THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION Item for Information November 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. Gifts for Gifts for Year-To-Date Year-To-Date November November Source of Gifts 2019 - 2020 2020 - 2021 2019 2020 Individuals Living Individuals $62,233,236 $80,419,745 $16,142,978 $24,168,272 Realized Bequests 40,731,244 7,553,547 2,175,451 597,838 Total Individuals 102,964,480 87,973,292 18,318,429 24,766,110 Corporations 10,291,717 12,239,262 1,743,271 2,092,994 Foundations 17,082,967 25,024,826 5,522,015 10,731,687 Associations/Others 6,385,468 12,680,746 3,193,047 1,352,022 TOTAL Dollars $136,724,632 $137,918,127 $28,776,762 $38,942,813 Summary by Type of Gift Gifts for Gifts for Year-To-Date Year-To-Date November November Source of Gifts 2019 - 2020 2020 - 2021 2019 2020 Cash and Equivalents $135,608,934 $132,626,427 $28,352,392 $36,218,619 Gifts-In-Kind 252,293 418,006 214,369 196,371 Life Income Agreements 863,405 4,873,694 210,000 2,527,824 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL Dollars $136,724,632 $137,918,127 $28,776,762 $38,942,813 Respectfully submitted, Tom Baird Vice President for Development December 2020 Item for Information November 30, 2020 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 $31,155,608 $49,264,137 38.7% 61.3% Realized Bequests 3,408,187 4,145,359 45.1% 54.9% Total Individuals 34,563,795 53,409,497 39.3% 60.7% Corporations 6,306,388 5,932,875 51.5% 48.5% Foundations 11,959,425 13,065,402 47.8% 52.2% Associations/Others 825,492 11,855,254 6.5% 93.5% TOTAL Dollars $53,655,100 $84,263,027 38.9% 61.1% Donors % of Donors Individuals Living Individuals 33,610 12,843 72.4% 27.6% Realized Bequests 32 32 50.0% 50.0% Total Individuals 33,642 12,875 72.3% 27.7% Corporations 323 399 44.7% 55.3% Foundations 23 62 27.1% 72.9% Associations/Others 87 134 39.4% 60.6% TOTAL Donors 34,073 13,467 71.7% 28.3% The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of November 30, 2020 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD Unit 2018 2019 2020 November 30, 2019 November 30, 2020 2018 2019 2020 November 30, 2019 November 30, 2020 A. Alfred Taubman College of Architecture and Urban Planning 785 834 801 242 272 6,664,328 4,858,713 4,929,369 4,197,359 108,217 Penny W. Stamps School of Art and Design 644 615 526 162 146 2,133,117 1,795,126 1,909,335 1,215,077 847,565 Stephen M. Ross School of Business 7,897 7,610 6,656 2,266 1,970 31,703,408 41,662,544 36,644,595 4,732,336 8,028,303 School of Dentistry 1,782 1,920 1,598 559 557 4,201,101 3,080,617 3,645,749 1,474,691 1,101,499 School of Education 2,336 2,557 2,542 845 788 8,474,970 11,298,726 8,101,812 2,461,731 3,842,132 College of Engineering 7,321 7,459 7,122 2,329 2,290 33,935,813 31,682,539 27,216,524 9,386,417 13,014,787 School for Environment and Sustainability 900 918 929 320 281 4,469,385 2,220,414 5,303,384 3,105,067 1,636,452 Horace H. Rackham School of Graduate Studies 2,508 2,617 2,544 813 795 5,010,647 6,083,214 3,179,576 694,607 1,258,580 School of Information 1,446 1,345 1,339 427 427 1,189,629 3,412,544 1,639,619 550,416 3,094,540 School of Kinesiology 1,016 988 882 355 283 1,014,328 1,394,594 1,020,420 144,885 521,609 Law School 5,800 5,588 5,292 1,376 1,016 24,615,924 12,771,100 10,700,484 3,352,789 4,426,042 College of Literature, Science, and the Arts 17,407 19,014 17,488 5,275 4,925 44,983,558 57,532,052 39,646,309 10,638,294 12,728,802 School of Music, Theatre & Dance 5,221 4,293 3,974 1,450 1,143 6,950,036 10,541,563 6,981,497 2,495,542 786,831 School of Nursing 1,693 1,728 1,414 560 644 2,638,340 2,999,712 3,173,126 451,364 986,774 College of Pharmacy 1,035 984 885 336 333 3,451,305 1,945,261 2,860,039 597,673 621,318 School of Public Health 1,738 1,760 1,746 540 615 11,536,036 4,915,632 4,182,704 985,316 2,005,684 Gerald R. Ford School of Public Policy 716 754 862 211 224 3,146,716 9,198,856 8,580,686 3,648,172 5,063,546 School of Social Work 992 1,001 1,229 435 476 1,062,510 1,263,741 1,186,336 573,490 502,781 Michigan Medicine 37,574 36,541 39,205 12,524 9,804 160,337,725 147,177,487 157,702,700 59,573,017 38,589,970 University of Michigan-Dearborn 3,737 4,213 4,093 1,455 1,144 2,914,757 3,403,442 4,859,325 1,309,251 785,198 University of Michigan-Flint 2,166 2,285 2,159 754 713 3,434,811 2,699,844 2,372,399 543,299 10,473,266 Alumni Association 4,669 4,286 4,719 2,173 1,229 1,463,663 1,271,888 1,463,459 451,151 