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In 2019, CASE introduced the Alumni Engagement Metrics survey, now known as CASE Insights on Alumni Engagement. This initiative was designed to help institutions measure alumni engagement across four key areas: Philanthropic, Volunteer, Experiential, and Communications. The goal was simple—provide a straightforward way to capture various types of alumni engagement annually.
Fast forward five years, and it’s time to reflect on how well we’ve implemented these metrics. Are we truly using the data to drive decisions and improve engagement strategies? Or are we just scratching the surface of what’s possible?
To effectively track and utilize alumni engagement data, having the right technology in place is crucial. Without it, gathering data from multiple sources, analyzing it, and making sense of it all becomes a daunting task. The right tech solutions allow us to automate data collection, integrate various data points seamlessly, and generate insightful analytics. Without these tools, we’re left guessing rather than making data-driven decisions.
But it’s not just about having the right tools. Another significant challenge is dealing with multiple systems that don’t communicate with each other, leading to data silos. When data is stored in separate, disconnected systems, it’s nearly impossible to get a comprehensive view of alumni engagement. This fragmentation leads to inefficiencies, inconsistencies, and missed opportunities to engage with alumni in meaningful ways.
Here’s how almabase simplifies tracking, reporting, and analyzing alumni engagement metrics:
1) Identify and categorize key touchpoints:
Almabase lets you easily track all the meaningful interactions alumni have with your institution. Whether you're running a mentorship program, planning a homecoming event, or hosting a giving day, you can identify and categorize touchpoints that matter most to you. You can even customize these touchpoints to fit your needs—like tracking who viewed an event page, opened an email, or made a donation. With Almabase, all this data is automatically captured and organized, making it easy to see the full picture without any manual data entry.

2. Dive deeper with granular segmentation:
Almabase’s robust reporting tools allow you to generate specific reports with custom filters, so you can get as detailed as you need. Whether it's seeing who engaged with a particular campaign or tracking participation in events, you have the power to create reports that give you the insights you need. Plus, with pre-populated reports ready to use, you can hit the ground running without any extra hassle.

3. Create custom program reports:
Almabase makes it simple to see how all your digital engagement initiatives are performing with custom program reports. In just three steps, you can tie together all your data—select your audience, choose what to track (emails, events, forms, etc.), and define what counts as participation. This way, you get a clear view of how each effort contributes to your overall goals.


4) Benchmark your progress:
Almabase also helps you understand how your engagement efforts compare to those of other institutions. By leveraging AI-driven data from peer institutions, you can see where you stand and identify areas for improvement. These insights are based on factors like institution type and contactable record size, helping you refine your strategies based on what’s working well for others.
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With Almabase, you have everything you need to track, analyze, and improve your alumni engagement efforts, all in one place. Whether you’re looking to simplify data collection, generate detailed insights, or benchmark against peers, Almabase makes it easy.

