commit to the future
DONOR EXPERIENCE & LEGACY GIVING SURVEY
Development and Alumni Relations
TABLE OF CONTENTS INTRODUCTION OVERALL
.........................................................................................................................................pg. 1
LOYAL ANNUAL GIVING DONORS Third Pillar....................................................................................................................pg. 9 <$999 Third Pillar.....................................................................................................pg. 18
LEADERSHIP ANNUAL GIVING DONORS Presidents Club...........................................................................................................pg. 28 $1,000-$9,999 Third Pillar or Presidents Club....................................................pg. 38
MAJOR GIVING DONORS $10,000-$24,999 Lifetime Giving..........................................................................pg. 48 $25,000-$99,999 Lifetime Giving..........................................................................pg. 58 $100,000-$499,999 Lifetime Giving.....................................................................pg. 68
CONTRIBUTORS LeeAnn Haskins, Department of Psychology Clint Travis, Gift and Estate Planning Alison Godley, Gift and Estate Planning Megan Powell, Gift and Estate Planning Melissa Lee, Donor Relations and Stewardship Teale Moran, Donor Relations and Stewardship
INTRODUCTION The University of Georgia Division of Development and Alumni Relations implemented a collaborative donor survey in 2019 to learn more about donor stewardship preferences, motivation to give, and interest in making a planned gift. The Office of Gift and Estate Planning and Office of Donor Relations and Stewardship developed the online questionnaire and executed the survey with the assistance of the Office of Development and Alumni Relations Communications and a dedicated graduate intern within the Department of Psychology. Participant identities are confidential, and the responses were recorded based on lifetime giving and giving society membership to date, age, and alumni affinity. The following reports illustrate overviews of responses based on giving habits: loyal giving, leadership annual giving, and major giving. Donor constituencies included in this survey were FY19 Third Pillar donors, FY18-FY19 Presidents Club donors, Heritage Society donors, and all donors over 40 years old who have given $1+ in their lifetime. Third Pillar is a loyalty recognition program for donors making gifts in the last three or more consecutive fiscal years. Presidents Club recognizes donors whose annual gifts equal $1,500 or more. Heritage Society recognizes donors who have documented planned gifts. All donors over 40 were included to gauge interest in future planned gifts.
Donor annual giving totals are based on the University of Georgiaâ&#x20AC;&#x2122;s fiscal year that runs from July 1 to June 30. Donor cumulative giving totals are based on individual lifetime recognition credit.
ALL SURVEYED DONORS Donor constituencies included in this overview were all FY19 Third Pillar donors, FY18-FY19 Presidents Club donors, and all donors over 40 years old who have given $1+ in their lifetime. Third Pillar is a loyalty recognition program for donors making gifts in the last three or more consecutive fiscal years. Presidents Club recognizes donors whose annual gifts equal $1,500 or more. All donors over 40 were included to gauge interest in planned gifts. This report includes a broad range of donors, from engaged to disengaged. It is likely that many donors in this report have not given for several years. With a median cumulative giving amount of $3,219, most donors in this report have not yet reached a threshold of giving that warrants personalized stewardship, reporting, and recognition on a university-wide level.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $40,726 On average, theyâ&#x20AC;&#x2122;re 59.0 years old Tendency to live in Georgia Most attended Terry College of Business Most are UGA alumni
STEWARDSHIP -
Tendency to feel newsletters and thank you notes from students/faculty are meaningful Tendency to feel letters signed by administration and financial reporting are somewhat meangingful Tendency to feel donor events and activities are either somewhat meaningful or non-applicable
DONOR RECOGNITION -
Tendency to feel Presidents Club Reception is non-applicable Tendency to feel magnets/decals and naming recognition are somewhat meaningful Tendency to feel lapel pins are not to somewhat meaningful
MOTIVATION TO GIVE -
The majority give because they are alumni A large sample give to support athletics and to support academic initiatives If they give to support academic initiatives, scholarships and student programs are the most important to them
LIKELIHOOD OF CONTINUING TO GIVE -
Large samples intend to make additional gifts, intend to never stop giving, or will support something if it sparks their interest
INTEREST IN PLANNED GIFT -
Large samples might be interested in making a planned gift or will never be interested in making a planned gift
APPEALING METHODS OF COMMUNICATION -
The majority prefer email and mail A large sample would like face to face visits
Page | 1
I. DEMOGRAPHICS Lifetime Recognition
5M
4M
3M
2M
1M
900K
800K
700K
600K
3,348
500K
Sample Size
400K
$0 - $5,566,606
300K
Min - Max
200K
$3,219 226 88 32 20 21 10 8 5 3 5 5 2 1 1 3 2 0 0 2 6 3 1 1 0 2 2 0 1 1
Median
100K
$40,726 ($232,931)
0
Average (SD)
2896
34
14
1
85-89
90-95
95-100
80-84
75-79
70-74
65-69
105
215
382
376 60-64
428
386 55-59
353
394 50-54
45-49
40-44
63
3,123 (225 age as 0; taken out)
35-39
Sample Size
68
22 - 97
30-34
Min - Max
43
59 years
25-29
Median
12
59.0 years (13.2 years)
20-24
Average (SD)
249
Age
State First
Georgia (2285 donors)
Second
Florida (151 donors)
Third
South Carolina (123 donors)
Fourth
North Carolina (118 donors)
Sample Size
3,303
4
2
1
1
ENGINEERING
GRAD SCHOOL
32 CED
IHE
33 SPIA
PUBLIC HEALTH
58
41
WARNELL
72 VET MED
SOCIAL WORK
76 PHARMACY
101 FACS
425
155
Sample Size
LAW
Agriculture (167 donors)
167
Fifth
AGRICULTURE
Journalism & Mass Comm (207)
207
Fourth
GRADY
Education (477 donors)
477
Third
EDUCATION
Arts & Sciences (689 donors)
689
Second
ARTS & SCIENCES
Business (714 donors)
714
First
BUSINESS
School/College
Page | 2
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 3348 69
Sample size 2878 3.3% 1.8%
139 213
Alumni
315
Bachelor's Degree
14.2%
Master's Degree
Parent 653
22.6%
Faculty/Staff Member
2878
Doctorate Degree
79.9%
Student
Specialist's Degree
III. STEWARDSHIP Donor events and activities Financial reporting Thank you letters signed by administration
N/A
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
1045 (33.8%)
983 (31.6%)
716 (23.2%)
707 (23.0%)
553 (17.7%)
1220 (39.2%)
1271 (41.1%)
1217 (39.6%)
1186 (37.9%) 277 (9.0%)
501 (16.1%)
644 (20.8%)
575 (18.7%)
671 (21.5%)
228 (7.4%)
405 (13.0%)
459 (14.9%)
576 (18.7%)
717 (22.9%)
Newsletters
1543 (49.9%)
Thank you notes from students/faculty
VERY MEANINGFUL
Page | 3
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
1.95 (0.71)
Sample Size
2410
49.2% 27.8%
1 Not Meaningful
22.9%
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
2.05 (0.71)
Sample Size
2499
48.7% 28.3%
23.0%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD)
2.18 (0.72)
Sample Size
2704
18.5%
1 Not Meaningful
45.1%
36.4%
2 Somewhat Meaningful
3 Very Meaningful
Thank You Letters Signed by Administration Average (SD)
2.03 (0.72)
Sample Size
2631
48.3% 27.2%
24.5%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Newsletters Average (SD)
2.27 (0.62)
Sample Size
2865
53.9%
36.5%
9.7% 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 4
IV. DONOR RECOGNTION Annual Presidents Club Reception Naming recognition
Lapel pins
N/A
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
621 (19.7%)
441 (14.0%)
585 (19.0%)
377 (12.5%)
1335 (42.3%)
897 (28.5%)
1068 (34.7%)
665 (22.0%)
879 (27.8%)
1188 (37.8%)
709 (23.0%)
649 (21.5%)
323 (10.2%)
617 (19.6%)
718 (23.3%)
1331 (44.0%)
Magnets/decals
VERY MEANINGFUL
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD)
1.70 (0.75)
Sample Size
2526
47.0%
1 Not Meaningful
35.5%
2 Somewhat Meaningful
17.5%
3 Very Meaningful
Magnets/Decals Average (SD)
1.91 (0.72)
Sample Size
2835
31.0%
1 Not Meaningful
47.1% 21.9%
2 Somewhat Meaningful
3 Very Meaningful
Page | 5
Naming Recognition Average (SD)
1.95 (0.74)
Sample Size
2362
30.0%
45.2% 24.8%
1 Not Meaningful
2 Somewhat Meaningful
38.4%
39.3%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
1.84 (0.76)
Sample Size
1691
22.3%
3 Very Meaningful
V. MOTIVATION TO GIVE Sample size 3348
Other
20
I have been personally impacted by private giving to UGA.
