AVC Welcome Breakfast Merritt Crowley Vice President, Advancement
What’s New in Advancement Record setting FY ’17 Implemented Life Cycle Engagement Strategy (over 45 events on and off campus) Department reorganizations to meet division goals and objectives Established Division-Wide goals and objectives
Goals and Objectives • Continue building a culture of philanthropy • Raise $15M in FY 18 for approved initiatives • Expand donor base through acquisition and retention to achieve 27% alumni giving in the Wheaton Fund • Elevate the quality and delivery of our story • Grow the pipeline of future donors and volunteer leaders • Establish Advancement Alumnae/i Engagement metrics • Develop regional engagement plans for our major markets • Expand stewardship for all donors with a renewed focus on principal gift donors and prospects • Increase institutional priority fundraising through CFR • Evaluate and integrate new and existing technology products to increase efficiencies
Regional Engagement Strategies 5 primary markets 4 secondary markets Metro Boston Florida Metro NY Georgia DC Midwest Portland, ME Texas California
Regional Engagement Strategy – Metro Boston Regional Major Gift Officer: Amy Dumont and Diane Kennedy Rated and assigned prospects: 350 3,780 alumni of record Regional Captain: Courtney Shurtleff Overall regional strategy: FY ’18: 2 -3 Parlor/MG Events with Provost White, 1 Recent Grad event (WTYC); 1 All call Regional event with Dennis; 4 Club events (Career based, Family Friendly, Winchester Club Event, TBD); 1 Boston Partners Event; 1 LAC Event. Allocated Time if any: Renee- October 18, November 8, January 11, April 19, June 7. Dennis- December 14 Boston Happy Hour; June 9 Pride Parade.
Sample calendar of engagement activities August 2017 4 Club Event (Wheaton at the Red Sox) Game starts 7:00 pm; Pre gathering 5:00 pm Cornwalls Fenway Park Lead: Patti Rezendes and Wheaton College Young Alumni of Boston Invitees: all alumni and current parents in the Greater Boston and S/E Mass area September 2017 28 Club event (Welcome to your City) 6:00 pm Lir on Boylston 903 Boylston Street Lead: Patti Rezendes and Wheaton College Young Alumni of Boston Invitees: Last 10 years in Boston/Southeast MA area
September 2017 (Cont’d) 29 A Day in the Boston Business World - 13 members of a Bus. and Mktg. class 8:30 am - evening MassChallenge (morning) Consulting firm mid-day/lunch hosted by a Wheaton parent Dana-Farber/Jimmy Fund/Partners Health - hosted by Susan Paresky ‘68 with multiple other Wheaton alums who work there. Tour of Fenway Park with Wheaton alum who works there Red Sox Game Lead: President Hanno with John Hirsch Invitees: Students in the Business class he teaches October 2017 18 Parlor Dinner Event with Provost Renee White 6-8 pm The Grill Room at the Algonquin Club 217 Commonwealth Avenue, Boston MA Lead: Amy Dumont Invitees: Top rated major gift prospects from 1960s-70s
November 2017 8 Jeffersonian Dinner Moderated by Provost Renee White 6:30 pm Chilton Club 152 Commonwealth Avenue Hosted by Henri Gates ’72 Invitees: select group of principal/major gift prospects 25 Potential gathering surrounding men’s basketball game at BU December 2017 14 Holiday Happy Hour with Hanno (club event) 6-8 pm St. Botolph Club 199 Commonwealth Avenue Hosted by Patti Rezendes and Greater Boston Wheaton Club Invitees: all alumni and current parents in the Greater Boston and S/E Mass area
January 2018 11 Evening with Provost Renee White Potential: Jeffersonian Dinner with 80s/90s, Wheaton Fund stewardship, Reunion program or individual visits TBD Evening with President Hanno Invitees: Wheaton Partners & Eliza Wheaton Circle members February 2018 10 Wachusett Ski Day With Dennis Hanno Wachusett Mountain 499 Mountain Rd, Princeton, MA 01541 Hosted by AR and the Outdoors House Invitees: TBD TBD Lyons Athletic Club Reception for former athletes with President Hanno Boston area bar/restaurant Hosted by alum tbd Lead: John Hirsch Invitees: All former athletes living in Boston metropolitan area
Wheaton Fund Strategies • Mary Lyon Leadership Society ($1,000+) – Rename giving levels – Young Leaders Circle • $50-999 Current Students • $100-999 Alumni 1 year out • $200-999 Alumni 2 years out • $300-999 Alumni 3 years out • $400-999 Alumni 4 years out • $500-999 Alumni 5 years out • $600-999 Alumni 6 years out • $700-999 Alumni 7 years out • $800-999 Alumni 8 years out • $900-999 Alumni 9 years out • 1834 Society – Consecutive giving society • Matching Gifts Database
Board of Trustee Updates ABD Updates
• Click to watch video
Creating Possibilities • $50M over three fiscal years (FY 18-FY 20) • Sustainable Wheaton Fund of $5M/year • Build engagement, sustainability, and a broad base of support • Transform academic spaces
Creating Possibilities • Build new residence hall and create lower quad • Make improvements to Admissions/Welcome Center and campus center • Support Faculty and Student Excellence
Crawl Walk Run Creating Possibilities New System for electronic mail Database update (Banner 9) Regional Strategies Advancement Communications team WF Goals WF Volunteer Tools Story Telling On-line Community Bhutan Trip Engagement Metrics
YOUR QUESTIONS
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