FundSvcs Community

Hello everyone, My Director would like to get a sense of how others use Multiple Degrees (such as someone who received a BA and then an MSW, for example) in their Participation vs Revenue/Financial reports. Do you count: 1) Only the Primary degree for Financial 2) All degrees for Financial 3) Only the Primary degree for participation 4) All degrees for Participation (for example, resulting in BA/MS being counted in both categories) Thank you! Anne August, Gift Analyst Office of Advancement Simmons University 300 The Fenway Boston, MA 02115 (617) 521-2329 (800) 831-4284 *Electronic Security Notice* Please do not email credit card numbers. If you wish to make your gift via credit card, please use the secure giving link below, or call the Advancement Office toll-free. http://www.simmons.edu/alumni-and-friends/give

At Duke and NC State we never had any such report. We tracked degrees for alumni participation purposes only and that was done in accordance with VSE criteria - which generally have you counting an alum once with undergraduate degree holders trumping. 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, Jan 22, 2019 at 10:35 AM Anne August <anne.august@simmons.edu> wrote: > Hello everyone, > > My Director would like to get a sense of how others use Multiple Degrees > (such as someone who received a BA and then an MSW, for example) in their > Participation vs Revenue/Financial reports. Do you count: > > > 1) Only the Primary degree for Financial > 2) All degrees for Financial > > 3) Only the Primary degree for participation > 4) All degrees for Participation (for example, resulting in BA/MS being > counted in both categories) > > > Thank you! > > > Anne August, Gift Analyst > Office of Advancement > Simmons University > 300 The Fenway > Boston, MA 02115 > (617) 521-2329 > (800) 831-4284 > > *Electronic Security Notice* > Please do not email credit card numbers. > > If you wish to make your gift via credit card, please use the secure > giving link below, or call the Advancement Office toll-free. > > http://www.simmons.edu/alumni-and-friends/give >

Thanks, Marianne, I think that is what we are inclined to do here - participation but not financial. - Anne Re: Degree Participation Counting - Primary or All? Poll From:Marianne Pelletier <marianne@STAUPELL.COM> fundsvcs@LISTSERV.FUNDSVCS.ORG Tue, 22 Jan 2019 15:49:46 +0000 The hard part of a question like this is that if you credit the donor's giving to each of her degree levels, then your totals are seriously inflated. It sometimes takes months to explain why the totals under each degree level do not match the overall gift total. So, you'll want some agreement from your leadership on how to total those amounts. However, if you're just counting donors at different giving levels, you can then count a donor in each of her categories. You would still have to be clear that the sum of these counts are not your overarching donor count, but my experience tells me that people have an easier time understanding double counting donors over total gifts. So then you could show that you have 300 donors with bachelors degrees at the $1 million level, for example. --Marianne Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com http://www.staupell.com

The hard part of a question like this is that if you credit the donor's giving to each of her degree levels, then your totals are seriously inflated. It sometimes takes months to explain why the totals under each degree level do not match the overall gift total. So, you'll want some agreement from your leadership on how to total those amounts. However, if you're just counting donors at different giving levels, you can then count a donor in each of her categories. You would still have to be clear that the sum of these counts are not your overarching donor count, but my experience tells me that people have an easier time understanding double counting donors over total gifts. So then you could show that you have 300 donors with bachelors degrees at the $1 million level, for example. HTH --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com http://www.staupell.com
Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Anne August Sent: Tuesday, January 22, 2019 10:36 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Degree Participation Counting - Primary or All? Poll Hello everyone, My Director would like to get a sense of how others use Multiple Degrees (such as someone who received a BA and then an MSW, for example) in their Participation vs Revenue/Financial reports. Do you count: 1) Only the Primary degree for Financial 2) All degrees for Financial 3) Only the Primary degree for participation 4) All degrees for Participation (for example, resulting in BA/MS being counted in both categories) Thank you! Anne August, Gift Analyst Office of Advancement Simmons University 300 The Fenway Boston, MA 02115 (617) 521-2329 (800) 831-4284 *Electronic Security Notice* Please do not email credit card numbers. If you wish to make your gift via credit card, please use the secure giving link below, or call the Advancement Office toll-free. http://www.simmons.edu/alumni-and-friends/give

