THE UNIVERSITY OF MICHIGAN REGENTS' COMMUNICATION Item for Information December 31, 2017 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 2016-2017 2017-2018 December 2016 December 2017 Individuals Living Individuals $152,034,833 $168,959,235 $76,933,221 $89,248,233 Realized Bequests 51,313,881 52,086,524 8,468,590 4,582,252 Total Individuals 203,348,715 221,045,760 85,401,812 93,830,486 Corporations 16,997,445 12,411 '165 7,457,470 3,354,065 Foundations 43,083,104 29,561,324 15,750,874 2,980,050 Associations/Others 13,004,311 11,034,122 3,496,208 676,361 TOTAL Dollars $276,433,575 $274,052,371 $112,106,363 $100,840,961 Summary by Type of Gift Year-To-Date Year-To-Date Gifts for Gifts for Source of Gifts 2016-2017 2017- 2018 December 2016 December 2017 Cash and Equivalents $253,799,556 $262,216,855 $109,511,491 $97,895,460 Gifts-In-Kind 2,918,704 1,616,880 1,028,785 1,169,949 Life Income Agreements 19,715,315 10,218,635 1,566,087 1,775,553 Outside Managed Irrevocable Trusts 0 0 0 0 TOTAL Dollars $276,433,575 $27410521371 $11211061363 $10018401961 Respectfully submit d, velopment January 2018 Item for Information December 31, 2017 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 2017-2018 2017-2018 2017-2018 2017-2018 Gifts Received %of Gift Receipts Individuals Living Individuals $68,586,210 $100,373,025 40.6% 59.4% Realized Bequests 30,415,430 21,671,094 58.4% 41 .6% Total Individuals 99,001,641 122,044,119 44.8% 55.2% Corporations 4,607,286 7,803,879 37.1% 62.9% Foundations 15,373,998 14,187,326 52.0% 48.0% Associations/Others 1,578,142 9,455,981 14.3% 85.7% TOTAL Dollars $12015611066 $15314911305 44.0% 56.0% Donors %of Donors Individuals Living Individuals 53,043 25,569 67.5% 32.5% Realized Bequests 40 58 40.8% 59.2% Total Individuals 53,083 25,627 67.4% 32.6% Corporations 869 811 51 .7% 48.3% Foundations 33 74 30.8% 69.2% Associations/Others 175 151 53.7% 46.3% TOTAL Donors 54156 261658 67.0% 33.0% The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of December 31, 2017 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD Unit 2015 2016 2017 December 31, 2016 December 31, 2017 2015 2016 2017 December 31, 2016 December 31, 2017 A. Alfred Taubman College of Architecture and Urban Planning 813 855 890 482 429 912,598 1,448,591 4,761,133 3,909,581 6,480,170 Penny W. Stamps School of Art and Design 678 669 565 301 384 3,388,472 1,963,801 2,052,654 1,349,960 1,771,916 Stephen M. Ross School of Business 7,177 7,193 8,418 4,551 4,288 21,474,230 34,577,247 32,333,848 22,327,665 20,884,218 School of Dentistry 1,795 1,901 1,822 983 946 4,339,336 3,218,712 6,492,684 1,801,451 1,355,060 School of Education 2,441 2,508 2,412 1,388 1,273 4,486,951 5,417,555 5,938,803 4,687,962 2,860,703 College of Engineering 7,924 8,267 7,961 4,627 4,018 31,415,301 28,338,886 29,135,173 16,195,629 16,064,772 School for Environment and Sustainability 838 848 929 525 422 1,669,614 3,697,578 2,691,334 1,885,171 2,120,410 Horace H. Rackham School of Graduate Studies 2,936 2,902 2,935 1,535 1,320 6,278,809 4,503,560 5,531,888 3,028,493 3,309,917 School of Information 1,177 1,235 1,328 630 758 1,206,739 1,080,636 921,261 325,406 509,279 School of Kinesiology 683 792 975 523 513 1,006,977 1,112,258 1,361,012 605,786 532,753 Law School 5,767 5,352 5,984 3,359 2,895 13,846,846 15,114,397 14,320,487 8,851,792 16,925,368 College of Literature, Science, and the Arts 16,637 16,839 17,344 9,597 9,303 37,343,465 37,383,039 49,141,904 29,732,358 22,704,897 School of Music, Theatre & Dance 4,331 4,868 4,583 2,651 2,784 9,952,524 9,552,494 8,149,703 5,842,310 3,173,347 School of Nursing 1,610 1,557 1,695 926 912 2,094,888 4,777,425 2,891,012 1,318,046 1,343,835 College of Pharmacy 1,074 1,111 1,097 580 574 1,218,367 2,194,284 3,273,265 1,452,275 1,608,776 School of Public Health 1,460 1,559 1,735 1,030 894 9,269,394 8,173,534 7,688,432 4,410,528 1,938,546 Gerald R. Ford School of Public Policy 714 679 671 395 365 1,994,254 2,221,064 2,476,530 1,821,115 1,323,029 School of Social Work 1,116 1,105 1,199 705 528 1,148,830 2,237,847 1,223,596 755,023 386,596 Michigan Medicine 31,090 32,162 35,320 18,280 20,176 113,820,137 130,691,167 158,090,617 88,279,008 85,824,765 University of Michigan-Dearborn 2,795 3,381 3,524 1,971 2,013 12,991,897 7,242,281 2,824,347 1,848,924 1,591,536 University of Michigan-Flint 1,677 2,094 2,399 1,514 1,220 4,126,918 17,618,342 14,816,623 13,419,858 1,313,156 Alumni Association 3,661 3,998 4,453 2,837 3,020 814,725 982,051 1,320,766 765,867 