University of New Mexico Office of Annual Giving FY16-17 RFP FAQ

� TheUNMFoundationisinacomprehensive$1Bcampaign.“ChangingWorlds2020:TheCampaignforUNM”.Formoreinformationpleasevisit:www.unmfund.org/whose-world-will-you-change

� WhiletheUNMFoundationisinacampaign,itwillnotbethefocusofAnnualGivingsolicitations.

� AnnualGivingattheUNMFoundationdoesnotequalAnnualFund.AnnualGivingsolicitationsaredesignedtobringinrestrictedandunrestricteddollarsformultipleunits.

� AnnualGivingsolicitationsaredesignedtobeUniversitywideandonbehalfoftheUniversityoverall.

� InFY15-16approximately8directmailpiecesweresentdomestically;18emailssentgloballyandduringthefallandspringsemestershad1,500totalcallinghours.Callingwasdoneoff-siteandinanotherstate.

� TheOfficeofAnnualGivingdoesnotneedto“push”aleadershipsociety.� Whenaskedwhichismoreimportant,dollarsordonors,wechoosedollars.� Ourdataanalystwillworkwiththevendor’sdatapersontoprovidedatafiles,etc.Wecanuse

fields such as name, salutation, address, gift amount and gift designation to personalize solicitations.

� InFY15-16weuseddifferentalumni,staffandstudentsassignersonemailsanddirectmailpieces.

� InFY14-15andFY15-16wedidincludedonoracquisitionviatelephone,emailanddirectmailandwasnotabiginvestmentoftimeand/ormoney.

� Ourmailingsaretypicallynotsentonthe“same”letterhead.Differentgraphicdesigniscreatedbyourvendorforeachpiece.

� Servicesforvendorselectionshouldalsoincludeworkingwithacopywriterandgraphicdesigner.

� EmailisafairlynewoutreachtoolfortheUNMFoundation.� TheUNMFoundationconductsNCOAupdatesmonthly.� InFY15-16theUNMFoundationOfficeofAnnualGivingdidinvestincellphoneappend

research.� TheUNMFoundationregularlyupdatesdatawithHEPdata(employmentdata/matchinggift

eligibility).� Wealth/AssetscreeningdoneinJanuary2015.