25
I enjoy being invited to UGA donor events and activities.
24
I enjoy receiving communications from UGA.
38
I support UGA's academic initiatives and priorities.
140
I support Georgia Bulldog Athletics.
40
My gifts honor/remember a loved one.
10
I have a personal connection with a UGA student/alum/staff.
44
I am an alum of UGA.
167
0
50
100
150
200
Page | 6
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 1548
Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following: 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
Scholarships
71.3%
Student programs
52.3%
Recruiting and retaining the best faculty
46.8%
Research and innovation
44.7%
Updated facilities and technology
42.6%
Experiential and service learning
31.4%
Extension programs and continuing education Other
80.0%
26.7% 6.1%
VII. LIKELIHOOD OF CONTINUED GIVING Sample size 3348 0
200
400
600
800
1000
I will likely continue to make additional gifts.
1400
1600
1800
1533
I bleed red and black! I will never stop giving.
882
If something sparks my interest, I will support it through giving.
423
Other
273
At this time, I am unable to continue giving.
104
I do not plan to continue giving.
100
My previous gift was a one-time gift.
1200
33
Page | 7
VIII. INTEREST IN PLANNED GIFT Sample size 2991
Other
11
No, I will never be interested.
61
Not now, but I might be intereted in the future.
128
Not now, but I will be intersted in the future.
24
Yes, I am interested in learning more.
3
I have already given by will/trust/designation.
4
0
20
40
60
80
100
120
140
IX. APPEALING METHODS OF COMMUNICATION Sample size 3348 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
70.0%
80.0%
90.0%
85.7%
Phone
8.5%
44.2%
Text
15.8%
Events
27.3%
Video
12.7%
Face to Face Visit Other
60.0%
15.9% 3.7%
Page | 8
THIRD PILLAR SOCIETY Third Pillar is a recognition program for donors making gifts in the last three or more consecutive fiscal years. Third Pillar donors receive a mailing upon their first gift of the fiscal year that includes a Third Pillar magnet. This overview includes statistics from FY19 Third Pillar donors. This donor group is broad but loyal and have been recently stewarded at various levels. With a median cumulative giving amount of $5,413, many donors in this report have not yet reached a threshold of giving that warrants personalized stewardship, reporting, events, and recognition on a university-wide level. Third Pillar donors who are giving at annual leadership or major giving levels are stewarded through additional giving societies and schools, colleges, and units.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $64,973 On average, theyâ&#x20AC;&#x2122;re 58.3 years old They tend to live in Georgia Most attended Terry College of Business Most are alumni
STEWARDSHIP -
They tend to feel thank you notes from students/faculty, newsletters, and thank you letters signed by administration are meaningful They tend to feel donor events and activities are either somewhat meaningful or non-applicable They tend to feel financial reporting is somewhat meaningful
DONOR RECOGNITION -
They tend to feel magnets/decals and naming recognition are meaningful They tend to feel that lapel pins are not to somewhat meaningful They tend to feel the annual presidents club reception does not apply to them
MOTIVATION TO GIVE -
The majority give because they are alumni A large sample give to support academic initiatives If they give to support academic initiatives, scholarships and student programs are the most important to them
LIKELIHOOD OF CONTINUING TO GIVE -
A large sample intend to make additional gifts and never stop giving
INTEREST IN PLANNED GIFT -
A large sample might be interested in making a planned gift
APPEALING METHODS OF COMMUNICATION -
The majority prefer email and mail
Page | 9
I. DEMOGRAPHICS Lifetime Recognition
5
0
2
3
1
1M-2M
2M-3M
3M-4M
4M-5M
5M+
10
0 1M
500000
500000-1M
2
4
450000
6
4
350000
400000
14
8 300000
11 200000
250000
18 150000
109
1286
43
Sample Size
$35 - $5,566,606
100000
Min - Max
$5,413 0
Median
1044
$64,973 ($322,371)
50000
Average (SD)
173
5
7
85-89
90-95
80-84
75 75-79
70-74
65-69
60-64
55-59
48
131
97
128 50-54
58 45-49
82 40-44
35-39
33
44
77
1139 (147 age as 0; taken out)
30-34
Sample Size
23 - 93
25-29
Min - Max
61 years 18
Median
58.3 years (15.4 years)
20-24
Average (SD)
163
Age
State First
Georgia (884 donors)
Second
Florida (58 donors)
Third
North Carolina (47 donors)
Fourth
South Carolina (41 donors)
Sample Size
1276
220
29
10 SOCIAL WORK
VET MED
2
22 SPIA
PUBLIC HEALTH
30 PHARMACY
IHE
2
73
25 FORESTRY
LAW
41
CED
8 FACS
170
71
1032
JOURNALISM
Sample Size
Journalism & Mass Comm (71)
EDUCATION
Fifth
Law (73 donors)
BUSINESS
Fourth
Education (170 donors)
ARTS & SCIENCES
Third
Arts & Sciences (220 donors) 61
Second
Business (268 donors)
AGRICULTURE
First
268
School/College
Page | 10
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 1286
Sample size 1065
Alumni
27 101
67
Bachelor's Degree
3.7% 2.3%
Parent
Master's Degree
16.9%
182
286
Faculty/Staff Member
1065
Other
Doctorate Degree
24.6%
79.9% Specialist's Degree
Friend
N/A
443 (36.6%)
471(38.5%)
358 (29.6%)
306 (25.5%)
270 (22.2%)
514 (42.1%)
562 (46.4%)
529 (44.0%)
76 (6.3%)
153 (12.5%)
191 (15.8%)
198 (16.5%)
223 (18.4%) 53 (4.4%)
84 (6.9%)
100 (8.3%)
169 (14.1%)
219 (18.0%)
503 (41.4%)
Donor events and activities Financial reporting Thank you letters signed by administration Thank you notes from students/faculty Newsletters
638 (52.7%)
III. STEWARDSHIP
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL Page | 11
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
50.5%
2.05 (0.69)
Median
2.0
Sample Size
27.1%
22.4%
996 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
2.10 (0.68)
Median
2.0
Sample Size
1033
51.2% 29.6%
19.2%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD) Median Sample Size
2.28 (0.69) 2.0
45.2%
41.4%
2 Somewhat Meaningful
3 Very Meaningful
13.4%
1138 1 Not Meaningful
Thank You Letters Signed by Administration Average (SD) Median Sample Size
50.6%
2.15 (0.69) 2.0
32.2% 17.2%
1111 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 12
Newsletters Average (SD)
55.1%
2.32 (0.59)
Median
2.0
Sample Size
1157
38.3%
6.6%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
IV. DONOR RECOGNTION Annual Presidents Club Reception Naming recognition Lapel pins
521 (42.4%)
259 (21.1%)
190 (15.6%)
260 (21.9%)
192 (16.3%)
392 (32.2%)
454 (38.3%) 298 (25.3%)
381(31.0%)
238 (20.1%)
205 (17.4%) 68 (5.5%)
16613.7%)
223 (19.7%)
468 (38.5%)
481 (40.9%)
Magnets/decals
N/A
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL Page | 13
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD) Median Sample Size
1.74 (0.75)
44.6%
37.3%
2.0
18.1%
1050 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Magnets/Decals Average (SD) Median Sample Size
1.89 (0.74)
32.8%
44.9% 22.3%
2.0 1161
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Naming Recognition Average (SD)
2.02 (0.72)
Median
2.0
Sample Size
952
47.7% 25.0%
1 Not Meaningful
2 Somewhat Meaningful
27.3%
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
1.98 (0.76)
Median
2.0
Sample Size
695
29.5%
1 Not Meaningful
42.9% 27.6%
2 Somewhat Meaningful
3 Very Meaningful
Page | 14
V. MOTIVATION TO GIVE Sample size 1286 0
100
200
300
400
500
600
700
800
900
I am an alum of UGA.
