Fund Services Survey Records from the http://www.riarlington.com Web Site ------------------------------------------ 74 records in alphabetic order (Univ of XXX is alphabetized as XXX). Note in the data below that several fields have "yes" as their response; this indicated that the institution checked a check box on the Web form. If the field was not checked, the Web did not return that field (e.g., bar-code usage often was not checked.) Should you wish to make minor corrections to any of this data, please go to the Web site and on the survey form enter Institution, Contact (your) Name, your e-mail address, and any changes. I will update the survey from your corrections. If you completely change systems, I'd appreciate a full update. Thanks! - Charlie Hunsaker P.S. I note that my alphabetic order periodically varies from other people's. OOOPS. -------------------------------------------- Institution=Advocate Charitable Foundation Contact_Name=Ladema Zinsmeister Contact_Title=Manager, Information Systems Contact_Phone=847-723-5829 Contact_fax=847-723-2246 Email_adrs=ladema.zinsmeister@advocatehealth.com Institution_type=Medical Center/Health Care Facility MF_vendor=none MF_Model= Mini_vendor=Compaq Server Mini_model=Proliant Workstations=AST Bravo workstations Printers=HP Laserjet 5si Other_HW=Flat bed color scanner OP_System= Network_OS=Microsoft NT Network_Rel=4.0 Dev_Sys_Vendor=Blackbaud Package=Raiser's Edge Package_descr=Windows C/S version 6.2 wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=ccMail Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=na Phone purposes=not applicable Telemarketing_sys=none predictive=no Other-Calling-info= Done by volunteers on a very limited basis to known prospects. Bio_recs=55000 Alumni_recs= Lost= Dead= Gift_recs=18000 Gift_dollars=12.5 million Annual_dollars= CAE_date= As_of_date= Enrollment= Records_staff=4 Gift_proc_staff=2 Reports_staff=3 cross_train=yes Supervisory_staff=1 Total_staff=4 ASName=Information Systems Mgr_title=Director Reports_to=Foundation President DSOrg_comments= All Foundation staff members from the manager level down are trained in data entry and report generation. More complex reports are run by IS. "Official" Foundation reports are generated by the IS team. ISOrg_comments= We are part of a large health care integrated delivery system and are on their WAN. However, we have our own server for our database and office suite. search=no scanning=no bar_coding=no lockbox=no reports=combo format=Excel Spreadsheet comments= input_date=3/26/97 %% Institution=Alma College; Alma, MI Contact_Name=Dennis Skriba Contact_Title=Asst Dir for Admin Applications Contact_Phone=517-463-7300 Contact_fax=517-463-7277 E-mail_adr=SKRIBA@ALMA.EDU Institution_type=College/University MF_vendor=DEC MF_Model=Alphaserver 2100 Mini_vendor=none Mini_model= Workstations=Mostly terminals, some Mac's Printers=DEC LG02 Bar_coding=yes Other_HW= OP_System=OpenVMS V6.2 Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Quodata Package=Fund-Al Package_descr=Fundal V5.1 wpstd=Other Interfaces=to Business Office Satellite_DB= Email_name=VMS Mail Planned-giving=PG-Calc Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=24,931 Alumni_recs=14,053 Lost=1000 Dead=1198 Gift_recs=14,032 Gift_dollars=$3,190,117 Annual_bucks=$1,057,226 CAE_date=11/15/96 As_of_date=06/30/96 Enrollment=1400 Records_staff=1 Gift_proc_staff=1 Reports_staff= cross=yes Supervisory_staff= Total_staff= ASName=Development Mgr_title= Reports_to=VP Development Org_comments=We are a small organization; data entry is done by all support staff in Development reports=services Copy=yes format=ASCII Text comments= input_date=12/23/96 %% Institution=Assumption College Contact_Name=Ann Lewis Contact_Title=Director of Records and Research Contact_Phone=(508) 767-7164 Contact_fax=(508) 799-4405 Email_adrs=alewis@eve.assumption.edu Institution_type=College/University MF_vendor=DEC MF_Model= Mini_vendor=DEC Mini_model= Workstations=Mac's & PC' & VT320's Printers=HP# si Other_HW= OP_System=DEC Alpha Network_OS=DEC Pathworks Network_Rel= Dev_Sys_Vendor=Quodata Package=Fund-Al Package_descr=5.3 wpstd=Word Perfect ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & other uses not noted Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=25,065 Alumni_recs=15,773 Lost=2,801 Dead=unknown Gift_recs=6,731 Gift_dollars=1,885,185 Annual_dollars=536,176 CAE_date=6-30-96 As_of_date=7-1-96 Enrollment=2,596 Records_staff=.5 Gift_proc_staff=1 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=2.5 ASName=Records and Research Mgr_title=Director of records and Research Reports_to=Vice President of Institutional Advancem DSOrg_comments= ISOrg_comments= search=no scanning=no bar_coding=no lockbox=no reports=services format=ASCII Text comments= input_date=03/12/97 %% Institution=Augsburg College Contact_Name=Lisa Theurer Contact_Title=Manager of Advancement Services Contact_Phone=612/330-1651 Contact_fax=612/330-1330 E-mail_adr=theurer@augsburg.edu Institution_type=College/University MF_vendor=IBM MF_Model=AS/400 Mini_vendor=none Mini_model= Workstations=PC's Printers=HP Laserjet 5si Other_HW= OP_System=OS/400 Network_OS=Novell Network_Rel= Dev_Sys_Vendor=CMDS Package=TEAMS Package_descr=Release 3.01 wpstd=MS-Word ssstd=Excel Interfaces=Admissions, Registrar, Business Office, Residence Life, Human Resources and Payroll are the only areas not using CMDS modules. Satellite_DB= Email_name=Eudora Planned-giving=Paragon Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=75,000 Alumni_recs=14,000 Lost=2,000 Dead=817 Gift_recs=5,909 Gift_dollars=3,084,416 Annual_bucks=776,283 CAE_date=05/31/96 As_of_date=05/31/96 Enrollment=2,862 Records_staff=.5 Gift_proc_staff=1 Reports_staff=1 cross=yes Supervisory_staff=1 Total_staff=2.5 ASName=Institutional Advancement Mgr_title=Manager of Advancement Services Reports_to=VP for Institutional Advancement Org_comments= scanning=yes reports=services Copy=yes format=Excel Spreadsheet comments= input_date=10/10/96 %% Institution=State University of New York at Binghamton Contact_Name=Patricia L. Reynolds Contact_Title=Director of Advancement Services Contact_Phone=(607) 777-6928 Contact_fax=(607) 777-2945 Email_adrs=preynold@binghamton.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=none Mini_model= Workstations=Dell PCs Printers=HP5si Other_HW=one remote user workstation; two more to be added soon OP_System= Network_OS=none Network_Rel=Windows NT 3.5 Dev_Sys_Vendor=JSI/Shy Package=Millennium Package_descr=SQL Version 5.2 wpstd=Word Perfect ssstd=Excel Interfaces=To be established: to Accounting Services from Registrar's Office Satellite_DB= Email_name=none Planned-giving=none Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & Admissions recruiting Telemarketing_sys=none predictive=no Other-Calling-info=Requesting proposals for automated telemarketing center Bio_recs=100,000 Alumni_recs=62,000 Lost=5,000 Dead=<500 Gift_recs=13,500 Gift_dollars=$4.3 million Annual_dollars=$632,000 CAE_date=06/30/96 As_of_date= Enrollment=11,978 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=4 ASName=Advancement Services Mgr_title=Director Reports_to=Associate VP for Alumni & Development DSOrg_comments=One additional fulltime staff member in Alumni Relations office does bio data entry and reporting for alumni activities. ISOrg_comments= search=no scanning=no bar_coding=no lockbox=no reports=services format=MS-Access comments= input_date=4/2/97 %% Institution=Brown University Contact_Name=Jill K. Bowen Contact_Title=Manager,Gift Accounting and Alumni Records Contact_Phone=401-863-3796 Contact_fax=401-863-2269 Email_adrs=Jill_Bowen@Brown.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=SUN Mini_model= Workstations=PC's, Mac's Printers= Other_HW=Brown is in the process of converting from DGMV9600 to Sun Solaris. Conversion slated for completion 2-98. Information provided is post-conversion. OP_System=Solaris Network_OS=none Network_Rel= Dev_Sys_Vendor=BSR Package=Advance Package_descr=12-96 wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB=FileMakerPro Development, Alumni Relations Email_name=Eudora Planned-giving=PG-Calc Rating_svc= Other-SW=Brown is in the process of conversion from a home grown system to BSR Advance C/S. Conversion slated for completion 2-98. Information provided is post-conversion. phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info=31,000 contacts made FY96 16,000 pledges obtained Bio_recs=140,000 Alumni_recs=67,000 Lost=8,500 Dead=7,500 Gift_recs=52,300 Gift_dollars=$72,159,585 Annual_dollars=$9,719,505 CAE_date=12-30-96 As_of_date=6-30-96 Enrollment=7,189 Records_staff=7 Gift_proc_staff=4.5 Reports_staff=2 cross_train=yes Supervisory_staff=1 Gift Total_staff=2 Bio ASName=Gift Accounting & Alumni Records Mgr_title=Manager, Gift Accounting & Alumni Record Reports_to=VP for Development DSOrg_comments= 2 Biographic Records positions are tied to the computer conversion. ISOrg_comments= Not supported by MIS, Development has a separate Operations Department search=yes scanning=no bar_coding=yes lockbox=no reports=services format=ASCII Text comments= input_date=03/11/97 %% Institution=Bucknell University Contact_Name=Cheryl Burns Contact_Title=Director, Records & Info. Services Contact_Phone=717-524-3200 Contact_fax=717-524-3610 Email_adrs=cburns@bucknell.edu Institution_type=College/University MF_vendor=DEC MF_Model=Alpha 4000 Mini_vendor=none Mini_model= Workstations=IBM, some MAC's Printers=Lexmarks & HP's Other_HW= OP_System=Dec Unix Network_OS=Other Network_Rel=Unidata 3.3.2.16 Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=4.0 wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=Other Rating_svc=Martz & Lundy Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-SW= Bio_recs=82,319 Alumni_recs=39,000 Lost=3303 Dead=5827 Gift_recs=31,209 (+4,537 adjustments Gift_dollars=13,635,400 Annual_dollars=2,586,546 CAE_date= As_of_date= Enrollment=3600 Records_staff=1.5 Gift_proc_staff=1.5 Reports_staff=1.2 cross_train=yes Supervisory_staff=2 Total_staff=6.2 ASName=Records & Information Services Mgr_title=Director, RIS Reports_to=VP for University Relations DSOrg_comments=The staffing for this area above includes only regular full time employees that directly report to RIS. We have a half time secretary from another department and a 1/2 time clerical position for acknowledgment processing from another department. We also have three students who work approximately 10 hours a week during school. ISOrg_comments=We have one programmer in the computer center who does hardware/software upgrades and any major programming needed (very little). The computer center is also responsible for desktop equipment ordering, repairing, etc. reports=services format=Excel Spreadsheet comments=We have purchased a copy of a barcoding software to begin exploring its benefits for data entry. We have also purchased a scanner to begin exploring how we can scan text directly into the database. input_date=1/31/97 %% Institution=University of California, San Diego Contact_Name=Joseph F. Calger Contact_Title=Manager, Application Development & Research Contact_Phone=(619) 534-4492 Contact_fax=(619) 534-8160 Email_adrs=jcalger@ucsd.