Annual Giving Overview Annual Fund vs. Giving Annual Fund is an - - PowerPoint PPT Presentation

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Annual Giving Overview Annual Fund vs. Giving Annual Fund is an - - PowerPoint PPT Presentation

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Annual Giving Overview Annual Fund vs. Giving Annual Fund is an annual fundraising campaign that uses volunteer solicitors, as well as technical systems to raise unrestricted contributions. Annual Giving is a year round effort

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SLIDE 1

Annual Giving Overview

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SLIDE 2

Annual Fund vs. Giving

  • Annual Fund – is an annual fundraising

campaign that uses volunteer solicitors, as well as technical systems to raise unrestricted contributions.

  • Annual Giving – is a year round effort to

raise renewable funds from individuals and groups, for unrestricted and restricted purposes using a variety of solicitation methods and techniques.

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SLIDE 3

Types of Solicitations

  • Direct Mail
  • Telefund
  • Email
  • Web – Online Giving Sites
  • Personal (face to face)
  • Social Media
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SLIDE 4

Annual Campaigns

  • The Spartan Club
  • Student Class Giving
  • The Faculty and Staff

Campaign

  • The Advanced Degree

Annual Fund

  • Reunion Giving

Annual Fund

  • UNCG Annual Fund
  • General Boards

Annual Fund

  • Unit Based Enrichment

Fund

  • Friends of the Library

Annual Fund

  • The Spartan Families

Fund

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SLIDE 5

Donor Groups

Group Definition

L

Has given $1,000 or more in the last fiscal year

A

Has giving $999 or less in the last fiscal year

B

Has not given in 1-3 years

C

Has not given in 3-5 years

D

Has not given in 5-10 years

E

Has not given in the last 10 years or ever

F

First time donor during the last fiscal year

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SLIDE 6

Solicitation Sequence

Donor Group Solicitation 1 Solicitation 2 Solicitation 3 L Personal Visit Letter Phone Call A Letter Phone Call Letter/Email B Letter Phone Call Letter/Email C Letter Phone Call Letter/Email D Phone Call Email E Phone Call Email F Letter Phone Call Letter/Email

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SLIDE 7

Solicitation Calendar

Month Boards Direct Mail Telefund Email

Oct- 2011

Board of Visitors CAS Advancement Council Unit Based –& Bryan, SOE, SON & HHS Advanced Degree – Graduate Thank You Families Annual Fund Advanced Degree Unit Based Reunion Giving Annual Fund (‘52,’57,’67) Spartan Young Alumni

Nov- 2011

Spartan Excellence Oral History Board Reunion Giving Annual Fund (‘62) Thank You Families Annual Fund Unit Based Advanced Degree

Dec- 2011

Trustees Women Veterans Minerva ( Eligible and Expiring) Unit Based Thank You Advanced Degree Families Annual Fund

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SLIDE 8

Reporting and Evaluation

  • Weekly
  • Monthly
  • Quarterly (Deans Progress Meetings)
  • Yearly Planning Retreat
  • Campus Program Partners Invited
  • Review reports, cost analysis, and

effectiveness

  • Annual Operational Plan
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SLIDE 9

Program Measurements

  • New Donors
  • Alumni and Annual

Giving Participation

  • Pledge, Completion,

and Return Rates

  • Contacts, Proposals,

and New Business (ID)

  • Dollars/Revenue
  • Donors
  • Cost per $1 Raised
  • Average Pledge and

Gift

  • Retention Rates
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SLIDE 10

2010-11 Revenue Results

Program Name (Dollars) FY 11 Week 52 FY 10 Week 52 % Change Pledge $ Fulfilled $ Grand Total Pledge $ Fulfilled $ Grand Total Unrestricted DM $ 411 $ 65,930 $ 66,341 $ 215 $ 79,078 $ 79,293

  • 16%

Telefund $ 3,701 $ 23,686 $ 27,387 $ 1,060 $ 10,869 $ 11,929 130% Special $ - $ 50,791 $ 50,791 $ 500 $ 29,780 $ 30,280 68% Other $ - $ 17,666 $ 17,666 $ - $ 25,799 $ 25,799