1000 920
I have a personal connection with a UGA student/alum/staff.
292
My gifts honor/remember a loved one.
144
I support Georgia Bulldog Athletics.
383
I support UGA's academic initiatives and priorities.
798
I enjoy receiving communications from UGA.
167
I enjoy being invited to UGA donor events and activities.
212
I have been personally impacted by private giving to UGA.
117
Other
123
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 798 Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following: 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Scholarships
80.0% 71.8%
Student programs
55.5%
Recruiting and retaining the best faculty
48.5%
Research and innovation
44.5%
Updated facilities and technology
43.4%
Experiential and service learning
33.1%
Extension programs and continuing education Other
70.0%
25.7% 6.5%
Page | 15
VII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 1286 0
At this time, I am unable to continue giving.
100
200
300
400
600
700
442 4
I will likely continue to make additional gifts.
693
If something sparks my interest, I will support it through giving. My previous gift was a one-time gift.
800
1
I bleed red and black! I will never stop giving. I do not plan to continue giving.
500
77 5
Other
64
VIII. INTEREST IN PLANNED GIFT Sample size 1235
0
100
200
No, I will never be interested.
400
500
600
700
280
Not now, but I might be interested in the future.
624
Not now, but I will be interested in the future.
110
Other
69
I have already given by will/trust/designation. Yes, I am interested in learning more.
300
141 11
Page | 16
IX. APPEALING METHODS OF COMMUNICATION Sample size 1286 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
80.0%
90.0%
100.0%
87.5%
Phone
12.6%
53.0%
Text
17.6%
Events
34.7%
Video
16.0%
Face to Face Visit Other
70.0%
21.8% 2.8%
Page | 17
<$999 THIRD PILLAR SOCIETY Third Pillar is a recognition program for donors making gifts in the last three or more consecutive fiscal years. Third Pillar donors receive a mailing upon their first gift of the fiscal year that includes a Third Pillar magnet. This overview includes statistics from FY19 Third Pillar donors who have given less than $1000 in their lifetime. This donor group is loyal. With a median cumulative giving amount of $500, donors in this report have not yet reached a threshold of giving that warrants personalized stewardship, reporting, events, and recognition on a university-wide level.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $501 On average, theyâ&#x20AC;&#x2122;re 46.7 years old They tend to live in Georgia Most attended Arts & Sciences College Most are alumni
STEWARDSHIP -
They tend to feel financial reporting, thank you letters signed by administration, thank you notes from students/faculty, and newsletters are meaningful. They tend to feel donor events and activities are either somewhat meaningful or non-applicable.
DONOR RECOGNITION -
They tend to feel magnets/decals are meaningful They tend to feel that naming recognition is either somewhat meaningful or does not apply to them They tend to feel that lapel pins are between not and somewhat meaningful They tend to feel the annual presidents club reception does not apply to them
MOTIVATION TO GIVE -
The majority give because they are alumni and to support academic initiatives If they give to support academic initiatives, scholarships and student programs are the most important to them
LIKELIHOOD OF CONTINUING TO GIVE -
The majority intend to make additional gifts A large sample intend to never stop giving
INTEREST IN PLANNED GIFT -
The majority might be interested in making a planned gift A large sample will never be interested in making a planned gift
Page | 18
APPEALING METHODS OF COMMUNICATION -
The majority prefer email and mail
I. DEMOGRAPHICS
Min - Max
10
15 14 17
6
9 9
13 13 16 14
16
17
14
10
4
$500
5
Median
18
$501 ($262) 1
Average (SD)
23
Lifetime Recognition
$35 - $995
Sample Size
244
13
12
13
13
14
50-54
55-59
60-64
65-69
70-74
18
23
0
1
90-95
5
80-84
85-89
6
75-79
45-49
40-44
203 (41 age as 0; taken out)
27
Sample Size
35-39
23 - 92
26
Min - Max
30-34
43 years
25-29
Median
9
46.7 years (16.5 years)
20-24
Average (SD)
23
Age
State First Second Third
Georgia (158 donors) Florida (10 donors) New York (7 donors) South Carolina (7 donors)
Page | 19
Education (38 donors)
Third
Business (36 donors)
Fourth
Journalism & Mass Comm (12)
Fifth
Agriculture (9 donors)
8
VET MED
3
5
SOCIAL WORK
2
PUBLIC HEALTH
SPIA
PHARMACY
LAW
JOURNALISM
CED
EDUCATION
BUSINESS
ARTS & SCIENCES
AGRICULTURE
2
3
8
FORESTRY
6
7
FACS
9
12
Second
38
Arts & Sciences (46 donors)
36
First
46
School/College
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 244
Sample size 192
Alumni 3
3.6%
Bachelor's Degree
3.6%
Parent
11 14
32
Faculty/Staff Member Student
39 192
Master's Degree
13.5%
Doctorate Degree
24.0%
77.6% Friend
Specialist's Degree
Other:
OTHER CONNECTION TO UGA Sample size 13 •
And researcher, using Hargrett Library as well as Special Collections building
•
Athletic Support
•
Community Member
•
Extension Master Gardener
•
father was a prof in the college of educ also
• •
Former faculty Friend of Skidaway Institute of Oceanography and have no connection to any other part of the University!
Page | 20
• •
Grandparent and horse and dog hospital users I live in Athens and consider the University a significant reason why I moved here. Especially the music department. We donated my late husband's instrument and contribute to the music department annually.
•
I’m in the process of applying to ETAP PHD program to begin in 2020.
•
Parent and Grandparent
•
Parent of alumni
•
Retired staff
III. STEWARDSHIP Donor events and activities Financial reporting Thank you letters signed by administration Thank you notes from students/faculty
N/A
96 (40.5%) 65 (27.8%) 43 (18.7%)
78 (33.5%)
125 (53.6%) 98 (41.4%)
110 (47.0%)
99 (43.0%)
41 17.7%)
41 (17.5%)
43 (18.7%)
28 (11.8%)
20 (8.6%)
(53.6%)
15 (6.3%)
18 (7.7%)
45 (19.5%)
45 (19.6%)
53 (22.9%)
92 (39.8%)
Newsletters
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 21
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
1.98 (0.70)
Median
2.0
Sample Size
178
51.7% 25.3%
1 Not Meaningful
23.0%
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
53.5%
2.0 (0.68)
Median
2.0
Sample Size
185
23.2%
1 Not Meaningful
23.2%
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD)
2.31 (0.68)
Median
2.0
Sample Size
222
44.1%
43.2%
2 Somewhat Meaningful
3 Very Meaningful
12.6%
1 Not Meaningful
Thank You Letters Signed by Administration Average (SD)
50.9%
2.11 (0.69)
Median
2.0
Sample Size
216
30.1%
19.0%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 22
Newsletters Average (SD)
2.26 (0.61)
Median
2.0
Sample Size
223
56.1% 35.0% 9.0%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
IV. DONOR RECOGNITION Annual Presidents Club Reception Naming recognition Lapel pins
N/A
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
71 (30.1%) 41 (17.5%)
22 (10.0%)
53 (23.3%)
72 (30.8%)
68 (30.0%) 26 (11.8%)
48 (20.3%)
42 (18.5%)
32 (14.5%)
11 (4.7%)
37 (15.8%)
64 (28.2%)
84 (35.9%)
106 (44.9%)
140 (63.6%)
Magnets/decals
VERY MEANINGFUL
Page | 23
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD)
1.78 (0.77)
Median
2.0
Sample Size
197
42.6%
36.5% 20.8%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Magnets/Decals Average (SD)
2.10 (0.72)
Median
2.0
Sample Size
225
47.1% 21.3%
1 Not Meaningful
2 Somewhat Meaningful
31.6%
3 Very Meaningful
Naming Recognition Average (SD)
2.07 (0.76)
Median
2.0
Sample Size
163
41.7% 25.8%
1 Not Meaningful
2 Somewhat Meaningful
32.5%
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
1.88 (0.82)
Median
2.0
Sample Size
80
40.0%
1 Not Meaningful
32.5%
2 Somewhat Meaningful
27.5%
3 Very Meaningful
Page | 24
V. MOTIVATION TO GIVE Sample size 244
Other
20
I have been personally impacted by private giving to UGA.