How Almabase Empowers You to Track Alumni Engagement Metrics
Identify and categorize key touchpoints, dive deeper with granular segmentation, create custom program reports, and benchmark your progress with Almabase to increase alumni engagement and drive results.
Alumni Engagement
In today’s digital-first world, having a well-designed, functional website is crucial for educational institutions. Often, institutions using outdated tools lack the flexibility, aesthetics, brand consistency, and functionality required to meet the expectations of today’s digital-savvy users.
Almabase now offers a powerful integration with WordPress, the world’s most popular content management system (CMS). This integration allows institutions to enhance their online presence with a highly customizable website while ensuring top-notch security and seamless support. This level of customization is crucial for standing out in a crowded digital landscape and ensuring that your website truly reflects your institution’s identity.
In this blog, we’ll explore what this integration entails, the benefits it offers, and the design services available to help you create a website that truly reflects your institution’s identity across all your webpages.
Seamless Integration with WordPress: What’s Included?
By default, Almabase comes with a default homepage with essential customization options like color schemes and logos to align with your school’s branding.
WordPress integration is a game changer for institutions that want advanced customization and flexibility. It unlocks advanced customization options, allowing you to either modify the default theme or create a unique theme tailored to your institution’s specific needs. This means you can fully leverage WordPress’s vast ecosystem of themes, plugins, and design tools to build a website that stands out.
Here are a few examples of our customers' WordPress pages:
1. Washburn University Alumni Association and Foundation
2. Illinois Institute of Technology
3. Punahou School
Furthermore, all the features unlocked by the integration are available to every user at no additional charge. Whether you choose to customize the theme yourself or build a new one from scratch, you have the freedom to create a website that perfectly aligns with your institution’s branding guidelines.
For institutions that prioritize branding but may lack the time or staff to handle website design, Almabase offers professional design services to help bring your vision to life.
• Homepage Development: Whether you want to redesign your homepage or replicate another reference site, we offer tailored services to meet your needs.
• Internal Page Design: Help you create custom pages that resonate with your audience.
• Page Template Design: Help you build reusable templates that simplify content updates.
For users with or without WordPress experience
Whether you're familiar with WordPress or new to the platform, Almabase’s integration has you covered.
For Users with WordPress Experience:
1. Start with the default WordPress theme offered by Almabase.
2. Customize the branding, update the design of the header and footer, and modify the content of the homepage to highlight key programs.
3. Take advantage of features like:
• Access to Elementor Pro, a popular WordPress page builder
• WordPress front page customization
• Header and footer customization
• Access to paid plugins, like social media feeds
• Using WordPress for internal pages and posts
If you prefer, you can also purchase additional design services to replicate styling from another website or to assist with content migration.
For Users without WordPress Experience:
1. Start with the default WordPress theme offered by Almabase.
2. Easily add, remove, or modify content to reflect the key programs you want to highlight.
3. If needed, purchase additional design services to assist with styling replication and content migration, ensuring your website meets your expectations.
Regardless of your experience level, Almabase’s WordPress integration offers the customization flexibility you need to create a website that reflects your institution’s identity.
Robust Security & Compliance
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Infrastructure
• Isolation: WordPress is installed in a separate, isolated virtual network, completely disconnected from Almabase’s production environment.
• Network Security: All workloads in the WordPress cluster use network security groups and appropriate firewall rules. Internet traffic is managed through gateway servers, allowing only HTTP(s) traffic.
Data Security
• Encryption at Rest: Data and OS disks are encrypted at rest using Azure Disk Storage Server-Side Encryption.
• Encryption in Transit: Data is encrypted in transit using TLS v1.2 or above, with HTTP requests redirected to HTTPS.
Data Backup and Recovery
• Regular Backups: Customized WordPress pages are backed up regularly to ensure quick recovery in the event of data loss.
Security Testing
• Routine Checks: We conduct regular security assessments and internal hackathons to identify and address potential vulnerabilities.
Application Security
• Restricted Access: Only authenticated users can access WordPress sites. Non-internet access from the WordPress cluster to the production cluster is disabled.
Almabase’s integration with WordPress provides institutions with an unmatched opportunity to create a highly customized, secure, and professional website. Whether you’re new to WordPress or an experienced user, Almabase offers the tools and support you need to build a site that enhances your alumni engagement efforts. With our expert support and robust security measures, you can focus on what matters most—building lasting connections with your alumni community.

How Almabase's Advanced Branding and Customization Set You Apart with WordPress Integration
Discover how Almabase's WordPress integration empowers educational institutions with advanced branding and customization, enhancing your online presence and meeting modern digital expectations.
Product updates
From one-person teams to well-staffed offices, advancement, and alumni relations teams today take a variety of sizes and forms. The advancement space has never really had a frame of reference for what an ideal team should look like, as institutions can vary wildly in size and resources.
By looking back at the past several years, we would like to provide some characteristics that every forward-thinking advancement team today should look to incorporate in their approach to have a successful alumni program.
What Do We Mean by a “Modern” Team?
Ideally, an advancement team today should consist of people who are agile, data-driven, and technologically adept. They also need to have a good understanding of the evolving needs of a wide range of alumni. The pandemic and post-pandemic scenarios highlighted the need for teams that can innovate and ditch tradition when needed. Modern teams are ideally driven by digital tools and data analytics to make informed decisions, personalize interaction engagement, and be able to collaborate with other teams effortlessly.
If that all seems a bit too ideal, that is because, for many teams, it often is. The ideal modern advancement team takes years to develop to the level that they can reach, and it takes even more consistency to stay at that level. Below, we’ll break down some of the key components and pitfalls on the road to reaching your advancement team’s true potential.

