50
2B OV M E E T I N G • S eptember 20 1 7
Campaign Goals
Strengthen alumni
engagementAchieve 40 percent
alumni participation
Raise
$1 billion
3B OV M E E T I N G • S eptember 20 1 7
Strengthen alumni
engagement
4B OV M E E T I N G • S eptember 20 1 7
Joe Plumeri ’66, D.P.S. ’11, Honorary Chair
Mark ’84 and Janice Linaugh, W&M Weekend Chairs
6B OV M E E T I N G • S eptember 20 1 7
7B OV M E E T I N G • S eptember 20 1 7
MBA 50th Anniversary
9B OV M E E T I N G • S eptember 20 1 7
Admission Network
GOAL: To engage alumni and parents in W&M recruitment efforts through
enhanced outreach to prospective students and families.
• 112 confirmed volunteers, including alumni and parents
• 85+ schools; busy schedule of school visits and college fairs
• Conducted trainings in spring with additional trainings scheduled for fall
• Reach extends to Atlanta, Los Angeles, San Francisco, San Diego,
Seattle, Denver, Houston, Dallas, Chicago, Cincinnati and NYC Metro
10B OV M E E T I N G • S eptember 20 1 7
Alumni Admission Weekend
• Designed for rising high school juniors and seniors of William & Mary
alumni
• 243 attendees, 77 stayed on campus in Hardy Hall
• NPS score of 80
• Presentations led by experts in the field about the college admission
process
11B OV M E E T I N G • S eptember 20 1 7
HWA 25th Anniversary
12B OV M E E T I N G • S eptember 20 1 7
A LUM N I M A G A ZIN E • FA LL 2 0 1 7
5 0 TH AN N IV ERSARY O F
RESIDEN TAL AFRICAN -
AM ERICAN STUDEN TS
I ’D LIKE TO BU Y TH E
TRIBE A CO KE
EX CEPTIO N AL EDUCA TO RS
Covers_FALL17.indd 1 8/28/17 5:53 PM
50th Anniversary Commemoration of the First African-American Residential Students
13B OV M E E T I N G • S eptember 20 1 7
15B OV M E E T I N G • S eptember 20 1 7
Homecoming 2017
FRIDAY
• Scholarships Luncheon
• Homecoming Parade
SATURDAY
• Homecoming Tailgate
• Reunion Receptions
SUNDAY
• Jazz in the Garden
• Sunset Ceremony
• Virginia Uncorked
• Saturday Night Bash
16B OV M E E T I N G • S eptember 20 1 7
Homecoming 2017
• Alumni Band Organization (Annual Meeting and Pre-game Gathering)
• Association of 1775 (W&M Military & Veterans Mess Hall Breakfast)
• GALA (LGBTQ Alumni Reception)
• Hulon Willis Association (Annual Meeting and Black Alumni Reception)
• LatinX (Alumni Reception)
• Olde Guarde (Luncheon and Post-Game Tailgate)
• Order of the White Jacket (Annual Meeting and Reception)
• Women & Philanthropy (Meeting)
• Young Guarde (Reunion Celebration)
AFFINITY GROUP GATHERINGS
17B OV M E E T I N G • S eptember 20 1 7
Achieve 40%
alumni participation
Participation slide similar to one above on $ raised29.9%Undergraduate Alumni Participation for FY17
19B OV M E E T I N G • S eptember 20 1 7
William & Mary Alumni Participation
Start of the campaign 37%
34%
29.9%
28.7%
27.1%
24.9%
23.9%23.6%23.9%
23.4%
22.4%21.9%
24%
26%
29%
28%
40%
20B OV M E E T I N G • S eptember 20 1 7
0
10
20
30
40
50
60
70
Ivy League
Private
Public Ivy
2018 U.S. News and World ReportTOP 35 UNIVERSITIES BY ALUMNI GIVING RATE
201220182020
21B OV M E E T I N G • S eptember 20 1 7
Why Does Participation Matter?
• Enhanced alumni engagement
• National rankings
• Pride in alma mater
• Investment in future campaigns
• Tackling changing generational giving habits
• Support for the operating budget
22B OV M E E T I N G • S eptember 20 1 7
The weight in the USNWR formula does not equal the maximum number of
points a school can score in that category.