25
I enjoy being invited to UGA donor events and activities.
24
I enjoy receiving communications from UGA.
38
I support UGA's academic initiatives and priorities.
140
I support Georgia Bulldog Athletics.
40
My gifts honor/remember a loved one.
10
I have a personal connection with a UGA student/alum/staff.
44
I am an alum of UGA.
167
0
50
100
150
200
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 140
Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following:
Scholarships
72.9%
Student programs
68.6%
Recruiting and retaining the best faculty
45.7%
Research and innovation
45.7%
Updated facilies and technology
40.7%
Experiential and service learning
39.3%
Extention programs and continuing education Other
30.0% 5.7% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0%
Page | 25
VII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 244
I will likely continue to make additional gifts.
137
I bleed red and black! I will never stop giving.
72
If something sparks my interest, I will support it through giving.
23
Other
10
At this time, I am unable to continue giving.
1
I do not plan to continue giving.
1
0
50
100
150
VIII. INTEREST IN PLANNED GIFT Sample size 231
Not now, but I might be interested in the future.
128
No, I will never be interested.
61
Not now, but I will be interested in the future.
24
Other
11
I have already given by will/trust/designation.
4
Yes, I am interested in learning more.
3
0
50
100
150
Page | 26
IX. APPEALING METHODS OF COMMUNICATION Sample size 244
86.5%
Phone
15.2%
51.6%
Text
21.3%
Events
30.7%
Video
16.4%
Face to Face Visit
13.1%
Other
3.3% 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
80.0%
90.0%
Page | 27
PRESIDENTS CLUB Presidents Club recognizes donors whose annual gifts equal $1,500 or more. Presidents Club members receive a welcome packet, lapel pin, the opportunity to be listed in the Honor Roll of Donors, and an invitation to the annual Presidents Club Reception. This overview includes statistics from FY18-FY19 Presidents Club donors. This donor group is currently engaged and have been recently stewarded at an annual leadership level. With a median cumulative giving amount of $48,000, some donors in this report have likely supported endowed funds and received some personalized stewardship, reporting, and recognition on a universitywide level, but many donors have not yet reached cumulative thresholds of giving that warrant standing invitations to events. Their gifts are also stewarded strategically through schools, colleges, and units.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $168,779 On average, theyâ&#x20AC;&#x2122;re 60.8 years old They tend to live in Georgia Most attended Terry College of Business Most are alumni
STEWARDSHIP -
They tend to feel all forms of stewardship are meaningful
DONOR RECOGNITION -
They tend to feel the annual presidents club reception and naming recognition are meaningful They tend to feel that magnets/decals and lapel pins are not to somewhat meaningful
MOTIVATION TO GIVE -
The majority give because they support academic initiatives and because they are alumni If they give to support academic initiatives, scholarships, student programs, and recruiting the best faculty are the most important to them A large sample give to support athletics
LIKELIHOOD OF CONTINUING TO GIVE -
The majority intend to make additional gifts A large sample intend to never stop giving
INTEREST IN PLANNED GIFT -
A large sample might be interested in making a planned gift
APPEALING METHODS OF COMMUNICATION -
The majority prefer email and mail A large sample would like face to face visits and events
Page | 28
I. DEMOGRAPHICS Lifetime Recognition
2
3
3M-4M
4M-5M
2
1 2M-3M
5M+
15
4
9
3 450000
500000
1M-2M
5 400000
500K-1M
10
8 350000
18
300000
17
250000
111
66
200000
617
27
$1365 - $5,566,606
150000
Sample Size
$48,020
100000
Min - Max
316
0
Median
$168,779 ($514,696)
50000
Average (SD)
3
3
85-89
90-95
24 80-84
75-79
70-74
65-69
60-64
55-59
33
58
65
58
71 27 45-49
50-54
32 10 35-39
40-44
15 30-34
492 (125 age as 0; taken out)
6
Sample Size
22 - 93
25-29
Min - Max
62 years 3
Median
60.8 years (13.4 years)
20-24
Average (SD)
84
Age
State First Second Third Fourth Sample Size
Georgia (438 donors) Florida (29 donors) North Carolina (20 donors) Texas (19 donors) 613
Page | 29
School/College Business (149 donors) Arts & Sciences (78 donors) Law (46 donors)
46
17 VET MED
SOCIAL WORK
SPIA
PHARMACY
LAW
1
6
12
27 JOURNALISM
IHE
FORESTRY
FACS
1
6
11
7 CED
1 ENGINEERING
425
BUSINESS
Sample Size
ARTS & SCIENCES
Journalism & Mass Comm (27)
20
Fifth
43
Education (43 donors)
AGRICULTURE
Fourth
78
Third
EDUCATION
Second
149
First
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 617
Sample size 450
Alumni 3.6%
13 63
Parent
53
Faculty/Staff Member
66 450 197
Other Friend
1.8%
Master's Degree
18.2% 23.1%
Bachelor's Degree
83.3%
Doctorate Degree
Specialist's Degree
Student
Page | 30
III. STEWARDSHIP Donor events and activities Financial reporting Thank you notes from students/faculty Thank you letters signed by administration
N/A
197 (34.2%)
211 (36.1%)
247 (41.9%)
210 (36.0%)
203 (34.4%)
311 (54.0%)
270 (46.2%)
242 (41.1%)
251 (43.1%)
47(8.2%)
79 (13.5%)
72 (12.2%)
91 (15.6%)
79 (13.4%) 21 (3.6%)
24 (4.1%)
28 (4.8%)
31 (5.3%)
47 (8.0%)
261 (44.2%)
Newsletters
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 31
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
48.1%
2.23 (0.68)
Median
2.0
Sample Size
543
37.4%
14.5%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
45.5%
2.22 (0.71)
Median
2.0
Sample Size
552
38.0%
16.5%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
43.1%
44.0%
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD)
2.31 (0.69)
Median
2.0
Sample Size
561
12.8%
1 Not Meaningful
Thank You Letters Signed by Administration Average (SD) Median Sample Size
2.24 (0.68) 2.0
48.2%
37.7%
14.1%
560 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 32
Newsletters Average (SD)
56.0%
2.27 (0.61)
Median
2.0
Sample Size
555
35.5%
8.5%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
IV. DONOR RECOGNTION Annual Presidents Club Reception Naming recognition Lapel pins
74 (12.8%)
98 (16.8%)
152 (26.3%)
170 (29.0%)
241 (41.7%)
213 (36.4%)
256 (44.2%)
269 (45.8%)
240 (41.5%)
113 (19.5%)
100 (17.0%)
N/A
23 (4.0%)
28 (4.8%)
58 (10.0%)
48 (8.2%)
246 (42.1%)
Magnets/decals
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 33
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD)
1.73 (0.74)
Median
2.0
Sample Size
557
44.2%
38.2% 17.6%
1 Not Meaningful
2 Somewhat Meaningful
43.2%
43.4%
3 Very Meaningful
Magnets/Decals Average (SD)
1.70 (0.69)
Median
2.0
Sample Size
555
13.3%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Naming Recognition Average (SD)
49.1%
2.07 (0.71)
Median
2.0
Sample Size
521
29.2%
21.7%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
49.9%
2.13 (0.70)
Median
2.0
Sample Size
539
31.5% 18.6%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 34
V. MOTIVATION TO GIVE Sample size 617 0
50
100
150
200
250
300
I am an alum of UGA.
