FundSvcs Community

I am the Assistant Director of Advancement Operations and Analytics, and I report to the Senior Director of Advancement Services in the Division of Alumni Relations and Development, which is under a university VP. I mostly handle reporting and dashboards. Our Director of Prospect Research (in Advancement Services) also does some modeling and analytics, including engagement scores. His skills in those areas are more advanced than mine. We're also celebrating 150 years, so Happy Birthday! Julie On Fri, Mar 1, 2019 at 12:53 PM Jessica Kuhlman <jessica.kuhlman@wpaog.org> wrote: > For those of you who have staff responsible for data analytics, who do > they report to and in what functional areas do they reside (fundraising, > communications and marketing, etc.)? Also, are you university advancement, > a foundation, alumni association, etc.? (I am mainly interested in > analytics as it pertains to fundraising and alumni relations, not > admissions, institutional research, etc.) > > > > We are a separate 501c3 alumni association, which is also the fundraising > operation. We have just started moving toward more data driven fundraising > and other activities and so far we have created a Donor Strategy and > Analytics team in Development (which consists of analysts type positions > and prospect researchers so far). As we move more into the analytics space, > we are wondering how other shops are positioning their more analytical > staff. > > > > *Jessica A. Kuhlman* > > *Senior Director of Donor Strategy and Analytics* > > *West Point Association of Graduates* > > > > *West Point Association of Graduates* > > 698 Mills Road West Point, NY 10996 > > Phone: 845.446.1585 > > *WestPointAOG.org* <http://www.westpointaog.org/> > > > > [image: 150 small jpg] > > > > *1869-2019: Celebrating 150 years |* #WPAOG150 > <https://twitter.com/hashtag/wpaog150?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Ehashtag> | > WestPointAOG.org/150th <https://www.westpointaog.org/150th> > > > > CONFIDENTIALITY NOTICE: The information contained in this email message > and any attachments is confidential and the property of West Point > Association of Graduates (WPAOG). This message is intended for viewing and > use by the original recipients only. Any dissemination, distribution, or > copying of this communication and/or its attachments is prohibited without > the sender’s written permission. WPAOG does not accept liability for > changes to this message after it was sent or privacy violations caused by > forwarding to additional parties. If you have received this communication > in error, please notify the sender and delete this email from your > computer. For additional information please refer to the privacy statement > available at WestPointAOG.org. > > > -- *Julie Domel* | Assistant Director of Advancement Operations and Analytics Alumni Relations & Development Division | 323 Stadium Drive <https://maps.google.com/?q=323+Stadium+Drive&entry=gmail&source=g> Trinity University | One Trinity Place | San Antonio, TX 78212 jdomel@trinity.edu | office: (210) 999-8057 | fax: (210) 999-8489 *Trinity on Tour is coming to North Texas!* Saturday, April 6, 2019 To register and view the schedule: goto.us/TrinityonTour <http://gotu.us/TrinityonTour> WEB <http://bit.ly/2ELFiho> | Facebook <http://bit.ly/2C0eEhA> | LinkedIn <http://bit.ly/2BchEec> | Instagram <http://bit.ly/2r12DFq> | Explore the Alumni Directory <http://bit.ly/TU_AlumniDirectory>

We have a Sr. Strategic Analyst on our Advancement team. While he reports directly to our VP for Institutional Advancement, he works very closely with me and my Data Analyst/Report Writer on the Advancement Services team. My staff member is more technical as he supports the data warehouse, reporting environment and tools and runs the complex queries. The Sr. Strategic Analyst interprets the results, performs other analyses and works with our Lead Generation Coordinator in identifying prospects and lead strategy. We partner with a vendor to produce an engagement score and our Sr. Strategic Analyst works on that and identifies strategies and recommendations based on the scores. We also have a comprehensive data analytics team here at our University called HelioCampus and they have done some large data anytics projects for us based on annual giving, first time donor trends and alumni relations. Hope that helps feel free to ping me with more specific questions. *Rebecca Boughamer*Assistant Vice President, Advancement Services | University of Maryland University College 3501 University Blvd E | Adelphi, MD 20783 Office: 301-985-7561 | Fax: 301-985-7111 | Mobile: 301-892-1277 | rebecca.boughamer@umuc.edu <rboughamer@umuc.edu> UMUC Advancement Services Intake Form <https://docs.google.com/forms/d/e/1FAIpQLScbK2bxhD80G_TWxn-FFjOYHG3j7uZXPL23BEjEoJA5fKn9_Q/viewform?usp=sf_link> UMUC IA Data Request Form <http://goo.gl/forms/eKbIEUBqKF> | UMUC IA Research Request Form <http://goo.gl/forms/dw7EMtguDR> On Fri, Mar 1, 2019 at 1:53 PM Jessica Kuhlman <jessica.kuhlman@wpaog.org> wrote: > For those of you who have staff responsible for data analytics, who do > they report to and in what functional areas do they reside (fundraising, > communications and marketing, etc.)? Also, are you university advancement, > a foundation, alumni association, etc.? (I am mainly interested in > analytics as it pertains to fundraising and alumni relations, not > admissions, institutional research, etc.) > > > > We are a separate 501c3 alumni association, which is also the fundraising > operation. We have just started moving toward more data driven fundraising > and other activities and so far we have created a Donor Strategy and > Analytics team in Development (which consists of analysts type positions > and prospect researchers so far). As we move more into the analytics space, > we are wondering how other shops are positioning their more analytical > staff. > > > > *Jessica A. Kuhlman* > > *Senior Director of Donor Strategy and Analytics* > > *West Point Association of Graduates* > > > > *West Point Association of Graduates* > > 698 Mills Road West Point, NY 10996 > > Phone: 845.446.1585 > > *WestPointAOG.org* <http://www.westpointaog.org/> > > > > [image: 150 small jpg] > > > > *1869-2019: Celebrating 150 years |* #WPAOG150 > <https://twitter.com/hashtag/wpaog150?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Ehashtag> | > WestPointAOG.org/150th <https://www.westpointaog.org/150th> > > > > CONFIDENTIALITY NOTICE: The information contained in this email message > and any attachments is confidential and the property of West Point > Association of Graduates (WPAOG). This message is intended for viewing and > use by the original recipients only. Any dissemination, distribution, or > copying of this communication and/or its attachments is prohibited without > the sender’s written permission. WPAOG does not accept liability for > changes to this message after it was sent or privacy violations caused by > forwarding to additional parties. If you have received this communication > in error, please notify the sender and delete this email from your > computer. For additional information please refer to the privacy statement > available at WestPointAOG.org. > > >

