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1、The Majors and the Minors:Planning for and Executing Major Gift Strategies and Increasing Annual Fund Through Small DonationsBrianne BeroganAugustana College AdvancementThe Majors and the Minors:Planning for and Executing Major Gift Strategies and Increasing Annual Fund Through Small DonationsBriann

2、e BeroganDirector of Advancement Services and Data AnalysisAbout Augustanao Small,private liberal arts college with strong Swedish/Lutheran heritageo 2,500 undergraduates50 graduate studentsAdvancement Teamo 19 staff memberso 3 full-time gift officerso 1 part-time gift officero No dedicated IT suppo

3、rto Contactable alumni=26ko Average#donors annually=6kAugustana+SlateEllucian Colleague campuso Colleague is system of record for shared information(i.e.demographic information)Using Slate for Advancement since August 2019and were still implementing o Admissions using Slate for 6ish yearso We do NOT

4、 share an instanceDonor Behavioro 15%of donors give to more than one fund during a fiscal yearo More than 50%of those donors(or 10%of overall donor population)give to 3+fundsMedian overall gift=$30Median gift on Day of Giving=$100Giving forms built to accommodate donor behaviorFundraising Methodso 3

5、 major solicitations through EAB(Fall,CYE,FYE)o One major giving“day”in Marcho Viking Club and Friends of Music campaignso Just started planning for dedicated giving days(VC=Fall,FOM=early winter)o Small-dollar and targeted campaigns throughout the yearo NEW!Double the Donation integration for match

6、ing giftsThe MajorsMajor Donor Initiatives:o$40M matching challenge for endowed scholarships o Ongoing priorities:fundraising for the annual fund,capital projects,and“popcorn priorities”Major Donor=$1,000+We primarily rely on 3 features in Slate:o Voyagero Opportunitieso Queries for tracking Current

7、 Slate State Voyager Opportunities Gift officers enter opportunities Gift processor links opportunities to pledges and gifts/pledge paymentsWe are not using Slate to its fullest potential for major donor work!o In the process of building out a Gifts Officers functionality(a.k.a.Performance Managemen

8、t)o Figuring out reporting needs Future Slate State The MinorsUsing two strategies:o Leveraging major giftso Targeting passionsWe must balance the need for annual fund dollars with our donors desires to follow their passions How do we get those small-dollar gifts?Leveraging major donor gifts to buil

9、d small-dollar donor participation.Key fundraising campaigns:o FYE+CYE(match goes to annual fund)o Day of Giving(match goes to annual fund)o Capital projects(match goes to project)Challenge Match Dollars Leveraging$250,000 in challenge match dollars to reach an overall goal of$500,000.Slate strategy

10、:o Giving Day PortaloStart with Clean Slate!Check out our 2023 DOG portal www.augustana.edu/ADay23 Day of Giving Leveraging a major estate gift+honoring 3 choir directors.Slate strategy:o Segmented communications(including video)o Dedicated giving forms Current Capital Project Challenge We use queri

11、es to create merge-ready data:o Class Letters(includes a giving summary)o Monthly Anniversary LettersWe use dedicated giving forms for athletics and special projects.Additional Small-Dollar Strategies Dashboard report tabs+Automated daily reports Real-Time Tracking Questions?Contact me at brianneberoganaugustana.edu#SlateSummit