Report on Voluntary Support, December 31, 2010
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THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION ITEM FOR INFORMATION December 31, 2010 REPORT ON VOLUNTARY SUPPORT SUMMARY BY SOURCE The following figures include outright gifts and pledge payments for all purposes, from all fundraising efforts within the University. Not included are pledges at original face value, bequests not yet distributed, or deferred payment devices such as insurance policies. YEAR-TO-DATE YEAR-TO-DATE GIFTS FOR GIFTS FOR SOURCES OF GIFTS 2009 - 2010 2010 - 2011 DECEMBER 2009 DECEMBER 2010 Individuals: Living Individuals $87,629,989 $84,665,103 $45,046,195 $46,310,677 Realized Bequests 16,232,920 20,037,426 9,768,712 1,834,457 Total Individuals 103,862,909 104,702,529 54,814,907 48,145,134 Corporations 6,704,418 8,375,142 2,466,978 2,163,277 Foundations 13,835,228 17,940,793 7,383,067 3,293,558 Associations/Others 8,747,872 7,033,585 2,975,528 1,145,056 TOTAL $133,150,427 $138,052,049 $67,640,480 $54,747,025 SUMMARY BY TYPE OF GIFT YEAR-TO-DATE YEAR-TO-DATE GIFTS FOR GIFTS FOR TYPES OF GIFTS 2009 - 2010 2010 - 2011 DECEMBER 2009 DECEMBER 2010 Cash and Equivalents $131,425,105 $133,679,093 $66,378,077 $53,971,539 Gifts-In-Kind 455,433 755,132 186,288 465,486 Life Income Agreements 1,269,889 3,617,824 1,076,115 310,000 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL $133,150,427 $138,052,049 $67,640,480 $54,747,025 Respectfully submitted, Jerry A. May Vice President for Development January 2011 ITEM FOR INFORMATION December 31, 2010 REPORT ON VOLUNTARY SUPPORT SUMMARY BY SOURCE STATE OF OUTSIDE OF STATE OF OUTSIDE OF MICHIGAN STATE MICHIGAN STATE YEAR-TO-DATE YEAR-TO-DATE YEAR-TO-DATE YEAR-TO-DATE SOURCES OF GIFTS 2010 - 2011 2010 - 2011 2010 - 2011 2010 - 2011 GIFTS RECEIVED % OF GIFT RECEIPTS Individuals: Living Individuals $31,651,712 $53,013,391 37.4% 62.6% Realized Bequests 8,455,338 11,582,088 42.2% 57.8% Total Individuals 40,107,050 64,595,479 38.3% 61.7% Corporations 3,356,571 5,018,571 40.1% 59.9% Foundations 3,470,435 14,470,358 19.3% 80.7% Associations/Others 1,089,259 5,944,326 15.5% 84.5% TOTAL Dollars $48,023,315 $90,028,734 34.8% 65.2% DONORS % OF DONORS Individuals: Living Individuals 35,723 23,673 60.1% 39.9% Realized Bequests 57 58 49.6% 50.4% Total Individuals 35,780 23,731 60.1% 39.9% Corporations 245 492 33.2% 66.8% Foundations 32 87 26.9% 73.1% Associations/Others 334 154 68.4% 31.6% TOTAL Donors 36,391 24,464 59.8% 40.2% January 2011 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of December 31, 2010 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30,YTD YTD Fiscal Year Ended June 30, YTD YTD UNIT 2008 2009 2010 Dec 31, 2009 Dec 31, 2010 2008 2009 2010 Dec 31, 2009 Dec 31, 2010 Taubman Arch & Urban 1,022 864 841 547 454$ 1,815,265 $ 419,961 $ 964,072 $ 712,217 $ 338,573 Art and Design 870 631 560 284 216 1,604,012 1,785,659 1,228,455 1,182,391 840,153 Ross School of Business 9,000 8,310 8,195 4,508 4,339 28,404,783 21,634,051 20,887,026 15,677,684 11,029,521 Dentistry 2,433 1,977 2,072 1,263 1,438 3,172,174 2,740,778 1,787,400 761,319 830,347 Education 3,692 3,098 3,158 