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Engaging Alumni and Building an
            Advancement Portal
               Kelley Jarrett and Dominic Taverniti
                      Internet Solutions Managers
                                    March 5, 2010
Engaging Alumni & Building an Advancement Portal




               Engaging Alumni In Today’s Economy


          Acquisition                                               Cultivation




Page #2                        Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #2
Engaging Alumni & Building an Advancement Portal



Why Should We Engage Alumni More Now Than Ever Before?

           Just under half of all alumni giving comes from individuals
           – Many schools and institutions get hung up on large gifts
           – Today’s $25 donor can become a major donor in the future
           In the past few years, alumni giving has dropped each year while
           overall giving has increased.
           – Losing alumni to competitive non profits
           – Young alumni trending to cause-based giving
           Young alumni have generally been less likely to give
           – Beginning their careers
           – Spending limited incomes on starting families, repaying student loans
             or graduate school.

                                                                    2008 Voluntary Support of Education Report, CAE
                                                                    Indiana University Center on Philanthropy
                                                                    Tactical Philanthropy Blog
 Page #3                                 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #3
Engaging Alumni & Building an Advancement Portal




          Younger alumni have never been a large share of the overall
          alumni giving population
          – Historically, in up economic times, this wasn’t as noticeable.
          – In today’s economy, young alumni need to be engaged early to
            increase overall share and get attention before distraction.
          Proximity encouraged alumni to stay involved
          – Alumni are now more likely than past generations to take jobs that
            are geographically far from alma mater
          Many schools lose relevance upon a student’s graduation.
          – New graduates have little interest in the alumni magazines that are a
            major way schools communicate with alumni
          – Younger alumni don’t respond well to direct mail solicitation
          The more alumni are engaged with their alma mater, the more
          they will donate their time, money and resources back to the
          school.                                                  2008 Voluntary Support of Education Report, CAE
                                                                   Indiana University Center on Philanthropy
                                                                   Tactical Philanthropy Blog
Page #4                                 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #4
Engaging Alumni & Building an Advancement Portal



          How Can We Better Engage Our Alumni?

          Analysis                                               Action




Page #5                     Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #5
Engaging Alumni & Building an Advancement Portal




   Analysis

          1.Audience Needs
            • Segmentation
            • Needs
            • Habits

          2.Strategic Goals
            •   Raise Money
            •   Increase Participation
            •   Increase communication
            •   Many young alumni don’t write checks, or own stamps – know your
                constituent groups




Page #6                                  Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #6
Engaging Alumni & Building an Advancement Portal




   Action


          1. Communicate
            •   Educate audiences
                –   Progress towards goals, online community initiatives
            •   Many alumni don’t understand why it’s important to donate
            •   Student loans do not = giving
            •   Marketing
                –   How, when, where and how often?
            •   Branding – consistency of look/feel and messaging




Page #7                                    Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #7
Engaging Alumni & Building an Advancement Portal




   Action


          2. Community Building
            •   Solve proximity issue – engage via online
                groups/networks
            • “Why wait four months for ‘class notes’ when you could
                simply check Facebook to see what a friend is up to?”
            • Microsite/alumni portal
             • Let your alumni do the work
                – Class Agents
                – Email and Page Sharing
                – Group Networking




Page #8                                    Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #8
Engaging Alumni & Building an Advancement Portal




   Action
          3. Ask
            • Many schools communicate with alumni as if writing a check is the
              normal way to give.
            • Many young alumni don’t write checks, or own stamps – know your
              constituent groups
            • Schools need to reevaluate what constitutes ‘giving.’
            • A recent graduate may not be able to afford an annual gift of $200, but
              they can become a mentor.
            • Focus on the impact of individual support
            • Schools rewarding only major giving may backfire
                – why should an alumnus give $50 when the local library or soup kitchen can point to an
                  immediate need (and no million-dollar donors)?
            • Clear call to action




Page #9                                       Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #9
Engaging Alumni & Building an Advancement Portal



 What Can You Do?
 1. Online/Offline worlds collide

 2. One voice, one line of communication, one central
    source of information

 3. Disparate Data = Not as Powerful

 4. Efficiency is King!




Page #10                      Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #10
Engaging Alumni & Building an Advancement Portal