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=Compaq Server Mini_model=Proliant Workstations=Pentium PC's (110) & Mac's (12) Printers=HP4si, HP5si Other_HW= OP_System= Network_OS=Microsoft NT Network_Rel=3.51 and 4.0 Dev_Sys_Vendor=JSI/Shy Package=Millennium Package_descr=5.1 (Testing 6.0 SQL) wpstd=MS-Word ssstd=Excel Interfaces=Registrar Satellite_DB= Email_name=other Planned-giving=Cresendo Rating_svc=Bentz, Whaley, Flessner Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=Smart Call Other-SW= Bio_recs=210,000 Alumni_recs=60,000 Lost=15,000 Dead= Gift_recs=30,000 Gift_dollars= Annual_dollars= CAE_date=June 30, 1996 As_of_date= Enrollment= Records_staff=3 Gift_proc_staff=2 Reports_staff=1 cross_train=yes Supervisory_staff=2 Total_staff=25 ASName=Information & Financial Systems Mgr_title=Director Reports_to=Vice Chancellor, Dev. & Univ. Rel. DSOrg_comments=In addition to gift records, bio records, and reports processing, additional staff is included for network support, programming, foundation accounting, human resources, and clerical staff ISOrg_comments= reports=services format=Excel Spreadsheet comments= input_date=1/23/97 %% Institution=Case Western Reserve University Contact_Name=Madelyn Miller Contact_Title=Director, Development Services Contact_Phone=(216) 368-5849 Contact_fax=(216) 368-4619 Email_adrs=mrm5@po.cwru.edu Institution_type=College/University MF_vendor=IBM MF_Model=9672 Mini_vendor=none Mini_model= Workstations=PC's, Mac's Printers=Xerox -DP6152 Other_HW= OP_System=MVS-OS Network_OS=Novell Network_Rel=3.1, 4.0 Dev_Sys_Vendor=BSR Package=Advance Package_descr=3.2 Natural/Adabase wpstd=MS-Word ssstd=Excel Interfaces=G/L Satellite_DB= Email_name=Eudora Planned-giving=Cresendo Rating_svc=Marts & Lundy Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=Smart Call Other-Calling-info= Bio_recs=158,486 Alumni_recs=109,625 Lost=6,555 Dead=17,563 Gift_recs=35,000 Gift_dollars=75,135,259 Annual_dollars=4,719,445 CAE_date=1996 As_of_date=06/30/96 Enrollment=9,750 Records_staff=4 Gift_proc_staff=7 Reports_staff=4 cross_train=yes Supervisory_staff=5 Total_staff=19 ASName=Development Serves Mgr_title=Director Reports_to=Associate VP of University Development DSOrg_comments= ISOrg_comments= reports=services format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=The Catholic University of America Contact_Name=Priscilla A. Savary Contact_Title=Director, Development Systems Contact_Phone=202-319-5534 Contact_fax=202-319-4445 E-mail_adr=savary@cua.edu Institution_type=College/University MF_vendor=DEC MF_Model= Mini_vendor=DEC Mini_model= Workstations=Gateways 486 & Pentiums Printers=Lexmark and HP Other_HW= OP_System=VMS Network_OS=DEC Pathworks Network_Rel=WinNT Dev_Sys_Vendor=Other Package=Other Package_descr=Viking Systems' VIP (Boston) wpstd=MS-Word ssstd=Excel Interfaces=None yet, but are in process Satellite_DB=Deans/Schools offices Email_name=other Planned-giving=PG-Calc Rating_svc=Marts & Lundy phonathon=combination Telemarketing_sys=none Other-SW= Bio_recs=94,000 Alumni_recs=77,042 Lost=22,000 Dead=7,073 Gift_recs= Gift_dollars= Annual_bucks= CAE_date= As_of_date= Enrollment=451 Records_staff=1 Gift_proc_staff=1 Reports_staff=2 cross=yes Supervisory_staff=1 Total_staff=5 ASName=Development Systems Mgr_title=Director Reports_to=VP of Development Org_comments= search=yes lockbox=yes reports=services Copy=yes format=Excel Spreadsheet comments=Is there a way to access the answers via this web site. input_date=10/11/96 %% Institution=Central Connecticut State University Contact_Name=Nicholas Pettinico, Jr. Contact_Title=Vice President, University Affairs Contact_Phone=(860) 832-1765 Contact_fax=(860) 832-1768 E-mail_adr=pettinico@ccsua.ctstateu.edu Institution_type=College/University MF_vendor=DEC MF_Model=VAX 7000-640, VAX 7000-630, VAX 6000-440 Mini_vendor=none Mini_model= Workstations=DEC Celebris GL5100, Gateway P-5000 Printers=HP4M+ Other_HW= OP_System=VAX/VMS Network_OS=none Network_Rel= Dev_Sys_Vendor=Home-Grown Package=unknown Package_descr= wpstd=MS-Word ssstd=quattro Interfaces= Satellite_DB= Email_name=VMS Mail Planned-giving=none Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=61,970 Alumni_recs=56,446 Lost=8,562 Dead=1,649 Gift_recs=3,297 Gift_dollars=587,500 Annual_bucks=515,520 CAE_date= As_of_date=June 30, 1996 Enrollment=11,646 Records_staff= Gift_proc_staff= Reports_staff= Supervisory_staff= Total_staff= ASName= Mgr_title= Reports_to=Vice President, University Affairs Org_comments= reports=services Copy=yes format=Excel Spreadsheet comments= input_date=10/18/96 %% Institution=Central Michigan University Contact_Name=Pat Plumstead Contact_Title=Director, Advancement Services Contact_Phone=517-74-7163 Contact_fax=517-774-7159 E-mail_adr=pat.plumstead@cmich.edu Institution_type=College/University MF_vendor=DEC MF_Model=Alpha 2100A Mini_vendor=none Mini_model= Workstations=Del, Pentium, Dimension XPSP133C Printers=LG08 Digital Other_HW=Hewlett Packard LaserJet OP_System=Open VMS 6.2 - 3H Network_OS=none Network_Rel=Digital Pathworks Dev_Sys_Vendor=Quodata Package=Fund-Al Package_descr=4.3 wpstd=MS-Word ssstd=Excel Interfaces=Registrars to Alumni; Fundal to National Service; GPS to fundal Satellite_DB= Email_name=Eudora Planned-giving=PG-Calc Rating_svc=Marts & Lundy, CDI phonathon=in-house Telemarketing_sys=none students=yes Other-SW=Windows 95 Bio_recs=156,659 Alumni_recs=128,300 Lost=12,226 Dead=1,926 Gift_recs=28,933 Gift_dollars=3,355,900 Annual_bucks=213,464 CAE_date=06/30/95 As_of_date=06/30/95 Enrollment=16,621 Records_staff=1 Gift_proc_staff=3 Reports_staff=1 crossno=yes Supervisory_staff=1 Total_staff=6 ASName=Advancement Services Mgr_title=Director Reports_to=Assoc VP Development Org_comments= search=yes lockbox=yes reports=services Copy=yes format=Excel Spreadsheet comments= input_date=11/7/96 %% Institution=Colby College Contact_Name=Joe Medina Contact_Title=Director, Alum/Devl Info Svcs Contact_Phone=207-872-3586 Contact_fax=207-872-3555 E-mail_adr=jmmedina@colby.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=HP Mini_model=827S Workstations=Macintosh Printers= Other_HW=Some Sun workstations for academic use. OP_System=HP-UX Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=BSR Package=Advance Package_descr=2.3 (no membership module) wpstd=MS-Word ssstd=Excel Interfaces=CARS, CARS Info Systems (Registrar, G/L, etc.) Satellite_DB=custom FileMaker databases (planned giving, budgeting, events), Excel custom databases (fund-raising results, credit card tracking) Email_name=Eudora Planned-giving=PG-Calc Rating_svc=Marts & Lundy phonathon=in-house Telemarketing_sys=none Other-SW= Bio_recs=40000 Alumni_recs=23000 Lost=1500 Dead= Gift_recs=12328 Gift_dollars= Annual_bucks=2100000 CAE_date= As_of_date= Enrollment=1800 Records_staff=1.5 Gift_proc_staff=1.5 Reports_staff=0 cross=yes Supervisory_staff=2 Total_staff=6 ASName=Alumni/Development Information Services Mgr_title=Director Reports_to=VP of Development Org_comments=4 permanent FTE (2 tech, 2 records); 2 continuing temporary FTE (1 tech, 1 records) Copy=yes format=Excel Spreadsheet comments=End-users run their own reports input_date=10/14/96 %% Institution=University of Connecticut Contact_Name=Prashanth Ajjampur Contact_Title=Director of Advancement Services Contact_Phone=860 486 1179 Contact_fax=860 486 1615 Email_adrs=ajjampur@oasis.vpia.uconn.edu Institution_type=College/University MF_vendor=IBM MF_Model=ES 6000 Mini_vendor=none Mini_model= Workstations=PC's Printers=Hewlett Packard, and Xerx Other_HW=Moving Millennium in Spring of 98, which runs on NT, and the database engine is MS SQL Server OP_System=CMS Network_OS=Novell Network_Rel=3.11 and 4.1 Dev_Sys_Vendor=UST/Iowa State Package=unknown Package_descr= wpstd=MS-Word ssstd=Excel Interfaces=From Registrar and From Payroll Satellite_DB= Email_name=Pegasus Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=not applicable Telemarketing_sys=Smart Call predictive=no Other-Calling-info= Bio_recs=210000 Alumni_recs=105000 Lost=39000 Dead=4000 Gift_recs=50000 Gift_dollars=13.2M Annual_dollars=1.2M CAE_date=06/30/1996 As_of_date= Enrollment=14000 Records_staff=3 Gift_proc_staff=4 Reports_staff=3 cross_train=no Supervisory_staff=3 Total_staff=13 ASName=Advancement Services Mgr_title=Director Reports_to=VP for Finance and Adminstration DSOrg_comments=The Gift Processing is under the Controller, under the Director of Advancement Services, the department of Computer Support, Resaerch and Records report. The Controller and and The Director of Advancement Services report to the VP for Finance and Adminsitration ISOrg_comments=Currently 1FTE is received from University Computer Support, after we go live on Millenium, they will cease to support us. search=yes scanning=no bar_coding=no lockbox=yes reports=services format=MS-Access comments= input_date=3/26/97 %% Institution=Cornell University Contact_Name=James Brinkerhoff Contact_Title=Tech Consultant Contact_Phone=607 254 7162 Contact_fax=607 245 7166 E-mail_adr=ajb3@cornell.edu Institution_type=College/University MF_vendor=IBM MF_Model=9672 Mini_vendor=none Mini_model= Workstations=MacIntosh Printers=Xerox 4850 Other_HW=Xerox 4090 Xerox Docuprint 390 System OP_System=MVS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Home-Grown Package=Other Package_descr=Adabase wpstd=MS-Word ssstd=Excel Interfaces=accounting, registrar,admissions Satellite_DB=some colleges have supporting db's Email_name=Eudora Planned-giving=none Rating_svc=n/a phonathon=in-house Telemarketing_sys=none Other-SW=Tracking system is a Mandarin based, GUI to the main db. Bio_recs=436,600 Alumni_recs=234,400 Lost=23,000appr Dead= Gift_recs=60,000 Gift_dollars= Annual_bucks= CAE_date= As_of_date= Enrollment=18,000 Records_staff=7 Gift_proc_staff=9 Reports_staff=4 cross=yes Supervisory_staff=3 Total_staff=23 ASName=Alum/Devel Info Services Mgr_title=Director Reports_to=VP Org_comments=Organization is complicated. Users do many reports online. There is a computer services group which runs production mainframe reports. There is staff (&) in this group lockbox=yes reports=combo format=Make Choice comments= input_date=10/30/96 %% Institution=Dartmouth College Contact_Name=Pamela R. Broadley Contact_Title=Dir. of Information Resources Contact_Phone=603 646-2362 Contact_fax=603 646-3340 Email_adrs=Pamela.R.Broadley@dartmouth.edu Institution_type=College/University MF_vendor=DEC MF_Model=6320 Mini_vendor=none Mini_model= Workstations=Power Macs Printers=DEC LP-27 Other_HW=Most users have PowerMacs. 6 also have terminals. Most users are connected via the network to LaserWriters. There is also one HP 4si. OP_System=VMS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=BSR Package=FRIS Package_descr=Verion 5.0 wpstd=MS-Word ssstd=Excel Interfaces=Monthly electronic feed to G/L and endowment system. Parent and graduate records loaded electronically from student system annually. Satellite_DB= Email_name=other Planned-giving=PG-Calc Rating_svc=Marts & Lundy Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=128,865 Alumni_recs=49,133 living Lost=822 Dead= Gift_recs=59,820 Gift_dollars=90,901,591 Annual_dollars=26,984,863 CAE_date=12/03/96 As_of_date=06/30/96 Enrollment=5,190 as of Fall, 1995 Records_staff=4 Gift_proc_staff=7 Reports_staff=2 cross_train=no Supervisory_staff=4 Total_staff=28 ASName=Information Resources Mgr_title=Director Reports_to=Dir. of Development DSOrg_comments=InformationResources includes Information Systems, Alumni Records, Gift Recording, Research, and Stewardship. The group serves central development, alumni relations, and the professional schools. ISOrg_comments=Institutional Computer Services provides dedicated programming support (1 project manager and 2 senior programmer analysts.) Also, VAX/VMS systems management and network support are provided centrally. reports=combo format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=Davidson College Contact_Name=Jim Gudaitis Contact_Title=Director, Advancement Services Contact_Phone=704/892-2446 Contact_fax=704/892-2468 Email_adrs=jigudait@davidson.edu Institution_type=College/University MF_vendor=HP MF_Model= Mini_vendor=none Mini_model= Workstations=Dell PCs Printers=HP 5si MX Other_HW= OP_System=HP UNIX Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=SCT Package=Banner Package_descr=2.0.5 wpstd=Word Perfect ssstd=Quattro Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=Other Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-SW= Bio_recs=67,000 Alumni_recs=16,000 Lost=1,000 Dead= Gift_recs=24,000 Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment= Records_staff= Gift_proc_staff=1.8 Reports_staff=.5 cross_train=no Supervisory_staff=1 Total_staff=2.8 ASName=Advancement Services Mgr_title=Director Reports_to=VP for Institutional Advancement DSOrg_comments=The .5 person who processes reports is also the supervisor of the area. The Advancement Services area also included Records Management and Prospect Research. ISOrg_comments= reports=services format=ASCII Text comments= input_date=1/23/97 %% Institution=University of Dayton Contact_Name=Susan Sauer Contact_Title=Director of Advancement Services Contact_Phone=937-229-2911 Contact_fax=937-229-2890 Email_adrs=SAUER@PICARD.ADMIN.UDAYTON.EDU Institution_type=College/University MF_vendor=Other MF_Model=NCR 3600 Mini_vendor=none Mini_model= Workstations=PC's Printers=HP Laserjet 5 Other_HW= OP_System= Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Release 4.0 Version 3.0 wpstd=Word Perfect ssstd=Excel Interfaces= Satellite_DB= Email_name=Pegasus Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=not applicable Telemarketing_sys=CRC tel-Athena predictive=no Other-Calling-info= Bio_recs=300,000 Alumni_recs=82,274 Lost=9,759 Dead=7,230 Gift_recs=~19,500 Gift_dollars=10,530,025 Annual_dollars=1,860,653 CAE_date=12/23/96 As_of_date=03/12/97 Enrollment=9,906 Records_staff=5 Gift_proc_staff=2 Reports_staff=3 cross_train=yes Supervisory_staff=1 Total_staff=5 ASName=Debbie Stoner Mgr_title=Director Reports_to=Director of Advancement Services