Essential Parts of Every Modern Advancement Team
Here are some things that you can look to incorporate. Remember that there is no one-size-fits-all all for advancement and that these are just the basics that you need to watch out for as you map your team’s journey:
• The right tool(s): Whether you are just starting to consider your long-term tools, or have some you have been using for a while, you need to choose the right tools. Take into account the resources, staff size, and staff expertise available to you
• Data-driven approach: Data is at the heart of most if not all alumni-centric communication, engagement, fundraisers, and so much more today. Having a reliable database and a CRM to make the most of your data is crucial for any modern advancement team. If you see your alumni base increasing exponentially in the future, you need to have the right infrastructure to scale alongside it as well.
• A Strong Global Alumni Network: A silver lining for advancement teams that emerged during the COVID-19 pandemic was the shift towards virtual and hybrid alumni engagement. The trends from that period have been carried over today to engage local, national, as well as international alumni to form strong global networks filled with regional enclaves of well-engaged alumni.
• Scalable Personalized Engagement: While personalization has become a core part of any alumni program, communicating with alumni while having personalization efforts that can scale with an increasing number of alumni is another issue that institutions are currently tackling. From segmentation and automation to collecting feedback, ensure that your institution’s alumni engagement is not just personalized but also able to personalize a growing alumni base meaningfully.
• Omnichannel Capabilities: Alumni nowadays expect some level of value even if they are located halfway around the world. Routine webinars alone will no longer do to engage these alumni segments. Modern advancement teams need to be able to take advantage of physical, online, and hybrid channels simultaneously and importantly, make each channel feed an overall goal. For example, how can you engage remote alumni in a way they feel equally as valued as your local alumni? Are you just relying on social media to reach them, or are you making communities, providing opportunities, and constantly making them feel just as appreciated?
• Providing Diverse Engagement Opportunities: Providing value lies at the heart of any modern advancement strategy. Your team needs to be aware of upcoming trends to freshen up and diversify your offerings. If an alumni is excited about publishing their first research paper, an email will help. But if you also invited them for a guest lecture or in a workshop panel, they might feel even more appreciated.

• Adaptability: Over the past few years, the pandemic and the constant fears of economic recessions have made clear the need for advancement teams to adapt to both expected and unexpected changes. With AI usage on the rise, it also raises the question of adapting to new technology and whether it is worth it. These are questions any competent advancement teams today will need to be on top of and make the right call on.

Pitfalls to Watch Out For
While aiming to be data-centric, your advancement team must have a thought-out data strategy that can handle alumni data for years to come. When it comes to having a data strategy, it is usually the sooner the better as data is always being added or modified as time goes.
We also cannot stress enough the importance of having tools that communicate well with each other. Having multiple tools or features is well and good until they all present a piece of the puzzle that you have to put together manually each time. Any new additions to your online toolset must be integrated into a well-connected software environment. This also gives your staff a good overview of where they are as a team and as an institution.
A common and perhaps under evaluated problem is how strategies and long-term planning are always talked about when the reality is often that advancement staff often get caught up in an endless loop of daily tasks and don’t get enough time to strategize creative initiatives. In a space where creativity can really engage alumni, it is important that your staff have time for both their daily tasks as well as to innovate.
Finally, it is important to know when to be stubborn and when to take a new path. Take periodic checks on the products you use and if they still fit your needs. Do the update cycles of the provider fit your needs? What do your staff think about their experiences within the past quarter? Will your current set of tools fit your needs in the next 5 years? These are just a few examples of questions that you need to keep asking yourself to stay on top of your game.
Ultimately, the goal is to create a dynamic, responsive advancement team that can effectively support your institution's mission while providing genuine value to your alumni community. Remember that alumni want an authentic human connection to their alma mater. A modern advancement team simply uses the best strategies and tools to build and maintain that connection.

What Makes a Modern Advancement Team?
We compiled our learning from the past several years to give you a quick look at what a modern advancement team should look and function like in this blog.
Fundraising
The past decade has seen data become a focal point across all industries, and that is no different for alumni relations and advancement services today. Your institution might already have a well-built CRM system that ensures you have up-to-date information on your alumni and events. In this blog, we’ll take a look at how data today can not just contribute but drive a successful fundraising campaign.
The Essentials
Your data is only as useful as your overall strategy. Before you can have a truly data-driven fundraising campaign, you need to make sure your institution has the right parts:
- Robust Database: Your centralized source for all records and data. Your database should include detailed records of alumni interactions, past donations, and demographic information. Depending on your current setup, you may already have all you need or you may need some additional features. It is crucial to remember that your database is the heart of any data-driven campaign, fundraising or not.
- Data Management Tools: Customer Relationship Management (CRM) systems are the interface with which your staff uses your database. It is important to have a CRM that is intuitive, flexible to new features and needs, and easy to use for staff members. With some experience, these tools can help you automate processes and enhance user experiences for both staff and alumni.
- Clear Objectives: As an institution, you will need a solid idea of what key objectives you want to target as this will decide which data you collect and analyze. Keep in mind the database infrastructure available to you as well as the size and capabilities of your staff.
What Kind of Data Should You Consider Collecting?
To maximize the effectiveness of your fundraising campaigns, you need to collect a variety of data that provides insights into your alumni's behaviors, preferences, and giving potential. Here are some of the commonly collected types of data for fundraisers:
• Demographic Data: This includes basic information such as age, gender, location, and graduation year. Demographic data helps you segment your audience and tailor your messaging to specific groups.
• Engagement Data: Track how alumni interact with your institution. This could include event attendance, email open rates, social media interactions, and website visits. Engagement data helps you identify highly active alumni who may be more likely to donate.