392,837 Intercollegiate Athletics 22,980 7,230 6,559 2,072 5,298 55,807,394 27,150,795 29,052,108 7,184,198 9,670,399 Michigan Radio 206,219 209,125 220,734 82,447 71,734 7,495,321 7,732,247 7,996,748 2,389,409 2,212,518 Museum of Art 926 701 671 231 156 2,961,668 13,350,711 5,194,894 2,232,371 545,223 University Library 871 820 817 251 221 2,832,662 2,599,330 2,832,945 272,574 1,366,610 University Musical Society 2,587 2,529 1,912 614 794 5,094,707 3,938,186 3,199,059 1,073,851 711,213 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of November 30, 2020 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD Unit 2018 2019 2020 November 30, 2019 November 30, 2020 2018 2019 2020 November 30, 2019 November 30, 2020 Office of the President 2,974 2,507 2,214 700 570 1,094,690 1,641,723 1,933,568 1,021,330 387,113 Life Sciences Institute 154 152 211 36 51 3,371,794 2,726,634 3,062,099 178,497 383,864 Exec. VP Academic Affairs & Provost 452 450 586 118 801 5,515,709 8,534,263 6,010,347 708,720 939,683 Bentley Historical Library 364 393 331 82 70 472,659 222,504 986,184 34,005 660,135 Center for the Education of Women 624 569 582 165 175 1,242,284 399,180 291,046 96,232 67,530 Clements Library 639 750 687 265 231 2,013,268 4,138,267 8,487,845 140,774 115,442 Institute for Social Research 397 320 387 101 331 8,534,067 5,960,757 13,225,247 1,102,237 2,754,169 Matthaei Botanical Gardens and Nichols Arboretum 3,261 3,334 2,540 1,142 1,148 979,210 1,842,575 491,547 197,805 727,750 Office of Financial Aid 2,955 3,169 2,347 771 986 10,495,506 11,255,534 4,060,751 1,896,895 2,429,016 Office of Student Publications 536 492 642 106 211 104,445 1,449,515 273,749 16,059 20,868 VP for Development 297 355 284 103 81 4,649,610 17,269,950 7,957,064 3,916,840 2,572,835 Exec VP & Chief Financial Officer 961 984 882 351 305 537,908 658,393 463,891 110,558 152,508 VP of Research 240 216 139 57 20 1,788,127 4,735,576 2,827,419 261,568 85,285 VP Student Life 5,529 7,148 8,659 1,058 1,256 4,975,375 3,878,907 4,648,643 1,308,753 1,299,225 Univ of Michigan-Ann-Arbor 50 6 2 1 1 3,704 4,260 1,760 10 10 TOTAL 362,399 350,560 359,191 126,078 114,515 $485,302,216 $482,698,914 $440,296,360 $136,724,632 $137,918,127 TOTAL DONORS 119,032 106,480 105,956 49,263 47,540 The University of Michigan Office of Development SOURCE of Gifts as of November 30, 2020 Fiscal Year Ended June 30, FYTD FYTD Source of Gifts 2018 2019 2020 November 30, 2019 November 30, 2020 Individuals Living Individuals $264,619,020 $297,513,917 $257,734,476 $62,233,236 $80,419,745 Realized Bequests 78,233,067 61,107,945 59,777,152 40,731,244 7,553,547 Total Individuals 342,852,087 358,621,862 317,511,628 102,964,480 87,973,292 Corporations 37,383,000 37,309,186 29,872,963 10,291,717 12,239,262 Foundations 72,474,470 60,333,695 63,731,728 17,082,967 25,024,826 Associations/Others 32,592,659 26,434,171 29,180,041 6,385,468 12,680,746 TOTAL Dollars $485,302,216 $482,698,914 $440,296,360 $136,724,632 $137,918,127 Individuals Living Individuals 351,771 340,794 350,188 123,006 112,257 Realized Bequests 413 390 437 182 114 Total Individuals 352,184 341,184 350,625 123,188 112,371 Corporations 8,264 7,596 6,719 2,439 1,546 Foundations 528 491 480 137 157 Associations/Others 1,423 1,289 1,367 314 441 TOTAL Transactions 362,399 350,560 359,191 126,078 114,515 The University of Michigan Office of Development Distribution Report of Gifts Received as of November 30, 2020 Fiscal Year Ended June 30, FYTD DISTRIBUTION 2018 2019 2020 November 30, 2020 Endowment Restricted - Academic Divisions 23,468,292 20,549,322 14,825,089 2,208,510 Endowment Restricted - Athletics 113,576 118,315 135,789 325 Endowment Restricted - Faculty and Staff 19,822,951 23,529,262 20,541,039 12,900,188 Endowment Restricted - Library 1,206,921 384,607 561,868 328,830 Endowment Restricted - Op and Maint of Plant 536,995 546,547 608,084 24,839 Endowment Restricted - Other 4,117,298 8,445,572 15,856,201 1,165,244 Endowment Restricted - Public Service and Extension 3,958,012 3,500,651 5,852,870 642,114 Endowment Restricted - Research 50,580,364 51,677,825 43,906,594 11,316,751 Endowment Restricted - Student Financial Aid 83,236,459 76,875,789 61,868,996 17,762,656 Endowment Unrestricted 4,787 113,150 700,740 13,891 Loan Funds 22,313 1,755 16,757 Property, Building, Equipment 47,894,824 42,950,213 29,666,427 8,132,571 Total Capital Purposes Funds $234,962,794 $228,693,008 $194,540,454