1. 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.

2. 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

3. 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

4. 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

5. 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

6. UCONN
Summary Metrics
Individual Metrics
Pipeline
Moving to more interactive tools

7. DO Metric Summary report

8. DO Metric Detail report

9. DO Metric Detail report

10. DO Metric Detail report

11. Caseload Churn report

12. Caseload Churn report (re-distribution detail)

13. Opportunity Pipeline report - parameters

14. Opportunity Pipeline report – 1st page (summary)

15. Fundraiser Caseload report

16. 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

17. Institute Wide Pipeline Analysis

18. Full Office Credit

19. Fundraiser Tool – Point of Entry

20. Fundraiser Tool – Action Focused Component

21. Fundraiser Tool - Portfolio Optimization

22. Fundraiser Tool Aging Portfolio

23. Fundraiser Tool – Aging Proposals

24. Fundraiser Tool – Are we asking to capacity?

25. 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