This document discusses strategies for leveraging collaboration between alumni relations and advancement/development at UW-Milwaukee. It provides statistics on the UWM alumni network and donor base. It then outlines various partnership initiatives between alumni relations and development, including collaborative alumni programming, individual cultivation activities, and their campaign for UWM. Tools for streamlining alumni and development operations like Power BI reports, affinity scoring, and engagement management portfolios are also mentioned.

1. Alumni and Advancement
Leveraging Collaboration & Partnership
2018 Denver Urban Research Institution Summit
Adrienne Bass
Associate Vice Chancellor for Alumni Relations
Executive Director, UWM Alumni Association

2. Evolution of Alumni Relations

3. UW-Milwaukee Stats

4. Dual Mission: Research and Access

5. UW Colleges / Regional Campus

6. Alumni Donor Base
• Living Alumni 179,110
• Good Addresses 157,383 (88% of living alumni)
• Good phones (land and mobile) 163,361
• Good email addresses 81,035
• Employment Information 65,587
• Percent of Alumni Living in SE MKE 55%
• Percent in the State of Wisconsin 75%

7. A Few of our Alumni
Beth Pritchard Frank CaliendoSatya Nadella
Jim Rygiel Maggie RykowskiGolda Meir

8. Importance of Alumni & Development
Partnerships
SHARED
COMMITEMENT
P- Priorities
A-Audience
R-Resources
T-Tracking
N-Networking
E-Engagement
R-Recognition
Engagement &
Stewardship
Cultivation Continuum
Alumni Development

9. Established:
• 14 active chapters, with 3464 members
• Held 73 chapter events Recruited:
• 44 National & Regional
Alumni Captains
Since 2012, the UWM
Alumni Association has
sponsored over 230 events,
with more than 22,000
attendees!
Collaborative Alumni Programming

10. Collaborative Alumni Programming
We have started:
• 5 Panthers@Work groups:
• Northwestern Mutual
• Rockwell Automation
• Robert W. Baird & Co.
• Kohl’s
• UW-Milwaukee
• 918 Members
• Held 37 P@W events

11. Individual Cultivation
• Alumni Tours
• Community Connections (Outreach to new areas)
• Black, Gold and Bold Tour (Intro New Chancellor)
• 60th Tour (Celebrate UWM Traditions)
• Shaping The Future (Campaign Outreach)
• Campus Spirit Days
• Homecoming

13. Campaign for UWM
• SILENT PHASE 2012
• PUBLIC LAUNCH SEPTEMBER 2017
• 200 MILLION – LARGEST IN HISTORY
MADE IN MILWAUKEE.
SHAPING THE WORLD.

14. Strategic Objectives
 UWM2020 – Setting a clear course of
commitments for a strong future
– Student success
– Research
– Engagement
– Funding and revenue opportunities

15. $185.4M
Total amount raised
as of 1/30/2018
Campaign Progress

16. # Donors # Gifts % of Total
Gifts
Alumni 9,350 26,927 27%
Corporation 858 4,225 20%
Foundation 120 985 16%
Friends 7,683 19,721 20%
Other Not-for-Profit 354 3,364 18%
Total 18,365 55,222 100%
Campaign Progress

17. Advancement Opportunities
• Scholarship Outreach
• Made in Milwaukee Tour (Intimate donor dinners)
• Sponsorship (Asset Management)
• Panther Statue Dedication

18. Engagement Tools

19. Engagement Tools
• Open Door Meetings
• AVC Presents at:
• Faculty Senate
• Deans Council Meetings
• President’s Cabinet
• UR/Development/Alumni Communications
Team
• Wealth Screening/Employment Verification

20. Streamlining Alumni/dev
operations, systems & reporting
A closer look at:
• Power BI Reports
• Affinity Scoring
• Engagement Management Portfolios (EM)

21. Power BI

22. Power BI

23. Affinity Scoring
• Giving Habits & Household Giving
PM, planned giving, actions, solicitations, HH $, days between gifts
• Biographical
good info on file, frequent self-reported updates
• AA Involvement & Event Attendance
volunteerism, program membership, boards, awards
• Student/University Experience
# degrees, campus employee, scholarship recipient, student leader,
athlete, lived in residence halls
• Friends
ticket holder, arts events, external boards and councils
• Communication
# emails opened, clicked, & sent, social media interaction

24. Engagement Management
• FT Alumni Engagement Officers assigned a
portfolio (Estimate: 75-100 constituents and
companies)
• Expected to track engagements through same
database system as Dev. Prospect Managers with FY
strategies set in annual plans
• Ability for referrals- both ways

25. • Thank you
• Questions?
Questions?