Transcript Annual Giving Update

Welcome to the 2012 Volunteers’
Conference
Strength in Numbers; Unified in Mission
February 24-25, 2012
A Spirit of Collaboration
Dennis Bergvall
CEO, The Citadel Foundation
VP Institutional Advancement, The Citadel
Mike Rogers
Director, Alumni Affairs
Citadel Advancement Model
PRESIDENT
VPIA
Alumni Affairs
TCF
Development
Athletic
Development
&
Brigadier
Citadel Advancement
Senior Advancement Team
VPIA
Dennis Bergvall
Alumni Affairs
TCF-CEO
Athletics
Mike Rogers
Dennis
Bergvall
Mike
Capaccio
VP
Donor Relations
Frances Bramlett
VP CDO
Development
VP CFO
Gary Hassen
Tom Walker
Alumni Advancement Initiatives
• Track alumni engagement
• Pursue alumni club development
• Partner with the development organizations to
deliver their message
• Focus development activity for lead generation
Athletic Development
• Combine efforts with TCBF
• Coordinate development of “mutual” prospects
• All for one and one for all
Core Development Organization
VP of
Development
Assistant
K. McAnulty
Director
Director
Prospect Mgmt &
Research
Corps & Foundation
Relations
Libby Davis
Gary Hassen
C. Hanhauser
Director
Major Gifts &
Bus. Asst. Dean
Rob Stephenson
Director of
Research
Grant
Coordinator
Lisa Ukuku
L. Lipscomb
Laura Faulders
Asst. VP
Principal &
Planned Gifts
Bill Yaeger
Brittany Meyers
Engineering
Asst. Dean
CRC
Devt. Officer
Development
Assistant
Asst. Director
Annual Giving
Amy Brennan
Elliott Cooper
Rhonda Paul
Lori Tuttle
Education
Asst. Dean
CRC
Devt. Officer
Asst. Director
Annual Giving
Krystal Oliveira
Molly Waring
Elizabeth Wyatt
Humanities &
Social Sciences
Asst. Dean
R. Breeland
CRC
Coordinator
Gift Officer
Annual Giving
Jenny Perry
Vacant
Science & Math
Asst. Dean
Vacant/not filling
at this time
Director
CRC
Director
Annual Giving
Annual Giving
Coordinator
Ryan Kasyan
Welcome to the 2012 Volunteers’
Conference
Strength in Numbers; Unified in Mission
February 24-25, 2012
Questions From The Field
1. What questions do you hear from your classmates
that are hard for you to answer?
2. What objections to giving do you hear that we may
be able to help you overcome?
3. What have you found to be your best practices?
Would you share one or two of them with the
group?
“Like” TCF on Facebook
Annual Giving Update
Brittany Meyers
Director of Annual Giving
A Glance at 2011
• The Citadel Fund• Raised $1.4 million for the unrestricted needs of the college
• Alumni participation- 30.25%
• Class Chairmen Letters• Spring Letters- $226K
• Of which $145K went to The Citadel Fund
• Fall letters- $333K
• Of which $226K went to The Citadel Fund
Reaching $1.4MM in 2012
• Participation Strategies• Young Alumni Council
• Joint effort between TCF and CAA (12 members)
•
Member Responsibilities
•
Participate in Quarterly Calls and CAA Meetings
•
CAA Member in Good Standing
•
Host Local Events
•
Make Annual Gift to TCF
•
Encourage Young Alumni to Give
• Engages more recent graduates and to increases participation
• 2010- 8.6% participation
• 2011- 10.9% participation
• Young Alumni Challenge- Participation Focus
•CofC in 2011/12
•VMI in 2012/13
Reaching $1.4MM in 2012
• Participation Strategies• Barracks Program
•
Talent Show Sponsorship
• Allows direct access to the Corps
• Restores an event the Corps enjoys
• Encourages Cadet Philanthropy via Donation at the Door
•
Cadet Leaders in Philanthropy
• Recognition for 4 consecutive years of giving
• Allows cadets to meet major donors
• Senior Class Gift Program
Reaching $1.4MM in 2012
Revenue Strategies• Stronger Appeals- Goal $400K
• More targeted prospect segmentation
• Tracking of lapsed donors
• Online & Video Messaging- http://youtu.be/e-a4Xa7I7Xw
• 11 Videos and over 200 targeted email blasts
• Faculty & Staff Campaign- Goal-$130K, 75% Faculty, 50% Staff
•2010 to 2011•
Staff giving rose from 15% to 32%
•
Faculty giving rose from 17% to 65%
•
Total raised: $112, 788
• Class Chairmen Program- Goal $600K
• Cadet Calling Center- Goal $280K
How to Succeed in 2012
• Class Letters
• Commit to writing 2 letters in 2012
• Timely, in coordination with Elizabeth’s schedule
• Spring letter due March 26th
• Thorough and informative
• Make your annual gift first
• “Will you join me in making a gift in 2012?”
• Assist with Address and Email Updates
• Contact Elizabeth or Ryan
• Utilize Our Interactive Website~ Foundation.citadel.edu
• Utilize Ryan’s expertise as a resource for training
• Set Annual Goals
• The annual giving team will meet with all Chairmen in person or via
phone call to set realistic and motivating goals this spring
Questions?
As always, thank you for all you do!