FundSvcs Community

This is consistent with my research over the years. 5-6 gifts/hour is the minimum. 10-15 gifts/hour is realistic depending on gift complexity. More is possible, too, when using recurring batch technology. But so much depends on what ELSE the person does that is not gift-entry - and how much you automate. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com Big ideas; small keyboard > On Sep 9, 2019, at 3:02 PM, Isaac Shalev <isaac@sage70.com> wrote: > > We did a benchmarking study last year with about 20 liberal arts colleges, and found the median was about 10k per processor. We were largely looking at institutions that had 2-5 gift processors. > > I'm also concerned about your separation of duties. The person opening then mail ideally wouldn't be entering gifts too -or a few other things. We want to separate initiation, approval, recording, reconciliation and custody. That is reason enough to want to hire another person, aside from the volume of work. > > > Thank you, > Isaac Shalev > CRM Expert > Sage70, Inc. > (917) 859-0151 > isaac@sage70.com > > Schedule a 30-minute consultation now: > https://calendly.com/sage70/30min > > >> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: >> Hello, >> >> I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? >> >> We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. >> >> >> >> We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. >> >> Thank you, >> >> Peggy >> >> 508-289-2621 >> >>

We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu w. (203)773-8519 Give Today! <http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: > Hello, > > I’m looking for some stats for the typical number of gifts one Gift > Processor enters annually and I wondered if you might share that stat for > your organization? > > We have only 1 gift processor right now and the number of gifts she enters > has more than doubled in the past 5 years, so I want to start building a > case for hiring additional help. > > > > We use Raiser’s Edge, and she opens the gift mail, and enters all of the > gifts, making sure they’re designated and acknowledged as appropriate, > interacts with our Bank for stock related gifts and wire transfers, and > reconciles our records with that of our Finance office. > > Thank you, > > Peggy > > 508-289-2621 > > >

What is that…five gifts per day? That can’t be right, can it?—Bill ------------------------------------------------------------------------------------------------------------------------------------------------------------- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Lidington, Siobhan Sent: Monday, September 9, 2019 3:24 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processing We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu <mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today! <http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu <mailto:pdaly@whoi.edu> > wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

Marie: This is very funny to me. 1,000 gifts per processor. Last year we processed 7,940 gifts! On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan <sllidington@albertus.edu> wrote: > We process 1,000 per year and a consultant just told us they recommend one > person per 1,000 - doing the tasks you described. > > > Siobhan Lidington > Director of Annual and Individual Giving > Pronouns: she, her, hers > Albertus Magnus College > 700 Prospect St > New Haven, CT 06511 > sllidington@albertus.edu > w. (203)773-8519 > Give Today! <http://www.albertus.edu/donatenow> > > > On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: > >> Hello, >> >> I’m looking for some stats for the typical number of gifts one Gift >> Processor enters annually and I wondered if you might share that stat for >> your organization? >> >> We have only 1 gift processor right now and the number of gifts she >> enters has more than doubled in the past 5 years, so I want to start >> building a case for hiring additional help. >> >> >> >> We use Raiser’s Edge, and she opens the gift mail, and enters all of the >> gifts, making sure they’re designated and acknowledged as appropriate, >> interacts with our Bank for stock related gifts and wire transfers, and >> reconciles our records with that of our Finance office. >> >> Thank you, >> >> Peggy >> >> 508-289-2621 >> >> >> > -- *Pam Zemrose* Advancement Services Office of Advancement Saint Francis University Loretto, PA 15940-0600 814-472-3148

Pam -- how many gift processors do you have? Irene *Irene Colford P'12* Director of Advancement Services Sacred Heart Greenwich 1177 King Street Greenwich, CT 06831 www.shgreenwich.org colfordi@cshct.org 203.532.3160 On Mon, Sep 9, 2019 at 3:47 PM Pamela Zemrose <pzemrose@francis.edu> wrote: > Marie: > > This is very funny to me. 1,000 gifts per processor. Last year we > processed 7,940 gifts! > > > On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan < > sllidington@albertus.edu> wrote: > >> We process 1,000 per year and a consultant just told us they recommend >> one person per 1,000 - doing the tasks you described. >> >> >> Siobhan Lidington >> Director of Annual and Individual Giving >> Pronouns: she, her, hers >> Albertus Magnus College >> 700 Prospect St >> New Haven, CT 06511 >> sllidington@albertus.edu >> w. (203)773-8519 >> Give Today! <http://www.albertus.edu/donatenow> >> >> >> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: >> >>> Hello, >>> >>> I’m looking for some stats for the typical number of gifts one Gift >>> Processor enters annually and I wondered if you might share that stat for >>> your organization? >>> >>> We have only 1 gift processor right now and the number of gifts she >>> enters has more than doubled in the past 5 years, so I want to start >>> building a case for hiring additional help. >>> >>> >>> >>> We use Raiser’s Edge, and she opens the gift mail, and enters all of the >>> gifts, making sure they’re designated and acknowledged as appropriate, >>> interacts with our Bank for stock related gifts and wire transfers, and >>> reconciles our records with that of our Finance office. >>> >>> Thank you, >>> >>> Peggy >>> >>> 508-289-2621 >>> >>> >>> >> > > -- > *Pam Zemrose* > Advancement Services > Office of Advancement > Saint Francis University > Loretto, PA 15940-0600 > 814-472-3148 >