DSOrg_comments= ISOrg_comments= search=yes scanning=no bar_coding=no lockbox=no reports=combo format=Excel Spreadsheet comments= input_date=03/12/97 %% Institution=DePauw University Contact_Name=Gary Barcus Contact_Title=Director of Development Services Contact_Phone=765.658.4217 Contact_fax=765.658.4625 Email_adrs=gbarcus@depauw.edu Institution_type=College/University MF_vendor=DEC MF_Model= Mini_vendor=none Mini_model= Workstations=vt100, PC, Mac Printers=Digital Other_HW= OP_System=VMS Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Home-Grown Package=unknown Package_descr= wpstd=Word Perfect ssstd=Quattro Interfaces= Satellite_DB= Email_name=VMS Mail Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=other Other-Calling-info= Bio_recs=60,000 Alumni_recs=36,000 Lost=6,000 Dead=5,000 Gift_recs=18,000 Gift_dollars=13,520,081 Annual_dollars=3,474,587 CAE_date=01/30/97 As_of_date=07/30/96 Enrollment=2,102 Records_staff=.75 Gift_proc_staff=.5 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=3 ASName=Development Services Mgr_title=Director Reports_to=Exec. VP of Dev. DSOrg_comments= ISOrg_comments= search=no scanning=no bar_coding=no lockbox=no reports=combo format=ASCII Text comments= input_date=03/13/97 %% Institution=Drake University Contact_Name=Jack R. Ohle Contact_Title=Senior Vice President, External Affairs Contact_Phone=(515) 271-3171 Contact_fax=(515) 271-3798 Email_adrs=jo5321s@acad.drake.edu Institution_type=College/University MF_vendor=DEC MF_Model=Vax 4000-600 Mini_vendor=none Mini_model= Workstations=Power Macs Printers=Laserwriter 16/600 Other_HW= OP_System=VMS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=SCT Package=Other Package_descr=ADS 87 wpstd=MS-Word ssstd=Excel Interfaces=Student Information System General Ledger System Satellite_DB= Email_name=VMS Mail Planned-giving=PG-Calc Rating_svc=POW&R Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=77,265 Alumni_recs=61,786 Lost=8,326 Dead=4,978 Gift_recs=20,189 Gift_dollars=9,878,731 Annual_dollars=2,220,929 CAE_date=12/23/96 As_of_date=03/24/97 Enrollment=5,376 - Fall 96 Records_staff=4 Gift_proc_staff=4 Reports_staff=2 cross_train=yes Supervisory_staff=1 Total_staff=6 ASName=Advancement Systems Mgr_title=Manager, Advancement Systems Reports_to=Assoc. VP and Exec. Dir., Development DSOrg_comments= ISOrg_comments= search=no scanning=no bar_coding=no lockbox=yes reports=combo format=ASCII Text comments= input_date=3/25/97 %% Institution=Drew University Contact_Name=Maryann Errico Contact_Title=Director of Development Information Services Contact_Phone=201-408-3233 Contact_fax=201-408-3691 Email_adrs=merrico@drew.edu Institution_type=College/University MF_vendor=IBM MF_Model=RS6000 Mini_vendor=none Mini_model= Workstations=DEC PC's Printers=HP LaserJet 5si mx Other_HW= OP_System=UniVerse Network_OS=MS Windows for Workgroups or Windows 95 Network_Rel=Windows 3.11 for Workgroups Dev_Sys_Vendor=Other Package=Other Package_descr=AIMS release 5.3 wpstd=Word Perfect ssstd=Quattro Interfaces=Admissions to Registrar Admissions to Alumni/Development Registrar to Accts Receivable Registrar to Student Affairs/Housing Registrar to Financial Aid Alumni/Development to General Ledger Personnel to Payroll Registrar to Alumni/Development Purchasing to Accts Payable Accts Payable, Accts Receivable, Payroll to General Ledger Satellite_DB= Email_name=VMS Mail Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & event announcements Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=35,285 Alumni_recs=17,938 Lost=1,985 Dead=1,286 Gift_recs=6,854 Gift_dollars=6,959,201 Annual_dollars=2,110,334 CAE_date=06/30/96 As_of_date=03/17/97 Enrollment=2,111 Records_staff=1 Gift_proc_staff=11 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=3 ASName=Alumni/Development Information Services Mgr_title=Director, Alumni/Develop. Info. Services Reports_to=Director of Development DSOrg_comments= ISOrg_comments= search=no scanning=no bar_coding=no lockbox=no reports=services format=ASCII Text comments= input_date=03/17/97 %% Institution=Duke University Contact_Name=John H. Taylor Contact_Title=Director, Office of Gift Records Contact_Phone=(919) 684-2338 Contact_fax=(919) 684-8527 E-mail_adr=grojht@Duke.edu Institution_type=College/University MF_vendor=IBM MF_Model=ES9000 Mini_vendor=Compaq Server Mini_model= Workstations=PC's Printers=Xerox Bar_coding=yes Other_HW= OP_System=MVS/XA Network_OS=Novell Network_Rel=4.0 Dev_Sys_Vendor=BSR Package=Advance Package_descr=DB2 version 3.0 wpstd=Word Perfect ssstd=Excel Interfaces=General Ledger Registrat Satellite_DB= Email_name=Eudora Planned-giving=PG-Calc Rating_svc= phonathon=in-house Telemarketing_sys=other students=yes Other-SW= Bio_recs=250,000 Alumni_recs=98,000 Lost= Dead= Gift_recs=125,000 Gift_dollars=155,164,009 Annual_bucks=17,689,993 CAE_date=10/24/95 As_of_date=06/30/95 Enrollment=11,881 Records_staff=4 Gift_proc_staff=8 Reports_staff=4 cross=yes Supervisory_staff=2 Total_staff=18 ASName=Advancement Services Mgr_title=Director Reports_to=Director of Advancement Services Org_comments= reports=services Copy=yes format=Excel Spreadsheet comments= input_date=10/10/96 %% Institution=Embry-Riddle Aeronautical University Contact_Name=Stan Strzelecki Contact_Title=Computer Systems Specialist Contact_Phone=(904) 226-6168 Contact_fax=(904) 226-7626 E-mail_adr=strzeles@cts.db.erau.edu Institution_type=College/University MF_vendor=HP MF_Model=HP-9000 Mini_vendor=Other Mini_model= Workstations=Zenon 486-66 Printers=HP-Laserjet 4/4M Other_HW=Workstations soon to be replaced & upgraded OP_System=Unix Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Version 4.2 wpstd=Word Perfect ssstd=123 Interfaces=Bi-Tech Satellite_DB=FM-Pro, Alpha4, Approach all for Development Email_name=ccMail Planned-giving=PG-Calc Rating_svc=Martz & Lundy phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=52,000 Alumni_recs=40,000 Lost=4,000 Dead=1,000 Gift_recs=2000 Gift_dollars=2,094,000 Annual_bucks=333,200 CAE_date=05/01/96 As_of_date=05/01/96 Enrollment=4,500 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross=yes Supervisory_staff=1 Total_staff=1 ASName=Office of Development Mgr_title=Computer Systems Specialist Reports_to=V.P. and Director and Annual fund Admin. Org_comments=One Man Dev. Services reports=services Copy=yes format=ASCII Text comments=Great Idea! input_date=10/11/96 %% Institution=Franklin & Marshall College Contact_Name=Katharine V. Hockney Contact_Title=Ass't Dir,Developmnt Operations Contact_Phone=717-291-4273 Contact_fax=717-399-4416 E-mail_adr=hockney@devel.fandm.edu Institution_type=College/University MF_vendor=none MF_Model=VAX-Cluster Mini_vendor=none Mini_model=DEC/VAX 4000-100 Workstations=Macintosh Printers=HP IIISi, HP4Si Other_HW= OP_System=VMS UniData 3.1.7 Network_OS=AppleTalk Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr= wpstd=MS-Word ssstd=Excel Interfaces=custom written-other offices have different software Satellite_DB= Email_name=Eudora Planned-giving=none Rating_svc= phonathon=combination Telemarketing_sys=none students=yes Other-SW= Bio_recs=86,516 Alumni_recs=20,528 Lost=1,485 Dead=3,000 Gift_recs=16,500 Gift_dollars= Annual_bucks=8,321,473 CAE_date= As_of_date=6/30/95 Enrollment=1,900 Records_staff=1/2 Gift_proc_staff=1 Reports_staff=1 crossno=yes Supervisory_staff=1 Total_staff=2 1/2 ASName=development Operations Mgr_title=Dir,Development Operations Reports_to=V.P. Alum Prog & Development Org_comments= scanning=yes reports=services Copy=yes format=Excel Spreadsheet comments= input_date=11/6/96 %% Institution=Geneva College Contact_Name=Betty Iben Contact_Title=Director of Development Accounting Contact_Phone=412-847-5687 Contact_fax=412-847-5017 Email_adrs=ejiben@geneva.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=none Mini_model= Workstations=IBM Compatible Printers=HP LaserJet 5SiMX Other_HW=HP CopyJet Color Copier/Printer OP_System=Windows 95 Network_OS=Novell Network_Rel=4.2 Dev_Sys_Vendor=Blackbaud Package=Raiser's Edge Package_descr=6.2 wpstd=Word Perfect ssstd=Excel Interfaces=Import and Export from Raiser's Edge Satellite_DB= Email_name=MS-Mail Planned-giving=Paragon Rating_svc=Econometrics Other-SW=Gifted Memory Prospect Tracking Software phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=26,000 Alumni_recs=17,000 Lost=900 Dead= Gift_recs=4,071 Gift_dollars=$862,501 Annual_dollars=$1,768,312 CAE_date=06/01/96 As_of_date=06/01/96 Enrollment=1,763 Records_staff=4 Gift_proc_staff=2 Reports_staff=See Comments cross_train=no Supervisory_staff=1 Total_staff=14 ASName=Alumni Records Mgr_title=Director of Development Accounting Reports_to=Vice President for Development DSOrg_comments=14 people work in the Development Office, including Directors. All are able to create reports as needed. ISOrg_comments=The computer center has an individual that supports the operation of Raiser's Edge. reports=combo format=MS-Access comments=As of January 1997 we switched from CMDS on the AS/400 to Raiser's Edge for Windows / Oracle Client/Server Version. input_date=03/11/97 %% Institution=Grinnell College Contact_Name=Brent T. Jaeger Contact_Title=Director of Development Operations Contact_Phone=515-269-4956 Contact_fax=515-269-4882 Email_adrs=jaeger@admin.grin.edu Institution_type=College/University MF_vendor=DEC MF_Model=VAX (for All-In-1 e-mail), Alpha (for Benefactor) Mini_vendor=none Mini_model= Workstations=Digital 486 & 586 machines Printers=DEC LPS17 (document), Pitney/Bowes W700 (envelope) Other_HW= OP_System=VMS for VAX, VMS for AXP (Alpha) Network_OS=none Network_Rel=DEC Pathworks, moving to Windows NT Server Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Benefactor 4.2 wpstd=Word Perfect ssstd=Excel Interfaces=Treasurer's Office - Colleague(Datatel) Student System - Currently on POISE (Campus America) Converting to Colleague (Datatel) Satellite_DB= Email_name=other Planned-giving=PG-Calc Rating_svc= Other-SW=Calendar Creator Plus (Spinnaker) for Group calendars Ascend (Franklin Quest) for individual calendars Smarterm 420 (Persoft) for terminal emulation Access (Microsoft) for pc databases Forest & Trees (Platinum Technology) for EIS (future) wIntegrate (Unidata) for terminal emulation, GUI, importing, and exporting (future) phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=52,000 Alumni_recs=24,500 Lost=3,500 Dead=2,220 Gift_recs=11,400 Gift_dollars=11,073,310 Annual_dollars=2,363,307 CAE_date=06/30/96 As_of_date=03/07/97 Enrollment=1,304 Records_staff=1.5 Gift_proc_staff=1.5 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=8 ASName=Development Operations Mgr_title=Director of Development Operations Reports_to=VP for Development & Alumni Relations DSOrg_comments=Additional areas in Development Operations: Donor Relations 1.5 Development Research 1.5 ISOrg_comments= reports=services format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=Heritage College Contact_Name=Susan Beehler Contact_Title=Data Manager Contact_Phone=(509)575-1228 Contact_fax=(509)575-6604 E-mail_adr=beehler_s@heritage.edu Institution_type=College/University MF_vendor=DEC MF_Model=VAX Mini_vendor=none Mini_model= Workstations=PC's Printers= Other_HW= OP_System=VMS Network_OS=MS Windows for Workgroups or Windows 95 Network_Rel=3.11 Dev_Sys_Vendor=Quodata Package=Fund-Al Package_descr=4.1 wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=MS-Mail Planned-giving=none Rating_svc= Telemarketing_sys=none Other-SW= Bio_recs=9000 Alumni_recs=2000 Lost=65 Dead=1 Gift_recs=1100 Gift_dollars=$1,400,000 Annual_bucks=$166,000 CAE_date= As_of_date= Enrollment=1142 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross=yes Supervisory_staff=1 Total_staff=3 ASName=Advancement Office Mgr_title=Assistant VP for Development Reports_to=VP for Administrative Services/CFO Org_comments=We have 1 manager and 2 support people, one who does the secretarial work and one who does the data management work. Both support people can cover each other's jobs if need be. reports=services format=Make Choice comments= input_date=10/17/96 %% Institution=Hood College Contact_Name=Tammy Foland Contact_Title=Assoc. Dir. of Dev. for Info Services Contact_Phone=(301) 696-3705 Contact_fax=(301) 696-3718 Email_adrs=tfoland@nimue.hood.edu Institution_type=College/University MF_vendor=DEC MF_Model=VAX 4600 Mini_vendor=none Mini_model= Workstations=PC's Printers=HP LaserJet 4SI Other_HW= OP_System=VMS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=BSR Package=FRIS Package_descr= wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=other Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-SW= Bio_recs=33,000 Alumni_recs=13,000 Lost=3,000 Dead=2,800 Gift_recs=6,500 Gift_dollars=9,800,721 Annual_dollars=1,164,854 CAE_date=12/31/96 As_of_date=06/30/96 Enrollment=2,058 Records_staff=1 Gift_proc_staff=1 Reports_staff=3 cross_train=yes Supervisory_staff=2 Total_staff=3 ASName=Information Services Mgr_title=Assoc. Dir. of Dev. for Info Services Reports_to=Assc. VP of Development DSOrg_comments= ISOrg_comments= reports=services format=MS-Access comments= input_date=1/28/97 %% Institution=Hope College Contact_Name=Kris Witkowski Contact_Title=Director of Advancement Services Contact_Phone=616-395-7865 Contact_fax=616-395-7111 Email_adrs=witkowski@hope.