Advance Communities. Ray Villarica Director, Advancement Services Macquarie University 29 September 2010
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1 Advance Communities Ray Villarica Director, Advancement Services Macquarie University 29 September 2010
2 Agenda This is what you paid for Sungard Summit 2010 Today s priorities, tomorrow s possibilities Arizona State University Foundation Like climbing A mountain Advance Macquarie The untold story" Stuff that didn t work Stuff that worked Stuff that we hope will work 2
3 Sungard Summit 2010 Today s priorities, tomorrow s possibilities 3
4 Sungard Summit 2010 Today s priorities, tomorrow s possibilities 4
5 Sungard Summit 2010 Today s priorities, tomorrow s possibilities 5
6 Sungard Summit 2010 Today s priorities, tomorrow s possibilities 6
7 Sungard Summit 2010 Today s priorities, tomorrow s possibilities 7
8 Sungard Summit 2010 Today s priorities, tomorrow s possibilities We are all trying to solve the same problems Tom Chaves Director of Advancement Services, Lehigh University Summit show bag Sample reports Vendor offerings Innovations Sample dashboards Industry contacts Direction Interactive ezines Donor pyramids Techo stuff 8
9 Arizona State University Foundation Like climbing A mountain 9
10 Arizona State University Foundation Like climbing A mountain 10
11 Arizona State University Foundation Like climbing A mountain 11
12 Arizona State University Foundation Like climbing A mountain 12
13 Arizona State University Foundation Like climbing A mountain Sungard helped establish a mentor institution relationship Annual Fund Prospect Management and Research Stewardship No Campaign Policy Web activity tracking 13
14 Arizona State University Foundation Like climbing A mountain Tour of campus with Bill Kavan 14
15 Arizona State University Foundation Like climbing A mountain Tour of campus with Bill Kavan 15
16 Arizona State University Foundation Like climbing A mountain Tour of campus with Bill Kavan 16
17 Arizona State University Foundation Like climbing A mountain Tour of campus with Bill Kavan 17
18 Arizona State University Foundation Like climbing A mountain Tour of campus with Bill Kavan 18
19 Arizona State University Foundation Like climbing A mountain 19
20 Macquarie Born on 5 November 2007 Development (7) 1 Director 2 Planned giving staff 1 Trusts & Foundations staff 1 Research & Campaign coordinator 2 Senior Development Manager roles currently advertised Alumni & Community Relations (5) 1 Director 1 Manager 1 Project Officer 2 Art Gallery Curators 20
21 Macquarie Advancement Services incl. Annual Fund (6) 1 Director 1 Prospect Development Manager 2 Systems Analysts 1 Programmer 1 Gift/Data Officer 21
22 Advance Macquarie The untold story Go-live 2 July months in negotiations 3 months to implement BIO GIFT (and EVENTS) First gift processed 3 July On-line giving established Prospect Tracking Advance WebCommunity launched 2010 MGSM WebCommunity launched University inaugural annual fund appeal 22
23 Advance Macquarie Stuff that didn t work Round peg in square hole strategy Rolling out Advance as a tactic to get access to data Vanilla flavoured Advance Project backwards Training Near is enough is NOT good enough System interfaces Advance WebCommunity Today s priorities, tomorrow s possibilities. 23
24 Advance Macquarie Stuff that s working Prospect pipeline reporting Annual Appeal Integrated approach Bequests Journaling contact Gmail utility for contact reports Staffing and structure A focus on Advancement 24
25 Advance Macquarie Stuff that we hope will work Stewardship program Infinity Process Platform (IPP) Usability program Roll-out to Faculty Campaign staff Profile configuration imodules??? Personalisation of communication/content Social media Oracle Data Integrator (ODI) 25
26 Question time 26
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