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Presentation GoalsPresentation Goals
• Status report: fundraising at WPI today• Understanding of alumni and friend
engagement at WPI as it relates to investing in our future
• The Campaign for WPI• Why do we do what we do?…
General AnnouncementsGeneral Announcements
• PeopleAdmin – Human Resources• Commencement 2008
– Keynote Speaker: GE President and CEO Jeffery Immelt
– Honorary Degree Recipients: Dr. Woodie Flowers, Dr. Richard Lyman and Dr. Jing Lyman
• East New Residence Hall Green Roof Planning/Planting
• Workflow, ODS and Luminis• Gordon Library Director Search
• 30,000 graduates worldwide / 48,000 + records in database
• We track up to 102 total variables in database per record
• We have a 65% year-to-year giving renewal rate
• More than 11,000 graduates have given at least one gift
• 121 first time donors year to date
• 5,987 gift transactions / on-line gifts nearly double year to date
• 60 students and coaches volunteered to call and thank donors
• 8,518 phone conversations year to date
• 109,772 pieces of mail (73,516 solicitations/36,256 non-solicitations) in addition to Transformations, The Hill and the President’s Report etc.
Key Development PointsKey Development Points
Likelihood & CapacityLikelihood & Capacity
© 2004 Blackbaud
Page #8
LIK
EL
IHO
OD
CAPACITY
Projects
Upgrade Top Prospects
Low Yield
9
Engagement Engagement - Approximately 700 face-to-face substantive
conversations with key alumni and friends about giving- On average, we host 2 WPI specific events per week
somewhere in the world- International Outreach with alumni in Panama, United
Kingdom, France, Hong Kong, Taiwan, Thailand; (India next)
- Faculty outreach nationally through our WPI In Your Neighborhood Events
- Imagine and Achieve Town Halls: Boston, Providence, Worcester, Manchester, Hartford, Cape Cod, Naples, Washington D.C.
- Regional Chapter/Club Events- * Alumni Day Saturday, May 3- * 2008 Reunion Weekend June 5 -8
5-Year Giving Comparison5-Year Giving Comparison
$1
3,8
19,6
83
$1
3,8
19,6
83
$1
1,9
91,1
38
$1
1,9
91,1
38
$1
2,0
91,5
03
$1
2,0
91,5
03
$1
4,7
68,1
25
$1
4,7
68,1
25
$2
0,1
36,6
93
$2
0,1
36,6
93
$2
2,0
00,0
00
$2
2,0
00,0
00
13
Development and Alumni Relations Development and Alumni Relations
ImpactImpact
$400,000$400,000 First major gift to the Sports and Recreation Project
$4.5 million +$4.5 million + Professorships and academic programs
$6 million$6 millionUndergraduate Life Sciences Facilities
$1.3 million +$1.3 million + Area of greatest need – Annual Fund
$1 million +$1 million + Student Financial Aid Scholarships
$7 million +$7 million + Building our future Endowment – Planned Giving
$4.5 + million in financial aid scholarships
$2.5 + million faculty and academic programs
$110,000$110,000 First Year Experience Great Problems Seminars
…and several very interesting conversations underway with potential donors interested in professorships, capital projects, scholarships, and annual giving totaling $30 million +…$30 million +…
0.5-0.25GRAD_DISTINCTION
0.25-0.5STU_HONOR_SOC
