In our last issue, we presented Part I of an interview with two savvy young professionals on how social media is being used by Advancement on two college campuses in Boston. This month, you will find Part II of “Using Social Media to Engage Your Alumni and Donors.” If you missed Part I, or would like to go back and re-read, you will find the article in the November 2009 issue of Bright Ideas here. If you and your colleagues are using social media in unique or ground-breaking ways to facilitate communication with students, alumni, parents, donors and other constituencies, please share your comments by e-mail at info@woolbrightgroup.com

Another two-part article, “Building a Culture of Philanthropy,” concludes in this issue. In November, we heard from Penny Hunt, Vice Chancellor for Development, University of Illinois at Chicago and Woolbright Group principal, who advised us on creating a culture of philanthropy from the top down. This month, Cynthia Woolbright gives us her perspective on nurturing philanthropy among students. Once again, we would love to hear from you on this subject!

In April 2009, we sent out a survey to a group of annual fund officers asking for feedback on the state of the annual fund as compared to the prior year. We sent the same survey again in late January 2010 to a select group of Annual Fund officers primarily from private, liberal arts colleges to gauge how annual fund programs have fared over the past six months. What a difference the last nine months have made! The results of both surveys are presented here to give you perspective on what, if anything, has changed since we last visited this subject in early 2009.

Let us know what you think of this month’s issue, and/or please send your recommendations for topics you would like to have us explore in upcoming issues of Bright Ideas. Send your ideas to: info@woolbrightgroup.com.

Thank you.
The Woolbright Group



Announcements

The Woolbright Group is very pleased to announce the addition of four new clients: 

  • Radford University, Radford, VA (benchmarking project for the advancement program);
  • Cornell University, Ithaca, NY (executive coaching)
  • Bivona Child Advocacy, Rochester, NY (development assessment/audit and feasibility study)
  • Our Lady of Mercy High School, Rochester, NY (development assessment/audit)

CASE District 1 Breakfast Series:

Board Development: From Recruitment to Assessment of Trustees

Friday, March 12, 2010, Cynthia Woolbright, President, The Woolbright Group; Lasell College (Newton, MA); 8:00am, Continental Breakfast and Networking; session from 8:30am to 10:30am

CASE Webinar Series:

Assessment and Evaluation of Trustee, Thursday, April 8, 2010; online, 2-3:30pm, EST, Cynthia Woolbright, President, The Woolbright Group, Barbara Taylor, Governance Consulting, Trish Jackson, Trustee, Scripps College; click here for more information.

 
 

In This Issue

 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 

 
 

 

 

 

 

 

 

 

 

 




Using Social Media to Engage Your Alumni and Donors
Interview with
Mary Ann Cicala ‘99, MA '09
Associate Director of Alumni Relations, Emerson College, Boston, MA

Jennifer Conboy
Associate Director, Electronic Communications
Office of University Advancement
Boston College

This segment concludes the two part interview on using social media to enhance Advancement communications. You will find Part 1 of the interview in the November 2009 issue of Bright Ideas .

WG: Are there specific advantages for using one platform over another, or do they serve an integrated and mutually beneficial purpose?

Mary Ann: Fads are coming and going daily when it comes to Social Media. And for this reason, I believe that institutions benefit most when they have an integrated approach to using multiple social media platforms. That said, I believe the top four social media platforms as of today (October 8, 2009) are: Facebook, LinkedIn, Twitter, and YouTube.

WG: Do you think you have greater insight into your constituents’ behaviors and needs due to the interactive qualities of social media?

