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How to Launch an Alumni App

Your school has made the awesome decision to work with EverTrue and create an alumni app to promote networking and keep alums up to date, all on their mobile devices.  Congrats! But now the question comes, how are you going to get this app in the palm of your alum’s hands? Working with new clients, I am asked this question daily and wanted to put together a sampling of some best practices to make your EverTrue launch most effective.

Remember, promoting your school’s app is not just a “one and done” experience, but rather a process.  Every time you promote the app whether in person or online, you are going to get someone new to notice and download.  EverTrue works with your school for the initial launch email, a mobile friendly announcement coming from your office, but there is much you can do after the dust settles to continue promotion.

1.) Prep your alums for the app, get them excited! Woodberry Forest School included a short line in their monthly e-newsletter and reunion announcement to remind alums to bring their mobile devices to reunion.  Even though the app is not available in the app store yet, they are already creating excitement for the launch at their upcoming reunion.

2.)  Make it social! Continue to promote the app through your social media channels.  Looking for an easy tweet?  Throw out a reminder about the app at least weekly on those channels.

3.)  Event Assists: St. Paul’s School created a banner that they bring to all their events to help promote the app.  Here are Jesse and Brent posing with this banner when they crashed an SPS alumni event last fall (yes we are reunion crashers!).  Also, have your development team take the app with them to all events on an iPad or iPhone.  Use the app on an iPad at registration to have all alumni verify their information as they make a name tag and check in!

4.)  FAQ pages: A few schools we work with have created FAQ pages to help answer alum’s questions about the app.  BB&N did a nice job with this on their website.

5.)  Video: Nothing says fun like a video promoting your app! Both SPS and Wheeler School used iconic faculty and staff in their humorous video launching the app. Check it out!

6.)  Make it news! When Roxbury Latin School launched their app, it was a top news story on their school’s homepage.  This type of news can be attractive to all those visiting your site- a perspective student seeing how cool their alumni group will be after graduation, a perspective teacher seeing the school’s use of technology stretching outside the classroom, parents intrigued with mobile technology-all can delight in this news.  Not to pit notorious prep school rivals against each other, but Belmont Hill School, included an ad for their app in their alumni magazine.  A great idea for app promotion in another source of school news.

7.)  Incorporate: Both Potomac School and University School development officers have added links to download their app within their email signatures.  When emailing with alumni and donors all day long, its smart to have the people in your school who interact with alumni most include this reminder.  While an alum might not have seen your launch email, they might notice the app for the first time when you email asking them to join at a local reception or to make a gift.

8.)  Postcard: It might be a bit ironic to send paper mail about a mobile app, but many schools have chosen this type of announcement.  Many alums opt out of emails so this is a good way to capture those who may not be digital diablos. Isidore Newman SchoolWinchendon School and Virginia Military Institute all went the postcard route.

Did your school have a great promotion of their EverTrue app?  Let us know!

EverTrue!

Courtney

Endowment Spending & Growth Calculator

Enter your fund's current value and adjust the return, spending, and inflation sliders to see how its value in today's dollars changes over time.

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4. Continue to Steward Donors

Your relationship with the donors who give to your endowment doesn’t end when you secure their gifts. Because your endowment exists to make a difference in the long term, your supporters will want you to keep in touch about its progress. Ongoing stewardship means keeping donors updated about your endowment’s performance and impact. A report that strengthens your relationship with donors should cover:
  • The fund’s balance at the start and end of the year
  • Spending amounts and allocations
  • How the fund’s returns compare to your investment targets
  • A short narrative detailing the specific impacts the endowment achieved
Create a report for each endowment rather than sending an identical document to everyone. A donor who endowed a scholarship wants to hear about the students it supported, while a donor who endowed a building fund wants updates on construction projects.

5. Upgrade Your Endowment Management Tools

Your endowment management tools should make applying your spending policy across every fund easy. Investing in dedicated software is especially useful as your endowment grows. Handling unitization in spreadsheets might work for a few funds, but as you begin to manage dozens or hundreds of gifts, dedicated software can save your team time spent manually calculating gains and losses for each one.

Why Nonprofits Need Dedicated Endowment Management Software

Dedicated endowment software brings accuracy and consistency to every part of the management process, from tracking individual funds to improving security. See how these solutions compare to a spreadsheet-based approach: nfographic table outlining the information below.

How These Methods Compare:

In managing your endowment with traditional spreadsheets, you may see:
  • High administrative burden: Manual entry across disconnected systems
  • Limited security and audit footprints: Reduced version control and audit trail visibility
  • Difficulty with donor transparency: Spreadsheets provide only static data that is difficult to turn into custom results.
By using dedicated software, you are likely to find the following improvements:
  • Lower administrative burden: Automated fund tracking and calculated allocations
  • Enhanced security and audit footprint: Audit-ready reconciliation with clear tracking
  • Greater donor transparency: Connects with reporting platforms
Dedicated endowment management software keeps your organization compliant while freeing up the time your team once spent manually managing spreadsheets.

Secure Your Endowment with Balance by EverTrue

Effective endowment management begins with excellent accounting. Balance by EverTrue handles unitization, applies spending rules, and produces audit-ready reports, so your team can spend more time on the donor relationships that built the fund in the first place.
  • Turn your data into a clear picture of long-term impact. Combine accurate fund accounting with donor reporting that showcases impact.
  • Connect with the tools you already use. Pair Balance with Impact by EverTrue and ODDER by EverTrue to create and deliver compelling digital endowment reports that you can send to donors with ease.
  • Know where every fund stands in real time. Check market values, gift history, and available spending for any fund. Then, share view-only versions with your team, so everyone stays informed.
With Balance, your team can stop spending all your time on manual management and instead add balance to your endowment workflow.

Additional Resources

To learn more about managing your endowment and other ways that technology can help your organization, check out these additional resources: Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.
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