Industry experts weigh in on why post-2008 fundraising success demands strategic efficiency.
Educe: Long view engagement & creative event strategies for higher education

Long view engagement & creative event strategies for higher education

Fall 2014
Loyola University Maryland Campaign Kick-Off

Efficiency Experts

The philanthropic world gave a collective sigh of relief this June when the results of Giving USA 2014: The Annual Report on Philanthropy for the Year 2013 were published. According to the report, when measured in current dollars, 2013 marked the fourth straight year of increased giving. And at 8.9 percent, giving to education grew the most of any subsector. Cause for optimism, for sure, but the lessons learned from the Great Recession are still top of mind for most advancement professionals. We reached out to colleagues from across higher education to gain a better understanding of how their worlds have been changed since 2008. The feedback was as diverse as the institutions themselves but an underlying theme emerged: strategic efficiency.
“Certainly, the economic environment that fundamentally changed in 2008 has forced those of us in higher education to pay a lot more attention, to be more thoughtful and more efficient in everything we do,” says Charlie Phlegar, Cornell University’s vice president for alumni affairs and development. “At Cornell, we are trying to develop programmatic support and initiatives that engage stakeholders at all levels but through a much more focused and strategic approach.”
Phlegar challenges his team to do things collectively, leveraging resources and planning far enough into the future to realize better return on dollars and also engagement. "I ask everyone to think strategically about the two years ahead and the resources we might spend collectively so that we are better together.

According to L. Gregg Carlson, chair of the Giving USA Foundation, which published the report, “donors are increasingly more comfortable giving to the causes they care about and at a level in keeping with the impact they would like to make.” He adds that the rise in contributions by individuals between 2011 and 2013 represents 73 percent of the growth in total giving during that period.

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About Educe

JoAnn Peroutka & Sarah Winkler
Educe was created by JoAnn Peroutka and Sarah Winkler, seasoned marketing and event professionals who have a love for higher education and the belief that every college and university is entitled to a long view engagement strategy that is creative, intentional and effective.
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News & Views


Auburn University

War Eagle! Educe is proud to have been selected to partner with Auburn University in launching its next comprehensive campaign. Established in 1856, Auburn is one of the few universities to carry the torch as a land, sea and space grant university. It has developed into one of the largest universities in the South, remaining in the educational forefront with its traditional blend of arts and applied science, and changing with the needs of today while living with a respect for the traditions and spirit that are Auburn.

Lehigh University Sesquicentennial

Founded in 1865, Lehigh University is among the nation’s premier research universities. Educe is pleased to be included in the planning of the Sesquicentennial celebrations scheduled to kick-off in Fall 2015.

CASE Industry Advisory Council

Kudos to co-founder Sarah Winkler who has been named to the 2014 CASE Industry Advisory Council. She joins colleagues from such organizations as Agilon, Marts & Lundy and Campbell & Company for this three-year term. The IAC was established to provide CASE with senior-level counsel and insight on opportunities to better serve its corporate affiliates and expand its relationships with Educational Partners within the advancement industry. Learn more about the IAC.

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