Hi Anne, We only count their Primary, as we only want to count a person once in our totals. So it would be 1 and 3 for us. Cheers, David David B. Ritchie
 Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement
 Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107
 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu Giving.Jefferson.edu | Jefferson.edu/Alumni   Your generosity heals. Make a gift today.  Support Jefferson on AmazonSmile The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters.
Original Message----- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Anne August Sent: Tuesday, January 22, 2019 10:36 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Degree Participation Counting - Primary or All? Poll WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. Hello everyone, My Director would like to get a sense of how others use Multiple Degrees (such as someone who received a BA and then an MSW, for example) in their Participation vs Revenue/Financial reports. Do you count: 1) Only the Primary degree for Financial 2) All degrees for Financial 3) Only the Primary degree for participation 4) All degrees for Participation (for example, resulting in BA/MS being counted in both categories) Thank you! Anne August, Gift Analyst Office of Advancement Simmons University 300 The Fenway Boston, MA 02115 (617) 521-2329 (800) 831-4284 *Electronic Security Notice* Please do not email credit card numbers. If you wish to make your gift via credit card, please use the secure giving link below, or call the Advancement Office toll-free. https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.simmons.edu%2Falumni-and-friends%2Fgive&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Ce059d3ec642e4107a10f08d6807f5718%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636837681744161811&sdata=ru1IYBWBSQ%2Fg3z4Zd26g1RihBlLqgvoqTfCaYsHshkM%3D&reserved=0

MU is the same. [cid:image002.jpg@01D50582.EBD611A0]<http://www.giving.missouri.edu/s/1002/giving/index.aspx?sid=1002&gid=165&pgid=4740>Tom Boren Director of Advancement Services | University of Missouri 401 Reynolds Alumni Center, Columbia, MO 65211 Office: 573.882.5155 http://www.missouri.edu<http://www.missouri.edu/> | http://giving.missouri.edu<http://giving.missouri.edu/> | http://www.mizzou.com<http://www.mizzou.com/> [http://devtisg.missouri.edu/advancing_mizzou/email-signature/support-mu.png]<https://donatetomu.missouri.edu/> Confidentiality Note: This e-mail and any attachments are confidential and may be protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this e-mail or any attachment is prohibited. If you have received this e-mail in error, please notify us immediately by returning it to the sender and delete this copy from your system. Thank you for your cooperation. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 9:41 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Degree Participation Counting - Primary or All? Poll At Duke and NC State we never had any such report. We tracked degrees for alumni participation purposes only and that was done in accordance with VSE criteria - which generally have you counting an alum once with undergraduate degree holders trumping. 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, Jan 22, 2019 at 10:35 AM Anne August <anne.august@simmons.edu<mailto:anne.august@simmons.edu>> wrote: Hello everyone, My Director would like to get a sense of how others use Multiple Degrees (such as someone who received a BA and then an MSW, for example) in their Participation vs Revenue/Financial reports. Do you count: 1) Only the Primary degree for Financial 2) All degrees for Financial 3) Only the Primary degree for participation 4) All degrees for Participation (for example, resulting in BA/MS being counted in both categories) Thank you! Anne August, Gift Analyst Office of Advancement Simmons University 300 The Fenway Boston, MA 02115 (617) 521-2329 (800) 831-4284 *Electronic Security Notice* Please do not email credit card numbers. If you wish to make your gift via credit card, please use the secure giving link below, or call the Advancement Office toll-free. http://www.simmons.edu/alumni-and-friends/give

