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How Can Alumni Relations Collaborate With Development on a Giving Day?

One of the biggest challenges for alumni relations units across the country is determining how to support giving days without a direct ask. Many schools will host chapter or regional events during their day of giving—but with that strategy, you’re almost at the peril of donation technology working at a particular venue, and you’re reliant on regional volunteers to not only staff the event, but to also convey a convincing message that aligns with messaging from your advancement department.

Is there a better way for alumni relations departments to help? Absolutely, and it starts with building awareness and excitement around the day. Giving days are inherently viral, and from a participation standpoint, they won’t work if alumni don’t know about the day. At Longwood University, this task falls on alumni relations since the development team has limited marketing tools.

This past winter, we partnered with our development department to take on a unique challenge: raising $100,000 from 1,839 donors (1839 was the year Longwood was founded) for “Love Your Longwood Day.” This was an aggressive bar to hit; the previous year’s giving day (our first ever) brought in 533 donors and $65,000.

Love Your Longwood Day - Longwood Universityvia Longwood University

As an alumni relations unit, we decided that the best way to help was to raise awareness for “Love Your Longwood Day” before the actual day of giving—and to get our highest affinity alumni involved in our marketing efforts. We employed two main strategies to make this happen:

1. The week before our giving day, we held a large-scale event in an area with the highest concentration of Longwood alumni.

The giving day was passively promoted everywhere in the venue—we put it on the name tags, guests took pictures with a promotional social media frame, and we asked everyone to spread the word instead of directly asking them to give.

Love Your Longwood Day - Longwood Universityvia Longwood University

Not only did this event end with donations on “Love Your Longwood Day,” but it also provided us with digital capital and imagery that we could use to promote the giving day in the week leading up to the challenge. It also had a viral effect, as event attendees shared pictures of themselves at the event with “Love Your Longwood Day” prominently displayed for all to see.

2. We engaged our “alumni army” (aka the people who participate in our “1 Hour a Month” volunteer program).

We asked our 500 or so volunteers to focus their efforts during the month of February on the giving day, whether by spreading the word on social media or by telling a friend. This effort was tremendous, and those alumni quickly became network catalysts for the day of giving.

It’s impossible to fully quantify our impact on “Love Your Longwood Day,” but we did learn that almost 25 percent of donors were members of our 1 Hour a Month program. We wound up sailing past last year’s numbers—and our bold goals—with over 2,200 donors and $126,000 raised.

As alumni relations professionals, we owe it to our development partners to support giving days. We hold all (or most) of the marketing arrows in our quiver with social media, email, and more, and giving days provide us with an excellent opportunity to get creative with those tactics and to be a fruitful campus partner.

For more tips on identifying social media ambassadors for giving days, check out our case study with Oklahoma State University.


Parks Smith is the director of alumni relations and a 2008 graduate of Longwood University. You can follow Parks on LinkedIn or on his Twitter @RVAparks.

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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