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, 2021
Slide 2: Acronym Key
- UMS = University of Maine System
- FY = fiscal year
- UM = University of Maine
- UMA = University of Maine at Augusta
- UMF = University of Maine at Farmington
- UMFK = University of Maine at Fort Kent
- UMM = University of Maine at Machias
- UMPI = University of Maine at Presque Isle
- USM = University of Southern Maine
- Endowment MV = Endowment Market Value
Slide 3:
Part 1: University of Maine System
Excludes FundRaising Organizations
Slide 4: University of Maine System Gifts Received* by Donor Type ($ in millions)
Graph Presentation:
Graph presents years along the X-axis with a range of FY17 through FY21. 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 and Alumni Associations
- University Foundations
- Individuals
- Non-Profits and Other
- Corporations
Graph Data:
| Fiscal Year | Alumni & Alumni Associations | University Foundations | Individuals | Non-Profits & Other | Corporations | Total |
|---|---|---|---|---|---|---|
| FY17 | Exact data not shown on graph. Displayed around 0.5 | 10.1 | Exact data not shown on graph. Displayed around 1.75 | Exact data not show on graph. Displayed just below 2.5 | Exact Data not shown on graph. Displayed just above 2.5 | 17 |
| FY18 | Exact data not shown on graph. Displayed around 0.5 | 10.4 | Exact data not shown on graph. Displayed around 1.75 | Exact data not shown on graph. Displayed just below 2.5 | Exact data not shown on graph. Displayed just above 2.5 | 17 |
| FY19 | Exact data not shown on graph. Displayed around 0.5 | 14 | Exact data not shown on graph. Displayed around 3 | Exact data not shown on graph. Displayed around 8 | Exact data not shown on graph. Displayed around 1.75 | 27.5 |
| FY20 | Exact data not shown on graph. Displayed at close to 0 | 15.6 | Exact data not shown on graph. Displayed around 2.3 | Exact data not shown on graph. Displayed at 2.5 | Exact data not shown on graph. Displayed at around 0.75 | 21.4 |
| FY21 | Exact data not shown on graph. Displayed at around 2.4 | 15.4 | Exact data not show on graph. Displayed at around 2.5 | Exact data not shown on graph. Displayed at around 4 | Exact data not shown on graph. Displayed at around 1.75 | 25.6 |
Additional Text:
The University of Maine System 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 10 for FY20 and FY21 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 5: UMS Gifts Received by Restriction Type ($ in millions)
Graph Presentation:
Graph presents years along the X-axis with a range of FY17 through FY21. 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
Graph Data ($ in millions):
| Fiscal Year | Restricted | Endowed | Unrestricted | Total |
|---|---|---|---|---|
| FY17 | 15.3 | 1.3 | 0.4 | 17 |
| FY18 | 15.3 | 1.4 | 0.3 | 17 |
| FY19 | 18.6 | 8.5 | 0.4 | 27.5 |
| FY20 | 18.3 | 2.8 | 0.3 | 21.4 |
| FY21 | 21.8 | 2.6 | 1.2 | 25.6 |
Additional Text:
Restricted gifts increased from FY20 to FY21 primarily due to three one-time bequests to the University of Maine in FY21 totaling just over $2.2 million.
Slide 6: UMS FY21 Gifts Received by Purpose ($ in millions)
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: 11.6
- Academic Divisions: 4.0
- Other: 1.4
- Facilities: 2.7
- Public Service & Extension: 1.9
- Research: 1.6
- Athletics: 1.0
- Unrestricted: 1.2
- Library: 0.2
Slide 7: UMS Gifts Received by Campus ($ in millions)
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:
- FY20
- FY21
Total gifts received ($ in millions) is 21.4 for FY20 and 25.6 for FY21.
Graph Data ($ in millions):
| Campus | FY20 | FY21 |
|---|---|---|
| UM | 13.1 | 18.9 |
| UMA | 0.4 | 0.3 |
| UMF | 1.6 | 1.8 |
| UMFK | 0.2 | 0.2 |
| UMM | 0.1 | 0 |
| UMPI | 0.4 | 0.6 |
| USM | 5.0 | 3.0 |
| Law School | 0.6 | 0.8 |
Slide 8: UMS Gift Balances as of June 30th
Graph Presentation:
Graph presents years along the X-axis with a range of FY17 through FY21. 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
Graph Data ($ in millions):
| Fiscal Year | Endowment MV | Gift Balances | Pledges outstanding | Total |
|---|---|---|---|---|
| FY17 | 126 | 52 | 2 | 180 |
| FY18 | 131 | 53 | 1 | 185 |
| FY19 | 138 | 55 | 2 | 195 |
| FY20 | 134 | 58 | 2 | 194 |
| FY21 | 166 | 63 | 0 | 229 |
Slide 9: UMS Gift Balances by Campus as of June 30, 2021 ($ in millions)
Graph Presentation:
Graph presents campuses plus a multi along the X-axis. Y-axis is dollars in millions with a range of $0 to $150. Each campus and multi 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 shown on graph. Displayed around 102 | Exact Data not shown on graph. Displayed around 45 | No bar shown | 149.2 |
| UMA | Exact data not shown on graph. Displayed around 9 | Exact Data not shown on graph. Displayed around 1.9 | No bar shown | 10.9 |
| UMF | Exact Data not shown on graph. Displayed around 19 | Exact Data not shown on graph. Displayed around 2.9 | No bar shown | 21.9 |
| UMFK | Exact Data not shown on graph. Displayed around 1.65 | Exact Data not shown on graph. Displayed around 1.65 | No bar shown | 3.3 |
