FundSvcs Community

Good afternoon and happy Friday,

I have a question regarding address appends, especially those that specialize in constituent records that are lost or who have not had an update to their address in years.  I am curious as to how your institutions validates that information; in the spring we did an append and received over 10,000 new addresses but over time have found that a lot of the information was not valid; some were deceased for years, some never lived at the address provided and some were just the wrong person. 

If you have done this type of append I would love to pick your brain on your process!

Thank you,

Amanda

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I New England Center I 15 Strafford Ave I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Good afternoon and happy Friday,

I have a question regarding address appends, especially those that specialize in constituent records that are lost or who have not had an update to their address in years.  I am curious as to how your institutions validates that information; in the spring we did an append and received over 10,000 new addresses but over time have found that a lot of the information was not valid; some were deceased for years, some never lived at the address provided and some were just the wrong person. 

If you have done this type of append I would love to pick your brain on your process!

Thank you,

Amanda

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I New England Center I 15 Strafford Ave I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Morning Amanda,

My institution has struggled over the years with data quality from vendor appends (addresses included).

So we made a few operational changes this past year –

1)      We went with a "Best of Breed" approach to appends.
So for address appends – we sent test files to all of the vendors in play and checked their accuracy (especially with some of the "Gotcha" cases that we knew about.

2)      After selecting that vendor who had the highest accuracy and best features  –
We still reviewed the data and the confidence.   If we weren't confident, that data was kicked over for further review in AlumniFinder or FastPeopleSearch

For us – testing our vendors with known data before the append and being transparent with them on the testing results was critical for us to establish what our expectations are.

(I will note in current COVID-19 reality – we halted our appends for now.
For addresses, we are going to start doing a non-mailing quarterly NCOA screening with our full address pool, which might help us find some of the people who don't have an active home address anymore)

Hope that helps!

Chris

Good afternoon and happy Friday,

I have a question regarding address appends, especially those that specialize in constituent records that are lost or who have not had an update to their address in years.  I am curious as to how your institutions validates that information; in the spring we did an append and received over 10,000 new addresses but over time have found that a lot of the information was not valid; some were deceased for years, some never lived at the address provided and some were just the wrong person. 

If you have done this type of append I would love to pick your brain on your process!

Thank you,

Amanda

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I New England Center I 15 Strafford Ave I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

Morning Amanda,

My institution has struggled over the years with data quality from vendor appends (addresses included).

So we made a few operational changes this past year –

1)      We went with a "Best of Breed" approach to appends.
So for address appends – we sent test files to all of the vendors in play and checked their accuracy (especially with some of the "Gotcha" cases that we knew about.

2)      After selecting that vendor who had the highest accuracy and best features  –
We still reviewed the data and the confidence.   If we weren't confident, that data was kicked over for further review in AlumniFinder or FastPeopleSearch

For us – testing our vendors with known data before the append and being transparent with them on the testing results was critical for us to establish what our expectations are.

(I will note in current COVID-19 reality – we halted our appends for now.
For addresses, we are going to start doing a non-mailing quarterly NCOA screening with our full address pool, which might help us find some of the people who don't have an active home address anymore)

Hope that helps!

Chris

Good afternoon and happy Friday,

I have a question regarding address appends, especially those that specialize in constituent records that are lost or who have not had an update to their address in years.  I am curious as to how your institutions validates that information; in the spring we did an append and received over 10,000 new addresses but over time have found that a lot of the information was not valid; some were deceased for years, some never lived at the address provided and some were just the wrong person. 

If you have done this type of append I would love to pick your brain on your process!

Thank you,

Amanda

Amanda L. Haney

Director of Gift & Data Management

Gift & Data Management

University Advancement I New England Center I 15 Strafford Ave I Durham, NH 03824

Office: 603-862-2041 I amanda.haney@unh.edu

CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.