Sitting down to start gathering VSE info. You all warned me! They have indeed made some structural changes to the report that will make it impossible for me to fill out. Namely, they've changed the way donors are bucketed, eliminating some buckets (parents and others), and creating a new donor advised fund bucket. Our VSE reports are designed around the legacy buckets. Our system doesn't have a way to segment DAFs. It's probably a great idea to segment those. But our system wasn't designed to do so. And indeed, many of our donor advised fund gifts come from organizations that also give direct non-donor advised fund gifts. For example, an organization may have in-house DAFs for donors that spit us donations. That same organization may also give us donations directly. Both donations are booked on the same organization's record. I've emailed the VSE folks and asked them if I can review the simplified survey. We may need to switch to that this year.
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Aaron Forrest
Senior Director, Gift and Donor Services
University of Rochester
aaron.forrest@rochester.edu------------------------------