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CAROLINAS ANNUAL FUND CONFERENCE | APRIL 23, 2014
Setting the Table for Annual Fund
Success: Communications with
Current Parents
Betsy Chapman ‘92, MA ‘94),
Director of Parent Programs
Our Session Today
• Case study: parent
communications and Annual Fund
growth
• What’s in it for your school?
• How can you get started?
Where We Were 2008-09
• Separate Parent and Alumni Office
• Communications: Wake Forest
Magazine 3-4x/yr
• Solicitations 3-4x/yr (freshmen not
until spring)
• Little web presence
Wake Forest Fund
Historical Giving $
1,130,128
1,462,547
1,667,396
1,627,872
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
FY06 FY07 FY08 FY09
Wake Forest Fund
Historical Donor #s
2,037
2,386
2,255
2,038
1,800
1,900
2,000
2,100
2,200
2,300
2,400
2,500
FY06 FY07 FY08 FY09
• A 2011 study
found 40% of
first semester
freshmen
reported daily
contact with
their parents/
families 1
1 Liu A, Sharkness J, Pryor JH. Findings from the 2007 administration of
'Your First College Year' (YFCY) Los Angeles: Higher Education
Research Institute, UCLA; 2008.
Changing Student-Parent
Dynamic…
Propelled Us to Change
Dedicated parents web page
and blog (The Daily Deac)
Social media
Old vs. New Fundraising
Solicit vs. Open the door, set
the table, then ask
CREATING MEANINGFUL
ENGAGEMENT
If You Build It, They Will Come
• Invite them
• Show them dynamic, value added content
• Repeat, repeat, repeat!
Parents Website or Portal
• Deadlines
• Action items
• Checklists
• Critical news
Parents’ Information Needs
Make It Easy to Use
Q & A – Helps You and Them!
• News
• Photos
• Blogs
• Webcam
• Targeted
messages
Dynamic Content
Push Content to Them
• Don’t rely on them coming
to your website
• Push content to their
inbox (e-newsletter,
subscription feeds)
• Frequent social media
posts to stay on peoples’
feeds
• There’s institutional
messaging you want to
deliver…
• …and news that matters to
your constituents
• What is your school’s
voice?
Business or Pleasure?
Editorial Choices
• Personal touch
• Easy navigation
• Official news or
info
Tailor to Specific Audiences
Where Communications Moves the
Needle
EVALUATING PERFORMANCE
Are Parent Communications
Worth It?
Parents’ Page Hits
Readership Increase
Correlation? Or Causation?
Daily Deac Blog
Subscribers
• 595 subscriber
emails
• Match to 428
Family Giving
Units
• 176 have a giving
record (41%)
• 71 of the 176 are
staffed prospects
P ‘17 Daily Deac Blog
Subscribers
• P’17 = freshmen
parents
• $15,928 - avg.
lifetime giving for
staffed prospects
• $773 - avg. lifetime
giving of non-
staffed prospects
Wake Forest Fund
Historical Giving $
1,130,128
1,462,547
1,667,396
1,627,872
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
FY06 FY07 FY08 FY09
Giving Post-
Communications Ramp Up
1,881,739 2,006,769
2,295,411
2,189,964
2,367,646
0
500,000
1,000,000
1,500,000
2,000,000
2,500,000
FY10 FY11 FY12 FY13 Current YTD
Wake Forest Fund
Historical Donor #s
2,037
2,386
2,255
2,038
1,800
1,900
2,000
2,100
2,200
2,300
2,400
2,500
FY06 FY07 FY08 FY09
Participation Post-
Communications Ramp Up
2,453
2,713
3,034 2,985
2,467
0
500
1,000
1,500
2,000
2,500
3,000
3,500
FY10 FY11 FY12 FY13 Current YTD
University of Minnesota
2013 Survey
http://www1.umn.edu/prod/groups/ur/@pub/@ur/@parent/documents/content/ur_content_471671.pdf
http://www1.umn.edu/prod/groups/ur/@pub/@ur/@parent/documents/content/ur_content_471671.pdf
CREATING MEANINGFUL
ENGAGEMENT
How Can You Start?
• Web design software (Word
Press)
• Staff member with:
• Love of writing
• Institutional knowledge
• Good judgment
• Strong campus partnerships
CREATING MEANINGFUL
ENGAGEMENT
Conclusions from WFU
• Engaged
• Involved
• Informed
• = Higher giving $
• = Higher participation rate
CAROLINAS ANNUAL FUND CONFERENCE | APRIL 23, 2014
Questions?
CAROLINAS ANNUAL FUND CONFERENCE | APRIL 23, 2014
http://parents.wfu.edu
parents@wfu.edu

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Setting the Table for Annual Fund Success

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  32. Contact my office any time we can be of service.