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Centralized Advancement Services

  • 1.  Centralized Advancement Services

    Posted 10-15-2025 01:50 PM

    Happy Wednesday!

     

    Does anyone know of any higher education institutions that operate as part of a state system with centralized Advancement services but are independent institutions within that system?

     

    Thank you,

    Amanda

     

     

    Amanda L. Haney

    Director of Gift & Data Management

    Gift & Data Management

     

     

    University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

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

     

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  • 2.  RE: Centralized Advancement Services

    Posted 10-15-2025 03:51 PM
    Do you mean where the university system has separately accredited universities, each with their own development operation, but advancement services is centralized?

    That would be the University of Alaska model

    Dave Woodley
    Unlock*Share*Connect
    Chief Data Officer
    University of Alaska Foundation



    Original Message


  • 3.  RE: Centralized Advancement Services

    Posted 10-15-2025 03:57 PM
    UNC?



    Original Message


  • 4.  RE: Centralized Advancement Services

    Posted 10-15-2025 04:09 PM
    UNC System has a central Shared Advancement Services office, but it is not performing all AS functions, not does it provide services to all 17 institutions. They are a resource to provide certain services that a smaller school may not be able to support on its own. I know they provide CRM support to select schools as well as Prospect Research services. 

    The contact is Shelley Clayton - slclayton@northcarolina.edu


    --

    Jeff Baynham
    Associate Vice Chancellor
    Advancement Services
    P: 919.513.2923
    C: 270.792.3373
    Executive Assistant, Pat Schon 

    NC State University
    Campus Box 7474
    249 Joyner Visitor Center
    Raleigh, NC 27695-7474






    Original Message


  • 5.  RE: Centralized Advancement Services

    Posted 10-16-2025 10:46 AM

    Thanks, Jeff! Happy to chat about our set up. As mentioned, we do not provide the full range of Advancement Services, rather we collaborate with our constituent institution Advancement teams to supplement the work they are doing – with a targeted focus on our smaller institutions and affiliated entities. Right now, our services are in Planned Giving, Prospect Development, and CRM Support.

     

    SHELLEY CLAYTON

    Associate Vice President

    Shared Advancement Services

    The University of North Carolina System

    (919) 843-6780 | slclayton@northcarolina.edu

     

                         www.northcarolina.edu

     

    E-mails sent to or from this e-mail address that relate to public business are public records and may be subject to public access under the North Carolina public records law.

     




    Original Message


  • 6.  RE: Centralized Advancement Services

    Posted 10-15-2025 04:21 PM
    The UNC System comprises 17 institutions, and each operates independently. However, they do have some shared services (like gift planning) - or at least that did at one point. But every University (plus the high school and the TV station that make up the system) operates independent AS offices.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


  • 7.  RE: Centralized Advancement Services

    Posted 10-16-2025 07:48 AM
    The University System of Maryland  has its own foundation with its own endowment and disbursement distribution system separate from the individual university foundations. The USM system also houses the fundraising software (Ellucian Advance) for 10/12 USM schools. When I worked at UMCP, the College Park foundation did the gift entry and development officers could add contact reports, but there wasn't much more than that that fundraisers could do on the front end.

    --

    Christina McNamee, Senior Director of Advancement Services

    400 Fontaine Street | Alexandria, VA  22302

    sssas.org/give | (703) 212-2753

    Preferred pronouns: she/her/hers





    Original Message


  • 8.  RE: Centralized Advancement Services

    Posted 10-16-2025 03:45 PM

    Hi all,

     

    We're re-doing some of our constituent codes (in Blackbaud CRM) and I was wondering if I could pose the question about how folks are dealing with DAFs. There is a conversation circulating in our team about whether or not DAFs should have their own constituent code or not. All of us agree that we should be easily able to identify which gifts are from DAFs but there's a number of ways of doing that.

     

    I'm wondering if any shops have coded DAFs at the record type/constituent code level and what benefits you're seeing from that decision? Or, if you reviewed this issue and decided against it what your logic from that decision was.

     

    Many thanks in advance!

     

    Jessica Woodruff

    Assistant Vice President

    Data Strategy and Philanthropic Insights

    Division of Development and Alumni Relations

    6200 San Amaro Drive, Suite 300

    Newman Alumni Center

    Coral Gables, FL 33146

    Office: 305-284-8738 | Cell: 302-531-7538

    Email: jlwoodruff@miami.edu

    miami.edu | canesgive.miami.edu | ucare.miami.edu

     

     

     

     

     




    Original Message


  • 9.  RE: Centralized Advancement Services

    Posted 10-16-2025 04:01 PM
    I have changed your subject line, Jessica, to reflect the new topic.

    You should definitely create a DAF constituent code. That's the simplest way to meet CASE VSE reporting requirements, which asks for DAF-specific values.

    From a VSE perspective, DAFs are considered a distinct reporting category, separate from foundations and other organizations.

    Doing this significantly simplifies explaining when and why an individual's pledge is manually reduced after a DAF gift is made. The individual's record shows a soft credit for a DAF entity type. You don't have to hunt for an appeal code or some other random DAF indicator.

    FWIW, I also assign a "write-off reason code" of 'DAF' when reducing an original pledge amount due to a related DAF gift coming in. This is crucial for the Finance team to see and understand when calculating reserve requirements for unpaid pledges. These pledges should be excluded from those calculations because, although you did not record the DAF gift as a payment, the pledge was not actually "unpaid."

    Anyway, I strongly recommend creating a unique constituent code for DAFs, just as you should designate "Private Foundations" as a subcategory for Foundations.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


  • 10.  RE: Centralized Advancement Services

    Posted 10-16-2025 04:39 PM

    Thanks, John, for both the feedback and the editing! It's good to know that's your guidance as well; I think that's the direction we seem to be leaning towards.

     

    We do also add the write-off reason and include that in a report our Central Finance team reviews regularly. The constituent code would be a layer in addition to that, as you mention.

     

    Have a good evening all!

     




    Original Message


  • 11.  RE: Centralized Advancement Services

    Posted 10-16-2025 04:42 PM
    Unfortunately, my subject line edit didn't take the first time. I hope this time it does!

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


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