872,023 Intercollegiate Athletics 32,896 34,425 35,032 11,259 15,595 52,246,237 47,411,911 55,918,997 29,107,120 38,657,325 Michigan Radio 153,822 167,227 188,810 84,122 96,045 6,159,228 6,549,516 7,437,060 3,201,405 3,130,184 Museum of Art 1,157 1,075 928 516 522 4,615,316 3,845,766 4,240,761 2,386,338 1,441,375 University Library 645 682 636 352 489 2,379,692 2,118,207 1,936,478 1,331,051 1,173,494 University Musical Society 2,581 2,662 3,040 1,010 1,009 5,566,607 4,373,220 5,507,004 2,653,163 3,192,898 Office of the President 1,585 2,051 2,791 1,532 1,584 1,899,586 3,237,796 2,526,796 1,886,448 575,985 The University of Michigan Office of Development Unit Report of Gifts Received 4 Year Report as of December 31, 2017 Transactions Dollars Fiscal Fiscal Fiscal Fiscal Fiscal Year Ended June 30, YTD YTD Fiscal Year Ended June 30, YTD YTD Unit 2015 2016 2017 December 31, 2016 December 31, 2017 2015 2016 2017 December 31, 2016 December 31, 2017 Life Sciences Institute 176 153 74 85 3,710,216 1,988,784 1,204,424 1,823,482 Exec. VP Academic Affairs & Provost 533 299 277 174 198 8,949,688 6,836,130 6,500,689 3,564,905 3,560,204 Bentley Historical Library 228 422 486 301 190 578,561 442,770 306,362 263,679 123,771 Center for the Education of Women 535 621 671 412 380 1,088,089 2,729,519 665,855 485,190 1,132,192 Clements Library 716 666 657 422 358 7,007,954 718,248 434,818 191,104 1,362,359 Institute for Social Research 318 419 357 192 249 4,781,660 5,881,215 6,633,875 4,675,532 5,543,735 Matthaei Botanical Gardens and Nichols Arboretum 2,392 2,811 3,096 1,520 1,556 1,170,714 695,667 834,711 418,280 701,557 Office of Financial Aid 2,018 2,407 3,048 1,540 1,490 9,953,328 14,302,620 6,827,492 4,189,861 7,627,914 Office of Student Publications 470 355 218 323 397,053 59,198 37,505 65,347 VP for Development 170 311 296 184 223 2,973,931 3,124,267 2,165,036 2,030,432 5,087,323 Exec VP & Chief Financial Officer 790 954 1,091 569 484 1,983,770 1,120,543 1,370,258 1,009,413 294,969 VP of Research 158 265 286 181 140 2,100,124 7,006,354 1,976,784 1,901,722 359,074 VP Student Life 4,346 4,749 5,295 3,363 3,618 1,859,498 2,624,507 2,584,734 1,268,775 3,300,461 Univ of Michigan-Ann-Arbor 57 48 47 44 49 31,575 3,130 23,070 13,020 3,654 TOTAL 303,341 324,615 355,591 167,375 183,622 $400,146,830 $440,675,405 $467,375,834 $276,433,575 $274,052,371 TOTAL DONORS 123,452 125,053 130,251 77,800 80,814 Note: The School of Natural Resources and Environment is now the School for Environment and Sustainability The University of Michigan Office of Development SOURCE of Gifts as of December 31, 2017 Fiscal Year Ended June 30, FYTD FYTD Source of Gifts 2015 2016 2017 December 31, 2016 December 31, 2017 Individuals Living Individuals $250,080,387 $237,814,624 $256,568,251 $152,034,833 $168,959,235 Realized Bequests 38,522,592 63,488,557 66,237,780 51,313,881 52,086,524 Total Individuals 288,602,979 301,303,181 322,806,031 203,348,715 221,045,760 Corporations 23,846,910 47,827,304 41,753,224 16,997,445 12,411,165 Foundations 60,311,743 59,529,070 73,504,388 43,083,104 29,561,324 Associations/Others 27,385,198 32,015,851 29,312,190 13,004,311 11,034,122 TOTAL Dollars $400,146,830 $440,675,406 $467,375,833 $276,433,575 $274,052,371 Individuals Living Individuals 296,313 313,330 344,294 162,882 179,194 Realized Bequests 444 454 516 289 215 Total Individuals 296,757 313,784 344,810 163,171 179,409 Corporations 4,682 8,392 8,662 3,281 3,418 Foundations 580 624 554 274 208 Associations/Others 1,322 1,815 1,565 649 587 TOTAL Transactions 303,341 324,615 355,591 167,375 183,622 The University of Michigan Office of Development Distribution Report of Gifts Received as of December 31, 2017 Fiscal Year Ended June 30, FYTD DISTRIBUTION 2015 2016 2017 December 31, 2017 Endowment Restricted - Academic Divisions 10,124,365 17,362,085 21,740,668 22,177,336 Endowment Restricted - Athletics 206,560 162,602 105,050 13,501 Endowment Restricted - Faculty and Staff 23,851,974 17,694,871 11,045,703 4,444,685 Endowment Restricted - Library 428,576 622,033 623,897 540,933 Endowment Restricted - Op and Maint of Plant 409,253 424,513 727,402 273,645 Endowment Restricted - Other 7,888,449 12,742,597 3,634,477 4,612,024 Endowment Restricted - Public Service and Extension 2,972,778 2,249,766 4,081,915 1,983,281 Endowment Restricted - Research 15,136,321 26,127,559 44,026,159 28,867,658 Endowment Restricted - Student Financial Aid 73,098,790 70,907,331 71,576,814 56,523,800 Endowment Unrestricted 37,153