We've only recently been looking more in depth at our transaction data and how it appears on our department's dashboard. We had about 16K transactions last year with two processors, and that was up about 2500 transactions from the year before, due in part to a very successful day of giving. Our senior processor handles the more complicated transactions (adjustments, etc.), so her output is lower (her completion rate is about 65% of her colleague's). Julie On Mon, Sep 9, 2019 at 3:21 PM Forrest, Aaron <aaron.forrest@rochester.edu> wrote: > Roughly 10K feels correct to me also. I just ran some numbers and that > feels about right. Given that processor volumes ebb and flow with bio > projects, seasonal volumes, etc. > > Aaron > > 😃 > > On Sep 9, 2019, at 3:11 PM, John Taylor <johntaylorconsulting@gmail.com> > wrote: > > This is consistent with my research over the years. 5-6 gifts/hour is the > minimum. 10-15 gifts/hour is realistic depending on gift complexity. More > is possible, too, when using recurring batch technology. > > But so much depends on what ELSE the person does that is not gift-entry - > and how much you automate. > > John > > John Taylor > 919.816.5903 > johntaylorconsulting@gmail.com > > Big ideas; small keyboard > > On Sep 9, 2019, at 3:02 PM, Isaac Shalev <isaac@sage70.com> wrote: > > We did a benchmarking study last year with about 20 liberal arts colleges, > and found the median was about 10k per processor. We were largely looking > at institutions that had 2-5 gift processors. > > I'm also concerned about your separation of duties. The person opening > then mail ideally wouldn't be entering gifts too -or a few other things. We > want to separate initiation, approval, recording, reconciliation and > custody. That is reason enough to want to hire another person, aside from > the volume of work. > > > Thank you, > Isaac Shalev > CRM Expert > Sage70, Inc. > (917) 859-0151 > isaac@sage70.com > > Schedule a *30-minute consultation *now: > https://calendly.com/sage70/30min > <https://urldefense.proofpoint.com/v2/url?u=https-3A__calendly.com_sage70_30min&d=DwMFaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=N3dPlisT0fFUuuycEsWa1UP9LopgQpYAuEelBjSQbKc&s=-GztZNsxOGYpUNHO5-fUcUJoiyrQqByYqy_hITV2y88&e=> > > > On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: > >> Hello, >> >> I’m looking for some stats for the typical number of gifts one Gift >> Processor enters annually and I wondered if you might share that stat for >> your organization? >> >> We have only 1 gift processor right now and the number of gifts she >> enters has more than doubled in the past 5 years, so I want to start >> building a case for hiring additional help. >> >> >> >> We use Raiser’s Edge, and she opens the gift mail, and enters all of the >> gifts, making sure they’re designated and acknowledged as appropriate, >> interacts with our Bank for stock related gifts and wire transfers, and >> reconciles our records with that of our Finance office. >> >> Thank you, >> >> Peggy >> >> 508-289-2621 >> >> >> > -- *Julie Domel* | Assistant Director of Advancement Services - Reporting, Data Analysis, & Special Projects 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 Registration is now open! Alumni Weekend 2019 October 4-6, 2019 Register online at gotu.us/AlumniWeekend <https://new.trinity.edu/alumni/alumni-weekend?utm_source=parentguide&utm_medium=gotu.us&utm_campaign=&utm_content=alumniweekend>

