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Report on Voluntary Support, March 31, 2021

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THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION Item for Information March 31, 2021 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 Source of Gifts 2019 - 2020 2020 - 2021 March 2020 March 2021 Individuals Living Individuals $196,641,032 $207,104,886 $13,863,512 $18,680,676 Realized Bequests 54,673,368 27,355,928 1,955,510 2,706,940 Total Individuals 251,314,400 234,460,814 15,819,022 21,387,616 Corporations 20,862,748 23,827,838 1,229,350 2,445,630 Foundations 30,751,928 50,259,483 654,323 6,320,584 Associations/Others 11,641,123 20,140,594 2,011,006 5,184,542 TOTAL Dollars $314,570,199 $328,688,729 $19,713,700 $35,338,373 Summary by Type of Gift Year-To-Date Year-To-Date Gifts for Gifts for Source of Gifts 2019 - 2020 2020 - 2021 March 2020 March 2021 Cash and Equivalents $309,733,210 $320,951,124 $19,354,895 $34,860,431 Gifts-In-Kind 1,090,862 1,301,366 358,806 377,942 Life Income Agreements 3,746,126 6,436,238 0 100,000 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL Dollars $314,570,199 $328,688,729 $19,713,700 $35,338,373 Respectfully submitted, Tom Baird Vice President for Development April 2021 Item for Information March 31, 2021 Report on Voluntary Support Summary by Source State of Michigan Outside of State State of Michigan Outside of State Year to Date Year to Date Year to Date Year to Date Source of Gifts 2020-2021 2020-2021 2020-2021 2020-2021 Gifts Received % of Gift Receipts Individuals Living Individuals $76,374,015 $130,730,871 36.9% 63.1% Realized Bequests 7,406,815 19,949,113 27.1% 72.9% Total Individuals 83,780,830 150,679,984 35.7% 64.3% Corporations 11,164,006 12,663,832 46.9% 53.1% Foundations 18,258,461 32,001,022 36.3% 63.7% Associations/Others 1,482,781 18,657,813 7.4% 92.6% TOTAL Dollars $114,686,079 $214,002,650 34.9% 65.1% Donors % of Donors Individuals Living Individuals 56,681 34,651 62.1% 37.9% Realized Bequests 57 71 44.5% 55.5% Total Individuals 56,738 34,722 62.0% 38.0% Corporations 595 819 42.1% 57.9% Foundations 39 89 30.5% 69.5% Associations/Others 172 208 45.3% 54.7% TOTAL Donors 57,541 35,829 61.6% 38.4% The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of March 31, 2021 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD Unit 2018 2019 2020 March 31, 2020 March 31, 2021 2018 2019 2020 March 31, 2020 March 31, 2021 A. Alfred Taubman College of Architecture and Urban Planning 785 834 801 680 753 6,664,328 4,858,713 4,929,369 4,672,490 805,676 Penny W. Stamps School of Art and Design 644 615 526 467 501 2,133,117 1,795,126 1,909,335 1,802,901 1,689,433 Stephen M. Ross School of Business 7,897 7,610 6,656 5,558 5,609 31,703,408 41,662,544 36,644,595 24,935,732 31,369,794 School of Dentistry 1,782 1,920 1,598 1,347 1,432 4,201,101 3,080,617 3,645,749 3,078,729 3,028,190 School of Education 2,336 2,557 2,542 2,197 2,188 8,474,970 11,298,726 8,101,812 5,997,403 8,101,449 College of Engineering 7,321 7,459 7,122 5,961 6,397 33,935,813 31,682,539 27,216,524 20,983,607 26,468,590 School for Environment and Sustainability 900 918 929 806 843 4,469,385 2,220,414 5,303,384 4,636,763 2,687,396 Horace H. Rackham School of Graduate Studies 2,508 2,617 2,544 2,085 2,108 5,010,647 6,083,214 3,179,576 2,480,352 3,513,655 School of Information 1,446 1,345 1,339 1,078 1,169 1,189,629 3,412,544 1,639,619 851,527 3,656,585 School of Kinesiology 1,016 988 882 741 647 1,014,328 1,394,594 1,020,420 929,924 1,372,626 Law School 5,800 5,588 5,292 4,478 4,260 24,615,924 12,771,100 10,700,484 9,661,098 12,613,070 College of Literature, Science, and the Arts 17,407 19,014 17,488 15,358 15,403 44,983,558 57,532,052 39,646,309 30,466,477 34,479,911 School of Music, Theatre & Dance 5,221 4,293 3,974 3,517 3,504 6,950,036 10,541,563 6,981,497 5,152,263 3,147,898 School of Nursing 1,693 1,728 1,414 1,218 1,390 2,638,340 2,999,712 3,173,126 2,435,074 2,210,957 College of Pharmacy 1,035 984 885 739 824 3,451,305 1,945,261 2,860,039 2,202,760 1,518,781 