Alumni Leaders Weekend Confidential October 18, 2019 Advancement - - PowerPoint PPT Presentation

Alumni Leaders Weekend

Confidential October 18, 2019

Advancement 101

Front of the House

Wheaton Fund Alumni 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 OPEN Assoc 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. FY19

FY17 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 Philanthropy FY15 - FY19

Outright Gifts New Pledges Booked

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Wheaton By the Numbers

Wheaton 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
• f 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
• pportunity 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 others

Mobile 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)