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=DEC Mini_model= Workstations=PC's Printers= Other_HW= OP_System=VAX Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Other Package=Other Package_descr= wpstd=Word Perfect ssstd=Lotus 123 Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=40,000 Alumni_recs=19,684 Lost=4,000 Dead= Gift_recs=13,000 Gift_dollars=12,833,757 Annual_dollars=2,386,189 CAE_date=12/01/96 As_of_date=06/31/96 Enrollment=2,657 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=5 ASName=Advancement Services Mgr_title=Director Reports_to=VP of Advancement DSOrg_comments= ISOrg_comments= reports=services format=ASCII Text comments= input_date=03/11/97 %% Institution=Iowa State University Foundation Contact_Name=Rosa M. Unal Contact_Title=Director, Systems and Info Services Contact_Phone=(515) 294-3714 Contact_fax=(515) 294-9402 E-mail_adr=runal@foun.adp.iastate.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model=RS/6000 Workstations=Pentiums & 486 PC's Printers=HP Laserjet 5si mx Bar_coding=yes Other_HW=Prior system ran on mainframe. It is in the process of being converted to Client/Server platform. OP_System=AIX Network_OS=Novell Network_Rel=4.0 Dev_Sys_Vendor=UST/Iowa State Package=Other Package_descr=Summit (new GUI system) wpstd=MS-Word ssstd=Excel Interfaces=From Registrar office to our system for new grads. From Financial Aid office to our system for Scholarship awards and recipients. From University Accounting office to our system for disbursements from Foundation accounts. From Campus Call, our telemarketing system, to our system for transfer of phone pledges, address & phone changes. From our system to Campus Call for calling/mailing. Satellite_DB=Campus Call, many PC-based database for user's specific needs, in MS-Access. Email_name=MS-Mail Planned-giving=none Rating_svc= phonathon=in-house Telemarketing_sys=Campus Call predictive=yes students=yes Other-SW= Bio_recs=268,868 Alumni_recs=165,646 Lost=7,474 Dead=N/A Gift_recs=58,887 Gift_dollars=40,205,737 Annual_bucks= CAE_date=94-95 As_of_date= Enrollment= Records_staff=4 Gift_proc_staff=3 Reports_staff=1.5 cross=yes Supervisory_staff=2 Total_staff=10 ASName=Systems and Info Services Mgr_title=Director Reports_to=VP for Dev.Services Org_comments=In addition functions listed above, the Systems and Information area provides network and computer support services to the ISU Foundation. The total number of staff in the area is 14, if we include these services. search=yes scanning=yes reports=combo Copy=yes format=Excel Spreadsheet comments= input_date=11/6/96 %% Institution=James Madison University Contact_Name=Wendy Jaccard Contact_Title=Development Operations Manager Contact_Phone=(540) 568-2824 Contact_fax=(540) 568-7818 E-mail_adr=jaccarws@jmu.edu Institution_type=College/University MF_vendor=HP MF_Model=937 Mini_vendor=none Mini_model= Workstations=PC Printers= Other_HW= OP_System= Network_OS=none Network_Rel= Dev_Sys_Vendor=SRN Package=Other Package_descr= wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=none Planned-giving=none Rating_svc= phonathon=in-house Telemarketing_sys=Smart Call students=yes Other-SW= Bio_recs=100,000+ Alumni_recs=@62,000 Lost=@6,000 Dead=@1,200 Gift_recs=16,000 Gift_dollars=2,758,000 Annual_bucks=1,151,900 CAE_date= As_of_date=06/30/1996 Enrollment=12,000 Records_staff=2 Gift_proc_staff=3 Reports_staff=2 cross=yes Supervisory_staff=1 Total_staff=7 ASName=Advancement Services Mgr_title=Manager Reports_to=Assoc. VP Org_comments=Title soon to change to Director of Advancement Services reports=services Copy=yes format=Excel Spreadsheet comments= input_date=10/11/96 %% Institution=Jersey City State College Contact_Name=Judith Wodynski Contact_Title=Director Alumni Affairs & Annual Giving Contact_Phone=201-200-3196 Contact_fax=201-2002168 Email_adrs=Judyw@JCS1.JCSTATE.EDU Institution_type=College/University MF_vendor=DEC MF_Model=Digital Mini_vendor=DEC Mini_model=Digital Workstations=Dell PC Printers=Laser Jer 5si Other_HW= OP_System= Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Blackbaud Package=Raiser's Edge Package_descr=Windows wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=none Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & other uses not noted Telemarketing_sys=none Other-Calling-info= Bio_recs=38,000 Alumni_recs=253 Lost=35,000 Dead=11,000 Gift_recs=2852 Gift_dollars=0 Annual_dollars= CAE_date= As_of_date= Enrollment=11,526 Records_staff=1 Gift_proc_staff=.5 Reports_staff=.5 Supervisory_staff=3 Total_staff=4 ASName=Development & ALumni Affairs Mgr_title=Director Reports_to=V.P. Development & Public Relations DSOrg_comments=Their is a director of development & and Director of Alumni Affairs & Annual Giving. ISOrg_comments= Just moved off the main frame We also have gifted memory for majo gift tracking. reports=combo format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=La Salle University Contact_Name=Andrew Jaffee Contact_Title=Director - Annual Fund Contact_Phone=215/951-1540 Contact_fax=215/951-1542 Email_adrs=jaffee@lasalle.edu Institution_type=College/University MF_vendor=SUN MF_Model= Mini_vendor=none Mini_model= Workstations=PC's Printers=HP 5's Other_HW= OP_System=Unidata Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Datatel Package=Colleague A&D Package_descr=Ver. 9, modified wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=Pine Planned-giving=none Rating_svc= Other-SW= phonathon=combination Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=52,000 Alumni_recs=38,000 Lost=7,000 Dead=2,000 Gift_recs= Gift_dollars=3,500,000 Annual_dollars=1,800,000 CAE_date=1/97 As_of_date= Enrollment=5,000 Records_staff=1 Gift_proc_staff=1 Reports_staff=.5 cross_train=no Supervisory_staff=.5 Total_staff= ASName=None Mgr_title=None Reports_to=VP for Development DSOrg_comments=Staff is split, one alumni data person, one gift processer, prospect researcher, and the annual fund director ISOrg_comments= reports=combo format=ASCII Text comments= input_date=03/11/97 %% Institution=Lawrence University Contact_Name=Steve Hirby Contact_Title=Director of Development Contact_Phone=414-832-6553 Contact_fax=414-832-6784 E-mail_adr=Stephen.A.Hirby@lawrence.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=DEC Mini_model=AlphaServer 2100 Workstations=Macintosh Printers= Other_HW=We're use LaserWriter 630s for most work; Digital's LA120 and LA324 impact printers for reports, etc. OP_System=VMS Network_OS=DEC Pathworks Network_Rel= Dev_Sys_Vendor=Other Package=Other Package_descr=Home-grown software wpstd=MS-Word ssstd=Excel Interfaces=Registrar, General Ledger Satellite_DB= Email_name=other Planned-giving=PG-Calc Rating_svc=Marts & Lundy; CDA/Investnet phonathon=in-house Telemarketing_sys=other students=yes Other-SW= Bio_recs=60000 Alumni_recs=35000 Lost=1500 Dead=17000 Gift_recs=12000 Gift_dollars=$8.4 million Annual_bucks=$2.4 million CAE_date=6/30/96 As_of_date= Enrollment=1200 Records_staff=2 Gift_proc_staff=1 Reports_staff=1/2 cross=yes Supervisory_staff=1 Total_staff=3 ASName="systems" Mgr_title= Reports_to=Director of Development Org_comments= search=yes reports=services Copy=yes format=Excel Spreadsheet comments= input_date=11/2/96 %% Institution=Lehigh University Contact_Name=Mary ann Mittnacht Contact_Title=Dir of Dev Systems Contact_Phone=(610) 758-4674 Contact_fax=(610) 882-1120 Email_adrs=mam3@lehigh.edu Institution_type=College/University MF_vendor=IBM MF_Model=RISC 6000 Mini_vendor=none Mini_model= Workstations=Gateway 2000 Printers=HP LaserJet IIIsi Other_HW= OP_System=AIX Version 3 Network_OS=none Network_Rel= Dev_Sys_Vendor=SCT Package=Banner Package_descr=Alumni/Development 2.0 wpstd=Word Perfect ssstd=Quattro Interfaces= Satellite_DB=In-house interface Email_name=unknown Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=not applicable Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=83,227 Alumni_recs=65,734 Lost= Dead=14,257 Gift_recs=29,721 Gift_dollars=$41,330,178 Annual_dollars=$3,830,087 CAE_date=12/15/96 As_of_date= Enrollment=4,271 Records_staff=4 Gift_proc_staff=5 Reports_staff=3 cross_train=yes Supervisory_staff=1 Total_staff=8 ASName=Development Services Mgr_title=Director Reports_to=see below DSOrg_comments= Dir of Corp Relations & Career Services ISOrg_comments= Reporting has just changed, previously it was to the Dir of Dev Services search=yes scanning=no bar_coding=no lockbox=yes reports=combo format=ASCII Text comments= input_date=03/17/97 %% Institution=Macalester College Contact_Name=Michele Hoffman Contact_Title=Director of College Advancement Services Contact_Phone=612-696-6070 Contact_fax=612-696-6192 Email_adrs=Hoffman@Macalester.edu Institution_type=College/University MF_vendor=DEC MF_Model=Microvax 3100/40 Mini_vendor=none Mini_model= Workstations=pc's Printers=HP 2562C Other_HW=Various HP laserprinters OP_System=VMS 5.5-2 Network_OS=Novell Network_Rel=4.0 Dev_Sys_Vendor=BSR Package=Advance Package_descr=4.1 wpstd=Word Perfect ssstd=Excel Interfaces=CARS II - G/L, Student Information System Satellite_DB=Paradox - Corp/Foundations & Alumni events tracking Email_name=Pine Planned-giving=PG-Calc Rating_svc= Other-SW=Visio phonathon=outside students=na Phone purposes=not applicable Telemarketing_sys=none Other-Calling-info= Bio_recs=50,000 Alumni_recs=23,681 living Lost=2,057 Dead= Gift_recs=8,500 Gift_dollars=4,958,537 Annual_dollars=1,172,035 CAE_date=05-31-96 As_of_date= Enrollment=1,768 Records_staff=1 Gift_proc_staff=1 Reports_staff=2 cross_train=yes Supervisory_staff=1 Total_staff=7 ASName=College Advancement Services Mgr_title=Director Reports_to=Dir. of Dev. DSOrg_comments= Department includes 2 research staff. ISOrg_comments= No support from Institutional Computer Services. search=yes scanning=no bar_coding=no lockbox=no reports=services format=ASCII Text comments=Salary info for director positions Ask for total number of living alumni, total number of record, and total number of lost. We do not typically track the number deceased and these are industry standard stats. input_date=3/21/97 %% Institution=University of Manitoba Contact_Name=Jennifer Annis Contact_Title=Administrative Assistant Contact_Phone=204-474-6010 Contact_fax=204-2755863 E-mail_adr=J_Annis@UManitoba.CA Institution_type=College/University MF_vendor=IBM MF_Model= Mini_vendor=none Mini_model= Workstations=IBM-Compatible PC's Printers= Other_HW= OP_System=MVS Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Home-Grown Package=unknown Package_descr=IMS DC/DB wpstd=MS-Word ssstd=Excel Interfaces=to G/L to Receipting System Satellite_DB=Sybase Email_name=MS-Mail Planned-giving=Other Rating_svc= phonathon=in-house Telemarketing_sys=Campus Call students=yes Other-SW=Use Microsoft Access for querying Sybase data Bio_recs=149288 Alumni_recs=128452 Lost= Dead= Gift_recs=15383 Gift_dollars= Annual_bucks= CAE_date= As_of_date= Enrollment=23000 (approx) Records_staff=4 Gift_proc_staff=3 Reports_staff=4 crossno=yes Supervisory_staff=2 Total_staff=7 ASName=Department of Private Funding Mgr_title=(more than one) Reports_to=(more than one) Org_comments= search=yes reports=services format=Make Choice comments= input_date=10/30/96 %% Institution=Marquette University Contact_Name=Paul Dobrogowski Contact_Title=Senior Advancment Officer Contact_Phone=(414)288-3943 Contact_fax=(414)288-5540 Email_adrs=DOBROGOWSKIP@VMS.CSD.MU.EDU Institution_type=College/University MF_vendor=DEC MF_Model=VAX 7000-610 Mini_vendor=none Mini_model= Workstations=IBM , IBM CLONES Printers=XEROX Other_HW= OP_System=OPEN VMS VAX V6.1 Network_OS=DEC Pathworks Network_Rel= Dev_Sys_Vendor=Quodata Package=Fund-Al Package_descr=V4.2 wpstd=Word Perfect ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=Cresendo Rating_svc= Other-SW=MARTS & LUNDY IN HOUSE SCREENING PROGRAM phonathon=in-house students=yes Phone purposes=fund-raising & event announcements Telemarketing_sys=none Other-Calling-info= Bio_recs=153,000 Alumni_recs=110,438 Lost=9,624 Dead=15,088 Gift_recs=24,830 Gift_dollars=4,083,361 Annual_dollars=9,748,288 CAE_date=06/30/96 As_of_date= Enrollment=9,260 Records_staff=2.5 Gift_proc_staff=4 Reports_staff=3 cross_train=no Supervisory_staff=2 Total_staff=6.5 ASName=Gift Records Mgr_title=Manager Reports_to=Associate VP of University Advancement DSOrg_comments=Could use more quality people ISOrg_comments=as little as possible search=yes lockbox=yes reports=combo format=ASCII Text comments= input_date=03/11/97 %% Institution=Marymount University Contact_Name=Ross Vitale Contact_Title=Advancement Database Assistant Contact_Phone=703-284-1552 Contact_fax=703-284-1544 Email_adrs=ross.vitale@marymount.