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Latest stories, guides, and benchmarks from the world of alumni relations, fundraising, donor engagement, advancement services, events, and higher-education philanthropy
The G2 Spring 2024 badges are out and we cannot keep calm! A few weeks back, we received our new G2 badges and we're officially crowned as the #1 Donor Management Software in the United States by G2. The credit goes to our incredibly hard-working team at Almabase and our users who have trusted us to help them grow their donor base.
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Throughout our journey, we have been working towards one simple dream - to make quality education accessible to all. And here we are, making dreams come true. We are thrilled to see so many happy customers around the world and are constantly working on going beyond expectations. It’s been 9 years of Almabase’s thrilling journey and so far it has been a labor of love and we cannot wait to create more impact through our product.


What makes us the #1 Donor Management Software
Trusted by Advancement Teams and Leaders across the U.S.
We have been incredibly fortunate to partner with hundreds of leading institutions in the US. We have always put our customer’s needs above all and that’s the motto we live by. We are proud to have worked with thousands of advancement leaders who are using our product to drive higher donor participation and secure donations.

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Digital Engagement Programs
Like we said, we are constantly working on helping our customers be better, and this is exactly why we created Digital Engagement Programs (DEP). These programs are built to revolutionize the way organizations connect with constituents, offering a suite of integrated tools that simplify digital engagement, enhance operational efficiency, and drive sustained community involvement. Tailored for both new, small, and seasoned advancement teams, DEPs address common challenges, enabling seamless communication, automating outreach, and providing in-depth analytics for strategic refinement.
With DEP, you can launch impactful programs swiftly, maintain continuous engagement, and accurately measure success, fostering a more vibrant, engaged, and supportive community across the board.

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So there you have it - some of the reasons why we were crowned the #1 Donor Management Software in the US by G2. We are incredibly grateful for our users and team for this coveted achievement. Here’s to many more down the road!
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Almabase Recognized As The #1 Donor Management Software By G2 Crowd
The G2 Spring 2024 badges are out and we cannot keep calm! We are officially crowned as the #1 Donor Management Software in the United States by G2!
Announcement

Dr. Shalonda Martin is an ICF-trained coach, DEI, organizational, and leadership development professional with over two decades of experience. She is passionate about diversity, equity, and inclusion, and creating inclusive work cultures. She also runs her own consultancy, SM Coaching & Consultancy.
1. What inspired you to pursue a career in advancement/fundraising?
During my freshman year at Pepperdine University, I stumbled into a role within the advancement department as a student worker. At the time, I didn't have much insight into what the role entailed, but it seemed like it would look good on a resume. As my undergraduate years progressed, I remained dedicated to the advancement division, eventually securing a permanent position upon graduation.
Initially, my commitment to the team felt more like a job than a career, and I actively explored opportunities within the for-profit sector. However, none of these opportunities felt right. It was during this period of reflection that I began to appreciate the unique mission of higher education Advancement and realized my desire to contribute to this space.
Under the guidance of an exceptional leader, Janice May-Pinkowski, I found mentorship, kindness, and a commitment to team development. It was through her support that I discovered a genuine passion for the advancement space and a desire to cultivate my career within it.
2. How has your journey evolved over the years?
Over time, my journey in Advancement has transformed from a narrow, transactional role to one of leadership and collaboration. I've had the opportunity to build teams, devise strategies, lead transformative efforts, and continually learn. Most importantly, I find great joy in mentoring and coaching others, witnessing their growth and contributions to Advancement.
3. Can you share an instance where you had to make a tough decision that ultimately led to a positive outcome?
4. If you had a time machine and could visit any event in history, which one would you choose and why?
As a black woman, time travel to the past is not appealing to me. While I am very appreciative of so many things that have happened in the past that have allowed society to advance to where we are today, I can’t say there is an event I would want to travel back to.
5. What emerging trends in philanthropy and fundraising excite you the most?
I sense a shift in philanthropy and fundraising towards a more expansive perspective. It's no longer solely about pursuing the next major donation; instead, there's a growing emphasis on the broader vision and long-term strategy. There's also a heightened awareness of how identity influences engagement and philanthropy, along with a widened scope in evaluating alumni engagement metrics.