350
400 364
I have a personal connection with a UGA student/alum/staff.
182
I gifts honor/remember a loved one.
112
I support Georgia Bulldog Athletics.
253
I support UGA's academic initiatives and priorities. I enjoy receiving communications from UGA.
388 51
I enjoy being invited to UGA donor events and activities. I have been personally impacted by private giving to UGA.
450
153 55
Other
61
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 388 Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following: 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
Scholarships
70.0%
80.0%
69.8%
Student programs
49.7%
Recruiting and retaining the best faculty
45.4%
Research and innovation
39.2%
Updated facilities and technology
38.7%
Experiential and service learning
28.4%
Extension programs and continuing education Other
60.0%
18.0% 7.2%
Page | 35
VII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 617 0
At this time, I am unable to continue giving.
50
100
150
200
250
300
350
1
I bleed red and black! I will never stop giving.
195
I do not plan to continue giving.
2
I will likely continue to make additional gifts.
317
If something sparks my interest, I will support it through giving.
51
My previous gift was a one-time gift.
5
Other
46
VIII. INTEREST IN PLANNED GIFT Sample size 589 0
50
100
No, I will never be interested.
200
250
300
97
Not now, but I might be interested in the future.
281
Not now, but I will be interested in the future.
67
Other
40
I have already given by will/trust/designation. Yes, I am interested in learning more.
150
99
5
Page | 36
IX. APPEALING METHODS OF COMMUNICATION Sample size 617 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
70.0%
80.0%
90.0%
100.0%
88.0%
Phone
10.2%
47.3%
Text
17.0%
Events
43.6%
Video
15.9%
Face to Face Visit Other
60.0%
36.6% 3.1%
Page | 37
$1000-$9999 THIRD PILLAR AND PRESIDENTS CLUB Third Pillar is a loyalty recognition program for donors making gifts in the last three or more consecutive fiscal years. Third Pillar donors receive a mailing upon their first gift of the fiscal year that includes a Third Pillar magnet. Presidents Club recognizes donors whose annual gifts equal $1,500 or more. Presidents Club members receive a welcome packet, lapel pin, the opportunity to be listed in the Honor Roll of Donors, and an invitation to the annual Presidents Club Reception. This overview includes statistics from FY19 Third Pillar donors and FY18-FY19 Presidents Club donors who have given between $1000-$9999 in their lifetime. This donor group is loyal and/or currently engaged. With a median cumulative giving amount of $3,846, donors in this report have not yet reached a threshold of giving that warrants personalized stewardship or reporting on a university-wide level.
DEMOGRAPHICS -
On average, they’ve given $3,846 On average, they’re 58.0 years old They tend to live in Georgia Most attended Arts & Sciences College Most are alumni
STEWARDSHIP -
They tend to feel newsletters, thank you notes from students/faculty, and thank you letters signed by administration are meaningful They tend to feel donor events, activities and financial reporting are either non-applicable to them or somewhat meaningful
DONOR RECOGNITION -
They tend to feel magnets/decals are meaningful They tend to feel that lapel pins are not meaningful They tend to feel the annual presidents club reception does not apply to them They tend to feel naming recognition either doesn’t apply to them or is somewhat meaningful
MOTIVATION TO GIVE -
-
The majority give because they are alumni and to support academic initiatives - If they give to support academic initiatives, scholarships and student programs are the most important to them A large sample give because they have a personal connection with a UGA student, alum, or staff
LIKELIHOOD OF CONTINUING TO GIVE -
The majority intend to make additional gifts and never stop giving
INTEREST IN PLANNED GIFT -
A large sample might be interested in making a planned gift or will never be interested in making a planned gift
Page | 38
APPEALING METHODS OF COMMUNICATION -
The majority prefer email and mail A large sample enjoy attending events
I. DEMOGRAPHICS
10 9500
18
11 9000
18
8500
7000
6500
8000
19
9
6000
3500
563
7500
17
5500
7
24
22
5000
34
29 4500
27
4000
54
53 3000
46
74 2500
Sample Size
$1,019 - $9,988 2000
Min - Max
$3,198
1500
Median
$3,846 ($2,412)
1000
Average (SD)
91
Lifetime Recognition
74 58
2
1 90-95
80-84
75-79
70-74
65-69
60-64
55-59
50-54
85-89
18
29
29 45-49
41
56 33 14
15
40-44
39 35-39
489 (74 age as 0; taken out)
30-34
Sample Size
22 - 91
25-29
Min - Max
60 years 4
Median
58.0 years (14.9 years)
20-24
Average (SD)
76
Age
State First Second
Georgia (351 donors) Florida (32 donors)
Third
North Carolina (28 donors)
Fourth
South Carolina (18 donors)
Sample Size
557
Page | 39
SOCIAL WORK
10 VET MED
13 SPIA
IHE
FACS
2
4
16
29 LAW
PHARMACY
32 11
18 6
JORNALISM
446
FORESTRY
Sample Size
CED
Agriculture (29) & Law (29)
EDUCATION
Fifth
1
Journalism & Mass Comm (32)
ENGINEERING
Fourth
BUSINESS
Education (82 donors)
ARTS & SCIENCES
Third
29
Business (93 donors)
AGRICULTURE
Second
82
Arts & Sciences (100 donors)
100
First
93
School/College
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 563
33
Sample size 459
Alumni
24 16
Parent 86 127
459
Faculty/Staff Member Other
Friend
3.7%
2.2%
Master's Degree
16.6% 25.1%
Bachelor's Degree
Doctorate Degree 75.6% Specialist's Degree
Page | 40
III. STEWARDSHIP Donor events and activities Financial reporting Thank you letters signed by administration Thank you notes from students/faculty
200 (38.3%)
146 (28.0%)
114 (22.1%)
89 (17.0%)
201 (28.4%)
253 (48.5%)
222 (42.4%)
236 (45.2%)
216 (41.8%)
40 (7.7%)
86 (16.5%)
57 (10.9%)
29 (5.6%)
91 (17.6%)
113 (21.6%) N/A
43 (8.2%)
54 (10.3%)
96 (18.6%)
121 (23.1%)
201 (38.4%)
Newsletters
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 41
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
49.9%
1.94 (0.71)
Median
2.0
Sample Size
403
28.0%
1 Not Meaningful
22.1%
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
51.3%
2.05 (0.70)
Median
2.0
Sample Size
421
27.1%
21.6%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
46.3%
41.9%
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD) Median Sample Size
2.30 (0.67) 2.0
11.9%
480 1 Not Meaningful
Thank You Letters Signed by Administration Average (SD)
50.4%
2.13 (0.69)
Median
2.0
Sample Size
468
31.2% 18.4%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 42
Newsletters Average (SD)
2.32 (0.62)
Median
2.0
Sample Size
493
51.3%
40.6%
8.1%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
IV. DONOR RECOGNTION Annual Presidents Club Reception Naming recognition Lapel pins
209 (38.9%)
N/A
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
122 (22.7%) 76 (14.3%)
90 (17.5%)
61 (12.0%)
142 (26.8%)
175 (34.1%) 98 (19.3%)
160 (29.8%)
113 (22.0%)
46 (8.6%)
8888 (17.3%)
108 (20.4%)
135 (26.3%)
204 (38.5%)
262 (51.5%)
Magnets/decals
VERY MEANINGFUL
Page | 43
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD)
1.70 (0.76)
Median
2.0
Sample Size
422
48.3% 33.6% 18.0%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Magnets/Decals Average (SD)
1.92 (0.76)
Median
2.0
Sample Size
491
32.6%
1 Not Meaningful
42.6% 24.8%
2 Somewhat Meaningful
3 Very Meaningful
Naming Recognition Average (SD)
1.94 (0.73)
Median
2.0
Sample Size
378
46.3% 29.9%
1 Not Meaningful
23.8%
2 Somewhat Meaningful
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
1.89 (0.77)
Median
2.0
Sample Size
247
35.6%
39.7% 24.7%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 44
V. MOTIVATION TO GIVE Sample size 563 0
50
100
150
200
250
300
350
I am an alum of UGA.
