Reporting for Success: Strategies, Examples and Collaboration in Prospect Management and Major Gifts
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This document discusses strategies for tracking, measuring, and organizing fundraising efforts through reporting. It provides examples of different types of reports used by various universities to 1) maintain portfolio vibrancy, 2) organize toward fundraising goals, and 3) assess progress. The panelists then discuss specific portfolio management reports, fundraising activity reports, relationship development reports, gift projection reports, and tips for effective report development.
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Reporting for Success: Strategies, Examples and Collaboration in Prospect Management and Major Gifts
- 1. Reporting f S R ti for Success Strategies, Examples and Collaboration C ll b ti JAA Conference at Holy Cross July J l 2010
- 2. The Partnership: Prospect Management and Major Gifts How d we track, measure and do k d organize to : Maintain portfolio vibrancy Organize toward idea portfolio structure Assess progress with p g p g program g goals What are our main: Strategies Key collaboration points
- 3. Panelists: Directors of Research and Prospect Management Jennifer Falcon, Saint Joseph’s f University Rita Casey, Boston College ll Amy Carrier, Georgetown University Heather Marzynski, Santa Clara University
- 4. Strategic P t St t i Partnership hi Reporting achieves: Strategy momentum Accountability A bili Gift Projection Trends i reporting T d in ti Key staff members to involve Analysis to include
- 5. Portfolio M P tf li Management Reports tR t Prioritizes the pool of prospects f Shows lapses in cultivation and solicitation Records changes in fundraising cycle Examples: Churn (HM) Saint Joseph s University (list) Joseph’s Boston College (list)
- 6. Reports: F d i R t Fundraiser A ti it Activity Examples of reports that measure l f h fundraiser activity QlikView at Boston College Georgetown - from ‘numbers’ to movement Fundraiser Activity reports strive to: Evaluate productivity Measure substantive contacts Highlight Prospects not y contacted g g p yet
- 7. Relationship D R l ti hi Development l t Reports that f focus on: Track relationship progress Enable E bl VP and other stakeholders to d h k h ld share information Schedule appointments Examples: Calendar report (HM) The Leadership Gifts Meeting at Saint Joseph’s University p y
- 8. Gift Projection P j ti Examples: The Bucket Report (Saint Joseph’s University) Proposal Pipeline Report at Boston College 6 month gift projection at Georgetown Keeping proposal data current Responsibilities of the fundraisers Implementing a data collection p p g process
- 9. More R M Report E t Examples l Portfolio Numbers Report (BC) f Prospect Pyramid - campaign realities and prospect identification l d d f (Georgetown)
- 10. Possible report id P ibl t ideas Progress t goal P to l Outcomes of Presidential Outreach (Georgetown) Number of new donors Status of gift Principal Gift Reports ($1M+) Length of time without movement Time from first visit to solicitation
- 11. Report D R t Development Ti l t Tips Keep it simple Keep it consistent Change of leadership (Georgetown) Keep it relevant and informative
- 12. Final Thoughts Fi l Th ht Challenges that rise up Unique opportunities through collaboration ll b Providing accountability The Diplomacy Balancing Act Big picture goal vs. individual performance