School of Public Health 1,738 1,760 1,746 1,387 1,606 11,536,036 4,915,632 4,182,704 3,449,992 5,150,175 Gerald R. Ford School of Public Policy 716 754 862 668 682 3,146,716 9,198,856 8,580,686 5,573,988 7,864,333 School of Social Work 992 1,001 1,229 997 1,178 1,062,510 1,263,741 1,186,336 979,689 1,356,167 Michigan Medicine 37,574 36,541 39,205 29,483 26,474 160,337,725 147,177,487 157,702,700 107,782,413 92,174,662 University of Michigan-Dearborn 3,737 4,213 4,093 3,405 2,896 2,914,757 3,403,442 4,859,325 4,433,492 2,304,048 University of Michigan-Flint 2,166 2,285 2,159 1,766 1,943 3,434,811 2,699,844 2,372,399 1,713,177 11,358,791 Alumni Association 4,669 4,286 4,719 3,837 4,034 1,463,663 1,271,888 1,463,459 1,296,153 1,198,532 Intercollegiate Athletics 22,980 7,230 6,559 5,621 7,971 55,807,394 27,150,795 29,052,108 27,091,800 26,856,634 Michigan Radio 206,219 209,125 220,734 147,120 145,505 7,495,321 7,732,247 7,996,748 5,026,361 5,333,362 Museum of Art 926 701 671 584 434 2,961,668 13,350,711 5,194,894 3,649,364 2,217,476 University Library 871 820 817 717 728 2,832,662 2,599,330 2,832,945 1,924,423 1,879,939 University Musical Society 2,587 2,529 1,912 1,463 3,819 5,094,707 3,938,186 3,199,059 2,244,006 1,917,481 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of March 31, 2021 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD Unit 2018 2019 2020 March 31, 2020 March 31, 2021 2018 2019 2020 March 31, 2020 March 31, 2021 Office of the President 2,974 2,507 2,214 1,870 1,229 1,094,690 1,641,723 1,933,568 1,721,013 865,305 Life Sciences Institute 154 152 211 160 125 3,371,794 2,726,634 3,062,099 1,989,898 1,282,690 Exec. VP Academic Affairs & Provost 452 450 586 489 2,805 5,515,709 8,534,263 6,010,347 3,363,767 4,528,909 Bentley Historical Library 364 393 331 266 272 472,659 222,504 986,184 948,283 3,013,022 Center for the Education of Women 624 569 582 495 590 1,242,284 399,180 291,046 274,980 294,819 Clements Library 639 750 687 560 578 2,013,268 4,138,267 8,487,845 697,851 482,150 Institute for Social Research 397 320 387 298 685 8,534,067 5,960,757 13,225,247 1,613,138 4,054,348 Matthaei Botanical Gardens and Nichols Arboretum 3,261 3,334 2,540 2,258 2,337 979,210 1,842,575 491,547 462,325 1,084,620 Office of Financial Aid 2,955 3,169 2,347 1,988 2,440 10,495,506 11,255,534 4,060,751 3,685,729 7,381,444 Office of Student Publications 536 492 642 582 811 104,445 1,449,515 273,749 105,573 141,622 VP for Development 297 355 284 246 185 4,649,610 17,269,950 7,957,064 7,583,311 4,101,086 Exec VP & Chief Financial Officer 961 984 882 652 570 537,908 658,393 463,891 259,984 487,114 VP of Research 240 216 139 120 96 1,788,127 4,735,576 2,827,419 2,467,080 713,841 VP Student Life 5,529 7,148 8,659 7,716 6,034 4,975,375 3,878,907 4,648,643 3,943,550 3,982,141 Univ of Michigan-Ann-Arbor 50 6 2 2 1 3,704 4,260 1,760 1,760 10 TOTAL 362,399 350,560 359,191 260,980 263,056 $485,302,216 $482,698,914 $440,296,360 $314,570,199 $328,688,729 TOTAL DONORS 119,032 106,480 105,956 93,474 93,370 The University of Michigan Office of Development SOURCE of Gifts as of March 31, 2021 Fiscal Year Ended June 30, FYTD FYTD Source of Gifts 2018 2019 2020 March 31, 2020 March 31, 2021 Individuals Living Individuals $264,619,020 $297,513,917 $257,734,476 $196,641,032 $207,104,886 Realized Bequests 78,233,067 61,107,945 59,777,152 54,673,368 27,355,928 Total Individuals 342,852,087 358,621,862 317,511,628 251,314,400 234,460,814 Corporations 37,383,000 37,309,186 29,872,963 20,862,748 23,827,838 Foundations 72,474,470 60,333,695 63,731,728 30,751,928 50,259,483 Associations/Others 32,592,659 26,434,171 29,180,041 11,641,123 20,140,594 TOTAL Dollars $485,302,216 $482,698,914 $440,296,360 $314,570,199 $328,688,729 Individuals Living Individuals 351,771 340,794 350,188 254,510 257,969 Realized Bequests 413 390 437 366 294 Total Individuals 352,184 341,184 350,625 254,876 258,263 Corporations 8,264 7,596 6,719 5,138 3,672 Foundations 528 491 480 290 312 Associations/Others 1,423 1,289 1,367 676 809 TOTAL Transactions 362,399 350,560 359,191 260,980 263,056 