1,931 1,811 4,357,426 757,128 2,507,762 1,352,654 1,433,906 Engineering 9,403 7,878 7,763 4,048 3,821 36,416,892 17,559,109 27,917,083 10,591,674 7,735,754 School of Information 1,064 913 975 546 514 822,048 922,929 935,574 412,827 483,083 Kinesiology 1,164 881 1,002 504 640 2,038,034 1,462,978 533,665 316,787 369,285 Law School 6,899 6,314 6,099 3,366 3,060 18,242,681 18,060,888 13,965,160 8,105,590 9,802,766 LSA 20,141 16,948 16,795 9,300 9,920 36,372,262 25,023,754 25,243,117 14,743,735 17,444,397 School of Music, Theater & Dance 4,751 4,284 4,191 2,453 2,365 5,160,965 3,076,993 2,487,996 1,855,779 3,225,901 Natural Resources & Env. 1,052 838 898 579 480 3,019,836 2,520,724 2,835,710 1,616,988 1,440,215 Nursing 2,081 1,792 1,772 970 1,057 1,891,758 1,061,837 1,055,190 905,228 1,121,224 Pharmacy 1,514 1,210 1,201 647 652 2,665,200 2,191,768 2,793,689 2,366,965 1,225,299 Public Health 2,104 2,138 2,006 1,052 1,107 7,214,452 15,878,716 5,659,864 2,828,748 4,694,943 Ford School Public Policy 690 469 647 268 275 2,295,223 956,768 1,879,359 878,128 1,557,691 Rackham Graduate School 4,740 4,126 3,870 2,153 1,904 2,135,443 6,895,034 4,211,844 2,338,958 1,205,570 Social Work 1,489 1,402 1,255 718 732 1,825,294 881,142 567,559 273,683 593,860 Health System Medical School 19,834 20,589 19,400 9,952 11,363 75,100,119 57,736,048 63,260,326 31,870,307 33,305,041 Hospital 7,327 6,748 7,776 4,062 3,978 27,477,487 8,575,340 9,705,145 2,998,349 5,025,678 Dearborn Campus 4,230 3,925 3,666 2,004 1,784 4,077,630 4,233,562 2,431,485 962,454 979,951 Flint Campus 2,648 2,437 1,976 1,218 1,242 3,658,298 8,506,786 1,596,571 1,041,953 628,836 WFUM-TV 6,778 5,491 161 124 3 695,199 556,939 15,637 11,922 2,345 Alumni Association 1,798 1,440 1,290 427 425 556,817 829,796 1,126,744 845,267 243,686 Athletics 20,192 18,590 18,806 6,422 7,022 26,981,617 23,651,805 24,210,629 12,990,632 14,801,490 Museum of Art 1,151 1,298 1,104 505 447 10,038,355 2,881,399 2,306,331 1,461,531 1,869,161 Univ Library 658 557 551 368 400 1,965,649 1,981,522 693,621 193,053 1,531,478 Univ Musical Society 2,094 2,095 1,819 1,022 1,162 3,405,744 2,349,652 2,512,171 1,125,765 1,198,458 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of December 31, 2010 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30,YTD YTD Fiscal Year Ended June 30, YTD YTD UNIT 2008 2009 2010 Dec 31, 2009 Dec 31, 2010 2008 2009 2010 Dec 31, 2009 Dec 31, 2010 Office of the President 589 633 669 390 413 999,288 689,929 2,480,947 636,146 461,741 WUOM/WVGR 27,385 33,131 37,351 17,906 15,885 4,067,477 4,004,493 4,390,159 2,177,054 1,567,409 VP Academic & Provost 173 192 186 104 121 3,377,799 7,865,710 3,513,638 1,616,627 1,776,397 CCEW 485 381 392 247 229 927,540 471,272 357,545 236,847 257,199 Clements Library 572 536 705 371 352 1,055,233 1,419,264 640,771 290,672 316,672 Office of Financial Aid 1,800 1,118 1,542 743 1,406 7,226,667 6,045,227 7,134,916 2,138,501 4,424,035 Bentley Historical Library 199 208 213 144 113 53,092 99,528 337,977 40,787 15,268 Botanical Gardens & Arboretum 2,149 2,192 1,947 708 978 515,077 360,077 359,059 196,344 144,572 VP Development 55 50 123 56 30 724,676 2,197,691 476,272 1,929,686 