1. Delivering a Customized Alumni Engagement Experience CASE III Conference Nashville, TN February 17, 2016

2. Introductions Jill Hollis ’13 Coordinator of Alumni Engagement and Special Events Email – jhollis@elon.edujhollis@elon.edu Tricia Teter ’13 Senior Alumni Engagement Officer Email – pteter@elon.edupteter@elon.edu

3. Polling the Audience Type of school Elon: Private, liberal arts – students from all 50 states and 49 countries Size of institution Elon: 5,903 undergraduate students; 27,067 undergraduate alumni Elon Office of Alumni Engagement Partner, Advocate, Investor What do you want to know?

4. Presentation Outline Challenges & Solutions Process Results Q & A

5. Challenges Solutions Small staff, many alumni, limited budget Alumni trend: moving farther from campus Alumni expectation: personal attention from staff Annual increase of philanthropic goals New staff role: Alumni Engagement Officer Menu of location-independent volunteer roles Low-commitment, high-impact volunteer opportunities Volunteer opportunities -> Engaged alumni -> Philanthropic participation

6. Alumni Engagement Officers Develop individual relationships with alumni Meet alumni where they are regionally Holistic approach to “giving officers” Engage a strategic portfolio

7. Alumni Engagement Officer Success FY 14-15 Meetings581 Percentage of Donors34.47% Volunteer Referrals209 “Thank you for visiting with me this morning. I appreciate you making time while in Cleveland to stop by and share your update on Elon and your plans for alumni participation in this area. Count me in.” – Kevin Latchford ‘94 “Nice chatting with you. Just ordered my brick!” – Chris Camia ‘09 “I just donated. More than happy to support, especially in a time when I am able. :)” - Brooke Shore ‘11 Second Year Results

8. Alumni Engagement Officer Portfolio Development Young Alumni 2015-2005 Parents $1.00:$2.37 The Elon Society 2015-2009 - $500 gift 2010-2005- $1,000 gift

9. Alumni Engagement Officer Portfolio Development Tier 1- Approximately 200 per AEO Parents rated a 6+ ($100,000 over 5 years) Parents Council or other leadership council members Parents gave a Major Gift ($25,000+) Elon Society Donors & Prospects Previous Award Winners Former Board/Council Members Tier 2- Approximately 1,000 per AEO Young Alumni (2005-2015) LYBUNTS: 700 Young Alumni (2005-2015) SYBUNTS who were engaged ("Partners" or "Advocates") in fiscal year 2015: 300

10. Alumni Engagement Officer Portfolio Development

12. Social Media Ambassadors Share university news and updates with their peers on personal platforms Meet alumni where they are regionally Low-commitment, high-impact way to give back Engage alumni through casting a wide net

13. Social Media Ambassador Recruitment Mail-merged emails: SoC alumni #ElonDay volunteers Past alumni volunteers Most recent graduating class One year term Year at a Glance SeptemberHomecoming 2015 Registration OctoberHomecoming 2015 (October 16 – 18) NovemberElon luminaries campaign DecemberAlumni volunteer opportunities JanuaryStudent update: athletics or study abroad FebruaryAlumni update: upcoming regional alumni events March#ElonDay AprilStudent update: undergrad research or performing arts MayEnd of academic year participation message

16. SMA Success FY 2014-2015: 130 volunteers FY 2015-2016: 117 volunteers

17. Questions Jill Hollis ’13 Coordinator of Alumni Engagement and Special Events Email – jhollis@elon.edujhollis@elon.edu Tricia Teter ’13 Senior Alumni Engagement Officer Email – pteter@elon.edupteter@elon.edu