-0.251.0STU_SCH_INVOLVE
0.00.75STU_MUSIC
0.00.75STU_PROF_SOC
0.00.25STU_CLUB_SPORT
0.0-0.5STU_INTL_CLUB
1.0-0.5STU_GPA
0.5-0.25STU_PROJECT_CTR
-1.01.0ALUM_VOLUNTEER
-1.01.0REUNION
0.01.0CLS_AGENT
0.50.25HAD_SCHOLARSHIP
0.00.5NUM_OF_CHILD
0.01.0WPI_SPS
-0.75See ZipCodes Tab
RES_ZIP
0.00.75VARSITY_SPRTS
-0.51.0FRAT
0.00.75NON_WPI_DEG
Score Factor for Blank
Score factor for Non-Blank
Binary Factors
Linear normalization to
0—20 scale
Bucket Number in Bucket Number In and Above Bucket
1 26 23977
2 166 23951
3 889 23785
4 1495 22896
5 1994 21401
6 2516 19407
7 2684 16891
8 2567 14207
9 2167 11640
10 1856 9473
11 1560 7617
12 1351 6057
13 1260 4706
14 910 3446
15 770 2536
16 596 1766
17 547 1170
18 394 623
19 185 229
20 44 44
Example:Example: 9,473 in categories 10-20 prospects/suspects
Bucket Number Total Donated Average Donated % Donating
1 26 213.00 8.19 0.192
2 166 2,270.00 13.67 0.193
3 889 9,379.70 10.55 0.193
4 1495 42,968.96 28.74 0.221
5 1994 111,552.00 55.94 0.288
6 2516 299,821.27 119.17 0.354
7 2684 440,223.54 164.02 0.454
8 2567 743,970.23 289.82 0.569
9 2167 765,887.36 353.43 0.651
10 1856 1,166,773.37 628.65 0.727
11 1560 1,316,358.37 843.82 0.812
12 1351 1,404,935.98 1,039.92 0.848
13 1260 2,114,790.42 1,678.41 0.891
14 910 1,723,911.92 1,894.41 0.915
15 770 2,775,350.54 3,604.35 0.953
16 596 3,036,108.51 5,094.14 0.960
17 547 5,111,812.67 9,345.18 0.976
18 394 5,872,892.80 14,905.82 0.987
19 185 2,496,311.58 13,493.58 0.973
20 44 841,839.70 19,132.72 1.000
:
Major Asset CategoriesMajor Asset Categories
• Public company stock• Private company equity• Real estate
Page #18© 2004 Blackbaud
Households whose net worth is between 1M - 10M (Source:2003 IRS data, published in 2006)
CAMPAIGN TABLE OF GIFTSCAMPAIGN TABLE OF GIFTS$200,000,000$200,000,000
Gifts/ProspectsGifts/Prospects
Prospects Prospects IdentifiedIdentified
$ Range$ Range Prospects Prospects NeededNeeded
TotalTotal
1/3 1 $20,000,000 22 $20,000,000
2/6 4 $10,000,000 - 19,999,999
22 $20,000,000
6/15 13 $5,000,000 - 9,999,999 22 $30,000,000
12/30 14 $2,500,000 - 4,999,999 1616 $30,000,000
23/60 58 $1,000,000 - 2,499,999 22 $23,000,000
39/117 38 $500,000 - 999,999 7979 $19,500,000
70/210 57 $250,000 - 499,999 153153 $17,500,000
130/390 193 $100,000 - 249,999 197197 $13,000,000
140/420 275 $50,000 - 99,999 145145 $7,000,000
many many <$50,000 manymany $180,000,000
423/1,254 653 (601)(601)
Annual Fund $20,000,000
Total $200,000,000$200,000,000
$2
2,0
00,0
00
$2
2,0
00,0
00
$3
2,6
00,0
00
$3
2,6
00,0
00
$3
7,7
00,0
00
$3
7,7
00,0
00
$2
4,4
00,0
00
$2
4,4
00,0
00
$2
5,0
00,0
00
$2
5,0
00,0
00
$2
5,1
00,0
00
$2
5,1
00,0
00
$3
2,3
00,0
00
$3
2,3
00,0
00
Some key pointsSome key points• Appropriate focus on major gift fundraising • Alumni engagement• Clearly communicate about the impact of giving• Recruit talented staff• Thoughtful/Strategic prospect development• Fill the leadership giving pipeline • Enhance donor retention• Campaign volunteer development• Unify focus on campaign priorities• Complete database redeployment and renewal• Secure $80 million by fall 2010 ($100 million)