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  • 1.  Solicitor credit

    Posted 08-22-2023 01:32 PM
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    Hello!

     

    After reviewing the MGO Goal Planning best practices, I wanted to see how the majority of institutions are awarding credit:

     

    1. Do you award anytime a prospect makes a gift or only when there is a recorded solicitation on file (either via proposal or a solicitation contact report)?
    2. If you award team credit, do you award split credit so that the total credit totals 100% or do you allow 100% credit to each solicitor?

     

    For reference this info in on page 6.

     

    Thank you so much!

     

    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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    Attachment(s)

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    MGO Goal Planning.pdf   988 KB 1 version


  • 2.  RE: Solicitor credit

    Posted 08-23-2023 10:05 AM

    Hi Amanda,

    1) We count completed proposals for this metric - not every contribution. I'll note that at a previous institution we did the same thing but had to write code to ensure that the proposals pre-dated the contribution by a minimum amount of time (weren't being entered because DO's found out about a gift). That has not been an issue here.

    2) Our goals give 100% credit to everyone on the team, based on their being assigned to that specific proposal - not just if they are on the overall prospect team. It's up to managers to look at what makes up a DO's goal outcomes and address issues. If a DO is a team member but never a lead on a proposal that would be discussed.

    Lianna



    ------------------------------
    Lianna Bodzin
    Colorado School of Mines
    lbodzin@mines.edu
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