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Women’s History Month - Interview with Dr. Shalonda Martin
Dr. Shalonda Martin is an ICF-trained coach, DEI, organizational, and leadership development professional with over two decades of experience.

Dr. Maria Gallo has over two decades of experience working in various leadership roles in higher education and advancement. She has several peer-reviewed academic journal publications in alumni relationships and philanthropy, and her latest book The Alumni Way is up for grabs.
1. If you could have dinner with any historical figure, who would it be and why?
“My two grandmothers - Nonna Maria and Nonna Vincenza. While they aren't famous historical figures, they continue to play a formative role in my life, shaping my Italian culture (with Canadian influence thrown in!). A dinner? This would be a formidable pair to watch them in action in the kitchen! I imagine the flair and gusto! Eating with them afterwards would serve to be the true indulgence in la dolce vita!”
2. Can you share a memorable experience or project that profoundly impacted your approach to leadership and philanthropy?
“I learned early on that relationship building is the foundation of philanthropy - giving in all ways. As a new alumni-facing professional, I pitched the idea of a student leaders reunion at my alma mater, the University of Toronto. As a former student leader and recent alum myself, I recognized several names on the invitation list. Then several more. I spend my evening writing personalized messages on dozens of invitations. This was a time before social media, you can imagine me with a pen, some thoughtful words and boxes of invitations. The personalized approach worked and over 300 alumni attended the event. I learned that identifying leadership, rekindling their spark in their alma mater and then recognizing these leaders can lead to a lifetime of giving back for mutually beneficial impact.”
3. If you could give one piece of advice to your younger self at the start of your career, what would it be?
4. What is one habit or ritual you swear by for maintaining your mental and physical health amidst a busy schedule?
“If I am not in the gym early in the morning, I am out for a run. I find this solitude is incredible for my mental and physical health.”
5. What emerging trends in philanthropy and fundraising excite you the most?
“I am excited to see the broadening of philanthropic giving in campaigns to include alumni volunteering hours and showcasing this impact on an institution. Global alumni networks supported by governments or government agencies for international alumni, scholarship winners, fellowship programmes and science-based experiences are a promising trend. These innovative, creative alumni networks are built on the foundation of a transformative experience: of studying abroad, or gaining an educational experience that acts as a personal and professional enabler for alumni. By collectively bringing these alumni together the synergies and collaborations are palatable. Alumni hold the potential for giving back to the organization - and to the world through bringing their multidisciplinary experiences to address the UN Sustainable Development Goals targets. I get excited when I hear foundations and donors are curious to fund these collective alumni experiences - this is where true magic can happen!”
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Women’s History Month - Interview with Dr. Maria Gallo
Dr. Maria Gallo has over two decades of experience working in various leadership roles in higher education and advancement. She has several peer-reviewed academic journal publications in alumni relationships and philanthropy.
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Dr. Dilnoza Khasilova is an American-Uzbek educator, researcher, and linguist with extensive global, cross-cultural, and inclusive experience. She holds her Ph.D. in Literacy Studies, Curriculum and Instruction Department within the College of Education and a minor in International Studies from the University of Wyoming. Dilnoza is an Assessment/Scholarship of Teaching and Learning Specialist at the Ellbogen Center for Teaching and Learning and founder of the World Language and Culture program (alumni initiative) at the University of Wyoming. Dilnoza has built a nonformal World Language and Culture Program framework with a unique structure that focuses on community engagement in Wyoming and beyond. She is particularly interested in the power of scholarship of teaching and learning, engaging and connecting students with alumni through lifelong learning, cross-cultural communication, and community outreach. Her research focuses on teaching and learning, international education, adult literacy, inclusive learning, life-long learning, ways of teaching and learning, ESL, and world languages and cultures.
We asked Dr Dilnoza, a couple of questions and her answers were no short of inspiring! 💪
1. Who has been your most influential mentor or role model?
“My most influential mentor has undoubtedly been my aunt, Dildora. She was a role model for me. Throughout my life, she has exemplified strength, compassion, and a relentless pursuit of knowledge. Her care and encouragement have fueled my ambition and inspired me to set and achieve my goals.