450
399
I have a personal connection with a UGA student/alum/staff. My gifts honor/remember a loved one.
400
134 57
I support Georgia Bulldog Athletics.
77
I support UGA's academic initiatives and priorities.
345
I enjoy receiving communications from UGA.
69
I enjoy being invited to UGA donor events and activities.
73
I have been personally impacted by private giving to UGA.
48
Other
52
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 345 Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following: 0.0%
10.0%
20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0%
Scholarships
72.2%
Student programs
55.7%
Recruiting and retaining the best faculty
48.4%
Research and innovation
46.4%
Updated facilities and technology
41.4%
Experiential and service learning
34.8%
Extension programs and continuing education Other
24.3% 6.7%
Page | 45
VII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 563 0
At this time, I am unable to continue giving.
50
100
150
250
300
350
1
I bleed red and black! I will never stop giving. I do not plan to continue giving.
200
181
4
I will likely continue to make additional gifts.
315
If something sparks my interest, I will support it through giving.
31
Other
31
VIII. INTEREST IN PLANNED GIFT Sample size 541
0
50
No, I will never be interested.
150
200
250
300
350
142
Not now, but I might be interested in the future.
288
Not now, but I will be interested in the future.
38
Other
29
I have already given by will/trust/designation.
Yes, I am interested in learning more.
100
39 5
Page | 46
IX. APPEALING METHODS OF COMMUNICATION Sample size 563 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
80.0%
90.0%
100.0%
88.3%
Phone
11.5%
51.0%
Text
14.9%
Events
32.1%
Video
16.7%
Face to Face Visit Other
70.0%
18.3% 2.5%
Page | 47
$10,000 - $24,999 LIFETIME RECOGNITION Lifetime recognition levels are reached through loyalty, annual leadership gifts, and/or major gifts. This overview includes statistics from donors who have given between $10,000-$24,999 in their lifetime. Some donors in this group are not currently engaged. With a median cumulative giving amount of $16,871, many donors in this report have not yet reached the threshold of giving that warrants personalized stewardship, reporting, or standing invitations to events on a university-wide level. Their gifts may be stewarded and recognized more strategically through the schools, colleges, and units.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $16,871 On average, theyâ&#x20AC;&#x2122;re 59.7 years old They tend to live in Georgia Most attended Terry College of Business Most are alumni
STEWARDSHIP -
They tend to feel financial reporting, thank you notes from students/faculty, and newsletters are meaningful They tend to feel donor events and activities as either somewhat meaningful or non-applicable They tend to feel thank you letters signed by administration are not to somewhat meaningful
DONOR RECOGNITION -
They tend to feel magnets/decals and naming recognition are meaningful They tend to feel that lapel pins are not to somewhat meaningful They tend to feel the annual presidents club reception does not apply to them
MOTIVATION TO GIVE -
A large sample give because they are alumni, to support Bulldog athletics, and to support academic initiatives If they give to support academic initiatives, scholarships are the most important to them
LIKELIHOOD OF CONTINUING TO GIVE -
The majority intend to make additional gifts A large sample intend to never stop giving
INTEREST IN PLANNED GIFT -
A large sample might be interested in making a planned gift and will never stop giving
APPEALING METHODS OF COMMUNICATION -
The majority prefer email
Page | 48
I. DEMOGRAPHICS
20
16 23000
22000
19000
24000
21000
23
29
28
20000
18 18000
17000
416
14000
$10,000 - $24,914
34
33
28
27
15000
16000
32
28 13000
37 31
Sample Size
12000
Min - Max
$16,810 11000
Median
$16,871 ($4227)
10000
Average (SD)
32
Lifetime Recognition
4
1 90-95
19 80-84
70-74
65-69
60-64
55-59
50-54
45-49
40-44
85-89
20 75-79
50
46
53
44
48 39
6 35-39
393 (23 age as 0; taken out)
7
Sample Size
29 - 93
30-34
Min - Max
59 years 1
Median
59.7 years (12.6 years)
25-29
Average (SD)
55
Age
State First Second
Georgia (319 donors) North Carolina (15 donors)
Third
Texas (14 donors)
Fourth
Florida (11 donors)
Page | 49
School/College Business (111 donors) Arts & Sciences (72 donors) Education (59 donors)
7
3
7 1
3
26 14 4
Law (21 donors)
3
Fifth
21
Journalism & Mass Comm (26) 19
Fourth
59
Third
72
Second
111
First
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 416
Sample size 358 Alumni
7
13
Parent
35 30
Faculty/Staff Member
86
Student 358 Friend
Bachelor's Degree
3.4% 1.4%
Master's Degree
11.1% 17.5%
Doctorate Degree
73.6% Specialist's Degree
Other
Page | 50
III. STEWARDSHIP Donor events and activities Financial reporting Thank you letters signed by administration Thank you notes from students/faculty
N/A
121 (31.0%)
110 (28.4%)
87 (22.8%)
81 (21.0%)
70 (17.9%)
164 (42.3%)
146 (38.2%)
178 (46.1%)
31 (7.9%)
69 (17.8%)
95 (24.9%)
70 (18.1%)
74 (18.9%) 25 (6.4%)
4511.6%)
54 (14.1%)
57 (14.8%)
88 (22.4%)
160 (40.8%)
213 (54.6%)
Newsletters
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 51
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
52.6%
1.99 (0.69)
Median
2.0
Sample Size
304
24.3%
1 Not Meaningful
23.0%
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
54.1%
2.03 (0.68)
Median
2.0
Sample Size
329
24.6%
21.3%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD)
47.8%
2.12 (0.71)
Median
2.0
Sample Size
343
32.1%
20.1%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Thank You Letters Signed by Administration Average (SD)
1.98 (0.75)
Median
2.0
Sample Size
328
44.5%
29.0%
1 Not Meaningful
26.5%
2 Somewhat Meaningful
3 Very Meaningful
Page | 52
Newsletters Average (SD)
2.25 (0.60)
Median
2.0
Sample Size
365
58.4%
33.2%
8.5%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
IV. DONOR RECOGNTION Annual Presidents Club Reception Naming recognition Lapel pins
186 (47.3%) 135 (34.5%)
162 (42.4%)
N/A
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
82 (20.9%) 52 (13.3%)
59 (15.4%)
50(13.3%)
96 (25.5%)
100 (25.4%)
84 (22.0%)
84 (22.3%) 2525 (6.4%)
59 (15.1%)
77 (20.2%)
145 (37.1%)
147 (39.0%)
Magnets/decals
VERY MEANINGFUL
Page | 53
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD)
1.72 (0.72)
Median
2.0
Sample Size
332
43.7%
40.7% 15.7%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Magnets/Decals Average (SD)
1.95 (0.70)
Median
2.0
Sample Size
368
50.5% 27.2%
1 Not Meaningful
22.3%
2 Somewhat Meaningful
3 Very Meaningful
Naming Recognition Average (SD)
53.1%
1.92 (0.68)
Median
2.0
Sample Size
305
27.5%
1 Not Meaningful
19.3%
2 Somewhat Meaningful
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
1.85 (0.75)
Median
2.0
Sample Size
230
36.5%
41.7% 21.7%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 54
V. MOTIVATION TO GIVE Sample size 416
0
50
100
150
200
250
I am an alum of UGA.
271
I have a personal connection with a UGA student/alum/staff.
58
My gifts honor/remember a loved one.
31
I support Georgia Bulldog Athletics.
233
I support UGA's academic initiatives and priorities.
178
I enjoy receiving communications from UGA.
39
I enjoy being invited to UGA donor events and activities. I have been personally impacted by private giving to UGA.
300
51 18
Other
44
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 178
Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following: 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
Scholarships
70.0% 64.0%
Student programs
48.3%
Recruiting and retaining the best faculty
47.2%
Updated facilities and technology
47.2%
Research and innovation
45.5%
Experiential and service learning
32.6%
Extension programs and continuing education Other
60.0%
28.1% 6.7%
Page | 55
VII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 416
0
50
100
150
200
I will likely continue to make additional gifts.
