THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION ITEM FOR INFORMATION April 30, 20 16 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 2014- 2015 2015 - 2016 APRJL 2015 APRIL 2016 Individuals: Living Individuals $219,721,337 $205,353,969 $8,863,222 $15,165,041 Realized Bequests 26,073,021 51,243,329 1,068,291 6,832,274 Total Individuals 245,794,358 256,597,298 9,931 ,513 21,997,315 Corporations 17,022,151 42,037,853 1,427,428 17,539,122 Foundations 29,026,403 47,762,503 2,303,280 3,798,267 Associations/Others 10,525,719 22,027,252 1,479,990 3,761,235 TOTAL $302,368,631 $368,424,906 $15,142,211 $47,095,939 SUMMARY BY TYPE OF GIFT YEAR-TO-DATE YEAR-TO-DATE GIFTS FOR GIFTS FOR TYPES OF GIFTS 2014- 2015 2015- 2016 APRJL 2015 APRIL 2016 Cash and Equivalents $287,903,481 $336,639,923 $14,931,425 $26,218,082 Gifts-In-Kind 5,374,645 18,573,851 210,786 15,671,400 Life Income Agreements 9,090,505 13,211,132 0 5,206,457 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL $302,368,631 $368,424,906 $15,142,211 $47,095,939 May 2016 ITEM FOR INFORMATION April30, 2016 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 2015-2016 2015-2016 2015-2016 2015-2016 GIFTS RECEIVED %OF GIFT RECEIPTS Individuals: Living Individuals $76,399,070 $128,954,899 37.2% 62.8% Realized Bequests 35,344,656 15,898,673 69.0% 31.0% Total Individuals 111 ,743,726 144,853,572 43.5% 56.5% Corporations 27,672,762 14,365,091 65.8% 34.2% Foundations 15,195,705 32,566,798 31.8% 68.2% Associations/Others 1,738,322 20,288,930 7.9% 92.1% TOTAL Dollars $156,350,5 15 $212,074,391 42.4% 57.6% DONORS %OF DONORS Individuals: Living Individuals 74,810 39,046 65.7% 34.3% Realized Bequests 81 100 44.8% 55.2% Total Individuals 74,891 39, 146 65.7% 34.3% Corporations 1,545 1,297 54.4% 45.6% Foundations 52 110 32.1% 67.9% Associations/Others 304 261 53.8% 46.2% TOTAL Donors 76,792 40,814 65.3% 34.7% May 2016 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of April 30, 2016 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD UNIT 2013 2014 2015 April 30, 2015 April 30, 2016 2013 2014 2015 April 30, 2015 April 30, 2016 A. Alfred Taubman College of Architecture and Urban Planning 765 790 813 702 722 $ 841,056 $ 2,433,235 $ 912,598 $ 838,151 $ 1,291,381 Penny W. Stamps School of Art and Design 519 580 678 504 605 9,134,128 1,074,478 3,388,472 2,895,471 1,761,671 Stephen M. Ross School of Business 8,581 7,941 7,177 6,086 6,277 15,696,393 21,354,723 21,474,230 19,210,059 26,938,473 School of Dentistry 1,844 1,923 1,795 1,538 1,638 2,131,364 3,596,109 4,339,336 3,808,470 2,703,523 School of Education 2,821 2,561 2,441 2,203 2,242 5,320,854 2,846,472 4,486,951 3,999,978 4,996,808 College of Engineering 7,449 7,947 7,924 7,000 7,312 19,380,422 31,842,383 31,415,301 27,598,661 25,172,289 School of Information 1,552 1,494 1,177 1,059 1,147 4,558,058 2,280,265 1,206,739 802,103 888,076 School of Kinesiology 603 953 683 583 660 748,258 690,459 1,006,977 869,945 713,262 Law School 5,733 5,631 5,767 4,961 4,590 17,579,895 12,888,048 13,846,846 11,247,792 14,184,384 College of Literature, Science, and the Arts 15,574 16,070 16,637 14,294 14,826 35,202,954 36,239,451 37,343,465 31,247,546 29,483,123 School of Music, Theatre & Dance 3,893 3,881 4,331 3,808 4,280 10,631,842 5,728,305 9,952,524 7,501,326 8,058,140 School of Natural Resources and Environment 853 837 838 757 754 4,363,982 3,004,772 1,669,614 1,211,860 2,594,287 School of Nursing 1,786 1,751 1,610 1,395 1,363 681,822 1,485,607 2,094,888 1,308,065 2,778,849 College of Pharmacy 1,039 1,057 1,074 876 937 2,073,572 4,689,358 1,218,367 923,665 1,939,697 School of Public Health 1,841 1,614 1,460 1,292 1,312 7,391,838 11,517,636 9,269,394 4,438,768 5,842,209 Gerald R. Ford School of Public Policy 559 681 714 631 542 800,768 897,460 1,994,254 1,689,477 1,722,606 Horace H. Rackham School of Graduate Studies 3,245 2,899 2,936 2,558 2,418 1,613,871 1,762,308 6,278,809 1,561,389 4,347,830 School of Social Work 1,072 1,129 1,116 973 979 1,947,463 1,423,951 1,148,830 645,270 1,781,677 Health System Exec.VP for Medical Affairs 1,427 3,821 1,489 1,065 1,500 8,837,215 5,390,178 5,412,072 4,423,945 2,615,282 Medical School 19,564 18,746 19,398 16,138 18,116 54,395,035 79,070,626 94,563,623 53,659,081 100,800,057 University Hospitals 8,413 8,807 10,203 8,770 7,695 7,827,090 14,425,108 13,844,442 10,032,178 5,370,215 University of Michigan-Dearborn 3,158 3,005 2,795 2,451 2,966 1,615,529 1,966,388 