Forging the Holy Grail: Combining Affinity, Activity & Capacity to Build a Pipeline of Potential Donors
Thursday, Feb 14 • session 1, 9:00 am • galleria iii / ballroom level
Mark Koenig, Senior Dir. for Advancement Services, Oregon State University Foundation
andrew foster, Advancement Records Specialist, oregon state university foundation
In a world of hundreds of various data points, how do you begin to distill these down to a core number that can be used to guide Development, Planned Giving, Annual Giving and Alumni direction? This session will explore Oregon State University Foundation’s efforts in creating a specialized in-house method to track and score affinity as well as activities among its alumni. This method has allowed the Foundation to combine these scores along with capacity ratings to customize and refine Development Officer portfolios, provide the Planned Giving group new potential prospects and provide a mechanism by which to show alumni engagement and involvement.
Mirror Mirror: Managing Data Integrity with Dreaded Duplicates
Thursday, Feb 14 • session 2, 10:30 am • galleria iii / ballroom level
Alex Ichinoe, Assoc. Dir. of Advancement Services, Willamette University and
Astralena “Star” Nicholson, Information Support Specialist, Willamette University
Even the best validation reports and data entry procedures cannot prevent the “human-factor”. In preparation for a conversion, Willamette University has devised low-er-tech solutions to identify duplicate records. Alex Ichinoe and Star Nicholson will share the procedures and philosophies they employed to handle a database riddled with 30 years of dupes.
Clark Kent & Superman: Dual Roles in Prospect Research & Management
Thursday, Feb 14 • session 3, 1:15 PM • galleria iii / ballroom level
Alexandra Bradspies, Research & Prospect Management Analyst, OHSU Foundation and
Nadia Ayesh-Sato, Research & Prospect Management Analyst, OHSU Foundation
Streamline faster than a speeding bullet, become more powerful than a locomotive! In 2011, the OHSU Foundation made a strategic decision to merge the research and prospect management roles into one, creating a one-stop shop for everything prospect related. We serve dual roles so we see the big picture—in terms of individual prospects and our development officers’ pipelines. Key takeaways include the benefits and drawbacks of this structure, and how we are positioned as valued experts by the development staff we support. At OHSUF, RPM Analysts wear Clark Kent’s glasses and Superman’s cape at the same time!
Avoiding Mea Culpa
THURSDAY, FEB 14 • SESSION 4, 2:45 PM • GALLERIA III / BALLROOM LEVEL
KARL OTTO, VP ADVANCEMENT SERVICES, UNIVERSITY OF OREGON FOUNDATION
In Advancement Services, it sometimes seems like the first response to a job well done is a question about the projects you haven’t yet had time for. University of Oregon Foundation’s Karl Otto takes attendees through a series of activities that help illustrate reasons for resource chokepoints and miscommunication, and ways to establish alignment between those making use of system resources, and those on the systems side providing service to their colleagues. Learn how to understand and interpret the needs of your end users while avoiding costly misunderstandings and mistakes.
Fundraising Analytics for Campaign Planning
Friday, Feb 15 • session 5, 9:00 am • galleria iii / ballroom level
Josh Birkholz, principal, Bentz Whaley Flessner, author of fundraising analytics: using data to guide strategy
Navigating the waters of campaign preparation may seem perilous at times. But, the incorporating data science into your plans can smooth these waters and position your program for success. What data is truly relevant to effective campaigning? Join Josh as he guides you through the sea of information to your campaign destination. Participants will learn: why quantitative analysis is a strategic difference-maker in campaign preparation; examples of measurements in areas of giving trends, production yields, engagement, and goal forecasting; and how in-house analytics capacity is within reach for most major gift fundraising programs.
Project Management: How to be Successful When You Don’t Do This Everyday
FRIDAY, FEB 15 • SESSION 6, 10:15 AM • GALLERIA III / BALLROOM LEVEL
Karl Otto, VP Advancement Services, University of Oregon Foundation
Ryan Raccuglia, Regional Sales Manager, iModules Software
Institutions frequently need to partner with outside vendor partners on technical projects that can have significant complexity and a long list of deliverables. These projects require effective partnership to be implemented well and meet the goals of the institution. Having common ground in understanding some core principles of project management on both sides is a significant help to a successful project. University of Oregon Foundation has undertaken a three phased implementation of iModules to provide a new web presence for the Foundation, the Alumni Association and Development. This presentation will provide an overview of each phase of the project, the success factors, and how project management methodology will change for the other major components of the project.