Page 12 - Fundraising Charts - 6.15.20

Fiscal Year Gifts Raised Comparison
Fiscal Year Gifts Raised
6/5/2020
(gifts, pledges planned gifts and gifts in-kind)
Gifts Raised to date: 7/1/2019 - 6/5/2020
FY2020 FY2019 FY2018 FY2017 FY2016
7/1/19-6/5/2020 7/1/18- 6/5/2019 7/1/17 - 6/5/2018 7/1/16 - 6/5/2017 7/1/15-6/5/2016
Funds
Annual Fund $376,612.36 $420,205.62 $362,341.91 $293,541.80 $417,810.56
Scholarship Direct $2,261,005.78 $1,292,626.37 $605,061.33 $196,002.53 $2,161,222.71
Capital $3,110,000.00 $658,000.00 $1,008,087.50 $445,025.00 $6,922,350.00
Restricted Programs $1,895,373.70 $2,748,892.76 $739,642.00 $5,025,258.75 $6,709,129.44
Endowed Scholarship $396,654.34 $825,733.76 $960,465.52 $342,952.84 $230,430.65
Endowment Programs $19,828.84 $61,325.00 $94,250.00 $108,537.32 $45,000.00
*Event Fundraising $936,213.75 $1,267,129.08 $1,309,630.34 $1,012,560.00 $590,246.13
TOTAL $8,995,688.77 $7,273,912.59 $5,079,478.60 $7,423,878.24 $17,076,189.49
TOTAL (not including Gifts in Kind) $8,860,798.20 $6,874,312.59 $5,023,648.60 $7,367,298.24 $16,556,965.48
TOTAL (Gifts in Kind, Planned Gifts) $134,890.57 $154,597.00 $55,830.00 $56,580.00 $519,554.00
Grand Total $8,995,688.77 $7,273,912.59 $5,079,478.60 $7,423,878.24 $17,076,189.49

Gifts Raised:
FY2020 FY2019 FY2018 FY2017 FY2016

Funds
Annual $376,612.36 $442,921.82 $393,525.59 $306,027.42 $420,250.56
Scholarship Direct $2,261,005.78 $1,295,134.09 $606,973.80 $204,700.86 $2,167,606.03
Capital $3,110,000.00 $658,000.00 $1,008,087.50 $445,037.50 $6,922,550.00
Restricted Programs $1,895,373.70 $3,752,320.24 $1,066,070.48 $6,184,570.11 $7,097,682.35
Endowed Scholarships $396,654.34 $867,053.52 $1,012,452.08 $345,584.76 $235,430.65
Endowment Programs $19,828.84 $63,546.00 $94,270.00 $121,987.32 $45,000.00
*Event Fundraising $936,213.75 $1,267,206.02 $1,314,630.34 $1,012,560.00 $603,246.13
TOTAL $8,995,688.77 $8,346,181.69 $5,496,009.79 $8,620,467.97 $17,491,765.72
TOTAL (not including Gifts in Kind) $8,860,798.20 $8,191,584.69 $5,440,179.79 $8,563,887.97 $16,972,211.72
TOTAL (Gifts in Kind, Planned Gifts) $134,890.57 $154,597.00 $55,830.00 $56,580.00 $519,554.00
Grand Total $8,995,688.77 $8,346,181.69 $5,496,009.79 $8,620,467.97 $17,491,765.72
*Event totals will be reduced by event expenses incurred
Office of Institutional Advancement | : (404) 752-1926 | : aoneal@msm.edu | Fundraising Reports – p. 11
Fund Definitions:
Annual Fund - unrestricted dollars for general operations; historically has supported scholarships, library and technology
Scholarship Direct - restricted expendable scholarship dollars; must be completely exhausted by the end of the fiscal year
Capital - bricks and mortar
Restricted Programs - restricted dollars to support departments, centers and institutes (e.g. SHLI, HELA and neuroscience); also includes student programs
Endowment Programs - restricted dollars invested over time to support departments, centers and institutes; the principal is invested with an annual distribution realized at
a 5% spending rate as per MSM investment policy
Endowed Scholarship - restricted dollars invested over time to support named scholarships; the principal is invested with an annual distribution realized at a 5% spending
rate as per MSM investment policy

Prepared by mthomas 6/8/2020 1:38:05PM Confidential Confidential
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