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Alumni Relations & Fundraising

Alumni Relations & Fundraising


Questionnaire on Fundraising Practices in US universities



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style='font-size:11.0pt;font-family:Arial'>We are a group of students from the University of Bath in the UK carrying out research on behalf of the School
of Management Alumni & External Relations Office. We are currently studying
on exchange at the University of Virginia, and as part of our study, we are
investigating best practices fundraising in prominent
US Business Schools, looking at both Undergraduate and Graduate programs.



style='font-size:11.0pt;font-family:Arial'>This questionnaire forms an
essential part of our research and we will be grateful if you could answer the
following questions. Any information you provide us will be used for our
research purposes only.
The questionnaire takes about 15
minutes to complete. Where you feel several answers to a question are
appropriate for your institution, please check all that apply.



1. Please describe how fundraising is organized within your University?
2.   How do you manage competing interests between fundraising departments? E.g. a graduate from the business school that played Varsity football
3. a) How many people are employed to work on fundraising and development centrally?
b) How many people do you employ to work on fundraising and development in your Business School?
4.   Which of the following fundraising teams do you have?
5.   What metrics do you use to evaluate the success of development officers?
6.   How do senior leaders in your Business School champion fundraising
7. Approximately, what percentage return do you expect to make on your investment in development activities?
1.   What % of students are you obliged to take from within state?
2.   What % of total operating budget do you receive from the state ?
3. How has state funding changed over the last twenty years?


a) as a % of total funds raised

b) In absolute terms

Fundraising Process



1.   How have you developed an understanding of your alumni’s propensity to donate?
2.   How do you segment them for fundraising purposes?
3.   Do you find international alumni differ from US alumni in their propensity to give?
1 A) Please give details of your last major fundraising initiative?
B) What was the duration of this campaign?
2.   How do you prepare for a fundraising campaign?
3.   How do you determine areas in need of funds before a campaign?
4.   Who was/ is the Champion(s) for this campaign?
Corporations including foundations
Alumni
Other
6.   Please describe how you recognize donations made to a campaign
7.   What do you feel are the key factors that motivated alumni to donate to this campaign?
8. What challenges did this capital campaign face?
1. Describe the uses of the annual fund?
2. What groups donate to the annual fund?
2. How much was raised for the annual fund in the last financial year?
3. What was the % participation rate for this campaign?
4. For what % of alumni do you hold up to date contact information?
5. Do you include alumni without up-to-date contact information in your participation rate?
6. How do you measure the sucess of an annual fund?
7. Approximately what % of last years donors would you expect to donate this year?
8. Approximately what percentage of total participation and total donations occur as a result of:
Direct mailings
Telephone calls
Visits by annual fund team to donors
Peer to peer solitations (alumni targeting alumni)
Other
% of Total Participation
% of Total Donations
a) Over how many years are donors encouraged to comit to supporting the annual fund?
b) What percentage of participants make such a commitment?
c) What percentage of total annual fund donations can be attributed to multiyear commitments?
10. Please describe any donor clubs that exist for different levels of giving
11. What is the length of a telephone campaign?
12. What is the basis for recruiting student callers?
13. How does the team select which alumni to target for the annual campaign?
14. Which of the following do you use to inform donors about the use of their funds?
15. How do you remind donors that their gift is appreciated?

Corporate Donors



1.   How do you identify the most likely corporate donors?
2.   How do you engage the corporate donors?
3.   What are the perceived benefits for the corporate donor of involvement with your school?
Name
Position
School Name
E-mail

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