250
199
I bleed red and black! I will never stop giving.
135
Other
35
If something sparks my interest, I will support it through giving.
34
I do not plan to continue giving.
6
At this time, I am unable to continue giving.
5
My previous gift was a one-time gift.
2
VIII. INTEREST IN PLANNED GIFT Sample size 388
0
50
100
150
Not now, but I might be interested in the future.
250
195
No, I will never be interested.
108
Not now, but I will be interested in the future.
34
I have already given by will/trust/designation.
29
Other Yes, I am interested in learning more.
200
20 2
Page | 56
IX. APPEALING METHODS OF COMMUNICATION Sample size 416 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
Email Phone
70.0%
80.0%
90.0%
100.0%
85.8% 6.7%
41.8%
Text
18.5%
Events
28.4%
Video
12.7%
Face to Face Visit Other:
60.0%
16.8% 3.8%
Page | 57
$25,000 - $99,999 LIFETIME RECOGNITION Lifetime recognition levels are reached through loyalty, annual leadership gifts, and/or major gifts. This overview includes statistics from donors who have given between $25,000-$99,999 in their lifetime. Some donors in this group may not be currently engaged, but all have made a significant impact on the university. With a median cumulative giving amount of $49,694, donors in this report have likely supported endowed funds and received some personalized stewardship and reporting. They have not yet reached the threshold of giving that warrants standing invitations to events on a university-wide level. Their gifts are also stewarded and recognized strategically through the schools, colleges, and units.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $49,694 On average, theyâ&#x20AC;&#x2122;re 62.3 years old They tend to live in Georgia Most attended Terry College of Business Most are alumni
STEWARDSHIP -
They tend to think all forms of stewardship are meaningful
DONOR RECOGNITION -
They tend to feel magnets/decals and naming recognition are meaningful They tend to feel that lapel pins are not to somewhat meaningful They tend to feel the annual presidents club reception either does not apply to them or is somewhat meaningful
MOTIVATION TO GIVE -
The majority give to support athletics and because they are alumni A large sample give to support academic initiatives If they give to support academic initiatives, scholarships are the most important to them
LIKELIHOOD OF CONTINUING TO GIVE -
A large sample intend to make additional gifts and never stop giving
INTEREST IN PLANNED GIFT -
A large sample might be interested in making a planned gift or will never be interested in making a planned gift
APPEALING METHODS OF COMMUNICATION -
The majority prefer email
Page | 58
I. DEMOGRAPHICS
13
18
17
11
75K-80K
80K-85K
85K-90K
90K-95K
20
15 70K-75K
95K-100K
23 65K-70K
45
37
50K-55K
55K-60K
553
27
45 45K-50K
$25,139 - $99,693
60K-65K
51 40K-45K
69
82
Sample Size
30K-35K
Min - Max
$43,985 35K-40K
Median
$49,694 ($19,940)
80
Average (SD)
25K-30K
Lifetime Recognition
4
4 90-95
27 80-84
85-89
30 75-79
70-74
65-69
63
82 60-64
57 55-59
65 38 45-49
50-54
33 3 35-39
40-44
5 30-34
495 (58 age as 0; taken out)
1
Sample Size
24 - 93
25-29
Min - Max
63 years 1
Median
62.3 years (12.1 years)
20-24
Average (SD)
82
Age
State First Second Third Fourth Sample Size
Georgia (441 donors) South Carolina (25 donors) Florida (21 donors) North Carolina (15 donors) 551
Page | 59
School/College Business (158 donors) Arts & Sciences (98 donors) Education (54 donors)
Sample Size
15
22
26
28 12
Law (26 donors)
1
2
Fifth
54
Journalism & Mass Comm (28) 24
Fourth
98
Third
9
Second
158
First
449
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 553
Sample size 470 Alumni
36
10
40
152
50
Parent
470
Faculty/Staff Member Student
4.0%
1.5%
12.6%
Bachelor's Degree
Master's Degree
20.2% 86.8%
Doctorate Degree
Friend
Page | 60
III. STEWARDSHIP Donor events and activities
Financial reporting Thank you letters signed by administration Thank you notes from students/faculty
N/A
156 (30.6%)
183 (35.2%) 131 (25.5%)
147 (28.3%)
42 (8.2%)
81 (15.6%)
86 (16.8%)
84 (16.2%)
80 (15.3%) 35 (6.9%)
51 (9.8%)
59 (11.5%)
64 (12.3%)
79 (15.1%)
127 (24.3%)
205 (39.4%)
237 (46.2%)
224 (43.2%)
237 (45.3%)
277 (54.3%)
Newsletters
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 61
MEANINGFULNESS SCORES: STEWARDSHIP Donor Events and Activities Average (SD)
53.4%
2.11 (0.68)
Median
2.0
Sample Size
444
28.6%
18.0%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
49.2%
2.14 (0.70)
Median
2.0
Sample Size
455
32.3% 18.5%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD) Median Sample Size
43.7%
2.22 (0.72) 2.0
39.0%
17.3%
469 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Thank You Letters Signed by Administration Average (SD)
52.2%
2.10 (0.69)
Median
2.0
Sample Size
454
28.9%
18.9%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 62
Newsletters Average (SD)
58.3%
2.24 (0.60)
Median
2.0
Sample Size
475
32.8% 8.8%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
IV.
IV. DONOR RECOGNITION Annual Presidents Club Reception Naming recognition Lapel pins
N/A
248 (47.9%)
90 (17.4%)
77 (14.9%)
96 (19.1%)
109 (21.4%)
192 (37.1%)
214 (42.0%)
179 (35.7%)
154 (29.7%)
107 (21.0%)
90 (17.9%) 26 (5.0%)
62 (12.0%)
80 (15.7%)
137 (27.3%)
187 (36.1%)
Magnets/decals
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 63
MEANINGFULNESS SCORES: DONOR RECOGNITION Lapel Pins Average (SD)
1.76 (0.72)
Median
2.0
Sample Size
456
41.0%
42.1% 16.9%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Magnets/Decals Average (SD) Median Sample Size
1.87 (0.69) 2.0
50.4% 31.3% 18.3%
1,161,492 1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Naming Recognition Average (SD)
49.8%
2.00 (0.71)
Median
2.0
Sample Size
430
25.3%
24.9%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
2.02 (0.72)
Median
2.0
Sample Size
365
49.0% 26.3%
24.7%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 64
V. MOTIVATION TO GIVE Sample size 553
0
50
100
150
200
250
300
350
I am an alum of UGA.
400
352
I have a personal connection with a UGA student, alum, or staff.
106
I give in honor/in memory of a loved one.
57
To support Georgia Bulldog Athletics.
373
To support UGA's academic initiatives and priorities.
256
I enjoy receiving communications from UGA.
53
I enjoy being invited to UGA donor events and activities.
100
I give back because I have been impacted by private giving to…
31
Other
40
VI. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 256 Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following: 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
Scholarships
70.0%
80.0%
71.1%
Student programs
47.3%
Updated facilities and technology
45.3%
Recruiting and retaining the best faculty
43.8%
Research and innovation
41.8%
Experiential and service learning
24.2%
Extension programs and continuing education Other
60.0%
23.0%
5.5%
Page | 65
VII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 553
0
50
100
150
200
250
I will likely continue to make additional gifts.
300 261
I bleed red and black! I will never stop giving.
188
Other:
42
If something sparks my interest, I will support it through giving.
39
I do not plan to continue giving.
13
My previous gift was a one-time gift.
6
At this time, I am unable to continue giving.
4
VIII. INTEREST IN PLANNED GIFT Sample size 519
0
50
100
150
Not now, but I might be interested in the future.
250
300 258
No, I will never be interested.
115
I have already given by will/trust/designation.
72
Not now, but I will be interested in the future.
42
Other Yes, I am interested in learning more.