• Giving History: Understanding an alum's past donation behavior is critical. This includes the frequency, amount, and timing of their donations.
• Interest and Affinity Data: Collect information on what causes or programs your alumni care about. This can be gathered through surveys, social media, or past donations. Interest data allows you to create targeted campaigns that resonate with specific donor interests.

• Real-Time Insights: Real-time data refers to information that is available immediately, as events occur. This can include monitoring web traffic, social media interactions, or live updates from email campaigns. The advantage of real-time data is that it allows you to respond quickly to donor actions. For instance, if an alum shows interest in a particular fundraising campaign by clicking a link in an email, you can follow up with personalized content or a phone call shortly thereafter.
• Intent Data or Intent Signals: Intent data provides insights into the likelihood of a donor making a future gift based on their current behavior. This data is collected from various touchpoints, including website visits, content downloads, and email interactions. For example, if a donor frequently visits your scholarship donation page, this could indicate a strong intent to give toward that cause. With this knowledge, you can prioritize outreach to these high-intent donors, increasing your chances of securing a donation.
Making the Most of Your Data
Once you've collected the data you’ll need, the next step is implementation. Here’s how to effectively put your data to work:
• Segmentation: Use your database to segment alumni into groups based on giving history, demographics, and engagement. Tailor your messaging to resonate with each group’s interests.
• Donor Journey Mapping: Map out the typical donor journey for each segment. Understand the touchpoints and interactions that lead to increased giving. Use this information to optimize the donor experience.
• Personalization: Craft personalized communication strategies. Address alumni by name and reference their past interactions with the institution to create a more engaging experience.
• Targeted Campaigns: Develop specific campaigns for different segments. For example, create a campaign focused on younger alumni that highlights the impact of their contributions on current students.
• Predictive Modeling: If you have the resources for it, you can also use predictive analytics to identify potential major donors and forecast future giving trends. This allows you to focus your resources on the most promising prospects and plan your campaigns more strategically.

Data Visualization
Data visualization is essential for making complex data more accessible and actionable. By presenting data in visual formats like charts, graphs, and dashboards, you can quickly identify trends, patterns, and outliers.
Effective data visualization will benefit your staff at all stages of any fundraiser. For example, instead of donations received over the past 5 years, your staff may benefit from being able to view donations received from fundraisers in the summer season specifically. This is just an example and what you need and how you can implement it may vary wildly depending on your CRM.
Turning Data into Fundraising Success
It would be a shame to have all the parts you need only for it to not work as intended. Once you have the data you need and know how you would like to use them, it is time to ensure that your approach is optimized for efficiency. Here are some things to always keep in mind at every stage of your fundraiser:
• Are you using the right kind of tool for your institution?
• Do you need any additional tools or feature upgrades for your fundraiser?
• Is your data centralized? If not, can you get centralized reports from your tools?
• Are your tools/features communicating with each other well?
The key takeaway is that you need to have the right tools and a data strategy to tie it all together. If you are using multiple tools that do not communicate well with each other, you will be wasting time and efficiency when the same set of tools or features could have given you a perfect overview of all your campaigns with just a little bit more planning.

Maximizing Donations with Data-Driven Fundraising Campaigns
What goes into a truly data-driven fundraiser? What kind of data do you need to collect? How can you use that data effectively? All this and more in our blog.
Fundraising
When it comes to personalization, we all know that a simple “Hi, {{${first_name}}}” is no longer enough. It involves understanding their interests, history with the institution, and current needs to deliver relevant and timely communication
While the topic of personalizing alumni engagement is no longer new to any of us, scaling personalization efforts is an increasingly important follow-up problem that needs solving. With thousands of alumni across different backgrounds, locations, and careers, how can institutions create a truly tailored experience for each individual?
In this blog, we’ll explore some strategies and tools that can help institutions scale their alumni engagement personalization efforts.
Strategies for Personalizing Alumni Engagement at Scale
1. Segment Your Alumni Base
Start by segmenting your alumni based on various criteria such as graduation year, degree program, geographic location, and past engagement levels. Advanced segmentation can also include career fields, personal interests, and giving history. By creating detailed alumni profiles, you can tailor your messages to resonate with specific groups. If you already have all the required information you need, make sure that it is organized effectively for analytics tools to read from.

