This presentation will outline the GOLDstein Family Challenge, the first young alumni challenge campaign at the University of Miami. We will educate fellow annual giving professionals on best practices for creating and executing a challenge campaign, with specific focus placed on the young alumni demographic. This highly targeted, comprehensive campaign resulted in a 48 percent increase in the number of young alumni donors over the previous fiscal year and an approximate 4 percent increase in young alumni giving participation.
15 Tactics to Scale Your Trade Show Marketing Strategy
The GOLDstein Family Challenge: Inspiring Recent Graduates by Restarting the Conversation
1. University of Miami
The GOLDstein Family
Challenge
Inspiring Recent Graduates by Restarting the Conversation
2. Outlining Our Discussion
Introduction
& Background
Strategies
& Campaign
Results
& Takeaways
“Failing to plan is planning to fail.”
Alan Lakein, author of How to Get Control of Your Time and Your Life
3. Introduction & Background
“Who is this guy? Why is he standing here talking to a room of people?”
Your internal monologue
4. Hometown: Springfield, IL
Education: Bachelor of Liberal Arts
May 2010
University of Miami
Experience: Development Director,
Regional
University of Miami
2014 – Present
Assistant Director,
Young Alumni &
Student Philanthropy
University of Miami
2012 – 2014
Assistant Director,
Telemarketing
University of Miami
2010 – 2012
Gabriel Trieger Regional Development Director
+ approx. 15 years =
5. To frame the conversation, let’s first define
YOUNG ALUMNI
8. Young Alumni at the University of Miami
Undergraduate alumni of the last 10 years, typically between the
ages of 21 and 35
13% of total alumni population (approx. 23,000)
82% live in major cities, similar to general alumni
62% have a South Florida preferred address
All graduated during Donna Shalala’s tenure as UM’s President –
they are her graduates
10. YoungAlumniPhilanthropyat
theUniversityofMiami
So, did UM solicit young alumni before FY13?
Yes! However, we had very rarely communicated with young alumni in
a unique way and did not consider their communication preferences.
General Alumni Young Alumni
11. Developing a dynamic Young Alumni Program
was established as an area of strategic focus.
Two new positions were created:
• Director of Young Alumni & Student
Engagement
• Assistant Director of Young Alumni &
Student Philanthropy (me)
A New Approach
12. Strategies & Campaign
“Insanity is doing the same thing, over and over again, but expecting different results.”
Albert Einstein
13. Before we get ahead of ourselves, let’s discuss
EXPECTATIONS & GOALS
19. Structure of the Campaign
GOLDstein Family Challenge
Campaign Launch:
February 4th
Campaign Conclusion:
May 31st
Double Your Impact: School Challenges
Campaign Launch:
February 4th
Campaign Conclusion:
May 31st
Regional Competition
Competition Launch:
April 1st
Competition Conclusion:
May 17th
22. With a strategy in place, it’s time for the…
CAMPAIGN LAUNCH
23. Volunteers Campaign Launch
GOLDstein Family Challenge Volunteer Slideshare
University
Representative
Young Alumni
Leadership Council
Volunteers
Resources
24. Direct Mail Campaign Launch
Letter Announcement Mock Check (Front)
Mock Check (Back)
25. Direct Mail Campaign Launch
Envelope (Front)
Envelope (Back)
Reply Card (Front)
Reply Card (Back)
26. Direct Mail Campaign Launch
Donor Postcard (Back)
Donor Postcard (Front) Alumni Magazine Ad
41. Regional Impact of U President’s Tour
Impact of U Invitation (Front) Impact of U Invitation (Back)
Impact of U E-Invitation Campaign Info Sheet Photo from DC Event
42. Regional Young Alumni Competition
Boston YA Rally
Invitation
DC YA Rally
Update
DC Group
Boston Group
44. How about the results of the campaign
you’ve been talking about for the last 30 minutes?
About now, you’re all thinking…
Funny you should ask…
45. Results & Takeaways
“However beautiful the strategy, you should occasionally look at the results.”
