Annual Giving Overview Annual Fund vs. Giving Annual Fund is an - PowerPoint PPT Presentation

Annual Giving Overview

Annual Fund vs. Giving • Annual Fund – is an annual fundraising campaign that uses volunteer solicitors, as well as technical systems to raise unrestricted contributions. • Annual Giving – is a year round effort to raise renewable funds from individuals and groups, for unrestricted and restricted purposes using a variety of solicitation methods and techniques.

Types of Solicitations • Direct Mail • Telefund • Email • Web – Online Giving Sites • Personal (face to face) • Social Media

Annual Campaigns • UNCG Annual Fund • The Spartan Club • General Boards • Student Class Giving Annual Fund • The Faculty and Staff • Unit Based Enrichment Campaign Fund • The Advanced Degree • Friends of the Library Annual Fund Annual Fund • Reunion Giving • The Spartan Families Annual Fund Fund

Donor Groups Group Definition L Has given $1,000 or more in the last fiscal year A Has giving $999 or less in the last fiscal year B Has not given in 1-3 years C Has not given in 3-5 years D Has not given in 5-10 years E Has not given in the last 10 years or ever F First time donor during the last fiscal year

Solicitation Sequence Donor Group Solicitation 1 Solicitation 2 Solicitation 3 L Personal Visit Letter Phone Call A Letter Phone Call Letter/Email B Letter Phone Call Letter/Email C Letter Phone Call Letter/Email D Phone Call Email E Phone Call Email F Letter Phone Call Letter/Email

Solicitation Calendar Month Boards Direct Mail Telefund Email Thank You Board of Unit Based – & Bryan, SOE, Families Annual Oct- Visitors SON & HHS Fund Spartan Young 2011 Advanced Degree Alumni CAS Advanced Degree – Unit Based Advancement Graduate Reunion Giving Annual Fund Council (‘52,’57,’67 ) Spartan Reunion Giving Thank You Nov- Excellence Annual Fund (‘62 ) Families Annual 2011 Fund Oral History Unit Based Board Advanced Degree Women Veterans Unit Based Families Dec- Trustees Thank You Annual Fund Minerva 2011 Advanced Degree ( Eligible and Expiring)

Reporting and Evaluation • Weekly • Monthly • Quarterly (Deans Progress Meetings) • Yearly Planning Retreat o Campus Program Partners Invited o Review reports, cost analysis, and effectiveness • Annual Operational Plan

Program Measurements • Dollars/Revenue • New Donors • Donors • Alumni and Annual Giving Participation • Cost per $1 Raised • Pledge, Completion, • Average Pledge and and Return Rates Gift • Contacts, Proposals, • Retention Rates and New Business (ID)

2010-11 Revenue Results Program Name (Dollars) FY 11 Week 52 FY 10 Week 52 % Change Pledge $ Fulfilled $ Grand Total Pledge $ Fulfilled $ Grand Total DM $ 411 $ 65,930 $ 66,341 $ 215 $ 79,078 $ 79,293 -16% Telefund $ 3,701 $ 23,686 $ 27,387 $ 1,060 $ 10,869 $ 11,929 130% Special $ - $ 50,791 $ 50,791 $ 500 $ 29,780 $ 30,280 68% Unrestricted Other $ - $ 17,666 $ 17,666 $ - $ 25,799 $ 25,799 -32% Web $ - $ 8,660 $ 8,660 $ - $ 2,960 $ 2,960 193% Total $4,112 $166,732 $170,844 $ 1,775 $ 148,486 $ 150,261 14% DM $ 41,542 $ 365,876 $ 407,417 $ 6,982 $ 227,474 $ 234,456 74% Telefund $ 118,625 $ 191,197 $ 309,821 $ 86,904 $ 192,783 $ 279,687 11% Special $ 34,440 $ 605,765 $ 640,205 $ 40,650 $ 730,339 $ 770,989 -17% Restricted Other $ 50,723 $ 935,060 $ 985,783 $ 81,743 $ 1,099,399 $ 1,181,142 -17% Web $ 100 $ 57,124 $ 57,224 $ 4,251 $ 40,968 $ 45,219 27% Total $245,430 $2,155,021 $2,400,451 $220,530 $2,290,963 $2,511,493 -4% Totals $249,542 $2,321,753 $2,571,295 $222,305 $2,439,449 $2,661,754 -3%

Median Change in Revenue 2008 2009 2010 6.9% 4.9% 4.9% 4.9% 4.9% 3.0% -12.7% -14.4% -14.8% Private Public Overall

2010-11 Donor Results Program Name Donor FY 11 Week 52 FY 10 Week 52 (Donors) Change Pledge Fulfilled Grand Total Pledge Fulfilled Grand Total % Change DM 4 648 652 -43% 7 366 373 Telefund 240 251 116 141 257 91% 491 Special 1 76 2 94 96 -20% 77 Unrestricted Other 0 23 0 27 27 -15% 23 Web 0 36 0 35 35 3% 36 Total 248 752 1,000 122 945 1,067 -6% DM 91 1,921 35 1,700 1,735 16% 2,012 Telefund 3,536 2,539 3,293 2,579 5,872 3% 6,075 Special 11 470 17 507 524 -8% 481 Restricted Other 70 1,772 93 2,119 2,212 -17% 1,842 Web 2 164 1 145 146 14% 166 Total 3,710 6,866 10,576 3,439 7,050 10,489 1% Totals 3,958 7,618 11,576 3,561 7,995 11,556 0%

