CDI Presentation JIC

Readiness. Access. Retention. GraduationCollegiate Directions, Inc.

Super Marshall BrothersArief N. WibisonoJacob E. SacherGordon C. LauSarinie Y. NingAlfonso Juarez IIIAlberto ColomboWarren K. Hui

Intro & Scope Targets & Goals Donor Analysis Recommendations Conclusion / Q & A

Readiness. Access. Retention. GraduationProject and Scope

To increase fundraising from donations and grants

Targets & Goals Donor Analysis Recommendations Conclusion / Q & AIntro & Scope

Objective

Readiness. Access. Retention. GraduationMeasurable Targets/Goals

Current Position

Target

Effici

ency

of F

undr

aisi

ng

Met

hods

($)

Number of Fundraising Methods

• Using only donor as source of funding • Inability to raise maximum amount from each donor• Limited alternative funding source• Limited geographical exposure

• Exploitation of every possible funding method• Continuous exploration of alternative funding

methods• Highly efficient use of each method to achieve

optimal funding• Extended geographical exposure

Intermediate Steps• Highly efficient use of limited funding

methods• Some geographical exposure

Intermediate Steps• Continuous exploration of alternative funding

methods• Inefficient use of funding methods• Some geographical exposure

Basic Overview


Readiness. Access. Retention. GraduationMeasurable Targets/Goals

Donor Analysis Recommendations Conclusion / Q & AIntro & Scope Targets & Goals

Readiness. Access. Retention. GraduationDonor Profile Analysis


These states are where word of mouth efforts are directed.

Location of Donors

DC MD VA All other states



3%

15%

43%

26%

3%

10%

Gift Count

$1-$50K

$50K-$100K

$100K-$250K

$250K-$500K

$500K+

9%

5%

59%

22%

2%3%

Gift Amount

$1-$50K

$50K-$100K

$100K-$250K

$250K-$500K

$500K+

Working Class

Middle Class

Upper Middle Class

Top 5% Class

Top 1% Class

Working Class

Middle Class

Upper Middle Class

Top 5% Class

Top 1% Class

Receive most donations from middle, upper middle, and top 5%

However, the vast majority of the dollars come from upper middle and top 5%


10%0%

2%

13%

36%

17%

5%

17%

0%

Age of the Donors (DC )

90-9980-8970-7960-6950-5940-4930-39Below 30

• US, 55% of the donors are within age group 50 to 69 years old

• 13% of them are aged between 70-79.

• DC, 66% of donors are within age group 50-79 years old

12% 0%2%

13%

31%

24%

7% 10%1%

Age of the Donors (All States)

90-9980-8970-7960-6950-5940-4930-39Below 30

Data Analysis


Fund raising events should also be targeted towards the younger generations.

Primary Recommendation

Readiness. Access. Retention. GraduationDonor Profile Analysis – Next Steps


3%15%

43%

26%

3%10%

Gift Count

$1-$50K

$50K-$100K

$100K-$250K

$250K-$500K

$500K+

9%

5%

59%

22%

2%3%

Gift Amount

$1-$50K

$50K-$100K

$100K-$250K

$250K-$500K

$500K+

Working Class

Middle Class

Upper Middle Class

Top 5% Class

Top 1% Class

Working Class

Middle Class

Upper Middle Class

Top 5% Class

Top 1% Class

31% still on the tableStretch top 1% class (currently makes 2% of total gift amount) and middle class (currently 5%)

Readiness. Access. Retention. GraduationRecommendations


Awareness Recommendations

Googleability

Difficulty• Keywords: “College Access” or “Charities that

help minorities go to college”

• CDI can only be found if specifically searched for

Leverage the Google algorithm CDI • Ensure they are the top result of searches for

college access.

• This potentially involves hiring a firm that specializes in google results.




Text Message Donation Campaign

• An awareness campaign through donations via text messages

Generate revenue from a wider pool of potential.




• An awareness campaign through donations via text messages

Generate revenue from a wider pool of potential. Smaller donations from more people.

Text Message Donation Campaign



Fundraising Recommendations

Benefit in New York & California• Both ideal and populated states

where CDI scholars are currently attending college

• Many potential donors across all income groups.• Helps immensely with upper

middle/top 5% class

• Support current & future students in CA/NY universities




Maintaining Relationship with Alumni

• Focus efforts on maintaining relationships with alumni post-graduation.

• Donations will be probable, especially if CDI puts them in a committee or in leadership positions

• Helps immensely with middle class income group




Look for grants from charities targeting particular ethnic groups

Reach out to universities and pool from them

Readiness. Access. Retention. GraduationQuestions & Answers


Scope

Targets &

Goals

Donor

Analysis

Donor Analysis – Next Steps

Awareness

Recommendation

Fundraising

Recommendation

CDI Presentation JIC

Documents

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