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  • 1.  Gift & Data management goals

    Posted 09-25-2024 09:03 AM

    I am curious to learn what goals people have set for themselves and/or their staff related to gift and data management. I've been researching to get some new ideas but am honestly coming up blank as a lot of what I've found are things we already do or are in the process of implementing.

     

    Thank you for any feedback you can provide!

     

    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: Gift & Data management goals

    Posted 09-25-2024 10:24 AM
    Can you share what you are doing or implementing so our suggestions are not redundant?

    The same metrics established twenty years ago are mostly unchanged today - although turnaround times and data accuracy have steadily improved. So, I am not surprised if you haven't found lots that is new!

    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






  • 3.  RE: Gift & Data management goals

    Posted 10-07-2024 01:13 PM

    We already process gifts and receipts in a timely manner, we have a very high accuracy rate; much of the same metrics others are following.

     

    I am curious if there is anything new we could focus on, at the individual and department level. It's difficult to come up with goals for staff each year, when the work really doesn't change.

     




    Original Message


  • 4.  RE: Gift & Data management goals

    Posted 10-07-2024 01:25 PM
    I'd take a look at establishing goals for automating manual tasks (if you have any). For example, creating interfaces to automatically pull in student, parent, and faculty data to eliminate manual entry. The same applies to automated interfaces with online giving and crowdfunding applications.

    I also like establishing professional development goals for my staff to ensure that 100% attend an in-person conference every year.

    You can also track volume of non-gift/bio activity to help justify more staff - or elimination of those functions.

    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


  • 5.  RE: Gift & Data management goals

    Posted 10-09-2024 04:25 PM

    Hi Amanda,

    Here are some goals our team set for this fiscal year for some new ideas. We capture all of the typcial metrics (# of gifts processed, # of receipts, # of errors, # of acknowledgements, # if write offs, # of transfers, # of journals, etc):

    Send at least  once a month educational blast on Microsoft teams to our campus partners

    Meet with at least one department or school monthly to refresh them on gift processes

    Cross train

    Update internal process documents (and create a few new ones that we need to document)

    Take a leadership training course offered through HR

    Submit at CASE and/or AASP award submission

    Audit all funds in the RE database for accuracy 

    Create A QR Code for every form we have and create a cheat sheet for campus meetings

    Good luck!

    Debbie Reyna

    Director of Gift and Stewardship Services

    The University of Texas at Dallas



    ------------------------------
    Debbie Reyna
    University of Texas at Dallas
    deborah.reyna@utdallas.edu
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  • 6.  RE: Gift & Data management goals

    Posted 10-11-2024 02:10 PM

    An interesting metric that I appreciated at a former organization was not just accuracy, but a hierarchy of accuracy:

    • How many mistakes did we, as the data entry person, catch ourselves before they were escalated?
    • How many mistakes were caught by our manager?
    • How many were caught by the director of our department?
    • How many by finance or someone in a different department?

    The nuance allowed us to differentiate between mistakes and MISTAKES, and really separated the accurate folks from the folks who were just good at covering their tracks. 



    ------------------------------
    Erin Osenbaugh
    The Dallas Foundation
    eosenbaugh@dallasfoundation.org
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