Alumni Leaders Weekend Confidential October 18, 2019 Advancement - PowerPoint PPT Presentation

Alumni Leaders Weekend Confidential October 18, 2019

Advancement 101 Front of the House Back of the House Wheaton Fund Information Systems Alumni Relations Donor Stewardship Major Gifts Communications Planned Gifts Prospect Research Principal Gifts Prospect Management Corporate and Gift Processing Foundation Support Sponsored Research

College Advancement Merritt Crowley Vice President Christine Collier Admin Associate Corporate & Advancement Major Gifts & Advancement Wheaton Fund Alumni Relations Foundation Planned Giving Information Systems Communications Relations Jean McCutcheon Patricia DeMarco '81 Amy Laprey Will Gallaher Bill Walsh Courtney Shurtleff Director Director Director Director Director Director OPEN OPEN Emma Sullivan OPEN Amy Dumont Jane Murphy Assoc Director OPEN Senior Assoc Dir Coordinator Senior Development Senior Development Asst Dir Admin Asst Officer Officer Planned Giving Marci Taggart Asst Director Dawn Gula Michaela Burke Marco Barbone '09 Suzanne Gaspar Assoc Dir Randall Rosenthall Program Manager Senior Asst Dir Grant Writer/ Senior Development Dee Fransman Gold/Young Alums Coordinator Officer Gail Wybieracki Admin Asst Admin Asst Jamie McAndrews Jennifer Cotoia Admin Asst Catherine Arendt Admin Asst Suzan Greenup Debbie Salley P'01, Program Manager Senior Development P'04 Reunions Officer Gift Processor Patti Turcotte Senior Asst. Dir Ana Brenescoto '15 Susan Dyke Brienn Buchanan Assoc Dir Asst Gift Processor Admin Asst Portfolio Management Donna St. Onge Admin Asst Michael Rodriquez Patty Grundy Sr Systems Analyst Senior Asst Dir Student Fundraising Jeanne Poulin Senior Programmer Analyst Sabrina Maguire Coordinator Wendy Rosenthal Donor Retention Development Research Analyst Corrie Lefebvre Travis Roberts Senior Assoc Dir Prospect Management Leadership/Parent Analyst Giving

Wheaton By the Numbers – FY17 vs. FY19 FY17 FY19  Living Alumni of Record 19,000 19,700  Solicitable Alumni 13,000 15,400  Alumni Addresses on file 16,500 18,200  Alumni emails on file 10,000 10,600  Parent and Friend emails on file 5,400 5,200  All $100K+ rated prospects 2,300 4,300  Assigned $100K+ rated prospects 800 900 • Total Prospect Visits 280 473 • Total First Time Visits 183 140 4

Fundraising History – 5 years Wheaton College Total Philanthropy FY15 - FY19 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 FY15 FY16 FY17 FY18 FY19 Outright Gifts New Pledges Booked 5

Wheaton By the Numbers Wheaton College Cash FY10 to FY18 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Outright Gifts Pledge Payments Matched Gifts FY Cash Total

Wheaton By the Numbers • What do these numbers tell us? – Cash Flow for past and current financial models not robust enough to meet the “need” and change the game – GoBeyond Campaign (‘07 - ’14) = financial success, however, did not build sustainable base of support from which to move forward. Incremental progress being made; have not changed the game yet, however. – To sustain a baseline annual giving program of $5M and grow at 4% per year plus invest in our future initiatives and add to the endowment = enormous challenge – Strong philanthropy from Board of Trustees is critical to sustaining momentum and growing (including current, emerita, and lifetime)

Wheaton By the Numbers • Targets of opportunity – Greater renewal and upgrade rates for donors in the Wheaton Fund – Greater emphasis on multi year cash pledges for all priorities – Planned Giving expansion (CGA’s and documented bequests) – Building an incremental major gift pipeline through effective implementation of moves management system – Engagement opportunities yielding promising results (i.e right opportunities luring new alumni “back to Wheaton” = potential new donor acquisition) – Parents leadership council and support from parents • Lots of great progress and lots of work still to do

Areas of Concern/Caution • Sustainable rate of growth for the Wheaton Fund • Continued reliance on “top of the gift pyramid” for successful WF results (gifts of $50K-$100K) and undesignated realized bequests • Depth of Major and Principal Gift pipeline (low% of truly qualified prospects = both capacity AND inclination) • Continued decreases in non-personnel operating budget (-14% in past four years) • Retaining qualified staff

Promising Fundraising Highlights from FY 18 and FY 19 • Momentum for Creating Possibility - $35.6 M in two year – positioned to reach the $50M goal at then end of (FY 20) • $5M Wheaton Fund goal achieved in FY 19 – an all-time high • 4,038 donors to the WF – 5 year high • Alumni participation – up each year over the all time low of 22%; parent donors increased by 19% • Developed and successfully instituted affinity scoring system on our entire rated prospect pool

Promising Engagement Highlights from FY 18 and FY 19 • Created robust event strategies with over 60 events that engaged 400 more alumni in FY 18 vs FY 17 and the trend continues • Met our overall goal of engaging 23% of our alumni population in FY 19 • Rolled out Senior Cord program - invites seniors to participate in a number of activities that underscore their connection to Wheaton. Seniors have to participate in 4 of 8 events or programs to get a royal and white graduation cord. • Thank-A-Thon – during 3 days at the end of April we gave students the opportunity to sign thank you postcards for all alumni volunteers, staff and faculty. Over 1,000 cards signed by students! • Senior class gift committee leadership identified a full year in advance; more informed student volunteers

Advancement Goals and Objectives FY 20 • Raise a minimum of $16.2M for approved initiatives (to complete Creating Possibility - $50M over three years) • Continue to expand donor base through acquisition and retention in order secure 4,175+ total donors • Increase alumni engagement by an additional 2% (from 23% to 25%) • Further refine programs to increase volunteer fundraising activity (ex. Parent’s Leadership Council) • Continue to improve our cornerstone campus events and introduce 2 new signature events on or off campus (ex. Leaders reception in Boston 9/24)

Advancement Goals and Objectives FY 20 • Execute our automated moves management and leverage it in order to incrementally grow a sustainable major and principal gift pipeline • Continue to enhance and diversify our stewardship of donors and volunteers • Implement a culture of data integrity and consistent standardization • Continue efforts to education and build a culture of philanthropy on campus (students, faculty, staff)

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