Aunt Dildora's remarkable journey as a dedicated physician doctor stands as a testament to her determination and resilience. Witnessing her commitment to excellence and her dedication to her career has deeply influenced my own aspirations and work ethic. She was honest, worked hard, and she always sought knowledge.
Her commitment to excellence in her career as a physician extends beyond borders. Through her extensive travels to exchange ideas and practices, she has not only broadened her own knowledge but also actively contributed to improving healthcare systems in our country. Her proactive approach in bringing back new healthcare apparatus and methodologies has been instrumental in advancing medical practices and patient care.
Her thirst for knowledge knew no bounds. Dildora's rigorous education and incredible reading habits served as a constant reminder of the importance of continuous learning and growth. She showed the values of lifelong learning and intellectual curiosity, inspiring me to seek knowledge and pursue excellence in all endeavors.
My aunt's dedication to her profession, coupled with her adventurous spirit, made her an exemplary role model for me. Her ability to navigate challenges with grace and determination fueled my own aspirations and my desire to make a meaningful impact in the world.
I am profoundly grateful for Dildora's mentorship, guidance, and support. I pay tribute to her and I am sure she is proud of me although she is no longer with us. Her influence continues to shape my path, instilling in me a deep sense of purpose and a commitment to making a difference.”
2. How do you stay motivated and continue to grow professionally in a constantly changing industry?
3. How do you unwind after a long week of work? Do you have a favorite 'guilty pleasure' activity or treat?
“After a fulfilling and busy week of work, I find joy in spending quality time with my family, particularly through outdoor exploration in the stunning natural landscapes of Wyoming. Whether it's hiking through scenic trails, picnicking by a river, or simply admiring the beauty of our surroundings, these moments of connection with nature rejuvenate my spirit and strengthen our family bond.
Cooking is another passion of mine, serving as a creative and a means of cultural expression. I like experimenting with diverse flavors and recipes, drawing inspiration from my heritage, and exploring cuisines from around the world. Sharing these culinary creations with my family and friends brings me immense satisfaction and fosters a sense of community and togetherness.
Music is also a significant source of enrichment in my life. I find great pleasure in listening to global music, immersing myself in the rich melodies and rhythms of different cultures including the Uzbek, Turkic, Persian, Arabic, and European. It serves as a gateway to understanding and appreciating diverse traditions and perspectives, enriching my cultural awareness and broadening my horizons.
Lastly, giving back to the community through volunteering holds deep personal significance for me. I am passionate about preserving and sharing the traditions of my heritage culture, and volunteering provides me with the opportunity to celebrate and showcase the beauty and richness of our cross-cultural traditions. Whether it's through cultural festivals, educational sessions/workshops, or community events, I take great pride in contributing to the cultural tapestry of our community and fostering cross-cultural understanding and appreciation.
These activities not only serve as avenues for relaxation and enjoyment but also as meaningful ways to connect with my close ones, celebrate diversity, and make a positive impact in our community.”
4. If your life was a book, what would the title be and why?
“If my life was a book, the title would be 'Force of Resilience: Navigating the Wilderness of Self-Belief'
'Force of Resilience' symbolizes the process of overcoming challenges and hardships to be strong and resilient. 'Navigating the Wilderness of Self-Belief' portrays the inner journey of self-discovery and empowerment, where one must navigate through uncertainties and doubts to cultivate a strong belief in oneself. This title conveys the message that nothing is easy and while the path to achieving one's dreams may be filled with challenges/obstacles, with resilience and self-belief, one can navigate through any wilderness and become stronger, ready to pursue her or his goals with determination.”
5. What emerging trends in philanthropy and fundraising excite you the most?
“I would mention four emerging trends in philanthropy and fundraising that excite me the most.
The first is tech-driven giving platforms. Leveraging technology for personalized donor experiences is particularly exciting. For example, leveraging technology allows for more efficient and engaging fundraising efforts, enabling nonprofits to reach broader audiences and cultivate deeper connections with donors through personalized experiences tailored to their interests and preferences.
