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  • 1.  GiveCampus

    Posted 03-15-2019 11:42 AM
    I found this email thread when doing a search for discussions about GiveCampus. We have been using it for a couple of years and gearing up to use it for a Giving Day in April. I would like input on the processing of the gifts. We are set up for daily deposits and the $$ are wired to us. *(The GiveCampus definition of daily deposits is listed below.)* We do not enter gifts in our database until the cash is received...so this 2-day rolling schedule as described below, along with another day or two to receive confirmation from the bank that it has been received, puts a delay on our ability to provide reports on demographics, etc. How do others using GiveCampus handle this? If you select "Daily", your first transfer will occur approximately 7 days after the processing of your first donation. Thereafter, transfers will occur on a daily 2-day rolling schedule (e.g., donations processed on Mondays will be transferred on Wednesdays) (Note: This may vary if your school/institution is located outside of the United States). Most banks post received funds on the same day they are received, but some banks take 2-3 additional days to post funds--this timeline depends on your bank. Transfers that are scheduled on weekends or holidays will not be processed by your bank until the next business day. (Note: All donations are processed on UTC time, so the processing date may not always be the same as the date on which a donation is made in your local time zone.) Jennifer Jennifer P. Smith Director, Gifts and Records Management Advancement Services | University of Dayton 300 College Park | Curran Place Dayton, OH 45469-7051 937.229.3263 <https://udayton.edu/advancement/give/day/?utm_campaign=advag16&utm_source=sig&utm_medium=email&utm_content=nd> On Wed, Oct 17, 2018 at 4:18 PM Trisha Ayers <payersmi@bates.edu> wrote: > We use their on-line giving software for specific purposes and we went > live with their volunteer mgmt tool recently. Happy to talk with you ... > > Trisha > > On Wed, Oct 17, 2018 at 12:56 PM Marie E Loson <losonme@potsdam.edu> > wrote: > >> Has anyone implemented GiveCampus at their institution? If so, I’m >> looking for a brief breakdown of how that went – working with IT (or not), >> steps to implement, any technical issues encountered, etc. >> >> >> >> Thanks! >> >> >> >> *Marie E. Loson* >> >> Director of Advancement Services >> >> SUNY Potsdam >> >> (315) 267-2122 >> >> losonme@potsdam.edu >> >> >> > > > -- > > > Trisha Ayers > Senior Director of Advancement Services > Bates College > 2 Andrews Road, 203 Hathorn Hall > Lewiston, ME 04240 > (207) 786-6253 > Email: payersmi@bates.edu > > <http://www.bates.edu/campaign> > This email message (and any attachments therein) contains information that > may be confidential and is for the use of the addressee only. If you are > not the intended recipient, please notify the sender and delete it from > your computer. >


