Thanks, Ron.
I'm so glad that you mentioned org contact types! I'm thinking that our current list may not be as laser-focused as we might like (e.g. why do we have a Tertiary Cultivation Contact, and why are there significantly more of them than the number of Secondary Cultivation contacts?).
Here is our current list (with the number of occurrences in the database for the respective types:
CONTACT_CODE
CONTACT_DESC
Records
PC
Primary
23692
SN
Secondary Contact
4512
TC
Tertiary Contact
1040
DC
DC Area Contact
1770
HQ
Headquarters
213
CP
Primary Cultivation
680
CS
Secondary Cultivation
210
CC
Tertiary Cultivation Contact
533
PP
Philanthropic/Proposal
521
SE
Special Events
2132
RC
Receipt Contact
125
MG
Matching Gift
3
CU
Curatorial
93
DE
Design/Technology
4
MK
Marketing
60
ME
Media
26
PG
Programs Officer
157
PR
Public Relations
95
SC
Scholar
15
SP
Sponsorship Contact
30
DR
Director
391
AD
Assistant to the Director
103
Would anyone care to share their organization contact types, or their insights about the way that their organization contacts are structured?
One particular use case that we're considering is how we communicate with our organizational constituents when we have time-sensitive new to communicate (say, the nomination of a new Secretary for the Smithsonian, or perhaps information about a controversial exhibit at one of the museums). Would you send such communication to your Primary contact at an organization, or do you identify those recipients differently? Do you send such communications to more than one contact at an organization?
Thanks again!
Alan
Alan S. Hejnal
Data Quality Manager
Smithsonian Institution - Office of Advancement
600 Maryland Avenue SW, Suite 600E
P.O. Box 37012, MRC 527
Washington, DC 20013-7012
*: 202-633-8754 | *:
HejnalA@si.edu<mailto:
HejnalA@si.edu>
[SNAGHTML5cbfa34]<https://www.si.edu/> [AASP_FundSvcs_LOGO-01(040pct)(mark)]
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Ron Eisenstein
Sent: Monday, August 19, 2019 1:40 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: Re: [FUNDSVCS] Corporate and Foundation Records
Hi Alan,
In my experience, the biggest impact has been focusing first on our most important prospects (e.g. "top" 100), reviewing all associated org contacts and inactivating the old ones. It's especially helpful if you can, at the same time, standardize org contact types. Doing this can help avoid the manual and time-consuming process of having fundraisers review lists of org contacts (i.e. who to include or not to include) whenever mailings occur. Hope this helps!
All the best,
Ron
Ron Eisenstein
Partner
The Solas Group
thesolasgroup.com<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.thesolasgroup.com%2F&data=02%7C01%7CHejnalA%40SI.EDU%7Cadd09109c7754ddb6f4108d724cc58ef%7C989b5e2a14e44efe93b78cdd5fc5d11c%7C0%7C0%7C637018332399668716&sdata=yMtiuY1T5xBvESQHcmLJhAvr9UWR4UgeRvgMp5EaIFI%3D&reserved=0> | (773) 315-6014
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From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Hejnal, Alan
Sent: Monday, August 19, 2019 12:18 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: [FUNDSVCS] Corporate and Foundation Records
The Data Quality team at the Smithsonian is initiating a review of corporate and foundation records in our advancement system, in partnership with Prospect Research, Corporate and Foundation Relations, and key unit staff who work with these records.
We want to make sure that we don't overlook anything and would very much like to benefit from others' experience (and not have to re-invent the wheel!) so I'm hoping to start a discussion on FUNDSVCS about records of this type.
To begin with, most generally, what is the one thing that you have done to improve corporate and foundation records in your advancement system that has the biggest impact on your organization?
(More questions to follow!)
My US$0.02 worth; the usual disclaimers apply.
Good luck!
Alan
Alan S. Hejnal
Data Quality Manager
Smithsonian Institution - Office of Advancement
600 Maryland Avenue SW, Suite 600E
P.O. Box 37012, MRC 527
Washington, DC 20013-7012
*: 202-633-8754 | *:
HejnalA@si.edu<mailto:
HejnalA@si.edu>
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