The second trend is impact investing which not only provides an avenue for philanthropic capital to create measurable social and environmental impact but also can offer the potential for financial returns, thus fostering a sustainable cycle of giving.
The third trend is about collaborative giving initiatives. Such giving initiatives exemplify the power of collective action, where diverse stakeholders come together to address complex social issues with pooled resources and shared expertise.
The fourth trend is data-driven philanthropy. By leveraging data insights, philanthropic organizations can identify high-impact interventions, allocate resources more effectively, and evaluate the effectiveness of their initiatives in real time. Data-driven philanthropy approaches enable donors to make evidence-based decisions, maximize the efficiency of their investments, and achieve greater transparency and accountability in their philanthropic endeavors. These innovative approaches not only enhance the effectiveness of philanthropy but also inspire greater engagement and support from individuals and organizations passionate about making a difference in the world.”
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Women’s History Month - Interview with Dr. Dilnoza Khasilova
Dr. Dilnoza Khasilova is an American-Uzbek educator, researcher, and linguist with extensive global, cross-cultural, and inclusive experience.
This March, as the world commemorates Women's History Month, we are thrilled to launch a unique campaign designed to spotlight women leading the charge in advancement and fundraising.
Our mission is twofold: to foster a deeper connection with these inspirational figures through a series of light-hearted and engaging conversations, and to amplify their voices far and wide. In doing so, we aim not only to honor their remarkable contributions to our industry and society at large but also to inspire the next generation of aspiring women leaders.
Our Vision
At the heart of our campaign lies a simple yet powerful vision: to celebrate the diverse and dynamic roles that women occupy, both in their professional careers and personal lives. By sharing stories, experiences, and insights through a lens of joy and authenticity, we seek to highlight the humanity and relatability of women who have broken barriers and paved the way for others. This initiative is about more than just recognizing achievements; it's about building connections, fostering inspiration, and creating a space where every woman's voice can be heard.
Why This Campaign Matters
Representation matters. Visibility matters. In a world where women's achievements are often overshadowed or underrepresented, bringing these stories to the forefront is a powerful act of affirmation and encouragement. Our campaign serves as a reminder that leadership comes in many forms and that the path to success is as diverse as the women who walk it. For those looking up at the glass ceiling, seeing others who have shattered it can light a fire of ambition and hope. We believe that by sharing the journeys of these women leaders, we can spark a dialogue that inspires, motivates, and empowers.
What to Expect
Our campaign will unfold across various platforms, featuring an array of engaging content formats—from intimate blog posts to enlightening video interviews. Expect to hear candid responses to fun and insightful questions that reveal more than just career achievements. We'll delve into personal passions, pivotal moments, challenges overcome, and words of wisdom for those just starting their journey. The leaders we'll feature come from a wide range of sectors within the advancement and fundraising industry, each bringing a unique perspective and story to share.
Meet the Leaders:
Dr Dilnoza Khasilova
Dr. Dilnoza Khasilova is an American-Uzbek educator, researcher, and linguist with extensive global, cross-cultural, and inclusive experience. Dilnoza has built a nonformal World Language and Culture Program framework with a unique structure that focuses on community engagement in Wyoming. Her research focuses on international education, adult literacy, inclusive learning, life-long learning, ways of teaching and learning, ESL, and world languages and cultures.
Read more about our interview with Dr. Dilnoza Khasilova
Dr. Maria Gallo
Dr. Maria Gallo has over two decades of experience working in various leadership roles in higher education and advancement. She has several peer-reviewed academic journal publications in alumni relationships and philanthropy, and her latest book The Alumni Way is up for grabs.
Read more about our interview with Dr. Maria Gallo
Dr. Shalonda Martin
Dr. Shalonda Martin is an ICF-trained coach, DEI, organizational, and leadership development professional with over two decades of experience. She is passionate about diversity, equity and inclusion, and creating inclusive work cultures. She also runs her own consultancy, SM Coaching & Consultancy.
Read more about our interview with Dr. Shalonda Martin
By highlighting the personal and professional lives of these extraordinary leaders, we hope to inspire, empower, and uplift women everywhere. Let's honor the past, present, and future contributions of women, not just this month but year-round. Join us in amplifying their voices and paving the way for a more inclusive and equitable future.