Median Change in Donors 2008 2009 2010 0.1% -0.8% -1.9% -2.3% -2.5% -2.6% -4.1% -4.6% -7.1% Private Public Overall

Donor Retention Retention of Donors $14,999 or less # of Donors Retention Retained Rate Fiscal Year Constituency* All 4,141 48% 2006 & 2007 Alumni 3,395 56% 2006 & 2007 All 4,674 54% 2007 & 2008 Alumni 3,648 59% 2007 & 2008 All 4,228 60% 2008 & 2009 Alumni 3,305 66% 2008 & 2009 All 3,686 52% 2009 & 2010 2009 & 2010 Alumni 2,762 59% *Alumni counts may include alumni spouses

Median Donor Retention Rates 2008 2009 2010 68% 67% 67% 63% 62% 62% 58% 58% 56% Private Public Overall

New Donors # New # New Donors Donors # of FY 10-11 FY 09-10 Change % Increase 1699 1392 307 18.07%

Median Change in New Donors 2008 2009 2010 2.9% 2.0% -0.4% -1.9% -4.1% -4.7% -6.6% -7.7% -12.1% Private Public Overall

Alumni Participation Rates Undergraduate VSE Alumni Fiscal Year Alumni Participation 6.7% 2006-2007 9.7% 6.6% 2007-2008 10.0% 5.1% 2008-2009 8.1% 4.6% 2009-2010 6.9% 4.3% 2010-2011 6.6%

Median Donor Participation Rates 2008 2009 2010 24% 21% 20% 16% 13% 12% 10% 9% 8% Private Public Overall

Cost Analysis Dollars Raised Total Cost Cost per $1 Raised Overall Program $2,571,295 $331,931 $0.13 Fundraising Method Dollars Raised Cost Cost per $1 Raised Total $ Raised Total Cost Cost per $1 Raised Telefund $493,361 $103,863 $0.21 Overall Program $2,571,295 $331,931 $0.13 Email/Web $68,145 $4,054 $0.06 Direct Mail $956,786 $68,773 $0.07 Special Gifts $1,053,004 $150,000 $0.14

Fiscal Year Total Dollar Comparison % Fiscal Year Dollars $ Change Chang e Unrestricted Restricted Grand Total FY 2004-05 $313,118 $581,815 $894,933 n/a n/a FY 2005-06 $254,590 $2,735,690 $2,990,280 $2,095,347 234% FY 2006-07 $322,795 $2,703,406 $3,026,201 $35,921 1% FY 2007-08 $316,600 $2,944,633 $3,261,234 $235,033 -13% FY 2008-09 $146,087 $2,660,339 $2,806,426 ($454,808) -14% FY 2009-10 $150,261 $2,511,493 $2,661,754 ($144,672) -5% FY 2010-11 $170,844 $2,400,451 $2,571,295 ($90,459) -3% Grand Total $1,695,855 $17,227,863 $18,923,718

Fiscal Year Gift Comparison Fiscal Year Pledges and Gifts # Change % Change Unrestricted Restricted Grand Total FY 2004-05 - - 8,643 n/a n/a FY 2005-06 4,931 10,338 15,269 6,626 76.66% FY 2006-07 4,783 9,405 14,188 -1,081 -7.08% FY 2007-08 4,648 9,819 14,467 279 1.97% FY 2008-09 1,232 10,379 11,611 -2,856 -19.74% FY 2009-10 1,067 10,489 11,556 -55 -0.47% FY 2010-11 1,000 10,576 11,576 20 0.17% Grand Total 17,661 61,006 67,091

Fiscal Year Average Gift Comparison Fiscal Year Total Dollars Total Donors Average Gift FY 2004-05 $894,933 8,643 $104 FY 2005-06 $2,990,280 15,269 $196 FY 2006-07 $3,026,201 14,188 $213 FY 2007-08 $3,261,234 14,467 $225 FY 2008-09 $2,806,426 11,611 $242 FY 2009-10 $2,661,754 11,556 $230 FY 2010-11 $2,571,295 11,576 $222

2011-12 Goals & Objectives 1. Maintain the annual giving participation rate of 20%. 2. Secure $2.6 million in annual gifts. 3. Complete special gifts asks with specific goals of 10 proposals for the Director and 18 each for the Associate Directors. 4. Maintain the face to face contact goals of 120 for the Director and 180 for the Associate Directors. Increase identification calls as part of the special gifts team. 5. Partner with Alumni Relations to build a strong solicitation program for young alumni and student philanthropy.

2011-12 Goals & Objectives 6. Work with University Relations and Alumni Relations to enhance social media in communication and solicitations. 7. Continue the General Board solicitation process. 8. Analyze and evaluate all University-wide imperatives and how they can be addressed within Annual Giving Programs. 9. Continue to work with Advancement Services to enhance coding and reporting functions and garner multiyear pledge renewals through an automatic system with focus on faculty and staff. 10. Partner with the Director of Donor Stewardship to manage and steward recognition societies.

Terri S. Clark Annual Giving Programs & Special Gifts The University of North Carolina at Greensboro P.O. Box 26170 Greensboro, NC 27402-6170 Phone: 336.334.5984 Cell: 336.253.2105