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  • 1.  Phone number data

    Posted 02-26-2019 10:03 AM
    All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu


  • 2.  Re: Phone number data

    Posted 02-26-2019 01:13 PM
    I had a couple of inquiries along these lines and first asked why it mattered? I am simply curious about what difference it makes. One thing I suggested that if it was more curiosity than anything else, before spending any money at all they should first compare the known phone number to the zip code and if they don't match, then the phone number is very likely a cell and they might consider excluding it from the dataload to save some money. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu> wrote: > All, > Has anyone used a system for bulk uploads of phone numbers to verify if > they are land lines or cell phones? > > Cheers, > David Rudnick | Asst. Director of Development Applications & Analytics | > Whitman College > (509) 527-5169 | rudnicds@whitman.edu >


  • 3.  Re: Phone number data

    Posted 02-26-2019 08:40 PM
    Once upon a time with landlines, an area code that didn’t match an address was probably a bad address. Obviously, that’s not true anymore with cell phones. That raises a question if you have a “home” phone number and the person moves. Is the number likely to remain valid, or otherwise? (A related potential complication is that some advancement systems once closely linked a phone number to an address and automatically inactivated the phone number if the address became inactive.) I guess I can see value in identifying phone numbers that are mobile phone numbers but aren’t coded as such and unlinking them from associated addresses. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, February 26, 2019 2:13 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Phone number data I had a couple of inquiries along these lines and first asked why it mattered? I am simply curious about what difference it makes. One thing I suggested that if it was more curiosity than anything else, before spending any money at all they should first compare the known phone number to the zip code and if they don't match, then the phone number is very likely a cell and they might consider excluding it from the dataload to save some money. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>> wrote: All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>


  • 4.  Re: Phone number data

    Posted 02-26-2019 09:03 PM
    Oops. ... was probably a bad phone number … Thanks, Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [cid:image002.png@01D4CDF5.10B1DB00] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Hejnal, Alan Sent: Tuesday, February 26, 2019 4:40 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Phone number data Once upon a time with landlines, an area code that didn’t match an address was probably a bad address. Obviously, that’s not true anymore with cell phones. That raises a question if you have a “home” phone number and the person moves. Is the number likely to remain valid, or otherwise? (A related potential complication is that some advancement systems once closely linked a phone number to an address and automatically inactivated the phone number if the address became inactive.) I guess I can see value in identifying phone numbers that are mobile phone numbers but aren’t coded as such and unlinking them from associated addresses. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, February 26, 2019 2:13 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Phone number data I had a couple of inquiries along these lines and first asked why it mattered? I am simply curious about what difference it makes. One thing I suggested that if it was more curiosity than anything else, before spending any money at all they should first compare the known phone number to the zip code and if they don't match, then the phone number is very likely a cell and they might consider excluding it from the dataload to save some money. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>> wrote: All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>


  • 5.  Re: Phone number data

    Posted 02-26-2019 09:10 PM
    It’s an interesting question. I could see several additional benefits to such a service. In general, fundraisers and other relationship managers find it helpful in knowing when a phone number is a cell versus a landline, especially when multiple phone numbers are on file. The method of outreach these folks employ is based on multiple factors including the time of day, relationship to the individual(s), and relationship to the institution. Home and cell phone numbers are often supplied interchangeably. But even when that’s the case, more information about the numbers is always helpful from the fundraiser’s perspective. Another benefit could be for institutions using text messaging as part of their telefund program and outreach efforts. Best, Ron Ron Eisenstein Partner The Solas Group [temp]<https://www.thesolasgroup.com/> thesolasgroup.com<https://www.thesolasgroup.com/> | ron@thesolasgroup.com<mailto:ron@thesolasgroup.com> | (773) 315-6014 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Hejnal, Alan Sent: Tuesday, February 26, 2019 3:40 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Phone number data Once upon a time with landlines, an area code that didn’t match an address was probably a bad address. Obviously, that’s not true anymore with cell phones. That raises a question if you have a “home” phone number and the person moves. Is the number likely to remain valid, or otherwise? (A related potential complication is that some advancement systems once closely linked a phone number to an address and automatically inactivated the phone number if the address became inactive.) I guess I can see value in identifying phone numbers that are mobile phone numbers but aren’t coded as such and unlinking them from associated addresses. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, February 26, 2019 2:13 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Phone number data I had a couple of inquiries along these lines and first asked why it mattered? I am simply curious about what difference it makes. One thing I suggested that if it was more curiosity than anything else, before spending any money at all they should first compare the known phone number to the zip code and if they don't match, then the phone number is very likely a cell and they might consider excluding it from the dataload to save some money. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>> wrote: All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>


