JAA CONFERENCE Tuesday, June 12, 2007. Charles Ries – History Gwendolyn Perry Davis – Process...

JAA CONFERENCE

Tuesday, June 12, 2007

• Charles Ries – History

• Gwendolyn Perry Davis – Process

• Stacy Mitz – Marketing & Events

Overview

The one thing we all share in common is our work…

History

CIRCLES:

–Real Estate & Construction

–Financial Services

–Manufacturing & Distribution

Process

Process

Rationale:–Power of Affinity Groups

–Goodwill towards Marquette

–Maximize business opportunities

Process

Question:

As a fundraiser, how do you qualify and engage high-potential, high-

impact prospects?

CIRCLES is an engagement tool

for fundraising:

– Meeting Needs

– Facilitate Strategic Networking

– Facilitate Connections

Process

• Marquette alumni, parents and friends

• Chairman, President, Chief Financial Officer, Senior Vice President

Host Committee

• Buy-in• Share names, companies and

titles• Serve as sponsors• Recruit others• Programmatic insight

Host Committee

By design, if only the host committee members attend the event, it would

be a success

Host Committee

Some of our Host Committee Members….Name Title Business Relationship

Bruce Adreani President Norwood Builders Parent

Peter Paul Bell President First Realty Company Alumnus

Donald M. Biernacki Senior Vice President Related Midwest Parent

Anthony Chirchirillo Chief Executive Officer Chirch Global LLC Parent

Mary Fran Cleary Vice President Goldman Sachs Alumna

Paul Darley Chief Executive Officer W. S. Darley & Company Alumnus

Leonard S. DeFranco President DeFranco's Espresso Secrets Alumnus

James D. Devine Principal/Attorney-Real Estate Newcastle Properties LLC Alumnus

Norris R. Eber Executive Vice President Joseph Freed and Associates LLC Parent

Thomas D. Flanagan Attorney Flanagan Bilton, Attorneys At Law Parent

John Flavin President Advanced Life Sciences Alumnus

H. Rick Fumo Chief Executive Officer Parson Consulting Alumnus

Tao Huang Chief Operating Officer Morningstar, Inc. Alumnus

Lisa A. Konieczka Executive Vice President CB Richard Ellis Alumna

Susan Marks Chief Executive Officer Pinstripe, Inc. Alumna

William Shiel Senior Vice President Walgreen Company Alumnus

What Does A CIRCLES Member Look Like?

VPs15%

Partners3%

Other68%

CEOs14%

CEOs

VPs

Partners

Other

What Does A CIRCLES Member Look Like?

Business 40%

Arts 17%

Eng 18%

Grad 8%

Non-Alum 7%

Law 2%

Comm 8%

BusinessArtsEngCommLawGradNon-Alum

0

50

100

150

200

250

50's 60's 70's 80's 90's 00's

AlumniGraduationYears

What Does A CIRCLES Member Look Like?

Wealth DiscoveryAssigned vs. Unassigned Prospects

Unassigned

84%

Assigned

16%

Through CIRCLES I have made some very productive connections with some wonderful people. It’s been a great investment of my time and energies.

– Joseph Wiesemann, Arts ’82 President, US Gas

CIRCLES has been an exceptional networking opportunity for me. If you are doing business in Chicago, you have to join CIRCLES.

– Matthew Maddock, Eng ’84 President, Maddock Industries

Success

• Ubiquitous CIRCLES design =

Consistency and Recognition

• CIRCLES Directory

Branding and Marketing

• Covering the cost

• Promotion

• Finding and Managing Speakers

• “Give-Aways”

CIRCLES Events

Networking Breakout Sessions

–Purpose and benefit of event

–Structured vs. unstructured

Managing CIRCLES Events

Collaboration between AlumniRelations and Development staffs:

–Constant dialogue

–Alumni Relations = Donor-centric

Bridging the Gap

• Proven powerful lifetime engagement tool

• Effective qualifying tool

• Give alumni/prospects value

Why CIRCLES?

Hypothetical Future

Questions?