Mary Ann: Absolutely. I wish we had enough money to hire 10 people into our research dept. With Facebook, we don’t take any emails or phone numbers even if people put it out there. But with LinkedIn, any time someone joins, we get their professional information and email address. It’s a quick and easy way to update our database. Emerson College, without a doubt, has greater insight into our constituent’s behaviors by engaging with our alumni through social media. Just take the long list of data that Facebook collects in its profile:

Your name, your profile picture, your gender, your birthday, your hometown location (city/state/country), your current location (city/state/country), your political view, your activities, your interests, your musical preferences, television shows in which you are interested, movies in which you are interested, books in which you are interested, your favorite quotes, the text of your "About Me" section, your relationship status, your dating interests, your relationship interests, your summer plans, your Facebook user network affiliations, your education history, your work history, your course information, copies of photos in your Facebook Site photo albums, metadata associated with your Facebook Site photo albums (e.g., time of upload, album name, comments on your photos, etc.), the total number of messages sent and/or received by you, the total number of unread messages in your Facebook in-box, the total number of "pokes" you have sent and/or received, the total number of wall posts on your Wall™, a list of user IDs mapped to your Facebook friends, your social timeline, and events associated with your Facebook profile.

Jen: We don’t collect any information. Our research department does when they are doing research on prospects. We haven’t had the resources to dig into the data.

WG: Has the use of social media replaced one-on-one meetings or personal contact? Do you think it ever will?

Jen: Definitely NOT! Not personal enough. I don’t think that social media is going to replace the personal contact. I don’t think you can just blast that out and expect people to respond.

Mary Ann: I hope that social media will never replace one-on-one meetings and personal contact. However, if used efficiently, social media can serve as an entree to cultivating relationships that lead to personal contact. What’s interesting is that we’ve never done a tweet about “make a gift,” but I met with the volunteer who is heading up her 10 year reunion. On her Gmail status and Facebook page she asked her friends to make their year-end gifts to their alma mater. People responded, so from peer to peer it works.

WG: Have you changed any other facets of your overall communications and/or campaign strategy as a result of the feedback you get?

Mary Ann: we’re just a bunch of rule-breakers here. The Institutional Advancement office has a strict policy that we leave minimum of 48 hour window between email communications. So we use Facebook to fill the gaps, i.e., when we can’t get something out via email. The alumni relations team is constantly evaluating our communication strategy based on feedback from alumni. We receive this feedback in the way of emails, tweets, comments on our “wall” and discussion groups, and conversations with alumni. The Institutional Advancement office has a strict policy that we leave minimum of 48 hour window between email communications.

Jen: Emails have grown to five a day to different chapters; I am guessing people receive two to three emails a week. What we’re trying to do is use social media instead of email to get messages out. But since they are opt-in, it’s been difficult to make the change. Last year was the first that our fundraising focus was on electronic communications. We had a very successful year: our goal was 25,000 donors and over 26,000 donors gave. People did complain, but we got to the goal. The unsubscribe rate is not drastically high. We’re going to modify [the strategy] this year, maybe short bursts instead of a steady stream of emails.

WG: Have you implemented formalized training in social media strategies for staff? Who makes the policy and/or creative decisions about social media?

Jen: you have to know how to use these things; alum assoc are training newcomers on their own.

Mary Ann: Outside of attending the occasional professional development panel or presentation on Social Media, Emerson College has no formal training in this department. That said, the Social Media working group meets monthly to review policies and goals and share information. Additionally, our annual fund team has incorporated a “book club” component to their weekly team meetings. Currently, they are reading the book Trust Agent, by Chris Brogan. Each week they are assigned one to two chapters of reading from the book and they discuss how the development team might incorporate ideas from the book in their current strategy.

WG: What, so far, have been the benefits of using social media at your institutions?

Mary Ann: We’re friend-raisers [laughs]! Like other higher education institutions, Emerson College has a strong need to broadcast information to a range of audiences, including prospective students and parents, current students and parents, faculty, staff, alumni, and others. We have used social media as a supplemental platform to release news, important messages, and event information to those audiences. An “official” presence on these platforms allows Emerson College to broadcast messages directly from our Public Affairs, Alumni Relations, and Admission offices or other on-campus areas.

The variety of social media platforms allow Emerson College to communicate both internally and externally while also networking with and engaging constituents globally. We recognize that engaging alumni and friends of the college through social media has become part of the trade. Using social media for marketing and public relations has become essential because the most crucial stakeholders to a college—students, potential students, alumni, and parents—are all using these tools.

