Page 12 - Fundraising Charts 5.29.20

Philanthropic Reports - Fiscal Year Gifts Raised Comparison
Fiscal Year Gifts Raised Comparison
5/22/2020
(gifts, pledges planned gifts and gifts in-kind)
Gifts Raised to date: 7/1/2019 - 5/22/2020
FY2020 FY2019 FY2018 FY2017 FY2016
7/1/19-5/22/2020 7/1/18- 5/22/2019 7/1/17 - 5/22/2018 7/1/16 - 5/22/2017 7/1/15-5/22/2016
Funds
Annual Fund $377,143.44 $366,313.16 $358,566.75 $291,159.18 $410,436.77
Scholarship Direct $2,252,564.14 $541,761.68 $603,493.43 $194,755.03 $2,134,821.71
Capital $3,110,000.00 $658,000.00 $1,008,087.50 $444,018.75 $6,902,850.00
Restricted Programs $939,917.46 $2,748,684.52 $738,436.76 $4,880,831.23 $6,705,842.88
Endowed Scholarship $383,704.44 $824,585.55 $860,354.74 $338,902.06 $230,430.65
Endowment Programs $24,668.84 $60,265.00 $94,250.00 $89,437.32 $45,000.00
*Event Fundraising $936,136.81 $1,266,890.61 $1,309,130.34 $1,012,560.00 $583,446.13
TOTAL $8,024,135.13 $6,466,500.52 $4,972,319.52 $7,251,663.57 $17,012,828.14
TOTAL (not including Gifts in Kind) $7,889,244.56 $6,066,900.52 $4,916,489.52 $7,195,083.57 $16,493,480.80
TOTAL (Gifts in Kind, Planned Gifts) $134,890.57 $154,597.00 $55,830.00 $56,580.00 $519,554.00
Grand Total $8,024,135.13 $6,466,500.52 $4,972,319.52 $7,251,663.57 $17,012,828.14

Gifts Raised:
FY2020 FY2019 FY2018 FY2017 FY2016

Funds
Annual $377,143.44 $442,921.82 $393,525.59 $306,027.42 $420,250.56
Scholarship Direct $2,252,564.14 $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 $939,917.46 $3,752,320.24 $1,066,070.48 $6,184,570.11 $7,097,682.35
Endowed Scholarships $383,704.44 $867,053.52 $1,012,452.08 $345,584.76 $235,430.65
Endowment Programs $24,668.84 $63,546.00 $94,270.00 $121,987.32 $45,000.00
*Event Fundraising $936,136.81 $1,267,206.02 $1,314,630.34 $1,012,560.00 $603,246.13
TOTAL $8,024,135.13 $8,346,181.69 $5,496,009.79 $8,620,467.97 $17,491,765.72
TOTAL (not including Gifts in Kind) $7,889,244.56 $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 $8,024,135.13 $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 5/26/2020 8:05:51PM Confidential Confidential
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