       Segment your audience.
           – Encourage alumni to attend events and volunteer. Segment and
             personalize your online message.
           – You know the obvious segments (class year, geography, etc.), but you
             should also consider segmenting based on interests, participation level,
             event involvement, etc. to further engage with your alumni.
       Launch marketing efforts.
           – Generate excitement about your online community via multiple marketing
             channels including traditional methods such as email and direct mail as well
             as new mediums such as Facebook® and Twitter®.
           – Know how your audience responds to each medium so that you can begin
             to segment based on what’s successful with each group.
       Educate your audience.
           – Don’t assume your alumni know what an online community is, how to use
             an interactive website or where to find it.
           – Follow up with targeted emails outlining the benefits of joining the
             community (alumni virtual community, directories, social and career
             networking).

Page #11                                     Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #11
Engaging Alumni & Building an Advancement Portal



       Utilize targeted content.
           – In an in-person meeting, you discuss topics with personal relevance
           – Personalizing their online experience will help them feel more connected to
             your school, and it’s also proven to increase involvement.
       Analyze your web traffic.
           – Knowing where your alumni are spending time on your site allows you to
             message to them effectively.
           – make strategic decisions about how to communicate more efficiently and
             effectively with different alumni groups that you serve
       Solicit feedback.
           – Don’t assume you know what your constituents want.
           – Use polls, surveys, and preferences to really understand how to interact
             with all of your alumni community.
           – Combine these with what you already know and have learned about them in
             your offline efforts to develop personas, create like-minded groups and get
             more bang for your communication buck.


Page #12                                    Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #12
Engaging Alumni & Building an Advancement Portal


       Encourage participation.
           – You want your alumni to participate in every way – events, volunteer,
             mentorships, participation, etc.
           – Give users the ability to fundraise and share their own stories, comments
             and needs; allow other alumni to respond.
       Promote stewardship.
           – Share successes, ideas and thoughts to help communicate what you’re
             doing to further your mission. Doing this in a targeted, efficient way both
             online and off will help them understand all the wonderful and helpful things
             you’re doing for them and their alma mater daily.
       Stimulate the senses.
           – When in-person is simply not an option, consider using multimedia to
             enhance your site and make it visually appealing – videos, photos,
             podcasts, etc are a great way to share your school’s culture and make an
             online connection feel as close to in-person contact as possible.
       Keep content fresh.
           – A stale site results in less return visitors. Keep it simple and up to date
             with new content daily to encourage repeat visits.

Page #13                                      Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #13

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Engaging Alumni And Building An Advancement Portal

