RESOURCES & RESEARCH
A decade of inquiry into a single question: why do some alumni give — and others don't? FOUNDATIONAL WORK
The Dissertation
Factors and Characteristics of Alumni Role Identity: Implications for Practice in Higher Education Fundraising and Alumni Relations Jay Le Roux Dillon, Ed.D. — University of San Francisco, 2017
The foundational study establishing alumni role identity as a predictor of giving behavior — and demonstrating that behavioral and demographic variables alone are insufficient predictors of alumni philanthropy.
Peer-Reviewed Research Philanthropy & Education — forthcoming, Fall 2026
The first peer-reviewed journal publication of the Alumni Identity framework and findings. Details to be announced.
Institutional Case Studies
The Alumni Identity Assessment has been conducted at 11 institutions, producing Alumni Identity Scores™, IDeal Donor Score™ modeling, and data-driven recommendations for engagement and fundraising strategy:
University of San Francisco -2017
Chatham University - 2018
Marian University - 2018
St. Olaf College - 2019
Carleton College - 2020
Midland University - 2020
Kean University - 2021
Oregon Health & Science University (longitudinal, two assessments) - 2022 and 2025
University of California, Berkeley - 2023
Concordia University St. Paul - 2024
Interlochen Center for the Arts (alumni and parent populations) - 2025
Interested in an assessment for your institution?
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Selected Practitioner Writing
Are You Missing Advancement's Most Important Metric? — EverTrue, 2018
Raising Alumni Identity Raises Dollars — EverTrue, 2018
Alumni Engagement: What We've Gotten Wrong and How to Fix It — Salesforce.org, 2018
Busting 3 Massive Myths in Higher Education Fundraising — ebook, Salesforce.org, 2018
Donor Demographics are the Enemy of Equity — Alumni Identity Blog, 2019
Alumni Aren't Lost and They Don't Need Greeters — Alumni Identity Blog, 2019
Selected Podcasts & Webinars
What is Alumni Identity? — Live from CASE/DRIVE, EverTrue, 2018
Where is the North Star Metric to Guide Alumni Fundraising? — Alumni Identity Podcast, 2019
Alumni Identity Basics — Alumni Identity Podcast, 2020
Digital-Forward Alumni Engagement — Aluminati Webinar, 2021
Alumni Are People Too — AASP Podcast, 2023
Alumni Identity and Journey-Based Engagement — Alumless Podcast, 2026
THE BOOK(coming soon)
A practitioner book introducing the Alumni Identity framework — what it is, what the research shows, and what it means for how colleges and universities approach engagement and philanthropy.
Available Winter 2026.
Browse the full archive of articles, podcasts, webinars, and resources below.
Podcast Episode #7: Alumni are People Too
Alumni are people, TOO. What if we started appealing to who they are - their #AlumniIdentity - instead of who they were in school? Join me with Association of Advancement Services Professionals (aasp) host Jay Ballinger. In this conversation, we agree, disagree, and find common ground (as two redheads named Jay would do!) on new approaches to alumni and donor engagement in #highereducation and #healthcare.
Dos, Don’ts, and What Ifs? of Digital Forward Alumni Engagement
2020 transformed alumni engagement as an industry and practice, but how, to what end, and what happens whenever things return to “normal”? Join me as we explore these questions and others and discuss the newest trends in global alumni relations programs and strategies in this on-demand webinar.
Alumni Engagement Resolutions and Recommendations for 2021
What are pitfalls to avoid and things to look forward to for alumni engagement practice? In conversation with Kayan Varma, co-founder & CEO of Almabase, we unpack the lessons of 2020 and make our predictions for strategies that will gain traction in 2021. #1 on the list - Digital engagement delivery is about consistency, not content. Also, why did San Francisco take down its iconic Coca-Cola billboard?
Podcast Episode #6: Alumni Identity Basics
Join me in conversation about careers in higher education and my ultimate frustration with advancement work (hint: lack of research) Also, I share my favorite alumni relations brainstorming exercise, thoughts on alumni identity making and the alumni experience, and our attempt to create professional community without “gurus.”
Intro to Donor Identity: Unpacking the Data Science and Social Psychology of the Donor Psyche
In cased you missed it or want to go through it again, here’s the recording and slide deck from my Flash Class Webinar on Donor Identity. I hope you enjoy it!