We do the same at Jefferson. Cheers, David David B. Ritchie
 Senior Director Business Intelligence, Analytics and Data Services Office of Institutional Advancement
 Thomas Jefferson University and Jefferson Health 130 S. 9th Street, 17th Floor | Philadelphia, PA 19107
 Office: (215) 955-6929 Mobile: (215) 531-3743 David.Ritchie@jefferson.edu<mailto:David.Ritchie@jefferson.edu> Help us Reimagine Jefferson: Make a gift today<https://giving.jefferson.edu/giving/online-giving/giving.html> Support Jefferson on AmazonSmile<https://smile.amazon.com/ch/23-1352651> [cid:image001.png@01D5058C.A1DA5B60] The information contained in this transmission contains privileged and confidential information. It is intended only for the use of the person named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. CAUTION: Intended recipients should NOT use email communication for emergent or urgent health care matters. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Boren, Tom Sent: Wednesday, May 8, 2019 10:47 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Degree Participation Counting - Primary or All? Poll WARNING: External Email - This email originated outside of Jefferson. DO NOT CLICK links or attachments unless you recognize the sender and are expecting the email. MU is the same. [cid:image002.jpg@01D5058C.A1DA5B60]<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.giving.missouri.edu%2Fs%2F1002%2Fgiving%2Findex.aspx%3Fsid%3D1002%26gid%3D165%26pgid%3D4740&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cab3f10c4e2ad471dc7ed08d6d3c40f7b%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929236356800643&sdata=vvj4ZnMIq9z5HTnBioxXm04Io1lRRfs8VCGpQ%2FKPfow%3D&reserved=0>Tom Boren Director of Advancement Services | University of Missouri 401 Reynolds Alumni Center, Columbia, MO 65211 Office: 573.882.5155 http://www.missouri.edu<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.missouri.edu%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cab3f10c4e2ad471dc7ed08d6d3c40f7b%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929236356810638&sdata=1XNGaxPyYY2ddB0vMvnel77Q1Vsq1G1MhApbplfUyPU%3D&reserved=0> | http://giving.missouri.edu<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgiving.missouri.edu%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cab3f10c4e2ad471dc7ed08d6d3c40f7b%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929236356810638&sdata=gUeW9rQXhJPk2VCH6UAXlDPMYyAPPsi3TR5LVMUVAjk%3D&reserved=0> | http://www.mizzou.com<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.mizzou.com%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cab3f10c4e2ad471dc7ed08d6d3c40f7b%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929236356820632&sdata=igMo8jUeMe1hGY40WFcQ8cIOVCEWEmlLuNXAoFcDh1M%3D&reserved=0> [http://devtisg.missouri.edu/advancing_mizzou/email-signature/support-mu.png]<https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdonatetomu.missouri.edu%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cab3f10c4e2ad471dc7ed08d6d3c40f7b%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929236356820632&sdata=gLRlt0bvYS%2BIUguq8trRtf3fG2qXFXvqGH6oLLLm8zg%3D&reserved=0> Confidentiality Note: This e-mail and any attachments are confidential and may be protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this e-mail or any attachment is prohibited. If you have received this e-mail in error, please notify us immediately by returning it to the sender and delete this copy from your system. Thank you for your cooperation. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of John Taylor Sent: Tuesday, January 22, 2019 9:41 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Degree Participation Counting - Primary or All? Poll At Duke and NC State we never had any such report. We tracked degrees for alumni participation purposes only and that was done in accordance with VSE criteria - which generally have you counting an alum once with undergraduate degree holders trumping. 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, Jan 22, 2019 at 10:35 AM Anne August <anne.august@simmons.edu<mailto:anne.august@simmons.edu>> wrote: Hello everyone, My Director would like to get a sense of how others use Multiple Degrees (such as someone who received a BA and then an MSW, for example) in their Participation vs Revenue/Financial reports. Do you count: 1) Only the Primary degree for Financial 2) All degrees for Financial 3) Only the Primary degree for participation 4) All degrees for Participation (for example, resulting in BA/MS being counted in both categories) Thank you! Anne August, Gift Analyst Office of Advancement Simmons University 300 The Fenway Boston, MA 02115 (617) 521-2329 (800) 831-4284 *Electronic Security Notice* Please do not email credit card numbers. If you wish to make your gift via credit card, please use the secure giving link below, or call the Advancement Office toll-free. http://www.simmons.edu/alumni-and-friends/give<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.simmons.edu%2Falumni-and-friends%2Fgive&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7Cab3f10c4e2ad471dc7ed08d6d3c40f7b%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929236356830626&sdata=FawZRIgTV3M%2FBomOQblXdv7b4llJdybWfD%2FhyIVBOMk%3D&reserved=0>