We did a benchmarking study last year with about 20 liberal arts colleges, and found the median was about 10k per processor. We were largely looking at institutions that had 2-5 gift processors. I'm also concerned about your separation of duties. The person opening then mail ideally wouldn't be entering gifts too -or a few other things. We want to separate initiation, approval, recording, reconciliation and custody. That is reason enough to want to hire another person, aside from the volume of work. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com Schedule a *30-minute consultation *now: https://calendly.com/sage70/30min On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: > Hello, > > I’m looking for some stats for the typical number of gifts one Gift > Processor enters annually and I wondered if you might share that stat for > your organization? > > We have only 1 gift processor right now and the number of gifts she enters > has more than doubled in the past 5 years, so I want to start building a > case for hiring additional help. > > > > We use Raiser’s Edge, and she opens the gift mail, and enters all of the > gifts, making sure they’re designated and acknowledged as appropriate, > interacts with our Bank for stock related gifts and wire transfers, and > reconciles our records with that of our Finance office. > > Thank you, > > Peggy > > 508-289-2621 > > >

Should have been more clear - we do not have a gift processor - we have someone who does all services/admin functions including gift processing. Services staff at 1 per 1000 gifts. NOT gift processing staff. :) Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu w. (203)773-8519 Give Today! <http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 4:05 PM Cummins, Pam < 0000004f0b10290b-dmarc-request@listserv.fundsvcs.org> wrote: > Currently we only have one due to a vacancy but we will go back to two > October 1. > > > > Pam Cummins, ‘95 > > Compliance and Gift Specialist > > University Development > > Jones 319 CPO 19A > > 859-622-1917 > > pam.cummins@eku.edu > > Eastern Kentucky University > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Irene Colford > *Sent:* Monday, September 09, 2019 3:53 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Gift Processing > > > > Pam -- how many gift processors do you have? > > Irene > > *Irene Colford P'12* > > Director of Advancement Services > > Sacred Heart Greenwich > > > > 1177 King Street > > Greenwich, CT 06831 > > www.shgreenwich.org > <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.shgreenwich.org%2F&data=02%7C01%7Cpam.cummins%40EKU.EDU%7Cd1737bea6ae5412c6fe308d7355f4c10%7Ce23043271af04dee83fbc1b2fd6db0bb%7C0%7C0%7C637036555725771578&sdata=Ln0C0nY3Ya%2B5A%2F%2BzIwbMdr9qfgDXkBVem5u%2Bf8pstd4%3D&reserved=0> > > colfordi@cshct.org > > 203.532.3160 > > > > > > > > > > On Mon, Sep 9, 2019 at 3:47 PM Pamela Zemrose <pzemrose@francis.edu> > wrote: > > Marie: > > > > This is very funny to me. 1,000 gifts per processor. Last year we > processed 7,940 gifts! > > > > > > On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan < > sllidington@albertus.edu> wrote: > > We process 1,000 per year and a consultant just told us they recommend one > person per 1,000 - doing the tasks you described. > > > > > > Siobhan Lidington > > Director of Annual and Individual Giving > > Pronouns: she, her, hers > > Albertus Magnus College > > 700 Prospect St > > New Haven, CT 06511 > > sllidington@albertus.edu > > w. (203)773-8519 > > Give Today! > <https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.albertus.edu%2Fdonatenow&data=02%7C01%7Cpam.cummins%40EKU.EDU%7Cd1737bea6ae5412c6fe308d7355f4c10%7Ce23043271af04dee83fbc1b2fd6db0bb%7C0%7C0%7C637036555725781571&sdata=zZANb2bzAmuo0skqHs3oSRP3dAlMOYdJd6S0C4n007I%3D&reserved=0> > > > > > > On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: > > Hello, > > I’m looking for some stats for the typical number of gifts one Gift > Processor enters annually and I wondered if you might share that stat for > your organization? > > We have only 1 gift processor right now and the number of gifts she enters > has more than doubled in the past 5 years, so I want to start building a > case for hiring additional help. > > > > We use Raiser’s Edge, and she opens the gift mail, and enters all of the > gifts, making sure they’re designated and acknowledged as appropriate, > interacts with our Bank for stock related gifts and wire transfers, and > reconciles our records with that of our Finance office. > > Thank you, > > Peggy > > 508-289-2621 > > > > > > > -- > > *Pam Zemrose* > > Advancement Services > > Office of Advancement > Saint Francis University > Loretto, PA 15940-0600 > > 814-472-3148 > >

