Customer Stories:

How Illinois State Turned Student-Powered Video and Smart Segmentation into $8M in Annual Gifts and Uncovered a $960K Major Gift

WHO:

Illinois State University’s annual giving program is led by Jillian Nelson, Senior Managing Director and a 20-year, self-described “higher-ed fundraising lifer.” Her team runs the annual giving program and engagement center (student ambassadors), partnering closely with campus creatives (designers and videographers) to produce campaigns that are fun, donor-centric, and effective.

THE CHALLENGE:

Like many institutions, Illinois State needed to do more with less while breaking through communication noise to re-engage lapsed donors, retain loyal supporters, and move more people up the pipeline. Internally, they faced two common myths:

“Shut down the call center, phone is dead.”

“Annual giving is just a starter job; major gifts is where the ‘real’ work happens.”

Jillian disagreed. Rather than abandoning their student talent, the team re-imagined the call center into an engagement center focused on depth over volume, discovery over churn, and student-led authenticity across channels.

WHY EVERTRUE:

Video is a critical tool in Illinois State’s toolbox. The team uses ThankView by EverTrue to:

– Put students in front of donors with authentic, personalized messages.

– Deliver anniversary messages, renewals, and follow-ups that feel timely and personal.

– Script efficiently (teleprompter-style) while leaving space for students to add personal details donors love.

– Scale personalization: trained student ambassadors can record large batches of one-to-one videos quickly.

– ThankView complements Illinois State’s broader, integrated cadence: direct mail as the anchor, plus email, text, social, and student touchpoints during focused 6–8 week micro-campaigns.

The Results:

– Record year: $42M+ raised institution-wide, including $8M from annual giving (gifts under $25K).

– Major gift discovery from students: an engagement-center conversation led to a $960,000 gift; in the prior year, the same approach surfaced $60,000 in major gifts.

– Scalable personalization: student ambassadors routinely record high-volume personalized videos in a single shift.

– Creative recognition: Illinois State won a CASE Gold award for their Giving Day LEGO stop-motion video (“Let’s Build Birds Together”) as well as an EverTrue Innovator Award for “Personalized Engagement Pioneer.”

– Sparked enthusiasm internally, with staff and volunteers eager to participate again

– Laid the foundation for annual milestone stewardship and expanded outreach moving forward

The Full Story:

When Jillian Nelson looked at Illinois State’s phone program, she didn’t see something to cut, she saw a core competency: students. The move wasn’t to call more alumni; it was to train students to have better conversations, ask smart questions (including those that reveal wealth indicators), and follow up with the right next step.

The team rebuilt the call center into a true engagement center:

  • Smaller, stronger team: 15–20 paid student ambassadors (down from around 50 previously) working 16 hours/week, recruited and compensated as one of the best-paying jobs on campus to match higher expectations.
  • Portfolios that make sense: students are paired to colleges/majors (e.g., nursing with Nursing, business with Business) so they can speak authentically, swap stories, and ask better questions donors actually enjoy answering.
  • Clear training and tools: a full-time staff manager runs onboarding and ongoing training modules. Students use ThankView with teleprompter scripts (pre-approved) plus space to add a personal note (e.g., “what I’m learning this semester”).
  • Quality where it counts: everyone records core videos (e.g., pledge thanks, anniversaries). Students who are great on camera handle specialty assignments (e.g., President’s Circle renewals for donors giving $1,500+).

On the campaign side, Illinois State runs integrated micro-campaigns all year long. Each six-to-eight-week sprint anchors on direct mail (which Jillian says has grown, not faded), surrounded by personal video, email, text, and social. They also segment deeply, especially renewals, using variable data and department-level personalization (about 42 versions) so an Accounting alum hears what’s new in Accounting, with funds and talking points the department provided.

The team is intentional about where the time goes. They automated recurring tasks, like anniversary letters via a Marketing Cloud donor journey that creates tasks for students, to free up capacity for higher-impact work: retention, upgrades, and discovery. And they balance high-production creative (e.g., mascot-led Giving Day videos like “Birds Give Back,” Reggie Redbird as the “celebrity,” and the CASE-winning LEGO piece) with scrappier student-shot content (like a Valentine’s-themed ambassador-recruitment video filmed on tablets). Both styles work, because both feel human.

Most importantly, the data says the student-led, multi-channel, retention-first approach is paying off:

  • A single engagement-center conversation led to a $960K gift that would have been missed in a churn-and-burn model.
  • The prior year, the same approach uncovered $60K in major gifts.
  • Institution-wide giving hit $42M+, with $8M from annual giving alone.

Jillian’s takeaways for peers are refreshingly practical:

  • Don’t kill student engagement: evolve it. Train students to listen, ask smart questions, and pass insights for follow-up.
  • Define success up front. Illinois State optimizes for retention, upgrades, and pipeline, not just raw donor counts.
  • Use video where it shines. Authentic student ThankViews, even when you can see the eyeballs reading, work.
  • Cut to create capacity. Automate what you can so you can personalize what matters.

In short: keep the students, keep the mail, add the video, and align it all. At Illinois State, that mix is turning friendly touchpoints into real relationships and real results.