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Exploring and Encouraging Young Alumni Giving

             Development Track sponsored by Aria
CASE V
Exploring and Encouraging Young
Alumni Giving
A.K.A.
Asking More of Our Young Alumni
Tim Ponisciak, University of Notre Dame
Carol Phillips, Brand Amplitude
Q1
• What percent of millennials gave to
  nonprofit organizations in 2010?
• Answer: 93%




*Source: Millennial Donors Report 2011: Achieve/JGA
Q2
• How many millennial donors gave to 3
  or more nonprofit organizations in
  2010?
• Answer: 61%




*Source: Millennial Donors Report 2011: Achieve/JGA
Q3
• How many millennial donors gave at
  least $150 to at least one
  organization?
• Answer: 42% (almost 20% gave $500
  or more, in total)



*Source: Millennial Donors Report 2011: Achieve/JGA
What does this mean?
• We may be asking too little of our young
  donors Young Alumni Participation Rate
                         FY2011
       35%
                                                               32%

       30%


       25%


       20%
                                     17%

       15%


       10%


        5%        4%


        0%
             Big 10/Big 12
                        *     Private institutions
                                                 *   University of Notre Dame




                                                                     *Insidehighered.com, July 12, 2011
Notre Dame Young Alumni
• 20,000 Young Alumni (0-10 years out)
• 32% of young alumni give annually
• Collectively donate $3,000,000 each year
                 Young Alumni Donors (5,544)
                  353

                         1360
          1370                       Less than $100
                                     $100 to $199
                        2461         $200 to $499
                                     $500 to $999
Notre Dame Young Alumni
• Strong Feelings!
  – ND is a cherished experience
  – It is an experience that is regarded as
    unique, a privilege
Notre Dame Young Alumni

I like to call it the happiest place on earth –
Disneyland’s got nothing! I found friends of
a lifetime, discovered my passions, and
fine-tuned my intellectual capacities.


                             When you meet another ND grad, you
                                  know they understand the ND
                            experience, and how it shaped your life.
                            It’s different than how others described
                                    their University experience.
Notre Dame Young Alumni
• Consider Notre Dame their home.
• They are a member of the Notre Dame family
                  For which activities have you been
                  back to campus since graduation?
                  Home Football Game(s)                                                95%


  Visit(s) with friends or siblings attending
                                                                          52%
                      ND


                                Wedding(s)                              44%



                Visit(s) with faculty or staff              23%



                      Other sporting event                  22%


                                                 0%   20%         40%     60%   80%   100%
Notre Dame Young Alumni
Young Alumni Giving Challenge
1. Increase current giving participation rate of 32%,
   to align with general alumni rate of 42%
2. Migrate existing donors to higher giving levels


                      $500+ (353)



                    <$500 (2,730)


                   <$100 (1,360)
Key Questions
• What’s the right amount to ask?
  – Don’t want to ask too little or
    too much
• What do we offer in return?
  – What do they want from us?
                                          “Just Right”
• What’s the right way to ask?
  – Key messages that appeal to young alums
  – What vehicles to present message
Research Approach
• Survey of young alumni donors
  – Compared responses from donors who gave
    under $100 to higher level donors
  – Assessed interest in a young alumni recognition
    society


• Four online focus groups
  – Explored message and benefit options among
    interested alumni donors
Key Findings
• High levels of interest among high ($100+) and
  low(<$100) donor segments
                 Response to Concept
          100%                   4.2%
                   6.3%                          5.6%
           90%

           80%
                                44.2%                         Not at all
           70%     47.2%                        46.2%
                                                              interested
           60%
                                                              Somewhat
           50%                                                interested

           40%
                                                              Very interested
           30%
                                51.6%           48.2%
                   46.5%
           20%

           10%

           0%
                 Low Donors   High Donors   All Respondents
                   (n=396)      (n=190)          (n=586)
Key Findings
• A recognition society gives them a target to
  reach for

       I think it'd be nice to give young alums a target… I know
       a lot of friends just give the minimum because they don't
       see a reason to give more


• They particularly liked the idea of being
  recognized, along with their peers
                Like being defined as young alumni.
                Makes me feel proud and involved.
Key Findings
• Right amount: $500
  – Big enough to be meaningful to a school, but not
    out of reach for a young alum

    $500, it's high enough above the minimum to make you
    feel like you're doing something extra, but not unrealistic
    for a lot people.




               $500 seems pretty good.
Key Findings
• Modest Benefit Expectations




                    +                     +
                            Personal
                        Acknowledgement       Regional Events
Football Benefits
Other Findings
• General mailings   • Mailings that make a
  not memorable        connection to student
                       life are more impactful




                     • Ideally, young alumni
                       want to direct their
                       giving
Other Findings




 Prefer Email    Online Donations
                                    4Quarterly
                                    Fundraising
Introducing… the Corby Society

    Committee of 25 young
      alumni advisors
                                     Launched in
                                    September 2010


      Introduced via
email, print, e-newsletters
   and social media            Minimum donation: $500
                              Most recent class year: $250
Introducing… the Corby Society
• Main Benefit: Tickets and Parking Passes
Initial Invitation
Member Engagement
Results of the Big Leap
• 470 members in Year One.
  (approximately 2% of young alumni)
• $224,000 raised, half of which was
  incremental
• Increase of 100% for donor group
Questions? Contact Us!
Tim Ponisciak
Assistant Director, Notre Dame Annual Giving
574-631-1323
tponisci@nd.edu

Carol Phillips
President, Brand Amplitude
269-429-6526
Carol@BrandAmplitude.com
www.BrandAmplitude.com
Twitter: @carol_phillips
Session handouts are available at
      www.casefive.org/conference/presentations/
                        Username: CASEV_attendee | Password: CASE_FIVE
Follow the   2011 CASE V Conference on Twitter@CASE_DistrictV. Use the #CASEV hashtag when you tweet!

