FundSvcs Community

I am attaching two reports shared previously by CalArts. You will also find both at the download site. They might be a bit dated, but I have always liked them. And while I am sure things have changed in the last six years, I was proud of the two reports attached from NC State. They broke down our giving two ways, and then three ways within each group: - Gifts & New Commitments - All new outright gifts and pledges - Gift Receipts - Cash in the door (virtually the VSE report) Each of these two reports had three tabs to reflect the same dollars in different ways: - By Source (Entity types making the contributions) - By Type (Gift type categories) - By Use (Major fund categories) As you will also see, each tab reflected not only totals for the entire University but each College and fundraising organization). I will add these to the download site tomorrow - and, time-permitting will create a new sub-category for report examples. 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 Sun, Jul 7, 2019 at 6:43 PM Sanders, Mark H

Christine - We create a series of historical comparative reports of our performance against various peer sets using data pulled from the VSE database. We compare ourselves against the top 10 publics, top 10 grad engineering and against a geographic group of southeastern united states. Comparative data points: Total Fundraising $ Corporate Total $ Foundation Total $ Alumni Total $ Governing Board $ Credit $ Unrestricted $ $/Alumni Endowment Total $ Revenue Total $ Total Expenses $ We plot these points against these peer groups for 10 years. Mark Mark Sanders Office of Development Director of Information Services Phone (404) 894.8889 mark.sanders@dev.gatech.edu<mailto:mark.sanders@dev.gatech.edu> [cid:image001.png@01D29C9C.8B849980] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Christine Koo Sent: Wednesday, July 3, 2019 3:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports shared with Board of Regents Hi all, We at the University of Hawaii Foundation are looking to revitalize the fund raising reports we share with the university Board of Regents. Does anyone have any (redacted) reports you are willing to share? Happy 4th! Many thanks in advance, Christine Christine Koo Director of Information Technology Office | 808-376-7833 Mobile | 808-282-3780 University of Hawai'i Foundation<http://www.uhfoundation.org> 1314 South King Street, Suite B Honolulu, HI 96814 <https://goo.gl/maps/n8uM1mFV5WS2> Facebook<http://www.facebook.com/UniversityHawaiiFoundation> * Twitter<http://twitter.com/UHawaiiFdn> * LinkedIn<https://www.linkedin.com/company/university-of-hawaii-foundation> [University of Hawaii Foundation]<http://www.uhfoundation.org/> FOR OUR UNIVERSITY, OUR HAWAI'I, OUR FUTURE This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited.

Christine - We create a series of historical comparative reports of our performance against various peer sets using data pulled from the VSE database. We compare ourselves against the top 10 publics, top 10 grad engineering and against a geographic group of southeastern united states. Comparative data points: Total Fundraising $ Corporate Total $ Foundation Total $ Alumni Total $ Governing Board $ Credit $ Unrestricted $ $/Alumni Endowment Total $ Revenue Total $ Total Expenses $ We plot these points against these peer groups for 10 years. Mark Mark Sanders Office of Development Director of Information Services Phone (404) 894.8889 mark.sanders@dev.gatech.edu<mailto:mark.sanders@dev.gatech.edu> [cid:image001.png@01D29C9C.8B849980] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Christine Koo Sent: Wednesday, July 3, 2019 3:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Reports shared with Board of Regents Hi all, We at the University of Hawaii Foundation are looking to revitalize the fund raising reports we share with the university Board of Regents. Does anyone have any (redacted) reports you are willing to share? Happy 4th! Many thanks in advance, Christine Christine Koo Director of Information Technology Office | 808-376-7833 Mobile | 808-282-3780 University of Hawai'i Foundation<http://www.uhfoundation.org> 1314 South King Street, Suite B Honolulu, HI 96814 <https://goo.gl/maps/n8uM1mFV5WS2> Facebook<http://www.facebook.com/UniversityHawaiiFoundation> * Twitter<http://twitter.com/UHawaiiFdn> * LinkedIn<https://www.linkedin.com/company/university-of-hawaii-foundation> [University of Hawaii Foundation]<http://www.uhfoundation.org/> FOR OUR UNIVERSITY, OUR HAWAI'I, OUR FUTURE This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited.

