creating desperate disruption - agb · 1/25/2018 · engagement & acquisition. a/b tested...
TRANSCRIPT
CreatingDESPERATE DISRUPTION
We’re a team of hardworking professionals dedicated to strengthening UConn
one relationship at a time.
Dollars Up, Donors Down
45M 48M59M 63M
81M 78M 77M72M
30.9k 30.6k
29.1k
34.4k
27.6k27.0k
24.7k
22.2k
2010 2011 2012 2013 2014 2015 2016 2017
16%
14%
12%
10%
8%
6%
4%
2%
0%
Alumni Participation in Higher Ed Nationwide
1.
Persona based research
2.
ID areas of opportunity
3.
Set achievable goals
Our Journey
Hiring Decisions
Fundraising Methods
TechnologyDecisions
Tactics
The picture can't be displayed.
Our Mission Is To Build Relationships In Pursuit Of A Better World.
#1In advancement automation
300+Higher Ed Partners
$20M+Raised from Bain Capital and University Ventures
51Of the Top 100 US News & World Report Universities
Loyalty 1.0 Loyalty 2.0
Brent GrinnaBoston, MA
Gold CustomerStatus: Lapsing
LAPSING
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8:00Tuesday, July 24
Engage. Sell. Measure.Repeat.
Fundraising Is Still Here
Engagement and fundraising efforts happen in silos.
Have Been Challenging...
“The product was developed twenty years ago and portions of the technology have not stayed current”
“The vendor is struggling to manage the expectations
of their clients”
“After spending millions of dollars, they do not feel it has necessarily
improved Development
Officer productivity”
Insights must flow seamlessly across the office.
That’s why we inventedadvancement automation
Best-in-classTools
Holistic View of Prospects
Streamlined Collaboration
Real-time Insights
Measure TeamPerformance
UConn’s Social Footprint
1,875,378 Digital Interactions770,240 Constituents
197,982 Contact Reports178,959 People on LinkedIn
Engagement & Acquisition
A/B Tested EverTrue segment vs. location-based segment.
The EverTrue email:
● 46.1% open rate (vs. 16% ave rage open rate across all segments)
● 2.4% clickthrough rate (vs. 1.6% ave rage clickthrough rate ).
Highest attendance rate in 4 years.
Fundraising
U.S. News & World ReportRankings Campaign
EverTrue’s engaged on Facebook audience garnered a 21% open rate and a 2.3% click rate—generating 74 gifts over a several-day period.
Interest-Based Prospect Discovery
Regional Fundraising Trip
✓Location
✓Capacity
✓Unassigned
✓At least 5 yrs of giving
Regional Fundraising Trip
Draw to search on mobile, identified David who worked 3 blocks away.
David DonorClass of 1982
Vermont Trip
Lisa ShawClass of 1979
My Travel
David DonorClass of 1982
Vermont Trip
Lisa ShawClass of 1979
1 Year Later...
Jill AshtonDirector of Development, UConn School of Business
"I use EverTrue in my everyday life. It is a fabulous tool to a development officer. It makes life very simple in terms of looking donors up as well as finding new donors. I also love the ease of being paperless!"
Total likes 912,235 Total like s 1,540,878 Total like s 863,075 Total like s 2,252,151
Total like s 2,352,604 Total like s 1,667,931 Total like s 299,205 Total like s 224,677
Your Social Footprint
John Grice,Assistant Director of Annual Giving
With social data, targeted the right audience for a marching band campaign and increased donations by 40%
“EverTrue has been tremendous in helping us engage alumni digitally and target the right people for campaigns. We would not be as effective in the digital realm without it.”
Troy Schnack,Major Gifts Officer at the West Point Association of Graduates
Engaged 3,000+ Army football fans with Facebook post. Within minutes, booked meeting with exec at a Fortune-50 corporation.
“Using the Facebook Events information in EverTrue allowed me to rapidly identify donors I was previously unaware were traveling across the country to attend the game.”
Join usfor dessert and cocktails tonight!
Catalina Kitchen | 9:00 pm
