Post on 14-Jan-2016
description
Class Agent Spring Meeting
Tuesday, March 30, 2010
Sovereign Bank
Boston, MA
Total Annual Fund2009 vs. 2010
$250,000
$500,000
$750,000
$1,000,000
12/31/2009 1/31/2010 2/28/2010 3/31/2010
2009
2010
$662,226
$587,012
Annual Fund Unrestricted2009 vs. 2010
$300,000
$350,000
$400,000
$450,000
12/31/2009 1/31/2010 2/28/2010 3/31/2010
2009
2010
$404,422
$391,222
Undergraduate Alumni Annual Fund Participation
2009 vs. 2010
500
1000
1500
12/31/2009 1/30/2010 3/1/2010 3/31/2010
2009
2010
1362
1125
Why is the unrestricted Annual Fund important?
It provides funds that can be used where the need is the greatest– Academic support– Library resources– Campus Ministry – Student Programs
– Financial Aid
Financial Aid Update
• 78% of our students receive need-based financial aid
• State budget cuts have resulted in less grant money
• Endowed scholarship funds reduced by $300,000 in 2010 due to economy
• Number of requests for additional financial aid from current students has tripled!
Financial Aid Update
• Assumption is spending an additional $800,000 on financial aid in 2010-2011
• The Annual Fund has increased its dollar goal to support financial aid needs
How will we reach this goal and increase alumni participation to 18%?
FY 2010 Potential Undergraduate Alumni Participation Goals
1362 1362 1362
1189 13391639
0
500
1000
1500
2000
2500
3000
3500
17% 18% 20%
Donors To Date Donors Needed
Donors making gifts from April 1-May 31:
FY`09 – 888FY`08 – 1,277 FY`07 – 1,273 FY`03 – 1,180
LYBUNTS as of 3/30/10: 1,383
How do we Compare?(alumni participation FY`09)
51%
23%19% 17% 17% 15% 13% 10%
0%
20%
40%
60%
LYBUNTS
• Each class has LYBUNTS and recent past donors
• Each class has Class Agents
• Each Class Agent will be contacting LYBUNTs and recent past donors for a gift
• Every call, every contact counts!
• We CAN meet our match!
Classes and LYBUNT numbers
LYBUNTS Class Years1-10 1956, 1957, 1958, 1959, 1960, 1961, 1962, 1963, 1965, 1966,
1967
11-20 1963, 1964, 1968, 1970, 1971, 1975, 1995, 1996, 1997, 1998, 2002
21-30 1972, 1976, 1977, 1978, 1982, 1988, 1990, 1992, 2000, 2001, 2003, 2005, 2007
31-40 1969, 1974, 1979, 1980, 1981, 1983, 1985, 1986, 1987, 1991, 1993, 1999, 2004, 2006, 2008
41-50 1973, 1989, 1994
71-80 1984 (post 25th reunion)
Classes and Past Donor numbers
Past Donors Class Years
1-25 1956, 1957, 1958, 1959, 1960, 1961, 1962, 1963, 1964, 1965, 1966, 1967, 1968, 1969
26-50 1970, 1971, 1972, 1974, 1976
51-75 1973, 1975, 1977, 1978, 1979, 1962, 1983, 1984, 1985, 1994, 1997
76-100 1980, 1982, 1986, 1987, 1988, 1989, 1990, 1991, 1998, 1995, 1996, 1998, 1999, 2000, 2007, 2008
101-125 1992, 2001, 2002
126-150 2003, 2004, 2005, 2006
Criteria for Challenge
• IF no AF gift in FY’09, 100% of gift in FY’10 will be matched (double money)
• IF AF gift in FY’09, anything above what was given in FY’09 will be matched
• For example-- $100 to 2009 AF
$150 to 2010 AF
$ 50 for TC• ONLY unrestricted Annual Fund
(not Greyhound, scholarships)
Trustee Challenge Mailing Schedule
Mailing Date Item Mailed
March 8 Trustee Challenge Brochure
March 25 “Meet Your Match” Postcard #1
April 14 “Meet Your Match” Postcard,
e-mail #2
May 17 “Meet Your Match” Postcard,
e-mail #3
Other AF Promotional ActivitiesMonth Activity
March •National Mailing to Parents and CE Grads.•Reunion Class Solicitation Letters•Spring PC letter
April •PC Prospect and PC LYBUNT mailing•National and Reunion mailing•Website information•Assumption Magazine with Challenge ad.
May •LYBUNT Mailing•PC Mailing•Final Reunion Class Letter•Francesco Letter to LYBUNTS & other Past Donors
On your Mark… Get Set…
• April 9th through June 7
• Letters
• Emails
• Phone calls
• Hard copy and electronic templates
• Spreadsheets with LYBUNTS weekly
Highlights of the Challenge
• Financial Aid is highlight this fiscal year
• Unrestricted Annual Fund support key!
• Increase dollars and donors
(% participation) through Trustee Challenge
• If you gave in 2009, anything beyond that gift will be matched.
• If you did not give in 2009, everything will be matched.