2. Leverage Data and Analytics
Utilize data analytics to gain insights into alumni behavior and preferences. This includes tracking event attendance, email open rates, social media interactions, and donation patterns. Let’s say you noticed that 30% of your alumni have browsed the mentorship program but haven't enrolled. With this insight, you can send targeted emails highlighting the benefits of joining, featuring success stories, and offering a simple sign-up process to boost participation. Analytics can help identify trends and identify gaps or pain points in your engagement strategy, allowing for more targeted and effective communication.
3. Automate Personalized Communications
Invest in a robust CRM system that supports automation. Automated workflows today can trigger very well-personalized messages based on alumni actions or milestones. For example, an automated email congratulating an alum on their promotion could have details on their employer, how long they’ve been there, what roles they’ve worked there, and also mention any institution events or resources that they might be interested in.
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4. Personalize Content
Customize the content of your communications to align with alumni interests and engagement history. This could involve sharing news about specific academic departments, highlighting alumni success stories in relevant industries, or inviting them to events in their area based on their availability. Personalization should extend to all touchpoints, including emails, social media, and direct mail.

5. Use Dynamic Content
Dynamic content allows you to tailor the information presented to each alum based on their profile. For example, an email newsletter can have different sections that change according to the recipient’s interests or past interactions. This ensures that each alum receives content that is most relevant to them.
6. Offer Personalized Engagement Opportunities
Provide alumni with engagement opportunities that match their interests and availability. This could include virtual events, mentorship programs, volunteer opportunities, or exclusive alumni groups depending on their professions, years of experience, past participation, etc. By offering a variety of options, you cater to diverse preferences and increase overall participation.
7. Engage Through Multiple Channels
Different alumni prefer different communication channels. While some may prefer emails, others might be more active on social media or prefer text messages. Use a multi-channel approach to ensure you reach alumni where they are most comfortable and likely to engage. Be sure to maintain an active presence and make your institution as approachable as possible.
8. Gather Feedback and Iterate
Surprisingly, 52% of alumni organizations have never conducted a survey of their alumni. Regularly seek feedback from your alumni to understand what’s working and what’s not. Surveys, focus groups, and direct conversations can provide valuable insights. Use this feedback to continuously refine and improve your personalization strategies.
Choosing the Right Tools to Support Scalable Personalization
Most modern alumni engagement tools today support personalization to a good extent. However, you need to think of a long-term strategy when you consider scalability. [Whether you prefer to work with an integrated tool or multiple best-in-class tools], you need to make sure that it fits in with your existing systems and staff. Products/software such as Almabase also give you the choice of choosing a few features to complement your setup such as [automated emails], as well as a modular approach if you want something more extensive. If you plan to build a platform that your alumni will love engaging with, you need tools that centralize data, create effective segments, and enable personalized communication at scale, streamlining your engagement efforts.

Today, making your efforts at personalizing alumni engagement scalable is not only possible but also essential for building lasting relationships and fostering a loyal alumni community. By taking advantage of data, automation, and strategic segmentation, institutions can deliver tailored experiences that enhance engagement, drive participation, and strengthen the bond between alumni and their alma mater.