For those of you who have staff responsible for data analytics, who do they report to and in what functional areas do they reside (fundraising, communications and marketing, etc.)? Also, are you university advancement, a foundation, alumni association, etc.? (I am mainly interested in analytics as it pertains to fundraising and alumni relations, not admissions, institutional research, etc.) We are a separate 501c3 alumni association, which is also the fundraising operation. We have just started moving toward more data driven fundraising and other activities and so far we have created a Donor Strategy and Analytics team in Development (which consists of analysts type positions and prospect researchers so far). As we move more into the analytics space, we are wondering how other shops are positioning their more analytical staff. Jessica A. Kuhlman Senior Director of Donor Strategy and Analytics West Point Association of Graduates West Point Association of Graduates 698 Mills Road West Point, NY 10996 Phone: 845.446.1585 WestPointAOG.org<http://www.westpointaog.org/> [150 small jpg] 1869-2019: Celebrating 150 years | #WPAOG150 <https://twitter.com/hashtag/wpaog150?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Ehashtag> | WestPointAOG.org/150th<https://www.westpointaog.org/150th> CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender's written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Hi Jessica, For our organization, it depends on your focus. We have an Analyst on the Research team, and their focus is with Major Gift Fundraising. On our technical team, we have a Data Scientist, BI Developer, Analyst, etc. We are focused on providing enterprise solutions for our University and Healthcare system. We are all part of Advancement. We provide predictive modeling outcomes for the Research Analyst, along with reports, dashboards, large data pulls, etc. 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> Giving.Jefferson.edu<http://giving.jefferson.edu/giving.html> | Jefferson.edu/Alumni<http://www.jefferson.edu/alumni.html> Your generosity heals. Make a gift today.<https://w3.jefferson.edu/giving.cfm> Support Jefferson on AmazonSmile<https://smile.amazon.com/ch/23-1352651> [cid:image001.jpg@01D4D043.BE5F4D50] 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 Jessica Kuhlman Sent: Friday, March 01, 2019 1:54 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Where Does Data Analytics Fit in Your Organization? 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. For those of you who have staff responsible for data analytics, who do they report to and in what functional areas do they reside (fundraising, communications and marketing, etc.)? Also, are you university advancement, a foundation, alumni association, etc.? (I am mainly interested in analytics as it pertains to fundraising and alumni relations, not admissions, institutional research, etc.) We are a separate 501c3 alumni association, which is also the fundraising operation. We have just started moving toward more data driven fundraising and other activities and so far we have created a Donor Strategy and Analytics team in Development (which consists of analysts type positions and prospect researchers so far). As we move more into the analytics space, we are wondering how other shops are positioning their more analytical staff. Jessica A. Kuhlman Senior Director of Donor Strategy and Analytics West Point Association of Graduates West Point Association of Graduates 698 Mills Road West Point, NY 10996 Phone: 845.446.1585 WestPointAOG.org<https://na01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.westpointaog.org%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C6986bc94ae2c4b26fc7b08d69e774830%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636870632537029053&sdata=afhs8LkK%2FfBn45ZEmSSAd%2FfnNvYfaTW7SpbYnZMQdPM%3D&reserved=0> [150 small jpg] 1869-2019: Celebrating 150 years | #WPAOG150 <https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Ftwitter.com%2Fhashtag%2Fwpaog150%3Fref_src%3Dtwsrc%255Egoogle%257Ctwcamp%255Eserp%257Ctwgr%255Ehashtag&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C6986bc94ae2c4b26fc7b08d69e774830%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636870632537039063&sdata=ZM9Ofypg6Mqws9j8x0AhTfJqU6MU87gbSkc9fXtIEdE%3D&reserved=0> | WestPointAOG.org/150th<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.westpointaog.org%2F150th&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C6986bc94ae2c4b26fc7b08d69e774830%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636870632537039063&sdata=%2FQ8ZLckdFmkHbJ3EoD3XlqR2ZQ63QgRik9f9Qi3v750%3D&reserved=0> CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender’s written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.