  • 32%

Web $ - $ 8,660 $ 8,660 $ - $ 2,960 $ 2,960 193% Total $4,112 $166,732 $170,844 $ 1,775 $ 148,486 $ 150,261 14% Restricted DM $ 41,542 $ 365,876 $ 407,417 $ 6,982 $ 227,474 $ 234,456 74% Telefund $ 118,625 $ 191,197 $ 309,821 $ 86,904 $ 192,783 $ 279,687 11% Special $ 34,440 $ 605,765 $ 640,205 $ 40,650 $ 730,339 $ 770,989

  • 17%

Other $ 50,723 $ 935,060 $ 985,783 $ 81,743 $ 1,099,399 $ 1,181,142

  • 17%

Web $ 100 $ 57,124 $ 57,224 $ 4,251 $ 40,968 $ 45,219 27% Total $245,430 $2,155,021 $2,400,451 $220,530 $2,290,963 $2,511,493

  • 4%

Totals $249,542 $2,321,753 $2,571,295 $222,305 $2,439,449 $2,661,754

  • 3%
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SLIDE 11

Median Change in Revenue

6.9% 3.0% 4.9%

  • 14.8%
  • 14.4%
  • 12.7%

4.9% 4.9% 4.9% Private Public Overall 2008 2009 2010

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SLIDE 12

2010-11 Donor Results

Program Name (Donors) FY 11 Week 52 FY 10 Week 52 Donor Change

Pledge Fulfilled Grand Total Pledge Fulfilled Grand Total % Change

Unrestricted

DM 7 366 373 4 648 652

  • 43%

Telefund 240 251 491 116 141 257 91% Special 1 76 77 2 94 96

  • 20%

Other 23 23 27 27

  • 15%

Web 36 36 35 35 3% Total 248 752 1,000 122 945 1,067

  • 6%

Restricted

DM 91 1,921 2,012 35 1,700 1,735 16% Telefund 3,536 2,539 6,075 3,293 2,579 5,872 3% Special 11 470 481 17 507 524

  • 8%

Other 70 1,772 1,842 93 2,119 2,212

  • 17%

Web 2 164 166 1 145 146 14% Total 3,710 6,866 10,576 3,439 7,050 10,489 1%

Totals 3,958 7,618 11,576 3,561 7,995 11,556 0%

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SLIDE 13

Median Change in Donors

  • 1.9%
  • 2.6%
  • 2.5%
  • 4.1%
  • 4.6%
  • 7.1%
  • 0.8%
  • 2.3%

0.1% Private Public Overall 2008 2009 2010

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SLIDE 14

Donor Retention

Retention of Donors $14,999 or less Fiscal Year Constituency* # of Donors Retained Retention Rate 2006 & 2007 All 4,141 48% 2006 & 2007 Alumni 3,395 56% 2007 & 2008 All 4,674 54% 2007 & 2008 Alumni 3,648 59% 2008 & 2009 All 4,228 60% 2008 & 2009 Alumni 3,305 66% 2009 & 2010 All 3,686 52% 2009 & 2010 Alumni 2,762 59% *Alumni counts may include alumni spouses

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SLIDE 15

Median Donor Retention Rates

58% 63% 68% 62% 56% 67% 62% 58% 67% Private Public Overall 2008 2009 2010

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SLIDE 16

New Donors

# New Donors FY 10-11 # New Donors FY 09-10 # of Change % Increase 1699 1392 307 18.07%

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SLIDE 17

Median Change in New Donors

2.0%

  • 6.6%
  • 0.4%
  • 4.1%
  • 12.1%
  • 7.7%

2.9%

  • 4.7%
  • 1.9%

Private Public Overall 2008 2009 2010

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SLIDE 18

Alumni Participation Rates

Fiscal Year Undergraduate Alumni VSE Alumni Participation 2006-2007 9.7% 6.7% 2007-2008 10.0% 6.6% 2008-2009 8.1% 5.1% 2009-2010 6.9% 4.6% 2010-2011 6.6% 4.3%