All, I have added these reports to the Download site. They are under the sub-category of Reports & Lists. This category also has report request examples. There are 27 files under this heading. Many of the examples are dated yet relevant. I am delighted to add new standards anyone might be willing to share with me. The Download site likes PDF file types the best. I am happy to handle the conversion if you wish. 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 Sun, Jul 7, 2019 at 7:23 PM John Taylor <johntaylorconsulting@gmail.com> wrote: > I am attaching two reports shared previously by CalArts. You will also > find both at the download site. They might be a bit dated, but I have > always liked them. > > And while I am sure things have changed in the last six years, I was proud > of the two reports attached from NC State. They broke down our giving two > ways, and then three ways within each group: > > - Gifts & New Commitments - All new outright gifts and pledges > - Gift Receipts - Cash in the door (virtually the VSE report) > > Each of these two reports had three tabs to reflect the same dollars in > different ways: > > - By Source (Entity types making the contributions) > - By Type (Gift type categories) > - By Use (Major fund categories) > > As you will also see, each tab reflected not only totals for the entire > University but each College and fundraising organization). I will add these > to the download site tomorrow - and, time-permitting will create a new > sub-category for report examples. > > 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 Sun, Jul 7, 2019 at 6:43 PM Sanders, Mark H

All, I have added these reports to the Download site. They are under the sub-category of Reports & Lists. This category also has report request examples. There are 27 files under this heading. Many of the examples are dated yet relevant. I am delighted to add new standards anyone might be willing to share with me. The Download site likes PDF file types the best. I am happy to handle the conversion if you wish. 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 Sun, Jul 7, 2019 at 7:23 PM John Taylor <johntaylorconsulting@gmail.com> wrote: > I am attaching two reports shared previously by CalArts. You will also > find both at the download site. They might be a bit dated, but I have > always liked them. > > And while I am sure things have changed in the last six years, I was proud > of the two reports attached from NC State. They broke down our giving two > ways, and then three ways within each group: > > - Gifts & New Commitments - All new outright gifts and pledges > - Gift Receipts - Cash in the door (virtually the VSE report) > > Each of these two reports had three tabs to reflect the same dollars in > different ways: > > - By Source (Entity types making the contributions) > - By Type (Gift type categories) > - By Use (Major fund categories) > > As you will also see, each tab reflected not only totals for the entire > University but each College and fundraising organization). I will add these > to the download site tomorrow - and, time-permitting will create a new > sub-category for report examples. > > 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 Sun, Jul 7, 2019 at 6:43 PM Sanders, Mark H

Thank you, Mark! ~ Christine From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Sanders, Mark H Sent: Sunday, July 7, 2019 12:43 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports shared with Board of Regents Christine - We create a series of historical comparative reports of our performance against various peer sets using data pulled from the VSE database. We compare ourselves against the top 10 publics, top 10 grad engineering and against a geographic group of southeastern united states. Comparative data points: Total Fundraising $ Corporate Total $ Foundation Total $ Alumni Total $ Governing Board $ Credit $ Unrestricted $ $/Alumni Endowment Total $ Revenue Total $ Total Expenses $ We plot these points against these peer groups for 10 years. Mark Mark Sanders Office of Development Director of Information Services Phone (404) 894.8889 mark.sanders@dev.gatech.edu<mailto:mark.sanders@dev.gatech.edu> [cid:image001.png@01D29C9C.8B849980] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Christine Koo Sent: Wednesday, July 3, 2019 3:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Reports shared with Board of Regents Hi all, We at the University of Hawaii Foundation are looking to revitalize the fund raising reports we share with the university Board of Regents. Does anyone have any (redacted) reports you are willing to share? Happy 4th! Many thanks in advance, Christine Christine Koo Director of Information Technology Office | 808-376-7833 Mobile | 808-282-3780 University of Hawai'i Foundation<http://www.uhfoundation.org> 1314 South King Street, Suite B Honolulu, HI 96814 <https://goo.gl/maps/n8uM1mFV5WS2> Facebook<http://www.facebook.com/UniversityHawaiiFoundation> * Twitter<http://twitter.com/UHawaiiFdn> * LinkedIn<https://www.linkedin.com/company/university-of-hawaii-foundation> [University of Hawaii Foundation]<http://www.uhfoundation.org/> FOR OUR UNIVERSITY, OUR HAWAI'I, OUR FUTURE This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited. This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited.