  • 2.  Re: GiveCampus

    Posted 03-15-2019 03:33 PM
    Ian, this is wonderful feedback. I appreciate the time you took to share your experience. Thank you. I can understand a one day lag time in receiving the cash, but not the 3-4 days we are experiencing. I would expect a quicker turnaround since it all occurs electronically. Oh well. Other than that issue, GiveCampus seems to be a great product. Jennifer Jennifer P. Smith Director, Gifts and Records Management Advancement Services | University of Dayton 300 College Park | Curran Place Dayton, OH 45469-7051 937.229.3263 <https://udayton.edu/advancement/give/day/?utm_campaign=advag16&utm_source=sig&utm_medium=email&utm_content=nd> On Fri, Mar 15, 2019 at 2:17 PM Ian Webster <iawebster@loyola.edu> wrote: > Hi Jennifer, > > > > We use the GC platform as well and have the same issue/follow the same > process you outline. > > > > I think it is just the nature of the beast for these giving days no matter > the platform. Your annual giving/fund raising staff just have to > understand the difference between the marketing/hype/excitement that the > running/live tally GC (and similar) provides with the reality of true gift > accounting and the need to reconcile to real dollars. Not to mention the > ability to manually add in dollar/donor totals from off-line giving to such > platforms compounding the issue. I have found that as long as there is > open communication and clear expectations going into these days (and the > week that follows) front line staff get it. This makes sense. They are > working in their “world” – the planning and execution of effective outreach > – and the natural desire to see the fruits of their labor. I think > sometimes the realization of what Advancement Services then has to process > gets overlooked without a reminder/illustration. X-thousand(s) of donors > and Y-hundred-thousand+ dollars in aggregate translates to a month of gift > volume in a day; often with a 3rd party technology platform in play, and > usually a literal pile of dollar bills and change from on-campus efforts > with faculty/staff/students. > > > > To expedite processing we: load as many email addresses we have (not just > preferred) so as to match as many gifts to donor ID’s as possible; we cross > train others in advancement services in basic gift entry so we can plow > through those first, large deposit reports quickly; if multiple > campaigns/designations are in play we organize batches so that we can > prepopulate our session defaults to speed up processing time per record. > > > > I also think that Advancement Services has to be somewhat > flexible/creative with helping out in areas outside of gift posting > procedures (won’t bend those). Maybe we are running some basic interim > demographic reports based on ID matches of unreconciled gift reports; maybe > it’s some manual counting/tally’s that we wouldn’t normally do. My shop > takes an all-hands-on-deck approach to our giving day. > > > > Lastly, I think frontline staff needs to be open with using terms like > “unofficial” total/count, or we are still “tallying the results”. The lag > until you can produce comprehensive numbers also provides a nice gap and > natural window for a follow-up thank you/stewardship piece to announce > “official results”. > > > > Ian > > > > > > > *Ian A. Webster *Director of Advancement Services > [image: cid:image001.gif@01CC09AF.D5BA87C0] > Loyola University Maryland > 4501 North Charles Street > Baltimore, MD 21210 > > Office: 410-617-2292 > > Mobile: 410-456-0460 > iawebster@loyola.edu > > www.loyola.edu > > > > [image: Facebook logo] <http://www.facebook.com/LoyolaMaryland> [image: > Twitter logo] <http://www.twitter.com/LoyolaMaryland> [image: Instagram > logo] <http://instagram.com/loyolamaryland> [image: Snapchat logo] > <https://www.snapchat.com/add/loyolamaryland> [image: YouTube logo] > <http://www.youtube.com/LoyolaMaryland>­ [image: LinkedIn logo] > <http://www.linkedin.com/edu/school?id=18552> > > > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Jennifer Smith > *Sent:* Friday, March 15, 2019 12:42 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] GiveCampus > > > > I found this email thread when doing a search for discussions about > GiveCampus. We have been using it for a couple of years and gearing up to > use it for a Giving Day in April. I would like input on the processing of > the gifts. > > > > We are set up for daily deposits and the $$ are wired to us. *(The > GiveCampus definition of daily deposits is listed below.)* We do not > enter gifts in our database until the cash is received...so this 2-day > rolling schedule as described below, along with another day or two to > receive confirmation from the bank that it has been received, puts a delay > on our ability to provide reports on demographics, etc. > > > > How do others using GiveCampus handle this? > > > If you select "Daily", your first transfer will occur approximately 7 days > after the processing of your first donation. Thereafter, transfers will > occur on a daily 2-day rolling schedule (e.g., donations processed on > Mondays will be transferred on Wednesdays) (Note: This may vary if your > school/institution is located outside of the United States). Most banks > post received funds on the same day they are received, but some banks take > 2-3 additional days to post funds--this timeline depends on your bank. > Transfers that are scheduled on weekends or holidays will not be processed > by your bank until the next business day. (Note: All donations are > processed on UTC time, so the processing date may not always be the same as > the date on which a donation is made in your local time zone.) > > > > Jennifer > > > Jennifer P. Smith > Director, Gifts and Records Management > Advancement Services | University of Dayton > 300 College Park | Curran Place > Dayton, OH 45469-7051 > > > 937.229.3263 > > > > > <https://udayton.edu/advancement/give/day/?utm_campaign=advag16&utm_source=sig&utm_medium=email&utm_content=nd> > > > > > > On Wed, Oct 17, 2018 at 4:18 PM Trisha Ayers <payersmi@bates.edu> wrote: > > We use their on-line giving software for specific purposes and we went > live with their volunteer mgmt tool recently. Happy to talk with you ... > > > > Trisha > > > > On Wed, Oct 17, 2018 at 12:56 PM Marie E Loson <losonme@potsdam.edu> > wrote: > > Has anyone implemented GiveCampus at their institution? If so, I’m looking > for a brief breakdown of how that went – working with IT (or not), steps to > implement, any technical issues encountered, etc. > > > > Thanks! > > > > *Marie E. Loson* > > Director of Advancement Services > > SUNY Potsdam > > (315) 267-2122 > > losonme@potsdam.edu > > > > > > > -- > > > > > > Trisha Ayers > > Senior Director of Advancement Services > > Bates College > > 2 Andrews Road, 203 Hathorn Hall > > Lewiston, ME 04240 > > (207) 786-6253 > > Email: payersmi@bates.edu > > > > <http://www.bates.edu/campaign> > > This email message (and any attachments therein) contains information that > may be confidential and is for the use of the addressee only. If you are > not the intended recipient, please notify the sender and delete it from > your computer. > >