Celebrating Women's Voices: A Special Campaign for Women's History Month
This March, as the world commemorates Women's History Month, we are thrilled to launch a unique campaign designed to spotlight women leading the charge in advancement and fundraising.
Announcement
After graduation, your alumni lead busy lives, and higher education institutions need to get creative to maximize their fundraisers. Fortunately, with a combination of today’s technology and time-tested outreach strategies, universities still have a range of successful outreach strategies to choose from.
But just what strategies will help boost your alumni donor retention rate? Ultimately, the answer depends on your unique school community. However, there are a few engagement strategies we’ve seen find success time and time again, and we’re here to share them with your university or college. Let’s get started.
1. Send eCards for special occasions.
Mailed cards have a personal touch often lost in the digital age that can make your alumni feel special. On the other hand, it’s hard to beat the speed and convenience of email communication, allowing you to connect in seconds on special occasions.
eCards combine the benefits of both methods, creating a fast but memorable experience for your alumni community. eCardWidget’s charity eCards guide walks through how nonprofits like your university can use this communication method to connect with donors:

- Design your eCards. Most eCard platforms provide basic design tools and image options, but your university can make your cards fully your own. Upload custom design assets like your brand elements and imagery that reflect your university.
- Personalize your message. eCards are ultimately digital postcards, and the message you write next to your design is a key opportunity to connect with donors. Create a message template depending on the occasion you’re reaching out for, whether it’s a birthday, graduation anniversary, or holiday.
- Schedule delivery. Create your eCards in advance and then schedule them to send later. This can help your team juggle your workload ahead of key fundraisers like Giving Tuesday. Get your cards ready early, then sit back and trust that your eCard platform will deliver them at the right time.
Another benefit of eCards is the diverse ways you can send them. Send your eCards through email, text message, or social media to communicate with your alumni via their preferred outreach channels.
2. Share student stories.
Why do alumni give to your university? Each donor likely has their own specific reasons, but in general, most supporters give to universities for two reasons: they are grateful for the experiences they had, and they want to recreate them for future students.
Capitalize on this and continue giving updates on your university simultaneously by having students share their stories. Ask your current students to write up their stories, explaining their reasons for attending your university, the memorable experiences they’ve had so far, and what they hope to accomplish before graduation. At the end of these stories, ask them to emphasize how their positive school experience is enabled by the generosity of the university’s alumni community.
Formatting these stories as emails gives you plenty of space to add context, details, and fully get your message across. But you can also recruit students to send abbreviated text messages or call to talk with alumni one-on-one.
If possible, pair students who attend the same clubs or have the same majors as the alumni they’re contacting did. This can help strengthen your alumnus’ connection to your university and lead to additional support beyond the occasional donation.
Current students who participate in your fundraising efforts can be volunteers or part of a student work-study program to help them earn a little money while helping your university earn the funding it needs to continue creating a great experience for them. Be sure to review their stories before sending them to alumni. Ensure each student has the opportunity to tell their unique story while also creating a consistent message to share with your greater alumni community.
3. Host a variety of events.
Alumni become stalwart parts of their school’s community when they have more involvement opportunities. Invite your alumni back to campus or get them involved online by organizing virtual events.
A few types of events you might host include:
- Speeches and lectures. Call upon your community of experts and scholars to continue educating alumni with engaging speeches and lecture series. Vary your speakers to cover various topics, ranging from evergreen presentations about intriguing academic topics to topical, energized speeches that touch on current events.
- Networking events and skill-building workshops. College years are students’ prime opportunity to expand their professional networks and develop their skills. Make sure your doors are still open to alumni interested in expanding their resumes by hosting professional conferences and workshops for your entire community, including graduates.
- Volunteer opportunities. Give your alumni a variety of ways to give back. Offer volunteer opportunities and work with alumni to find roles that benefit your university and are also interesting to alumni. For example, you might offer skill-based opportunities, like helping coordinate an awareness day for student mental health.
These types of events help you engage alumni and keep them a part of your community, so you can eventually encourage them to donate. For fundraising-specific events, there’s still even more to explore. Auctions, galas, and sports-related events can all bring in alumni who are specifically interested in giving back.
