I agree with Mr. Shalev. My job description currently includes both prospect research and a portion of the gift processing duties. At King to address a similar issue, we split the gift processing process into 3 steps and coordinate them between two different positions. This arrangement allows us to have a check and balance review process with each gift batch. We check each person's work as it moves through the process. I handle all of the prospect research for the department. The nature of research does impede on the regular requirements that are needed for gift processing. Another option that might work would be to combine gift processing with record updates and management. That would be another area that could allow for synergy. Just a few thoughts.
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Micah Crews
Associate VP of Advancement Services
King University
mrcrews@king.edu------------------------------
Original Message:
Sent: 05-18-2022 08:20 AM
From: Isaac Shalev
Subject: Gift Processing and Prospect Research
Depends on your org chart, but as a general rule, it's best to separate operations work like gift processing, from project work like prospect research. Project work imposes urgency and priority that tends to displace operations work, and it can be challenging to load-balance between the two. That said, you may not have a better option.
Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com
Schedule a 30-minute consultation now:
Original Message:
Sent: 5/18/2022 8:33:00 AM
From: Lisa Miller
Subject: Gift Processing and Prospect Research
Hi – we are considering merging two positions into one – Gift Processing and Prospect Research. We are a small development office and neither job has enough work for a full-time position, but together we can justify a full-time person. Any thoughts on putting the two areas together?
Lisa
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Lisa Miller
Director
Lynn University
LMiller@lynn.edu
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