EXAMPLE:
Alumni giving is 5% of the USNWR formula, but a school could earn more
than 5 points based on its alumni giving rate in comparison to all other
national universities.
W&M Alumni Giving in USNWR
23B OV M E E T I N G • S eptember 20 1 7
5.0%
9.4%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
USNWR Formula W&M's Score
W&M Alumni Giving in U.S. News
• For W&M, our alumni giving rate
accounts for nearly 10% of our
overall score.
• W&M’s alumni giving currently falls
at the 94th percentile of all national
universities.
• At 40%, W&M’s alumni giving
would rank at the 99th percentile.
ALUMNI GIVING IN USNWR
24B OV M E E T I N G • S eptember 20 1 7
Our Directional Compass
W&M ADOPTS 40%
2014 five-year giving report showed 43.7% of undergraduate alumni gave
• Produced a retention & reactivation approach
Two populations were identified as highest opportunities
• Young alumni
• Reunion donors
Establishment of the Volunteer Engagement team
• Class Ambassadors
• Student philanthropy & recent graduate engagement
25B OV M E E T I N G • S eptember 20 1 7
Class Ambassador Academy
• 25 Young Guarde Class Ambassadors
contacted over 1000 alumni
• Received 190 gifts
• Class of 2016 brought in the most gifts and
won the Class Ambassador Cup
• Paul Hickman ’10 brought in the most gifts
with 17 gifts in one day
JUNE 2017
26B OV M E E T I N G • S eptember 20 1 7
The VIMS 'Save Our Bay Scallops' Tribefunding campaign raised more than $20,000 to purchase and then
seed thousands of juvenile bay scallops into the seaside bays of Virginia’s Eastern Shore with the goal of
giving this species, locally extinct since the 1930s, its best chance for revival.
N O V E M B E R - D E C E M B E R & A P R I L - M A Y
27B OV M E E T I N G • S eptember 20 1 7
SUA & Student Philanthropy
28B OV M E E T I N G • S eptember 20 1 7
Student Philanthropy by PercentageAS OF JUNE 30, 2017
73.8%
17.0%18.7%
14.3%
72.0%
24.4% 23.5% 24.3%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Seniors (’17) Juniors (’18) Sophomores (’19) Freshmen (’20)
FY16
FY17
29B OV M E E T I N G • S eptember 20 1 7
The Impact of Participation
12,71411,888 11,686
12,05212,906
13,823 13,88414,356
15,141
16,805
18,258
19,273
0
4,000
8,000
12,000
16,000
20,000
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Start of For the Bold
40% focus begins
UN
DE
RG
RA
DU
AT
E
AL
UM
NI
DO
NO
RS
30B OV M E E T I N G • S eptember 20 1 7
Growth in Consecutive Giving
0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000
5+ Yrs
3/4 Yrs
2 Yrs
FY13 FY14 FY15 FY16 FY17
31B OV M E E T I N G • S eptember 20 1 7
W&M Outperforms in Retention
62%
64%
66%
68%
70%
72%
74%
2012 2013 2014 2015 2016 2017
32B OV M E E T I N G • S eptember 20 1 7
W&M Outperforms in Student Retention
0%
10%
20%
30%
40%
50%
60%
70%
80%
2012 2013 2014 2015 2016 2017
33B OV M E E T I N G • S eptember 20 1 7
The Road Ahead to 40%
23.6%23.9%
24.9%
27%
30%
32%
35%
38%
40%
20%
24%
28%
32%
36%
40%
2012 2013 2014 2015 2016 2017 2018 2019 2020
ProForma
Actual
FY18 Goal
34B OV M E E T I N G • S eptember 20 1 7
This Year
FOCUSED ON 34%
Continued Focus
•Stewardship, recognition and celebration
•Student philanthropy and young alumni engagement
•Further increase already national leading retention rates
35B OV M E E T I N G • S eptember 20 1 7
