Page 12 - OIA Fundraising Reports - 5.11.20

Fiscal Year Gifts Raised Comparison
Philanthropic Reports - Fiscal Year Gifts Raised Comparison
5/1/2020
(gifts, pledges planned gifts and gifts in-kind)
Gifts Raised 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 $365,602.83 $357,674.56 $349,362.59 $285,166.56 $256,463.48
Scholarship Direct $2,246,478.60 $539,978.65 $602,175.53 $182,342.60 $2,125,521.71
Capital $3,110,000.00 $658,000.00 $8,087.50 $444,012.50 $6,901,750.00
Restricted Programs $896,200.89 $2,708,456.28 $737,346.52 $4,880,000.11 $6,703,672.88
Endowed Scholarship $366,677.43 $778,952.89 $841,988.60 $328,551.28 $138,276.15
Endowment Programs $19,388.84 $60,205.00 $94,000.00 $87,412.32 $45,000.00
*Event Fundraising $936,098.34 $1,266,767.14 $1,290,545.34 $984,410.00 $576,796.13
TOTAL $7,940,446.93 $6,370,034.52 $3,923,506.08 $7,191,895.37 $16,747,480.35
TOTAL (not including Gifts in Kind) $7,835,556.36 $5,970,434.52 $3,867,676.08 $7,135,315.37 $16,227,926.35
TOTAL (Gifts in Kind, Planned Gifts) $104,890.57 $154,597.00 $55,830.00 $56,580.00 $519,554.00
Grand Total $7,940,446.93 $6,370,034.52 $3,923,506.08 $7,191,895.37 $16,747,480.35

Gifts Raised:
FY2020 FY2019 FY2018 FY2017 FY2016

Funds
Annual $365,602.83 $442,921.82 $393,525.59 $306,027.42 $420,250.56
Scholarship Direct $2,246,478.60 $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 $896,200.89 $3,752,320.24 $1,066,070.48 $6,184,570.11 $7,097,682.35
Endowed Scholarships $366,677.43 $867,053.52 $1,012,452.08 $345,584.76 $235,430.65
Endowment Programs $19,388.84 $63,546.00 $94,270.00 $121,987.32 $45,000.00
*Event Fundraising $936,098.34 $1,267,206.02 $1,314,630.34 $1,012,560.00 $603,246.13
TOTAL $7,940,446.93 $8,346,181.69 $5,496,009.79 $8,620,467.97 $17,491,765.72
TOTAL (not including Gifts in Kind) $7,835,556.36 $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 $7,940,446.93 $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 5/7/2020 4:41:34PM Confidential
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