The Sixth annual Annual Fund Survey

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For the sixth 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. Thirty three giving officers responded this year. The following summarizes the cumulative results of these surveys from 2010 -2014.

Don’t miss: Martha Krohn, Assistant VP, Advancement and Annual Giving Programs at University of Rochester shares her thoughts on the data and trends in this year’s survey.

The Results

Number of participants: 2010 (37); 2011 (43); 2012 (27); 2013 (29); 2014 (33)

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

2010 2011 2012 2013 2014
We’re staying steady this in year in our dollars 16.20% 12.00% 12.00% 17.90%  18.20%
Our dollars are up 64.90% 84.00% 64.00% 75.00%  63.60%
Our dollars are down 18.90% 5.00% 16.00% 17.90%  18.20%

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

2010 2011 2012 2013 2014
Increase in total leadership gifts 72.20% 70.00% 58.30% 57.70%  65.60%
Decrease in total leadership gifts 11.10% 5.00% 12.50% 19.20%  12.50%
On par with last year in average leadership gifts 16.70% 26.00% 29.20% 23.10%  21.90%

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

2010 2011 2012 2013 2014
Increase in average leadership gifts 52.90% 40.00% 43.50% 48.10%  65.60%
Decrease in average leadership gifts 17.60% 16.00% 17.60% 22.20%  9.40%
On par with last year in average leadership gifts 29.40% 44.00% 39.10% 29.60%  25.00%

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

2010 2011 2012 2013 2014
Increase in dollars at this level 55.90% 45.00% 66.70% 51.90%  61.30%
Decrease in dollars at this level 1470% 15.00% 0.00% 14.80%  16.10%
On par with last year in gifts at this level 29.40% 39.00% 33.30% 33.30%  22.60%

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

2010 2011 2012 2013 2014
Increase in dollars at this level 45.50% 49.00% 37.50% 59.30%  58.10%
Decrease in dollars at this level 24.20% 15.00% 8.30% 18.50%  9.70%
On par with last year in gifts at this level 30.30% 37.00% 54.20% 22.20%  32.30%

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

2010 2011 2012 2013 2014
Holding steady this year in number of donors 16.20% 23.00% 12.50% 29.60%  18.20%
Our donor numbers are up 64.90% 44.00% 50.00% 33.30%  51.50%
Our donor numbers are down 18.90% 33.00% 37.50% 37.00%  30.30%

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

2010 2011 2012 2013 2014
Less than 10% 5.40% 12.00% 0.00% 0.00%  3.00%
10-20% 13.50% 26.50% 24.00% 25.00%  24.20%
21-30% 21.60% 12.00% 20.00% 17.90%  18.20%
31-40% 32.40% 29.00% 32.00% 32.10%  33.30%
Above 40% 15.40% 22.00 24.00% 25.00%  21.20%

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:

20010 2011 2012 2013 2014
Level (no growth) 5.40% 7.00% 12.50% 0.00%  3.00%
Decrease by 1-5% 5.40% 2.00% 4.20% 14.30%  6.10%
Decrease by 6-10% 5.40% 0.00% 4.20% 0.00%  3.00%
Decrease by more than 10% 5.40% 0.00% 4.20% 0.00%  0.00%
Increase by 1-5% 56.80% 51.00% 54.40% 53.60%  57.60%
Increase by 6-10% 24.30% 30.00% 25.00% 17.90%  22.20%
Increase by more than 10% 2.70% 9.00% 0.00% 14.30%  9.10%

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

2010 2011 2012 2013 2014
Increase in number of online gifts 77.80% 76.00% 96.00% 84.60%  87.90%
Decrease in number of online gifts 8.30% 5.00% 0.00% 3.60%  3.00%
No change in the number of online gifts 8.30% 5.00% 0.00% 11.50%  9.10%

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

  2010 2011 2012 2013 2014
No change from last year 11.10% 7.00% 20.00% 10.30%  12.1%
A general increase in annual giving 83.30% 93.00% 72.00% 79.30%  81.80%
A general decrease in annual giving 5.60% 0.00% 8.00% 10.30%  3.00%

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.

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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.

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