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Donor Types & Campaigns

  • 1.  Donor Types & Campaigns

    Posted 08-30-2021 02:22 PM

    Hello!

     

    Can someone please point me in the right direction, or provide examples of Donor "types" or "statuses" and also, "campaign types and divisions" that you use at your institutions? Even if it's just a simple list through email! I have searched the archives and still can't seem to find what I am looking for. We are implementing a new CRM and I would like some other examples before we change our current types. Also, I cannot seem to be able to find the VSE tables that may help with this.

     

    Thank you!!

     

    Katlyn Porter

    Assistant Director

    Zane State College Foundation

    Kporter2@ZaneState.edu

    740.588.1374

     

     

    Zane State College is resuming on-campus community events, in-person classes, and face-to-face appointments. Visit zanestate.edu to learn more. Please continue to practice healthy habits to keep our campus community safe. If you have any questions about campus safety protocol, please email the Office of Human Resources at HR@zanestate.edu.

     

     

     



  • 2.  RE: Donor Types & Campaigns

    Posted 08-30-2021 02:34 PM

    By donor "types" I am guessing you mean what we call a CONSTITUENCY. We are a school, so our constituent codes include, CURRENT PARENT, BOARD MEMBER, FACULTY MEMBER, ALUMNI PARENT, etc. This tells us the relationship between the donor and the school. A donor may have one, or many constituencies.

     

    By "campaign type" I am guessing you mean what we call FUNDS and CAMPAIGNS. For example, we have an ANNUAL FUND CAMPAIGN. Donors are invited to designate a field of support within that campaign so we have FUNDS within CAMPAIGNS that include "Greatest Needs", "Athletics", "Fine Arts", etc. We use FUNDS and CAMPAIGNS to segment gift dollars.

     

    I hope that helps! -Carol

     

    Carol Nash (she/her/hers)

    Advancement Coordinator and Database Manager

    The Awty International School

    7455 Awty School Lane  |  Houston, Texas 77055

    Direct: 713-328-5861  |  www.awty.org

     

    image010.jpg@01D43F65.033811C0

     

    Houston's Premier International School

     

     

     

     






  • 3.  RE: Donor Types & Campaigns

    Posted 08-30-2021 02:39 PM
    Katlyn, go to the VSE Survey online form itself and "pretend" to complete it.  There, you can use the help text to identify donor types.  However, many institutions create their own sub-categories to suit their needs.  But here are the main categories:

    image.png

    The above comes from the VSE table found for section 3a.  If you click on each of these main donor types, you will find a list of many of the sub-categories CASE includes in each.

    As for campaigns and divisions, these are institutionally driven.  The CASE Standards go into great detail regarding campaign management.  But they do not define the mirid of campaign types and categories as those tend to be different from institution to institution.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987






  • 4.  RE: Donor Types & Campaigns

    Posted 08-31-2021 10:55 AM

    In general, I guess I look at it as the intersection of the distinctions that are important to your organization (including external reporting) and the capabilities/requirements of your reporting environment.

     

    So, for example, looking only at constituency types, in Higher Ed, there are generally key individual/person constituencies of Alumni, Parents, Students, probably Faculty/Staff, and (Other) Individuals.  With respect to reporting, those are also categories used on the Voluntary Support of Education Report.  (On the other hand, here at the Smithsonian, those aren't relevant, and we pretty much just code Individuals, which is why context is so important)

     

    One way that reporting capabilities come into the matter has to do with the ability to derive more detailed information.  So, for example, there may be a business need to distinguish Undergraduate Alumni, Graduate Alumni, and Non-Graduate Alumni (Alumni who did not complete a degree).  The VSE makes this distinction.  Now, for alumni with degrees, you presumably have their degrees recorded, so you could look for an undergraduate degree from your institution in the degrees data, and, if you don't find one look for a graduate degree at your institution, and then classify accordingly.  However, that might be more work than you want to do for every report/process that makes this distinction, or even every report/process that just distinguishes alumni with a degree from alumni without a degree.  But-and here is where your reporting environment comes it-you may have your reporting environment derive this distinction automatically, and then use that data for your reporting (and, in fact, could identify alumni overall by such a process).

     

    In practice, though, most institutions probably are going to want separate codes for at least, say, Alumni and Alumni Non-Grad.  In one sense, that's redundant information-it could be derived from the degree information-and it would need to be updated whenever degrees are awarded (keeping redundant information in sync is a classic data integrity issue).  But it's probably worthwhile to have these as constituent types, to simplify reporting, so that an interactive user can see alumni status when they look at a record, etc.

