FundSvcs Community

Hi everyone,

I hope you're doing well. Our institution is currently evaluating a potential reorganization of our Advancement Services team, and we're interested in learning how other teams in the field are structured.

If you're willing to share, I'd love to know:

• How your Advancement Services team is organized
• The types of roles or specialties represented on your team
• Whether you have (or have had) a programmer or technical specialist as part of your team
• Any insights on which roles have proven most valuable as your team has grown

We are exploring the possibility of adding a new position, and your experiences would be incredibly helpful as we determine what skill set would be most impactful.

Thank you in advance for any information you're able to provide!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender’s written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Hi everyone,

I hope you're doing well. Our institution is currently evaluating a potential reorganization of our Advancement Services team, and we're interested in learning how other teams in the field are structured.

If you're willing to share, I'd love to know:

• How your Advancement Services team is organized
• The types of roles or specialties represented on your team
• Whether you have (or have had) a programmer or technical specialist as part of your team
• Any insights on which roles have proven most valuable as your team has grown

We are exploring the possibility of adding a new position, and your experiences would be incredibly helpful as we determine what skill set would be most impactful.

Thank you in advance for any information you're able to provide!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender’s written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Hi everyone,

I hope you're doing well. Our institution is currently evaluating a potential reorganization of our Advancement Services team, and we're interested in learning how other teams in the field are structured.

If you're willing to share, I'd love to know:

• How your Advancement Services team is organized
• The types of roles or specialties represented on your team
• Whether you have (or have had) a programmer or technical specialist as part of your team
• Any insights on which roles have proven most valuable as your team has grown

We are exploring the possibility of adding a new position, and your experiences would be incredibly helpful as we determine what skill set would be most impactful.

Thank you in advance for any information you're able to provide!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender’s written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.

Hi Tammy,

The Indiana University Foundation recently created an Advancement Services Department which consist of three main areas: Donor & Partner Engagement (DPE), Gift Agreement & Account Support (GAAS), and Prospect Management, Research & Data Quality (PMRDQ). Each area consists of three separate teams as you can see on the attached functional org chart.

My area, GAAS, drafts gift agreements (1 director and 6 gift agreement writers), manages funds utilization efforts (1 manager and 1 specialist), and provides support for our ~11,000 donor gift accounts (1 associate director and 1 data quality analyst). I also have a Senior Data Analyst who reports directly to me to manage our IT projects, pull data, and write Tableau reports.

If you would like more information on the other two areas in our Advancement Services department, I would be happy to reach out to my colleagues for their details.

Thanks,
Alison

Alison Baum (she/her)

Assistant Vice President, Gift Agreement & Account Support

Indiana University Foundation

P.O. Box 500, Bloomington, IN 47402

812-855-5794 (Office)

iufoundation.iu.edu

This e-mail message, including all attachments, is private and may contain confidential and privileged information. If you are not the intended recipient, do not use, disseminate, disclose, or copy this information. Please notify the sender by reply e-mail and immediately delete this message.

Hi everyone,

I hope you're doing well. Our institution is currently evaluating a potential reorganization of our Advancement Services team, and we're interested in learning how other teams in the field are structured.

If you're willing to share, I'd love to know:

• How your Advancement Services team is organized
• The types of roles or specialties represented on your team
• Whether you have (or have had) a programmer or technical specialist as part of your team
• Any insights on which roles have proven most valuable as your team has grown

We are exploring the possibility of adding a new position, and your experiences would be incredibly helpful as we determine what skill set would be most impactful.

Thank you in advance for any information you're able to provide!

Tammy

Tammy M. Cline

Assistant Director, Gift Policy, Processing & Reporting

West Point Association of Graduates

698 Mills Road West Point, NY 10996

Phone: 845.446.1540

Fax: 845.377.3039

WestPointAOG.org

Serving West Point and the Long Gray Line

CONFIDENTIALITY NOTICE: The information contained in this email message and any attachments is confidential and the property of West Point Association of Graduates (WPAOG). This message is intended for viewing and use by the original recipients only. Any dissemination, distribution, or copying of this communication and/or its attachments is prohibited without the sender’s written permission. WPAOG does not accept liability for changes to this message after it was sent or privacy violations caused by forwarding to additional parties. If you have received this communication in error, please notify the sender and delete this email from your computer. For additional information please refer to the privacy statement available at WestPointAOG.org.