Page 13 - OIA Fundraising Reports - 5.11.20
P. 13

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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