Jen: The more you’re engaged the more likely it is that you’re going to make a gift. It is difficult to measure results, but last year we very successful so I expect to keep doing it. We are driving people to our sites by using these tools. And, we use Bitley which provides free tracking. I have done some of that, but it takes time.

WG: How are results measured? Are you witnessing more gifts, more participation in giving? How are you measuring this against traditional methods of fundraising?

Mary Ann: Although Emerson College’s creative services team tracks internal and external hits via Google analytics, the College does not currently have formal benchmarks to measure our success with social media. The current social media group made up of Emerson College staff are working together to develop a policy, strategy, and best practices guide for social media use at Emerson College. The policy will most likely comprise of a process for creating official presence on the various platforms available. Requirements might include informing the appropriate advisory departments, getting approval for creating an official group, and incorporating the official brand and guidelines set in Emerson’s any policies that result from this working group.

Once a strategy has been established, offices producing content or responding to user questions and comments will likely have representatives that administer the public presence on these channels to help retain a consistent voice and tone. Additionally, goals will be set for the amount and type of content the administrators will add. After administrators have been assigned and goals have been made, the administrators will work to promote the each platform in order to increase the engagement of other users.

Emerson College is undergoing a complete website redesign, with an expected completion date of March 2010. During the redesign process, the social media strategy will be integrated into the new site so that users can easily go from the various social media platforms to www.emerson.edu, and vice versa. Emerson’s social media presence will continue to be used to drive more users to the official college website.

WG: Do you worry that all your efforts to develop your Facebook (or alternatives) presence could be wasted, when there is a chance that Facebook will one day become old hat, replaced by the next great thing?

Mary Ann: I don’t worry about any efforts the alumni relations team is investing to develop
our Facebook presence—or for that matter LinkedIn, Twitter, YouTube or any other platforms. We’ve already experienced the wave of MySpace users who flocked in droves to Facebook. While we still have some official Emerson profiles and groups on MySpace (just in case), we have focused our attention on what we consider the top four platforms: Facebook, LinkedIn, Twitter, and YouTube. At the end of the day, each platform has allowed us to develop our strategy and hone our message. When the next social media fad surfaces, we’ll be ready to ride that information wave.

Jen: that’s just part of the job, and keeping up is the exciting part for me. There is going to be something new in two years! It doesn’t make sense not to do it, so we’ve got to be willing to adapt.

WG: If one has limited time and budget, how might one determine what approach would be best for their institution?

Mary Ann: The beauty of social media is that, in most cases, it’s free and easy to use. With a limited budget, the essence of time management ends up feeding the bottom line. My suggestion is to have a plan that places an emphasis on branding and an integrated marketing and just dive right in.

Also, never overlook the value of empowering your volunteers to help manage the work flow. The reality is that, if your institution has not already built a formal presence on these social media platforms, a well-intentioned constituent has probably already built what I call a “bandit page or identity.”

Going back to the Third Places analogy, an online community is a community that exists offline first. And if your institution is not providing that opportunity for your community to connect, someone else will! Your institution stands a much better chance at controlling its own image and reputation if an administrator sets up a formal profile than if a random member of its community sets one up.

WG: What advice would you give to a team that hasn’t yet gotten on the social media bandwagon, but aspires to?

Mary Ann: Come on in, the water’s fine! If you’re still a little nervous about jumping in the ocean, here is some recommended beach reading:

Blogs & Online Articles:
http://www.alumnifutures.com
http://mashable.com
http://www.ChrisBrogan.com
http://www.doteduguru.com

Faculty Focus. "Twitter in Higher Education: Usage Habits and Trends of Today’s College Faculty." Faculty Focus | Focused on Today’s Higher Education Professional. Web.

Falls, Jason. (June 15, 2009). The Key to Developing a Social Media Strategy. Message.

LeFever, L. S. (2008). "Vide, fromo: Social Media in Plain English." Retrieved June 29, 2009.

