fy16-17 unmf rfp faq - unmfund.org · the unm foundation regularly updates data with hep data...

University of New Mexico Office of Annual Giving FY16-17 RFP FAQ The UNM Foundation is in a comprehensive $1B campaign. “Changing Worlds 2020: The Campaign for UNM”. For more information please visit: www.unmfund.org/whose-world-will- you-change While the UNM Foundation is in a campaign, it will not be the focus of Annual Giving solicitations. Annual Giving at the UNM Foundation does not equal Annual Fund. Annual Giving solicitations are designed to bring in restricted and unrestricted dollars for multiple units. Annual Giving solicitations are designed to be University wide and on behalf of the University overall. In FY15-16 approximately 8 direct mail pieces were sent domestically; 18 emails sent globally and during the fall and spring semesters had 1,500 total calling hours. Calling was done off-site and in another state. The Office of Annual Giving does not need to “push” a leadership society. When asked which is more important, dollars or donors, we choose dollars. Our data analyst will work with the vendor’s data person to provide data files, etc. We can use fields such as name, salutation, address, gift amount and gift designation to personalize solicitations. In FY15-16 we used different alumni, staff and students as signers on emails and direct mail pieces. In FY14-15 and FY15-16 we did include donor acquisition via telephone, email and direct mail and was not a big investment of time and/or money. Our mailings are typically not sent on the “same” letterhead. Different graphic design is created by our vendor for each piece. Services for vendor selection should also include working with a copy writer and graphic designer. Email is a fairly new outreach tool for the UNM Foundation. The UNM Foundation conducts NCOA updates monthly. In FY15-16 the UNM Foundation Office of Annual Giving did invest in cell phone append research. The UNM Foundation regularly updates data with HEP data (employment data/matching gift eligibility). Wealth/Asset screening done in January 2015.

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Page 1: FY16-17 UNMF RFP FAQ - unmfund.org · The UNM Foundation regularly updates data with HEP data (employment data/matching gift eligibility). Wealth/Asset screening done in January 2015

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.

http://www.unmfund.org/whose-world-will-you-change

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