How can you personalize alumni engagement at scale?
Every institution knows the value of personalizing alumni engagement. But how can you scale your personalization efforts as your alumni base grows?
Alumni Engagement
Before we get into the HOW, let’s look at the WHY.
Blanket messaging no longer works in today’s era of personalized communication. Alumni want to feel that their connection with their alma mater is meaningful and tailored to them. By segmenting alumni, you can
- Tailor your messaging to align with alumni interests, needs, and experiences.
- Improve engagement rates by sending relevant content that resonates with each group.
- Enhance donor experience by making them feel valued and understood, which increases the likelihood of giving.
- Maximize fundraising results by targeting the right alumni with the right message at the right time.
Now, let’s explore the various ways to segment alumni and how this can supercharge your fundraising efforts.
1. Segment by Graduation Year
One of the simplest ways to segment alumni is by their graduation year or class year. This allows you to tailor communications to different generations of alumni, addressing their unique concerns and perspectives.
Why it works: Alumni from different eras have distinct experiences with the institution and likely have different capacities and interests when it comes to giving. Younger alumni may need more nurturing before becoming donors, while older alumni might be more financially stable and ready to make significant contributions.
How to use it: Create targeted messages for specific generations. For example, for recent graduates, focus on career support or networking opportunities. For older alumni, focus on legacy giving, reunion events, or updates on how the institution has grown since their time there.
2. Segment by Engagement Level
Not all alumni have the same level of connection with your institution. Some may be actively involved, attending events, volunteering, or giving regularly, while others may have limited or no engagement since graduation. Segmenting alumni by their level of involvement allows you to prioritize your efforts where they’ll have the most impact.
Why it works: Engaged alumni are more likely to contribute financially because they already have a strong connection to your institution. By identifying those who are less engaged, you can also develop strategies to re-engage them and turn them into potential donors.
How to use it: Break alumni into tiers such as highly engaged, moderately engaged, and inactive. For highly engaged alumni, you can focus on major giving campaigns or leadership opportunities. For less engaged alumni, offer opportunities to reconnect, such as attending events, joining regional chapters, or participating in mentorship programs.
3. Segment by Geographic Location
Where alumni live plays a significant role in their ability to attend events, contribute to local initiatives, or participate in fundraising campaigns. By segmenting alumni based on location, you can create region-specific appeals and engagement opportunities.
Why it works: Alumni are more likely to participate in activities and donate to causes that are locally relevant to them. Whether it’s hosting a local event or showcasing the impact of alumni contributions in their community, geography-based segmentation can create a more personal connection.
How to use it: Identify geographic clusters of alumni and tailor your communications accordingly. For example, alumni living in major cities might be invited to regional events or gatherings, while alumni living abroad might receive updates on international initiatives or virtual engagement opportunities.
4. Segment by Career/Professional Interests
Another effective way to segment alumni is by their career or professional interests. Understanding what alumni do professionally helps you tailor your fundraising efforts to appeal to their passions, industries, or expertise.
Why it works: Alumni are more likely to give if they feel that their contribution will make an impact on the areas they care most about. For instance, if you know that a segment of alumni works in healthcare, you can appeal to them by highlighting fundraising campaigns that support health-related programs or research.
How to use it: Use career data to identify key segments such as healthcare professionals, entrepreneurs, educators, or tech industry leaders. You can then personalize your outreach with relevant projects, opportunities, or networking events that align with the alumni’s professional interests.
5. Segment by Giving History
Alumni who have donated in the past are valuable prospects for future campaigns. Segmenting alumni based on their giving history allows you to tailor your messaging to past donors differently from non-donors.
Why it works: Past donors are more likely to give again, especially if they’ve had a positive experience with your institution. By acknowledging their previous contributions and showing the impact of their donations, you can increase the likelihood of repeat giving.
How to use it: Create segments for first-time donors, repeat donors, and non-donors. For first-time donors, send personalized thank-you messages and show how their gift made a difference. For repeat donors, offer opportunities to increase their impact through matching gift programs or major giving. For non-donors, consider sharing stories of how alumni support has driven significant change at the institution.
6. Segment by Affinities and Interests
Alumni who were involved in specific activities, clubs, or academic programs often maintain a strong connection to those areas post-graduation. By segmenting alumni based on their affinities and interests, you can tap into their passion for a particular cause or community within the institution.
Why it works: Alumni are more likely to contribute to areas that hold personal significance, such as the athletic program they were part of, the student organization they led, or the academic department that shaped their career path.
How to use it: Leverage affinity data to create targeted campaigns for athletics, arts, specific academic programs, or other affinity groups. For example, if an alumnus was involved in the music program, consider asking for their support in funding scholarships or facilities for the arts.
💡 Discover how American University fosters stronger connections through alumni affinity groups and networks [Read more]
7. Segment by Wealth/Capacity
Another powerful segmentation method is to assess the wealth or giving capacity of your alumni. Understanding their financial ability can help you tailor your asks and ensure you’re approaching alumni with appropriate, respectful appeals.
Why it works: Tailoring your ask to someone’s giving capacity ensures that you’re not asking for too much or too little, increasing the chances of a positive response.
How to use it: For those with higher capacity, focus on major gifts, planned giving, or naming opportunities. For alumni with lower capacity, emphasize smaller, recurring gifts that add up over time or suggest other ways they can contribute, such as volunteering.
8. Segment by Life Stage
Alumni at different stages in their lives may have different priorities, capacities, and interests when it comes to giving. By segmenting alumni based on their life stages, such as young professionals, mid-career professionals, retirees, or parents of current students, you can create more relatable and appealing messages.
Why it works: Alumni in different life stages have different motivations. A young alum may be interested in networking or career support, while a retiree may be more focused on leaving a legacy or giving back to future generations of students.
How to use it: Tailor your campaigns to life stages. For young alumni, emphasize career support or paying it forward. For mid-career professionals, focus on networking opportunities or targeted programs. For older alumni, highlight legacy giving or opportunities to make a lasting impact through scholarships or endowments.
Manually creating these segments can be time-consuming and increase the workload. That’s why it’s crucial to have the right tech stack that automates these filters, allowing you to effortlessly create highly segmented lists and tailor your initiatives, requests, and communications.
Here’s how you can easily create and use segmented lists on Almabase:
For example, if you want to host a young alumni meetup for those living near California and invite them, here’s how you can do it using Almabase:

How to Segment Your Alumni Audience for Better Fundraising Outcomes
Want better fundraising results? Segment your alumni! Discover simple ways to tailor your messaging by graduation year, engagement level, location, and more. Learn how to make your outreach more personal and effective with easy-to-use strategies.
Fundraising
How well we connect with our constituents and drive them to take action requires us to understand what they care for, and often, that information is either lost across tools or impossible to surface.
Great news! With this latest addition to our integration with Raiser’s Edge, you can now view each constituent's engagement journey and have a more meaningful conversation.
What this means: The next time you look up a constituent on RE NXT, make sure to glance at engagement history to get an even deeper insight into what matters to them.
Here's an in-depth explanation of what’s new!
View your overall engagement health at a glance

The NXT engagement tile view on the Raiser’s Edge constituent record will provide a holistic view of your constituent's engagement activities. At a glance, admins can assess overall engagement health by reviewing key metrics such as email open and click rates, event participation details, attendance and feedback, and giving history, including gift count and total amount. This engagement tile makes it easier for you and your team to personalize outreach efforts based on these interactions, helping you drive more impactful conversations.
See the timeline of interactions chronologically

Gain a deeper understanding of your constituent's engagement journey with a detailed timeline of their activities over the past year. This includes engagement across digital programs, directories, emails, event and fundraising campaigns. The chronological timeline allows you to keep your team up-to-date on the latest interactions without switching between platforms, helping you stay informed and responsive.
How can you access the engagement tile on Raiser’s Edge?
To enable this feature, visit the RENXT Marketplace and connect to the new Almabase application. This feature is available to all Almabase users with the RENXT integration, though information may vary depending on the specific modules you have subscribed to.
Now, each time you view a constituent’s profile, the engagement tile will now be prominently displayed on their record in Raiser’s Edge NXT. We’re excited for you to explore this update, which is exclusively available to all Almabase users with Raiser's Edge. If you have any questions or need assistance setting it up, our team is here to help.
View constituent’s engagement journey on Raiser’s Edge to strike up a conversation
The next time you look up a constituent on RE NXT, make sure to glance at engagement history to get an even deeper insight into what matters to them.
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Once performing arts students graduate from your college or university, maintaining relationships with them is vital for your program’s longevity. While many schools focus heavily on fundraising when developing alumni engagement strategies, your performing arts program can also benefit from alumni involvement in other ways.
Successful, engaged alumni can boost your program’s reputation and help current and future performing arts students thrive in college and beyond.
In this guide, we’ll share four proven tips for keeping your performing arts program’s alumni engaged after graduation, including how to:
- Your Alumni Database
- Recognize Alumni Accomplishments
- Facilitate Connections Between Alumni and Current Students
- Be Strategic About Alumni Fundraising
Keep in mind that you’ll likely need to connect with your college’s main alumni engagement office to ensure your strategies are aligned before implementing these ideas. However, these methods can work for programs of all sizes and operational models with a little adaptation and creativity. Let’s dive in!
1. Maintain Your Alumni Database
You likely already know the importance of maintaining databases for various university operations, from application management to faculty course assignments. A robust alumni database is just as important for staying connected with program graduates!
In this database, make sure to include the following key information on each of your alumni:
- Graduation year
- Major(s), minor(s), and concentration(s)
- Other student involvement (shows they performed in, extracurriculars, internships, on-campus jobs, honors or fellowship programs, etc.)
- Post-graduate education (if applicable)
- Current job and location
- Contact information (phone number, email address, mailing address, social media handles, etc.)
- Preferred communication method
These details can help you send more tailored communications to each alum, demonstrating that your program values them individually and thereby encouraging them to stay involved. At least once a year, reach out to alumni to request that they update their contact details, post-graduate education status, and employment if necessary to ensure your database always contains the most current information.
2. Recognize Alumni Accomplishments
Another way to demonstrate to alumni that your program values them is to celebrate their achievements after graduation—whether they’ve landed a great new job, completed an advanced course of study, or received an award. Additionally, public recognition demonstrates that your school produces exceptional graduates in the performing arts and shows current students where they could end up.
Here are a few ways to recognize alumni accomplishments both publicly and privately:
- Send them a congratulatory email, card, or small gift depending on their communication preferences and the size of their achievement.
- Spotlight them on your program’s social media accounts with an eye-catching graphic and a caption that includes their name, graduation year, and an overview of their success.
- Submit a blog post to your college website providing a more in-depth description of the alum’s accomplishments, both in college and since graduation.
Before sharing any form of public recognition, get the alum’s consent to use their name, photo, and story. If possible, have them share a few quotes you can use in your blog post or social media caption to add a first-person perspective to the content.