Winston Churchill
46. Results Overall Young Alumni Program
GOLDstein Family Challenge on Momentum2 Website
47. Regardless of your institution’s
culture, size, and goals,
there are lessons that can
benefit your efforts.
Let’s Discuss Some (10) Important Takeaways!
48. Success is dependent upon collaboration.
A harmonious relationship between giving and engagement is key.
Lessons Learned from the GOLDstein Family Challenge
Inter-departmental support will bring your campaign to another level.
49. Make your campaign simple & consistent.
Simplify your message and branding to make it memorable.
Lessons Learned from the GOLDstein Family Challenge
Build upon your institutional brand to facilitate future non-YA efforts.
50. Give young alumni a specific purpose.
Create separate goals just for young alumni efforts.
Lessons Learned from the GOLDstein Family Challenge
Overall alumni goals may seem out of reach based on YA population.
51. Personalize outreach as much as possible.
Use data to tailor outreach to the individual when feasible.
Lessons Learned from the GOLDstein Family Challenge
Don’t be afraid to use first names.
52. Millennials like supporting a cause.
The focus should be on the cause and impact, not the institution.
Millennial Trends from 2013 Millennial Impact Report
Utilize stories about impact to better inspire young alumni.
53. Millennials prefer to connect via technology.
Websites, search engines, social media, email, mobile devices.
Keep this preference in mind when designing appeals.
Millennial Trends from 2013 Millennial Impact Report
54. Millennials share in “micro” ways.
Interaction is often immediate and impulsive.
Provide opportunities with low barriers to participate.
Millennial Trends from 2013 Millennial Impact Report
55. Millennials facilitate (and rely on) peer influence.
Capacity may be lower, but there is still willingness to give.
Incentivize peer-to-peer outreach through friendly competition
Millennial Trends from 2013 Millennial Impact Report
56. Millennials want a continuum of support.
One-time commitments to long-term, pro-bono skills-based opportunities.
Long-term volunteers tend to give larger gifts, and solicit their networks.
Millennial Trends from 2013 Millennial Impact Report
57. Millennials give to make an impact.
Regardless of amount, gifts should achieve tangible results.
Transparent reporting of results and outcomes lead to continued giving.
Millennial Trends from 2013 Millennial Impact Report
59. Gabriel Trieger, B.L.A. ’10
Regional Development Director
University of Miami
Office of Alumni Relations
Newman Alumni Center
University of Miami
6200 San Amaro Drive
Coral Gables, FL 33146
305-284-4331
g.trieger@miami.edu
60. University of Miami
The GOLDstein Family
Challenge
Inspiring Recent Graduates by Restarting the Conversation
Notes de l'éditeur
The Young Alumni Program was introduced in January 2013 through a multi-channel marketing effort
A Young Alumni website was created
dedicated to communications specific to the population
Create young alumni leadership opportunities
Recruit a national Young Alumni Leadership Council (YALC) made up of select, influential young alumni leaders, with a blend of advisory, fundraising, and programming responsibilities.
Establish the YALC as a desirable engagement opportunity for young alumni.
Ensure YALC functions within the overall alumni engagement continuum.
Increased efforts to educate young alumni about the benefits and services available to them throughout their student and young alumni years
Formally introduced the Young Alumni Program and its staff liaisons to all young alumni
Launch email sent to all young alumni - 31% open rate (5,595)
Launch email re-sent to young alumni who did not open the first - 11% open rate (1,398)
Follow-up email sent to the 6,993 young alumni who opened the launch piece
Developed and maintained multi-channel communications with young alumni-specific messaging to connect the young alumni community with each other and UM
Facebook - posted to 7,313 followers.
LinkedIn - posted to 3,348 members.
Twitter – created a young alumni account and gained 338 Followers (Feb. to May, 2013).
Pinterest - created a young alumni account with boards that promote events, UMAA benefits and services, as well as other topics of interest to the young alumni community.
Action items and follow-up strategies implemented in all correspondence
Young Alumni Spotlight
Integrate the Young Alumni Program with regional communications and programming
Collaborate with colleagues to enhance current programs and to create new ones, such as hosting regional career networking receptions, traveling to major markets with campus leaders, implementing engagement strategies during events, and creating follow-up actions to build and maintain relationships.
