Alumni and Donor Constituent Management: Unified and Personalized Engagement Experience

What we will achieve:

  • Fostering alumni and donor affinity in support of the university’s pursuit of its Top 25 Ambition
  • Realizing operational efficiencies to streamline manual activities, increase constituent engagement, and improve university-wide coordination
  • Adoption of a single, accurate and accessible source of alumni and donor demographic and engagement data

We will get there through:

  • Building a new paradigm for alumni and donor outreach and engagement practices
  • Creation of a 360-degree view of constituents to personalize outreach and engagement
  • Activation of constituent preferences and affinities
  • Improved university-wide coordination of relationship management

Using a platform and practices that:

  • Empower alumni and advancement officers to meet unit needs
  • Align university-wide outreach efforts and activities with strategic benchmarks and performance measures
  • Leverage proven performance KPIs
  • Support targeted, personalized, and accessible communications and engagement strategies
  • Minimize redundancy in efforts through collaborative development of engagement strategies and activities
  • Automate workflows, improve productivity, and modernize data infrastructure
  • Provide timely notifications/nudges to initiate engagement
  • Intuitively deliver content to functional users

How does this benefit UB?

  • Enriched alumni and donor engagement
  • Elevated fundraising levels
  • Extraction of actionable, consistent insights to helps us understand our audiences and improve performance
  • Facilitating transparency, collaboration, and coordination efforts within our large, distributed organization
  • Leveraging operational efficiencies

Functional Lead: Kathleen Heckman, University Advancement

Status: Planning