We created a dashboard that gets delivered to the development officers(DOs) by email with different analytics, reminders and highlights of areas needing attention related to their assigned prospects in their portfolios. This dashboard provides key information so they can be proactive and take actions based on the items displayed. Birthdays coming up, pledges due soon, pledges past due, write offs, gift from their prospects coming from any source(online, event, etc), actions entered to someone in their portfolio by another DO, prospects attendance/registration to an event. For prospects in the solicitation stage, the dashboard displays historical giving and area of interest.

Can increased understanding across roles improve your organization’s advancement performance? Upon completing Plus Delta Fundraiser Training, this seasoned advancement services professional had the enormously valuable opportunity to take on frontline major gift fundraising and it transformed the way I work. Gaining a true understanding of the reality of the lead funnel (and what it means for building portfolios), the autonomy required to successfully raise major gifts (and the importance of supporting freedom within structure), and technology gaps (including the resulting impact on productivity) are just a few of the insights from this experience. Example resulting process/policy changes will be shared.

Traditional methods of engagement are built upon demography and activity: “who you are and what you do’. While these measures are important – they are incomplete. Does action accurately represent passion and intent? How do we prioritize and efficiently target non donor populations? Learn new methods of understanding engagement, awareness, identity, and passion. By capturing and predicting perception you can build a true “constituent 360” and opportunities to highlight MarComm ROI, and develop donor journeys. We will share successes, learnings, and next steps as you build engagement science in your program.

The University of Chicago is in the process of implementation the Next Generation Fundraising Technology program, a suite of tools and databases that will fundamentally transform how Alumni Relations and Development (ARD) staff will perform their jobs. ARD has embraced Task Forces as a democratic and collaborative decision making model for answering the many unknowns that are exposed during a large scale technology transformation. Learn how ARD empowered its most impacted staff to make critical decision on policy, process, and procedure.

Join this engaging, experienced panel to evaluate the likely path for Advancement Technology Ecosystems over the next decade. The panelists will share their recent business transformation efforts as they transition to new and improved applications, more and better data integration and literacy, and impressive strategic information management solutions. Participants will learn what fundamentals are essential to understanding the future state, as well as what fantastic, futuristic ways you can expect to leverage tech to lead your team. The panel's focus will include the impact of such digital transformations on donor and constituent engagement, something everyone in the field should explore.

Illuminating donor and gift-processing experiences. You likely measure and optimize the donor experience leading up to giving, but what about the experience during and after their gift is being processed? With UCLA Gift Hub software, we aim to get an evidence-based look at our gift-processing pipeline. Gift Hub is customized to fit the needs and workflow of each business unit. Gift Hub also features a dashboard for leadership to easily track gifts as they move through the pipeline. By making the gift processing pipeline visible, we can build a better experience for both our donors and our staff.

Members of Northwestern University's Reporting and Analytics team partnered with Senior Leadership to develop a predictive model to identify stagnating proposals that might have a high probability of never being asked or never being funded, aka, "Zombie Proposals." Prospect Management then helped to develop a Zombie Proposals Tableau dashboard, which is used in portfolio reviews to help officers identify problem proposals and talk through strategies to either "revive" their Zombie proposals or release their Zombies to the apocalypse. The result has been more honest conversations about proposals and portfolios with fewer cobwebs.

You have been charged with developing a working gift officer pipeline or portfolio to be used in your Campaign, Annual Fund program, Major Gifts effort, or other fundraising initiatives. How do you turn the prospects in your database into a usable pipeline and implement next steps to reach your Development team goals? In this session we will discuss the process of collaboration between advancement services, data analytics, and front line fundraisers for philanthropic success.

While the day for big data is far from over, many organizations are struggling to glean meaningful insights or implement strong strategies using their ever-increasing number of data points. To get the most out of data, true collaboration between “data teams” and the rest of the organization needs to develop. Attend this session to learn more about “thick data” and how it can help us shift what we define as data, who is responsible for it, how it is collected, and why we must use it.