FundSvcs Community

 View Only
Expand all | Collapse all

Employment updates

  • 1.  Employment updates

    Posted 01-10-2022 12:45 PM

    Happy Monday and Happy New Year!


    I am curious as to how other institutions manage employment.  We receive a feed of parent employment data and find it to be very overwhelming to work through.  We do prioritize the 'C-Suite' records but struggle with others such as 'Bartender at Joe's Bar'.  We use BlackBaud CRM and we must create a constituent record for each employer; do other institutions do this as well?  Do you only focus on certain types of employment/employers?  Do you create records for all from large international companies to Joe's Bar or even Amanda's House of Knitting that is solely run-on Etsy?


    Thank you!




    Amanda L. Haney

    Director of Gift & Data Management

    Gift & Data Management



    University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

    Office: 603-862-2041 I


    CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.


  • 2.  RE: Employment updates

    Posted 01-10-2022 01:00 PM

    Why must you create a constituent record for every employer?  We generally only create records for matching gift companies (and affiliates) or for employers of a large number of our graduates, where we value consistency of entry or have other uses for maintaining the employer – such as our own institution.


    We add employment information as relationships for all alumni and parents if they provide it to us, but would not create constituent records for Joe's Bar, etc.  Such records are a strain on your database and not worth maintaining.


    Larry Knapp

    Hobart and William Smith Colleges


  • 3.  RE: Employment updates

    Posted 01-10-2022 01:05 PM
    You took the words out of my mouth, Larry.  I hope that Blackbaud does not force the creation of an employer record to note employment information.

    I'd certainly pull all of the information I can in from the Admissions system.  But, after conducting a wealth screening on all incoming parents, I would then prioritize an employment append for mostly likely suspects/prospects to fill in the employment blanks and then use or create an employer record if I thought it advantageous.


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

    Serving the Advancement Community Since 1987

  • 4.  RE: Employment updates

    Posted 01-10-2022 01:44 PM

    Unfortunately the only way for us to create a relationship is to have a record for both, which as you noted Larry is quite a strain all the way around but I would love to know if any other BBCRM users have found a work around for this.


    I appreciate your input Larry and John!




  • 5.  RE: Employment updates

    Posted 01-11-2022 08:56 AM
    I understand the importance of wanting to see parent employment information and the usefulness of tracking relationships within a CRM, but the usefulness of tracking all of it is really vitiated by how many records would need to be created and the time you don't really have to do it.  You need to make some hard choices or make the CRM work for you if possible.  Also understand this information is already out of the date by the time you receive it.  

    I know it's best to use a CRM the way it was intended but can you create your own custom field Job Title/Organization Name and import it with a date stamp/source? Or even a note field that can be exported/searched?  You don't want to lose it, but the time you're spending now?  

     At a previous employer, I was part of a team that tracked this information for C-Suite execs and board members at major corporations/foundations in a Blackbaud CRM and it was really not worth the time spent.  It was inevitably out of date and the time could have been spent working with the data in a more fruitful way.

    Best of luck,

    Madeleine Marchaterre, Senior Manager of Development

    150 South Wacker Drive, Suite 2000, Chicago, IL 60606
    main: 1.312.236.7240 | direct: 1.312.795.6098


    Building Faith | Inspiring Hope | Igniting Change


  • 6.  RE: Employment updates

    Posted 01-10-2022 03:05 PM

    I would agree with both Larry and John that the maintenance of employment, organizations, parents, and subsidiaries is really a nightmare!!!


    CRM does require a relationship with an organization to add employment, making a better case only to add those relationships that are worth tracking. Generally, large organizations that are important for your community include large employers, matching gift companies, and those who donate or sponsor. Keeping these is beneficial for your organization. Typically employment append companies will give you the size and revenue of the company and how many alumni work there. This could help you determine if a company is worth tracking in your database.


    There are two poor workarounds in CRM, and I do not advocate for them,


    1. Keep track of the employment information within the business address and have the employer name by line 2; the address validation works for this solution.
    2. The second workaround is to create a dummy-employer record and link these more minor relationships. The downside is that if there is no data entry consistency, you will end with a record with a gazillion relationships, and cleanup and maintenance will be very hard.


    Again both workarounds are not optimal but helpful if you need to track all the employment information.


    I hope this helps


    Adriana Bitoun

    Director of  Strategic Advancement Resources



    247 King George Street

    Annapolis, MD 21402


    p. 410-295-4150

    m. 562-805-8815





  • 7.  RE: Employment updates

    Posted 01-10-2022 03:28 PM

    I don't recommend linked employment. You'll regret it. It eats a ton of labor. A ton. #AskingForAFriend



    Aaron Forrest CPA

    Senior Director Gift and Donor Services

    University of Rochester Office of Advancement

    585.275.2799 |


  • 8.  RE: Employment updates

    Posted 01-10-2022 04:18 PM

    We use BBCRM, and we have an org record called "Generic Employer" that we use for this. We record the actual employer name in the Department field of the employment history record. We customized our parent import to use this record unless a real org record can be found. We have also customized the Employment tile, several reports, and our alumni portal to display these employment records so the information in the Department displays as the employer name. We have set clear standards on how to enter employment, and we have a good number of people doing data entry and cleanup.


    Kelli Crispin

    Business Analyst/Quality Assurance Specialist



    The University of North Carolina at Chapel Hill 

    Office of University Development

    208 W. Franklin Street

    Chapel Hill, NC 27516

    W 919.962.2815

    C  919.265.8623