Partnering { for Progress }
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Partnering { for Progress } 2008 - 2009 ANNUAL report of giving { From UNM President David J. Schmidly } { Table of Contents } 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 Dean’s Circles 20 Gifts to UNM 22 Ways to Give 27 UNM Foundation Information 28 w w w. u n m f u n d . o r g 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 school’s Gateway to Excellence campaign raised more than $2.5 million from friends and alumni. { From UNM President David J. Schmidly } 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 everyone’s 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. o f N E T Y W So let me take this opportunity to say again how much it means to I have you with us. UNM is a precious resource for the people of New S M R E Mexico. I am keenly aware of the responsibility that comes with E X V leading this institution and have committed myself to making it all it I I C can be for the benefit of those it serves. Your partnership is essential N O to this purpose. We couldn’t do it without you, and I want you to U Anniversary know how grateful I am for your commitment to our high mission. FOUNDATION With profound appreciation, David J. Schmidly, President University of New Mexico 1 { 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 Mexico’s critical mission as the state’s flagship institution of higher education. In marking this 30th anniversary, we have much to celebrate. The most recent—and certainly most unlikely—cause 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 can’t 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 Foundation’s 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 Anne Yegge, Chair UNM Foundation UNM Foundation Board of Trustees 2 { UNM Foundation } 2008-09 George Friberg Ron Schneier Albuquerque (1999-2011) Wilton, Conn. (2000-2012) Board of Gary L. Gordon John R. Stropp rusteeS Board Vice-Chair/Chair-Elect President and T Los Ranchos de Albuquerque CEO of the Foundaton (2004-2012) Carl Alongi Kyla Thompson ∫ Board Treasurer Peter Johnstone Executive Committee Albuquerque (2007-2012) Los Ranchos de Albuquerque Albuquerque (2006-2010) (2006-2009) Laura Hueter Bass Yolanda Jones King, PhD Moriarty, N.M. (1999-2011) Louis L. Weller, FAIA Executive Committee Albuquerque (2002-2010) Placitas, N.M. (2006-2010) Gerald Landgraf Stephanie Bennett-Smith, PhD Albuquerque (2004-2012) Elizabeth Wiggins Brielle, N.J. (2005-2013 ) Houston, Texas (2007-2011) Judith Lavender Dorothy Wade Black ∫ National Vice-Chair Anne Yegge Chicago, Ill. (2001-January 2009) Secretary of the Board Santa Fe (2001-2009) Chair, Board of Trustees Robert L. Bovinette Mark Lesher, MD (March 2009-June 2009) Executive Committee Albuquerque (2007-2011) Albuquerque (2002-2010) Albuquerque (2004-2012) John J. Lopez Judy Zanotti President, Douglas M. Brown ∫ San Diego, Calif. (2003-2010) Los Ranchos de Albuquerque UNM Alumni Association (2001-2009) James M. Maddox, Esq. Albuquerque (2008-2009) Hobbs, N.M. (2008-2012) Dennis Burns, RPh Raymond Ziler Executive Committee La Luz, N.M. (2008-2012) Sonnet McKinnon Albuquerque (2000-2012) Greenwich, Conn. (2006-2010) Lou Anne Lujan Byrd Orcilia Zuñiga Forbes, PhD Los Ranchos de Albuquerque Robert Murphy Portland, Ore. (2008-2012) (2007-2011) Albuquerque (2006-March 2009) Louise W. Campbell Anne Jarvis O’Brien, Esq. ∫ ∫ End of Service Term Corrales, N.M. (2004-2012) Washington, D.C. (2001-2009) June 30, 2009 Don Chalmers Jack Olive Officers UNM Regent Anchorage, Alaska Executive Committee (2007- December 2009) Chris Chant Melissa O’Rourke FORMER Albuquerque (2008-2012) El Paso, Texas (2008-June 2009) BOARD Michelle Coons Suzanne Ortega Albuquerque (2007-2011) CHAIRS Provost, UNM John Cordova (June 2009) Thelma Domenici 2007-2009 Albuquerque (2006-2010) Steven Petranovich Robert L. Bovinette 2005-2007 Thelma Domenici Gallup, N.M. (2007-2011) Robert M. Goodman 2002-2005 Chair of the Board Dorothy Rainosek (2006 -February 2009) Mary D. Poole 2000-2002 Albuquerque (2000-2009) Executive Committee Albuquerque (1998-2010) Steven Durkovich, Esq. Ann Rhoades 1998-2000 Nestor Romero Santa Fe (2008-2012) Dick Morris 1996-1998 Albuquerque (2004-April 2009) James Ellis Wayne Davenport 1994-1996 San Marino, Calif. Paul Roth, MD (2006- March 2009) Executive Vice President Maralyn Budke 1992-1994 UNM Health Sciences Center Michael Emerson (June 2009) Maxine Friedman 1988-1992 Albuquerque (2002-2010) David J. Schmidly, PhD Jerry Geist 1984-1988 Gus Foster President, UNM Taos, N.M. (2007-2011) Executive Committee Jack Rust 1980-1984 3 { Partnering for Progress | The Year in Numbers } { Partnering for Progress | The Year in Numbers } P rivate support totals 1oo Private Giving F Y 2 0 0 8 - 0 9 During the fiscal year 2008-09, the University of New Mexico established a new record for philanthropic 8o support of the University during times of true economic o.o uncertainty. More than 16,700 donors indicated their $9 loyalty to UNM, continuing to demonstrate the value $85.5 6o of philanthropic investment to members of the UNM community. Private support includes all gifts made or pledged $72.6 to the UNM Foundation for the benefit of UNM and those 4o gifts made directly to the University’s schools, colleges, departments and programs. Your generosity to help build a $48.6 greater University of New Mexico is truly appreciated and 2o $43.6 makes a tangible difference in our community’s life each day. FY FY FY FY FY We are grateful for your trust, which allows UNM to o 4 o 5 o 6 o 7 o 8 make lasting connections to the culture, community and o 5 o 6 o 7 o 8 o 9 aspirations of New Mexico. MILLIONSo OF DOLLARS CONSOLIDATED INVESTMENT FUND F Y 2 0 0 8 - 0 9 The University Of New Mexico The CIF is managed in accordance $259 million, a decline of 20.5 percent Board of Regents has delegated with the CIF Endowment Investment when compared to the previous fiscal authority to the UNM Foundation Management Policy, which is year.