Page 13 - OIA Fundraising Reports - 5.8.20

Fiscal Year Cash Gifts Comparison
5/1/2020
FY2016
Philanthropic Reports - Fiscal Year Gifts Raised Comparison
FY2017
FY2014
(gifts, pledge payments and gifts in-kind)
7/1/2019-5/1/2020 -
7/1/15 - 5/1/2019
7/1/13-5/1/2017
Cash Gifts to date: 7/1/2019 - 5/1/2020
FY2020 FY2019 FY2018 FY2017 FY2016
7/1/19-5/1/2020 7/1/18- 5/1/2019 7/1/17 - 5/1/2018 7/1/16 - 5/1/2017 7/1/15-5/1/2016
Funds
Annual Fund $359,578.85 $330,415.34 $281,213.66 $295,920.64 $194,161.31
Scholarship Direct $1,477,294.68 $511,043.89 $558,045.77 $715,032.91 $798,966.86
Capital $3,572,500.00 $648,653.51 $109,241.12 $5,820,724.90 $730,461.48
Restricted Programs $1,304,865.89 $3,145,904.28 $2,056,720.52 $2,795,292.71 $1,435,095.92
Endowed Scholarship $355,241.05 $405,557.39 $681,038.60 $247,339.08 $108,820.37
Endowment Programs $18,031.12 $56,108.84 $89,808.30 $592,412.32 $50,000.00
*Event Fundraising $822,348.34 $844,217.14 $1,107,625.34 $973,983.00 $511,872.13
TOTAL $7,909,859.93 $5,941,900.39 $4,883,693.31 $11,440,705.56 $3,829,378.07
TOTAL (not including Gifts in Kind) $7,904,969.36 $5,937,303.39 $4,877,863.31 $11,384,125.56 $3,809,824.07
TOTAL (Gifts in Kind) $4,890.57 $4,597.00 $5,830.00 $56,580.00 $19,554.00
Grand Total $7,909,859.93 $5,941,900.39 $4,883,693.31 $11,440,705.56 $3,829,378.07

Cash Gifts:
FY2020 FY2019 FY2018 FY2017 FY2016
Funds
Annual $359,578.85 $417,148.16 $325,902.34 $326,989.84 $364,338.87
Scholarship Direct $1,477,294.68 $552,183.01 $752,757.11 $764,364.85 $844,508.78
Capital $3,572,500.00 $658,653.51 $193,086.96 $5,872,262.74 $732,199.32
Restricted Programs $1,304,865.89 $3,189,643.24 $1,842,996.48 $4,245,412.71 $1,510,482.35
Endowed Scholarships $355,241.05 $576,933.38 $870,130.08 $265,747.56 $129,277.99
Endowment Programs $18,031.12 $59,503.68 $90,469.96 $626,487.32 $50,000.00
*Event Fundraising $822,348.34 $857,156.02 $1,317,210.34 $1,004,285.00 $609,347.13
TOTAL $7,909,859.93 $6,311,221.00 $5,392,553.27 $13,105,550.02 $4,240,154.44
TOTAL (not including Gifts in Kind) $7,904,969.36 $6,306,624.00 $5,386,723.27 $13,048,970.02 $4,220,600.44
TOTAL (Gifts in Kind) $4,890.57 $4,597.00 $5,830.00 $56,580.00 $19,554.00
Grand Total $7,909,859.93 $6,311,221.00 $5,392,553.27 $13,105,550.02 $4,240,154.44
*Event totals will be reduced by event expenses incurred
Office of Institutional Advancement | : (404) 752-1926 | : aoneal@msm.edu | Fundraising Reports – p. 12
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 as of 5/7/2020 5:38:04PM Confidential
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