The University of Michigan Office of Development Distribution Report of Gifts Received as of March 31, 2021 Fiscal Year Ended June 30, FYTD DISTRIBUTION 2018 2019 2020 March 31, 2021 Endowment Restricted - Academic Divisions 23,468,292 20,549,322 14,825,089 6,061,266 Endowment Restricted - Athletics 113,576 118,315 135,789 100,059 Endowment Restricted - Faculty and Staff 19,822,951 23,529,262 20,541,039 21,604,141 Endowment Restricted - Library 1,206,921 384,607 561,868 636,640 Endowment Restricted - Op and Maint of Plant 536,995 546,547 608,084 418,126 Endowment Restricted - Other 4,117,298 8,445,572 15,856,201 4,252,214 Endowment Restricted - Public Service and Extension 3,958,012 3,500,651 5,852,870 3,678,314 Endowment Restricted - Research 50,580,364 51,677,825 43,906,594 27,806,940 Endowment Restricted - Student Financial Aid 83,236,459 76,875,789 61,868,996 50,528,995 Endowment Unrestricted 4,787 113,150 700,740 525,231 Loan Funds 22,313 1,755 16,757 250 Property, Building, Equipment 47,894,824 42,950,213
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    THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION Item for Information April 30, 2020 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 Source of Gifts 2018 - 2019 2019 - 2020 April 2019 April 2020 Individuals Living Individuals $232,335,510 $214,667,623 $10,293,668 $18,026,591 Realized Bequests 53,150,486 57,366,819 1,710,789 2,693,450 Total Individuals 285,485,997 272,034,442 12,004,457 20,720,042 Corporations 32,120,191 23,793,022 5,323,114 2,930,274 Foundations 52,756,029 44,046,874 11,096,050 13,294,945 Associations/Others 19,405,025 19,723,461 1,891,838 8,082,338 TOTAL Dollars $389,767,242 $359,597,798 $30,315,458 $45,027,599 Summary by Type of Gift Year-To-Date Year-To-Date Gifts for Gifts for Source of Gifts 2018 - 2019 2019 - 2020 April 2019 April 2020 Cash and Equivalents $369,961,359 $350,160,531 $30,673,682 $40,427,321 Gifts-In-Kind 12,047,703 2,641,140 141,776 1,550,278 Life Income Agreements 7,758,179 6,796,126 0 3,050,000 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL Dollars $389,767,242 $359,597,798 $30,315,458 $45,027,599 Respectfully submitted, Tom Baird Vice President for Development May 2020 Item for Information April 30, 2020 Report on Voluntary Support Summary by Source State of Michigan Outside of State
  • Interim Policy on Sexual and Gender-Based Misconduct

    Interim Policy on Sexual and Gender-Based Misconduct

    THE UNIVERSITY OF MICHIGAN INTERIM POLICY ON SEXUAL AND GENDER-BASED MISCONDUCT Effective August 14, 2020 The University of Michigan Interim Policy On Sexual and Gender-Based Misconduct Table of Contents Effective August 14, 2020 I. POLICY STATEMENT 1 II. POLICY DEFINITIONS 2 III. POLICY SCOPE AND APPLICABILITY 5 IV. APPLICABLE PROCEDURES UNDER THIS POLICY 6 V. CONFIDENTIAL AND NON-CONFIDENTIAL RESOURCES 6 A. Confidential Resources ........................................................................................... 7 B. Non-Confidential Resources ................................................................................... 9 VI. REPORTING 10 A. Reporting to the University ................................................................................... 10 1. Contact the Office for Institutional Equity and Title IX Coordinator ...... 10 2. Reports to Individuals with Reporting Obligations .................................. 11 3. Anonymous Reporting .............................................................................. 12 B. Reporting to Law Enforcement ............................................................................. 13 C. Receipt by the University of Reports of Prohibited Conduct ............................... 14 D. Additional Information about Reporting .............................................................. 14 1. Time Frame for Reporting an Incident to the University ......................... 14 2. Information on Amnesty to Students When Reporting Prohibited Conduct to the University .......................................................................................