3. Facilitate Connections Between Alumni and Current Students
While public alumni recognition gives your program’s current students a general sense of what performing arts opportunities are available to them after graduation, directly connecting alumni with current students can help them figure out what they want to do more concretely. Forming these relationships also allows alumni to stay up to date on your program’s current happenings, helping them feel more connected to your school over time.
Some ideas for facilitating alumni connections with current students include:
- Hosting an alumni panel or alumni-student social. You could either do this in person during homecoming weekend (since alumni are likely to come to campus then anyway) or virtually at a different time. Whether this event is a formal discussion or a more relaxed meet and greet, it provides opportunities for alumni to discuss their post-grad experiences with students and for students to ask questions.
- Organizing an alumni showcase. Seeing their older peers perform can help current students learn by example in addition to providing a fun experience for them. Plus, according to Acceptd, it’s beneficial for artists to have low-pressure performances to look forward to that fuel their passion for their craft, so this idea has advantages for alumni as well.
- Starting a mentorship program. Pair up interested alumni mentors with student mentees based on their student involvement history and career goals. From there, mentors can schedule in-person or virtual meetings as their schedules allow and provide advice on any area of performing arts that their mentees want to learn more about, from job hunting to auditions to stress management.
Besides allowing current students to learn about the world of performing arts from alumni, these connections can also provide networking opportunities that lead to more students finding jobs in their field after graduation!
4. Be Strategic About Alumni Fundraising
The reason most of the alumni engagement efforts at colleges often revolve around fundraising is that alumni have historically made up a large portion of university donors. Therefore, it can be tempting to send your performing arts program graduates a donation request after donation request in the hopes that one will persuade them to give.
However, quality is more important than quantity when it comes to alumni fundraising, meaning your program should:
- Run different types of fundraising campaigns throughout the year to appeal to more alumni’s preferences. For example, some alumni may enjoy attending in-person or virtual fundraising events, others would appreciate text-to-give opportunities, and still others might want to mail in a check in response to a fundraising letter campaign.
- Leverage your alumni database to determine reasonable donation request amounts for each alum. A seasoned, successful alum who has been out of college for 20 years will likely have more financial flexibility than someone who graduated from your program a year ago and is still getting a foothold in their profession. Segment alumni based on how much they could potentially give and tailor your asks accordingly.
- Incorporate employer-matching gifts into your alumni fundraising strategy. Make a note in your database of any alumni who work for organizations that will match donations to higher education institutions. Then, reach out to them with information about how to request these matches to further the impact of their gifts.
As you create donation requests using these strategies, remember to intersperse other types of communications between fundraising appeals (such as updates on program initiatives and invitations to non-fundraising events) to prevent donor fatigue among your alumni.
While the tips above provide a good starting point for performing arts alumni engagement, the best way to keep your graduates involved with your program is to ask them what they want to see! Send out surveys asking alumni what opportunities and communications they prefer, and take their responses into account when laying out your alumni engagement strategy.

4 Tips for College Performing Arts Programs to Engage Alumni
Alumni engagement is essential for your college performing arts program’s fundraising, reputation, and student success. Get started with these four tips.
Alumni Engagement
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