Affiliate Management Strategies Database and Fundraising

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Presentation transcript:

Affiliate Management Strategies Database and Fundraising Session One: Affiliate Management Strategies Database and Fundraising Wednesday, May 15 1:15 - 2:45

Andrew Frankel, ACE National Director of Program Operations (15 mins) Utilizing Database to Manage Affiliate Andrew Frankel, ACE National Director of Program Operations DJ Esquivel, Dieselhaus (Database Developer) (10 mins) Events, BOD Ask & Required Giving Lori Guidry, ACE Mentor Program of LA & ACE National Board (10 mins) Moody Foundation and Affiliate Grants Committee Gerardo Gandy, ACE Mentor Program of Austin (15 mins) Engaging National Sponsors Stephanie Davi, ACE National Director of Development (10 mins) Ralph C. Wilson Foundation Ken Bertolini, ACE Mentor Program of Michigan (20 mins) Q&A/Discussion

Utilizing Database to Manage Affiliate Andrew Frankel, ACE National Director of Program Operations DJ Esquivel, Dieselhaus (Database Developer) Team Management Role Assignment Alumni Scholarships Sponsor Tracking

Teams Management Setting Up Assigning Teams (models) Team Leader Access Attendance – how many affiliates used?

(The last time we asked about teams in Program Report) Teams Management 386 Teams in 2017/18 444 Teams in 2018/19 585 Actual Teams in 2017/18 (The last time we asked about teams in Program Report)

Teams Management Database sub-admin creates and assigns teams Team leader manages team Manage parent consent forms Take attendance and mark program status Export team lists for contact info

ASSIGN TEAM

Affiliate Sub-Admin Role Management Available Roles Role Assignment Requesting New Roles

Alumni Management Database doesn’t recruit Alumni Alumni application 17+ years old 1+ program year active/complete

Mentor Search Student Search

Scholarship Mgmt Creating custom Scholarships New features Student view Export options Evaluating Scholarships

EDIT MODE SCHOLARSHIP LIST To make visible in student profile Duplicate!

Sponsorships Sponsor form – designed for smaller affiliates

Events, BOD Ask & Required Giving Lori Guidry ACE Mentor Program of LA & ACE National Board

Moody Foundation and Affiliate Grants Committee Gerardo Gandy ACE Mentor Program of Austin

Engaging National Sponsors Stephanie Davi ACE National Director of Development

Ralph C. Wilson Foundation Ken Bertolini ACE Mentor Program of Michigan

Questions; &Answers; &Discussion