Thank you, Mark! ~ Christine From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Sanders, Mark H Sent: Sunday, July 7, 2019 12:43 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports shared with Board of Regents Christine - We create a series of historical comparative reports of our performance against various peer sets using data pulled from the VSE database. We compare ourselves against the top 10 publics, top 10 grad engineering and against a geographic group of southeastern united states. Comparative data points: Total Fundraising $ Corporate Total $ Foundation Total $ Alumni Total $ Governing Board $ Credit $ Unrestricted $ $/Alumni Endowment Total $ Revenue Total $ Total Expenses $ We plot these points against these peer groups for 10 years. Mark Mark Sanders Office of Development Director of Information Services Phone (404) 894.8889 mark.sanders@dev.gatech.edu<mailto:mark.sanders@dev.gatech.edu> [cid:image001.png@01D29C9C.8B849980] From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Christine Koo Sent: Wednesday, July 3, 2019 3:39 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Reports shared with Board of Regents Hi all, We at the University of Hawaii Foundation are looking to revitalize the fund raising reports we share with the university Board of Regents. Does anyone have any (redacted) reports you are willing to share? Happy 4th! Many thanks in advance, Christine Christine Koo Director of Information Technology Office | 808-376-7833 Mobile | 808-282-3780 University of Hawai'i Foundation<http://www.uhfoundation.org> 1314 South King Street, Suite B Honolulu, HI 96814 <https://goo.gl/maps/n8uM1mFV5WS2> Facebook<http://www.facebook.com/UniversityHawaiiFoundation> * Twitter<http://twitter.com/UHawaiiFdn> * LinkedIn<https://www.linkedin.com/company/university-of-hawaii-foundation> [University of Hawaii Foundation]<http://www.uhfoundation.org/> FOR OUR UNIVERSITY, OUR HAWAI'I, OUR FUTURE This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited. This message (including any attachments) is covered by the Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. It is the property of the University of Hawaii Foundation. It may contain confidential information intended for a specific individual and purpose. If you are not the intended recipient, you must delete this message. You are hereby notified that any disclosure, copying, or distribution of this message is prohibited.

Thank you, John. Very helpful. ~ Christine From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of John Taylor Sent: Sunday, July 7, 2019 1:24 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Reports shared with Board of Regents I am attaching two reports shared previously by CalArts. You will also find both at the download site. They might be a bit dated, but I have always liked them. And while I am sure things have changed in the last six years, I was proud of the two reports attached from NC State. They broke down our giving two ways, and then three ways within each group: * Gifts & New Commitments - All new outright gifts and pledges * Gift Receipts - Cash in the door (virtually the VSE report) Each of these two reports had three tabs to reflect the same dollars in different ways: * By Source (Entity types making the contributions) * By Type (Gift type categories) * By Use (Major fund categories) As you will also see, each tab reflected not only totals for the entire University but each College and fundraising organization). I will add these to the download site tomorrow - and, time-permitting will create a new sub-category for report examples. 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 Sun, Jul 7, 2019 at 6:43 PM Sanders, Mark H