | 2.5 |
| UMFK | 0.6 | 0.1 |
| UMM | 0.1 | 0 |
| UMPI | 0.2 | 0.6 |
| USM | 1.6 | 3.5 |
Slide 6: UMS Gift Balances as of June 30th ($ in millions)
Graph Presentation:
Graph presents years along the X-axis with a range of FY15 through FY19. Y-axis is dollars in millions with a range of $0 to $200. Four bars in each year give $ in millions in the following categories:
- Endowment MV
- Gift Balances
- Pledges Outstanding
- Total
The trend is an increase in total from FY16 through FY19.
Graph Data ($ in millions):
| Fiscal Year | Endowment MV | Gift Balances | Pledges Outstanding | Total |
|---|---|---|---|---|
| FY15 | 125 | 45 | 2 | 172 |
| FY16 | 118 | 49 | 3 | 170 |
| FY17 | 126 | 52 | 2 | 180 |
| FY18 | 131 | 53 | 1 | 185 |
| FY19 | 138 | 55 | 2 | 195 |
Slide 7: UMS Gift Balances by Campus as of June 30, 2019 ($ in millions)
Graph Presentation:
Graph presents campuses along the X-axis. Y-axis is dollars in millions with a range of $0 to $140. Four for each campus give $ in millions in the following categories:
- Endowment MV
- Gift Balances
- Pledges Outstanding
- Total
Graph Data ($ in millions):
| Campus | Endowment MV | Gift Balances | Pledges Outstanding | Total |
|---|---|---|---|---|
| UM | Exact data not show on graph. Displayed around 85. | Exact date not show on graph. Displayed just below 40. | No bar shown. | 123.6 |
| UMA | Exact date not show on graph. Displayed around 8. | Exact date not show on graph. Displayed just above 0. | No bar shown. | 9.1 |
| UMF | Exact date not show on graph. Displayed around 15. | Exact date not show on graph. Displayed above 0. | No bar shown. | 17.7 |
| UMFK | Exact date not show on graph. Displayed above 0. | Exact date not show on graph. Displayed above 0. | No bar shown. | 3.1 |
| UMM | Exact date not show on graph. Displayed around 2. | Exact date not show on graph. Displayed above 0. | No bar shown. | 3.4 |
| UMPI | Exact date not show on graph. Displayed around 16. | Exact date not show on graph. Displayed above 0. | No bar shown. | 18.0 |
| USM | Exact date not show on graph. Displayed above 0. | Exact date not show on graph. Displayed around 8. | Exact date not show on graph. Displayed above 0. | 11.0 |
| MULTI | Exact date not show on graph. Displayed around 8. | Exact date not show on graph. Displayed above 0. | No bar shown. | 8.8 |
Slide 8:
UMS Affiliated Fund Raising Organizations
Slide 9: Gifts Received by UMS Affiliated Organizations ($ in thousands)
Presentation:
Table presents Gifts Received by UMS Affiliated Organizations ($ in thousands) for FY18 and FY19, separated into the following categories:
- UM Affiliates
- UMFK Affiliates
- UMM Alumni Association
- Foundation of the University of Maine at Presque Isle
- USM Affiliates
- Total Gifts Received by Affiliated Organizations
Table Data ($ in thousands):
UM Affiliates:
| Organization | FY18 | FY19 |
|---|---|---|
| UM Alumni Association | 209 | 207 |
| UM Foundation
Note: 60% of FY18 gifts and 48% of FY19 gifts were from Alumni |
12,878 | 13.051 |
| UM Pulp & Paper Foundation | 419 | 736 |
| 4-H Camps at Tanglewood & Blueberry Cove | 19 | 47 |
| Maine 4-H Foundation | 571 | 1,172 |
UMFK Affiliates:
| Organization | FY18 | FY19 |
|---|---|---|
| UMFK Alumni Association | 3 | – |
| UMFK Foundation | 165 | 147 |
| John L. Martin Scholarship Fund | – | – |
UMM Alumni Association:
| FY18 | FY19 |
|---|---|
| – | – |
Foundation of the University at Presque Isle:
| FY18 | FY19 |
|---|---|
| 1,143 | 204 |
USM Affiliates:
| Organization | FY18 | FY19 |
|---|---|---|
| USM Foundation
Note: 29% of FY18 gifts and 16% of FY19 gifts were from Alumni |
2,982 | 4,344 |
| UM Law School Foundation | 782 | 1,098 |
| Associates of the Osher Map Library | – | 45 |
Total Gifts Received by Affiliated Organizations:
| FY18 | FY19 |
|---|---|
| 19,171 | 21,051 |
Slide 10: Endowment Market Values for UMS Affiliated Organizations ($ in millions)
