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  • 1.  Recording and Managing Naming Opportunities

    Posted 23 days ago

    Hi Everyone,

    We're looking for information on how other organizations record and manage naming opportunities. We are using Blackbaud's Raiser's Edge and would prefer to utilize our CRM for this instead of spreadsheets. Any information you could share on this would be greatly appreciated.

    Many thanks!



    ------------------------------
    Tony Mercadal
    Ransom Everglades School
    tmercadal@ransomeverglades.org
    ------------------------------


  • 2.  RE: Recording and Managing Naming Opportunities

    Posted 23 days ago

    Tony,

     

    We are using a Naming Opportunity App within NXT. Kurt Barnes can show you a demo.  Kurt@appsnxt.com .  I am also happy to show you how we are using the app.  It is in a tile on NXT in the donor record.  So much better than the dreaded spreadsheet.

     

    Best regards,

     

    Dina

     

     

     

     

     




    Original Message


  • 3.  RE: Recording and Managing Naming Opportunities

    Posted 22 days ago
    Tony,

    We recently transitioned from spreadsheet to RE to track this info.  This lives in Notes for us with a type = Named space, Summary = building/project, Details = details of the area named (named for, location, plaque).

    So far it's worked pretty well. We are a small school so this solution may not be scalable for all.

    Best,
    Sandra

    Sandra Gray

    Assistant Vice President for Advancement Operations

    (she.her.hers)



    Knox College

    Office of Advancement | Umbeck Science-Mathematics Center, Room #E222

    2 East South Street  |  Campus Box K-230

    Galesburg, Illinois  61401-4999

    309-341-7756

    knox.edu/venture-boldly





    Original Message


  • 4.  RE: Recording and Managing Naming Opportunities

    Posted 22 days ago
    Thank you very much, Sandra!






    Original Message


  • 5.  RE: Recording and Managing Naming Opportunities

    Posted 22 days ago
      |   view attached
    Good morning,

    We custom-built a naming opportunity database within our facility database (FMI) to enable map overlays. The addition of the naming database to FMI cost only $10,000. I've attached a document outlining the fields currently included in our system.



    --
    Sarah Thomas (She/Her/Hers)
    Director, Donor Services
    Advancement Services 
    C: 281-384-0358 

    NC State University
    Campus Box 7474
    1210 Varsity Drive
    Raleigh, NC 27695-7474


    All electronic mail messages in connection with State business which are sent to or received by this account are subject to the NC Public Records Law and may be disclosed to third parties.



    Attachment(s)

    xlsx
    _FMI Requirements .xlsx   698 KB 1 version
    Original Message


  • 6.  RE: Recording and Managing Naming Opportunities

    Posted 21 days ago

    Hi Tony,

    We created an attribute/custom field on the gift. Now we have queries we can pull if need be. Each time we have a new initiative that involves a naming opportunity, we will update the table within NXT. I also like Sandra's concept of the note so the information is front and center when a gift officer is looking at the record. I may adjust our process to do both. I'd still want the custom field on the gift for queries and reporting. 

    Best regards,

    Liz



    ------------------------------
    Liz Fay
    Concord Hospital Trust
    efay@crhc.org
    ------------------------------

    Original Message


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