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model=RS6000 Workstations=PC Clones(486DX) Printers=HPIIISi (sadly enough) Other_HW=The HPIIISi is the only printer connceted to the IBM server in our department. OP_System=AIX / Ver3(Unix) Network_OS=Novell Network_Rel=3.x, 4.x Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Ben 4.3, Unidata 3.3.2 wpstd=Word Perfect ssstd=Excel Interfaces=Colleague 12.8/13(test) - (Registart, Degree Audit, Human Resources, G/L, etc) Wintegrate(GUI to Ben/Col) Satellite_DB=Filemaker Pro(Alumni Office) MS Excel(we are slowly switching over to Microsoft Office) Email_name=Pine Planned-giving=PG-Calc Rating_svc=Grenzebach Other-SW=Developed in-house prospect tracking system using Benefactor file structure. Will be using MapLinx geographic software. phonathon=combination students=yes Phone purposes=not applicable Telemarketing_sys=none Other-SW= Bio_recs=42147 Alumni_recs=16080 Lost=2399 Dead=134 Gift_recs=3721 Gift_dollars=1,093,109 Annual_dollars=398,239.72 CAE_date=1995-96 As_of_date=06/30/96 Enrollment=3824 Records_staff=2 Gift_proc_staff=2 Reports_staff=2 cross_train=yes Supervisory_staff=1 Total_staff=3 ASName=Advancement Services Mgr_title=Director Reports_to=VP of University Advancement DSOrg_comments=Only 2 staff members(Database Manager/Assistant) handle gift/acknowledgement processing, report processing(data manipulation), records maintenance(working with outside vendors), training of staff & students, preparation of training material, establishment of policies/procedures, testing new software releases, etc... The alumni office does minimal address maintenance. ISOrg_comments=Work with minimal support from Computer Services in relation to Benefactor system. search=yes reports=services format=Excel Spreadsheet comments= input_date=1/31/97 %% Institution=The McCallie School Contact_Name=Elise Lewis Contact_Title=Information Systems Director Contact_Phone=423-493-5885 Contact_fax=423-629-2852 Email_adrs=elewis@mccallie.chattanooga.tn.us Institution_type=Independent School MF_vendor=none MF_Model= Mini_vendor=none Mini_model= Workstations=Pentiums, 486's Printers=HP4SIMX, 4+, 5M Other_HW= OP_System= Network_OS=Ethernet Network_Rel=Novell 3.12 (migrating to 4.11 this summer) Dev_Sys_Vendor=JSI/Shy Package=Millennium Package_descr=5.1 wpstd=MS-Word ssstd=Excel Interfaces=Millennium to Blackbaud's GL, EMS to Millennium, Millennium to student records system Satellite_DB=Access for events management Email_name=Eudora Planned-giving=PG-Calc Rating_svc=BWF several years ago Other-SW= phonathon=in-house students=no Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=25000 Alumni_recs=11598 Lost=1923 Dead=2099 Gift_recs=3305 Gift_dollars=4,836,117 Annual_dollars=1,257,080 CAE_date=6/30/96 As_of_date=6/30/96 Enrollment=770 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross_train=yes Supervisory_staff=4 Total_staff=10 ASName=Development Mgr_title=VP of Development and Planning Reports_to=Headmaster DSOrg_comments= ISOrg_comments= search=no scanning=no bar_coding=no lockbox=no reports=combo format=MS-Access comments= input_date=03/11/97 %% Institution=Medical University of SC Contact_Name=Christine Etheridge Contact_Title=Director of Development Services Contact_Phone=(803) 792-1101 Contact_fax=(803) 792-7980 Email_adrs=ethericw@musc.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=Other Mini_model=Zenith, Z-Server Lt P60 Workstations=Dell P60s;Dell 100s;IBM 486s;Dell Latitude xp Printers=HP Laserjet 4si Other_HW= OP_System=NA Network_OS=Novell Network_Rel=Netware 3.12 50 user Dev_Sys_Vendor=Blackbaud Package=Raiser's Edge Package_descr=V5.4 (upgrading: Windows-Client Server within 9mos wpstd=Word Perfect ssstd=Excel Interfaces=Blackbaud Raiser's Edge to Blackbaud General Ledger Satellite_DB=NA Email_name=other Planned-giving=Paragon Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=65,000 Alumni_recs=18,780 Lost=2,004 Dead=925 Gift_recs=21,848 Gift_dollars=$8,038,370 Annual_dollars=$950,000 CAE_date=06/30/1996 As_of_date= Enrollment=2842 Records_staff=1 Gift_proc_staff=2 Reports_staff=1 cross_train=yes Supervisory_staff=2 Total_staff=6 1/2 ASName=Development Services & Health Sciences Foundation Mgr_title=Director of Development Services Reports_to=Executive Director of Development DSOrg_comments= Gift Processing Staff's duties relate directly to/impacts development services; however, their direct report is to the VP for the Foundation and are not officially a part of the development services staff. ISOrg_comments= reports=services format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=University of Michigan Contact_Name=Denise S. Gilgen Contact_Title=Manager, Gift Processing Services Contact_Phone=(313) 647-7783 or 647-7785 Contact_fax=(313) 647-6120 Email_adrs=dgilgen@umich.edu Institution_type=College/University MF_vendor=IBM MF_Model= Mini_vendor=none Mini_model= Workstations=Gateway PC's Printers=IBM and network HP's Other_HW= OP_System=DB2 Network_OS=MS Windows for Workgroups or Windows 95 Network_Rel= Dev_Sys_Vendor=BSR Package=Advance Package_descr=DB2 version wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB=None Email_name=Eudora Planned-giving=none Rating_svc= Other-SW=PC's running Windows 95 Also use Pine email phonathon=combination students=yes Phone purposes=fund-raising only Telemarketing_sys=Smart Call predictive=yes Other-Calling-info=Each alum contacted by phone every year. Phone center staffed and run year-round Bio_recs=700,000 Alumni_recs=435,000 Lost= Dead= Gift_recs=150,000 Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment=51,000 Records_staff=5 Gift_proc_staff=9 Reports_staff=3 cross_train=yes Supervisory_staff=5 Total_staff=17 ASName=Customer Support Services Mgr_title=Director Reports_to=VP Development DSOrg_comments=Gifts, Reports & Bio Maintenance are three separage departments. Reporting relationship: Gift Processing reports to Director of Cust. Support Bio (Alumni Records Dept) reports to Manager of Database Management Svcs. Gift Reporting reports to Director of Gift Reports and is not a part of the current Customer Services group ISOrg_comments= search=yes bar_coding=yes lockbox=yes format=ASCII Text comments= input_date=03/13/97 %% Institution=The University of Montana Foundation Contact_Name=Amy Heller Contact_Title=Administrative Services Manager Contact_Phone=406-243-2593 Contact_fax=406-243-4965 Email_adrs=heller@selway.umt.edu Institution_type=College/University MF_vendor=DEC MF_Model=VAX 3400 Mini_vendor=Other Mini_model=Novell 3.12 Workstations=486 IBM compatibles Printers=none on site Other_HW= OP_System=VAX Network_OS=MS Windows for Workgroups or Windows 95 Network_Rel=Novell Dev_Sys_Vendor=Other Package=Other Package_descr=Abacus wpstd=Word Perfect ssstd=Quattro Interfaces=No interfaces (unfortunately) Satellite_DB=Acknowledgments (Visual FoxPro) MIP (accounting) Memorials (Visual FoxPro) Gift Transmittal (Visual FoxPro) Prospect Management Tracking System Email_name=Eudora Planned-giving=PG-Calc Rating_svc=none Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & other uses not noted Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=60,000 Alumni_recs=50,000 Lost=4,500 Dead=6,900 Gift_recs=18,838 Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment=11,886 Records_staff=in Alumni Office Gift_proc_staff=3 Reports_staff=2 cross_train=yes Supervisory_staff=3 Total_staff=9 ASName=Administrative Services Mgr_title=Manager Reports_to=Director of Operations DSOrg_comments= ISOrg_comments= search=yes scanning=no bar_coding=no lockbox=no reports=services format=ASCII Text comments= input_date=03/17/97 %% Institution=New England Medical Center Contact_Name=Helen Hutchinson Contact_Title=Director of Development Operations Contact_Phone=617-636-3279 Contact_fax=617-636-7659 E-mail_adr=helen.hutchinson@es.nemc.org Institution_type=Medical Center/Health Care Facility MF_vendor=none MF_Model= Mini_vendor=Compaq Server Mini_model= Workstations=Pcs, 486s and P90s Printers=HPIII and HPIV Other_HW= OP_System= Network_OS=Banyan Network_Rel= Dev_Sys_Vendor=JSI/Shy Package=Millennium Package_descr=5.1 wpstd=MS-Word ssstd=Excel Interfaces=custom, done in houe Satellite_DB=Access Email_name=other Planned-giving=PG-Calc Rating_svc= Telemarketing_sys=none Other-SW= Bio_recs=62000 Alumni_recs= Lost= Dead= Gift_recs=3800 Gift_dollars=2100000 Annual_bucks=250000 CAE_date= As_of_date= Enrollment= Records_staff=.5 Gift_proc_staff=.5 Reports_staff=.6 cross=yes Supervisory_staff=2 Total_staff=4.6 ASName=External Affairs and Development Mgr_title=Director, Development Operations Reports_to=VP, Ext. Aff. & Dev. Org_comments=We downsized recently from a high of 14 to our current low! scanning=yes reports=services format=Make Choice comments= input_date=10/23/96 %% Institution=Northern Arizona University Contact_Name=Linda Hulten Contact_Title=Assistant Director for Development Services Contact_Phone=(520) 523-5051 Contact_fax=(520) 523-8877 Email_adrs=Linda.Hulten@nau.edu Institution_type=College/University MF_vendor=DEC MF_Model= Mini_vendor=none Mini_model= Workstations=PC'S Printers=Hewlett-Packard (1) Other_HW= OP_System=VAX - mini Network_OS=none Network_Rel= Dev_Sys_Vendor=Other Package=Other Package_descr=Timeline Financial Software wpstd=MS-Word ssstd=Excel Interfaces=none Satellite_DB=none Email_name=other Planned-giving=PG-Calc Rating_svc=Harris Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info= produce own callsheets -- students dial each call by hand Bio_recs=120,000 Alumni_recs=67,901 Lost= Dead=2,045 Gift_recs=10,068 Gift_dollars= Annual_dollars=5,232,341 CAE_date=12/10/96 As_of_date= Enrollment=18,000 Records_staff=1 Gift_proc_staff=4 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=7 ASName=Development Services Mgr_title=Assistant Director Reports_to=Director of Dev DSOrg_comments= also manage the communications coordinator ISOrg_comments= does not offer us any support search=no scanning=no bar_coding=no lockbox=no reports=services format=MS-Access comments= input_date=3/28/97 %% Institution=Notre Dame College Contact_Name=Suzanne M. Dupont Contact_Title=Dir. of Annual Giving, Scholarships & Spcl. Events Contact_Phone=603-669-4298, ext. 167 Contact_fax=603-644-8316 Email_adrs=SzanDu@aol.com Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model= Workstations=1 IBM, various other PC's Printers=none Other_HW= OP_System=DOS Network_OS=Novell Network_Rel=old Dev_Sys_Vendor=Blackbaud Package=Raiser's Edge Package_descr=Alumni/Development - DOS wpstd=Word Perfect ssstd=Excel Interfaces=none Satellite_DB= Email_name=other Planned-giving=none Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & Admissions recruiting Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=6,500 Alumni_recs=4,200 Lost=350 Dead=150 Gift_recs=1,200 Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment=1,300 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross_train=yes Supervisory_staff=3 Total_staff=5 ASName=College Advancement Mgr_title=VP Reports_to=VP for College Advancement DSOrg_comments= College Advancement when fully staffed numbers 6 people - VP, Dir. Annual Giving, Dir. Grants, Dir. Alumni Relations and 2 support people. We do not have a separate area called "Services". All duties and responsibilities that would fall into that category are managed by the Director of Annual Giving (me). ISOrg_comments=The Registra's Office, Admissions and Business Office are on a CMDS network - our area, Advancement, has it's own LAN. search=no bar_coding=no lockbox=no reports=services format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=Ohio Northern University Contact_Name=David Smittle Contact_Title=Assistant Director of Development Contact_Phone=419-772-1983 Contact_fax=419-772-1932 Email_adrs=d-smittle@onu.edu Institution_type=College/University MF_vendor=Data General MF_Model=Aviion Mini_vendor=IBM Mini_model=RS 6000 Workstations=PC's, Macs and terminals Printers=DG band printer and HP Lasers Other_HW= OP_System=UNIX Network_OS=MS Windows