Report on Voluntary Support, November 30, 2010
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THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION ITEM FOR INFORMATION November 30, 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 NOVEMBER 2009 NOVEMBER 2010 Individuals: Living Individuals $42,583,794 $38,354,426 $8,529,316 $12,675,766 Realized Bequests 6,464,208 18,202,969 452,714 2,043,626 Total Individuals 49,048,002 56,557,395 8,982,030 14,719,392 Corporations 4,237,440 6,211,865 796,937 985,926 Foundations 6,452,161 14,647,235 399,090 3,253,845 Associations/Others 5,772,344 5,888,529 273,528 910,787 TOTAL $65,509,947 $83,305,024 $10,451,585 $19,869,950 SUMMARY BY TYPE OF GIFT YEAR-TO-DATE YEAR-TO-DATE GIFTS FOR GIFTS FOR TYPES OF GIFTS 2009 - 2010 2010 - 2011 NOVEMBER 2009 NOVEMBER 2010 Cash and Equivalents $65,047,028 $79,707,554 $10,301,946 $18,562,465 Gifts-In-Kind 269,145 289,646 60,865 67,344 Life Income Agreements 193,774 3,307,824 88,774 1,240,141 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL $65,509,947 $83,305,024 $10,451,585 $19,869,950 Respectfully submitted, Jerry A. May Vice President for Development December 2010 ITEM FOR INFORMATION November 30, 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 $15,860,132 $22,494,294 41.4% 58.6% Realized Bequests 7,813,980 10,388,989 42.9% 57.1% Total Individuals 23,674,112 32,883,283 41.9% 58.1% Corporations 2,726,148 3,485,717 43.9% 56.1% Foundations 2,836,808 11,810,427 19.4% 80.6% Associations/Others 893,810 4,994,719 15.2% 84.8% TOTAL Dollars $30,130,878 $53,174,146 36.2% 63.8% DONORS % OF DONORS Individuals: Living Individuals 21,998 14,541 60.2% 39.8% Realized Bequests 45 45 50.0% 50.0% Total Individuals 22,043 14,586 60.2% 39.8% Corporations 194 409 32.2% 67.8% Foundations 25 77 24.5% 75.5% Associations/Others 253 128 66.4% 33.6% TOTAL Donors 22,515 15,200 59.7% 40.3% December 2010 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of November 30, 2010 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30,YTD YTD Fiscal Year Ended June 30, YTD YTD UNIT 2008 2009 2010 Nov 30, 2009 Nov 30, 2010 2008 2009 2010 Nov 30, 2009 Nov 30, 2010 Taubman Arch & Urban 1,022 864 841 371 312$ 1,815,265 $ 419,961 $ 964,072 $ 351,665 $ 199,631 Art and Design 870 631 560 192 152 1,604,012 1,785,659 1,228,455 1,039,924 809,641 Ross School of Business 9,000 8,310 8,195 2,788 2,513 28,404,783 21,634,051 20,887,026 6,644,068 3,002,006 Dentistry 2,433 1,977 2,072 931 1,028 3,172,174 2,740,778 1,787,400 481,134 450,540 Education 3,692 3,098 3,158 1,421 1,292 4,357,426 757,128 2,507,762 401,761 834,899 Engineering 9,403 7,878 7,763 2,700 2,475 36,416,892 17,559,109 27,917,083 4,274,091 3,974,739 School of Information 1,064 913 975 383 345 822,048 922,929 935,574 130,667 420,966 Kinesiology 1,164 881 1,002 362 522 2,038,034 1,462,978 533,665 91,546 270,444 Law School 6,899 6,314 6,099 1,722 1,370 18,242,681 18,060,888 13,965,160 