I would also have concern with her opening the mail and entering the gifts. 4,294 pledges entered 6,853 gifts entered 1 FTE (me) Admin opens the mail. I enter all pledges/gifts, designate, reconcile with Finance, process/print acknowledgements, process all matching gift paperwork and follow up on pending matching gifts and handle all transfers and gifts of stock. I also run all requested lists for telethon, direct mail, alumni events, alumni magazine, campus departmental requests etc. I produce several weekly, monthly, quarterly and yearly reports and serve as the liaison between Advancement and I.T. as well as all campus offices. And in my spare time I keep the database updated. I wish you all the luck in getting your additional help! I would be happy with just one part-time employee! *From:* Advancement Services Discussion List [mailto: FUNDSVCS@LISTSERV.FUNDSVCS.ORG] *On Behalf Of *Peggy A Daly *Sent:* Monday, September 9, 2019 2:11 PM *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG *Subject:* [FUNDSVCS] Gift Processing Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

Hello, I'm looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser's Edge, and she opens the gift mail, and enters all of the gifts, making sure they're designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

Sounds great. I support this. Brian Hagan, CPA | Senior Director of Gift and Biographical Records Advancement Services UAB | The University of Alabama at Birmingham AB 1230 | 1720 2nd Ave S | Birmingham, AL 35294-0112 P: 205.975.0569 | hagan@uab.edu<mailto:hagan@uab.edu> uab.edu<http://uab.edu/> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Bill Wong Sent: Monday, September 09, 2019 2:28 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processing What is that…five gifts per day? That can’t be right, can it?—Bill ------------------------------------------------------------------------------------------------------------------------------------------------------------- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Lidington, Siobhan Sent: Monday, September 9, 2019 3:24 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Processing We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> <mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today! <http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu <mailto:pdaly@whoi.edu> > wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

Interesting! Lol. That would mean we would need 39 processors! We enter 39,000 last year and have a team of 3 enterer/committers full time year round (with other database duties as well) with an additional 3 temporary data entry staff from December-April our busiest time of year. April Snow, bCRE | Director, Donor Systems & Support YMCA of Greater Seattle 909 Fourth Avenue Seattle, WA 98104 aksnow@seattleymca.org<mailto:aksnow@seattleymca.org> | (206) 382-4925 seattleymca.org<http://www.seattleymca.org/> The Y: We’re for youth development, healthy living and social responsibility. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pamela Zemrose Sent: Monday, September 9, 2019 12:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processing Marie: This is very funny to me. 1,000 gifts per processor. Last year we processed 7,940 gifts! On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan <sllidington@albertus.edu<mailto:sllidington@albertus.edu>> wrote: We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today!<http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu>> wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621 -- Pam Zemrose Advancement Services Office of Advancement Saint Francis University Loretto, PA 15940-0600 814-472-3148 ________________________________ This e-mail, including attachments, may contain confidential and/or proprietary information for the use of the individual(s) or entity(ies) to which it is addressed. If the reader of this e-mail is not the intended recipient or an authorized agent of such an entity, the reader is hereby notified that any distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete the e-mail immediately.

With how many gift processors? --Marianne ________________________________________ Marianne M. Pelletier Staupell Analytics Group 607-592-3797 marianne@staupell.com<mailto:marianne@staupell.com> http://www.staupell.com From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Pamela Zemrose Sent: Monday, September 09, 2019 3:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processing Marie: This is very funny to me. 1,000 gifts per processor. Last year we processed 7,940 gifts! On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan <sllidington@albertus.edu<mailto:sllidington@albertus.edu>> wrote: We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today!<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.albertus.edu_donatenow&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=984RMR36hPmikF7s6oK6Uepf5oMP3Utjjovi7kvUZbE&m=9NGOoGUZwDoyQebRcc3CK6mE6g882BjFejB9fBfvAKU&s=SrBSoaSFqX5t7YqJcJjCFXmgN7RrsNTR1dcDU4GwuD8&e=> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu>> wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621 -- Pam Zemrose Advancement Services Office of Advancement Saint Francis University Loretto, PA 15940-0600 814-472-3148

