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------------------------------
Original Message:
Sent: 08-22-2023 01:31 PM
From: Amanda Haney
Subject: Solicitor credit
Hello!
After reviewing the MGO Goal Planning best practices, I wanted to see how the majority of institutions are awarding credit:
- 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)?
- 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
CONFIDENTIALITY NOTICE: If you have received this email in error, please immediately notify the sender by e-mail at the address shown. This e-mail transmission may contain confidential information. This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly. Please delete it from your files if you are not the intended recipient. Thank you for your compliance.