Giv iving Societie ies: Theyre Not Just for Stewardship Anymore - - PowerPoint PPT Presentation

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Giv iving Societie ies: Theyre Not Just for Stewardship Anymore - - PowerPoint PPT Presentation

Giv iving Societie ies: Theyre Not Just for Stewardship Anymore Overview of giving and recognition societies under the Leaders in Philanthropy Brand Engagement Summary and Questions How does our work impact our goals?


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Giv iving Societie ies:

They’re Not Just for Stewardship Anymore

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  • Overview of giving and recognition societies under

the Leaders in Philanthropy Brand

  • Engagement
  • Summary and Questions
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How does our work impact our goals?

Qualification Cultivation Solicitation Closure

ENGAGEMENT

Identification

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What is an Annual Giving Recognition Society?

An annual giving recognition society honors and thanks those alumni, parents, and friends who provide us with an annual/yearly donation.

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The University of Chicago has three annual giving recognition societies

The University of Chicago Financial Aid Giving Society

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What is an Cumulative Giving Recognition Society?

A cumulative giving recognition society that honors and thanks major gift donors who have reached a certain level of giving.

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What is a Planned Giving Recognition Society?

A planned giving recognition society honors and thanks donors who create a gift during their lifetime that will take affect at or after their passing.

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Maroon Loyalty Society

  • New

graduate

Chicago Society

  • 10+ years
  • ut

Harper Society

  • 30+years

Phoenix Society

  • Retirement

Financial Aid Society

  • 20+ years
  • ut

Pip ipeli line for Giv ivin ing

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Donor Engagement Activities

  • Giving societies
  • Honor rolls
  • Naming opportunities
  • Stewardship planning for top donors & Trustees
  • Stewardship reports
  • Stewardship events
  • Tokens of appreciation
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Donor Engagement: Honor Rolls

  • What is an honor roll?
  • Defined
  • Consistent
  • Donor-centric
  • Leaders in Philanthropy

Honor Rolls

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Donor Engagement: Strategic Events

  • Regional Leaders in Philanthropy Dinners
  • Celebration of Leaders in Philanthropy
  • University Medal Dinner
  • Individual donor events
  • Building Openings
  • Gift announcement celebrations
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Donor Engagement: Strategic Events

“Insider Access” Events

  • Joint Event with Institute of Politics – “on the cusp”
  • 95% Maroon Loyalty Society Members
  • 60% Chicago Society Members
  • Regional Leaders in Philanthropy Tag-on Events
  • 90%+ Maroon Loyalty Society Members
  • 50% + Chicago Society Members
  • On average, of the 55 people who attend each

event, 63% are members of all four societies.

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In Conclusion

  • Engage early and often
  • Use the pipeline for engagement and cultivation
  • Reach out to colleagues
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Q&A

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