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A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud's Raiser's Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser's Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn't allow her in. We do sync the two systems, but the data she is asking about isn't part of the sync. I'm wondering what the best practices are regarding importing this info into one's main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser's Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<http://www.pih.org/>

Tracey: In my experience the answer to this question has been "everything field we possibly can", assuming we're comfortable with the capacity ratings supplied (sometimes I haven't been and I've asked that those not be uploaded). The reason is simple: if we later want to do data analytics, we will have a much larger and robust set of data points to work with. If for reasons of bandwidth you are concerned about putting a large amount of information into your database, I would at least make sure information like value of real state holdings, philanthropy at other institutions, amount of compensation, and insider holdings are uploaded. Thanks, Greg Gregory Duke, D.Phil Staupell Analytics Group greg@staupell.com Ph. (716) 946-1870 Get Outlook for Android<https://aka.ms/ghei36> ________________________________ From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Tracey Mullane <tmullane@PIH.ORG> Sent: Monday, July 1, 2019 9:54:10 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Wealth Screening Data Imported to Main CRM A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud’s Raiser’s Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser’s Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn’t allow her in. We do sync the two systems, but the data she is asking about isn’t part of the sync. I’m wondering what the best practices are regarding importing this info into one’s main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser’s Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.pih.org_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=984RMR36hPmikF7s6oK6Uepf5oMP3Utjjovi7kvUZbE&m=0BskEhZZQH6Bjx16LgrFE5InsrFYR1T-yMg_hqyeeL8&s=t2pXJPe0yxypdlRS7-A001gzWXdBAYH_tBbx2cw6y2E&e=>

Tracey: In my experience the answer to this question has been "everything field we possibly can", assuming we're comfortable with the capacity ratings supplied (sometimes I haven't been and I've asked that those not be uploaded). The reason is simple: if we later want to do data analytics, we will have a much larger and robust set of data points to work with. If for reasons of bandwidth you are concerned about putting a large amount of information into your database, I would at least make sure information like value of real state holdings, philanthropy at other institutions, amount of compensation, and insider holdings are uploaded. Thanks, Greg Gregory Duke, D.Phil Staupell Analytics Group greg@staupell.com Ph. (716) 946-1870 Get Outlook for Android<https://aka.ms/ghei36> ________________________________ From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Tracey Mullane <tmullane@PIH.ORG> Sent: Monday, July 1, 2019 9:54:10 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Wealth Screening Data Imported to Main CRM A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud’s Raiser’s Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser’s Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn’t allow her in. We do sync the two systems, but the data she is asking about isn’t part of the sync. I’m wondering what the best practices are regarding importing this info into one’s main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser’s Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.pih.org_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=984RMR36hPmikF7s6oK6Uepf5oMP3Utjjovi7kvUZbE&m=0BskEhZZQH6Bjx16LgrFE5InsrFYR1T-yMg_hqyeeL8&s=t2pXJPe0yxypdlRS7-A001gzWXdBAYH_tBbx2cw6y2E&e=>

Hi Tracey, We have a large volume of patients screened, and we only load certain data points into RE. We took the path that you outlined in that we bring all this other data into our ODS and store it there. Jefferson uses SSRS and QlikSense for our reporting and analytics area, so we just add any additional data points to those reports and visualizations. Our users do very little in Query to export data out of RE, as they prefer the experience and the richness of data that we provide to them in QlikSense. As you said, we combine RE, Wealth screening, EPIC, Census, etc. in our ODS, so that is the best place for ours users to access it. 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@01D53015.1A2C6060] 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 Tracey Mullane Sent: Monday, July 1, 2019 12:54 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Wealth Screening Data Imported to Main CRM 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. A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud’s Raiser’s Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser’s Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn’t allow her in. We do sync the two systems, but the data she is asking about isn’t part of the sync. I’m wondering what the best practices are regarding importing this info into one’s main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser’s Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.pih.org%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C6f3dce96759d456b45d508d6fe44c802%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636975968698782854&sdata=K%2Bm97ZBIoQlqk8qsvXRWitj3FugAOR9Y%2FLYZvP3IuuQ%3D&reserved=0>

