Alumni Leaders Weekend

ConfidentialOctober 18, 2019

Advancement 101

Front of the House

Wheaton FundAlumni Relations

Major Gifts

Planned Gifts

Principal Gifts

Corporate and Foundation Support

Sponsored Research

Back of the House

Information Systems

Donor Stewardship

Communications

Prospect Research

Prospect Management

Gift Processing

College Advancement

Merritt Crowley

Vice President

Major Gifts & Planned Giving

Jean McCutcheon

Director

OPEN

Senior Development Officer

Randall Rosenthall

Senior Development Officer

Suzan Greenup

Senior Development Officer

Brienn Buchanan

Admin Asst

Amy Dumont

Senior Development Officer

Planned Giving

Dee Fransman

Admin Asst

Corporate & Foundation Relations

Patricia DeMarco '81

Director

Jane Murphy

Asst Dir

Suzanne Gaspar

Grant Writer/

Coordinator

Wheaton Fund

Amy Laprey

Director

OPEN

Senior Assoc Dir

Michaela Burke

Program Manager

Gold/Young Alums

Catherine Arendt

Program Manager

Reunions

Ana Brenescoto '15

Assoc Dir

Portfolio Management

Patty Grundy

Senior Asst Dir

Student Fundraising

Sabrina Maguire

Coordinator

Donor Retention

Corrie Lefebvre

Senior Assoc Dir

Leadership/Parent

Giving

Advancement Information Systems

Will Gallaher

Director

OPENAssoc Director

Marci Taggart

Asst Director

Debbie Salley P'01, P'04

Gift Processor

Susan Dyke

Asst Gift Processor

Michael Rodriquez

Sr Systems Analyst

Wendy Rosenthal

Development Research Analyst

Jeanne Poulin

Senior Programmer Analyst

Travis Roberts

Prospect Management Analyst

Advancement

Communications

Bill Walsh

Director

Emma Sullivan

Coordinator

Dawn Gula

Assoc Dir

Jamie McAndrews

Admin Asst

Alumni Relations

Courtney Shurtleff

Director

OPEN

Admin Asst

Patti Turcotte

Senior Asst. Dir

Donna St. Onge

Admin Asst

Marco Barbone '09

Senior Asst Dir

Jennifer Cotoia

Admin Asst

Christine Collier

Admin Associate

Gail Wybieracki

Admin Asst

Wheaton By the Numbers –

FY17 vs. FY19FY17 FY19

Living Alumni of Record 19,000 19,700

Solicitable Alumni 13,000 15,400

Alumni Addresses on file 16,500 18,200

Alumni emails on file 10,000 10,600

Parent and Friend emails on file 5,400 5,200

All $100K+ rated prospects 2,300 4,300

Assigned $100K+ rated prospects 800 900

• Total Prospect Visits 280 473

• Total First Time Visits 183 140

4

Fundraising History – 5 years

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

FY15 FY16 FY17 FY18 FY19

Wheaton College Total PhilanthropyFY15 - FY19

Outright Gifts New Pledges Booked

5

Wheaton By the NumbersWheaton College Cash FY10 to FY18

$0

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

$12,000,000

FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18

Outright Gifts Pledge Payments Matched Gifts FY Cash Total

Wheaton By the Numbers

•What do these numbers tell us?

– Cash Flow for past and current financial models not robust enough to meet the “need” and change the game

–GoBeyond Campaign (‘07-’14) = financial success, however, did not build sustainable base of support from which to move forward. Incremental progress being made; have not changed the game yet, however.

– To sustain a baseline annual giving program of $5M and grow at 4% per year plus invest in our future initiatives and add to the endowment = enormous challenge

– Strong philanthropy from Board of Trustees is critical to sustaining momentum and growing (including current, emerita, and lifetime)

Wheaton By the Numbers

•Targets of opportunity

–Greater renewal and upgrade rates for donors in the Wheaton Fund

–Greater emphasis on multi year cash pledges for all priorities

–Planned Giving expansion (CGA’s and documented bequests)

–Building an incremental major gift pipeline through effective implementation of moves management system

–Engagement opportunities yielding promising results (i.e right opportunities luring new alumni “back to Wheaton” = potential new donor acquisition)

–Parents leadership council and support from parents

•Lots of great progress and lots of work still to do

Areas of Concern/Caution

•Sustainable rate of growth for the Wheaton Fund

•Continued reliance on “top of the gift pyramid” for successful WF results (gifts of $50K-$100K) and undesignated realized bequests

•Depth of Major and Principal Gift pipeline (low% of truly qualified prospects = both capacity AND inclination)

•Continued decreases in non-personnel operating budget (-14% in past four years)

•Retaining qualified staff

Promising Fundraising Highlights

from FY 18 and FY 19

•Momentum for Creating Possibility - $35.6 M in two year –positioned to reach the $50M goal at then end of (FY 20)

•$5M Wheaton Fund goal achieved in FY 19–an all-time high

•4,038 donors to the WF – 5 year high

•Alumni participation – up each year over the all time low of 22%; parent donors increased by 19%

•Developed and successfully instituted affinity scoring system on our entire rated prospect pool

Promising Engagement Highlights

from FY 18 and FY 19•Created robust event strategies with over 60 events that engaged 400 more alumni in FY 18 vs FY 17 and the trend continues

•Met our overall goal of engaging 23% of our alumni population in FY 19

•Rolled out Senior Cord program - invites seniors to participate in a number of activities that underscore their connection to Wheaton. Seniors have to participate in 4 of 8 events or programs to get a royal and white graduation cord.

•Thank-A-Thon – during 3 days at the end of April we gave students the opportunity to sign thank you postcards for all alumni volunteers, staff and faculty. Over 1,000 cards signed by students!

•Senior class gift committee leadership identified a full year in advance; more informed student volunteers

Advancement Goals and Objectives

FY 20

•Raise a minimum of $16.2M for approved initiatives (to complete Creating Possibility - $50M over three years)

•Continue to expand donor base through acquisition and retention in order secure 4,175+ total donors

• Increase alumni engagement by an additional 2% (from 23% to 25%)

•Further refine programs to increase volunteer fundraising activity (ex. Parent’s Leadership Council)

•Continue to improve our cornerstone campus events and introduce 2 new signature events on or off campus (ex. Leaders reception in Boston 9/24)

Advancement Goals and Objectives

FY 20

•Execute our automated moves management and leverage it in order to incrementally grow a sustainable major and principal gift pipeline

•Continue to enhance and diversify our stewardship of donors and volunteers

• Implement a culture of data integrity and consistent standardization

•Continue efforts to education and build a culture of philanthropy on campus (students, faculty, staff)

Get Connected

Ways to engage and connect with othersMobile Directory (Alumni)

Desk Top Directory (Alumni)

Class Pages (Alumni)

Facebook (Alumni, Parents, Friends)

Twitter (Alumni, Parents, Friends)

Instagram (Alumni, Parents, Friends)

LinkedIn (Alumni, Parents, Friends)

Volunteer Opportunities (Alumni and Parents)

On-line speaker series (Faculty)

Events in your region or on campus (All)