Currently we only have one due to a vacancy but we will go back to two October 1. Pam Cummins, ‘95 Compliance and Gift Specialist University Development Jones 319 CPO 19A 859-622-1917 pam.cummins@eku.edu<mailto:pam.cummins@eku.edu> Eastern Kentucky University From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Irene Colford Sent: Monday, September 09, 2019 3:53 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processing Pam -- how many gift processors do you have? Irene Irene Colford P'12 Director of Advancement Services Sacred Heart Greenwich 1177 King Street Greenwich, CT 06831 www.shgreenwich.org<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.shgreenwich.org%2F&data=02%7C01%7Cpam.cummins%40EKU.EDU%7Cd1737bea6ae5412c6fe308d7355f4c10%7Ce23043271af04dee83fbc1b2fd6db0bb%7C0%7C0%7C637036555725771578&sdata=Ln0C0nY3Ya%2B5A%2F%2BzIwbMdr9qfgDXkBVem5u%2Bf8pstd4%3D&reserved=0> colfordi@cshct.org<mailto:colfordi@cshct.org> 203.532.3160 [http://intranet.cshgreenwich.org/images/sacredheartgreenwich.png] On Mon, Sep 9, 2019 at 3:47 PM Pamela Zemrose <pzemrose@francis.edu<mailto:pzemrose@francis.edu>> wrote: Marie: This is very funny to me. 1,000 gifts per processor. Last year we processed 7,940 gifts! On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan <sllidington@albertus.edu<mailto:sllidington@albertus.edu>> wrote: We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today!<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.albertus.edu%2Fdonatenow&data=02%7C01%7Cpam.cummins%40EKU.EDU%7Cd1737bea6ae5412c6fe308d7355f4c10%7Ce23043271af04dee83fbc1b2fd6db0bb%7C0%7C0%7C637036555725781571&sdata=zZANb2bzAmuo0skqHs3oSRP3dAlMOYdJd6S0C4n007I%3D&reserved=0> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu>> wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621 -- Pam Zemrose Advancement Services Office of Advancement Saint Francis University Loretto, PA 15940-0600 814-472-3148

😳 On Sep 9, 2019, at 2:38 PM, Hagan, Brian J <hagan@uab.edu<mailto:hagan@uab.edu>> wrote: Sounds great. I support this. Brian Hagan, CPA | Senior Director of Gift and Biographical Records Advancement Services UAB | The University of Alabama at Birmingham AB 1230 | 1720 2nd Ave S | Birmingham, AL 35294-0112 P: 205.975.0569 | hagan@uab.edu<mailto:hagan@uab.edu> uab.edu<https://urldefense.proofpoint.com/v2/url?u=http-3A__uab.edu_&d=DwMGaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=8snpBIRcF4CYL3vU-tzOoKtAMwpGvDZvBZ9tooUWEfA&s=rkIjuC_bRyxqC2bXum9KkTYVEcSbkodVPSai8HslCr0&e=> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Bill Wong Sent: Monday, September 09, 2019 2:28 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Processing What is that…five gifts per day? That can’t be right, can it?—Bill ------------------------------------------------------------------------------------------------------------------------------------------------------------- From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Lidington, Siobhan Sent: Monday, September 9, 2019 3:24 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Processing We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> <mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today! <http://www.albertus.edu/donatenow<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.albertus.edu_donatenow&d=DwMGaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=8snpBIRcF4CYL3vU-tzOoKtAMwpGvDZvBZ9tooUWEfA&s=hY8spEb0hl2s5a_rPJveWSpkZafCvZdUbceNQ9AydxU&e=>> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu> <mailto:pdaly@whoi.edu> > wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

Roughly 10K feels correct to me also. I just ran some numbers and that feels about right. Given that processor volumes ebb and flow with bio projects, seasonal volumes, etc. Aaron 😃 On Sep 9, 2019, at 3:11 PM, John Taylor <johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com>> wrote: This is consistent with my research over the years. 5-6 gifts/hour is the minimum. 10-15 gifts/hour is realistic depending on gift complexity. More is possible, too, when using recurring batch technology. But so much depends on what ELSE the person does that is not gift-entry - and how much you automate. John John Taylor 919.816.5903 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> Big ideas; small keyboard On Sep 9, 2019, at 3:02 PM, Isaac Shalev <isaac@sage70.com<mailto:isaac@sage70.com>> wrote: We did a benchmarking study last year with about 20 liberal arts colleges, and found the median was about 10k per processor. We were largely looking at institutions that had 2-5 gift processors. I'm also concerned about your separation of duties. The person opening then mail ideally wouldn't be entering gifts too -or a few other things. We want to separate initiation, approval, recording, reconciliation and custody. That is reason enough to want to hire another person, aside from the volume of work. Thank you, Isaac Shalev CRM Expert Sage70, Inc. (917) 859-0151 isaac@sage70.com<mailto:isaac@sage70.com> Schedule a 30-minute consultation now: https://calendly.com/sage70/30min<https://urldefense.proofpoint.com/v2/url?u=https-3A__calendly.com_sage70_30min&d=DwMFaQ&c=kbmfwr1Yojg42sGEpaQh5ofMHBeTl9EI2eaqQZhHbOU&r=MraOYpMOnCsIdm9axhPA4iXJhhPExcCA4gBqoRhHvTU&m=N3dPlisT0fFUuuycEsWa1UP9LopgQpYAuEelBjSQbKc&s=-GztZNsxOGYpUNHO5-fUcUJoiyrQqByYqy_hITV2y88&e=> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu>> wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