     

    Similarly, it may be helpful to have separate codes for (Current) Parent and Past Parent (although that could be derived from whether they are linked to the record of a current student) and Faculty/Staff and Past Faculty/Staff (if you even need to distinguish past Faculty/Staff from general individuals).

     

    Do you need separate codes for Faculty and for Staff?  Well, is there a business need to distinguish those groups? Do you need a code for Grandparents? Well, do you do anything in particular with that constituency?  Primary and Secondary educational institutions probably do, maybe some high-touch liberal arts schools with Grandparents programs, but probably not more broadly.  Do you even load current student into your database (which is a really, really, really good idea, but...).  Do you deal with groups like families or groups of employees or other such groups?

     

    On the organizations side, with the VSE categories in mind, you'd likely want Corporation, Corporate Foundation, Foundation, Family Foundation, Community Foundation, DAF/Sponsoring Organization, Other Organization, and Government, with other categories as useful (do Fundraising Consortia still exist? Do you need to distinguish Operating Foundation from Grant-Making Foundations?  Do you need to distinguish, say, Colleges and Universities from other organizations?  The Smithsonian needs to distinguish Federal Government, State/Local Government, and Foreign Government, but you might not!).

     

    The other reporting-related piece is to understand any vendor-provided reports that you're planning to use.  For example, you might want to use a vendor-provided report that totals giving by governing board members and requires that there is a constituent type for Board Member, which you might otherwise want to track elsewhere but have to make a constituency so that you can run this particular report.

     

    With all that in mind, in ignorance of the particulars of your context and your software but with some familiarity with higher ed and with fundraising software in general, my starting-point list might look like:

     

    Alumni

    Alumni Non-Grad

    Parent

    Past Parent

    Student

    Faculty/Staff

    Individual

    Corporation

    Corporate Foundation

    Foundation

    Family/Private Foundation

    Community Foundation

    DAF/Sponsoring Organization

    Other Organization

     

    Hope that this is at least remotely helpful!

     

    My US$0.02 worth; the usual disclaimers apply.

     

    Good luck!

     

    Alan

     

    Alan S. Hejnal   

    Data Quality Manager

     

    SNAGHTML5cbfa34

     

    Smithsonian Institution - Office of Advancement

    600 Maryland Ave SW Ste 600E

    PO Box 37012, MRC 527

    Washington, DC 20013-7012

    Voice: 202-633-8754 | Email: HejnalA@si.edu                                                                                                                                            

     






  • 5.  RE: Donor Types & Campaigns

    Posted 08-31-2021 07:03 AM

    Yes, Carol, that is exactly what I mean! Our current lists for both are extremely too long and detailed. We would just like to simplify for reporting purposes in the future.

     

    Thank you,

     

    Katlyn Porter

    Assistant Director

    Zane State College Foundation

    Kporter2@ZaneState.edu

    740.588.1374

     

     

    Zane State College is resuming on-campus community events, in-person classes, and face-to-face appointments. Visit zanestate.edu to learn more. Please continue to practice healthy habits to keep our campus community safe. If you have any questions about campus safety protocol, please email the Office of Human Resources at HR@zanestate.edu.

     

     

     






  • 6.  RE: Donor Types & Campaigns

    Posted 08-31-2021 07:04 AM

    Thanks, John! This helps!

     

    Katlyn Porter

    Assistant Director

    Zane State College Foundation

    Kporter2@ZaneState.edu

    740.588.1374

     

     

    Zane State College is resuming on-campus community events, in-person classes, and face-to-face appointments. Visit zanestate.edu to learn more. Please continue to practice healthy habits to keep our campus community safe. If you have any questions about campus safety protocol, please email the Office of Human Resources at HR@zanestate.edu.

     

     

     






  • 7.  RE: Donor Types & Campaigns

    Posted 08-31-2021 04:01 PM

    Thank you, Alan.

     

    This helps a lot!! The list I had developed looks very similar with just a few changes/additions. So I am definitely on the right track!

     

    Katlyn Porter 

    Assistant Director 

    Zane State College Foundation

    Kporter2@ZaneState.edu

    740.588.1374 

     

    cidimage002.png@01D79E6B.E87C79C0

      

    Zane State College is resuming on-campus community events, in-person classes, and face-to-face appointments. Visit zanestate.edu to learn more. Please continue to practice healthy habits to keep our campus community safe. If you have any questions about campus safety protocol, please email the Office of Human Resources at HR@zanestate.edu