Annual Giving Overview
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- Jonah Chambers
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1 Annual Giving Overview
2 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.
3 Types of Solicitations Direct Mail Telefund Web Online Giving Sites Personal (face to face) Social Media
4 Annual Campaigns UNCG Annual Fund General Boards Annual Fund Unit Based Enrichment Fund Friends of the Library Annual Fund The Spartan Families Fund The Spartan Club Student Class Giving The Faculty and Staff Campaign The Advanced Degree Annual Fund Reunion Giving Annual Fund
5 Donor Groups Group L A B C D E F Definition Has given $1,000 or more in the last fiscal year Has giving $999 or less in the last fiscal year Has not given in 1-3 years Has not given in 3-5 years Has not given in 5-10 years Has not given in the last 10 years or ever First time donor during the last fiscal year
6 Solicitation Sequence Donor Group Solicitation 1 Solicitation 2 Solicitation 3 L Personal Visit Letter Phone Call A Letter Phone Call Letter/ B Letter Phone Call Letter/ C Letter Phone Call Letter/ D Phone Call E Phone Call F Letter Phone Call Letter/
7 Solicitation Calendar Month Boards Direct Mail Telefund Oct Board of Visitors CAS Advancement Council Unit Based & Bryan, SOE, SON & HHS Advanced Degree Graduate Thank You Families Annual Fund Advanced Degree Unit Based Reunion Giving Annual Fund ( 52, 57, 67) Spartan Young Alumni Nov Spartan Excellence Oral History Board Reunion Giving Annual Fund ( 62) Thank You Families Annual Fund Unit Based Advanced Degree Dec Trustees Women Veterans Minerva ( Eligible and Expiring) Unit Based Thank You Advanced Degree Families Annual Fund
8 Reporting and Evaluation Weekly Monthly Quarterly (Deans Progress Meetings) Yearly Planning Retreat ocampus Program Partners Invited oreview reports, cost analysis, and effectiveness Annual Operational Plan
9 Program Measurements Dollars/Revenue Donors Cost per $1 Raised Average Pledge and Gift Retention Rates New Donors Alumni and Annual Giving Participation Pledge, Completion, and Return Rates Contacts, Proposals, and New Business (ID)
10 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, % Unrestricted Special $ - $ 50,791 $ 50,791 $ 500 $ 29,780 $ 30,280 68% Other $ - $ 17,666 $ 17,666 $ - $ 25,799 $ 25,799-32% Web $ - $ 8,660 $ 8,660 $ - $ 2,960 $ 2, % 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% Restricted Special $ 34,440 $ 605,765 $ 640,205 $ 40,650 $ 730,339 $ 770,989-17% 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%
11 Median Change in Revenue % 4.9% 4.9% 4.9% 4.9% 3.0% -12.7% -14.8% -14.4% Private Public Overall
12 Donor Results Program Name (Donors) FY 11 Week 52 FY 10 Week 52 Donor Change Pledge Fulfilled Grand Total Pledge Fulfilled Grand Total % Change DM % Telefund % Unrestricted Special % Other % Web % Total , ,067-6% DM 91 1,921 2, ,700 1,735 16% Telefund 3,536 2,539 6,075 3,293 2,579 5,872 3% Restricted Special % Other 70 1,772 1, ,119 2,212-17% Web % 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%
13 Median Change in Donors % -1.9% -4.1% -2.6% -2.3% -2.5% -4.6% -0.8% -7.1% Private Public Overall
14 Donor Retention Retention of Donors $14,999 or less # of Donors Retained Retention Rate Fiscal Year Constituency* 2006 & 2007 All 4,141 48% 2006 & 2007 Alumni 3,395 56% 2007 & 2008 All 4,674 54% 2007 & 2008 Alumni 3,648 59% 2008 & 2009 All 4,228 60% 2008 & 2009 Alumni 3,305 66% 2009 & 2010 All 3,686 52% 2009 & 2010 Alumni 2,762 59% *All alumni counts include alumni spouses
15 Median Donor Retention Rates % 67% 67% 58% 56% 58% 63% 62% 62% Private Public Overall
16 New Donors # New Donors FY # New Donors FY # of Change % Increase %
17 Median Change in New Donors % 2.9% -0.4% -1.9% -4.7% -4.1% -6.6% -7.7% -12.1% Private Public Overall
18 Participation Rates Fiscal Year Annual Giving Undergraduate Alumni Graduate Alumni Overall Alumni Participation % 9.7% 6.6% 9.0% % 10.0% 8.7% 9.7% % 8.1% 6.2% 7.6% % 6.9% 5.9% 6.7% % 6.6% 6.6% 6.6%
19 Median Donor Participation Rates % 24% 20% 10% 9% 8% 16% 13% 12% Private Public Overall
20 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 /Web $68,145 $4,054 $0.06 Direct Mail $956,786 $68,773 $0.07 Special Gifts $1,053,004 $150,000 $0.14
21 Fiscal Year Dollar Comparison Fiscal Year Dollars $ Change % Change Unrestricted Restricted Grand Total FY $ 313,118 $ 581,815 $ 894,933 n/a n/a FY $ 254,590 $ 2,735,690 $ 2,990,280 $2,095, % FY $ 344,355 $ 3,393,442 $ 3,737,797 $747, % FY $ 316,600 $ 2,944,633 $ 3,261,233 -$476, % FY $ 146,087 $ 2,660,339 $ 2,806,426 -$454, % FY $ 150,261 $ 2,511,493 $ 2,661,754 -$144, % FY $ 170,844 $ 2,400,451 $ 2,571,295 -$90, % Grand Total $1,695,855 $17,227,863 $18,923,718
22 Fiscal Year Donor Comparison Fiscal Year Pledges and Gifts # Change % Change Unrestricted Restricted Grand Total FY ,643 n/a n/a FY ,931 10,338 15,269 6, % FY ,783 9,405 14,188-1, % FY ,648 9,819 14, % FY ,232 10,379 11,611-2, % FY ,067 10,489 11, % FY ,000 10,576 11, % Grand Total 17,661 61,006 67,091
23 Fiscal Year Average Gift Comparison Fiscal Year Total Dollars Total Donors Average Gift FY $ 894,933 8,643 $104 FY $ 2,990,280 15,269 $196 FY $ 3,737,797 14,188 $263 FY $ 3,261,233 14,467 $225 FY $ 2,806,426 11,611 $242 FY $ 2,661,754 11,556 $230 FY $ 2,571,295 11,576 $222
24 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.
25 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.
26 Terri S. Clark Annual Giving Programs & Special Gifts The University of North Carolina at Greensboro P.O. Box Greensboro, NC Phone: Cell:
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