I include pledges in my estimate also - all transactions processed. We also process quite a few “non gift” transactions that have no hard credit. Interesting conversation! Aaron 😃 On Sep 9, 2019, at 4:49 PM, Karen Dreessen <dreessen@morningside.edu<mailto:dreessen@morningside.edu>> wrote: I would also have concern with her opening the mail and entering the gifts. 4,294 pledges entered 6,853 gifts entered 1 FTE (me) Admin opens the mail. I enter all pledges/gifts, designate, reconcile with Finance, process/print acknowledgements, process all matching gift paperwork and follow up on pending matching gifts and handle all transfers and gifts of stock. I also run all requested lists for telethon, direct mail, alumni events, alumni magazine, campus departmental requests etc. I produce several weekly, monthly, quarterly and yearly reports and serve as the liaison between Advancement and I.T. as well as all campus offices. And in my spare time I keep the database updated. I wish you all the luck in getting your additional help! I would be happy with just one part-time employee! From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>] On Behalf Of Peggy A Daly Sent: Monday, September 9, 2019 2:11 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] Gift Processing Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621

We enter around 15,800 contributions annually with 2 FT gift receipters and another roughly 0.2 FTE opening mail, batching, reconciling and issuing acknowledgement letters. On Mon, Sep 9, 2019 at 2:51 PM April Snow <aksnow@seattleymca.org> wrote: > Interesting! Lol. That would mean we would need 39 processors! > > > > We enter 39,000 last year and have a team of 3 enterer/committers full > time year round (with other database duties as well) with an additional 3 > temporary data entry staff from December-April our busiest time of year. > > > > *April Snow, bCRE* | Director, Donor Systems & Support > > YMCA of Greater Seattle > > 909 Fourth Avenue > > Seattle, WA 98104 > > aksnow@seattleymca.org | (206) 382-4925 > > seattleymca.org <http://www.seattleymca.org/> > > > > *The Y: We’re for youth development, healthy living and social > responsibility.* > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Pamela Zemrose > *Sent:* Monday, September 9, 2019 12:46 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* Re: [FUNDSVCS] Gift Processing > > > > Marie: > > > > This is very funny to me. 1,000 gifts per processor. Last year we > processed 7,940 gifts! > > > > > > On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan < > sllidington@albertus.edu> wrote: > > We process 1,000 per year and a consultant just told us they recommend one > person per 1,000 - doing the tasks you described. > > > > > > Siobhan Lidington > > Director of Annual and Individual Giving > > Pronouns: she, her, hers > > Albertus Magnus College > > 700 Prospect St > > New Haven, CT 06511 > > sllidington@albertus.edu > > w. (203)773-8519 > > Give Today! <http://www.albertus.edu/donatenow> > > > > > > On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: > > Hello, > > I’m looking for some stats for the typical number of gifts one Gift > Processor enters annually and I wondered if you might share that stat for > your organization? > > We have only 1 gift processor right now and the number of gifts she enters > has more than doubled in the past 5 years, so I want to start building a > case for hiring additional help. > > > > We use Raiser’s Edge, and she opens the gift mail, and enters all of the > gifts, making sure they’re designated and acknowledged as appropriate, > interacts with our Bank for stock related gifts and wire transfers, and > reconciles our records with that of our Finance office. > > Thank you, > > Peggy > > 508-289-2621 > > > > > > > -- > > *Pam Zemrose* > > Advancement Services > > Office of Advancement > Saint Francis University > Loretto, PA 15940-0600 > > 814-472-3148 > > ------------------------------ > > This e-mail, including attachments, may contain confidential and/or > proprietary information for the use of the individual(s) or entity(ies) to > which it is addressed. If the reader of this e-mail is not the intended > recipient or an authorized agent of such an entity, the reader is hereby > notified that any distribution or copying of this e-mail is prohibited. If > you have received this e-mail in error, please notify the sender by > replying to this message and delete the e-mail immediately. > > -- *Gwen Donev* Director of Advancement Services Gustavus Adolphus College 800 West College Avenue Saint Peter, Minnesota 56082 Email: gwendonev@gustavus.edu Office: 507.933.6515