for Workgroups or Windows 95 Network_Rel= Dev_Sys_Vendor=SCT Package=Banner Package_descr=2.1.11 GUI and character-based wpstd=Word Perfect ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=29.874 Alumni_recs=25,362 Lost=2,000 Dead=2,946 Gift_recs=9,173 Gift_dollars=6,036,186 Annual_dollars=860,922 CAE_date=1/3/97 As_of_date=8/31/96 Enrollment=2,997 Records_staff=1 Gift_proc_staff=1 Reports_staff=1 cross_train=yes Supervisory_staff=1 Total_staff=3 ASName=Development Office Mgr_title=Assistant Director of Development Reports_to=VP Development DSOrg_comments= ISOrg_comments= One Oracle programmer in Computer Center that assists Development Office, when necessary, for higher-level reporting needs, i.e. new application development. search=yes reports=services format=ASCII Text comments= input_date=03/11/97 %% Institution=Old Dominion University Contact_Name=Bob Kowalke Contact_Title=Database Manager / LAN Administrator Contact_Phone=757-684-4675 Contact_fax=757-683-5911 E-mail_adr=bgk100u@rosebud.na.odu.edu Institution_type=College/University MF_vendor=IBM MF_Model=3090 / J Mini_vendor=none Mini_model= Workstations=Gateway, IBM, WIN, Compaq, NEC, etc..... Printers= Other_HW=MVS / ESA Operating System 25 KSDS VSAM File structure Online access: CICS COBOL Batch routines: SAS, Natural OP_System=PC's - Windows for Workgroups 3.X Network_OS=Novell Network_Rel= Dev_Sys_Vendor=Home-Grown Package=Other Package_descr=IAS System v1.0 wpstd=Word Perfect ssstd=quattro Interfaces= Satellite_DB= Email_name=Pegasus Planned-giving=none Rating_svc= phonathon=in-house Telemarketing_sys=other students=yes Other-SW=Utilize Novell Perfect Office v4.X We're in the process of purchasing a automated phonathon system. I'm not sure if it will have predictive dialing. Bio_recs=110,000 approx Alumni_recs=69,000 approx Lost=5800 Dead=2100 Gift_recs= Gift_dollars= Annual_bucks= CAE_date= As_of_date= Enrollment=18,000 approx Records_staff=4 Gift_proc_staff=2 Reports_staff=1 crossno=yes Supervisory_staff=3 Total_staff=7 ASName=Information Systems Mgr_title=Systems Manager Reports_to=AVP-Development Org_comments=In bio have three part-time students for all data entry and one manager. In gifts have one fiscal asst and one business manager. Systems Manager handles all reports processing and oversees both bio & gift departments. search=yes lockbox=yes reports=services Copy=yes format=ASCII Text comments=Will be using a search service soon. Harris Publishing handled our last one in '95. input_date=10/18/96 %% Institution=University of Oregon Foundation Contact_Name=Bella Corbin Contact_Title=Director Alumni/Development Information Services Contact_Phone=(541)346-2128 Contact_fax=(541)346-2574 Email_adrs=bella_corbin@ccmail.uoregon.edu Institution_type=Foundation MF_vendor=none MF_Model= Mini_vendor=DEC Mini_model=Alpha 2000 5/300 Workstations=Macs,PC's Printers=2 DEC lineprinters, HP4siMX, Lexmark Optra Other_HW= OP_System=Unix Version 3.2D Rev.41 Network_OS=Novell Network_Rel=3.1 Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Benefactor 4.3 wpstd=MS-Word ssstd=Excel Interfaces=Pacerterm, LAN Workplace, Kermit '95, Crowflite Satellite_DB=Microsoft Access - Constituency appointments Filemaker Pro - Activities & Events Email_name=ccMail Planned-giving=Cresendo Rating_svc=Grenzebach/Marts & Lunday Other-SW=Also support Eudora email phonathon=in-house students=yes Phone purposes=fund-raising & other uses not noted Telemarketing_sys=Campus Call predictive=yes Other-Calling-info= Call for Alumni Lifetime Memberships Bio_recs=302,140 Alumni_recs=152,448 Lost=23,815 Dead=11,488 Gift_recs=44,604 Gift_dollars=$35,763,087 Annual_dollars=$681,614 CAE_date=1995-96 As_of_date=12/31/96 Enrollment=17,138 Records_staff=3.5 Gift_proc_staff=3 Reports_staff=6 cross_train=yes Supervisory_staff=1 Total_staff=13.5 ASName=Information Services Mgr_title=Director Reports_to=Executive Director/Foundation DSOrg_comments=In our organization, all Development Officers work for the Vice President of Public Affairs & Development. All Services: Information Services, Research, Finance & Accounting, Communications, Donor Relations report to the Executive Director of the Foundation. ISOrg_comments= search=yes scanning=no bar_coding=no lockbox=no reports=services format=Excel Spreadsheet comments= input_date=03/12/97 %% Institution=Planned Parenthood of the Rocky Mountains, Inc. Contact_Name=Gary Jamieson Contact_Title=Senior VP/CFO Contact_Phone=303-321-PLAN Contact_fax=303-861-0268 Email_adrs=gary.jamieson@pprm.org Institution_type=Medical Center/Health Care Facility MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model=436/AS400 Workstations=Mostly Macs Printers=Mostly HP 3's & 4's Other_HW=ethernet network OP_System= Network_OS=Ethernet Network_Rel=TCP/IP Dev_Sys_Vendor=unknown Package=unknown Package_descr= wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=other Planned-giving=none Rating_svc= Other-SW= phonathon=combination students=na Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=25,000 Alumni_recs= Lost= Dead= Gift_recs=5,000 Gift_dollars= Annual_dollars=1,500,000 CAE_date= As_of_date= Enrollment= Records_staff= Gift_proc_staff=2 Reports_staff= cross_train=yes Supervisory_staff=1 Total_staff=8 ASName=Development Mgr_title=VP of Development Reports_to=President DSOrg_comments= ISOrg_comments= search=yes scanning=no bar_coding=no lockbox=no reports=services format=Excel Spreadsheet comments= input_date=03/11/97 %% Institution=University of Pittsburgh Contact_Name=Albert D. Melfo Contact_Title=Director of Telemarketing Contact_Phone=(412) 624-5800 Contact_fax=(412) 624-3911 Email_adrs=malbert@PITT.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=none Mini_model= Workstations=Gateway 2000 Printers=Hewlett Packard Other_HW= OP_System=ADDs Network_OS=none Network_Rel= Dev_Sys_Vendor=unknown Package=unknown Package_descr= wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=Pegasus Planned-giving=none Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & event announcements Telemarketing_sys=Smart Call predictive=no Other-Calling-info= SmartCall for Windows (3.11) Bio_recs=317,463 Alumni_recs=173,048 Lost=50,575 Dead=14,728 Gift_recs= Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment= Records_staff= Gift_proc_staff= Reports_staff= Supervisory_staff= Total_staff= ASName=Gift Processing Mgr_title=Manager, Data Entry Reports_to=Director of Systems and Operations DSOrg_comments= ISOrg_comments= search=yes scanning=no bar_coding=no lockbox=no reports=services format=Excel Spreadsheet comments= input_date=03/12/97 %% Institution=Pomona College Contact_Name=Chris Uyeno Contact_Title=Director, Development Services Contact_Phone=909 621-8227 Contact_fax=909 621-8535 E-mail_adr=chrisu@pomadm.pomona.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=DEC Mini_model=Alpha 3000-800S Workstations=IBM compatible PC's Printers=Digital LG01, Digital LG39 Other_HW= OP_System=OpenVMS V6.2/System 1032 V9.61 Network_OS=none Network_Rel= Dev_Sys_Vendor=Home-Grown Package=Other Package_descr= wpstd=MS-Word ssstd=Excel Interfaces=System 1032 DBMS Satellite_DB= Email_name=VMS Mail Planned-giving=PG-Calc Rating_svc= phonathon=in-house Telemarketing_sys=none Other-SW= Bio_recs=39,000 Alumni_recs=30,500 Lost=533 Dead=8252 Gift_recs=10,441 Gift_dollars=$19,429,094 Annual_bucks= CAE_date=1995-96 As_of_date=06/30/96 Enrollment=1,400 Records_staff=1 Gift_proc_staff=1 Reports_staff=5? Supervisory_staff=1 Total_staff=5 ASName=Development Services Mgr_title=Director Reports_to=Director of Campaign Operations Org_comments=research trained for gifts gifts trained for records reports=services Copy=yes format=ASCII Text comments= input_date=10/17/96 %% Institution=Pepperdine University Contact_Name=Bill Hudson Contact_Title=Director, Budget & Information Systems Contact_Phone=310-456-4151 Contact_fax=310-456-4227 E-mail_adr=wthudson@pepperdine.edu Institution_type=College/University MF_vendor=IBM MF_Model=ES9000 Mini_vendor=SUN Mini_model= Workstations=Dell PC's Printers=Xerox 4850 Color laser Bar_coding=yes Other_HW= OP_System=MVS/ESA CICS Network_OS=Novell Network_Rel=3.11a Dev_Sys_Vendor=SCT/IA Package=Other Package_descr=Alumni Development System ADS wpstd=MS-Word ssstd=Excel Interfaces=All interfaces Satellite_DB=None sanctioned Email_name=MS-Mail Planned-giving=none Rating_svc= phonathon=outside Telemarketing_sys=none Other-SW= Bio_recs=130,481 Alumni_recs=62,674 Lost=4,728 Dead=1,312 Gift_recs=15,000+ Gift_dollars=79,695,026 Annual_bucks=4,260,061 CAE_date= As_of_date=7/31/96 Enrollment=7500? Records_staff=2 Gift_proc_staff=4.5 Reports_staff=2.5 cross=yes Supervisory_staff=5 Total_staff=10 ASName=Development Systems Mgr_title=Director Reports_to=Executive Vice Chancellor Org_comments= search=yes scanning=yes reports=combo Copy=yes format=Excel Spreadsheet comments= input_date=10/28/96 %% Institution=Portland State Univ. Foundation Contact_Name=Michelle Egan Contact_Title=Administrator, Development Svcs Contact_Phone=503-725-5881 Contact_fax=503-725-5876 E-mail_adr=eganm@pdx.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model=RS6000/240 Workstations=IBM Comp. PC's (various) Printers=IBM 4232 Other_HW= OP_System=AIX Network_OS=Novell Network_Rel=? Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Rel 4.0 wpstd=Word Perfect ssstd=Excel Interfaces=custom programs to import student data from Banner SIS and to download GL data to PC Package (American Fundware) Satellite_DB=none known (or technically allowed, but I know there out there!!) Email_name=Pegasus Planned-giving=none Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW=Currently looking at SmartCall and a few other automated dialers Bio_recs=130,000 Alumni_recs=75,000 Lost=15,500 Dead=5,000 Gift_recs=26,000 Gift_dollars=1,915,498 Annual_bucks=456,340 CAE_date=06/30/95 As_of_date=10/01/96 Enrollment=20,000 Records_staff=.75 Gift_proc_staff=1.0 Reports_staff=1.25 cross=yes Supervisory_staff=1 Total_staff=3 ASName=Development Services Mgr_title=Administrator Reports_to=Executive Director, Foundation Org_comments= reports=services format=Make Choice comments= input_date=11/4/96 %% Institution=University of Puget Sound Contact_Name=Liz Collins Contact_Title=Director, Alumni and Development Information Contact_Phone=(206) 756-3610 Contact_fax=(206) 756-3500 Email_adrs=lcollins@ups.edu Institution_type=College/University MF_vendor=DEC MF_Model=VAX 4300 Mini_vendor=none Mini_model= Workstations=Presarios, Prolineas, 386s and terminals Printers=Bank of printers in the basement - "owned" by OIS Other_HW=Laser printer for receipts and management reports. Impact printers for other output. OP_System=VMS/QDMS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Quodata Package=Fund-Al Package_descr=Fundal 4.2 - migrating to 5.x on new Alpha machine wpstd=MS-Word ssstd=Excel Interfaces=From Registrar Working on copying to other departments - via Oracle Satellite_DB= Email_name=Eudora Planned-giving=Cresendo Rating_svc=Marts & Lundy Potential Plus Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-SW= Bio_recs=60,000 Alumni_recs=32,000 Lost=5,000 Dead=1,900 Gift_recs= Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment=2700 Records_staff=1.5 Gift_proc_staff=1.5 Reports_staff=1 Supervisory_staff=2 Total_staff=5 ASName= Mgr_title= Reports_to= DSOrg_comments= ISOrg_comments= format=ASCII Text comments= input_date=1/23/97 %% Institution=Rochester Inst. of Technology Contact_Name=Margaret M. Murray Contact_Title=Systems & Records Manager Contact_Phone=(716) 475-5025 Contact_fax=(716) 475-7004 E-mail_adr=mmmdss@rit.edu Institution_type=College/University MF_vendor=IBM MF_Model=9221 Mini_vendor=none Mini_model= Workstations=Mac's, PC's & terminals Printers= Other_HW= OP_System=VM/MVS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Home-Grown Package=Other Package_descr= wpstd=MS-Word ssstd=Excel Interfaces=from Registrar; from Payroll/Personnel; to G.L. (partial) Satellite_DB=FileMakerPro3 Email_name=other Planned-giving=PG-Calc Rating_svc= phonathon=in-house Telemarketing_sys=other students=yes Other-SW= Bio_recs=122,000 Alumni_recs=77,000 Lost=13,000 Dead=n/a Gift_recs=13,000 Gift_dollars=$11,549,270 Annual_bucks=$692,300 CAE_date=12/31/95 As_of_date=10/31/96 Enrollment=13,000 Records_staff=2 Gift_proc_staff=2 Reports_staff=1-2 cross=yes Supervisory_staff=1 Total_staff=4 ASName=Records Mgr_title=Manager Reports_to=Assoc.V.P.for U.Relations Org_comments= reports=combo Copy=yes format=Excel Spreadsheet comments= input_date=11/14/96 %% Institution=University of San Diego Contact_Name=Diane Gronholt Contact_Title=Assistant Director of Adv. Services