Create aggressive local and regional engagement strategies in select major markets.
Creation and launch a Young Alumni Challenge Grant Campaign
Patience
payoff not in $$$ raised this year
development of donor behavior
creation of a culture of philanthropy
identification of future major gift prospects
What to track:
Engagement
In-person meetings
Email Open-rates
Phone Calls Completed
Volunteers
Social media interactions
Customer service requests
Giving
Participation
$$$
Who to count:
Depends on your institution and goals
Undergraduate degree holders from last 10 years
All gifts in fiscal year
The UMAA benchmarked more than 40 institutions, including ACC and AAU institutions, and also conducted a national alumni survey in 2012. The survey results were on trend with the findings discovered through benchmarking. Areas of importance that are significant to young alumni include: Opportunities for career and social networking, a greater range of benefits and services applicable to young alumni, and opportunities for volunteer leadership.
Benefits of a young alumni specific campaign:
Consistent marketing mechanism to transmit key messages from leadership on the importance of young alumni participation
Shows regardless of capacity, young alumni have an important role
Creates an effective strategy for addressing a significant challenge facing the Office of Annual Giving, young alumni giving
Infuses young alumni energy into the Momentum 2 Campaign
As a legacy family, the Goldstein Family are an excellent choice to lead our young alumni to action:
Sandy Goldstein, B.B.A. ’81 M.B.A. ’85 and Cindy Goldstein, B.S.N. ’79 exemplify long-term generosity and commitment to the University of Miami we hope to inspire in all our alumni
Sean Goldstein, B.B.A. ’12 is a member of the target demographic and will lead his peers by example as the symbolic first gift in The GOLDstein Family Challenge
Challenge Grants
Challenge grants are conditional gifts or pledges dependent upon the charity raising the same amount (or a ratio thereof) from other donors. Gifts or pledges may be described as challenge grants only if the charity is required to raise qualifying gifts in order to receive and/or use the grantor’s contribution. Donors may not classify the use of their gifts as challenge grants if their gifts are actually unconditional. Any outright gifts or payments on pledges that are marketed as a “challenge” must be treated as a liability until the charity has met the condition and raised qualifying gifts.
Process:
Obtain information from donor to assess grant as “challenge”(conditional) or “matching” (unconditional) and to clarify what gifts (outright and/or deferred), pledges and/or bequest expectancies will qualify to be matched as well as the amount of the match (e.g. “dollar for dollar,” “fifty cents on the dollar,” face or present value, “dollar per new donor,” “dollar per number of donors,” etc.), timing and designation, reporting requirements, total potential commitment.
Execute gift agreement with donor with all details noted above.
If applicable, ensure donor’s understanding that payments made on challenge grants before conditions have been met do not qualify for tax acknowledgments
Track progress toward challenge or matching goal in fundraising system, report progress to donor
As donor’s payments on a challenge grant arrive determine if they are revenue, received after conditions have been met, or a liability, received before conditions have been met
Review donor’s challenge grant on a regular basis to determine conditional and unconditional balances of the pledge, adjust accordingly; also adjust any liability payments to revenue as appropriate and issue tax acknowledgment to the donor
Once challenge grant goal is reached, adjust all liability payments to revenue and issue a tax acknowledgment to the donor
Credit to one to one group
GOLDstein family challenge
Alumni legacy parents Sandy, B.B.A. ’81, M.B.A. ’85, and Cindy Goldstein, B.S.N. ’79, and their son, Sean Goldstein, B.B.A. ’12, challenged young alumni to participate in annual giving. The challenge was simple: If 2,013 young alumni contributed to the University of Miami by May 31st, the Goldstein Family would make a $25,000 contribution to need-based scholarships.
Through the combination of volunteer/peer-to-peer solicitations and a highly personalized, multi-channel, multi-touch young alumni campaign, the GOLDstein Family Challenge sought to increase the number of young alumni donors overall by nearly 7%. The theme of the campaign was “What’s Your Number?” and provided opportunities for young alumni to share their participation online with their peers. The original goal of the campaign was to reach 2,013 young alumni donors. This goal was adjusted to 2,400 upon early completion of the initial goal.