YIkes! Marie B. Melusky Assoc. VP for Advancement Saint Francis University Loretto, PA 15940 814-472-3021 Cell: 814-241-8606 Thank you for supporting Saint Francis University. On Mon, Sep 9, 2019 at 3:47 PM Pamela Zemrose <pzemrose@francis.edu> wrote: > Marie: > > This is very funny to me. 1,000 gifts per processor. Last year we > processed 7,940 gifts! > > > On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan < > sllidington@albertus.edu> wrote: > >> We process 1,000 per year and a consultant just told us they recommend >> one person per 1,000 - doing the tasks you described. >> >> >> Siobhan Lidington >> Director of Annual and Individual Giving >> Pronouns: she, her, hers >> Albertus Magnus College >> 700 Prospect St >> New Haven, CT 06511 >> sllidington@albertus.edu >> w. (203)773-8519 >> Give Today! <http://www.albertus.edu/donatenow> >> >> >> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu> wrote: >> >>> Hello, >>> >>> I’m looking for some stats for the typical number of gifts one Gift >>> Processor enters annually and I wondered if you might share that stat for >>> your organization? >>> >>> We have only 1 gift processor right now and the number of gifts she >>> enters has more than doubled in the past 5 years, so I want to start >>> building a case for hiring additional help. >>> >>> >>> >>> We use Raiser’s Edge, and she opens the gift mail, and enters all of the >>> gifts, making sure they’re designated and acknowledged as appropriate, >>> interacts with our Bank for stock related gifts and wire transfers, and >>> reconciles our records with that of our Finance office. >>> >>> Thank you, >>> >>> Peggy >>> >>> 508-289-2621 >>> >>> >>> >> > > -- > *Pam Zemrose* > Advancement Services > Office of Advancement > Saint Francis University > Loretto, PA 15940-0600 > 814-472-3148 >

Good morning, Please remove Diane Crompton from your email list. She is no longer working at Cabrini University. Thank you, Claire Claire Clute Executive Assistant - Institutional Advancement, Marketing & Communications and Finance Cabrini University 610 King of Prussia Road Radnor, PA 19087 Phone: 610.902.8750 Fax: 610.902.8489 claire.clute@cabrini.edu<mailto:claire.clute@cabrini.edu> www.cabrini.edu<http://www.cabrini.edu/> LIVE WITH PURPOSE From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Gwen Donev Sent: Tuesday, September 10, 2019 8:22 AM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Gift Processing External Email We enter around 15,800 contributions annually with 2 FT gift receipters and another roughly 0.2 FTE opening mail, batching, reconciling and issuing acknowledgement letters. On Mon, Sep 9, 2019 at 2:51 PM April Snow <aksnow@seattleymca.org<mailto:aksnow@seattleymca.org>> wrote: Interesting! Lol. That would mean we would need 39 processors! We enter 39,000 last year and have a team of 3 enterer/committers full time year round (with other database duties as well) with an additional 3 temporary data entry staff from December-April our busiest time of year. April Snow, bCRE | Director, Donor Systems & Support YMCA of Greater Seattle 909 Fourth Avenue Seattle, WA 98104 aksnow@seattleymca.org<mailto:aksnow@seattleymca.org> | (206) 382-4925 seattleymca.org<http://www.seattleymca.org/> The Y: We’re for youth development, healthy living and social responsibility. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Pamela Zemrose Sent: Monday, September 9, 2019 12:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Processing Marie: This is very funny to me. 1,000 gifts per processor. Last year we processed 7,940 gifts! On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan <sllidington@albertus.edu<mailto:sllidington@albertus.edu>> wrote: We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today!<http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu>> wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621 -- Pam Zemrose Advancement Services Office of Advancement Saint Francis University Loretto, PA 15940-0600 814-472-3148 ________________________________ This e-mail, including attachments, may contain confidential and/or proprietary information for the use of the individual(s) or entity(ies) to which it is addressed. If the reader of this e-mail is not the intended recipient or an authorized agent of such an entity, the reader is hereby notified that any distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete the e-mail immediately. -- Gwen Donev Director of Advancement Services Gustavus Adolphus College 800 West College Avenue Saint Peter, Minnesota 56082 Email: gwendonev@gustavus.edu<mailto:gwendonev@gustavus.edu> Office: 507.933.6515

