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  • 1.  travel reimbursements

    Posted 05-08-2019 10:06 AM
    Tom, I have walked into a few institutions employing this rather Draconian approach and have worked hard to replace the policy with measures that are tied more toward metrics for performance evaluations and their impact on annual increases. One challenge in the effectiveness of the former is the growth in the use of corporate credit cards. The latter approach is more universally applied. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On May 8, 2019, at 10:53 AM, David Ritchie <David.Ritchie@jefferson.edu> wrote: > > Hi Tom, > That is an interesting approach tying the reimbursement to completing their work. > > Like you, we do not. > 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 > > Help us Reimagine Jefferson: Make a gift today > Support Jefferson on AmazonSmile > > <image001.png> > > 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 10:49 AM > To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG > Subject: [FUNDSVCS] travel reimbursements > > 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. > > > > I’ve been asked to gather some information regarding travel reimbursements. Does your institution require fundraisers to record contact reports before being reimbursed for travel? > > MU does not. > > <image002.jpg>Tom Boren, MPA > Director of Advancement Services > > University of Missouri > 401 Reynolds Alumni Center, Columbia, MO 65211 > 573.882.5155 borent@missouri.edu > > > http://www.missouri.edu | http://giving.missouri.edu | http://www.mizzou.com > > 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. >


  • 2.  travel reimbursements

    Posted 05-08-2019 01:49 PM
    I've been asked to gather some information regarding travel reimbursements. Does your institution require fundraisers to record contact reports before being reimbursed for travel? MU does not. [cid:image002.jpg@01D50583.37FC6480]<http://www.giving.missouri.edu/s/1002/giving/index.aspx?sid=1002&gid=165&pgid=4740>Tom Boren, MPA Director of Advancement Services University of Missouri 401 Reynolds Alumni Center, Columbia, MO 65211 573.882.5155 borent@missouri.edu<mailto:borent@missouri.edu> http://www.missouri.edu<http://www.missouri.edu/> | http://giving.missouri.edu<http://giving.missouri.edu/> | http://www.mizzou.com<http://www.mizzou.com/> 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.


  • 3.  Re: travel reimbursements

    Posted 05-08-2019 01:53 PM
    Hi Tom, That is an interesting approach tying the reimbursement to completing their work. Like you, we do not. 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.36022C10] 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 10:49 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] travel reimbursements 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. I’ve been asked to gather some information regarding travel reimbursements. Does your institution require fundraisers to record contact reports before being reimbursed for travel? MU does not. [cid:image002.jpg@01D5058C.36022C10]<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%7C63306d76c5674fc3798f08d6d3c453aa%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929237510994768&sdata=72M%2BkUfaaGYdDoAooIRvGhfiPPJfwUtMK9Vax5f94G0%3D&reserved=0>Tom Boren, MPA Director of Advancement Services University of Missouri 401 Reynolds Alumni Center, Columbia, MO 65211 573.882.5155 borent@missouri.edu<mailto:borent@missouri.edu> 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%7C63306d76c5674fc3798f08d6d3c453aa%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929237511004762&sdata=vVmiDl5IXqigF2LkvdClF%2FKMyS5aIBWOO3qetO5V%2B2c%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%7C63306d76c5674fc3798f08d6d3c453aa%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929237511014758&sdata=MG29M%2FeCpcgpKJgFSnYpJXLfHChPhUXaykqhwbwk4vk%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%7C63306d76c5674fc3798f08d6d3c453aa%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636929237511014758&sdata=MzAGKZhQQdscHtSV9QRt2zbLvGS66Wf1Simaf7LWkfY%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.


  • 4.  Re: travel reimbursements

    Posted 05-08-2019 02:03 PM
    We do not, however, our gift officers are very diligent about completing their contact reports so it has not been an issue. Lisa M. Johnson Manager, Development Services The Valley Hospital Foundation Phone: 201-447-8427 Cell: 973-865-4797 Ljohnso7@valleyhealth.com<mailto:Ljohnso7@valleyhealth.com> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of David Ritchie Sent: Wednesday, May 08, 2019 10:53 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] travel reimbursements CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hi Tom, That is an interesting approach tying the reimbursement to completing their work. Like you, we do not. 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://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgiving.jefferson.edu%2Fgiving%2Fonline-giving%2Fgiving.html&data=02%7C01%7Cljohnso7%40VALLEYHEALTH.COM%7C30ff5256c9484d16f9be08d6d3c4eb7f%7C95bedc6abf8845a88131afc1f7f8b9fe%7C0%7C0%7C636929240073013984&sdata=edurYWOL2I%2BIeUHdfczLNwzv%2BamNpD3zTMTWsWyo3RY%3D&reserved=0> Support Jefferson on AmazonSmile<https://nam03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsmile.amazon.com%2Fch%2F23-1352651&data=02%7C01%7Cljohnso7%40VALLEYHEALTH.COM%7C30ff5256c9484d16f9be08d6d3c4eb7f%7C95bedc6abf8845a88131afc1f7f8b9fe%7C0%7C0%7C636929240073023979&sdata=BNfJAqBu7gOKutNbv%2FgbBONT01dbSaBMWB0crv3PoVQ%3D&reserved=0> [cid:image001.png@01D5058D.939C4F80] 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<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Boren, Tom Sent: Wednesday, May 8, 2019 10:49 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] travel reimbursements 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. I’ve been asked to gather some information regarding travel reimbursements. Does your institution require fundraisers to record contact reports before being reimbursed for travel? MU does not. [cid:image002.jpg@01D5058D.93A83660]<https://nam03.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%7Cljohnso7%40VALLEYHEALTH.COM%7C30ff5256c9484d16f9be08d6d3c4eb7f%7C95bedc6abf8845a88131afc1f7f8b9fe%7C0%7C0%7C636929240073023979&sdata=b97lg5uzBedfctv0r51UTzKLSFawReU%2B84pSSIoPgW0%3D&reserved=0>Tom Boren, MPA Director of Advancement Services University of Missouri 401 Reynolds Alumni Center, Columbia, MO 65211 573.882.5155 borent@missouri.edu<mailto:borent@missouri.edu> http://www.missouri.edu<https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.missouri.edu%2F&data=02%7C01%7Cljohnso7%40VALLEYHEALTH.COM%7C30ff5256c9484d16f9be08d6d3c4eb7f%7C95bedc6abf8845a88131afc1f7f8b9fe%7C0%7C0%7C636929240073033969&sdata=DD9SV7UdJljnxL6vX2f8Mh1Soz5fPOqUBQxNLa5DaAA%3D&reserved=0> | http://giving.missouri.edu<https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fgiving.missouri.edu%2F&data=02%7C01%7Cljohnso7%40VALLEYHEALTH.COM%7C30ff5256c9484d16f9be08d6d3c4eb7f%7C95bedc6abf8845a88131afc1f7f8b9fe%7C0%7C0%7C636929240073043967&sdata=PT2LhrKF6S18O6RCO72tN75yLCotuHRdPd7bd%2FXKDNM%3D&reserved=0> | http://www.mizzou.com<https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.mizzou.com%2F&data=02%7C01%7Cljohnso7%40VALLEYHEALTH.COM%7C30ff5256c9484d16f9be08d6d3c4eb7f%7C95bedc6abf8845a88131afc1f7f8b9fe%7C0%7C0%7C636929240073043967&sdata=MN%2BwVsvR2CFiW%2F0JH7sZwiGbIBPtgk14WZTIuKYEfSY%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.