Hi Tracey, We have a large volume of patients screened, and we only load certain data points into RE. We took the path that you outlined in that we bring all this other data into our ODS and store it there. Jefferson uses SSRS and QlikSense for our reporting and analytics area, so we just add any additional data points to those reports and visualizations. Our users do very little in Query to export data out of RE, as they prefer the experience and the richness of data that we provide to them in QlikSense. As you said, we combine RE, Wealth screening, EPIC, Census, etc. in our ODS, so that is the best place for ours users to access it. 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@01D53015.1A2C6060] 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 Tracey Mullane Sent: Monday, July 1, 2019 12:54 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Wealth Screening Data Imported to Main CRM 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. A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud’s Raiser’s Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser’s Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn’t allow her in. We do sync the two systems, but the data she is asking about isn’t part of the sync. I’m wondering what the best practices are regarding importing this info into one’s main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser’s Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.pih.org%2F&data=02%7C01%7Cdavid.ritchie%40jefferson.edu%7C6f3dce96759d456b45d508d6fe44c802%7C55a89906c710436bbc444c590cb67c4a%7C0%7C0%7C636975968698782854&sdata=K%2Bm97ZBIoQlqk8qsvXRWitj3FugAOR9Y%2FLYZvP3IuuQ%3D&reserved=0>

I think the best route to go here would be to see if she can get read only access to ResearchPoint. If the data doesn't sync up automatically between RP and RE, then that probably means you'd have to create a custom rating for that data to live on the RE side. ResearchPoint has a view only user role by default, so it should not be difficult to obtain access. And like others have stated, ideally you would have all those data points in a centralized place, but that's not the reality. I would also look at the number of prospects that might be impacted by this. Would it be worth the time to create those ratings and maintain them, adding to your workload? Also, importing them in a fashion that allows them to be easily queried, which would be the main goal of having them in RE. A lot of this conversation depends on if the prospect research team will allow her access. 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: Tracey Mullane <tmullane@PIH.ORG> Sent: Monday, July 01, 2019 12:54 PM Subject: Wealth Screening Data Imported to Main CRM A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud's Raiser's Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser's Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn't allow her in. We do sync the two systems, but the data she is asking about isn't part of the sync. I'm wondering what the best practices are regarding importing this info into one's main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser's Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<http://www.pih.org/> ----- 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.

I think the best route to go here would be to see if she can get read only access to ResearchPoint. If the data doesn't sync up automatically between RP and RE, then that probably means you'd have to create a custom rating for that data to live on the RE side. ResearchPoint has a view only user role by default, so it should not be difficult to obtain access. And like others have stated, ideally you would have all those data points in a centralized place, but that's not the reality. I would also look at the number of prospects that might be impacted by this. Would it be worth the time to create those ratings and maintain them, adding to your workload? Also, importing them in a fashion that allows them to be easily queried, which would be the main goal of having them in RE. A lot of this conversation depends on if the prospect research team will allow her access. 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: Tracey Mullane <tmullane@PIH.ORG> Sent: Monday, July 01, 2019 12:54 PM Subject: Wealth Screening Data Imported to Main CRM A question about how much data from wealth screenings people bring over from their research database into their main CRM? For reference, we use Blackbaud's Raiser's Edge and their ResearchPoint tool. Our Planned Giving Director wants to have most/all of several data points currently in our ResearchPoint system brought over into Raiser's Edge, which will obviously make it easier for her to query and analyze from our main CRM. She does not currently have a login to ResearchPoint, though I have no reason to believe the prospect research team that manages that system wouldn't allow her in. We do sync the two systems, but the data she is asking about isn't part of the sync. I'm wondering what the best practices are regarding importing this info into one's main CRM and the pros/cons of importing it vs. accessing it in the research database? We screen over 300k records each year so there is a LOT of data. One thought I had was to map and import it to our central data warehouse and report on it out of there, as the DW could combine RE and RP data, though this still means not working in RE directly. The Director has asked about having the following info imported into Raiser's Edge: - $250k+ in possible appreciated assets - Planned gifts to other organizations, - Larkspur data on interest in estate/retirement/financial planning Thanks, -t Tracey Mullane Director, Development Operations | Partners In Health 800 Boylston St. Suite 300 | Boston, MA 02199-8190 (857) 880-5729 | tmullane@pih.org<mailto:tmullane@pih.org> [cid:image001.jpg@01D33132.DEED3610]<http://www.pih.org/> ----- 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.