We have over 70,000 gift transactions a year. We have an outside firm doing our processing because we work remotely with a small office staff in a few locations (Camp Pendleton and Quantico). The company we use process gifts exclusively for Raiser’s Edge clients. Of all their clients, I can tell you, we take up most of their time! They have one person opening the mail, sorting, putting appeal codes, etc. on the documents, scanning the docs; one person doing EFT/OnlineExpress donations (she also does leadership checks), one person doing checks. During our heavy time (Nov – Mid Jan) they add another person working on our processing. Not sure this helps you though! I have to say, though, online platforms cause their own challenges. OnlineExpress creates an individual record for ANY corporate online gift. If I uncheck the “allow corporate gifts” then the info just goes on the individual’s record, where almost every single one is a corporate gift, corporate address, that then turns into an “individual” gift with a corporate address (and we know what can happen if you try to mail to an individual w/o a company name on the address, and the address is commercial!). So we have audits we do for these types of quirks. I guess you would need to add that into the person hours of gift processing, right? Rose [Semper Fi Fund] www.semperfifund.org<http://www.semperfifund.org> Rose Dixon Deputy | Development Operations | Semper Fi Fund M: 617.413.9537 E: rose.dixon@semperfifund.org<mailto:rose.dixon@semperfifund.org> [facebook]<https://www.facebook.com/semperfifund> [cid:image003.png@01D567CE.9F699B80]<https://www.linkedin.com/company/injured-marine-semper-fi-fund/> [twitter]<https://www.twitter.com/semperfifund> [instagram]<https://www.instagram.com/semperfifund> Donate<https://semperfifund.org/donate> From: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> on behalf of Gwen Donev <gwendonev@GUSTAVUS.EDU> Reply-To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Date: Tuesday, September 10, 2019 at 8:22 AM To: "fundsvcs@listserv.fundsvcs.org" <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Processing We enter around 15,800 contributions annually with 2 FT gift receipters and another roughly 0.2 FTE opening mail, batching, reconciling and issuing acknowledgement letters. On Mon, Sep 9, 2019 at 2:51 PM April Snow <aksnow@seattleymca.org<mailto:aksnow@seattleymca.org>> wrote: Interesting! Lol. That would mean we would need 39 processors! We enter 39,000 last year and have a team of 3 enterer/committers full time year round (with other database duties as well) with an additional 3 temporary data entry staff from December-April our busiest time of year. April Snow, bCRE | Director, Donor Systems & Support YMCA of Greater Seattle 909 Fourth Avenue Seattle, WA 98104 aksnow@seattleymca.org<mailto:aksnow@seattleymca.org> | (206) 382-4925 seattleymca.org<http://www.seattleymca.org/> The Y: We’re for youth development, healthy living and social responsibility. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Pamela Zemrose Sent: Monday, September 9, 2019 12:46 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: Re: [FUNDSVCS] Gift Processing Marie: This is very funny to me. 1,000 gifts per processor. Last year we processed 7,940 gifts! On Mon, Sep 9, 2019 at 3:24 PM Lidington, Siobhan <sllidington@albertus.edu<mailto:sllidington@albertus.edu>> wrote: We process 1,000 per year and a consultant just told us they recommend one person per 1,000 - doing the tasks you described. Siobhan Lidington Director of Annual and Individual Giving Pronouns: she, her, hers Albertus Magnus College 700 Prospect St New Haven, CT 06511 sllidington@albertus.edu<mailto:sllidington@albertus.edu> w. (203)773-8519 Give Today!<http://www.albertus.edu/donatenow> On Mon, Sep 9, 2019 at 3:11 PM Peggy A Daly <pdaly@whoi.edu<mailto:pdaly@whoi.edu>> wrote: Hello, I’m looking for some stats for the typical number of gifts one Gift Processor enters annually and I wondered if you might share that stat for your organization? We have only 1 gift processor right now and the number of gifts she enters has more than doubled in the past 5 years, so I want to start building a case for hiring additional help. We use Raiser’s Edge, and she opens the gift mail, and enters all of the gifts, making sure they’re designated and acknowledged as appropriate, interacts with our Bank for stock related gifts and wire transfers, and reconciles our records with that of our Finance office. Thank you, Peggy 508-289-2621 -- Pam Zemrose Advancement Services Office of Advancement Saint Francis University Loretto, PA 15940-0600 814-472-3148 ________________________________ This e-mail, including attachments, may contain confidential and/or proprietary information for the use of the individual(s) or entity(ies) to which it is addressed. If the reader of this e-mail is not the intended recipient or an authorized agent of such an entity, the reader is hereby notified that any distribution or copying of this e-mail is prohibited. If you have received this e-mail in error, please notify the sender by replying to this message and delete the e-mail immediately. -- Gwen Donev Director of Advancement Services Gustavus Adolphus College 800 West College Avenue Saint Peter, Minnesota 56082 Email: gwendonev@gustavus.edu<mailto:gwendonev@gustavus.edu> Office: 507.933.6515 ---------- This message may contain Semper Fi Fund Privileged/Proprietary information. 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