  • 6.  Re: Phone number data

    Posted 02-27-2019 01:28 PM
    I remember having this same conversation in regards to phone numbers and email addresses. I think it was at a BBCON session many years ago. But the conversation revolved around data coding, and the purpose of having a large number of phone types (and email types). One of the presenters made a point that if a donor is giving you their contact information, that is their preferred method of contact, and that it does not matter whether it’s a home, business, or cell phone, and that whatever that phone type is should be the main method of contacting them. As things have changed, I’m seemingly inclined to agree. Nowadays, many people get (and read and respond to) work emails wherever they are, and phone numbers are so portable that people are moving home numbers to cell phones and vice versa. It used to be if you called a “home” phone, you can assume the person was at home, or that the “work” phone was being answered in the office. That’s not the case anymore. And as long as we are able to get in contact with the person, I’m not sure that it matters much anymore. In regards to the text messaging option, wouldn’t you want donors to opt-in for something like that. In that case, I’d have the constituent re-verify the number. Dariel Dixon | Business Analyst Rex Healthcare Foundation 2500 Blue Ridge Road, Suite 325 Dariel.Dixon@unchealth.unc.edu<mailto:Dariel.Dixon@unchealth.unc.edu> | (919) 784-7689 From: Ron Eisenstein <ron@THESOLASGROUP.COM> Sent: Tuesday, February 26, 2019 5:10 PM Subject: Re: Phone number data It’s an interesting question. I could see several additional benefits to such a service. In general, fundraisers and other relationship managers find it helpful in knowing when a phone number is a cell versus a landline, especially when multiple phone numbers are on file. The method of outreach these folks employ is based on multiple factors including the time of day, relationship to the individual(s), and relationship to the institution. Home and cell phone numbers are often supplied interchangeably. But even when that’s the case, more information about the numbers is always helpful from the fundraiser’s perspective. Another benefit could be for institutions using text messaging as part of their telefund program and outreach efforts. Best, Ron Ron Eisenstein Partner The Solas Group [temp]<https://www.thesolasgroup.com/> thesolasgroup.com<https://www.thesolasgroup.com/> | ron@thesolasgroup.com<mailto:ron@thesolasgroup.com> | (773) 315-6014 From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Hejnal, Alan Sent: Tuesday, February 26, 2019 3:40 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Phone number data Once upon a time with landlines, an area code that didn’t match an address was probably a bad address. Obviously, that’s not true anymore with cell phones. That raises a question if you have a “home” phone number and the person moves. Is the number likely to remain valid, or otherwise? (A related potential complication is that some advancement systems once closely linked a phone number to an address and automatically inactivated the phone number if the address became inactive.) I guess I can see value in identifying phone numbers that are mobile phone numbers but aren’t coded as such and unlinking them from associated addresses. My US$0.02 worth; the usual disclaimers apply. Good luck! Alan Alan S. Hejnal Data Quality Manager Smithsonian Institution - Office of Advancement 600 Maryland Avenue SW, Suite 600E P.O. Box 37012, MRC 527 Washington, DC 20013-7012 •: 202-633-8754 | •: HejnalA@si.edu<mailto:HejnalA@si.edu> [SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, February 26, 2019 2:13 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Phone number data I had a couple of inquiries along these lines and first asked why it mattered? I am simply curious about what difference it makes. One thing I suggested that if it was more curiosity than anything else, before spending any money at all they should first compare the known phone number to the zip code and if they don't match, then the phone number is very likely a cell and they might consider excluding it from the dataload to save some money. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>> wrote: All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu<mailto:rudnicds@whitman.edu> ----- Confidentiality Notice ----- The information contained in (or attached to) this electronic message may be legally privileged and/or confidential information. If you have received this communication in error, please notify the sender immediately and delete the message.


