Page 13 - Fundraising Charts - 8.7.20

Fiscal Year Gifts Raised Comparison
Fiscal Year Cash Giving
8/7/2020
(gifts, pledges planned gifts and gifts in-kind)
Gifts Raised to date: 7/1/2020 - 8/7/2020
FY2021 FY2020 FY2019 FY2018 FY2017
7/1/20-8/7/2020 7/1/19- 8/7/2019 7/1/18 - 8/7/2018 7/1/17 - 8/7/2017 7/1/16-8/7/2016
Funds
Annual Fund $71,882.77 $8,786.52 $62,987.48 $10,502.70 $4,010.00
Scholarship Direct $32,837.94 $1,490,289.69 $4,832.03 $22,542.49 $955.00
Capital $50,000.00 $0.00 $300,000.00 $1,518.75 $275,000.00
Restricted Programs $1,077,523.60 $85,476.72 $54,144.72 $36,999.41 $3,042,910.71
Endowed Scholarship $167,771.02 $44,065.11 $1,719.77 $52,402.34 $19,129.50
Endowment Programs $240.00 $180.00 $30.00 $19,200.00 $0.00
*Event Fundraising $115.41 $8,565.41 $1,200.00 $6,925.00 $15,325.00
TOTAL $1,400,370.74 $1,637,363.45 $424,914.00 $150,090.69 $3,357,330.21
TOTAL (not including Gifts in Kind) $1,400,370.74 $1,637,363.45 $424,914.00 $150,090.69 $3,357,985.20
TOTAL (Gifts in Kind, Planned Gifts) $0.00 $0.00 $0.00 $0.00 $0.00
Grand Total $1,400,370.74 $1,637,363.45 $424,914.00 $150,090.69 $3,357,330.21

Gifts Raised:
FY2021 FY2020 FY2019 FY2018 FY2017

Funds
Annual $71,882.77 $411,705.44 $442,921.82 $393,525.59 $306,027.42
Scholarship Direct $32,837.94 $2,281,706.32 $1,295,134.09 $606,973.80 $204,700.86
Capital $50,000.00 $3,156,000.00 $658,000.00 $1,008,087.50 $445,037.50
Restricted Programs $1,077,523.60 $2,553,519.30 $3,752,320.24 $1,066,070.48 $6,179,820.11
Endowed Scholarships $167,771.02 $482,646.02 $879,938.52 $1,012,452.08 $350,334.76
Endowment Programs $240.00 $17,908.84 $50,661.00 $94,270.00 $121,987.32
*Event Fundraising $115.41 $936,252.22 $1,267,206.02 $1,314,630.34 $1,012,560.00
TOTAL $1,400,370.74 $9,839,738.14 $8,346,181.69 $5,496,009.79 $8,620,467.97
TOTAL (not including Gifts in Kind) $1,400,370.74 $9,704,847.57 $8,191,584.69 $5,440,179.79 $8,563,887.97
TOTAL (Gifts in Kind, Planned Gifts) $0.00 $134,890.57 $154,597.00 $55,830.00 $56,580.00
Grand Total $1,400,370.74 $9,839,738.14 $8,346,181.69 $5,496,009.79 $8,620,467.97
*Event totals will be reduced by event expenses incurred

Fund Definitions:
Office of Institutional Advancement | : (404) 752-1926 | : aoneal@msm.edu | Fundraising Reports – p. 12
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 8/12/2020 9:38:22AM Confidential Confidential
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