strengthen alumni engagement - william & mary meeting • september 2017 2 campaign goals...

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Campaign Goals

Strengthen alumni

engagementAchieve 40 percent

alumni participation

Raise

$1 billion

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Strengthen alumni

engagement

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Joe Plumeri ’66, D.P.S. ’11, Honorary Chair

Mark ’84 and Janice Linaugh, W&M Weekend Chairs

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MBA 50th Anniversary

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Admission Network

GOAL: To engage alumni and parents in W&M recruitment efforts through

enhanced outreach to prospective students and families.

• 112 confirmed volunteers, including alumni and parents

• 85+ schools; busy schedule of school visits and college fairs

• Conducted trainings in spring with additional trainings scheduled for fall

• Reach extends to Atlanta, Los Angeles, San Francisco, San Diego,

Seattle, Denver, Houston, Dallas, Chicago, Cincinnati and NYC Metro

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Alumni Admission Weekend

• Designed for rising high school juniors and seniors of William & Mary

alumni

• 243 attendees, 77 stayed on campus in Hardy Hall

• NPS score of 80

• Presentations led by experts in the field about the college admission

process

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HWA 25th Anniversary

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A LUM N I M A G A ZIN E • FA LL 2 0 1 7

5 0 TH AN N IV ERSARY O F

RESIDEN TAL AFRICAN -

AM ERICAN STUDEN TS

I ’D LIKE TO BU Y TH E

TRIBE A CO KE

EX CEPTIO N AL EDUCA TO RS

Covers_FALL17.indd 1 8/28/17 5:53 PM

50th Anniversary Commemoration of the First African-American Residential Students

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Homecoming 2017

FRIDAY

• Scholarships Luncheon

• Homecoming Parade

SATURDAY

• Homecoming Tailgate

• Reunion Receptions

SUNDAY

• Jazz in the Garden

• Sunset Ceremony

• Virginia Uncorked

• Saturday Night Bash

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Homecoming 2017

• Alumni Band Organization (Annual Meeting and Pre-game Gathering)

• Association of 1775 (W&M Military & Veterans Mess Hall Breakfast)

• GALA (LGBTQ Alumni Reception)

• Hulon Willis Association (Annual Meeting and Black Alumni Reception)

• LatinX (Alumni Reception)

• Olde Guarde (Luncheon and Post-Game Tailgate)

• Order of the White Jacket (Annual Meeting and Reception)

• Women & Philanthropy (Meeting)

• Young Guarde (Reunion Celebration)

AFFINITY GROUP GATHERINGS

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Achieve 40%

alumni participation

Participation slide similar to one above on $ raised29.9%Undergraduate Alumni Participation for FY17

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William & Mary Alumni Participation

Start of the campaign 37%

34%

29.9%

28.7%

27.1%

24.9%

23.9%23.6%23.9%

23.4%

22.4%21.9%

24%

26%

29%

28%

40%

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0

10

20

30

40

50

60

70

Ivy League

Private

Public Ivy

2018 U.S. News and World ReportTOP 35 UNIVERSITIES BY ALUMNI GIVING RATE

201220182020

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Why Does Participation Matter?

• Enhanced alumni engagement

• National rankings

• Pride in alma mater

• Investment in future campaigns

• Tackling changing generational giving habits

• Support for the operating budget

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The weight in the USNWR formula does not equal the maximum number of

points a school can score in that category.

EXAMPLE:

Alumni giving is 5% of the USNWR formula, but a school could earn more

than 5 points based on its alumni giving rate in comparison to all other

national universities.

W&M Alumni Giving in USNWR

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5.0%

9.4%

0%

1%

2%

3%

4%

5%

6%

7%

8%

9%

10%

USNWR Formula W&M's Score

W&M Alumni Giving in U.S. News

• For W&M, our alumni giving rate

accounts for nearly 10% of our

overall score.

• W&M’s alumni giving currently falls

at the 94th percentile of all national

universities.

• At 40%, W&M’s alumni giving

would rank at the 99th percentile.

ALUMNI GIVING IN USNWR

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Our Directional Compass

W&M ADOPTS 40%

2014 five-year giving report showed 43.7% of undergraduate alumni gave

• Produced a retention & reactivation approach

Two populations were identified as highest opportunities

• Young alumni

• Reunion donors

Establishment of the Volunteer Engagement team

• Class Ambassadors

• Student philanthropy & recent graduate engagement

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Class Ambassador Academy

• 25 Young Guarde Class Ambassadors

contacted over 1000 alumni

• Received 190 gifts

• Class of 2016 brought in the most gifts and

won the Class Ambassador Cup

• Paul Hickman ’10 brought in the most gifts

with 17 gifts in one day

JUNE 2017

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The VIMS 'Save Our Bay Scallops' Tribefunding campaign raised more than $20,000 to purchase and then

seed thousands of juvenile bay scallops into the seaside bays of Virginia’s Eastern Shore with the goal of

giving this species, locally extinct since the 1930s, its best chance for revival.

