Advancement Services Organization Survey

(November 1998) At a 1998 CASE Summer Institute in Advancement Services, there was interest expressed in some key statistics about Advancement Services. Plus there is the ever present question of "what do we call this organizational unit." Jon Lindsey of Baylor and I used this for a Case On-Line seminar topic on "Overview of Advancement Services," in the Fall of 1998. Key Points:

The survey will be done at this web site. As there is no need for confidentiality, as with the Salary Survey, all information will be summarized here.
The survey focuses on gathering the type of data that will be useful for comparing your operation to that of others.
The form below will be used for gathering basic information.
Click here for generic example organization charts.
Click here for actual charts that I have received as responses from your colleagues.
I would WELCOME copies of YOUR organization chart to post at the site as well. You may e-mail the chart to me. You can embed the chart in any format in a Word or WordPerfect document, or send me the chart in Powerpoint, Freelance, ABC Flowcharter, or MS Organization Chart formats.Or you may fax the chart to me at (610) 647-8168. The actual e-mail address is OrgChart@riarlington.com
I will run the survey periodically; results from this pass will be summarized by December 4.

Advancement Services Organization Survey

Institution Name:   State/Province:

Country            Institution Type

Contact Name         Contact Title

Contact E-mail Address

Key Statistics & Background Data: (Enter as applicable to your institution.)

Enrollment          Beds         Inst. Budget

Advancement Software Package (vendor, package, and version)

Total Number of Records on Advancement Database

# of Alumni # of Alumni with Good Addresses

# of Lost         # of Deceased    # of "Do Not Solicit"

# of Gifts Processed Annually      # of New Pledges Annually

Advancement Services Organization:

What do you call this organizational unit? Some use Advancement Services, some Development Services, or Records & Research, or ..........

What is the title of the head of your Advancement Services organization?

VP Director Asst Director Manager Supervisor

Other :     Please check here if there is not a separate head of A/S (i.e., if service personnel report directly to fund-raisers.)

How many total full-time personnel in the Adv/Svc unit?

How many student or part-time workers?

What Functions are included in your Advancement Services Organization? (Please check the appropriate boxes & indicate the number of staff in that area.)

Gift Recording              # of Staff             Bio Records     # of Staff

Gift Acknowledgmt     # of Staff             Files                   # of Staff

Info Systems                  # of Staff           Reporting        # of Staff

Research                        # of Staff             Events Mgmt # of Staff

Budgeting                      # of Staff             Personnel        # of Staff

Other (describe)

What is the general title of managers or supervisors for the areas above who report to the head of Advancement Services? VP Director Asst Director Manager Supervisor

Other : Check here if this is not applicable.

Please provide any additional or clarifying comments regarding specific unit responsibilities or other information. Thanks!

Recognizing the difficulty of explaining an Advancement Services organization in words, please provide a copy of your organization chart as described in the instructions above. Thank you.

Once you are done, review all of your input on this screen. Clicking the submit button will show you a form of all of your input, BUT by the time you get to that page, your input has been submitted and when you return to this page the survey is reset.

Thank you very much for your input.

If you have any questions or comments about the survey, you may e-mail: Charlie Hunsaker All you have to do is click on my name to send me a message.

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Updated November 30, 1998