Contact_Phone=(619) 260-2208 Contact_fax=(619) 260-2390 Email_adrs=GRONHOLT@ACUSD.EDU Institution_type=College/University MF_vendor=DEC MF_Model=VAX 1170 Mini_vendor=none Mini_model= Workstations=PCs, terminals Printers= Other_HW= OP_System=OPENVMS Network_OS=DEC Pathworks Network_Rel= Dev_Sys_Vendor=Other Package=unknown Package_descr=INHOUSE wpstd=Word Perfect ssstd=Quattro Interfaces=NONE Satellite_DB=AUTOMATED TELEFUNDING Email_name=unknown Planned-giving=none Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising & event announcements Telemarketing_sys=other predictive=no Other-Calling-info=TELEFUNDING PROGRAMMED INHOUSE Bio_recs=74,000 Alumni_recs=33,000 Lost=3,000 Dead= Gift_recs= Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment=6,500 Records_staff=1 Gift_proc_staff=2 Reports_staff=1 cross_train=yes Supervisory_staff=2 Total_staff=9 ASName=ADVANCEMENT SERVICES Mgr_title=DIRECTOR Reports_to=DIR DEVO DSOrg_comments= 1 DATA ENTRY CLERK 1 GIFT ACKNOWLEDEMENT 2 GIFT PROCESSORS 1 FILE CLERK 1 WEB PAGE/PC TECH 1 RECORDS RESEARCH (TO FIND LOST ALUMNI) ISOrg_comments=SUPPORT IS POOR THEY ARE OVER WORKED. THE SYSTEM ID OVERBURDENED search=no scanning=yes bar_coding=no lockbox=no reports=services format=ASCII Text comments= input_date=3/29/97 %% Institution=San Jose State University Contact_Name=Laurie Antognini Contact_Title=Advancement Services Manager Contact_Phone=408-924-1126 Contact_fax=408-924-1512 E-mail_adr=lauriea@sjsua.sjsu.edu Institution_type=College/University MF_vendor=IBM MF_Model=390 Mini_vendor=none Mini_model= Workstations=Variety Mac's, Wyse50's Printers=IBM 3252 & HP 4SI Other_HW= OP_System=AIX3.2 Network_OS=none Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=Benefactor 4.3 wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=PG-Calc Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=195,000 Alumni_recs=125,000 Lost=40,000 Dead=20,000 Gift_recs=25,000 Gift_dollars=8.0 million Annual_bucks= CAE_date=6/30/96 As_of_date= Enrollment=25,000 Records_staff=2 Gift_proc_staff=6 Reports_staff=1 cross=yes Supervisory_staff=2 Total_staff=12 ASName=Advancement Services Mgr_title=Advancement Services Manager Reports_to=Assoc. Vice President Org_comments=All data entry is done by students search=yes reports=combo Copy=yes format=Excel Spreadsheet comments= input_date=1/2/97 %% Institution=Seattle University Contact_Name=Margaret Ramirez Contact_Title=Computer Records Coordinator Contact_Phone=(206)296-6123 Contact_fax=(206)296-6136 Email_adrs=margram@seattleu.edu Institution_type=College/University MF_vendor=HP MF_Model= Mini_vendor=none Mini_model= Workstations=486's and Pentium's Printers=HP 4si and HP 5si Other_HW= OP_System= Network_OS=none Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=4.2 wpstd=Word Perfect ssstd=Excel Interfaces=From Registrar, HR, and G/L Satellite_DB= Email_name=Pine Planned-giving=Cresendo Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=77,271 Alumni_recs=41,570 Lost=2,764 Dead=950 Gift_recs= Gift_dollars= Annual_dollars= CAE_date= As_of_date= Enrollment= Records_staff=2 Gift_proc_staff=1 Reports_staff=3 cross_train=yes Supervisory_staff=2 Total_staff=4 1/2 ASName=University Relations Information Services Mgr_title=Director Reports_to=VP of Univ. Relations DSOrg_comments=The 2 records people and the gift person all run reports as does the Director of our area. The Director of URIS supervises the records people and the gift processor. The gift processor supervises our part-time secretary ISOrg_comments= reports=services format=ASCII Text comments= input_date=03/11/97 %% Institution=South Dakota State University Contact_Name=Valerie Minor Contact_Title=Systems Support Manager Contact_Phone=605-697-7475 Contact_fax=605-697-5641 Email_adrs=val@foundation.sdstate.edul Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model=RS60000 Workstations=5 IBM 750 PC's Printers=IBM 4247, IBM 4226 Other_HW=IBM 2391 Printer, DEC LA210 Printer, HP LaserJet IId (2), HP LaserJet IIId (2), HP LaserJet 4si, HP LaserJet 5, Wyse 60 terminals (28), IBM 3151 terminal, 386 PC (includes CD-ROM drive) OP_System=AIX 3.5 for RS6000 Network_OS=none Network_Rel= Dev_Sys_Vendor=Master Software Package=Heritage Package_descr= wpstd=Word Perfect ssstd=Lotus 123 Interfaces=to American Fundware accounting Satellite_DB= Email_name=Pine Planned-giving=PG-Calc Rating_svc= Other-SW=PhoneDisc phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=84,991 Alumni_recs=54,246 Lost= Dead= Gift_recs= Gift_dollars=$7,247,012 Annual_dollars= CAE_date= As_of_date= Enrollment= Records_staff= Gift_proc_staff= Reports_staff= Supervisory_staff= Total_staff= ASName= Mgr_title= Reports_to= DSOrg_comments= ISOrg_comments= format=ASCII Text comments= input_date=03/11/97 %% Institution=Southern Methodist University Contact_Name=Claudia Smith Contact_Title=Director, Development Information Services Contact_Phone=(214) 768-3740 Contact_fax=(214) 768-2669 Email_adrs=smith@mail.smu.edu Institution_type=College/University MF_vendor=IBM MF_Model= Mini_vendor=none Mini_model= Workstations=PowerMacs and Gateway PC's Printers=IBM Other_HW= OP_System=CICS Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Other Package=Other Package_descr=Info Associates' ADS wpstd=MS-Word ssstd=Excel Interfaces=Home-grown interfaces. The Registrar/Financial Aid/Admissions/Bursar's area are in the process of building a PeopleSoft Student System. Central Computing wants Development to also build an Alumni/Development module with PeopleSoft. Development is currently reviewing its options (build or buy?). Satellite_DB=Blackbaud is being purchased by the Business School for Alumni Relations purposes. Email_name=other Planned-giving=Cresendo Rating_svc=Marts & Lundy Other-SW=Also PG-Calc for Planned Giving. E-Mail is PopMail and ZMail. phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info=We are looking at Telemarketing systems. Bio_recs=132,000 Alumni_recs=87,000 Lost=16,000 Dead=9,000 Gift_recs=25,000 Gift_dollars=21,000,000 Annual_dollars=2,400,000 CAE_date=5/31/96 As_of_date= Enrollment=9,000 Records_staff=3 Gift_proc_staff=4 Reports_staff= cross_train=no Supervisory_staff=2 Total_staff=7 ASName=Gift Proc & Records Mgr_title=Manager Reports_to=Director of Stewardship DSOrg_comments=Reports are processed thru Development Information Services. ISOrg_comments=Development Information Services provides System support, reporting, programming, systems management and User Training on Development systems. This area is completely separate from the Gift Processing/Records area. Central Computing provides printing and backups. search=no scanning=yes bar_coding=no lockbox=no reports=services format=ASCII Text comments=Our Alumni/Dev System is ancient and in need of replacement. input_date=03/12/97 %% Institution=Southwest Missouri State University Contact_Name=Karen Neal Contact_Title=System Administrator Contact_Phone=417/836-4143 Contact_fax=417/836-6886 Email_adrs=ksn551t@wpgate.smsu.edu Institution_type=College/University MF_vendor=IBM MF_Model=9193 Mini_vendor=IBM Mini_model=AS400/9402/40s Workstations=pentiums, 486's, 386's, 286' Printers=IBM 6408 matrix Other_HW=Each workstation has a local printer (various kinds). Hope to network soon to an IBM 4317-002 laser soon. The 6408 matrix will be active when the AS400 arrives at our site. OP_System=OS/400 Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=Univ of Iowa Package=Ascend Package_descr=V2.R01 wpstd=Word Perfect ssstd=Excel Interfaces=EIS Phone Calling System, Foundation Accounting, Graduates, Ticket Office Satellite_DB= Email_name=other Planned-giving=Cresendo Rating_svc= Other-SW=The Iowa System/ASCEND is doing our conversion. The AS400 is resident at their site, currently. phonathon=in-house students=yes Phone purposes=fund-raising & other uses not noted Telemarketing_sys=EIS predictive=yes Other-Calling-info= Bio_recs=130,000 Alumni_recs=70,000 Lost=9,700 Dead=1,800 Gift_recs=18,332 Gift_dollars= Annual_dollars= CAE_date=01/29/97 As_of_date= Enrollment=17,411 Records_staff=5 Gift_proc_staff=5 Reports_staff=2 cross_train=yes Supervisory_staff=3 Total_staff=10 ASName=Development Mgr_title=Director of Records Reports_to=Director of Development & Alumni DSOrg_comments=Gift/processing staff also do maintenance to BIO/Address. We usually have approx. 3-4 paid student workers to do the bulk of filing/maintenance. ISOrg_comments=Currently, CS maintains a homegrown COBOL systems developed in 1984. We are in conversion to ASCEND97, hoping to "go live" in 1998. search=no scanning=no bar_coding=no lockbox=no reports=combo format=ASCII Text comments= input_date=03/12/97 %% Institution=Suffolk University Contact_Name=Lisa Z. Keaney Contact_Title=Dir., Development Info. Svcs. Contact_Phone=617-573-8045 Contact_fax=617-573-8711 E-mail_adr=lkeaney@admin.suffolk.edu Institution_type=College/University MF_vendor=IBM MF_Model=6000 Mini_vendor=none Mini_model= Workstations=misc. IBM compatible pcs Printers=IBM 6252, IBM 4202 Other_HW= OP_System=Unix Network_OS=Other Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=3.0 wpstd=Word Perfect ssstd=quattro Interfaces=from Registrar (on Colleague) and to GL (on Colleague) Satellite_DB= Email_name=Pine Planned-giving=PG-Calc Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=68,650 Alumni_recs=47,182 Lost=8,317 Dead=3,609 Gift_recs=6,842 Gift_dollars=3,163,421 Annual_bucks=535,313 CAE_date=12/31/95 As_of_date=06/30/95 Enrollment=6,512 Records_staff=2 Gift_proc_staff=1 Reports_staff=2 cross=yes Supervisory_staff=2 Total_staff=6 ASName=Development Information Services Mgr_title=Director Reports_to=VP of Development and Enrollment Org_comments=-one of the demo. entry people serves as back up in the gifts processing area. reports=services Copy=yes format=Excel Spreadsheet comments=Nice job! input_date=12/10/96 %% Institution=University of Tennessee Contact_Name=Gerry Meisner Contact_Title=Director of Alumni/Development Information Systems Contact_Phone=(423) 974-3011 Contact_fax=(423) 974-4250 Email_adrs=gmeisner@utk.edu Institution_type=College/University MF_vendor=IBM MF_Model=3090-300E Mini_vendor=SUN Mini_model=SparcStation 20 Workstations=PC's from 386 to Pentiums & a few Macs Printers=Xerox 8790, Xerox 4635MX, HP LaserJets Other_HW=Also have HP color InkJets and Apple Laserwriters. Main database is stored on mainframe. Data warehouse is on SUN servers. OP_System=VM/XA (MF); Solaris (SUN) Network_OS=Novell Network_Rel=NetWare v3.12 Dev_Sys_Vendor=Home-Grown Package=Other Package_descr=Originally developed 1984; updated continuously wpstd=Word Perfect ssstd=Excel Interfaces=Student system Finance G/L system Payroll system Satellite_DB=MIDAS (used by UT Health Sciences Center, Memphis) UT Advantage (GUI based system using data warehouse on Sparc 20's) Business School Paradox database Law School database Email_name=other Planned-giving=PG-Calc Rating_svc=Grenzebach Other-SW=Currently developing RFP for new alumni/development information system. phonathon=in-house students=yes Phone purposes=fund-raising & other uses not noted Telemarketing_sys=EIS Other-Calling-info= Bio_recs=341,477 Alumni_recs=250,005 Lost=38,082 Dead=14,808 Gift_recs=74,104 Gift_dollars=55,838,446 Annual_dollars=12,044,560 CAE_date=12/20/96 As_of_date=06/30/96 Enrollment=41,934 Records_staff=4 Gift_proc_staff=8 Reports_staff=2 cross_train=yes Supervisory_staff=2 Total_staff=19 ASName=Advancement Services Mgr_title=Assistant VP for Advancement Services Reports_to=VP for Development DSOrg_comments= Total includes secrtarial support (1), trainer (1), document writer (1). ISOrg_comments=Have 6 full time programmers and system analysts dedicated to maintaining and enhancing alumni/development systems. search=yes scanning=no bar_coding=no lockbox=no reports=services format=ASCII Text comments= input_date=03/14/97 %% Institution=Texas Christian University Contact_Name=Gay Donohoo Contact_Title=Director of Advancement Services Contact_Phone=(817) 921-7812 Contact_fax=(817) 921-7707 Email_adrs=G.Donohoo@TCU.EDU Institution_type=College/University MF_vendor=DEC MF_Model= Mini_vendor=none Mini_model= Workstations=PC's Printers= Other_HW= OP_System=Open VMS Network_OS=DEC Pathworks Network_Rel= Dev_Sys_Vendor=SCT Package=Banner Package_descr= wpstd=Word Perfect ssstd=Lotus 123 Interfaces=Registrar to Alumni/Development Alumni/Development to Finance Satellite_DB= Email_name=unknown Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=120,000 Alumni_recs=56,000 Lost=9000 Dead= Gift_recs=16,000 Gift_dollars=19.9 million Annual_dollars=3.47 million CAE_date=05/13/96 As_of_date= Enrollment=7050 Records_staff=2 full time/ 