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Exploring and Encouraging Young Alumni Giving: Tim Ponisciak and Carol Phillips

  • 1. Exploring and Encouraging Young Alumni Giving Development Track sponsored by Aria
  • 2. CASE V Exploring and Encouraging Young Alumni Giving A.K.A. Asking More of Our Young Alumni Tim Ponisciak, University of Notre Dame Carol Phillips, Brand Amplitude
  • 3. Q1 • What percent of millennials gave to nonprofit organizations in 2010? • Answer: 93% *Source: Millennial Donors Report 2011: Achieve/JGA
  • 4. Q2 • How many millennial donors gave to 3 or more nonprofit organizations in 2010? • Answer: 61% *Source: Millennial Donors Report 2011: Achieve/JGA
  • 5. Q3 • How many millennial donors gave at least $150 to at least one organization? • Answer: 42% (almost 20% gave $500 or more, in total) *Source: Millennial Donors Report 2011: Achieve/JGA
  • 6. What does this mean? • We may be asking too little of our young donors Young Alumni Participation Rate FY2011 35% 32% 30% 25% 20% 17% 15% 10% 5% 4% 0% Big 10/Big 12 * Private institutions * University of Notre Dame *Insidehighered.com, July 12, 2011
  • 7. Notre Dame Young Alumni • 20,000 Young Alumni (0-10 years out) • 32% of young alumni give annually • Collectively donate $3,000,000 each year Young Alumni Donors (5,544) 353 1360 1370 Less than $100 $100 to $199 2461 $200 to $499 $500 to $999
  • 8. Notre Dame Young Alumni • Strong Feelings! – ND is a cherished experience – It is an experience that is regarded as unique, a privilege
  • 9. Notre Dame Young Alumni I like to call it the happiest place on earth – Disneyland’s got nothing! I found friends of a lifetime, discovered my passions, and fine-tuned my intellectual capacities. When you meet another ND grad, you know they understand the ND experience, and how it shaped your life. It’s different than how others described their University experience.
  • 10. Notre Dame Young Alumni • Consider Notre Dame their home. • They are a member of the Notre Dame family For which activities have you been back to campus since graduation? Home Football Game(s) 95% Visit(s) with friends or siblings attending 52% ND Wedding(s) 44% Visit(s) with faculty or staff 23% Other sporting event 22% 0% 20% 40% 60% 80% 100%
  • 12. Young Alumni Giving Challenge 1. Increase current giving participation rate of 32%, to align with general alumni rate of 42% 2. Migrate existing donors to higher giving levels $500+ (353) <$500 (2,730) <$100 (1,360)
  • 13. Key Questions • What’s the right amount to ask? – Don’t want to ask too little or too much • What do we offer in return? – What do they want from us? “Just Right” • What’s the right way to ask? – Key messages that appeal to young alums – What vehicles to present message
  • 14. Research Approach • Survey of young alumni donors – Compared responses from donors who gave under $100 to higher level donors – Assessed interest in a young alumni recognition society • Four online focus groups – Explored message and benefit options among interested alumni donors
  • 15. Key Findings • High levels of interest among high ($100+) and low(<$100) donor segments Response to Concept 100% 4.2% 6.3% 5.6% 90% 80% 44.2% Not at all 70% 47.2% 46.2% interested 60% Somewhat 50% interested 40% Very interested 30% 51.6% 48.2% 46.5% 20% 10% 0% Low Donors High Donors All Respondents (n=396) (n=190) (n=586)
  • 16. Key Findings • A recognition society gives them a target to reach for I think it'd be nice to give young alums a target… I know a lot of friends just give the minimum because they don't see a reason to give more • They particularly liked the idea of being recognized, along with their peers Like being defined as young alumni. Makes me feel proud and involved.
  • 17. Key Findings • Right amount: $500 – Big enough to be meaningful to a school, but not out of reach for a young alum $500, it's high enough above the minimum to make you feel like you're doing something extra, but not unrealistic for a lot people. $500 seems pretty good.
  • 18. Key Findings • Modest Benefit Expectations + + Personal Acknowledgement Regional Events Football Benefits
  • 19. Other Findings • General mailings • Mailings that make a not memorable connection to student life are more impactful • Ideally, young alumni want to direct their giving
  • 20. Other Findings Prefer Email Online Donations 4Quarterly Fundraising
  • 21. Introducing… the Corby Society Committee of 25 young alumni advisors Launched in September 2010 Introduced via email, print, e-newsletters and social media Minimum donation: $500 Most recent class year: $250
  • 22. Introducing… the Corby Society • Main Benefit: Tickets and Parking Passes
  • 25. Results of the Big Leap • 470 members in Year One. (approximately 2% of young alumni) • $224,000 raised, half of which was incremental • Increase of 100% for donor group
  • 26. Questions? Contact Us! Tim Ponisciak Assistant Director, Notre Dame Annual Giving 574-631-1323 tponisci@nd.edu Carol Phillips President, Brand Amplitude 269-429-6526 Carol@BrandAmplitude.com www.BrandAmplitude.com Twitter: @carol_phillips
  • 27. Session handouts are available at www.casefive.org/conference/presentations/ Username: CASEV_attendee | Password: CASE_FIVE Follow the 2011 CASE V Conference on Twitter@CASE_DistrictV. Use the #CASEV hashtag when you tweet!