1,566,464 VP Finance 145 337 553 278 148 1,352,471 688,523 848,340 69,047 168,094 Pending/Unallocated 1 0 0 0 1 24,027 0 0 0 104,792 Unrestricted/Undesignated 0 0 0 0 0 0 0 0 0 0 VP Research 60 44 99 45 26 4,005,816 2,361,177 1,135,536 533,974 601,132 Inst of Social Research 164 219 201 99 146 2,911,350 3,115,689 5,761,288 2,210,118 1,201,869 VP Student Affairs 2,680 2,855 2,562 1,041 1,263 1,400,304 1,333,090 1,328,832 650,013 485,467 Other 32 30 34 25 38 2,741 2,635 2,346 2,021 2,325 TOTAL 177,308 169,169 166,426 83,398 83,760$ 342,054,221 $ 265,787,374 $ 254,086,812 $ 133,150,427 $ 138,052,049 TOTAL DONORS 119,137 115,370 111,124 62,255 60,855 13.9% -22.3% -4.4% -14.2% 3.7% The University of Michigan Office of Development SOURCE of Gifts as of December 31, 2010 Fiscal Year Ended June 30, FYTD FYTD SOURCE 2008 2009 2010 Dec 31, 2009 Dec 31, 2010 Individuals Living Individuals$ 212,383,415 $ 148,772,799 $ 153,979,337 $ 87,629,989 $ 84,665,103 Realized Bequests 38,612,690 38,413,048 32,169,208 16,232,920 20,037,426 Total Individuals 250,996,105 187,185,847 186,148,545 103,862,909 104,702,529 Corporations 22,587,467 17,050,205 16,803,074 6,704,418 8,375,142 Foundations 52,011,653 43,630,928 34,000,126 13,835,228 17,940,793 Associations 16,458,996 17,920,394 17,135,067 8,747,872 7,033,585 TOTAL DOLLARS$ 342,054,221 $ 265,787,374 $ 254,086,812 $ 133,150,427 $ 138,052,049 Individuals Living Individuals 169,499 161,200 159,459 80,339 80,660 Realized Bequests 336 424 379 204 171 Total Individuals 169,835 161,624 159,838 80,543 80,831 Corporations 5,329 5,092 4,348 1,731 1,815 Foundations 504 474 595 276 260 Associations/Others 1,640 1,979 1,645 848 854 TOTAL TRANSACTIONS 177,308 169,169 166,426 83,398 83,760 The University of Michigan Office of Development Distribution Report of Gifts Received 4 Year Report as of December 31, 2010 Fiscal Year Ended June 30, FYTD FYTD DISTRIBUTION 2008 2009 2010 Dec 31, 2009 Dec 31, 2010 Instruction$ 25,987,602 $ 29,719,673 $ 20,562,947 $ 10,250,383 $ 13,189,191 Research 49,748,981 50,033,210 57,978,315 26,968,482 31,347,651 Public Service 29,787,716 26,481,493 30,490,755 11,416,393 13,416,317 Academic Support 11,146,059 12,187,487 9,814,316 5,789,343 7,913,037 Student Service 2,467,358 1,185,523 1,535,110 654,479 846,910 Institutional Support 3,282,040 2,054,017 2,101,160 1,718,951 2,106,951 Scholarships & Fellowships 17,425,000 17,971,755 15,070,561 7,983,602 7,332,165 Total Operating Funds 139,844,756 139,633,158 137,553,164 64,781,633 76,152,222 Construction 57,128,781 33,990,857 35,247,418 28,735,617 21,467,686 Endowment 97,853,241 60,145,899 61,452,035 31,674,357 30,385,199 Quasi Endowment 13,181,171 15,295,670 6,717,700 3,823,675 3,794,157 Life Income Agreements 14,985,856 4,959,716 3,666,538 1,269,889 3,617,824 Outside Managed Irrevocable Trusts 0 2,219,593 103,407 0 0 Student Loan Funds 130,145 141,577 2,058,599 8,493 1,035 Assets 14,572,028 4,941,400 2,810,807 455,433 755,132 Other 4,358,243 4,459,504 4,477,144 2,401,330 1,878,794 TOTAL DISTRIBUTION $ 342,054,221 $ 265,787,374 $ 254,086,812 $ 133,150,427 $ 138,052,049 % CHANGE 16.7% -22.3% -4.4% 3.7% The University of Michigan Office of Development Gifts