Executive Summary
LakeB2B’s fundraising enablement platform is built to empower universities to unlock their full philanthropic potential by targeting high-net-worth alumni through hyper-personalized outreach. By combining global contact intelligence, career trajectory data, real-time behavioral insights, and multi-channel creative campaigns, LakeB2B helps institutions scale their alumni contributions across all tiers of wealth and engagement.
Objective
Raise funds from influential alumni by:
- Personalizing outreach based on alumni career trajectories
- Using data intelligence to segment and prioritize donors
- Running multi-touch, multi-channel campaigns with tailored narratives
- Supporting cause-specific, emotion-driven campaigns
Target Segments (Ideal Alumni Profiles)
| Segment | Persona Description | Fundraising Narrative |
| C-Suite Alumni | CEOs, CFOs, Founders | “Be a legacy builder. Shape future leaders.” |
| VCs & Angel Investors | Startup founders, fund managers | “Empower innovation and the entrepreneurial spirit.” |
| Corporate Executives | Directors, VPs in MNCs | “Give back to your roots. Fund growth.” |
| Healthcare & Law Alumni | MDs, Partners at law firms | “Advance specialized education and impact lives.” |
| Young Achievers | High-earning tech/finance leaders under 40 | “Join the Early Impact Circle. Inspire now.” |
Each segment is mapped with intent signals, job history, location, and wealth bracket to identify likelihood of engagement and optimal channel.
Fundraising Tracks
- General scholarships
- Research chairs
- Innovation labs
- Auditorium/classroom naming
- Legacy fellowships
- Global education funders
- Donors commit capital and mentorship to incubators
- Focused on entrepreneurship and impact investing
- Diversity & Inclusion
- Women in Leadership
- ESG Education
- First-Gen Student Scholarships
Data-Led Outreach Enablement
LakeB2B Alumni Database Mapping Includes:
- 31,90,000+ USA University alumni
- Global alumni database across 730 million verified contacts in 189 countries
Segmentation Filters:
- Graduation University/ College
- Employment and company size
- Job title and seniority level
- Location (U.S., EU, APAC)
- Public giving history
- Intent Insights and Social activity on LinkedIn/Meta
Campaign Criteria:
- Wealth tier prioritization (UHNWIs, HNWIs, Affluent Professionals)
- Past engagement behavior
- Connection to university activities and groups
Multi-Channel Campaign Creative Plan
Hyper-Personalized Email Campaign (3-Step Journey)
Subject Line Examples:
- “You walked these halls. Will you help shape who walks next?”
- “From Harvard to [CurrentCompany]: Your legacy can begin today.”
- “[FirstName], your journey can inspire the next generation.”
Body Template:
Header: Your Legacy. Our Future.
[FirstName], as a [Year] alum and [Title] at [Company], your journey is a beacon for future leaders. Imagine shaping the next generation through a personalized impact fund in your name.
Options You Can Support:
- Women in Leadership Fellowship
- ESG Leadership Incubator
- Global Immersion Scholarships
CTA: [Create Your Legacy] / [Talk to Advancement Team]
LinkedIn Outreach Sequence
Connection Request:
“Hi [FirstName], as a fellow Kelley alum, I’d love to connect and share a new initiative transforming student success at Kelley.”
Post-Connection Message:
“Thanks for connecting! We’re launching a personalized alumni legacy program — a chance for top alumni like you to mentor and support rising leaders. Would love to share how you can make an impact.”
Carousel Post Creative:
- Slide 1: “From Wayne State to C-Suite — Your Journey Inspires.”
- Slide 2: “Now, your legacy can empower 10 more like you.”
- Slide 3: “Build a personalized impact fund in your name.”
- CTA: “Join the Stanford Legacy Circle”
WhatsApp Follow-Up (For Warm Alumni List)
“Hi [FirstName], we’re reaching out to select alumni who’ve made significant career strides post-Harvard. We’re forming an Impact Circle — a donor-mentor group shaping the future of Kelley. Would you be open to a quick Zoom session with the Dean next week?”
Direct Mailer (High Net Worth Alumni)
Creative Idea:
Fold-Out Legacy Blueprint
Front Cover:
A Harvard grad tossing a cap with: “They will stand on your shoulders.”
Inside Fold:
“Your story. Your legacy. Your impact.”
- Name a scholarship
- Build a lab
- Fund a founder
Printed with foil embossing, hand-signed from the Dean.
Event-Based Campaigns
Sector-Specific Virtual Dinners:
- “Wall Street Alumni for Upenn”
- “Tech Titans of Kelly”
- “Global Alumni for Impact”
Event Invite Sample Email:
Subject: Exclusive Invite: Umass Global Impact Circle Dinner with Dean
Body: Join a curated circle of distinguished alumni to co-create a fund that will define the future of business education.
Date: [Insert]
Host: [Dean or Notable Alum]
CTA: [Reserve Your Seat]
Amplification Strategy
Paid Media & Retargeting:
- Alumni who visit donation landing pages are retargeted across LinkedIn, Meta, and YouTube with inspiring stories.
Influencer & Peer Advocacy:
- Influential alumni are profiled in videos or quote posts and invited to tag peers to join the giving movement.
Thought Leadership via PR:
- Press releases highlighting major alumni contributions
- Guest op-eds in university and business journals
Sample Campaign Calendar (First 90 Days)
| Week | Activity |
| Week 1 | Upload Alumni Data, Segment Donor Lists |
| Week 2 | Launch Email Nurture Series 1 (C-Suite + VCs) |
| Week 3 | LinkedIn Campaign Begins + Connection Requests |
| Week 4 | MDs, Partners at law firms |
| Week 5 | Follow-Up Call/Text Campaign for Warm Leads |
| Week 6 | First Sector Dinner — Finance & Wall Street Alumni |
| Week 7 | LinkedIn Carousel Series 2 — Impact Profiles |
| Week 8 | Roundtable with Dean for Early Impact Circle |
| Week 9 | Fund Progress Dashboard Update to Donors |
| Week 10 | Feature Alumni Stories Across Channels |
Fundraising Outcome Goals (12-Month Horizon)
| Tier | # Donors | Avg. Donation | Total Raised |
| Platinum | 20 | $100,000+ | $2M+ |
| Gold | 50 | $25,000+ | $1.25M |
| Silver | 200 | $5,000+ | $1M |
| Bronze | 500 | $1,000+ | $500K |
Projected Total: $4.75M+
Why Universities Choose LakeB2B
- Precision Alumni Data: Global contact coverage + behavioral filters
- AI-Powered Personalization: Messaging tailored to industry, values, history
- Omni-Channel Activation: Email, LinkedIn, Direct Mail, WhatsApp, Events
- Real-Time Dashboards: Track giving intent, opens, click-throughs, pipeline
- Campaign Studio: Launch 12-month calendar in under 14 days
Next Steps
Submit MD5 of Alumni Records
for enrichment & net-new mapping
Select Top 3 Giving Campaigns
based on institutional priorities
Launch Phase 1 Campaigns
in 15 business days
Customize Donor Journey
with our creative & analytics team