3/9/2012 1 EFFECTIVE DONOR RELATIONS: A CROSSROADS BETWEEN STEWARDSHIP AND TECHNOLOGY Presented by: Mary Carole Starke, Associate VP for Operations, Vassar College Perry Liberty, Associate Director of Donor Relations, Vassar College Agenda Purpose of this Session Examples of the Intersection between Stewardship and Technology Acknowledgements Acknowledgements Recognition Database Endowment Database Scholarship Maintenance System Trends Discussion Questions Purpose of this Session Discuss the need for reliable, accurate and timely data in the stewardship process Standardization vs. Customization Discuss the relationship between stewardship and Discuss the relationship between stewardship and technology Using data and technology to effectively steward donors Examples of tools and technology used to manage data
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
3/9/2012
1
EFFECTIVE DONOR RELATIONS: A CROSSROADS BETWEEN
STEWARDSHIP AND TECHNOLOGYPresented by: Mary Carole Starke, Associate VP for Operations, Vassar CollegePerry Liberty, Associate Director of Donor Relations, Vassar College
Agenda
Purpose of this SessionExamples of the Intersection between Stewardship and Technology
AcknowledgementsAcknowledgementsRecognition DatabaseEndowment DatabaseScholarship Maintenance System
Trends DiscussionQuestions
Purpose of this Session
Discuss the need for reliable, accurate and timely data in the stewardship processStandardization vs. CustomizationDiscuss the relationship between stewardship and Discuss the relationship between stewardship and technologyUsing data and technology to effectively steward donorsExamples of tools and technology used to manage data
3/9/2012
2
ACKNOWLEDGEMENTSSQL, Banner, Hyperion, FileMaker
Acknowledgement Process
Vassar standards for acknowledgementsStandardization vs. CustomizationReportingI t tiIntegration
Tools
SQLDatatel + SGHE Banner AdvancementHyperion BrioHyperion BrioFileMaker
3/9/2012
3
SQL Sample
Banner data
Address informationSalutationsGift and Pledge data – current and historicalRecent contacts and previous correspondencep pEvent attendanceActivities and volunteer positionsConsistent and Consecutive givingProspect ratingsSummary of lifetime giving
Banner Forms
3/9/2012
4
Acknowledgement Report
I. M. A. Generous Donor
B. A. Generous Donor
Isabella M. A. Generous DonorMrs. Donor
Isabella
1234 Park Avenue
New York, New York 10065
Acknowledgement Report
I.M.A Generous Donor
B. A. Generous Donor
Acknowledgement Report
B. A. Generous Donor
I.M.A Generous Donor
3/9/2012
5
Letter Generation
Letter Sample
RECOGNITION DATABASEPHP and Javascript, XHTML and CSS, Dreamweaver
3/9/2012
6
“Product” Development
NeedsDecision making processInterface with Gift Opportunities Database
Tools
BannerPHP and JavascriptXHTML and CSSAdobe DreamweaverAdobe Dreamweaver
Gift Opportunities
3/9/2012
7
Donors
Plaques
ENDOWMENT DATABASEFileMaker with Banner interface
3/9/2012
8
“Product” Development
NeedsDecision making processIntegration with Banner
Updates individual records in the Endowment databaseUpdates individual records in the Endowment database
Future enhancementsIntegration with Banner Endowment module
Tools
BannerFileMaker
Individuals
1234 San Angelo AvenuePalisades, CA 92006
3/9/2012
9
Funds
Reports
SCHOLARSHIP MAINTENANCE SYSTEMBanner, Oracle Application Express, FileMaker
3/9/2012
10
“Product” Development
NeedsDecision making processIntegration of multiple databasesF t E h tFuture Enhancements
Integration with Banner Finance module
Tools
BannerOracle Application ExpressFileMaker
FileMaker – scholarship assignments
3/9/2012
11
Banner Forms
Principal Data
Comments
3/9/2012
12
Donor Information
Recipient Profiles
Recipient Profiles
3/9/2012
13
Recipient Profiles
Recipient Profiles
TRENDS DISCUSSION AND QUESTIONSQ & A
3/9/2012
14
Thank you!Mary Carole Starke
Perry Liberty
worldchanging.vassar.edu
Related Documents
