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Slide 1 - Development

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					FY2003-2004

September 11, 2004

The 2003-2004 Caltech Alumni Fund

ALUMNI FUND FY2003-04 GOALS $2.78 Million in “current use” funds (includes alumni Trustees)

6,190 alumni donors
34.7% Participation

The 2003-2004 Caltech Alumni Fund

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ALUMNI FUND FY2003-04 Projected Year-end Results $2.78 Million in “current use” funds (includes alumni Trustees)

5,357 alumni donors
30.0% Participation

The 2003-2004 Caltech Alumni Fund

YEAR-TO-DATE STATISTICS 10/01/03 THROUGH 09/10/04
Dollars Raised: $2,358,922 (excludes Associates)

Participation:
Donors:

28.2%
4,817 Alums +
219 Alumni Associates/Trustees 5,036 TOTAL

Note: Dollar totals do not include Associate gifts, which are reported by the Associates (current total to date is $2.36MM). Note 2: Totals for this report are calculated based on the date the gift is actually made and not the date the gift is processed by Gift Administration.

The 2003-2004 Caltech Alumni Fund

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FY03-04 and FY02-03 Fourth Quarter Comparisons
Donors: +22.4% over last year
6000 5000 4000 3000 2000 1000 0

94.0% of FY03-04 revised goal
YTD02-03 YTD03-04 Goal

Dollars*: +60.0% over last year 84.6% of FY03-04 revised goal

Donors

3000 2500 2000 1500 1000 500 0

Note*: YTD02-03 Trustee current operation gifts were not officially counted in Alumni Fund figures until the end of September 2003. Thus, these statistics will not be included in the fiscal dollar comparison until the fourth quarter report.
YTD02-03 YTD03-04 Goal

Dollars

The 2003-2004 Caltech Alumni Fund

Alumni Totals by Degree Type
Q1-4 ‘03-04 Undergrad Degree Holders Undergrad Donors: Undergrad Dollars : Undergrad Participation: Graduate Degree Holders Grad Donors: Grad Dollars : Graduate Participation: Q1-4 ’02-03 Change

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3,016 $661,725 32.2 %

2,585 $870,541 27.6%

+16.7% -24.0%

1,801 $619,196 21.2%

1,530 $603,019 18.0%

+17.7% +2.7%

Notes: Alumni Associates/ Trustees are not included in any figures above. FY02-03 There are two large current use gifts ($161,920 and $80,960) reported in the Undergrad dollars that distort the dollar comparison FY02-03 with FY03-04; Removing these gifts, changes the FY02-03 /FY03-04 dollar comparison to +12.2%. Grad dollars include two large current use gifts ($269,000 and $50,000) to E&AS. FY03-04 Grad dollars include one large current use gift ($155,540) to E&AS. The 2003-2004 Caltech Alumni Fund

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2004-2005 Planning

The 2003-2004 Caltech Alumni Fund

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Organizational Chart
Iyoni Rice Director Leadership Giving

Cynthia Estrada Administrative Assistant Marketing, Communications and Stewardship

Amanda Haylock Sr. Administrative Secretary Alumni Volunteer Contact Effort

David Shannon Associate Director Reunion Giving, International Program

Alex Chacon Assistant Director Young Alumni and Recent Recipients, Student Phone Program, Student Initiatives Program

Assistant Director (vacant) Parents Programs and Friends Giving

The 2003-2004 Caltech Alumni Fund

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FY 2004-2005 Objectives and Goals
• • Raise nearly $3MM in current use dollars, 34% overall participation (42% undergraduate and 27% graduate) Increase number of volunteers from 200 to 250 and increase personal contact with all volunteers, especially reunion volunteers to develop better relationships and reduce turnover

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Develop a leadership giving program and manage a portfolio of leadership donors/prospects for personal solicitation
Use segmentation in all mailings and alumni/student phoning efforts and customize calling scripts accordingly Recruit Parent volunteers and launch a comprehensive Parent fundraising program

The 2003-2004 Caltech Alumni Fund

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FY 2004-2005 Objectives and Goals
• Collaborations -Office of Principal and Major Gifts -Office Gift and Estate Planning -The Associates -Alumni Association In addition to developing the 2004-2005 Fundraising Business Plan, develop a Marketing and Communications and Program Stewardship Plan -Develop new advisory committees of CAFAC members to assist with developing plans -Integrate current figures, testimonials, news from Student Affairs and the Academic Divisions in all communications -Newsletters (email/online) -Honor Rolls -Brochure -Website -Events (Alumni Fund Conference, Executive Forum) -Gift acknowledgement letters & appreciation calls
The 2003-2004 Caltech Alumni Fund

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Questions

The 2003-2004 Caltech Alumni Fund


				
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