FundSvcs Community

 View Only
  • 1.  Compelling argument for Faculty and Staff data?

    Posted 5 days ago

    Hello colleagues,

    HR and university leadership have hit the brakes on allowing advancement to have faculty and staff data in our CRM. Mind you we have had this data for the last 12 years in our legacy system. It seems that new people in HR leadership roles are suddenly wary of this practice. We have compiled data that tells the story of the impact of fac/staff giving thus far and why we should not abandon the fac/staff population in fundraising endeavors. 

    Can anyone give me support that this is common across the higher ed space, and your reasoning for having access to this data. Of course we will offer the usual op-out, anonymity, solicitation preferences, etc.

    Thanks in advance to this hive of collegial knowledge-based innovative fundraising thinkers. (Probably over the top, but it's Friday and calendar year receipts are out the door.)



    ------------------------------
    Jean Camber
    AVP, Advancement Services
    Regis University
    jcamber@regis.edu
    ------------------------------


  • 2.  RE: Compelling argument for Faculty and Staff data?

    Posted 5 days ago

    At UNC Chapel Hill, we have access to Fac/Staff data. The reasoning is primarily due to Fac/Staff giving, not to mention the fact that these folks are often already engaged with UNC or they might be our own users, which require constituent profiles. We also allow folks the option to opt out of certain elements displaying in our CRM, such as DOB, gender, and ethnicity. HR did not want to give us home addresses, but we convinced them to do so for the purpose avoiding duplicate records, and we keep the address that came from HR marked as confidential and do not mail. If we already have their home address, we don't add it again. If we get the same address from a gift or other source later, we update the address from HR to become usable, rather than having dupe addresses on the constituent.

     

    Depending on your campus IT security policies, perhaps an MOU or other agreement between HR and advancement would ease their concerns, spelling out what you use the data for and what privacy/security safeguards are in place in your CRM.

     






  • 3.  RE: Compelling argument for Faculty and Staff data?

    Posted 5 days ago

    Here's what CoPilot says.  Hopefully it's helpful.  Happy reading....

     

    How does it benefit Advancement activities at a university to have faculty and staff data in their fundraising database?

    Universities sometimes underestimate how powerful it is to include faculty and staff information in their Advancement or fundraising database. In reality, it strengthens almost every part of the Advancement ecosystem. A few of the biggest advantages stand out:

    Why Faculty & Staff Data Matters for Advancement

    1. Stronger relationship mapping

    Faculty and staff often have deep, long‑standing relationships with students, alumni, parents, and community partners. When Advancement can see:

    • who taught whom
    • who advised which students
    • who collaborated on research
    • who led certain programs

    ...it becomes much easier to identify warm connections that can open doors for fundraising conversations. A faculty member's endorsement can be the difference between a cold outreach and a meaningful engagement.

    2. Better prospect identification

    Faculty and staff often know:

    • which alumni are especially successful
    • which former students are passionate about certain programs
    • which industry partners might be open to collaboration

    When Advancement can link faculty/staff to academic programs, research centers, or student groups, it becomes easier to spot potential donors who care about those areas.

    3. More personalized donor engagement

    Knowing which faculty or staff members are connected to a donor allows Advancement to:

    • invite the right people to meetings
    • craft more relevant communications
    • involve faculty in stewardship
    • tailor proposals to the donor's academic interests

    This makes donor interactions feel authentic rather than transactional.

    4. Improved internal collaboration

    When Advancement has accurate faculty/staff data, it can:

    • coordinate better with academic departments
    • avoid duplicate outreach
    • keep everyone aligned on donor strategy
    • ensure faculty are informed before being asked to participate in donor meetings

    This reduces friction and builds trust between Advancement and academic units.

    5. Enhanced stewardship and recognition

    Faculty and staff often play a key role in:

    • thanking donors
    • reporting on the impact of gifts
    • participating in events

    Having their information in the database helps Advancement track who should be involved in stewardship activities and ensures donors feel connected to the people and programs they support.

    6. Stronger culture of philanthropy

    When faculty and staff are included in the system:

    • they can be recognized for their own giving
    • internal giving campaigns become easier to manage
    • Advancement can track participation rates
    • the institution can celebrate internal philanthropy more effectively

    This reinforces the idea that giving is part of the university's shared mission.

    7. Cleaner data and better analytics

    Faculty and staff often appear in multiple systems-HR, academic records, research systems. Integrating them into the fundraising database:

    • reduces duplicate records
    • improves data quality
    • supports more accurate reporting
    • helps Advancement understand the full ecosystem of relationships around the university

    Better data leads to better strategy.

    If you want, I can also help you frame this into a presentation slide, a memo to leadership, or a policy recommendation.

     

     






  • 4.  RE: Compelling argument for Faculty and Staff data?

    Posted 5 days ago
    It really depends on what type of data you are talking about. I can certify that the sharing of some F/S data is a common practice. However, institutions do not uniformly share the same data points.

    Certainly, you should receive the same information you obtain on your students, including full names, contact information, and dates (matriculation or employment). When I was at Duke we also obtained position levels and titles. I cannot recall if we obtained the same information when I was at NC State.

    Are there additional data points you are requesting that might be giving some people pause?

    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






  • 5.  RE: Compelling argument for Faculty and Staff data?

    Posted 5 days ago

    No, we are just asking for home address, work address, title and department, start date. 



    ------------------------------
    Jean Camber
    Regis University
    jcamber@regis.edu
    ------------------------------



  • 6.  RE: Compelling argument for Faculty and Staff data?

    Posted 2 days ago

    Hi Jean,

    At Mines we are currently dealing with a new campus HR person who has decided that, although they are willing to keep giving us faculty and staff data, they are not willing to provide the unique IDs for those records. Of course those are necessary in order to avoid creating duplicate records so we're pushing back. I was lucky to be able to point to specific language in the school/foundation MOU that gives us access to that as a data point. I don't think the argument is over, but if it continues we can let top leadership discuss it. If you don't have a clearly defined MOU, it's probably needed. Not that that would solve your problem this year but maybe they would be willing to provide something if the document was being negotiated?



    ------------------------------
    Lianna Bodzin
    Colorado School of Mines
    lbodzin@mines.edu
    ------------------------------



  • 7.  RE: Compelling argument for Faculty and Staff data?

    Posted 2 days ago
    I think your best bet is to sketch out specific use-cases to show your need for the data, which would ultimately also serve as the official justification within a data privacy framework. The scope of the data you're requesting is not particularly sensitive, beyond home address. You might look to collect work email or staff ID as an alternative if the goal is to identify duplicates. But broadly speaking in my experience this type of data is typically in advancement CRMs.


    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now: