Aci annual giving and major giving may 2014 final
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Transcript of Aci annual giving and major giving may 2014 final
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
Overview
• Introductions • Fundraising Pyramid• Data• Annual Giving Efforts• Leadership Giving Societies• Major Gifts Efforts
Fundraising Pyramid
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
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
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!
Annual Giving Efforts
• Reply Devices– Planned Giving Options
• Leadership Asks• Tracking Referrals
– Annual Giving & Alumni Relations
Annual Giving Clubs
• Loyalty Society – Consecutive giving – Prime planned giving prospects
• $1,000+ study– Tipping Point
• Giving Levels– Young Alumni Level– Premier Level
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
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
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)
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
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
Questions/Comments?
Thank you for joining us today!