  • 1. Engaging Alumni and Building an Advancement Portal Kelley Jarrett and Dominic Taverniti Internet Solutions Managers March 5, 2010
  • 2. Engaging Alumni & Building an Advancement Portal Engaging Alumni In Today’s Economy Acquisition Cultivation Page #2 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #2
  • 3. Engaging Alumni & Building an Advancement Portal Why Should We Engage Alumni More Now Than Ever Before? Just under half of all alumni giving comes from individuals – Many schools and institutions get hung up on large gifts – Today’s $25 donor can become a major donor in the future In the past few years, alumni giving has dropped each year while overall giving has increased. – Losing alumni to competitive non profits – Young alumni trending to cause-based giving Young alumni have generally been less likely to give – Beginning their careers – Spending limited incomes on starting families, repaying student loans or graduate school. 2008 Voluntary Support of Education Report, CAE Indiana University Center on Philanthropy Tactical Philanthropy Blog Page #3 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #3
  • 4. Engaging Alumni & Building an Advancement Portal Younger alumni have never been a large share of the overall alumni giving population – Historically, in up economic times, this wasn’t as noticeable. – In today’s economy, young alumni need to be engaged early to increase overall share and get attention before distraction. Proximity encouraged alumni to stay involved – Alumni are now more likely than past generations to take jobs that are geographically far from alma mater Many schools lose relevance upon a student’s graduation. – New graduates have little interest in the alumni magazines that are a major way schools communicate with alumni – Younger alumni don’t respond well to direct mail solicitation The more alumni are engaged with their alma mater, the more they will donate their time, money and resources back to the school. 2008 Voluntary Support of Education Report, CAE Indiana University Center on Philanthropy Tactical Philanthropy Blog Page #4 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #4
  • 5. Engaging Alumni & Building an Advancement Portal How Can We Better Engage Our Alumni? Analysis Action Page #5 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #5
  • 6. Engaging Alumni & Building an Advancement Portal Analysis 1.Audience Needs • Segmentation • Needs • Habits 2.Strategic Goals • Raise Money • Increase Participation • Increase communication • Many young alumni don’t write checks, or own stamps – know your constituent groups Page #6 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #6
  • 7. Engaging Alumni & Building an Advancement Portal Action 1. Communicate • Educate audiences – Progress towards goals, online community initiatives • Many alumni don’t understand why it’s important to donate • Student loans do not = giving • Marketing – How, when, where and how often? • Branding – consistency of look/feel and messaging Page #7 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #7
  • 8. Engaging Alumni & Building an Advancement Portal Action 2. Community Building • Solve proximity issue – engage via online groups/networks • “Why wait four months for ‘class notes’ when you could simply check Facebook to see what a friend is up to?” • Microsite/alumni portal • Let your alumni do the work – Class Agents – Email and Page Sharing – Group Networking Page #8 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #8
  • 9. Engaging Alumni & Building an Advancement Portal Action 3. Ask • Many schools communicate with alumni as if writing a check is the normal way to give. • Many young alumni don’t write checks, or own stamps – know your constituent groups • Schools need to reevaluate what constitutes ‘giving.’ • A recent graduate may not be able to afford an annual gift of $200, but they can become a mentor. • Focus on the impact of individual support • Schools rewarding only major giving may backfire – why should an alumnus give $50 when the local library or soup kitchen can point to an immediate need (and no million-dollar donors)? • Clear call to action Page #9 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #9
  • 10. Engaging Alumni & Building an Advancement Portal What Can You Do? 1. Online/Offline worlds collide 2. One voice, one line of communication, one central source of information 3. Disparate Data = Not as Powerful 4. Efficiency is King! Page #10 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #10
  • 11. Engaging Alumni & Building an Advancement Portal Segment your audience. – Encourage alumni to attend events and volunteer. Segment and personalize your online message. – You know the obvious segments (class year, geography, etc.), but you should also consider segmenting based on interests, participation level, event involvement, etc. to further engage with your alumni. Launch marketing efforts. – Generate excitement about your online community via multiple marketing channels including traditional methods such as email and direct mail as well as new mediums such as Facebook® and Twitter®. – Know how your audience responds to each medium so that you can begin to segment based on what’s successful with each group. Educate your audience. – Don’t assume your alumni know what an online community is, how to use an interactive website or where to find it. – Follow up with targeted emails outlining the benefits of joining the community (alumni virtual community, directories, social and career networking). Page #11 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #11
  • 12. Engaging Alumni & Building an Advancement Portal Utilize targeted content. – In an in-person meeting, you discuss topics with personal relevance – Personalizing their online experience will help them feel more connected to your school, and it’s also proven to increase involvement. Analyze your web traffic. – Knowing where your alumni are spending time on your site allows you to message to them effectively. – make strategic decisions about how to communicate more efficiently and effectively with different alumni groups that you serve Solicit feedback. – Don’t assume you know what your constituents want. – Use polls, surveys, and preferences to really understand how to interact with all of your alumni community. – Combine these with what you already know and have learned about them in your offline efforts to develop personas, create like-minded groups and get more bang for your communication buck. Page #12 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #12
  • 13. Engaging Alumni & Building an Advancement Portal Encourage participation. – You want your alumni to participate in every way – events, volunteer, mentorships, participation, etc. – Give users the ability to fundraise and share their own stories, comments and needs; allow other alumni to respond. Promote stewardship. – Share successes, ideas and thoughts to help communicate what you’re doing to further your mission. Doing this in a targeted, efficient way both online and off will help them understand all the wonderful and helpful things you’re doing for them and their alma mater daily. Stimulate the senses. – When in-person is simply not an option, consider using multimedia to enhance your site and make it visually appealing – videos, photos, podcasts, etc are a great way to share your school’s culture and make an online connection feel as close to in-person contact as possible. Keep content fresh. – A stale site results in less return visitors. Keep it simple and up to date with new content daily to encourage repeat visits. Page #13 Blackbaud’s Conference for Nonprofits — Charleston | Kelley Jarrett and Dominic Taverniti | Page #13