| UMM | Exact Data not shown on graph. Displayed around 4 | Exact Data not shown on graph. Displayed around 0.2 | No bar shown | 4.2 |
| USM | Exact Data not shown on graph. Displayed around 12 | Exact Data not shown on graph. Displayed around 7.3 | No bar shown | 19.3 |
| Law School | Exact Data not shown on graph. Displayed around 7.2 | Exact Data not shown on graph. Displayed around 0.3 | No bar shown | 7.5 |
| UMPI | Exact Data not shown on graph. Displayed around 2.6 | Exact Data not shown on graph. Displayed around 0.2 | No bar shown | 2.8 |
| MULTI | Exact Data not shown on graph. Displayed around 9.8 | Exact Data not shown on graph. Displayed around 0.2 | No bar shown | 10.0 |
Slide 10:
Part 2: UMS Affiliated Fundraising Organizations
Slide 11: Gifts Received by UMS Affiliated Organizations ($ in thousands)
Presentation:
Table presents Gifts Received by UMS Affiliated Organizations ($ in thousands) for FY20 and FY21 separated into the following categories:
- UM Affiliates
- UMFK Affiliates
- UMM Alumni Association
- Foundation of the University at Presque Isle
- USM Affiliates
- UMS Affiliates
- Total Gifts Received by Affiliated Organizations
Table Data ($ in thousands):
UM Affiliates:
| Organization | FY20 | FY21 |
|---|---|---|
| UM Alumni Association | 165 | 225 |
| UM Foundation | 20,610 | 19,372 |
| UM Pulp & Paper Foundation | 1,881 | 486 |
| Tanglewood 4-H Camp & Learning Center | 61 | 36 |
| Maine 4-H Foundation | 383 | 453 |
Note: 29% of FY20 gifts and 31% of FY21 gifts were from Alumni
UMFK Affiliates:
| Organization | FY20 | FY21 |
|---|---|---|
| UMFK Alumni Association | – | – |
| UMFK Foundation | 141 | 56 |
| John L. Martin Scholarship Fund | – | – |
UMM Alumni Association:
| FY20 | FY21 |
|---|---|
| – | – |
Foundation of the University at Presque Isle:
| FY20 | FY21 |
|---|---|
| 118 | 115 |
USM Affiliates:
| Organization | FY20 | FY21 |
|---|---|---|
| USM Foundation | 5,014 | 12,521 |
| UM Law School Foundation | 1,167 | 795 |
| Associates of the Osher Map Library (FY19 restated) | 140 | 52 |
Note: 4% of FY20 gifts and FY21 gifts were from Alumni
UMS Affiliates:
| Organization | FY20 | FY21 |
|---|---|---|
| Maine Center Ventures | 297 | 1,382 |
Total Gifts Received by Affiliated Organizations:
| FY20 | FY21 |
|---|---|
| 29,977 | 35,493 |
Slide 12: Endowment Market Values for UMS Affiliated Organizations ($ in millions)
Presentation:
Table presents Endowment Market Values for UMS Affiliated Organizations ($ in millions) for FY20 and FY21, separated into the following categories:
- UM Affiliates
- UMFK Affiliates
- Foundation of the University at Presque Isle
- USM Affiliates
- Total Endowment market Value for Affiliated Organizations
UM Affiliates:
| Organization | FY20 | FY21 |
|---|---|---|
| UM Foundation | 228.1 | 310.1 |
| UM Pulp & Paper Foundation | 21.7 | 24.5 |
| Tanglewood 4-H Camp & Learning Center | 0.4 | 0.4 |
| Maine 4-H Foundation | 3.9 | 4.3 |
Note: UM Foundation totals include UM Alumni Association endowments
UMFK Affiliates:
UMFK Foundation*2.63.2
| Organization | FY20 | FY21 |
|---|---|---|
| John L. Martin Scholarship Fund* | 0.1 | 0.1 |
Note: UMFK Foundation totals include UMFK Alumni Association endowments
Foundation of the University at Presque Isle
| FY20 | FY21 |
|---|---|
| 6.2 | 7.5 |
USM Affiliates:
| Organization | FY20 | FY21 |
|---|---|---|
| USM Foundation* | 23.2 | 31.9 |
| UM Law School Foundation* | 4.4 | 6.3 |
| Associates of the Osher Map Library | 2.8 | 3.6 |
Total Endowment Market Value for Affiliated Organizations:
| FY20 | FY21 |
|---|---|
| 293.4 | 391.9 |
*Endowment included in the UMS Managed Investment Pool
Slide 13:
Part 3: Capital Campaigns
Slide 14: Status of Capital Campaigns as of June 20, 2021 ($ in millions)
UM Comprehensive Campaign
UM is currently drafting their next capital campaign and is in the process of hiring fundraising counsel and setting campaign goals to be presented to the Board of Trustees for approval at a later date.
Slide 15: Status of Capital Campaigns as of June 20, 2021 – continued
Great University Campaign (formerly the Next Generation Comprehensive Campaign) (USM)
The University of Southern Maine (USM) obtained approval at the May 11, 2017 UMS Board of Trustees meeting to undertake an anticipated $80 million comprehensive fundraising campaign. In 2019, the USM Foundation (USMF) engaged campaign counsel, CCS Fundraising, to conduct a campaign feasibility, planning and design study. In 2020, informed by study results, the Foundation’s Board of Directors unanimously voted to move forward with the campaign, renamed the “Great University Campaign”—a multi-year comprehensive fundraising effort with a working goal of $46M formally launched on July 1, 2020. The overall campaign goal was modified from an $80M fundraising goal to $46M in response to the aforementioned campaign planning study which assessed the Foundation’s fundraising capacity, including donor interest and inclination to give in a variety of areas.
As of June 30, 2021, over $19.6 million (or 42%) of the $46 million goal has been raised.