4. Gamify the giving process.
With gamification, you can turn donating to your university into a fun activity in and of itself rather than a chore.
Gamification is the process of adding “game-like” elements to an activity to encourage increased participation. This might be something as simple as an animation and celebratory jingle that plays when a donor gives to entire event engagement strategies, such as creating a donor leader board during a fundraiser.
Gamification can be especially effective for engaging alumni during virtual events where they are otherwise distant from your university. For example, during a virtual auction, you might use software to send them a red “danger” text alert whenever they get outbid. Or, for a pledge fundraiser, you might create a virtual leaderboard to push alumni into friendly competition with one another.
Your alumni community is one of your university’s biggest assets for raising funds, building your reputation, and creating a network that prospective students will want to join upon graduating. Stay in touch with your alumni by reaching out in creative ways and sharing the same heartfelt emotional stories that have helped you cultivate support for years.

4 Engaging Ways to Stay in Touch With School’s Alumni
Your school’s biggest fundraising asset is your alumni. Explore strategies for building meaningful connections with former students that will last long-term.
Alumni Engagement
With year-end giving season over and the chaos of the new semester settling down, the early months of the new year are the perfect time to revisit your university’s fundraising strategy and hone in on ways to raise more this year.
A great place to start is by analyzing how you’re currently using your database for fundraising. Your university’s constituent relationship management (CRM) system is a powerful tool for fundraising, so if you’re not leveraging it effectively, you’re missing out on valuable opportunities to build lasting donor relationships. In this article, we’ll discuss four ways you can leverage your database to improve this year’s fundraising results.
Before we dive in, make sure you’re up to speed on the latest data hygiene best practices. Keeping your constituent data clean and up-to-date is crucial for gaining the accurate insights you need to get results. Now, let’s explore what your database can do for you.
See the full picture of your donors
According to Redpath Consulting Group, one of the biggest benefits of using a comprehensive CRM for your university is that it houses all of your data in one place, showing you the full picture of each student, alumnus, and donor. This holistic view of donors helps you:
- See donors’ habits and interests at a glance. From one donor’s profile, you can immediately see their giving history, events they’ve attended, and other ways they’ve engaged with your university.
- Identify useful connections. You can also record relationships in your database, such as students your alumni have mentored, companies donors work for, and more.
- Discover opportunities. With employer data, past donations, and personal interests in front of you, you may discover donors who could be good candidates for increasing their giving or leveraging impactful matching gift opportunities.
When you use the information in your database to get a better understanding of each donor, you’ll be better equipped to reach out to them in ways that resonate with their interests. For instance, one recent graduate’s profile in your database could provide you with the following information:

Knowing that Olivia was a frequent volunteer with an art history degree might prompt you to invite her to a volunteering event or ask her to donate to the art department’s scholarship fund.
All of this information helps you better understand donors’ interests and preferences, which you can use to build stronger relationships and more successfully solicit donations.
Personalize fundraising appeals and outreach
Once you have a holistic picture of your donors, you can greatly increase the personalization of your communications. Donors and alumni are much more likely to engage with messages tailored to their unique interests. Plus, when donors feel like you understand and appreciate them as individuals, they’re more likely to value your university’s community and continue giving long-term.
To boost personalization, create a variety of highly specific donor segments within your database. For example, you might create segments like:
- Liberal arts alumni who graduated in the last 10 years
- Mid-level donors who give to scholarship funds
- Alumni working in the tech industry with an interest in supporting your STEM program
- Longtime donors with the capacity to upgrade their gifts
- Major donors who previously served on your board
- Alumni who frequently attend events but haven’t donated yet
Then, send personalized emails, mailers, and appeals that align with each segment’s interests. You might ask the group of alumni in the tech industry to give to your capital campaign funding a new computer science department building, while you promote an upcoming fundraising auction to the segment of alumni who frequently attend events.
Beyond segments of donors, your database can also help you personalize outreach to individual donors. Pull data from your CRM like past donation amounts, graduation years, and specific campaigns they supported, and mention them in your appeals for an added personal touch.