SCHOOL CHALLENGESIn an effort to increase the percentage of young alumni gifts being designated to their undergraduate school/college, a mini-challenge was presented to young alumni from the School of Architecture and the School of Communication. The challenge statement was, “If giving from SoA/SoC young alumni to the SoA/SoC increases by 33% and 25% respectively over FY12, an anonymous alum agreed to contribute $20,000 each to educational travel (SoA) and student internships (SoC).
REGIONAL COMPETITIONAs a pilot-program for potential expansion in future campaigns, the GOLDstein Family Challenge also included a Regional Competition between Washington D.C. and Boston, MA. The competition was to see which city could achieve a greater increase in young alumni participation over FY12. The Regional Competition culminated in a Giving Rally and Networking Reception in both cities on May 29th. The winner of the competition was announced simultaneously to both cities via live webcast by Sebastian the Ibis. The event also featured the first-ever multi-city CANES cheer.
marketing and solicitation strategiesThe GOLDstein Family Challenge included a variety of traditional marketing/solicitation techniques that included the following:
Direct Mail – total of 59,898 pieces sent
GFC Launch Letter w/check insert – 12 unique version – total of 21,848 pieces sent
Campaign Update Self-mailer – 12 unique versions – total of 19,348 pieces sent
Bonus Round Post-card – 2 version – total of 18,702 pieces sent
Email – total of 191,418 emails delivered
Weekly Stewardship emails – 7,987 emails sent – 3,336 emails opened – 42% open-rate
Solicitation emails – 184,588 emails sent – 26,500 emails opened – 14% open-rate
Phone – 11,618 completed records (65.3%) – 4,394 contacts (37.8%)
Develop a Comprehensive Marketing & Solicitation Schedule
that includes direct mail, email, telemarketing, social media, and volunteer strategies, as well as regional programs to support the campaign.
VOLUNTEER INVOLVEMENTA national Young Alumni Leadership Council (YALC) was also formed. Made up of influential young alumni leaders with a blend of advisory, fundraising, and programming responsibilities, the YALC reached 45 members by fiscal year end. The first priority of the newly formed YALC was to lead a young alumni fundraising campaign effort, the GOLDstein Family Challenge, described in the next section.
A network of volunteers (including active YALC members) were utilized to help proliferate the marketing messages and secure donors to the campaign.
Recruitment efforts included:
Email – 244 emails sent
Phone – 108 calls made
Confirmed Volunteers – 56, including 32 YALC members
Conference Call #1 Attendees – 19
Conference Call #2 Attendees – 12
Two conference calls were held with the volunteers to update them on the campaign, as well as assign marketing/solicitation responsibilities. Volunteers were instructed to reach out to a minimum of 4 friends/peers to solicit for donations. Additionally, volunteers promoted the campaign on Facebook through the use of donor badges. Volunteer leaders in Boston, MA and Washington D.C. were utilized in promoting the Regional Competition.
DONOR BADGE/SOCIAL MEDIAIn addition to these traditional marketing/solicitation methods, the GOLDstein Family Challenge also utilized a variety of social media networks.
All qualifying donors to the GOLDstein Family Challenge received a donor badge featuring their unique donor number which they were encouraged to share via social media. Every time a donor shared their donor badge through the GOLDstein Family Challenge website, they received one entry into a prize drawing for tickets to the UF vs. UM football game.
Total Unique Badge Pick-ups = 361
Total Badge Pick-ups = 640
13% of all donors from 6/1/12
21% of all donors from GFC launch
Total Unique Facebook Shares = 125
Total Facebook Shares = 227
35% of all those sharing a badge
Total Unique Twitter Users = 84
Total Tweets = 112
23% of all those sharing a badge
Additionally, any individual that visited the GOLDstein Family Challenge website could share the Challenge directly from the homepage.
