Page 11 - MSM OIA FY2020 Fundraising Charts - 2

Philanthropic Reports - Fiscal Year Gifts Raised Comparison
Fiscal Year Gifts Raised Comparison
4/17/2020
(gifts, pledges planned gifts and gifts in-kind)
Gifts Raised to date: 7/1/2019 - 4/17/2020
FY2020 FY2019 FY2018 FY2017 FY2016
7/1/19-4/17/2020 7/1/18- 4/17/2019 7/1/17 - 4/17/2018 7/1/16 - 4/17/2017 7/1/15-4/17/2016
Funds
Annual Fund $356,296.91 $329,959.96 $345,388.43 $281,712.94 $253,978.48
Scholarship Direct $2,242,855.40 $538,562.99 $599,937.63 $179,967.23 $2,098,186.71
Capital $3,110,000.00 $608,000.00 $5,587.50 $444,006.25 $6,901,750.00
Restricted Programs $860,107.50 $2,686,242.04 $729,413.28 $4,872,360.87 $5,703,177.88
Endowed Scholarship $365,891.65 $653,356.34 $420,537.82 $320,050.50 $126,776.15
Endowment Programs $19,308.84 $60,145.00 $94,000.00 $35,773.80 $45,000.00
*Event Fundraising $686,059.87 $1,059,328.67 $1,261,470.34 $973,410.00 $477,871.13
TOTAL $7,640,520.17 $5,935,595.00 $3,456,335.00 $7,107,281.59 $15,606,740.35
TOTAL (not including Gifts in Kind) $7,535,629.60 $5,535,995.00 $3,406,335.00 $7,050,701.59 $15,087,186.35
TOTAL (Gifts in Kind, Planned Gifts) $104,890.57 $154,597.00 $50,000.00 $56,580.00 $519,554.00
Grand Total $7,640,520.17 $5,935,595.00 $3,456,335.00 $7,107,281.59 $15,606,740.35

Gifts Raised:
FY2020 FY2019 FY2018 FY2017 FY2016

Funds
Annual $356,296.91 $442,921.82 $393,525.59 $306,027.42 $420,250.56
Scholarship Direct $2,242,855.40 $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 $860,107.50 $3,752,320.24 $1,066,070.48 $6,184,570.11 $7,097,682.35
Endowed Scholarships $365,891.65 $867,053.52 $1,012,452.08 $345,584.76 $235,430.65
Endowment Programs $19,308.84 $63,546.00 $94,270.00 $121,987.32 $45,000.00
*Event Fundraising $686,059.87 $1,267,206.02 $1,314,630.34 $1,012,560.00 $603,246.13
TOTAL $7,640,520.17 $8,346,181.69 $5,496,009.79 $8,620,467.97 $17,491,765.72
TOTAL (not including Gifts in Kind) $7,535,629.60 $8,191,584.69 $5,440,179.79 $8,563,887.97 $16,972,211.72
TOTAL (Gifts in Kind, Planned Gifts) $104,890.57 $154,597.00 $55,830.00 $56,580.00 $519,554.00
Grand Total $7,640,520.17 $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 | last update 4.22.20 – p. 10
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 4/21/2020 8:03:53AM Confidential Confidential
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