Leverage automation features
Whether you leverage features within your CRM or invest in an integrated marketing automation tool, automation can make a major difference in your fundraising team’s efficiency and success. By automatically updating your database, auto-filling emails with personal details, and triggering email streams based on certain criteria, these features cut down on manual tasks and improve the accuracy of your data.
For instance, say you want to create a process to engage first-time donors. If your CRM integrates with your university’s online donation platform, new donors will be automatically added to your database. When they are, you could leverage marketing automation to trigger a series of personalized welcome emails. This might look like:
- A special thank-you email for first-time donors gets sent immediately after they donate.
- Within 24 hours of their donation, the new donor receives a short welcome email to welcome them to your university’s community of donors.
- A week later, the donor receives a longer email describing your university’s recent and upcoming fundraisers and the difference they make for students.
- Two weeks after the donation, you invite the donor to take a short survey about their interests and communication preferences.
Automated email series like this one will help you foster relationships with donors from the moment they decide to give to your university—all without lifting a finger.
Monitor your fundraising results
Finally, your database’s reporting features can help you identify successes and challenges and improve your fundraising with data. In particular, monitoring the following metrics can help you understand how successful and cost-effective your fundraising strategies are:
- Donor acquisition rate: This metric measures how many donors you acquire over a given period and can be a good indicator of how successful your university’s marketing strategies are.
- Donor retention rate: Retention measures the number of donors who give again year after year compared to those who lapse. If your retention rate is especially low, come up with a plan to strengthen donor relationships and communicate donors’ impact more often.
- Cost per dollar raised: Dividing the amount you spend on fundraising activities by your total fundraising revenue for a specific campaign tells you exactly how much it costs to raise one dollar for your university. If this number is high, find ways to reduce overhead costs and brainstorm fundraisers that will resonate more with donors.
With this information, you can investigate further to determine the cause of any major dips or increases and use your findings to adjust your fundraising strategies accordingly. For example, if you discover that a significant number of donors lapsed during an economic downturn, you might adjust your appeals to ask for smaller donations and emphasize the effects of the economy on students’ abilities to attend their dream school.
If you need help formulating strategies based on your fundraising data, consider partnering with a higher ed technology consultant. These experts can help you leverage your CRM more effectively and even customize it to fit your university’s unique needs. With the right tools and strategies in your toolbox, you’ll be able to boost your fundraising results in no time.
About the Author

Caitlin leads the brand, creative and overall go-to-market strategy for Redpath. Offering over 10 years of experience in omni-channel and B2B marketing, she has a history of successfully implementing marketing plans and leveraging campaign analytics to drive revenue. She has a passion in communications and is skilled in empowering cross-functional teams to promote positive company culture and attain collective goals.
Caitlin has a Bachelors in Sociology from the University of Wisconsin-Madison and a Masters of Business Administration from the University of St. Thomas. When Caitlin is not at work, you can find her reading a good book, sipping on some chai tea, or enjoying activities with her family such as going on walks, boating, and traveling.
Using Your Database to Boost University Fundraising Results
Your university’s database is a powerful tool for fundraising. Learn four ways you can leverage your CRM to improve donor relationships and raise more funds.
Fundraising
As trends in the economy, philanthropic efforts, and donor behavior continue to change, it’s critically important that schools steward alumni donors and recognize the essential role they play in fundraising campaigns.
Finding what messages your alumni connect to allows you to tailor your campaigns and strategies to their interests and preferences. In this guide, we’ll expand on the following ways that your school can use what you know about its alumni to motivate and maximize their support:
- Personalize outreach.
- Spread awareness of matching gift programs.
- Actively engage alumni.
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Just as you should choose fundraising ideas that align with donors’ giving motivations and behaviors, you should do the same with your alumni communications. Let’s get started!
1. Personalize outreach.
Communicating with alumni is the only way your school can make an impact on them and inspire long-term support. To avoid having your communications fall by the wayside, it’s key to make them feel genuine and personal. Make your communications feel warm and engaging with quick fixes such as greeting alumni by name at the beginning of every communication.
