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  • 1.  Effectiveness of bio/demo/gift processing

    Posted 09-28-2022 07:28 AM

    Good morning!

     

    For my data/gift management/processing peers, I am curious to know if anyone has found a way to show the outcomes of your output.  I want to be able to show that when my department updated 1,000 emails, added 500 new employments, yada yada yada Advancement saw an increase of $x.xx in donations, or X number of alums engaging with the university (who hadn't previously). 

     

    Any suggestions are welcome as we currently have nothing and I want to have the ability to show the value of our work.

     

    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: Effectiveness of bio/demo/gift processing

    Posted 09-28-2022 07:35 AM

    Amanda,

     

    I've created a Power Bi report from Raiser's Edge.  I use it not only to see the volume but it also can help to drive our operational plan.  Knowing when we have a heavier volume in # of gifts and # of event registrations helps us with planning larger data projects.

     

    We also have – new emails, cell phones, businesses, new records, # of letters/receipts (filtered by online vs offline), etc.

     

    Chris

     

     

    Christine E. Adams bCRE-Pro      

    Senior Director of Advancement Services

    University of Hartford

    Office of Development and Alumni Affairs

    200 Bloomfield Avenue

    West Hartford, CT 06117

    P 860.768.2407

    C 860.461.6374

    F 860.768.2454

    E cadams@hartford.edu

     

     

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  • 3.  RE: Effectiveness of bio/demo/gift processing

    Posted 10-03-2022 08:38 AM
    Hi Christine
    Would you be willing to share what your power BI reports look like?
    Thanks
    Tracy

    ------------------------------
    Tracy Glidden
    Manager, Alumni & Donor Services
    University of Waterloo
    tracy.glidden@uwaterloo.ca
    ------------------------------

    Original Message


  • 4.  RE: Effectiveness of bio/demo/gift processing

    Posted 10-03-2022 08:45 AM

    Tracy,

     

    Yes, I shared with one other person as well as our operational plan.

     

    Both are attached.

     

    Chris

     

    Christine E. Adams bCRE-Pro      

    Senior Director of Advancement Services

    University of Hartford

    Office of Development and Alumni Affairs

    200 Bloomfield Avenue

    West Hartford, CT 06117

    P 860.768.2407

    C 860.461.6374

    F 860.768.2454

    E cadams@hartford.edu

     

     

    BlackbaudCertified_RE_Professionalhttps://linkprotect.cudasvc.com/url?a=http%3a%2f%2fbit.ly%2fBlackbaudUBadge&c=E,1,1mbEcDepV5t8WdKzK50COrEU-No2e1ofzag1D5wZQn_jo54LViVWnFldz5_RhK040BGl55mn0jRFnUrXUXmyeXLLL66ATdrcV_KGpFTQx6lso3a6YFkXOjwzD3E,&typo=1

     

    l-Development-Alumni-Affairs_DA1A32

       

    This message is intended only for the use of the addressee and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please advise the sender by reply e-mail of the error and then delete this e-mail immediately. Thank you.

     

     

     

     




    Original Message


  • 5.  RE: Effectiveness of bio/demo/gift processing

    Posted 10-04-2022 07:17 AM
    Thank you, this is great.
    Tracy

    ------------------------------
    Tracy Glidden
    Manager, Alumni & Donor Services
    University of Waterloo
    tracy.glidden@uwaterloo.ca
    ------------------------------

    Original Message


  • 6.  RE: Effectiveness of bio/demo/gift processing

    Posted 09-29-2022 05:54 PM

    depending on the system you have, this could be easy. We use RE. 

    Number of donations processed this FY? Quick gift query: Gift date between, or gift date greater than ___. 

    Number of addresses updated and/or added? Constituent query, address, all addresses, last updated by (or date last changed) --- this would work for any kind of contact information, not just addresses. 

    Employer relationships added? relationship query> date last changed and/or last updated by 

    If you want to compare these things over time, then you would run queries for multiple time frames. 

    I find it helps to make these things look pretty. Here is an example of a prior FY in review: 




    ------------------------------
    Cameron Alzubi
    Director, Gift Administration
    Illinois Institute of Technology
    calzubi@iit.edu
    giftadmin@iit.edu
    ------------------------------



  • 7.  RE: Effectiveness of bio/demo/gift processing

    Posted 10-03-2022 07:58 AM

    Amanda,

    For my data team, we try to contextualize our work for our strategic partners to demonstrate that value.

    So, rather than track # of emails added - we'll focus on channel metrics (aka "what's the % change in our email channel (over time)?")

    Annual Giving may not be data fluent enough to understand that adding 1000 emails is significant BUT
    They do care when we show them a 10 percentage point increase in the email channel OR an increased deliverability rate of 15%

    Our other focus is data quality metrics where we can shift the focus from quantity of data to quality of data.
    For us - completeness (how much do we know) and recency (how long ago was it changed) matter to us.

    Making it matter to our partners - we aim to pair those up to engagement scores and capacity ratings.
    That enables my team to be more strategic while making the case of what we can do with the resources at hand.




    ------------------------------
    Christopher Amherst
    Director of Data Management
    University Of Chicago
    cmamherst@uchicago.edu
    ------------------------------



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