New 1:many cadences with automated emails, reusable templates, and more in Signal

DonorSearch identifies prospects in your database with the capacity and intent to give.

Missed the live session? Watch our on-demand webinars anytime to get guidance from industry experts.

Social Campaigns We Love: Middlesex School’s #WhyMX

For independent schools and higher-ed institutions, keeping alumni involved is never an easy task. Email campaigns, special events, and social media are just a few ways in which alumni offices do their best to communicate with former students. But what can schools do to keep this kind of content fresh and engaging?

Leave it to our customers—we are constantly impressed with their creativity when it comes to connecting with their constituents. Today we’re proud to feature our customer Middlesex School, an independent 9-12 in Concord, MA that blew us away with their outstanding photocampaign, #WhyMX. Using social media, Middlesex was able to bring together students, alumni, and parents to share their love for MX.

So how did the campaign work? On Facebook, the team asked current students to send in a picture encapsulating why they love Middlesex. After receiving an outpouring of submissions, the team created a #WhyMX Facebook album on the school’s page. Acting as a powerful reminder of the warmth of the Middlesex community, the campaign featured images ranging from cross-country runners to beautiful sunsets on campus, each with captions created by the students.

 

Alex Hanken, a member of the social media team at Middlesex, emphasized that sourcing content from students made for an inspiring and genuine campaign:

“The final product was really authentic with the students’ voices at the forefront of the campaign. After all, they are the Middlesex brand. Rather than coming up with something within our office, we wanted to try to channel their energy and enthusiasm for Middlesex.”

After its initial success, Middlesex took the project a step further and asked parents to answer the same question. Again, a great response rate left the social media team with loads of Facebook comments from parents—and plenty of engagement data to help identify parents who may be interested in giving.

 

Now, the social media team has created a new project that specifically encourages alumni to participate in #WhyMX. They’ve turned the images into giving links, a fun way to encourage donating to the school while establishing a sense of community among all Middlesex constituents. As Alex explained, the images will hopefully “act as a reminder of why current students love the school and how we hope alumni value Middlesex as well.”

Middlesex’s campaign clearly illustrates the power of student voices (and of course, the power of the hashtag!). Any educational institution can learn from this project—the best resource for creating engaging content may be the most involved and easily accessible part of the community: the students.

Click here for more on how the Middlesex School utilizes social insights to power their fundraising!

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.

$
6.0%
0%12%
4.0%
2%7%
3.0%
0%8%
10
5 yrs25 yrs

Value in 10 years

$0

In today's dollars

$0

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.
0 0 votes
Article Rating
Subscribe
Notify of
guest
0 Comments
Oldest
Newest Most Voted
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x