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SLIDE 19

Median Donor Participation Rates

10% 16% 21% 13% 9% 24% 12% 8% 20% Private Public Overall 2008 2009 2010

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SLIDE 20

Cost Analysis

Total $ Raised Total Cost Cost per $1 Raised Overall Program $2,571,295 $331,931 $0.13

Fundraising Method Dollars Raised Cost Cost per $1 Raised Telefund $493,361 $103,863 $0.21 Email/Web $68,145 $4,054 $0.06 Direct Mail $956,786 $68,773 $0.07 Special Gifts $1,053,004 $150,000 $0.14 Dollars Raised Total Cost Cost per $1 Raised Overall Program $2,571,295 $331,931 $0.13

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SLIDE 21

Fiscal Year Total Dollar Comparison

Fiscal Year Dollars $ Change % Chang e

Unrestricted Restricted Grand Total

FY 2004-05

$313,118 $581,815 $894,933 n/a n/a

FY 2005-06

$254,590 $2,735,690 $2,990,280 $2,095,347 234%

FY 2006-07

$322,795 $2,703,406 $3,026,201 $35,921 1%

FY 2007-08

$316,600 $2,944,633 $3,261,234 $235,033

  • 13%

FY 2008-09

$146,087 $2,660,339 $2,806,426 ($454,808)

  • 14%

FY 2009-10

$150,261 $2,511,493 $2,661,754 ($144,672)

  • 5%

FY 2010-11

$170,844 $2,400,451 $2,571,295 ($90,459)

  • 3%

Grand Total $1,695,855 $17,227,863 $18,923,718

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SLIDE 22

Fiscal Year Gift Comparison

Fiscal Year Pledges and Gifts # Change % Change Unrestricted Restricted Grand Total FY 2004-05

  • 8,643

n/a n/a FY 2005-06 4,931 10,338 15,269 6,626 76.66% FY 2006-07 4,783 9,405 14,188

  • 1,081
  • 7.08%

FY 2007-08 4,648 9,819 14,467 279 1.97% FY 2008-09 1,232 10,379 11,611

  • 2,856
  • 19.74%

FY 2009-10 1,067 10,489 11,556

  • 55
  • 0.47%

FY 2010-11 1,000 10,576 11,576 20 0.17% Grand Total 17,661 61,006 67,091

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SLIDE 23

Fiscal Year Average Gift Comparison

Fiscal Year Total Dollars Total Donors Average Gift FY 2004-05 $894,933 8,643 $104 FY 2005-06 $2,990,280 15,269 $196 FY 2006-07 $3,026,201 14,188 $213 FY 2007-08 $3,261,234 14,467 $225 FY 2008-09 $2,806,426 11,611 $242 FY 2009-10 $2,661,754 11,556 $230 FY 2010-11 $2,571,295 11,576 $222

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SLIDE 24

2011-12 Goals & Objectives

  • 1. Maintain the annual giving participation rate of 20%.
  • 2. Secure $2.6 million in annual gifts.
  • 3. Complete special gifts asks with specific goals of 10

proposals for the Director and 18 each for the Associate Directors.

  • 4. Maintain the face to face contact goals of 120 for the

Director and 180 for the Associate Directors. Increase identification calls as part of the special gifts team.

  • 5. Partner with Alumni Relations to build a strong

solicitation program for young alumni and student philanthropy.

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SLIDE 25

2011-12 Goals & Objectives

  • 6. Work with University Relations and Alumni Relations

to enhance social media in communication and solicitations.

  • 7. Continue the General Board solicitation process.
  • 8. Analyze and evaluate all University-wide imperatives

and how they can be addressed within Annual Giving Programs.

  • 9. Continue to work with Advancement Services to

enhance coding and reporting functions and garner multiyear pledge renewals through an automatic system with focus on faculty and staff.

  • 10. Partner with the Director of Donor Stewardship to

manage and steward recognition societies.

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SLIDE 26

Terri S. Clark

Annual Giving Programs & Special Gifts The University of North Carolina at Greensboro P.O. Box 26170 Greensboro, NC 27402-6170 Phone: 336.334.5984 Cell: 336.253.2105