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CIRCLES Conference: Engaging High-Potential Fundraising Prospects

Join us on June 12, 2007 for the JAA Conference. Learn about the history, process, and marketing strategies of CIRCLES for fundraising success. Discover how networking and affinity groups can maximize business opportunities. Engage with industry leaders and alumni for strategic connections. Find out why CIRCLES is a powerful tool for lifetime engagement and effective prospect qualification. Don't miss this insightful event bridging the gap between alumni relations and development staffs.

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CIRCLES Conference: Engaging High-Potential Fundraising Prospects

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  1. JAA CONFERENCE Tuesday, June 12, 2007

  2. Overview • Charles Ries – History • Gwendolyn Perry Davis – Process • Stacy Mitz – Marketing & Events

  3. History The one thing we all share in common is our work…

  4. Process CIRCLES: • Real Estate & Construction • Financial Services • Manufacturing & Distribution

  5. Process Rationale: • Power of Affinity Groups • Goodwill towards Marquette • Maximize business opportunities

  6. Process Question: As a fundraiser, how do you qualify and engage high-potential, high-impact prospects?

  7. Process CIRCLES is an engagement tool for fundraising: • Meeting Needs • Facilitate Strategic Networking • Facilitate Connections

  8. Host Committee • Marquette alumni, parents and friends • Chairman, President, Chief Financial Officer, Senior Vice President

  9. Host Committee • Buy-in • Share names, companies and titles • Serve as sponsors • Recruit others • Programmatic insight

  10. Host Committee By design, if only the host committee members attend the event, it would be a success

  11. Some of our Host Committee Members….

  12. What Does A CIRCLES Member Look Like?

  13. What Does A CIRCLES Member Look Like?

  14. What Does A CIRCLES Member Look Like?

  15. Wealth Discovery Assigned vs. Unassigned Prospects

  16. Success Through CIRCLES I have made some very productive connections with some wonderful people. It’s been a great investment of my time and energies. • Joseph Wiesemann, Arts ’82 President, US Gas CIRCLES has been an exceptional networking opportunity for me. If you are doing business in Chicago, you have to join CIRCLES. • Matthew Maddock, Eng ’84 President, Maddock Industries

  17. Branding and Marketing • Ubiquitous CIRCLES design = Consistency and Recognition • CIRCLES Directory

  18. CIRCLES Events • Covering the cost • Promotion • Finding and Managing Speakers • “Give-Aways”

  19. Managing CIRCLES Events Networking Breakout Sessions • Purpose and benefit of event • Structured vs. unstructured

  20. Bridging the Gap Collaboration between Alumni Relations and Development staffs: • Constant dialogue • Alumni Relations = Donor-centric

  21. Why CIRCLES? • Proven powerful lifetime engagement tool • Effective qualifying tool • Give alumni/prospects value

  22. Hypothetical Future

  23. Questions?

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