3,356,713 5,298,278 LSA 20,141 16,948 16,795 5,702 5,960 36,372,262 25,023,754 25,243,117 5,580,828 12,139,085 School of Music, Theater & Dance 4,751 4,284 4,191 1,655 1,460 5,160,965 3,076,993 2,487,996 650,257 2,514,433 Natural Resources & Env. 1,052 838 898 375 309 3,019,836 2,520,724 2,835,710 592,166 972,866 Nursing 2,081 1,792 1,772 642 756 1,891,758 1,061,837 1,055,190 479,590 983,117 Pharmacy 1,514 1,210 1,201 424 400 2,665,200 2,191,768 2,793,689 467,446 442,055 Public Health 2,104 2,138 2,006 669 652 7,214,452 15,878,716 5,659,864 1,366,978 2,994,996 Ford School Public Policy 690 469 647 151 171 2,295,223 956,768 1,879,359 476,753 1,451,744 Rackham Graduate School 4,740 4,126 3,870 1,474 1,187 2,135,443 6,895,034 4,211,844 770,394 1,033,157 Social Work 1,489 1,402 1,255 512 526 1,825,294 881,142 567,559 136,826 527,602 Health System Medical School 19,834 20,589 19,400 6,529 8,059 75,100,119 57,736,048 63,260,326 22,772,764 25,434,874 Hospital 7,327 6,748 7,776 2,223 2,625 27,477,487 8,575,340 9,705,145 1,219,031 2,132,058 Dearborn Campus 4,230 3,925 3,666 1,403 1,050 4,077,630 4,233,562 2,431,485 794,774 495,968 Flint Campus 2,648 2,437 1,976 968 967 3,658,298 8,506,786 1,596,571 846,567 386,516 WFUM-TV 6,778 5,491 161 96 2 695,199 556,939 15,637 7,562 2,320 Alumni Association 1,798 1,440 1,290 220 165 556,817 829,796 1,126,744 422,748 133,241 Athletics 20,192 18,590 18,806 1,133 1,506 26,981,617 23,651,805 24,210,629 3,970,357 4,194,262 Museum of Art 1,151 1,298 1,104 333 301 10,038,355 2,881,399 2,306,331 886,857 914,357 Univ Library 658 557 551 122 128 1,965,649 1,981,522 693,621 83,449 1,374,308 Univ Musical Society 2,094 2,095 1,819 774 854 3,405,744 2,349,652 2,512,171 645,958 817,750 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of November 30, 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 Nov 30, 2009 Nov 30, 2010 2008 2009 2010 Nov 30, 2009 Nov 30, 2010 Office of the President 589 633 669 213 201 999,288 689,929 2,480,947 589,241 398,425 WUOM/WVGR 27,385 33,131 37,351 12,787 8,602 4,067,477 4,004,493 4,390,159 1,455,439 934,036 VP Academic & Provost 173 192 186 63 98 3,377,799 7,865,710 3,513,638 1,018,740 1,381,512 CCEW 485 381 392 85 62 927,540 471,272 357,545 126,205 94,253 Clements Library 572 536 705 111 137 1,055,233 1,419,264 640,771 82,813 152,156 Office of Financial Aid 1,800 1,118 1,542 380 1,071 7,226,667 6,045,227 7,134,916 1,607,456 4,030,591 Bentley Historical Library 199 208 213 19 33 53,092 99,528 337,977 26,252 5,064 Botanical Gardens & Arboretum 2,149 2,192 1,947 421 680 515,077 360,077 359,059 90,528 95,683 VP Development 55 50 123 44 10 724,676 2,197,691 476,272 231,541 113,268 VP Finance 145 337 553 235 121 1,352,471 688,523 848,340 43,162 128,992 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 37 22 4,005,816 2,361,177 1,135,536 496,995 523,152 Inst of Social Research 164 219 201 43 101 2,911,350 3,115,689 5,761,288 337,772 785,261 VP Student