  • 3.  Re: GiveCampus

    Posted 03-15-2019 05:17 PM
    Hi Jennifer, We use the GC platform as well and have the same issue/follow the same process you outline. I think it is just the nature of the beast for these giving days no matter the platform. Your annual giving/fund raising staff just have to understand the difference between the marketing/hype/excitement that the running/live tally GC (and similar) provides with the reality of true gift accounting and the need to reconcile to real dollars. Not to mention the ability to manually add in dollar/donor totals from off-line giving to such platforms compounding the issue. I have found that as long as there is open communication and clear expectations going into these days (and the week that follows) front line staff get it. This makes sense. They are working in their “world” – the planning and execution of effective outreach – and the natural desire to see the fruits of their labor. I think sometimes the realization of what Advancement Services then has to process gets overlooked without a reminder/illustration. X-thousand(s) of donors and Y-hundred-thousand+ dollars in aggregate translates to a month of gift volume in a day; often with a 3rd party technology platform in play, and usually a literal pile of dollar bills and change from on-campus efforts with faculty/staff/students. To expedite processing we: load as many email addresses we have (not just preferred) so as to match as many gifts to donor ID’s as possible; we cross train others in advancement services in basic gift entry so we can plow through those first, large deposit reports quickly; if multiple campaigns/designations are in play we organize batches so that we can prepopulate our session defaults to speed up processing time per record. I also think that Advancement Services has to be somewhat flexible/creative with helping out in areas outside of gift posting procedures (won’t bend those). Maybe we are running some basic interim demographic reports based on ID matches of unreconciled gift reports; maybe it’s some manual counting/tally’s that we wouldn’t normally do. My shop takes an all-hands-on-deck approach to our giving day. Lastly, I think frontline staff needs to be open with using terms like “unofficial” total/count, or we are still “tallying the results”. The lag until you can produce comprehensive numbers also provides a nice gap and natural window for a follow-up thank you/stewardship piece to announce “official results”. Ian Ian A. Webster Director of Advancement Services [cid:image001.gif@01CC09AF.D5BA87C0] Loyola University Maryland 4501 North Charles Street Baltimore, MD 21210 Office: 410-617-2292 Mobile: 410-456-0460 iawebster@loyola.edu<mailto:iawebster@loyola.edu> www.loyola.edu<http://www.loyola.edu> [Facebook logo]<http://www.facebook.com/LoyolaMaryland> [Twitter logo] <http://www.twitter.com/LoyolaMaryland> [Instagram logo] <http://instagram.com/loyolamaryland> [Snapchat logo] <https://www.snapchat.com/add/loyolamaryland> [YouTube logo] <http://www.youtube.com/LoyolaMaryland> ­ [LinkedIn logo] <http://www.linkedin.com/edu/school?id=18552> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Jennifer Smith Sent: Friday, March 15, 2019 12:42 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] GiveCampus I found this email thread when doing a search for discussions about GiveCampus. We have been using it for a couple of years and gearing up to use it for a Giving Day in April. I would like input on the processing of the gifts. We are set up for daily deposits and the $$ are wired to us. (The GiveCampus definition of daily deposits is listed below.) We do not enter gifts in our database until the cash is received...so this 2-day rolling schedule as described below, along with another day or two to receive confirmation from the bank that it has been received, puts a delay on our ability to provide reports on demographics, etc. How do others using GiveCampus handle this? If you select "Daily", your first transfer will occur approximately 7 days after the processing of your first donation. Thereafter, transfers will occur on a daily 2-day rolling schedule (e.g., donations processed on Mondays will be transferred on Wednesdays) (Note: This may vary if your school/institution is located outside of the United States). Most banks post received funds on the same day they are received, but some banks take 2-3 additional days to post funds--this timeline depends on your bank. Transfers that are scheduled on weekends or holidays will not be processed by your bank until the next business day. (Note: All donations are processed on UTC time, so the processing date may not always be the same as the date on which a donation is made in your local time zone.) Jennifer Jennifer P. Smith Director, Gifts and Records Management Advancement Services | University of Dayton 300 College Park | Curran Place Dayton, OH 45469-7051 937.229.3263 [https://lh6.googleusercontent.com/9z8-PWS9U4UIzK3ooJL0JRE8W3UNpT3jKMKxcZLZP664vHZJy-fwFo2vLF_s3oOWyjBAzFy-75rq02g9YeePSDnImecXqrUlGFXwcS0WVWvNLId5yuiD_d8MeWqy2tnEe2BFsBfD]<https://udayton.edu/advancement/give/day/?utm_campaign=advag16&utm_source=sig&utm_medium=email&utm_content=nd> On Wed, Oct 17, 2018 at 4:18 PM Trisha Ayers <payersmi@bates.edu<mailto:payersmi@bates.edu>> wrote: We use their on-line giving software for specific purposes and we went live with their volunteer mgmt tool recently. Happy to talk with you ... Trisha On Wed, Oct 17, 2018 at 12:56 PM Marie E Loson <losonme@potsdam.edu<mailto:losonme@potsdam.edu>> wrote: Has anyone implemented GiveCampus at their institution? If so, I’m looking for a brief breakdown of how that went – working with IT (or not), steps to implement, any technical issues encountered, etc. Thanks! Marie E. Loson Director of Advancement Services SUNY Potsdam (315) 267-2122 losonme@potsdam.edu<mailto:losonme@potsdam.edu> -- Trisha Ayers Senior Director of Advancement Services Bates College 2 Andrews Road, 203 Hathorn Hall Lewiston, ME 04240 (207) 786-6253 Email: payersmi@bates.edu<mailto:payersmi@bates.edu> [https://docs.google.com/uc?export=download&id=0B_tt0BCIK694VzNBYkRweHpNSkk&revid=0B_tt0BCIK694MHRaZEtadGhTaFFZUG5Uck0vOTlaRTRRSWxzPQ]<http://www.bates.edu/campaign> This email message (and any attachments therein) contains information that may be confidential and is for the use of the addressee only. If you are not the intended recipient, please notify the sender and delete it from your computer.


  • 4.  Re: GiveCampus

    Posted 03-15-2019 08:44 PM
    Agree on the lag. That is frustrating for us too. Our giving day is on a Thursday this year and I'm betting we won't be able to start posting until Monday or Tuesday. Sent from my Verizon, Samsung Galaxy smartphone