12,991,897 12,448,938 5,040,206 University of Michigan-Flint 1,543 1,361 1,677 1,439 1,831 1,385,011 2,136,223 4,126,918 3,876,352 17,150,526 Alumni Association 2,976 2,959 3,661 3,166 3,706 843,626 702,614 814,725 710,381 912,414 Department of Athletics 32,064 31,674 32,896 31,049 32,293 41,081,605 54,807,905 52,246,237 48,322,456 44,262,148 Museum of Art 1,138 1,036 1,157 973 877 6,923,919 7,995,342 4,615,316 4,499,435 3,207,619 University Library 720 688 645 574 602 2,231,193 1,667,938 2,379,692 1,102,531 1,557,050 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of April 30, 2016 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD UNIT 2013 2014 2015 April 30, 2015 April 30, 2016 2013 2014 2015 April 30, 2015 April 30, 2016 University Musical Society 2,333 2,801 2,581 2,135 2,072 4,271,446 3,138,540 5,566,607 2,922,891 3,821,454 Office of the President 627 1,226 1,585 1,412 1,821 1,807,583 2,242,931 1,899,586 1,862,289 2,205,856 Michigan Radio 116,822 144,875 153,822 119,012 139,645 5,064,597 5,593,583 6,159,228 4,979,558 5,769,389 Exec VP Academic Affairs & Provost 366 358 533 327 422 5,522,437 18,503,139 8,949,688 4,389,996 9,121,385 Center for the Education of Women 574 473 535 486 539 841,617 1,214,529 1,088,089 710,513 669,851 Clements Library 647 681 716 630 596 816,249 5,226,161 7,007,954 3,707,661 677,487 Office of Financial Aid 2,051 2,002 2,018 1,695 2,058 7,853,862 17,264,490 9,953,328 9,232,903 13,315,507 Bentley Historical Library 215 218 228 196 338 417,392 452,272 578,561 554,971 337,330 Matthaei Botanical Gardens & Nichols Arboretum 2,251 2,221 2,392 1,855 2,265 330,565 497,984 1,170,714 713,399 598,232 VP for Development 144 162 170 167 298 707,816 6,630,020 2,973,931 3,505,839 5,159,401 Exec VP & Chief Financial Officer 463 658 790 648 772 56,141,271 51,305,886 1,983,770 1,523,615 897,071 Pending/Unallocated 0 0 0 0 0 0 0 0 0 0 Unrestricted/Undesignated 0 0 0 0 0 0 0 0 0 0 VP for Research 56 73 158 102 205 703,745 3,546,987 2,100,124 1,665,497 1,152,059 Inst of Social Research 375 339 318 276 358 5,255,128 4,811,984 4,781,660 4,030,828 4,484,659 VP Student Life 3,327 3,745 4,346 3,960 4,524 1,672,130 1,419,190 1,859,498 1,688,853 2,098,293 Univ of Michigan-Ann-Arbor 42 46 57 55 48 2,824 3,210 31,575 6,525 3,130 TOTAL 261,025 291,714 303,341 249,801 278,151 $ 356,647,427 $ 435,768,251 $ 400,146,830 $ 302,368,631 $ 368,424,906 TOTAL DONORS 128,775 127,516 129,619 117,868 117,606 23.8% 22.2% -8.2% -17.4% 21.8% The University of Michigan Office of Development SOURCE of Gifts as of April 30, 2016 Fiscal Year Ended June 30, FYTD FYTD SOURCE 2013 2014 2015 April 30, 2015 April 30, 2016 Individuals Living Individuals $ 250,960,756 $ 289,828,512 $ 250,080,387 $ 219,721,337 $ 205,353,969 Realized Bequests 29,723,020 40,313,880 38,522,592 26,073,021 51,243,329 Total Individuals 280,683,776 330,142,392 288,602,979 245,794,358 256,597,298 Corporations 16,984,817 21,615,519 23,846,910 17,022,151 42,037,853 Foundations 45,856,482 60,539,911 60,311,743 29,026,403 47,762,503 Associations 13,122,352 23,470,429 27,385,198 10,525,719 22,027,252 TOTAL DOLLARS $ 356,647,427 $ 435,768,251 $ 400,146,830 $ 302,368,631 $ 368,424,906 Individuals Living Individuals 253,707 284,481 296,313 244,749 269,080 Realized Bequests 469 346 444 354 318 Total Individuals 254,176 284,827 296,757 245,103 269,398 Corporations 4,773 4,724 4,682 3,595 7,100 Foundations 629 599 580 390 459 Associations/Others 1,447 1,564 1,322 713 1,194 TOTAL TRANSACTIONS 261,025 291,714 303,341 249,801 278,151 We undertook an analysis of 'Private Corporation' reporting and, in keeping with both CASE standards and peer practices, are now reporting this support under 'Corporations' rather than consolidated under 'Indiviuals' based on the Private Owners The University of Michigan Office of Development Distribution Report of Gifts Received as of April 30, 2016 Fiscal Year Ended June 30, FYTD DISTRIBUTION 2013 2014 2015 April 30, 2016 Endowment Restricted - Academic Divisions $ 1,339,560 $ 6,669,938 $ 10,124,365 10,892,812 Endowment Restricted - Athletics 105,377 103,473 206,560 153,888 Endowment Restricted - Faculty and Staff 13,020,670 16,212,806 23,851,974 14,848,932 Endowment Restricted - Library 1,443,730 4,434,973 428,576 542,254 Endowment Restricted - Op and Maint of Plant 239,404 126,851 409,253 410,066 Endowment Restricted - Other 7,266,927 10,293,760 7,888,449 14,357,937 Endowment Restricted - Public Service and Extension