6. A poll
How many of you have:
Less than 3 years of experience
3-5 years of experience
5 or more years of experience
How many of you are:
Under the age of 25
25 - 30
30 – 40
40+
7. A poll
How many of you work in:
Annual Giving or Annual Fund
Major Gifts
Alumni Relations
Advancement Services
Stewardship
9. McKendree University Pedigree
Founded in 1828
4 Campuses
Lebanon, IL (Main) Campus
Scott Air Force Base, IL
Radcliffe, KY
Louisville, KY
Undergraduate Enrollment
2,300
10. McKendree University Pedigree
By the Numbers
Endowment
$28,000,000
Alumni of Record
23,000
Solicitable Alumni
18,000
Total Raised FY13
$1,650,000
11. McKendree University Pedigree
Development
Office of Development, Alumni and Parent Relations
8 FT Staff
3 Major Gifts
1 Annual Giving
1 Advancement Services
1 Alumni Relations
1 Stewardship
1 Support Staff
17. Metrics
Where Should I Start?
1. Annual Giving Programs
2. Trends – YOY Comparisons, Restricted vs. Unrestricted
3. Industry Trends
4. Benchmarking
24. Data: A Case for Change
Now that we have data, how do we use it?
25. Data: A Case for Change
Continuous Process Improvement
Evaluate
Brainstorm
Develop a list of 3-5 changes
Implement
Repeat
26. Data: A Case for Change
example 1
0.00%
10.00%
20.00%
30.00%
40.00%
50.00%
60.00%
70.00%
80.00%
90.00%
FY04
TOTAL
FY05
TOTAL
FY06
TOTAL
FY07
TOTAL
FY08
TOTAL
FY09
TOTAL
FY10
TOTAL
FY11
TOTAL
FY12
TOTAL
FY13
TOTAL
Unrestricted
as a percentage of
Total Annual Fund
27. Data: A Case for Change
example 1
Observations:
Restricted giving is on the rise
Specifically athletics and performing arts
In FY04, Unrestricted Annual Fund revenue made up 80% of
the Annual Fund. In FY13, it made up only 50%
28. Data: A Case for Change
example 1
Result:
Family of Funds/Directed Giving
Better illustrates what the Annual Fund supports
Principia
29. Data: A Case for Change
example 2
0
100
200
300
400
500
600
700
800
Class Size
vs.
Number of Donors
Class Size
Number of Donors
30. Data: A Case for Change
example 2
Observations:
Number of alumni produced each year is increasing
Higher enrollment
Number of donors per class year remains flat
31. Data: A Case for Change
example 2
Result:
Give Big to the Pig
Student philanthropy
Senior Class Gift
Emphasis on senior gifts
Young Alumni
Segmentation towards GOLD
33. Opening Wallets
Understand what medium works best
No 1-size-fits-all approach
Survey your constituency
Ease of access
By inserting a BRE in the university magazine, Fontbonne
University recorded $63,000 in additional revenue
Unique Segmentation
Degree Program
Class Year
Professor(s)
Need to be transparent
Identify successes and failures – Tweak program
34. Conclusion
Annual Giving staff are heavy data users
AG professionals must have aptitude for data
Develop a means to evaluate programs/pieces
Pivot Table
Use metrics to make data-driven decisions
Specific to your institutional culture
Implement into your next fiscal year
Raise more money
35. Thank You
Contact:
Vincent Piazza
Director of Annual Giving and Advancement Systems
618.537.6500
vppiazza@mckendree.edu
McKendree University
701 College Rd.
Lebanon, IL 62254