N O V E M B E R - D E C E M B E R & A P R I L - M A Y

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SUA & Student Philanthropy

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Student Philanthropy by PercentageAS OF JUNE 30, 2017

73.8%

17.0%18.7%

14.3%

72.0%

24.4% 23.5% 24.3%

0%

10%

20%

30%

40%

50%

60%

70%

80%

Seniors (’17) Juniors (’18) Sophomores (’19) Freshmen (’20)

FY16

FY17

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The Impact of Participation

12,71411,888 11,686

12,05212,906

13,823 13,88414,356

15,141

16,805

18,258

19,273

0

4,000

8,000

12,000

16,000

20,000

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

Start of For the Bold

40% focus begins

UN

DE

RG

RA

DU

AT

E

AL

UM

NI

DO

NO

RS

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Growth in Consecutive Giving

0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000

5+ Yrs

3/4 Yrs

2 Yrs

FY13 FY14 FY15 FY16 FY17

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W&M Outperforms in Retention

62%

64%

66%

68%

70%

72%

74%

2012 2013 2014 2015 2016 2017

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W&M Outperforms in Student Retention

0%

10%

20%

30%

40%

50%

60%

70%

80%

2012 2013 2014 2015 2016 2017

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The Road Ahead to 40%

23.6%23.9%

24.9%

27%

30%

32%

35%

38%

40%

20%

24%

28%

32%

36%

40%

2012 2013 2014 2015 2016 2017 2018 2019 2020

ProForma

Actual

FY18 Goal

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This Year

FOCUSED ON 34%

Continued Focus

•Stewardship, recognition and celebration

•Student philanthropy and young alumni engagement

•Further increase already national leading retention rates

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One Tribe One Day | April 10

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The Last Two Years

GETTING FROM 34% TO 40%

2018-2019

• Alumnae Initiatives

• 100th Anniversary of Women

• Society of 1918 Planning

• Donor-funded challenges

2019-2020 (final year of campaign)

• Capitalize on affinity & pride

• Affinity focus and recognition

• Class focus and recognition

• Geographic focus and recognition

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$104.3M $104.2M$105.8M

$143.1M

$114.2M

$80.1M

Participation Drives Dollars

$ M

$5 M

$10 M

$15 M

$20 M

$25 M

2012 2013 2014 2015 2016 2017

Other AG

FWM/SIF

Other AG

AN

NU

AL

GIV

ING

DO

LL

AR

S

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$5.5M $5.6M $5.5M $5.9M $6.8M $5.9M

$9.7M $11.5M $13.5M $14.7M $14.5M $15.9M

$M

$20M

$40M

$60M

$80M

$100M

$120M

$140M

2012 2013 2014 2015 2016 2017 *As of June 30, 2017

$104.3M $104.2M$105.8M

$143.1M

$134.8M

$80.1M

Total New Gifts

& Commitments

Other Annual

Giving

Fund for William &

Mary/Scholarships

Impact Fund

Total Giving vs. Annual Giving

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Raise $1 billion

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$712.2 MILLION

Total raised as of June 30, 2017

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New Gifts and CommitmentsAS OF JUNE 30, 2017

$60.2M

$38.7M

$62.2M

$44.9M$37.1M

$80.1M

$104.3M $104.2M $105.8M

$143.1M$134.8M

M

20 M

40 M

60 M

80 M

100 M

120 M

140 M

160 M

For the Bold Campaign

FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17

Period Between Campaigns

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Omohundro

Student Affairs

Libraries

International

Alumni

Education

VIMS

Muscarelle

Law

Arts & Sciences

Athletics

Business

Goals and Progress by School and UnitAS OF JUNE 30, 2017

An additional $194M has been raised toward the $253M University-wide goal.

$4.3M/$10M

$8.8M/$20M

$16.7M/$25M

$13.9M/$27M

$26.7M/$30M

$16.6M/$30M

$21.1M/$35M

$35.1M/$60M

$66.2M/$75M

$81.8M/$140M

$127.5M/$145M

$101.4M/$150M

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Campaign Gifts for Scholarships

Scholarships Impact Fund All Scholarships

Donors Amount Raised Donors Amount Raised

2012 112 $84,953 2,316 $7,867,104

2013 104 $31,997 2,620 $30,648,514

2014 254 $65,321 3,175 $22,893,393

2015 928 $751,284 4,156 $48,496,513

2016 1,879 $1,077,430 5,722 $66,892,852

2017 1,772 $1,025,867 6,170 $48,887,617

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$60M

$200M

$15M

$50M

$25M

$64.3M$75.3M

$7.5M

$61.4M

$22.3M

Graduate andProfessional

Need-based Global Athletics Merit-based

$230.8M Raised

Goal

Amount Raised

*As of June 30, 2017

Campaign Gifts for Scholarships

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McLeod Tyler Integrative Wellness Center

Ground Breaking Ceremony | June 2017

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Shenkman Jewish Center

· New 3,000 sq. ft. facility for Jewish students to

participate in cultural, spiritual, social and

educational activities/programming

· Located at corner of Jamestown Rd. and Cary St.

· Groundbreaking in January 2018

· Expected completion is Fall 2018

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HIGH MUSEUM OF ART

Campaign Celebration in Atlanta | October 5

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Campaign Celebration in Richmond | March 27

VIRGINIA MUSEUM OF FINE ARTS

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JOHN G. SHEDD AQUARIUM

Campaign Celebration in Chicago | May 31