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Summer Series

2020 Summer Series

July 28, August 5, August 13, August 18

1:00 pm – 4:00 pm (Eastern Time)

Register Today

aasp is excited to offer the Virtual Summer Series in lieu of the Regional Symposia. This four session series will provide great educational content from world class speakers on data governance, prospect management practices & prospect data, and SIC codes.

The best news is that our generous sponsors have made it possible for aasp to deliver all of its virtual events—Summer Series, Summit, and Deep-Dive Workshops—free of charge to all members. Be SURE to register for each of the powerful upcoming events to take advantage of this great member benefit!

1:00 pm – 1:10 pm (Eastern Time)

Opening/Welcome from Host

1:10 pm – 2:10 pm (Eastern Time)

It's All About the Data
John Taylor, John H. Taylor Consulting LLC

We would not have our jobs if it were not for data. However, collecting the right data can be elusive. In this session, we will emphasize the importance of data. More importantly, we will discuss what constitutes essential data and what advancement services can do independently to collect and maintain that data. But we cannot succeed in capturing critical data alone; therefore, we will focus on how to foster an institutional approach for advancement data.

2:10 pm – 2:30 pm (Eastern Time)

Break

2:30 pm – 3:30 pm (Eastern Time)

Integrating Prospect Data for Advancement
Anne Dean, George Washington University and Molly Hall, EverTrue

Prospect data becomes exponentially more powerful when integrating traditional CRM-based components with other data components, such as contact report text mining, social media engagement, and wealthy neighborhood intelligence. In this session, attendees will learn about the partnership between technical services, prospect development, and vendor (EverTrue) to ultimately help identify and push unique prospects for niche, cross-collaborative projects to gift officers for action.

3:30 pm – 3:55 pm (Eastern Time)

Presenters Q&A (All presenters from session online to answer questions)

3:55 pm – 4:00 pm (Eastern Time)

Closing Remarks

1:00 pm – 1:10 pm (Eastern Time)

Opening/Welcome from Host

1:10 pm – 2:10 pm (Eastern Time)

Using Data to Find the Best Patient Prospects, and What HIPAA has to Say
Doug Cogswell, The Pursuant Group, Paul Silver, University of Pittsburgh Medical and Health Sciences Foundation, and Eugenie Packer, Mount Sinai Health System

Data-driven strategies continue to push our industry forward by ensuring we are speaking with the right donors at the right time. In the world of healthcare fundraising, understanding capacity, interest and connection to the cause is critical to develop communications strategies that will tap into your donors’ hearts and minds. This talk will pull from some of our best experts in the world of fundraising intelligence for healthcare to outline the important steps to take to empower your teams with the best in data intelligence and patient prospecting.

2:10 pm – 2:30 pm (Eastern Time)

Break

2:30 pm – 3:30 pm (Eastern Time)

Industry Coding: Targeting Industries during COVID-19 and Beyond
Della Keyser, Villanova University and Jill McCabe, Villanova University

Seeking an easier, more accessible way to identify alumni and parents working in specific industries, the prospect development team at Villanova University has introduced a new field – employer industry – to its Salesforce CRM platform. Eschewing the Standard Industrial Classification (SIC) system, this code leverages LinkedIn’s much simpler, easy-to-reference system for categorizing industries. This presentation will describe the process for adding and maintaining an employer industry code, its potential uses for prospect research and prospect management, especially during the economic climate of COVID-19, and some of the challenges of implementation.

3:30 pm – 3:55 pm (Eastern Time)

Presenters Q&A (All presenters from session online to answer questions)

3:55 pm – 4:00 pm (Eastern Time)

Closing Remarks

1:00 pm – 1:10 pm (Eastern Time)

Opening/Welcome from Host

1:10 pm – 2:10 pm (Eastern Time)

Digital Fortress
Amy Phillips, Catholic University Advancement

Even as Advancement Services professionals working in this age of technology, many of us still find ourselves in environments that are weighed down with paper-driven workflows and record archives. Progress has been made in development of tools that support better digital infrastructure for our fundraising operations, but if your organization hasn't moved forward then what do you need to do to help them get there? Now, more than ever before, we need to propose our best options for enabling retrieval and review of critical information from remote work locations. We're going to review some basics, discuss identification of strategic work community partners as well as tools and technology to get to that next level of easy information access. 

2:10 pm – 2:30 pm (Eastern Time)

Break

2:30 pm – 3:30 pm (Eastern Time)

Who Cares About Addresses, Anyway? (and Why It Should Be You)
Alan Hejnal, Smithsonian Institution

If there is one piece of data that is boring, it’s postal addresses, right? You maybe validate new addresses as they’re entered, and you run preferred addresses through NCOALink processing every 95 days, and you’re done, right? Well, it’s a start, but there are real benefits to taking your address data to the next level. Are all the addresses in your database verified and standardized? What do you do when an address fails verification, and why should the USPS “Look Up a ZIP Code” page be your friend? Are you moving snowbirds back and forth twice a year with NCOA? Do you know when spouses move to different addresses, and what do you do about it? Do all your addresses in multi-unit buildings include the unit? Is your name information messing up your NCOA results? Are you getting exception files from your NCOA vendor, and why would you want to, and what would you do with them? Do you look up addresses the minute that they go bad, or do you proceed more strategically? Are you sending past addresses to NCOA when you don’t have a current address? How can address data of sufficient quality streamline advanced duplicate-checking, and how good does it have to be? We’ll take a deep dive into improving address data, with a particular focus on leveraging NCOA processing and address verification/standardization, with U.S. postal addresses as the focus. Bring your own questions!

3:30 pm – 3:55 pm (Eastern Time)

Presenters Q&A (All presenters from session online to answer questions)

3:55 pm – 4:00 pm (Eastern Time)

Closing Remarks

1:00 pm – 1:10 pm (Eastern Time)

Opening/Welcome from Host

1:10 pm – 2:10 pm (Eastern Time)

Data Integrity/Data Verification - Processes that Work
Pam Rollins, Temple University

Having confidence your data is consistent and reliable is the foundation of success for all program areas within Institutional Advancement.  From alumni relations to principal gift stewardship a lack of confidence in data will echo throughout an organization.  What have institutions done to build confidence?  How is confidence in reliable and consistent data maintained?  In this presentation you will hear examples of success and failure with suggestions on how you can move the needle toward greater confidence in your data.

2:10 pm – 2:30 pm (Eastern Time)

Break

2:30 pm – 3:30 pm (Eastern Time)

How to Incorporate Prospect Management Practices to Enhance Gift Officer Productivity
Tom Chaves, Saint Joseph’s University, Meghan Burk, Saint Joseph’s University, and Stacie Pagano, Saint Joseph’s University

Learn how Saint Joseph's University has incorporated prospect management approaches to partner with major and principal gifts to enhance their focus and productivity

3:30 pm – 3:55 pm (Eastern Time)

Presenters Q&A (All presenters from session online to answer questions)

3:55 pm – 4:00 pm (Eastern Time)

Closing Remarks


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