Presentation:
Table presents Endowment Market Values for UMS Affiliated Organizations ($ in millions) for FY18 and FY19, separated into the following categories:
- UM Affiliates
- UMFK Affiliates
- Foundation of the University of Maine at Presque Isle
- USM Affiliates
- Total Endowment Market Value for Affiliated Organizations
Table Data ($ in thousands):
UM Affiliates:
| Organization | FY18 | FY19 |
|---|---|---|
| UM Foundation
Note: UM Foundation totals include UM Alumni Association endowments. |
221 | 227.1 |
| UM Pulp & Paper Foundation | 18.5 | 17.5 |
| 4-H Camps at Tanglewood & Blueberry Cove | 0.3 | 0.3 |
| Maine 4-H Foundation | 3.6 | 3.5 |
UMFK Affiliates:
| Organization | FY18 | FY19 |
|---|---|---|
| UMFK Foundation*
Note: UMFK Foundation totals include UMFK Alumni Association endowments. |
2.3 | 2.5 |
| John L. Martin Scholarship Fund* | 0.1 | 0.1 |
Foundation of the University at Presque Isle:
| FY18 | FY19 |
|---|---|
| 6.1 | 6.1 |
USM Affiliates:
| Organization | FY18 | FY19 |
|---|---|---|
| USM Foundation* | 20.3 | 21.9 |
| UM Law School Foundation* | 4.6 | 4.5 |
| Associates of the Osher Map Library | – | 2.7 |
Total Endowment Market Value for Affiliated Organizations:
| FY18 | FY19 |
|---|---|
| 276.8 | 286.3 |
* Endowment included in the UMS Managed Investment Pool.
Slide 11: Status of Capital Campaigns as of June 30, 2019 ($ in millions)
Presentation & Data:
Pie chart of Status of Capital Campaigns ($ in Millions) is divided into three sections:
- Value of Gifts Received: $152,235
- Amount to Meet Goal: $27,212
- Outstanding Pledges: $20,553
Goal: $200,000
Additional Text:
Vision for Tomorrow Comprehensive Campaign (UM) Includes gifts received by the University of Maine and it’s affiliated organizations, with the University of Maine Foundation leading the fundraising effort. The UMS Board of Trustees approved the campaign in May 2017 with public announcement by the campus in October 2017. Four priorities guide this campaign with students being at the heart of each — Fostering Student Success, Ensuring Access for All of Maine, Catalyzing Maine’s Economy, and Accelerating Discovery to Impact. These priorities overlap so that a gift in support of one positively impacts the others and advances the mission of the University of Maine — teaching, research, and public service.
Start 7/1/11
End 6/30/20
Slide 12: Status of Capital Campaigns as of June 30, 2019 – continued
Text – continued:
Next Generation Comprehensive Campaign (USM)
In May 2017, the UMS Board of Trustees approved the campaign, “USM: The Next Generation” to raise an anticipated $80 million.
Since that time the landscape has changed in numerous ways, including:
- Successful passage of the statewide bond initiative
- An imminent name change
- Leadership changes at the USM Foundation and on the USM President’s Cabinet
The USM Foundation has engaged fundraising counsel to lead a campaign design exercise, which will culminate in January 2020. The updated campaign plan will go before the USM Foundation Board and USM President’s Cabinet for ratification.
Below is an update for the four fundraising priorities presented to the UMS Board of Trustees in May 2017:
- The Center for the Arts, previously known as the Performing Arts Center, has been tabled pending the campaign design exercise.
- Promise Scholars Program has a significantly reduced fundraising target based on data from the first two cohorts of scholarship recipients and is continuing to raise funds towards its modified goal of $5.8 million in endowed scholarships and $750,000 in spendable scholarships. Just over $1.6 million was raised in FY19 for a total raised of $4.78 million.
- The Risk Management & Insurance Program chair campaign raised an additional $150,000 in FY19 for a total raised of $1.8 million. The goal remains $3 million.
- The athletics fundraising component is not active at this time.