1BOV NOVEMBER 2016

2BOV NOVEMBER 2016

Strengthen alumni engagement

Achieve 40 percent alumni participation

Raise $1 billion

3BOV NOVEMBER 2016

Strengthen alumni engagement

4BOV NOVEMBER 2016

Homecoming 2016

• 3,721 total registrants

• NPS score of 59 (-100 to 100 scale, 50+ is excellent)

• A successful Homecoming Parade• 50 groups participated (vs. 30 last year)• Over 1,000 people gathered to watch

• 85% of attendees were not in a reunion year (vs. 75% last year)

5BOV NOVEMBER 2016

Alumni Admission Network

Goal: To engage alumni and parents in W&M recruitment efforts through enhanced outreach to prospective students and families

- Target Geographic Areas

- Volunteer Recruitment

- Volunteer Training Program

7BOV NOVEMBER 2016

Achieve 40 percent alumni participation

8BOV NOVEMBER 2016

28.7%

31.0%

35.0%

38.0%

40.0%

FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY17FY16FY13 FY18FY14 FY19FY15 FY20

Alumni Participation

28.0%29.0%

26.0%

24.0%

21.9% 22.4%23.4% 23.9% 23.6% 23.9%

24.9%

27.1%

Start of the campaign

9CWMF OCTOBER 2016

Reaching 40% Will Require:Objectives

• Investment in student philanthropy • Senior class gift retention• Young alumni philanthropic engagement

• Investment in peer-to-peer engagement• Increase reunion pledge fulfillment rates• Bolster annual touch points

• Increase retention rates• Acquisition donors• Consecutive-year donors

BOV NOVEMBER 2016 10

Alumni Participation

66%

64%

67% 66%

68%

71%

68%69%

68% 68%

60%

62%

64%

66%

68%

70%

72%

FY11 FY12 FY13 FY14 FY15 FY16

Donor RetentionMULTI-YEAR GLANCE

W&M Alumni Retention RatePeer Median

BOV NOVEMBER 2016 11

Alumni Participation

147 157213

295

460

12% 14%20% 25%

39%

0%

20%

40%

60%

80%

100%

0

50

100

150

200

250

300

350

400

450

500

FY12(2011) FY13(2012) FY14(2013) FY15(2014) FY16(2015)

Senior Class Gift RetentionFIRST YEAR OUT

DonorsRetention Rate

A SPECIAL THANK YOU TO

DOUG BUNCH & JIM HIXONfor sponsorship grants

416undergraduatevotescastforthreecommunityserviceprojectssponsoredbystudentorganizations:TheHaven– 1st place

Pre-VetClub– 2nd placeProjectPhoenix- 3rd place

15BOV NOVEMBER 2016

Raise $1 billion

Neednewimage

16BOV NOVEMBER 2016

$623.8MILLION

Total raised as of September 30, 2016

17BOV NOVEMBER 2016

61.4

101.6

72.4

60.2

38.7

62.2

44.937.1

80.1

104.3 104.2 105.8

143.1

46.3

0

20

40

60

80

100

120

140

FY04 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17

MIL

LIO

NS

Start of Campaign

New Gifts and CommitmentsAS OF SEPTEMBER 30, 2016

18BOV NOVEMBER 2016

WHERE GREAT MINDS MEET

MAKING THE REMARKABLE

PASSION FOR IMPACT

NOT YET DESIGNATED BY

DONORS

Goals and Progress by PillarAS OF SEPTEMBER 30, 2016

$261.8M / $580M

$302.3M / $320M

$12.3M / $100M

$47.4M

19BOV NOVEMBER 2016

$0 $25 $50 $75 $100 $125 $150

OMOHUNDRO

STUDENT AFFAIRS

L IBRARY

INTERNATIONAL

ALUMNI

EDUCATION

VIMS

MUSCARELLE

LAW

ARTS & SCIENCES

ATHLETICS

BUSINESS

Endowment Expendable Facilities Undesignated/Other Remaining to Goal

Goals and Progress by School and UnitAS OF SEPTEMBER 30, 2016

$96.11M / $150M

$116.29M / $145M

$74.52M / $140M

$55.58M / $75M

$18.09M / $60M

$15.70M / $35M

$15.04M / $30M

$10.20M / $30M

$12.4M / $27M

$15.09M / $25M

$8.52M / $20M

$4.07M / $10M

An additional $182.19M has been raised toward the $253M University-wide goal.

20BOV NOVEMBER 2016

Giving by SourceAS OF SEPTEMBER 30, 2016

UNDERGRADUATE ALUMNI$331.70M

GRADUATE ALUMNI$30.69M PARENTS

$18.22M

OTHER INDIVIDUALS$56.77M

CORPORATIONS$14.58M

FOUNDATIONS$71.078M

OTHER ORGANIZATIONS$6.24M

DUAL DEGREE ALUMNI$94.52M

21BOV NOVEMBER 2016

Gifts and Pledges by TypeAS OF SEPTEMBER 30, 2016

CASH$286.7M

OUTSTANDING PLEDGES$74.8M

IRREVOCABLE DEFERRED$5.0M

REVOCABLE DEFERRED$257.3M

22BOV NOVEMBER 2016

Gifts and Pledges by PurposeAS OF SEPTEMBER 30, 2016

ANNUAL GIVING - UNRESTRICTED $110.17M

ENDOWMENT$264.85M ANNUAL GIVING - RESTRICTED

$118.92M

FACILITIES$54.68M

UNDESIGNATED/OTHER$75.18M

23BOV NOVEMBER 2016

ScholarshipsGraduate

andProfessional

$61M

Need-based$69M

Global $6M

Athletic$53M

Merit-based$21M

$209MRAISED

AFFORDING OPPORTUNITYW&M

The Martha Wren Briggs Center for the Visual Arts

26BOV NOVEMBER 2016

New York City Kickoff

ForTheBold.wm.edu

IN NEW YORK CITY

6:30 PM COCKTAIL RECEPTION • 7:30 PM PROGRAM• 8 : 1 5 P M TO 1 0 : 0 0 P M STROLLING SUPPER •

Broadway at 60th Street | Time Warner Center | NYC

ATJAZZ

LINCOLN CENTER’S F R E D E R I C K P . R O S E H A L L

SEPTEMBER

Wil l iam & Mary invites you to be part

of an extraordinary movement; to build

on a remarkable legacy of achievement.

WILLIAM & MARY INVITES YOU TO BE PART OF AN EXTRAORDINARY MOVEMENT; TO BUILD ON A REMARKABLE

LEGACY OF ACHIEVEMENT.

Please reply by September 16. Accommodations and parking information are available on the registration site. Contact Advancement Events for

assistance at advevents@wm.edu or 757.221.1520.

PLEASE RSVP HERE RESPONSE.WM.EDU/BOLDNYC

27BOV NOVEMBER 2016

28BOV NOVEMBER 2016

”“While most public universities have sat back as privates landed eye-

popping donations, that’s changing. As dusk settled over New York City, the Empire State Building was lit up in green and gold, the colors of the College of William & Mary in Williamsburg, Va.

Uptown, over miniature Virginia ham sandwiches, the college thanked 400 local donors who helped to raise $52 million. A new

$1 billion campaign has as a goal to secure donations from 40 percent of its alumni. This year, donor dollars covered 12.8 percent of William & Mary’s budget; 11.8 percent came from the state. In

1980, state money provided nearly 43 percent of the budget.

29BOV NOVEMBER 2016