effective collaborations between alumni relations and annual giving 03.14.2013

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This presentation was delivered at the March 2013 CASE District II Conference in Pittsburgh, PA by Stanyell Bruce and Dayna Carpenter.

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  • 1.Effective Collaborations Between Alumni Relations and Annual Giving Stanyell Bruce Director of Alumni Relations Dayna Carpenter Associate Director of Annual Giving

2. UMBC Overview Founded in 1966 University System of Maryland Baltimore Honors University 13,637 Students enrolled 60,833 Alumni of record 3. Office of Institutional Advancement Marketing & Communications Creative Services Advancement Services & DonorStewardship Corporate & Foundation Relations Advancement Operations Alumni Relations & Development 4. Alumni Relations & Development (3) Alumni Relations Staff Members (1) Program Management Specialist (2) Annual Giving Staff Members (3.75) Development Officers (2) Alumni & Development Communications (1) Assistant Vice President of AlumniRelations & Development (1) Vice President of Institutional Advancement 5. Overarching Goals Alumni Relations FY12 2,280 (4% of our alumni base) FY13 2,397 (4% of our alumni base) Based on actual number of alumni at end of previous fiscal year. Annual Giving FY12 2,500 Alumni Donors, $300,000 FY13 2,800 Alumni Donors, $580,000 6. Annual Giving Program 7. Change in Alumni Participation 14 12.41211.811.7 1110109.89.9 9.28 CAE Reports (National Survey)**65.94 5.55.36UMBC Participation Rate4.944.734.3643.724.31 3.8620 FY04FY05FY06FY07FY08FY09FY10FY11FY12 8. Alumni Relations Program Alumni Event Engagement Events, meetings, board and chaptermeetings, events, etc. Chapter and Volunteer Leadership Signature Programs Initiatives Homecoming Career Week Student Alumni Association 9. Challenges we face . . . . Young institution Commuter history Lean staff Location Lack of tradition. . . involvement varies by the culture, tradition, and philosophy of each institution . . . . - Buchanan 10. Working Together . . . . CASE STUDY #1: How we Celebrate Building a Tradition Building a Tradition of Giving Alumni Engagement/Giving 11. Working Together . . . . 12. Working Together . . . 13. Correlations, Analysis and Findings HOMECOMING FY11 284 First-time donors 0 Donors through Homecoming $0 in Gifts FY12 515 First-time donors (81% increase overFY11) 51 Donors through Homecoming $1,455 in Gifts FY13 227 First-time donors (to date) 133 Donors through Homecoming (160% increaseover FY12) $2,766 in Gifts 14. Correlations, Analysis and Findings HOMECOMING ATTENDANCE FY11 329 alumni attendees 3,892 overall attendees FY12 430 alumni attendees (30% increase over FY11) 4,000 overall attendees (3% increase over FY11) FY13 819 alumni attendees (90% increase over FY12) 5,605 overall attendees (40% increase over FY12) 15. Working Together . . . . CASE STUDY #2: PHONATHON Bringing our program back home 45 UMBC Students Employed 42,000 Alumni Records Donor Acquisition Cleaning Alumni Demographics Targeted messaging and promotion of events 16. Correlations, Analysis and Findings PHONATHON FY11 30,000 records Vendor focused on recently lapsed donors Weak information exchange FY12 41,000 records Employed 40 UMBC students 3,926 prospect demographics updates, 399 newemail addresses FY13 43,000 records Employed 45 UMBC students 1,296 prospect demographic updates, 553 newemail addresses 17. Working Together . . . . CASE STUDY #3: MEYERHOFF COHORTGIVING Meyerhoff Scholars Program at UMBC Alumni Cohort Giving Challenge Fundraising Committee 18. Correlations, Analysis and Findings MEYERHOFF GIVING FY10 20% Participation (4.36% overall) $19,081.09 FY11 13% Participation (3.86% overall) $15,466.50 FY12 13% Participation (4.31% overall) $18,258.00 FY13 (to date) 10% Participation (2.62%overall, to date) $18,921.67 19. Questions? Contact us:Stanyell Bruce CarpenterDaynaDirector of Alumni Relations Associate Director, Annual Giving [email protected] [email protected] of Maryland, Baltimore County 1000 Hilltop Circle Baltimore, MD 21250