The Fifth Annual Fund Survey

Share This:
Facebooktwittergoogle_plusredditpinterestlinkedinmail

For the fifth year in a row, we asked your colleagues to respond to a brief survey to track Annual Fund trends as they are experiencing them at the respective colleges and universities. Twenty-nine giving officers responded this year. The following summarizes the cumulative results of these surveys from 2009 -2012.

Don’t miss: Amy Wilson, Associate VP for Development at Widener University shares her thoughts on the data and trends in this year’s survey.

The Results

Number of participants: 2009 (27);  2010 (37); 2011 (43); 2012 (27); 2013 (29)

1. How is your Annual Fund currently doing this year?

2009 2010 2011 2012 2013
We’re staying steady this in year in our dollars 7.40% 16.20% 12.00% 20.00% 17.90%
Our dollars are up 22.20% 64.90% 84.00% 64.00% 75.00%
Our dollars are down 70.40% 18.90% 5.00% 16.00% 17.90

2. In terms of levels of giving ($1000 or more), we are witnessing:

2009 2010 2011 2012 2013
Increase in total leadership gifts 18.50% 72.20% 70.00% 58.30% 57.70%
Decrease in total leadership gifts 51.90% 11.10% 5.00% 12.50% 19.20
On par with last year in average leadership gifts 29.60% 16.70% 26.00% 29.20% 23.10%

3. For the average leadership gift ($1000 or more), we are witnessing:

2009 2010 2011 2012 2013
Increase in average leadership gifts 22.20% 52.90% 40.00% 43.50% 48.10%
Decrease in average leadership gifts 40.70% 17.60% 16.00% 17.40% 22.20%
On par with last year in average leadership gifts 37.00% 29.40% 44.00% 39.10% 29.60

4. For leadership gifts of $5,000 or more, we are witnessing:

2009 2010 2011 2012 2013
Increase in dollars at this level 19.20% 55.90% 45.00% 66.70% 51.90%
Decrease in dollars at this level 46.20% 14.70% 15.00% 0.00% 14.80%
On par with last year in gifts at this level 34.60% 29.40% 39.00% 33.30% 33.30%

5. For leadership gifts of $10,000 or more, we are witnessing:

2009 2010 2011 2012 2013
Increase in dollars at this level 14.80% 45.50% 49.00% 37.50% 59.30%
Decrease in dollars at this level 55.60% 24.20% 15.00% 8.30% 18.50%
On par with last year in gifts at this level 29.60% 30.30% 37.00% 54.20% 22.20%

6. In terms of the number of alumni donors, we are:

2009 2010 2011 2012 2013
Holding steady this year in number of donors 11.10% 16.20% 23.00% 12.50% 29.60%
Our donor numbers are up 14.80% 64.90% 44.00% 50.00% 33.30%
Our donor numbers are down 74.10% 18.90% 33.00% 37.50% 37.00%

7. Of alumni donors solicited, participation for this fiscal year is expected to be in the following range:

2009 2010 2011 2012 2013
Less than 10% 26.90% 5.40% 12.00% 0.00% 0.00%
10-20% 34.60% 13.50% 26.00% 24.00% 25.00%
21-30% 23.00% 21.60% 12.00% 20.00% 17.90%
31-40% 0.00% 32.40% 29.00% 32.00% 32.10%
Above 40% 15.40% 27.00% 22.00% 24.00% 25.00%

8. Compared to the last fiscal year, I anticipate our Annual Fund dollars to be in the following range by the end of this current fiscal year:

2009 2010 2011 2012 2013
Level (no growth) 11.10% 5.40% 7.00% 12.50% 0.00%
Decrease by 1-5% 25.90% 5.40% 2.00% 4.20% 14.30%
Decrease by 6-10% 22.20% 5.40% 0.00% 4.20% 0.00%
Decrease by more than 10% 22.20% 5.40% 0.00% 4.20% 0.00%
Increase by 1-5% 7.40% 56.80% 51.00% 54.40% 53.60%
Increase by 6-10% 11.10% 24.30% 30.00% 25.00% 17.90%
Increase by more than 10% 0.00% 2.70% 9.00% 0.00% 14.30%

9. In terms of online gifts, we are witnessing:

2009 2010 2011 2012 2013
Increase in number of online gifts 52.00% 77.80% 76.00% 96.00% 84.60%
Decrease in number of online gifts 8.00% 8.30% 5.00% 0.00% 3.60%
No change in the number of online gifts 8.00% 8.30% 5.00% 0.00% 11.50%

10. For the coming year, I anticipate the trend in general annual giving to be:

  2009 2010 2011 2012 2013
No change from last year 18.50% 11.10% 7.00% 20.00% 10.30%
A general increase in annual giving 14.80% 83.30% 93.00% 72.00% 79.30%
A general decrease in annual giving 66.70% 5.60% 0.00% 8.00% 10.30%

twitter-bird-light-bgsJoin the conversation! How is your program faring? What do you see as the major Annual Fund trends going forward? Tweet us at @woolbrightgroup.


The Woolbright Group’s services include counsel in strategic planning, board development, leadership and team building, capacity building, training in effective fundraising and solicitation skills, and more. For more information, please contact us.

Follow Us:

  • Facebook
  • Twitter
  • Linkedin
  • Youtube