Texas A&M Foundation 2016 Annual Report
Welcome to the Texas A&M Foundation’s 2016 annual report.
Together We Aspire
As we close out fiscal year 2016 and turn our attention to the business at hand, two themes clearly emerge: aspiration and gratitude.
Just a few years into our Lead by Example comprehensive campaign endeavor, we reached an exciting halfway mark by raising gifts totaling more than $2.3 billion. In collaboration with President Michael K. Young—and with vision from many of you—we aspire to raise $4 billion for Texas A&M University by 2020 in three major areas: Transformational Learning, Discovery and Innovation, and Impact on the State, Nation and World.
Be assured that your gifts make a difference—from an ambitious global access program in the College of Engineering to a creative scholarship initiative for high-achieving incoming freshmen, you have stepped up to push us forward. With your generosity, we broke ground on The Gardens at Texas A&M and soon will begin construction on the new John D. White ’70–Robert L. Walker ’58 Music Activities Center. You are ensuring that our Galveston campus will meet critical needs in the maritime industry, and you are taking care of U.S. veterans who choose Texas A&M.
Your gifts continue to educate leaders of character who are steeped in the history, tradition and pride that fuels our Aggie Spirit. Like you, these students combine their Texas A&M education with our six core values to serve the greater good in their future endeavors.
Thank you for allowing the Texas A&M Foundation to manage your gifts. With your trust and partnership, we aspire to do more for our university and for our world.
Bill Toler '76
Chairman of the Board
Bill TolerTyson Voelkel '96
President
Tyson Voelkel2016Financials
Change in Net Assets
The Foundation's net assets increased 1 percent during the 2016 fiscal year.
in fiscal year 2016
in fiscal year 2016
Gifts to Texas A&M
Donors gave more than $255 million to the Texas A&M Foundation and Texas A&M University during fiscal year 2016. This total includes cash gifts, future pledge payments at full face value, and revocable and irrevocable planned gifts.
7,815
Total donors
14,154
Total number of gifts received
$255,652,828
Total value of gifts received
$18,062
Average gift value
5¢ to $12,000,000
Range of gift value
The A&M Legacy Society recognizes individuals, corporations and organizations whose cumulative giving through Texas A&M University, the Texas A&M Foundation, The Association of Former Students, 12th Man Foundation and George Bush Presidential Library Foundation totals $100,000 or more.
New Members
Total Members
Legacy
Heritage members in the A&M Legacy Society are individuals who have included a gift for the benefit of Texas A&M in their estate plans.
Heritage
Number and Value of Gifts by Class Year
3,499 former students made 6,811 gifts to the Texas A&M Foundation totaling more than $140 million during fiscal year 2016.
Total value of gifts received from former students during fiscal year 2016
Giving by Donor Location
Almost 11,000 gifts totaling more than $178 million came from donors residing in Texas. Donors in California gave 523 gifts totaling more than $34 million, while donors in Illinois contributed 167 gifts for more than $5 million—making those states second and third in total gift value, respectively. Thirty-eight gifts came from donors living overseas.
Top Five Corporate and Foundation Donors by Cumulative FY 2016 Giving
Many donors double, triple or quadruple the amount of their gifts by taking advantage of a corporate matching program. During fiscal year 2016, corporate and foundation donors matched 1,503 gifts to the Texas A&M Foundation for a total of $2.5 million.
Foundation Funds Made Available to Texas A&M
The Foundation annually makes millions of dollars available to Texas A&M for students, faculty, facilities and programs according to donors’ wishes. In fiscal year 2016, these funds totaled $103.9 million.
2015
$88,200,000
Annual total for fiscal year 2015
2016
$103,900,000
Annual total for fiscal year 2016
Increasing Student Burden
Private gifts relieve student financial burden and supplement Texas A&M’s educational budget as state funds continue to decrease and tuition and fees continue to increase.
Tuition and Fees
State Funding
Planned Giving by the Numbers
The Foundation’s Office of Gift Planning helps donors establish after-lifetime and dual-benefit gifts that will aid Texas A&M University and its students in the future. For fiscal year 2016, the Foundation documented $131.6 million in planned gifts, which includes gifts that will be received by the Texas A&M Foundation, The Association of Former Students, the 12th Man Foundation and the George Bush Presidential Library Foundation. From 1999 to 2016, the Foundation has documented more than $1 billion in planned gift expectancies.
$131,600,000
Total value of planned gifts documented
129
Number of planned gifts documented
$10,000 to $25,000,000
Range of gift value
$19,800,000
Value of realized gifts during fiscal year 2016
$171,000,000
Value of realized gifts in the last 10 years
New Endowments Breakdown
The Foundation prides itself on enhancing the academic experience at Texas A&M University for both students and faculty. Donors who create endowments for scholarships, chairs, professorships and fellowships leave a legacy that enhances Texas A&M’s core mission of providing the highest-quality undergraduate and graduate programs.
Endowment Values by Unit
Shown below is the value of each unit’s endowment held by the Texas A&M Foundation for the benefit of Texas A&M University as of June 30, 2016. The combined value of these endowments totals nearly $1.2 billion.
*Includes Texas A&M University Press, KAMU-TV, Reed Arena, non-designated endowments and endowments with split beneficiaries.
Endowment Performance Over Time
The Foundation invests endowments using asset allocation to maximize growth while safeguarding capital. This chart illustrates the market value of a $100,000 endowed scholarship created in 1980 and its cumulative value of student stipends. This single endowment would have paid out more than $347,300 by 2016.
Long-Term Investment Pool Growth
The long-term investment pool (LTIP)—which has a total value of $1.39 billion—has consistently met or exceeded our portfolio management guidelines, resulting in both the growth of funds available to Texas A&M University and the asset size of the portfolio. The LTIP is composed mostly of endowments, but also includes other non-endowed funds invested for the long term.
Investment Performance
The Foundation has a solid record of investing. Over the years, we have consistently outperformed most peer organizations, ranking in the top or high second investment quartile.
Long-Term Investment Pool Asset Allocation
By investing assets, the Foundation preserves the purchasing power of gifts while providing steady earnings for Texas A&M.
$2.3 billion
Cumulative Giving to
Lead by Example Campaign
$4 billion
2016Impacts
Every gift makes an impact. Here’s a look at how some of your gifts are benefiting Texas A&M University students, faculty, colleges and programs.
2016Initiatives
The Texas A&M Foundation matches your interests to funding priorities, no matter what your passion. Below are a few of our major fundraising initiatives for the coming year.
2016Thank You
Thank you for visiting the Texas A&M Foundation’s online annual report. We hope you enjoyed reviewing our 2015-2016 highlights and leave inspired about ongoing efforts to enhance and advance Texas A&M University.
No annual report would be complete without a great big Aggie thank you to our donors. Whether a former student, friend, corporation or foundation, we appreciate your generous spirit and commitment to Aggieland. Your contributions support Texas A&M’s third comprehensive campaign, Lead by Example, a $4 billion fundraising endeavor to enhance Texas A&M’s ability to tackle great global challenges while educating future generations of leaders committed to a lifetime of learning. This campaign is a joint effort between Texas A&M University, the Texas A&M Foundation, the 12th Man Foundation, The Association of Former Students and the George Bush Presidential Library Foundation.
You can view the A&M Legacy Society honor roll recognizing our most generous supporters at give.am/LegacySociety2016. We are proud to display the names of these members in Legacy Hall of the Jon L. Hagler Center.
