Alumni Leaders Weekend · 18.10.2019 · Wheaton By the Numbers Wheaton College Cash FY10 to FY18...
Transcript of Alumni Leaders Weekend · 18.10.2019 · Wheaton By the Numbers Wheaton College Cash FY10 to FY18...
Alumni Leaders Weekend
ConfidentialOctober 18, 2019
Advancement 101
Front of the House
Wheaton FundAlumni Relations
Major Gifts
Planned Gifts
Principal Gifts
Corporate and Foundation Support
Sponsored Research
Back of the House
Information Systems
Donor Stewardship
Communications
Prospect Research
Prospect Management
Gift Processing
College Advancement
Merritt Crowley
Vice President
Major Gifts & Planned Giving
Jean McCutcheon
Director
OPEN
Senior Development Officer
Randall Rosenthall
Senior Development Officer
Suzan Greenup
Senior Development Officer
Brienn Buchanan
Admin Asst
Amy Dumont
Senior Development Officer
Planned Giving
Dee Fransman
Admin Asst
Corporate & Foundation Relations
Patricia DeMarco '81
Director
Jane Murphy
Asst Dir
Suzanne Gaspar
Grant Writer/
Coordinator
Wheaton Fund
Amy Laprey
Director
OPEN
Senior Assoc Dir
Michaela Burke
Program Manager
Gold/Young Alums
Catherine Arendt
Program Manager
Reunions
Ana Brenescoto '15
Assoc Dir
Portfolio Management
Patty Grundy
Senior Asst Dir
Student Fundraising
Sabrina Maguire
Coordinator
Donor Retention
Corrie Lefebvre
Senior Assoc Dir
Leadership/Parent
Giving
Advancement Information Systems
Will Gallaher
Director
OPENAssoc Director
Marci Taggart
Asst Director
Debbie Salley P'01, P'04
Gift Processor
Susan Dyke
Asst Gift Processor
Michael Rodriquez
Sr Systems Analyst
Wendy Rosenthal
Development Research Analyst
Jeanne Poulin
Senior Programmer Analyst
Travis Roberts
Prospect Management Analyst
Advancement
Communications
Bill Walsh
Director
Emma Sullivan
Coordinator
Dawn Gula
Assoc Dir
Jamie McAndrews
Admin Asst
Alumni Relations
Courtney Shurtleff
Director
OPEN
Admin Asst
Patti Turcotte
Senior Asst. Dir
Donna St. Onge
Admin Asst
Marco Barbone '09
Senior Asst Dir
Jennifer Cotoia
Admin Asst
Christine Collier
Admin Associate
Gail Wybieracki
Admin Asst
Wheaton By the Numbers –
FY17 vs. FY19FY17 FY19
Living Alumni of Record 19,000 19,700
Solicitable Alumni 13,000 15,400
Alumni Addresses on file 16,500 18,200
Alumni emails on file 10,000 10,600
Parent and Friend emails on file 5,400 5,200
All $100K+ rated prospects 2,300 4,300
Assigned $100K+ rated prospects 800 900
• Total Prospect Visits 280 473
• Total First Time Visits 183 140
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Fundraising History – 5 years
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
FY15 FY16 FY17 FY18 FY19
Wheaton College Total PhilanthropyFY15 - FY19
Outright Gifts New Pledges Booked
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Wheaton By the NumbersWheaton College Cash FY10 to FY18
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18
Outright Gifts Pledge Payments Matched Gifts FY Cash Total
Wheaton By the Numbers
•What do these numbers tell us?
– Cash Flow for past and current financial models not robust enough to meet the “need” and change the game
–GoBeyond Campaign (‘07-’14) = financial success, however, did not build sustainable base of support from which to move forward. Incremental progress being made; have not changed the game yet, however.
– To sustain a baseline annual giving program of $5M and grow at 4% per year plus invest in our future initiatives and add to the endowment = enormous challenge
– Strong philanthropy from Board of Trustees is critical to sustaining momentum and growing (including current, emerita, and lifetime)
Wheaton By the Numbers
•Targets of opportunity
–Greater renewal and upgrade rates for donors in the Wheaton Fund
–Greater emphasis on multi year cash pledges for all priorities
–Planned Giving expansion (CGA’s and documented bequests)
–Building an incremental major gift pipeline through effective implementation of moves management system
–Engagement opportunities yielding promising results (i.e right opportunities luring new alumni “back to Wheaton” = potential new donor acquisition)
–Parents leadership council and support from parents
•Lots of great progress and lots of work still to do
Areas of Concern/Caution
•Sustainable rate of growth for the Wheaton Fund
•Continued reliance on “top of the gift pyramid” for successful WF results (gifts of $50K-$100K) and undesignated realized bequests
•Depth of Major and Principal Gift pipeline (low% of truly qualified prospects = both capacity AND inclination)
•Continued decreases in non-personnel operating budget (-14% in past four years)
•Retaining qualified staff
Promising Fundraising Highlights
from FY 18 and FY 19
•Momentum for Creating Possibility - $35.6 M in two year –positioned to reach the $50M goal at then end of (FY 20)
•$5M Wheaton Fund goal achieved in FY 19–an all-time high
•4,038 donors to the WF – 5 year high
•Alumni participation – up each year over the all time low of 22%; parent donors increased by 19%
•Developed and successfully instituted affinity scoring system on our entire rated prospect pool
Promising Engagement Highlights
from FY 18 and FY 19•Created robust event strategies with over 60 events that engaged 400 more alumni in FY 18 vs FY 17 and the trend continues
•Met our overall goal of engaging 23% of our alumni population in FY 19
•Rolled out Senior Cord program - invites seniors to participate in a number of activities that underscore their connection to Wheaton. Seniors have to participate in 4 of 8 events or programs to get a royal and white graduation cord.
•Thank-A-Thon – during 3 days at the end of April we gave students the opportunity to sign thank you postcards for all alumni volunteers, staff and faculty. Over 1,000 cards signed by students!
•Senior class gift committee leadership identified a full year in advance; more informed student volunteers
Advancement Goals and Objectives
FY 20
•Raise a minimum of $16.2M for approved initiatives (to complete Creating Possibility - $50M over three years)
•Continue to expand donor base through acquisition and retention in order secure 4,175+ total donors
• Increase alumni engagement by an additional 2% (from 23% to 25%)
•Further refine programs to increase volunteer fundraising activity (ex. Parent’s Leadership Council)
•Continue to improve our cornerstone campus events and introduce 2 new signature events on or off campus (ex. Leaders reception in Boston 9/24)
Advancement Goals and Objectives
FY 20
•Execute our automated moves management and leverage it in order to incrementally grow a sustainable major and principal gift pipeline
•Continue to enhance and diversify our stewardship of donors and volunteers
• Implement a culture of data integrity and consistent standardization
•Continue efforts to education and build a culture of philanthropy on campus (students, faculty, staff)
Get Connected
Ways to engage and connect with othersMobile Directory (Alumni)
Desk Top Directory (Alumni)
Class Pages (Alumni)
Facebook (Alumni, Parents, Friends)
Twitter (Alumni, Parents, Friends)
Instagram (Alumni, Parents, Friends)
LinkedIn (Alumni, Parents, Friends)
Volunteer Opportunities (Alumni and Parents)
On-line speaker series (Faculty)
Events in your region or on campus (All)