Aci annual giving and major giving may 2014 final

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Annual Giving & Major Gift Teams: Strategies & Best Practices for Working Together Shena McNamara Keith, Assistant Vice President for Development & Alumni Relations Sarah Snow, Major Gift Officer

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Annual Giving and Major Gift Teams: Strategies and Best Practices for Working Together

Transcript of Aci annual giving and major giving may 2014 final

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Annual Giving & Major Gift Teams: Strategies & Best Practices

for Working Together

Shena McNamara Keith, Assistant Vice President for Development & Alumni Relations

Sarah Snow, Major Gift Officer

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Overview

• Introductions • Fundraising Pyramid• Data• Annual Giving Efforts• Leadership Giving Societies• Major Gifts Efforts

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Fundraising Pyramid

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Data• Clean & Current

– Contact Information– Online Network Community

• North Park Connect

• Wealth Screenings – Annual/Major Gift Ratings – Identify Prospects

• Prospect Assignments – AG Leads– Identification – Qualification

• Coordination & Communication– Annual Giving Calendar – Stewardship Strategy

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Month Direct Mail Segment Status Phonathon Segment/ Other Effort Status

JulyPlanning & Solicictation Development Complete    

AugustLYBUNTS AND SYBUNTS under $1,000 Complete Execute Phone Appeal Complete

SeptemberBoard Solicitation   Reunion Calling/ Senior Gift CompleteOctober Sport Specific Solicitation Complete SYBUNT Calling Complete

NovemberParent Partnership Mailing/ PC Exec. Comm. Calls Follow-up Mailing Complete

LYBUNT Calling/PC Exec Comm. Calls/Viking Club Complete

DecemberLYBUNT and SYBUNT CYE Mailing/ Class Agent Mailing Complete Parent Partnership Calling Complete

January Annual Giving Statements Complete Non-donor CallingPostponed to Summer

FeburaryUniversity Ministries Mailing Cancelled LYBUNT & SYBUNT Calling Complete    Senior Gift Complete

MarchSeminary Mailing Complete University Ministries Postponed to April

  Viking Club Calling CompleteApril Golden Circle Mailing Complete Seminary Calling Complete

  

University Ministries Calling (from March) Complete

May LYBUNT & SYBUNT FYE Mailing In Process Thank-a-thon Calling In Process

June

    Open Pledge Calling      Golden Circle Calling      Non-donor Calling (from January)      PC Exec. Comm. Calls      FYE Email Solicitations (2 emails)  

Annual Giving Calendar

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Annual Giving Efforts

• Pipeline – Donor Acquisition, Renewal & Upgrade

• Phonathon– Making Appointments– Planned Giving Survey– Train to Collect & Share Info– Communicate High Level Pledges

• GOLD (Graduates of the Last Decade)– Future Major Donors– Priming the Pump!

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Annual Giving Efforts

• Reply Devices– Planned Giving Options

• Leadership Asks• Tracking Referrals

– Annual Giving & Alumni Relations

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Annual Giving Clubs

• Loyalty Society – Consecutive giving – Prime planned giving prospects

• $1,000+ study– Tipping Point

• Giving Levels– Young Alumni Level– Premier Level

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US Inflation Calculator

$1,000 back in 1967 would be equivalent to…

$7,074.64 in 2014

That’s a cumulative inflation rate of 607.5%

According to the US Inflation Calculator

www.usinflationcalculator.com

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President’s Club

• $1,000 Entry– Cumulative giving over fiscal year

– Unrestricted and Restricted

• Donor Benefits:– Presidential Access (written and personal communication)

– Special event invitations

– Recognition in annual Honor Roll

• Annual Giving and Major Gift Benefits: – Opportunity for acquisition, renewal, and upgrade

– Maximize cultivation, stewardship

– Prime Major Gift prospect pool

– Volunteer engagement (PC Executive Committee, Board of Trustees)

• Exploring New Giving Levels– Young Alumni Level

– Premier Level

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President’s Club

• PC Executive Committee• Alumni volunteers

• Chair or co-chairs

• Engagement high, investment deep

• Advocates for AG and MG programs

• Peer solicitation by phone and direct mail

• CYE and FYE Phone Campaign• Collaboration - Data Services, AG and MG

• Identify callers and donor segment

• Call sheets and scripts

• Pre-call and post-call letter

• Decade Mailing (Pilot)

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President’s Club Stewardship Events

• PC Appreciation Series

– Dinner with President

– Building tour

– Attend a campus event together

• Annual Women’s Luncheon

• Holiday concert & dinner

• Building dedication (Fall 2014)

• Campaign North Park:

Regional “Thank You” events*

*All Campaign participants

What’s our ROI?

•Increases engagement & support of annual fund

•MG and PG prospects

•Personal relationship

•Increased engagement

•Deeper affinity

•Continued momentum

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Major Giving Efforts

• Aligning Vision & Case for Support• Solicitation Strategies

– Supporting Annual Giving• Leadership asks (President’s Club)

– Campaign vs. Unrestricted Fund• Rebranding the Annual Fund

– Restricted Giving• Prospect Management

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Questions/Comments?

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Thank you for joining us today!