UNIVERSITY ADVANCEMENT CAMPAIGN READINESS Strategic Planning - - PowerPoint PPT Presentation

UNIVERSITY ADVANCEMENT CAMPAIGN READINESS

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Strategic Planning Implications

• UNCG is an operation emerging into maturity – able to sustain growth and

with support across gift sizes.

• Individual gifts are driving success, especially gifts $50k-$250k.
• In the Campaign, UNCG was building donors until ’09.
• UNCG’s Productivity is commensurate with investments made.
• Opportunities exist in:
• Building smaller and larger gifts from Individuals.
• Arresting the decline in small gift donors.
• Building Alumni donors.
• Building the Corporate and Foundation gift base.

The Productivity metric and peer benchmarking can assist in quantifying growth opportunities. The Investment and Return metrics can be used to assist in forecasting needed to realize growth.

Planning Implications.

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Summary of Investment Findings

• Investment in Development provides a return that accelerates after

reaching a “critical mass”.

• There is not yet a “diminishing return”. Hypothesis - expanding market.
• Investment in Front Line Fundraisers correlates with productivity
• Investment in Support of those Fundraises also correlates with

productivity

• Some of the most productive operations have also made the highest

investment in Communications and Alumni Relations. Most productive operations are balanced in their investment in the front line, support of those fund raisers and Alumni Relations. It is likely that investment in Communications also will correlate with productivity as that function matures.

Summary of Investment Study findings.

STUDENTS FIRST CAMPAIGN

July 1, 2004 – June 30, 2009 Results and Analysis for The University of North Carolina at Greensboro

Staff Activity ‐ Campaign Comparison

SFC SCC campus visits 2,930 423

• ff campus visits

9,627 2,286 total 12,557 2,709 unique # individuals visited during campaign 4,005 1,348 # fundraising staff 25 * 11 **

* 1 VC, 2 AVCs, 2 Corp/Fdn, 2 PG, 2 Spartan, 13 MGOs, 2 AF, 1 Reunion ** 1 VC, 1 AVC, 1 Corp/Fdn, 1 PG, 1 Spartan, 5 MGOs, 1 Reunion

Staff Solicitation Activity

• Recorded 1,502 staff solicitations
• 755 of the 1,502 resulted in a gift (50%)
• Cumulative asks of $190.7 million

resulted in $47.9 million in gifts (received 25% of ask total)

• Tracked another 459 gifts in prospect

management database with total value of $25.2 million

Prospect Pool Growth

3822 1031 355 305 106 72 55 9 4604 3038 1854 1283 433 141 122 47 1000 2000 3000 4000 5000 $10K‐$24K $25K‐$49K $50K‐$99K $100K‐$249K $250K‐$499K $500K ‐$999K $1M ‐ $4.9M $5M +

# Individual Prospects By Rating

Year 2010 Year 2000

Year 2000 = 5,755 prospects & cumulative rating capacity = $286.9 million Year 2010 = 11,522 prospects & cumulative rating capacity = $878.7 million (excluding remote interest = 8,344 prospects & capacity = $641.2 million )

Years of Giving Analysis – Prospect Pool

3124 3034 1425 1004 912 798 560 425 353 292 500 1000 1500 2000 2500 3000 3500 years 1 ‐ 5 6 ‐ 10 11 ‐ 15 16 ‐ 20 21 ‐ 25 26 ‐ 30 31 ‐ 35 36 ‐ 40 41 +

all 10K+ prospects

Prospects comprised of 11,522 individuals and 405 corporations, foundations &

• rganizations

Donors by Gift Range

gift range # donors <$10K 20,662 $10K‐ $24K 301 $25K ‐ $99K 314 $100K ‐ $249K 99 $250K ‐ $499K 57 $500K ‐ $999K 28 $1M+ 23 21,484 $6.8M $4.3M $13.1M $14.4M $18.6M $17.4M $40.4M $0 $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 $45,000,000 <$10K $10K ‐ $24K $25K ‐ $99K $100K ‐ $249K $250K ‐ $499K $500k ‐ $999K $1M+

521 $25K+ donors gave 90% of the total

Students First Campaign Impact

• 169 program funds
• 19 professorships
• 51 graduate scholarships
• 259 undergraduate scholarships

Gift Pyramid for $200 Million Campaign

Gift Range # Gifts required # Prospects required # Currently Rated Individuals excluding Remote Interest # Currently Rated Individuals including Remote Interest Subtotal Cumulative total Cumulative percentage $20,000,000 1 4 $20,000,000 $20,000,000 10% $10,000,000 2 8 $20,000,000 $40,000,000 20% $5,000,000 5 20 33 47 $25,000,000 $65,000,000 33% $2,000,000 10 40 $20,000,000 $85,000,000 43% $1,000,000 20 80 103 122 $20,000,000 $105,000,000 53% $500,000 40 160 102 141 $20,000,000 $125,000,000 63% $250,000 60 240 298 433 $15,000,000 $140,000,000 70% $100,000 100 400 917 1,283 $10,000,000 $150,000,000 75% $50,000 200 800 1,347 1,854 $10,000,000 $160,000,000 80% $25,000 600 2,400 2,225 3,038 $15,000,000 $175,000,000 88% $10,000 846 3,384 3,309 4,604 $8,460,000 $183,460,000 92% under $10,000 many many $16,540,000 $200,000,000 100% Totals 1,884 7,536 8,334 11,522 $200,000,000

Office of Development

University Advancement

University Relations

FUNDRAISING STAFF COMPARISONS

NUMBER OF STAFF BY DEPARTMENT INSTITUTION DEVELOPMENT DEVELOPMENT ANNUAL FUND ADVANCEMENT SERVICES ATHLETICS TOTAL Fundraisers Support Staff Fundraisers UNC SYSTEM UNCG 22 11 6 6 1 46 APPALACHIAN STATE 13 8 3 11 5 40 UNC CHARLOTTE 13 6 1 6 4 30 EAST CAROLINA UNIV. 22 11 3 5 5 46 PEER INSTITUTIONS WILLIAM AND MARY 45 42 17 18 5 127 OHIO UNIVERSITY 22 14 5 6 2 49 UNIVERSITY OF ALABAMA 22 13 2 15 2 54 Mitigating Variables: Medical School, Law School, Mature Athletic Programs Recent Staff Budget Cuts Capital Campaign Status University Wide Funding Priorities