GURL Facebook Shares = 81
GURL Tweets = 37
TRAVEL SCHEDULE
Los Angeles MarchBroward/Fort Lauderdale AprilWashington D.C. MayBoston, MA MayNew York City MayBoston, MA May
EVENTS
Organized and hosted young alumni giving rallies in the following cities:
Boston, MA
Washington, D.C. (hosted by Kate Lake)
Staffed and attended numerous UM events, including:
Attended Impact of U Events
Los Angeles, Fort Lauderdale, Washington D.C., Boston, New York
Attended UM Alumni Social Mixer
Attended/hosted Get Carded! Reception
An aggressive plan to strategically engage young alumni was also implemented, including exclusive young alumni receptions held in major cities during spring 2013 as part of President Shalala’s first-ever, 15-city, international Impact of U tour. A Young Alumni Engagement Project was also implemented through the Alumni Board, in which members hosted engagement appointments with young alumni in their regions.
Close to 1,000 attended the exclusive young alumni receptions
375 individual and small group engagement appointments were held
10 Alumni Board members hosted regional engagement appointments with 50 young alumni
EVENTS
Staffed and attended numerous UM events, including:
Attended Impact of U Events
Los Angeles, Fort Lauderdale, Washington D.C., Boston, New York
Attended UM Alumni Social Mixer
Attended/hosted Get Carded! Reception
GOLDstein Family Challenge
OVERALL CAMPAIGN RESULTSYoung Alumni Donors = 2,835 (118% of goal)Young Alumni Dollars Raised = $602,656.79Young Alumni Participation Rate = 11.3%
SCHOOL CHALLENGE RESULTSSoA Young Alumni Donors to SoA = 49 (123% of goal)SoC Young Alumni Donors to SoC = 160 (145% of goal)
REGIONAL COMPETITION RESULTSBoston, MA % Change in Young Alumni Participation = +5.6%Washington D.C. % Change in Young Alumni Participation = +7.9% (winner)
OVERALL PARTICIPATION RATE - PRE AND POST LAUNCH OF INTEGRATED YOUNG ALUMNI PROGRAM
FY12 young alumni participation: 8% young alumni (15% overall)
FY12 donor retention rate: 42% young alumni (58% overall)
FY13 young alumni participation: 11.8% young alumni (XX% overall)
FY13 donor retention rate: 45.8% young alumni (62.9 % overall)
311,000 marketing touches were achieved between young alumni engagement and philanthropy
5,100 young alumni became engaged with UM through donor and program participation
Miami Magazine - In addition to featuring Sean Goldstein in the Spring 2013 advertisement for the Office of Annual Giving, a recap of the GOLDstein Family Challenge was submitted for inclusion in the upcoming edition of the Miami Magazine.
Chronicle of Philanthropy 400 Survey – Submitted strategies and results of the GOLDstein Family Challenge for inclusion in the Chronicle of Philanthropy 400 Survey.
Bentz-Whaley Fleissner National Webinar – During a nationally broadcast webinar covering the Alumni Relations and Annual Giving best practices in July 2013, the webinar host referenced the GOLDstein Family Challenge as a great example of integration of efforts across Alumni Programs and Annual Giving.
e-Alumni Connections – The GOLDstein Family Challenge was featured in two consecutive February editions of the e-Alumni Connections electronic newsletter to help launch the campaign.
e-Veritas – The GOLDstein Family Challenge was featured in the March 4, 2013 edition of the e-Veritas electronic newsletter. The article served to help launch the campaign.
Momentum2 Website – Following the conclusion of the campaign, the GOLDstein Family Challenge was featured in a news release on the Momentum2 Campaign website announcing the results of the challenge and its impact on the capital campaign.
Momentum2 Newsletter – In the “Scholarships and Student Success” section of the Momentum2 newsletter, the GOLDstein Family Challenge was covered, highlighting the strategies and successes of the campaign.
CASE Sample Collection – The Council for Advancement and Support of Education collects samples from schools/colleges to make available to other institutions for guidance and inspiration. The Young Alumni Infographic that recapped the inaugural year of the Young Alumni Program was submitted for inclusion in the collection.
Thank You Mailing – A direct mail piece was sent to all 16,000 alumni donors to thank them for their support in FY13. This stewardship piece included a section dedicated to the GOLDstein Family Challenge and the results of the campaign.
