The Advancement Services track is proudly sponsored by Moving From 'Metrics' To 'Portfolio Optimization' To Maximize Fundraising! The Advancement Services track is proudly sponsored by Visit Grenzebach Glier and Associates in the America Ballroom at booth 29 to learn how their expertise can support your work.
Who we are? Deborah Cunningham Executive Director, Strategic Information Management, MIT Brian Otis Vice President of Principal Gifts, University of Connecticut Foundation Tom Scarlett Senior Software Engineer, University of Connecticut Foundation Chris Toro Executive Director, Office of Individual Giving, MIT INTRODUCTION Deb to ask each person to introduce themselves … Name, Title, Institution time
UCONN Foundation Foundation/UConn Size Approximately 150 employees with 50+ Fundraisers Structure Centralized, with School & Athletic Units Annual Fundraising Goals $90 Million Current Fundraiser Metrics Visits, Dollars, Solicitations Brian – will speak
Massachusetts Institute of Technology Advancement Fundraising Approximately 250 employees with 100+ Fundraisers Structure Centralized, with School & Alumni Association as separate units but highly coordinated Annual Fundraising Goals $500M with $6B campaign goal Current Fundraiser Metrics Visits, Dollars, Solicitations Chris
Plan for today Review our new fundraiser tools focused on Fundraiser Behavior and how we currently or expect to use tools Discuss how these tools came to be as joint efforts across Development and Technology What’s next? Chris
UCONN Summary Metrics Individual Metrics Pipeline Moving to more interactive tools
DO Metric Summary report
DO Metric Detail report
DO Metric Detail report
DO Metric Detail report
Caseload Churn report
Caseload Churn report (re-distribution detail)
Opportunity Pipeline report - parameters
Opportunity Pipeline report – 1st page (summary)
Fundraiser Caseload report
19 reports available to Staff/Managers MIT 19 reports available to Staff/Managers Individual activity/Department Activity Senior Dashboard Newly Identified Prospects A few interactive reports such as Pipeline & Staff Credit FY19 Fundraiser Tools (Tableau) Planned FY20 – interactive management tools
Institute Wide Pipeline Analysis
Full Office Credit
Fundraiser Tool – Point of Entry
Fundraiser Tool – Action Focused Component
Fundraiser Tool - Portfolio Optimization
Fundraiser Tool Aging Portfolio
Fundraiser Tool – Aging Proposals
Fundraiser Tool – Are we asking to capacity?
Balancing quantitative, behavioral, and qualitative? What’s next? Balancing quantitative, behavioral, and qualitative? Relationship management – the right balance Trends in Fundraising Management INTRODUCTION Deb to ask each person to introduce themselves … Name, Title, Institution time