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Annual Fund Segmentation and Reporting

Annual Fund Segmentation and Reporting. Cam Stoufer, Senior Director, Annual and Special Gifts Andrea Elliott, Director of Development Communications and Marketing Office of Development and Alumni Relations. "My mom gives to a lot of organizations that send you plastic bracelets .".

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Annual Fund Segmentation and Reporting

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  1. Annual Fund Segmentation and Reporting Cam Stoufer, Senior Director, Annual and Special Gifts Andrea Elliott, Director of Development Communications and Marketing Office of Development and Alumni Relations

  2. "My mom gives to a lot of organizations that send you plastic bracelets."

  3. What defines donor behavior? • Linkage – Relationship • Interest – Affinity • Capacity – Ability to give

  4. Segmentsthat Make Sense • Renewal • Renewed Donor or LYBUNT “Last Year But Unfortunately Not This [Year}” • Lybunt– 1st year (gave first gift in last fiscal year) • Lybunt– 5 year-consecutive • (gave in last fiscal year and in the four preceding fiscal years) • Reactivation • Lapsed Donor or SYBUNT “Some Year But Unfortunately Not This [Year]” • Short lapsed – no gift in last fiscal year but gave in one of two previous fiscal years • Long lapsed – no gift last fiscal year but gave four fiscal years ago or more • Acquisition • Non-donor, Never Giver, Future Donor

  5. Appeals Strategy • Linkage/Relationship: • Alumni (undergraduate; graduate) • Alumni – by grad years: 2010’s, 2000’s, 1990’s, 1980’s, 1970’s and earlier • Parents – current/past • Friends • Students – undergraduate (year); graduate (year) • Faculty – current/retired (emerti) • Staff – current/retired • Interest/Affinity: • Major • Area of Study (research) • Extra-Curricular activity (design teams, clubs, student organizations, etc.)

  6. Appeals Strategy • Interest - Gift Designation: • College of Engineering Annual Fund • Other Engineering fund(s) • Other Institution fund(s) • Capacity - Giving Level: • Annual giving leadership level • Target or Upgrade level • Interest & Capacity - Data Modeling • Annual Giving Likelihood • Annual Giving Target Range

  7. AppealsStrategy • Source Type: • Phone • Mail • Email • Personal Solicitation • Social/Mobile • Event

  8. Metrics that Matter

  9. MULTI-CHANNEL Annual Giving Solication Schedule Newsletter / Email (x2) Newsletter Newsletter Newsletter / Email (x2) Newsletter Newsletter / Email (x2) Email (x2) Email (x2) Email (x2) Email (x2) Email (x2) Email (x5) / Holiday Card Email (x5) / Holiday Card Email (x5) / Holiday Card Email (x5) / Holiday Card Email (x5) / Holiday Card Email (x5) / Holiday Card Phone Phone Phone Phone Phone Phone Phone Phone Phone Phone Phone Phone Phone Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail Direct Mail

  10. Annual Fund Segmentation and Reporting Discussion

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