Services

Every engagement begins with a conversation. The right service depends on where your institution is, what you already know about your alumni, and what you're trying to accomplish.

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Featured Clients

Carleton College

Interlochen Academy

Oregon Health & Science University

St. Olaf College

THE ALUMNI IDENTITY ASSESSMENT
The Flagship Engagement

The Alumni Identity Assessment is a comprehensive research and strategy engagement that gives your institution a data-driven picture of who your alumni are, how strongly they identify with your institution, and which ones are most likely to give — before they give.

A predictive understanding of alumni philanthropic behavior rooted in identity.

Built on the Alumni Identity framework and validated across 11 institutions and 42,000 alumni, the Assessment combines social psychology and data science to deliver something no engagement score or demographic model can: a predictive understanding of alumni philanthropic behavior rooted in identity.

What's included:

  1. A custom Alumni Identity Questionnaire, designed for your institution and deployed to a statistically valid sample of your alumni population.

  2. Alumni Identity Scores™ — a quantifiable, reliable, and valid measure of how deeply each alumnus identifies with your institution.

  3. An IDeal Donor Score™ model, deployed across your broader constituent database to identify alumni most likely to give — including those living in joyful anonymity in your data.

  4. A Case Study Report and Recommendations, presenting the factors and characteristics found to influence alumni identity and giving at your institution, with actionable guidance for engagement, communications, and fundraising strategy.

  5. Strategic Consultation, providing counsel on your scores, findings, and next steps — including how to use identity data to drive discovery, segment annual fund appeals, prioritize major gift portfolios, and design programs that actually move the needle.

What you'll be able to do when we're done:

Identify and prioritize ideal donor prospects across your alumni base — including alumni you didn't know you had. Target marketing, communications, and programs toward the factors shown to increase identity at your institution. Reduce costs by winding down efforts that don't demonstrate a positive association with alumni identity. Build a philanthropic pipeline grounded in psychology, not guesswork.

Pricing is based on the size of your constituent database. Contact us to discuss.

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WORKSHOPS & SEMINARS
For Advancement Teams

Alumni Identity workshops are interactive, research-grounded sessions designed to translate the science of identity into practical strategy for advancement professionals. They can be delivered as standalone engagements or as a complement to an Alumni Identity Assessment.

All workshops are available in virtual or in-person formats and can be customized for your team, your data, and your institutional context.

Workshop pricing is based on format, customization, and delivery. Contact us to discuss.

  • A foundational workshop that reorients advancement teams around alumni promises and alumni needs — the preconditions for building identity. Designed for staff and board members ready to put alumni at the center of engagement and fundraising strategy.

  • A deep dive into the relationship between alumni identity and philanthropic behavior — what the research shows, what it means for your institution, and how to translate identity insights into fundraising strategy. Ideal for advancement leadership and annual giving teams.

  • A strategy workshop translating Alumni Identity Scores into donor segmentation — how to identify prospects primed to give, craft messages that resonate with high and low identity donors, and build campaigns around identity data rather than demographics.

  • A working session that evaluates your current engagement programs through the lens of alumni identity — identifying which activities measurably increase identity, which rely on outdated metrics, and where your team should focus resources for maximum philanthropic impact.

  • A workshop introducing identity-based prospect discovery and portfolio prioritization for gift officers — how to use IDeal Donor Scores alongside capacity and affinity ratings to find the prospects most likely to make a transformational gift.

  • A communications and social media workshop that translates alumni identity insights into storytelling strategy — identifying trusted messengers, crafting identity-based narratives, and preparing audiences for campaign messaging.

Available Workshops & Seminars

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THE FOLLOW-UP ASSESSMENT
For Returning Clients

Alumni identity isn't static — it changes over time in response to programs, communications, and life experiences. The Follow-Up Assessment measures that change, tracking progress since your initial engagement and refreshing your IDeal Donor Scores with new data.

A report card on your alumni engagement strategy.

Think of it as a report card on your alumni engagement strategy — and a recalibration of your donor pipeline based on where your alumni are today, not where they were three years ago.

Available exclusively to institutions that have completed an initial Alumni Identity Assessment.

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