Rueben, R. (2008, August 19). The Use of Social Media in Higher Education for Marketing
and Communications: A Guide for Professionals in Higher Education
.

Books:
Trust Agent, Chris Brogan
Groundswell, based on analysis by Forrester Research

Jen: It’s good to just try it out. I recommend that you judge how much of your audience is on Twitter or Facebook; these are better for pushing information out. I’d start with one and try it. Twitter is better for people who value their privacy. LinkedIn is very hands off; you can let it grow on its own if you don’t have the staff time.

WG: Thank you very much!

Both: You’re welcome!

Building a Culture of Philanthropy – Part 2 of 2
By Cynthia Woolbright, President, The Woolbright Group

In our last issue of Bright Ideas my esteemed colleague, Penny Hunt, Vice Chancellor for Development, University of Illinois at Chicago and Woolbright Group principal, discussed strategies for creating and nurturing a culture of philanthropy as a powerful context in which our advancement efforts are more likely to succeed. Her focus was on the uppermost echelon, i.e., a top-down commitment to development. Today, I will share some key strategies for engaging students in their institutional development efforts, with the goal of instilling a lifelong sense of philanthropy and, of course, commitment to an alma mater.

So, how does one create a culture of philanthropy among students? Here are some key strategies that are suitable for small, private colleges and independent schools, as well as for larger, public and private colleges.

• Establish a student advancement program: Working with key student affairs staff and key student leaders, the formation of such an association (commonly known as SAA) can build interest and support for the institution. Some SAA’s organize Homecoming activities and serve as ambassadors for activities and programs with the President’s office, Alumni Relations and development functions, while other SAA’s will help plan reunion activities for the alumnae/i and provide campus tours for prospective students. Based upon your own institution priorities, SAA members are likely to gain a broader understanding of the importance of alumni in the workings of the institution, the philanthropic support they provide and much more. For more information on organizing a student advancement association, please contact Robyn Neeley at asap@case.org or call: 202.478.5632.

• Educate student phonathon workers: While gainfully employed, these students can be learning more about the institution, the critical role of alumni in service to the institution, and the philanthropic support provided by donors. Quality orientation and on-going training is critical to these students’ success.

• Create a class giving program or event: Beginning with the first year of college, or the ninth year of independent school, students can learn about philanthropy through organizing a class giving program for their college/school. The proceeds from the program can be given as a gift from that respective class, or be used to create a scholarship fund that the financial aid office can award at their discretion. Such efforts can become annual events, or be reinvented in creative new ways year to year. Regardless, once such a program is established as part of the student culture it will help educate students about the importance of contributing to their institution in a meaningful way.

• Create a senior appreciation program: Too many trees and benches? Try an appreciation program whereby students make gifts “in honor” or “in memory” of a teacher, family member, friend, or anyone who has made a difference in the life of the student. Create a special society for those students who make gifts and publicly recognize their participation. Find a creative way to acknowledge student donors on campus where others will be sure to see it. Then, send an acknowledgment card (tribute card) to the recipient to let him/her know about the gift. List donors in the annual donor report. Post donor recognition on the website and list donors in the campus/school paper. Students can remain a member every year thereafter, as long as they continue to make an annual gift. Such a program creates the habit of giving early in a student’s life.

• Participate in student orientation programs: Make sure your alumni association president is a speaker at the orientation program, welcoming the new students as future alumnae/i. Have the president talk about the role of alumni and ways in which students can benefit from engagement with alumni. Have the alumni association sponsor events during orientation. Give new students a lanyard with the association’s name on it, or place an alumni travel mug in their room. Be creative; put a face on the alumni association at the beginning of each student’s college career.

• Invite alumni to career days to serve as mentors: the Alumni Relations and Career Development offices should invite alumni to meet with students, especially during students’ junior and senior years, to talk about career paths and options. Inviting alumni to serve as mentors to students also serves to remind alumni of the importance of helping to sustain their alma mater!