Alumni Identity eBook: Busting 3 Massive Myths in Higher Education Fundraising
Curious about taking the first step in measuring and influencing Alumni Identity? Start by reading the eBook, published by Salesforce.org.
Podcast Episode #5: Where is the "North Star" Metric to Guide Alumni Fundraising?
How do you identify alumni who are most likely to give to their alma mater? It's one of the biggest challenges facing advancement programs today.
The good news is this: social psychology and data analytics have made a wealth of new information available about what truly motivates alumni to engage and give. Stick around until the end of the episode for a little bonus content, including some musical talent! 🎧
Podcast Episode #4: A Year in Review - Recap and Resources
It's official. I've been at this Alumni Identity work full-time for a year now and I have you to thank. Sharing meaningful content with you has been the best part of my year. 👋
To celebrate, I created something overarching and new - a two-part podcast episode recapping the resources and research that I’ve put together in the past year. It's the most comprehensive podcast that I’ve done so far - the one you'll want to share with those colleagues who scratch their heads about alumni engagement and giving. 🎧
Donor Demographics are the Enemy of Equity
Not too long ago, a client asked me to create an age, gender, and race profile of alumni most likely to donate to the university. I refused. Why?
Because it is a self-perpetuating myth of the advancement profession’s own design that chasing demographics leads to increased alumni engagement and giving.
Alumni Aren't Lost & They Don't Need Greeters.
Recently, Walmart announced it is getting rid of its venerable welcome greeters. There are multiple facets to this change, and clear implications for real people and their jobs, but what interests me is the “why,” because therein lies a lesson for education fundraising.
Alumni Metrics in the Digital Age
What makes a good alumni fundraising metric? Get the inside track on alumni metrics in the digital age in these highlights from my Keynote at West Coast Marketing Group conference at Fresno State University.
Podcast Episode 3: Do Target & Amazon know you better than your alma mater?
Higher education is decades behind private industry in using social psychology + data science to cultivate relationships. Listen in on this conversation for Tactics & Tools that can really make a difference in the everyday work of the modern Alumni Fundraiser. 🎧
Podcast Episode #2: Fundraising is more Science than Art.
Enjoy this comprehensive conversation with on the science of Alumni Identity. What are the implications for the art of fundraising? Which engagement strategies matter most in converting prospects to donors? How can alumni feelings of connection predict giving? 🎧
Raising Alumni Identity Raises Dollars - Series Finale
The well-worn ruts in the advancement road are comfortable and difficult to leave behind.
Do you agree?
Enjoy the finale of my 6-part series on #AlumniIdentity with a look ahead to 21st-century alumni fundraising + take a chance at testing your own identity. Can it be used to predict your giving?
Data-driven Prospect Discovery Needs to Include Graduate Feelings of Connection
“Wealth screening is amazing at filling our donor pipeline!” – said no fundraiser ever.
When it comes to prospect discovery and pipeline development, no two strategies are as tried and tired as wealth screening and RFM models. Here’s a case study on how alumni identity - as both tactic and tool - blows everything out of the water when it comes to predicting giving.
Black Holes and Myths in Alumni Fundraising
Fundraising strategies are often tripped up by the persistent myths and black holes that permeate higher education fundraising.
They grab hold of new and innovative ideas and suck them into oblivion.
If you're frustrated and looking for an escape route, here's a quick look at the new science that's opening new doors in the alumni fundraising conversation.
Alumni Engagement Scoring: What Does the Science Tell Us?
Presented by Salesforce.org, follow along with this brief overview of Alumni Identity and implications for advancement CRM technologies. There are myths to be busted and new insights to be gained in higher education fundraising by looking carefully at what contributes to a graduate's own self-concept of who they are in relation to their alma mater.
Where Organizational Identity and Role Identity Meet
What’s the difference between alumni role identity and organizational affiliation?
Dig in to the research behind role identity theory with guest author Dr. J. Travis McDearmon, whose seminal work on the topic disrupted the alumni fundraising paradigm.
Meaningful Volunteer Experiences Are Best, But Far Too Few
Volunteers care more about your institution than anyone else. And you have more volunteers out there than you think.
Research into alumni giving has revealed the secret sauce - it matters not how institutions view volunteering, but how alumni volunteers think of themselves and their alumni identity.
Digital Engagement ≥ Event Engagement? Yes.
When it comes to new ideas, higher education is on the bleeding edge in the classroom and noticeably behind in advancement. Need proof?