Next, explore your alumni database and experiment with strategies like:
- Segmenting by shared characteristics. Divide alumni by characteristics such as their average gift size, the frequency of their donations, graduating class, or other factors. Then, create and send communications that align with the corresponding alumni segment. You might create a segment based on graduating class to invite recent graduates to a young alumni networking event.
- Reaching out via their preferred communication platforms. Show that you notice and value the ways that alumni connect with your school by sending communications through the platforms they routinely use. For example, those who engaged with text and email campaigns in the past are more likely to respond on digital platforms than direct mail.
- Mentioning past support or their time as students. In your communications, reference the donor’s major or any career highlights you’re aware of to demonstrate that you know about them and their accomplishments. Additionally, acknowledge and thank them for past donations they gave to your school (e.g., “Thank you for sponsoring a student taking part in our read-a-thon last year!”).
Additionally, make sure your website is updated, easy to navigate, and has content designed to resonate with your alumni. For example, you might feature testimonials from donors about why they chose to donate to their alma mater, a page that breaks down how alumni giving has impacted your school, and a list of ways they can support your institution.
2. Spread awareness of matching gift programs.
Many corporations offer matching gift programs to their employees as a part of their corporate social responsibility (CSR) efforts. In these programs, companies match the donations their employees make to eligible organizations, usually including nonprofits, schools and universities, and other charitable organizations.
When promoting matching gifts to alumni, keep these things in mind:
- Educate them first. Matching gifts might be new to many alumni, so make sure to explain what they are before covering how alumni can leverage them to make a bigger impact. Build social proof by including matching gift statistics and real-world examples of matching gift programs from well-known companies.
- Provide detailed instructions. The matching gift process can vary from company to company depending on what CSR software they use, the internal approval process, and other factors. However, you can outline the typical cadence for donors to give them direction when submitting their matching gift requests.
- Be aware of potential deadlines. Some companies have limitations on how long after a donation they will match the gift. Additionally, donors may lose some momentum and let the opportunity to submit a match request pass them by. Send a message reminding them to submit a match request from their employer within 24 hours of their donation for the best chance of receiving a match.
You can also use your alumni database to improve matching gift program participation rates. If you know where alumni work, you can learn whether or not their employers have matching gift programs. Then, send targeted messages and reminders to those donors.
3. Actively engage alumni.
To get alumni involved in your fundraising efforts, you’ll need to cultivate a vested interest in your school’s success. Building a community of dedicated alumni and showing them the impact fundraising has on your operations will help them understand the importance their support holds.
Consider engaging your alumni with events, activities, and initiatives such as:
- Creating a mentorship program. Give alumni the chance to mentor current students who hope to have a career in their field one day. The students can ask alumni questions, get advice about how to prepare for interviews, and start building their professional networks early in their careers. Your alumni, on the other hand, will gain the enriching experience of helping a newcomer break into their field.
- Offering them committee or leadership roles. If your school has an alumni council or association, spread awareness of these organizations to alumni. Encourage them to join as members and take on leadership positions. For K-12 schools, this may look like encouraging parent alumni to join your PTA. Both options give alumni another way to get involved with your school and, ideally, motivate them to donate in the future.
- Holding exclusive events. Put together events like class reunions or networking opportunities to bring alumni together. Make sure to promote the benefits of attending (e.g., making new connections with fellow professionals) to attract more potential donors. If possible, invite influential members of your local community or a school leader to speak at the event, and include refreshments and entertainment.
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These strategies go beyond a simple email or letter, encouraging alumni to take an active role in your school’s success. Take note of the alumni who participate in these activities—they are likely to be your most dedicated, loyal supporters.
As your school would with any other donor, you should strive to provide a positive giving experience to alumni in order to motivate them to give again in the future. Make sure to accept a wide variety of payment options to make giving convenient. Always acknowledge and thank donors’ generosity through genuine thank-you messages to steward alumni who are driven to support their alma mater.

3 Ways to Maximize Alumni Support for Your School Fundraiser
Alumni have unique, personal ties to your school motivating them to give. Tap into this group and maximize their loyal support for your school and its students.
Alumni Engagement
See how leading institutions put these ideas into action










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