R ti f SReporting for Success

Strategies, Examples and C ll b tiCollaborationJAA Conference at Holy CrossJ l 2010July 2010

The Partnership: Prospect Management and Major Gifts

d k dHow do we track, measure and organize to :

Maintain portfolio vibrancyMaintain portfolio vibrancyOrganize toward idea portfolio structureAssess progress with program goalsp g p g g

What are our main: StrategiesKey collaboration points

Panelists: Directors of Research and Prospect Management

fJennifer Falcon, Saint Joseph’s University

llRita Casey, Boston CollegeAmy Carrier, Georgetown UniversityHeather Marzynski, Santa Clara University

St t i P t hiStrategic Partnership

Reporting achieves:Strategy momentumA biliAccountabilityGift Projection

T d i tiTrends in reportingKey staff members to involveAnalysis to include

P tf li M t R tPortfolio Management Reports

fPrioritizes the pool of prospectsShows lapses in cultivation and solicitation solicitation Records changes in fundraising cycle

Examples: Examples: Churn (HM)Saint Joseph’s University (list)Saint Joseph s University (list)Boston College (list)

R t F d i A ti itReports: Fundraiser Activity

l f hExamples of reports that measure fundraiser activity

QlikView at Boston CollegeQlikView at Boston CollegeGeorgetown - from ‘numbers’ to movement

Fundraiser Activity reports strive to:Evaluate productivityEvaluate productivityMeasure substantive contactsHighlight Prospects not yet contactedg g p y

R l ti hi D l tRelationship Development

fReports that focus on: Track relationship progressE bl VP d h k h ld Enable VP and other stakeholders to share informationSchedule appointmentsSchedule appointments

Examples: Calendar report (HM)Calendar report (HM)The Leadership Gifts Meeting at Saint Joseph’s Universityp y

Gift P j tiGift Projection

Examples: The Bucket Report (Saint Joseph’s University) University) Proposal Pipeline Report at Boston CollegeCollege6 month gift projection at Georgetown

Keeping proposal data current Keeping proposal data current Responsibilities of the fundraisersImplementing a data collection processp g p

M R t E lMore Report Examples

fPortfolio Numbers Report (BC)Prospect Pyramid - campaign

l d d frealities and prospect identification (Georgetown)

P ibl t idPossible report ideas

P t lProgress to goalOutcomes of Presidential Outreach (Georgetown)(Georgetown)Number of new donorsStatus of giftStatus of giftPrincipal Gift Reports ($1M+)Length of time without movementLength of time without movementTime from first visit to solicitation

R t D l t TiReport Development Tips

Keep it simpleKeep it consistent

Change of leadership (Georgetown)

Keep it relevant and informative

Fi l Th htFinal Thoughts

Challenges that rise upUnique opportunities through

ll bcollaborationProviding accountability

The Diplomacy Balancing ActBig picture goal vs. individual performanceperformance