Thank You Email – The aforementioned Young Alumni Infographic was sent out to all young alumni following the conclusion of the campaign. The piece shares the results of the GOLDstein Family Challenge, as well as the other efforts related to the Young Alumni Program
UM Alumni Association Website – The GOLDstein Family Challenge is featured in a few places on the UM Alumni Association website, including the Young Alumni section of the Annual Giving page and previously on the Alumni Association homepage and Annual Giving homepage.
For a more in-depth discussion of the following Millennial Trends, review the 2013 Millenial Impact Report created by Achieve! and CASE.
The UM Young Alumni Programs team presented the program to all major leadership bodies at the University of Miami, including the Board of Trustees, UM Administration, all school and college deans, Alumni Board and Council, President’s Council, and regional alumni volunteer leaders.
Reporting Schedule
GOLDstein Family Challenge Donor Count: daily (as appropriate)GFC School Challenges Percentage to Goal: every MondayGFC Regional Competition Participation by Region: every MondayMarketing Overview: bi-weeklyIn-depth Marketing Update: as requestedVolunteer Involvement: bi-weeklyThe following parties will receive all or part of these updates:
Donna Arbide, Associate Vice President, Alumni Relations
Dean Elizabeth Plater-Zyberk, School of Architecture
Lamar Noriega, Development Director
Dean Gregory Shepherd, School of Communication
Brian Weinblatt, Senior Development Director
Scott Siegel, Senior Development Director, Annual Giving
Wendy Chun, Director, Online Communications
Megan Ondrizek, Media Relations Coordinator
Javier Blanco, Casual Worker
Samuel “Sandy” Goldstein, B.B.A. ’81
Sean Goldstein, B.B.A. ’12
Millennials prefer to share information about the cause, not the organization itself.
relate your content to the greater cause, not just around what your specific organization is doing.
Look within departments at your institution to identify programs that affect meaningful causes and highlight these efforts as opportunities to impact these causes through the institution.
Mobile friendly is millennial friendly
a) crafting mobile-friendly email content that calls readers to action
b) posting regularly on Facebook, especially with images (the most shared item)
c) writing news or action-oriented headlines to deliver organizational news
use websites first to learn about the organization, and then to connect with its social networks to stay updated. The smoother and more integrated the online experience, the higher the chances for conversion along any point of the engagement pathway.
In thinking “digital first,” organizations should focus on responsive design as well as content, including navigation, context around the organization’s work, and success stories.
Build a content schedule that includes what topics you’ll cover, outlines when and where you’ll deploy it, and identifies ways program staff can contribute materials.
Collect personal stories and photos of people you have helped to inspire Millennials to be passionate about your cause.
volunteer programs that facilitate networking for Millennials maximize this generation’s inherent social connectedness.
Designing programming with this benefit in mind will ultimately help retain young professionals and give them opportunities to broaden their skillsets among groups of people invested in the same issue.
Successful emails communicate the opportunities for recipients to get involved in the issue or cause, and then give them an immediate way to do so.
When posting calls to action related to your cause, be sure that show how this action is connected to some outcome and follow up with those who participated to show them your progress.
Make it clear how to get involved with your organization.
Be sure to include a way to donate on your homepage.
Millennials showed significant interest in using their network—family and friends—to fundraise on behalf of causes they were passionateabout.
Think about the content from their perspective—what would be most interesting for them to read— rather than thinking solely about what your organization needs from them. The more that a Millennial resonates with your cause, the more likely they are to share that content with their friends.
offering online training in place of in-person training is attractive to Millennials, with the added benefit of allowing participants to train and serve anywhere.
Supportive activism such as sharing and signing petitions is a significant actionMillennials take.
Donation requests that focus on how the gift will benefit the recipients will garner higher response.
Millennials value authenticity, variety, and actionable information. True community management goes beyond scheduling updates and monitoring retweets; it creates an honest, friendly environment where followers are treated not as ATM machines, but as collaborators.
websites clearly show their work, demonstrate how potential constituents can help with current projects and events, and offer ways people can get involved in the near future.