200
28 4
Page | 66
IX. APPEALING METHODS OF COMMUNICATION Sample size 553 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
70.0%
80.0%
90.0%
100.0%
87.9%
Phone
12.5%
46.1%
Text
20.1%
Events
36.3%
Video
12.7%
Face to Face Visit Other
60.0%
24.4% 2.5%
Page | 67
$100,000 - $499,999 LIFETIME RECOGNITION Lifetime recognition levels are reached through loyalty, annual leadership gifts, and/or major gifts. This overview includes statistics from donors who have given between $100,000-$499,999 in their lifetime. Some donors in this group may not be currently engaged, but all have made a significant impact on the university. With a median cumulative giving amount of $191,253, donors in this report have likely supported endowed funds and received some personalized stewardship, reporting, and standing invitations to events on a university-wide level. Their gifts are also stewarded and recognized strategically through the schools, colleges, and units.
DEMOGRAPHICS -
On average, theyâ&#x20AC;&#x2122;ve given $191,253 On average, theyâ&#x20AC;&#x2122;re 58.1 years old They tend to live in Georgia Most attended Terry College of Business Most are alumni
STEWARDSHIP -
They tend to feel all forms of stewardship are meaningful
DONOR RECOGNITION -
They tend to feel the annual presidents club reception and and naming recognition are meaningful They tend to feel that lapel pins and magnets/decals are not meaningful
MOTIVATION TO GIVE -
The majority give to support athletics, to support academic initiatives, and because they are alumni If they give to support academic initiatives, scholarships and recruiting the best faculty are the most important to them
LIKELIHOOD OF CONTINUING TO GIVE -
A large sample intend to make additional gifts and never stop giving
INTEREST IN PLANNED GIFT -
A large sample might be interested in making a planned gift or have already given in their will, trust, or beneficiary designation
APPEALING METHODS OF COMMUNICATION -
The majority prefer email A large sample prefer mail, events, and face to face visits
Page | 68
I. DEMOGRAPHICS Lifetime Recognition
Min - Max Sample Size
2
6
4
14
17
$156,314
24
24
Median
$191,253 ($92,374)
96
Average (SD)
$100,740 - $487,446 187
Age 39 15
13
75-79
80-84
20
14 55-59
30 17
65 years
0
2
85-89
90-95
70-74
65-69
60-64
5
2 35-39
45-49
0 30-34
40-44
1
167 (20 age as 0; taken out)
25-29
Sample Size
28 - 91
0
Min - Max
20-24
9
Median
58.1 years (15.4 years)
50-54
Average (SD)
State First
Georgia (146 donors)
Second
Florida (12 donors)
Third
Texas (6 donors)
Fourth
New York (4 donors)
Sample Size
186
School/College Business (61 donors) Arts & Sciences (26 donors)
Third
Education (13) and Law (13)
Veterinary Medicine (7 donors)
Sample Size
7
13
10
4
Fifth
1
Journalism & Mass Comm (10)
2
Fourth
3
6
13
26
Second
61
First
146
Page | 69
II. CONNECTION TO UGA AND DEGREE ATTENDED IF ALUMNI Sample size 187
Sample size 148
Alumni
10
5
14
23
55
Bachelor's Degree
12.8%
Parent Faculty/Staff Member
148
1.4%
4.1%
Master's Degree 16.9%
Doctorate Degree
Student
89.9%
Specialist's Degree
Friend
III. STEWARDSHIP Donor events and activities
Financial reporting Thank you letters signed by administration Thank you notes from students/faculty
N/A
57 (32.6%)
69 (39.2%)
69 (39.0%)
65 (38.0%)
56 (32.0%)
99 (56.6%) 75 (42.6%)
73 (41.2%)
72 (42.1%)
15 (8.6%)
22 (12.5%)
22 (12.4%)
25 (14.6%)
24 (13.7%) 4 (2.3%)
10 (5.7%)
13 (7.3%)
9 (5.3%)
15 (8.6%)
80 (45.7%)
Newsletters
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 70
IV. MEANINGFULNESS SCORES Donor Events and Activities Average (SD)
50.0%
2.20 (0.68)
Median
2.0
Sample Size
160
35.0% 15.0%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Financial Reporting Average (SD)
44.4%
2.25 (0.71)
Median
2.0
Sample Size
162
40.1%
15.4%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
45.2%
41.6%
2 Somewhat Meaningful
3 Very Meaningful
44.5%
42.1%
2 Somewhat Meaningful
3 Very Meaningful
Thank You Notes from Students/Faculty Average (SD)
2.28 (0.69)
Median
2.0
Sample Size
166
13.3%
1 Not Meaningful
Thank You Letters Signed by Administration Average (SD)
2.29 (0.69)
Median
2.0
Sample Size
164
13.4%
1 Not Meaningful
Page | 71
Newsletters Average (SD)
57.9%
2.25 (0.60)
Median
2.0
Sample Size
171
33.3% 8.8%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
V. DONOR RECOGNTION Annual Presidents Club Reception
Naming recognition Lapel pins
N/A
23 (12.9%)
24 (13.6%)
59 (33.3%)
48 (27.6%)
61 (34.3%)
46 (26.0%)
81 (45.8%)
74 (42.5%)
85 (47.8%)
31 (17.5%)
9 (5.1%)
12 (6.8%)
6 (3.4%)
16 (9.2%)
36 (20.7%)
95 (53.7%)
Magnets/decals
NOT MEANINGFUL
SOMEWHAT MEANINGFUL
VERY MEANINGFUL
Page | 72
Lapel Pins Average (SD)
1.57 (0.73)
Median
1.0
Sample Size
165
57.6% 27.9%
1 Not Meaningful
2 Somewhat Meaningful
14.5%
3 Very Meaningful
Magnets/Decals Average (SD)
1.63 (0.71)
Median
1.0
Sample Size
169
50.3% 36.1% 13.6%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Naming Recognition Average (SD)
47.4%
2.16 (0.71)
Median
2.0
Sample Size
171
34.5%
18.1%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Annual Presidents Club Reception Average (SD)
46.8%
2.08 (0.73)
Median
2.0
Sample Size
158
30.4%
22.8%
1 Not Meaningful
2 Somewhat Meaningful
3 Very Meaningful
Page | 73
VI. MOTIVATION TO GIVE Sample size 187 0
20
40
60
80
100
I am an alum of UGA.
120
111
I have a personal connection with a UGA student/alum/staff.
40
My gifts honor/remember a loved one.
31
I support Georgia Bulldog Athletics.
120
I support UGA's academic initiatives and priorities. I enjoy receiving communications from UGA.
140
105 12
I enjoy being invited to UGA donor events and activities.
47
I have been personally impacted by private giving to UGA.
16
Other
16
VII. MOST IMPORTANT ACADEMIC INITIATIVES Sample size 105 Donors who identified by answering “I support UGA’s academic initiatives and priorities” selected from the following:
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Scholarships
80.0% 72.4%
Recruiting and retaining the best faculty
50.5%
Updated facilities and technology
47.6%
Student programs
41.0%
Research and innovation
40.0%
Experiential and service learning
25.7%
Extension programs and continuing education Other
70.0%
20.0% 7.6%
Page | 74
VIII. LIKELIHOOD OF CONTINUING TO GIVE Sample size 187 0
10
20
30
40
50
60
70
80
I will likely continue to make additional gifts.
90
83
I bleed red and black! I will never stop giving.
64
If something sparks my interest, I will support it through giving.
21
Other
17
I do not plan to continue giving.
2
IX. INTEREST IN PLANNED GIFT Sample size 176 0
10
20
30
40
50
Not now, but I might be interested in the future.
70
80
90
78
I have already given by will/trust/designation.
40
No, I will never be interested.
22
Not now, but I will be interested in the future.
20
Other Yes, I am interested in learning more.
60
15
1
Page | 75
X. APPEALING METHODS OF COMMUNICATION Sample size 187 0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
70.0%
80.0%
90.0%
100.0%
87.7%
Phone
11.2%
49.7%
Text
16.0%
Events
37.4%
Video
13.4%
Face to Face Visit
Other
60.0%
40.1% 2.7%
Page | 76