Affairs 2,680 2,855 2,562 493 687 1,400,304 1,333,090 1,328,832 458,909 349,662 Other 32 30 34 25 38 2,741 2,635 2,346 2,021 2,325 TOTAL 177,308 169,169 166,426 51,231 48,951$ 342,054,221 $ 265,787,374 $ 254,086,812 $ 65,509,947 $ 83,305,024 TOTAL DONORS 119,137 115,370 111,124 40,202 37,715 13.9% -22.3% -4.4% -28.6% 27.2% The University of Michigan Office of Development SOURCE of Gifts as of November 30, 2010 Fiscal Year Ended June 30, FYTD FYTD SOURCE 2008 2009 2010 Nov 30, 2009 Nov 30, 2010 Individuals Living Individuals$ 212,383,415 $ 148,772,799 $ 153,979,337 $ 42,583,794 $ 38,354,426 Realized Bequests 38,612,690 38,413,048 32,169,208 6,464,208 18,202,969 Total Individuals 250,996,105 187,185,847 186,148,545 49,048,002 56,557,395 Corporations 22,587,467 17,050,205 16,803,074 4,237,440 6,211,865 Foundations 52,011,653 43,630,928 34,000,126 6,452,161 14,647,235 Associations 16,458,996 17,920,394 17,135,067 5,772,344 5,888,529 TOTAL DOLLARS$ 342,054,221 $ 265,787,374 $ 254,086,812 $ 65,509,947 $ 83,305,024 Individuals Living Individuals 169,499 161,200 159,459 48,978 46,562 Realized Bequests 336 424 379 148 137 Total Individuals 169,835 161,624 159,838 49,126 46,699 Corporations 5,329 5,092 4,348 1,382 1,377 Foundations 504 474 595 156 203 Associations/Others 1,640 1,979 1,645 567 672 TOTAL TRANSACTIONS 177,308 169,169 166,426 51,231 48,951 The University of Michigan Office of Development Distribution Report of Gifts Received 4 Year Report as of November 30, 2010 Fiscal Year Ended June 30, FYTD FYTD DISTRIBUTION 2008 2009 2010 Nov 30, 2009 Nov 30, 2010 Instruction$ 25,987,602 $ 29,719,673 $ 20,562,947 $ 6,060,629 $ 7,870,343 Research 49,748,981 50,033,210 57,978,315 14,955,758 23,094,252 Public Service 29,787,716 26,481,493 30,490,755 4,699,376 6,890,672 Academic Support 11,146,059 12,187,487 9,814,316 3,026,879 4,563,825 Student Service 2,467,358 1,185,523 1,535,110 499,173 574,351 Institutional Support 3,282,040 2,054,017 2,101,160 1,449,901 657,371 Scholarships & Fellowships 17,425,000 17,971,755 15,070,561 4,402,973 4,214,152 Total Operating Funds 139,844,756 139,633,158 137,553,164 35,094,689 47,864,966 Construction 57,128,781 33,990,857 35,247,418 14,787,527 6,923,656 Endowment 97,853,241 60,145,899 61,452,035 12,083,252 21,117,685 Quasi Endowment 13,181,171 15,295,670 6,717,700 1,582,127 2,453,589 Life Income Agreements 14,985,856 4,959,716 3,666,538 193,774 3,307,824 Outside Managed Irrevocable Trusts 0 2,219,593 103,407 0 0 Student Loan Funds 130,145 141,577 2,058,599 8,493 35 Assets 14,572,028 4,941,400 2,810,807 269,145 289,646 Other 4,358,243 4,459,504 4,477,144 1,490,940 1,347,623 TOTAL DISTRIBUTION $ 342,054,221 $ 265,787,374 $ 254,086,812 $ 65,509,947 $ 83,305,024 % CHANGE 16.7% -22.3% -4.4% 27.2% The University of Michigan Office of Development Gifts by INDIVIDUALS by Unit as of November 30, 2010 Gifts by UNIT ALUMNI Gifts by U-M ALUMNI Gifts by NON-ALUMNI TOTAL GIFTS Reachable