One Tribe One Day | April 10
36B OV M E E T I N G • S eptember 20 1 7
The Last Two Years
GETTING FROM 34% TO 40%
2018-2019
• Alumnae Initiatives
• 100th Anniversary of Women
• Society of 1918 Planning
• Donor-funded challenges
2019-2020 (final year of campaign)
• Capitalize on affinity & pride
• Affinity focus and recognition
• Class focus and recognition
• Geographic focus and recognition
37B OV M E E T I N G • S eptember 20 1 7
$104.3M $104.2M$105.8M
$143.1M
$114.2M
$80.1M
Participation Drives Dollars
$ M
$5 M
$10 M
$15 M
$20 M
$25 M
2012 2013 2014 2015 2016 2017
Other AG
FWM/SIF
Other AG
AN
NU
AL
GIV
ING
DO
LL
AR
S
38B OV M E E T I N G • S eptember 20 1 7
$5.5M $5.6M $5.5M $5.9M $6.8M $5.9M
$9.7M $11.5M $13.5M $14.7M $14.5M $15.9M
$M
$20M
$40M
$60M
$80M
$100M
$120M
$140M
2012 2013 2014 2015 2016 2017 *As of June 30, 2017
$104.3M $104.2M$105.8M
$143.1M
$134.8M
$80.1M
Total New Gifts
& Commitments
Other Annual
Giving
Fund for William &
Mary/Scholarships
Impact Fund
Total Giving vs. Annual Giving
39B OV M E E T I N G • S eptember 20 1 7
Raise $1 billion
40B OV M E E T I N G • S eptember 20 1 7
$712.2 MILLION
Total raised as of June 30, 2017
42B OV M E E T I N G • S eptember 20 1 7
New Gifts and CommitmentsAS OF JUNE 30, 2017
$60.2M
$38.7M
$62.2M
$44.9M$37.1M
$80.1M
$104.3M $104.2M $105.8M
$143.1M$134.8M
M
20 M
40 M
60 M
80 M
100 M
120 M
140 M
160 M
For the Bold Campaign
FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17
Period Between Campaigns
43B OV M E E T I N G • S eptember 20 1 7
Omohundro
Student Affairs
Libraries
International
Alumni
Education
VIMS
Muscarelle
Law
Arts & Sciences
Athletics
Business
Goals and Progress by School and UnitAS OF JUNE 30, 2017
An additional $194M has been raised toward the $253M University-wide goal.
$4.3M/$10M
$8.8M/$20M
$16.7M/$25M
$13.9M/$27M
$26.7M/$30M
$16.6M/$30M
$21.1M/$35M
$35.1M/$60M
$66.2M/$75M
$81.8M/$140M
$127.5M/$145M
$101.4M/$150M
44B OV M E E T I N G • S eptember 20 1 7
Campaign Gifts for Scholarships
Scholarships Impact Fund All Scholarships
Donors Amount Raised Donors Amount Raised
2012 112 $84,953 2,316 $7,867,104
2013 104 $31,997 2,620 $30,648,514
2014 254 $65,321 3,175 $22,893,393
2015 928 $751,284 4,156 $48,496,513
2016 1,879 $1,077,430 5,722 $66,892,852
2017 1,772 $1,025,867 6,170 $48,887,617
45B OV M E E T I N G • S eptember 20 1 7
$60M
$200M
$15M
$50M
$25M
$64.3M$75.3M
$7.5M
$61.4M
$22.3M
Graduate andProfessional
Need-based Global Athletics Merit-based
$230.8M Raised
Goal
Amount Raised
*As of June 30, 2017
Campaign Gifts for Scholarships
46B OV M E E T I N G • S eptember 20 1 7
McLeod Tyler Integrative Wellness Center
Ground Breaking Ceremony | June 2017
47B OV M E E T I N G • S eptember 20 1 7
Shenkman Jewish Center
· New 3,000 sq. ft. facility for Jewish students to
participate in cultural, spiritual, social and
educational activities/programming
· Located at corner of Jamestown Rd. and Cary St.
· Groundbreaking in January 2018
· Expected completion is Fall 2018
48B OV M E E T I N G • S eptember 20 1 7
HIGH MUSEUM OF ART
Campaign Celebration in Atlanta | October 5
49B OV M E E T I N G • S eptember 20 1 7
Campaign Celebration in Richmond | March 27
VIRGINIA MUSEUM OF FINE ARTS
50B OV M E E T I N G • S eptember 20 1 7
JOHN G. SHEDD AQUARIUM
Campaign Celebration in Chicago | May 31