  • 7.  Re: Phone number data

    Posted 02-27-2019 05:16 PM
    Hi, We’ve used Deloitte’s Cornerstone and InfoGrid Systems. I recommend InfoGrid Systems as they also can check if those phone numbers are in use and they had better customer service overall. Thanks, George From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of David Rudnick Sent: Tuesday, February 26, 2019 11:03 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Phone number data All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>


  • 8.  Re: Phone number data

    Posted 02-27-2019 05:21 PM
    Hi John, For us it matters for a few reasons: * Reverse lookup only properly works for landline phone numbers in Canada * As a data quality check we usually ensure that an individual only has one current landline number so it helps to know that a new phone number is a cell phone or a landline * Knowing the type of phone number allows us to make decisions on when to call them. Ex: if they are under 60 and have a landline, we won’t call it until after 6PM – it provides us with higher answer rates * It saves some money for checking the known phone number to address as you want to only send landlines To note, due to the phone number portability regulations, verifying if a phone number is a cell phone or a landline is not 100% accurate. Thanks, George From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, February 26, 2019 11:13 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Phone number data I had a couple of inquiries along these lines and first asked why it mattered? I am simply curious about what difference it makes. One thing I suggested that if it was more curiosity than anything else, before spending any money at all they should first compare the known phone number to the zip code and if they don't match, then the phone number is very likely a cell and they might consider excluding it from the dataload to save some money. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>> wrote: All, Has anyone used a system for bulk uploads of phone numbers to verify if they are land lines or cell phones? Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu<mailto:rudnicds@whitman.edu>


  • 9.  Re: Phone number data

    Posted 02-28-2019 08:38 AM
    Thank you all. For our current use, we are looking at a texting trial. While the software will identify land line vs cell phone, the code to select the best cell number is recursive, so doing a bit of cleanup before going all in would be of benefit. Cheers, David Rudnick | Asst. Director of Development Applications & Analytics | Whitman College (509) 527-5169 | rudnicds@whitman.edu On Wed, Feb 27, 2019 at 10:21 AM Firican, George <george.firican@ubc.ca> wrote: > Hi John, > > > > For us it matters for a few reasons: > > - Reverse lookup only properly works for landline phone numbers in > Canada > - As a data quality check we usually ensure that an individual only > has one current landline number so it helps to know that a new phone number > is a cell phone or a landline > - Knowing the type of phone number allows us to make decisions on when > to call them. Ex: if they are under 60 and have a landline, we won’t call > it until after 6PM – it provides us with higher answer rates > - It saves some money for checking the known phone number to address > as you want to only send landlines > > > > To note, due to the phone number portability regulations, verifying if a > phone number is a cell phone or a landline is not 100% accurate. > > > > Thanks, > George > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *John Taylor > *Sent:* Tuesday, February 26, 2019 11:13 AM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Phone number data > > > > I had a couple of inquiries along these lines and first asked why it > mattered? I am simply curious about what difference it makes. One thing I > suggested that if it was more curiosity than anything else, before spending > any money at all they should first compare the known phone number to the > zip code and if they don't match, then the phone number is very likely a > cell and they might consider excluding it from the dataload to save some > money. > > > > John > > > > John H. Taylor > > Principal, John H. Taylor Consulting > > 2604 Sevier St. > > Durham, NC 27705 > > johntaylorconsulting@gmail.com > > 919.816.5903 (cell/text) > > > > Serving the Advancement Community Since 1987 > > > > > > On Tue, Feb 26, 2019 at 2:04 PM David Rudnick <rudnicds@whitman.edu> > wrote: > > All, > > Has anyone used a system for bulk uploads of phone numbers to verify if > they are land lines or cell phones? > > > > Cheers, > > David Rudnick | Asst. Director of Development Applications & Analytics | > Whitman College > (509) 527-5169 | rudnicds@whitman.edu > >