• Bring students and alumni together at a class reunion: Invite students to help host a class reunion, serve on the organizing committees, participate in planning events, assist with marketing, communication, and follow-up with invited alumni, man the registration tables, give guided campus tours, and serve as ambassadors throughout the event. Connect students with alumni in as many ways as possible.

• Students as admissions tour guides: Students make excellent tour guides for incoming Freshmen and their families with their youthful enthusiasm and exuberance. But make sure your students guides are trained to infuse the dialogue with students and parents with references to donors and their importance to the college or university. For example, students can use formal names of buildings, i.e., “This is the Potter Science Center, named for Susan Potter, class of ’69…,”
rather than just the “science center.” Provide students with a history of the alumni whose considerable gifts created the campus and sustain the programs that comprise their educational experience.

In all cases, the key is to continually communicate with students about the critical role of alumni as donors. Explain and demonstrate to students that they benefit from the involvement and commitment of those who came before them, and that they in turn can benefit the students coming up behind them by following this model.

For more information on this subject:

At Brandeis University, the Sillerman Center for the Advancement of Philanthropy seeks to strengthen philanthropy that advances social justice, through research, education, practice and leadership development. For further information: www.sillermancenter.brandeis.edu Undergraduate courses, workshops and much more are available for developing a program on your campus/school.

2009-2010 Annual Fund Survey Results

In April 2009, we sent out a survey to a group of annual fund officers asking for feedback on the state of the annual fund as compared to the prior year.The same survey was sent again in late January 2010 to a select group of Annual Fund officers primarily from private, liberal arts colleges to gauge how annual fund programs have fared over the past six months. What a difference the last nine months have made! The results of both surveys are presented here to give you perspective on what, if anything, has changed since we last visited this subject in early 2009.

In general, Annul Fund officers are noting an overall increase in dollars this year, compared to 2008-09. At all levels of leadership giving ($1000+), officers report a significant increase in both the number of gifts and the average size of gift.

Alumni participation is up considerably, too; 65% of AF officers report an increase in this area over last year. Annual fund dollars are up as well, along with on-line giving. Finally, 83% of survey participants believe that the trend this year will be a general increase in comparison to last year.

The Reading File: Reader’s Recommendations and Reviews

Welcome to The Reading File, a regular feature of Bright Ideas where our readers share their reading recommendations. We invite you to share the title of something you found worthwhile. It doesn’t have to be a book and it doesn’t have to be strictly work related! Feel free to submit just the basics (title, author), or include a brief review. We’d love to hear from you–thank you in advance for your participation!

“Vanished” by Joseph Finder

Your 2010 resolutions should include reading some books you can get lost in. You'll still read all the right business titles to keep up with your brainiac colleagues, but Finder's new thriller is a great read - and a great escape from our busy careers. A mixture of Washington, DC and CIA intrigue, with plenty of "Jason Bourne" style fist-a-cuffs. VANISHED, from a former beltway insider, is worth a look. Enjoy!

Matthew Eynon
Associate Vice President, Annual Giving
Boston College
___________________________________________________________________________

“FYI: For Your Improvement, A Guide for Development and Coaching” (1996-2004)
By Michael M. Lombardo and Robert W. Eichinger

I received a copy of this book when I attended the Leadership Development Program (LDP®) at the Eckerd College Leadership Development Institute in St. Petersburg, Florida. Offered through Eckerd’s 29-year association with the Center for Creative Leadership (CCL®), LDP is a renowned weeklong program designed to help middle- and upper-level executives develop and enhance their leadership capabilities. The program identified areas of potential growth in leadership and offered tools and exercises to improve various competencies. The book, part of the LDP take-home package, is based upon extensive research and contains short passages devoted to more than 160 potential workplace and personal issues ranging from conflict management to work/life balance. It continues to be a great tool I use to remind myself of the lessons learned during that intense week of personal reflection. FYI would be beneficial to anyone who has identified an area for potential growth who is motivated to do something
about it.

Valerie Gliem
Campaign Director
Eckerd College