15 stdt Gift_proc_staff=2 full time/3stdnts Reports_staff=2 full time Supervisory_staff=4 Total_staff=9 ASName=Development Information Services Mgr_title=Director of Advancement Services Reports_to=Asst Vice Chancellor of Advancement DSOrg_comments= ISOrg_comments= search=yes scanning=no bar_coding=yes lockbox=yes reports=services format=ASCII Text comments= input_date=03/12/97 %% Institution=University Of Toledo Foundation Contact_Name=Victoria Shumate Contact_Title=Director, Information Services Contact_Phone=419-530-7730 Contact_fax=419-530-2895 Email_adrs=sysadm@as400.driscoll.utoledo.edu Institution_type=Foundation MF_vendor=none MF_Model= Mini_vendor=IBM Mini_model=AS/400 200-2032 Workstations=PC's MAC, terminals Printers=IBM 4234 Other_HW= OP_System=OS/400 Network_OS=Other Network_Rel= Dev_Sys_Vendor=Univ of Iowa Package=Ascend Package_descr= wpstd=Word Perfect ssstd=Lotus 123 Interfaces=From Registrar, From Payroll/personnel(Faculty/Staff) Satellite_DB= Email_name=other Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=not applicable Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=100000 Alumni_recs=83000 Lost=20000 Dead=2800 Gift_recs=12000 Gift_dollars=6.5mm Annual_dollars=1.5mm CAE_date=063096 As_of_date=063096 Enrollment=35000 Records_staff=2 Gift_proc_staff=2 Reports_staff=1 cross_train=yes Supervisory_staff=4 Total_staff=10 ASName=Foundation Mgr_title=Executive Director Reports_to=Board DSOrg_comments= ISOrg_comments= search=yes scanning=no bar_coding=yes lockbox=yes reports=system format=No, thanks comments= input_date=03/11/97 %% Institution=The University of Tulsa Contact_Name=Vicki Stone Contact_Title=Development Officer Contact_Phone=918-631-2301 Contact_fax=918-631-2049 Email_adrs=stonevb@centum.utulsa.edu Institution_type=College/University MF_vendor=none MF_Model=alpha Mini_vendor=none Mini_model= Workstations=pc's and mac's Printers=lexmark & HP's Other_HW= OP_System=VMS Network_OS=none Network_Rel= Dev_Sys_Vendor=Datatel Package=Benefactor Package_descr=3.1 wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB= Email_name=Eudora Planned-giving=none Rating_svc= Other-SW= phonathon=combination students=yes Phone purposes=fund-raising only Telemarketing_sys=none predictive=no Other-Calling-info= Bio_recs=127,407 Alumni_recs=47,472 Lost=15,989 Dead=4,027 Gift_recs=9,044 Gift_dollars=15,651,005 Annual_dollars=2,614,480 CAE_date=06/01/95 As_of_date=05/31/96 Enrollment=4,386 Records_staff=5 Gift_proc_staff=2 Reports_staff=2 cross_train=yes Supervisory_staff=1 Total_staff=4 ASName=Alumni & Development Services Mgr_title=Director Reports_to=Director of Development DSOrg_comments= ISOrg_comments= search=no scanning=no bar_coding=no lockbox=no reports=services format=ASCII Text comments= input_date=03/11/97 %% Institution=Vanderbilt University Contact_Name=Melanie Ford Contact_Title=Director of Data Base Mgmt. Contact_Phone=(615) 322-4186 Contact_fax=(615) 343-8546 Email_adrs=fordm@uansv3.vanderbilt.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=HP Mini_model=3000 series987/150sx Workstations=PCs and Macs Printers=HP5000, HP2680, HP2567B Other_HW= OP_System=MPE i/x 5.0 Network_OS=none Network_Rel= Dev_Sys_Vendor=SRN Package=XRM Package_descr=I94F wpstd=Word Perfect Interfaces=Registrar, G/L, Financial Aid, Student Accounts Satellite_DB=set up by our programmer on the HP--Reunion, Law Reunion, Alumni Programs, Med. Ctr., Named fund tracking, Parents. These are all based on extracts from our main system, but also include additional fields. Email_name=other Planned-giving=PG-Calc Rating_svc=Marts & Lundy Other-SW=We use Posthaste for E-mail on the HP. We use Eudora and CCMail for E-mail on the campus network, but do not access our system through the network at present. phonathon=outside Phone purposes=not applicable Telemarketing_sys=none Other-Calling-info= Bio_recs=178,000 Alumni_recs=111,500 Lost=11,000 Dead=10,700 Gift_recs=52,799 Gift_dollars=$62,213,307 Annual_dollars=$6,732,299 CAE_date=06/30/96 As_of_date=06/30/96 Enrollment=10,074 Records_staff=2 Gift_proc_staff=13 Reports_staff=2 cross_train=yes Supervisory_staff=4 Total_staff=21 ASName=Data Base Management Mgr_title=Dir. of Data Base Mgmt (Asst.Dept.Dir.) Reports_to=Assoc. Exec. Dir. of Alumni & Dev. DSOrg_comments=The 21 staff above includes our Gift Records Office (13), Pledge Office (3), reporting/pc support area (3), a tracer of lost alumni, and the overall manager. ISOrg_comments=We have two dedicated programmers who report to the University's Administrative Systems dept. search=yes scanning=no bar_coding=no lockbox=no reports=combo format=ASCII Text comments= input_date=03/12/97 %% Institution=University of Vermont Contact_Name=Bob LoCicero Contact_Title=Advancement Information Services Manager Contact_Phone=(802)656-8850 Contact_fax=(802) 656-8678 E-mail_adr=robert.locicero@uvm.edu Institution_type=College/University MF_vendor=none MF_Model= Mini_vendor=DEC Mini_model=VAX 4000-300 Workstations=Gateway 2000 Printers=IBM Other_HW=Campus-Wide network; Novell 3.12 network Compaq 486/66, 72MB RAM/8GB storage File server OP_System=VMS Network_OS=Novell Network_Rel=3.12 Dev_Sys_Vendor=BSR Package=Advance Package_descr=VAX/VMS 4.1 wpstd=MS-Word ssstd=Excel Interfaces=G/L SIS - Banner Satellite_DB=Events: MeetingTrak/Access Email_name=Pegasus Planned-giving=PG-Calc Rating_svc=Marts& Lundy phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=150,000 Alumni_recs=65,000 Lost=3,000 Dead= Gift_recs=26,710 Gift_dollars=11M Annual_bucks=3.5M CAE_date= As_of_date= Enrollment=10,000 Records_staff=6 Gift_proc_staff=6 Reports_staff= cross=yes Supervisory_staff=1 Total_staff=6 ASName= Mgr_title= Reports_to= Org_comments=Advancement Services reports directly to the VP for Advancement Advancement Services has 3 departments: Records; Information Services; Services Records is responsible for entering bio & gift records (1 supervisor: Records Supervisor; 5 data entry specialists; total 6) Information Services is responsible for all technical aspects & systems; (1 supervisor: Adv. Info. Services, Mgr; 2 programmers; 1 training/support; 1 tech support; 5 total) Services is responsible for financial services & human resources reports=combo Copy=yes format=Excel Spreadsheet comments=The staffing section should be structured to accomodate both a records department and a technical support staff; Text boxes could be bigger input_date=10/21/96 %% Institution=Villanova University Contact_Name=Jeff Beaachy Contact_Title=Manager of Computer Systems and Support Contact_Phone=(610)519-4565 Contact_fax=(610)519-7999 E-mail_adr=jbeachy@email.vill.edu Institution_type=College/University MF_vendor=Data General MF_Model=9500, 8500 Mini_vendor=none Mini_model= Workstations=486s Printers=HP LaserJet IIISi Other_HW= OP_System= Network_OS=Novell Network_Rel=3.12 Dev_Sys_Vendor=SCT Package=Banner Package_descr=2.0.5 wpstd=Word Perfect ssstd=quattro Interfaces=in process of university-wide conversion to integrated software (Banner) Satellite_DB=various departmental database, mainly using DataEase Email_name=other Planned-giving=PG-Calc Rating_svc=Grenzebach Glier phonathon=outside Telemarketing_sys=none Other-SW= Bio_recs=101,789 Alumni_recs=78,560 Lost=6,780 Dead=3,693 Gift_recs=22,064 Gift_dollars=18,050,753 Annual_bucks=2,861,799 CAE_date=05/31/96 As_of_date=10/12/96 Enrollment=10,012 Records_staff= Gift_proc_staff=2 Reports_staff=2 cross=yes Supervisory_staff=1 Total_staff=5 ASName=Administrative Services Mgr_title=Director Reports_to=Assistant VP for Development Org_comments=record maintenance is handled primarily by Office of Alumni Affairs reports=services format=Make Choice comments= input_date=10/12/96 %% Institution=University of Washington Contact_Name=Kai-Joachim Kamrath Contact_Title=Director, Alumni/Donor Info Systems Contact_Phone=(206) 685-1980 Contact_fax=(206) 685-8911 E-mail_adr=kamrath@u.washington.edu Institution_type=College/University MF_vendor=Other MF_Model=Unisys A16 Mini_vendor=IBM Mini_model=RS 6000 J30 & 39H Workstations=mostly PC's, some Macs Printers=high-speed laser Other_HW=main database still resides on mainframe. extract database resides on RS6000 OP_System=DMS (Unisys A16); AIX 4.x (RS6000s) Network_OS=Novell Network_Rel=3.12 Dev_Sys_Vendor=Other Package=Other Package_descr=home-grown system (GRS); migrating to Advance c/s wpstd=MS-Word ssstd=Excel Interfaces=student database (registrar); financial system (FIN) Satellite_DB=donor perfect; other home-grown Email_name=Pine Planned-giving=PG-Calc Rating_svc=grenzebach phonathon=in-house Telemarketing_sys=EDGE predictive=yes students=yes Other-SW= Bio_recs=~ 450,000 Alumni_recs= Lost= Dead= Gift_recs= Gift_dollars=$154 million Annual_bucks= CAE_date=06/30/96 As_of_date= Enrollment=~ 33,000 Records_staff=3 Gift_proc_staff=8.5 Reports_staff=4 cross=yes Supervisory_staff=3 Total_staff=16 ASName=Alumni/Donor Info Systems Mgr_title=Director Reports_to=Asst VP for Dev Org_comments= search=yes lockbox=yes reports=combo Copy=yes format=Excel Spreadsheet comments= input_date=10/23/96 %% Institution=Western Oregon State College Foundation Contact_Name=Jim Birken Contact_Title=Dir. of Fiscal Management Contact_Phone=(503) 838-8281 Contact_fax=(503) 838-8289 E-mail_adr=birkenj@redbaron.wosc.osshe.edu Institution_type=Foundation MF_vendor=Wang MF_Model=VS 5000 Mini_vendor=none Mini_model= Workstations=misc. 486 PC's, Wang Terminals Printers=Wang 600 lpm Other_HW= OP_System=Wang VS Network_OS=Other Network_Rel=Novell Dev_Sys_Vendor=Other Package=Other Package_descr=Abacus wpstd=MS-Word ssstd=quattro Interfaces=Lightspeed to connect Wang to Novell Network Satellite_DB=Alpha 5 Email_name=Pegasus Planned-giving=Cresendo Rating_svc= phonathon=in-house Telemarketing_sys=none students=yes Other-SW= Bio_recs=45,000 Alumni_recs=25,000 Lost=4,000 Dead=6,000 Gift_recs= Gift_dollars= Annual_bucks= CAE_date= As_of_date= Enrollment=4030 Records_staff=.4 Gift_proc_staff=.4 Reports_staff=.4 crossno=yes Supervisory_staff= Total_staff= ASName= Mgr_title= Reports_to= Org_comments= format=Make Choice comments= input_date=11/5/96 %% Institution=Williams College Contact_Name=Michael A. Reopell Contact_Title=Director, ADIS Contact_Phone=413-597-4154 Contact_fax=413-458-9808 E-mail_adr=Michael.A.Reopell@Williams.Edu Institution_type=College/University MF_vendor=DEC MF_Model=4600 VAX/2100 Alpha Mini_vendor=none Mini_model= Workstations=IBM PC's, VT 420's Printers=Printronix P6280L Bar_coding=yes Other_HW= OP_System=VMS V6.2 Network_OS=Novell Network_Rel= Dev_Sys_Vendor=BSR Package=Advance Package_descr=V4.0 wpstd=MS-Word ssstd=Excel Interfaces=From Registrar (SIS) Satellite_DB=FOCUS - College Archives Email_name=VMS Mail Planned-giving=PG-Calc Rating_svc= Telemarketing_sys=none Other-SW= Bio_recs=50,000 Alumni_recs=26,677 Lost=660 Dead=4,526 Gift_recs=14,913 Gift_dollars=$20.6 Million Annual_bucks=5.5 Million CAE_date=06/30/95 As_of_date= Enrollment=2,033 Records_staff=3 Gift_proc_staff=4 Reports_staff=3 crossno=yes Supervisory_staff=3 Total_staff=15 ASName=Alumni/Development Information Services Mgr_title=Director Reports_to=VP for Alumni Relations and Development Org_comments= reports=services Copy=yes format=Excel Spreadsheet comments= input_date=11/17/96 %% Institution=University of Wyoming Contact_Name=Linda Coffin Contact_Title=Manager, Information Systems Contact_Phone=307 766-3931 Contact_fax=307-766-4045 Email_adrs=lcoffin@uwyo.edu Institution_type=College/University MF_vendor=IBM MF_Model=9672 Mini_vendor=Other Mini_model=Pentiums Workstations=Gateway 486 & Pentium Printers=Line printers Other_HW=Mcrofiche, plotter, CD-ROM Reader, CD-ROM Write OP_System=MVS 4.3 Network_OS=Ethernet Network_Rel= Dev_Sys_Vendor=BSR Package=Advance Package_descr=IDMS now, moving to CS wpstd=MS-Word ssstd=Excel Interfaces= Satellite_DB=Paciolan Email_name=MS-Mail Planned-giving=PG-Calc Rating_svc= Other-SW= phonathon=in-house students=yes Phone purposes=fund-raising only Telemarketing_sys=none Other-Calling-info= Bio_recs=130,000 Alumni_recs=96,000 Lost= Dead= Gift_recs=15,000 Gift_dollars=9.3 million Annual_dollars=$562,000 CAE_date=01/31/97 As_of_date=06/30/96 Enrollment=11,300 Records_staff=3 Gift_proc_staff=2 Reports_staff=1 cross_train=no Supervisory_staff=2 Total_staff=7 ASName=Advancement Services/Alumni Assoc. Mgr_title=Director Reports_to=VP for Inst. Advancment DSOrg_comments=Those under Adv. Services maintain both bio and gift information. Reseach handles prospect tracking information. Alumni Assoc. does bio and membership. The reporting lines are muddled. ISOrg_comments= reports=services format=Excel Spreadsheet comments= input_date=03/11/97 %%