Institutional Advancement & Donor Management

The advancement of education institutions is highly dependent on contributions by sponsors including companies, charities, individual alumni and alumni associations. These contributions may take the form of financial donations such as grants, gifts and pledges, as well as support for interns and co-operative (co-op) learning students. Educational sponsors are encouraged by ready access to documentation about an intuition’s achievements, rankings, plans, and ongoing programs. This information may be general or tailored to each sponsor’s interests, which creates challenges in managing and tracking the history of specific sponsor interactions. Sponsors may also attach conditions and special requirements to their donations which require internal dissemination to the recipients within intuitions, as well as tracking and reporting back to sponsors. Promotional information dissemination and event management for homecomings, reunions, alumni club events, continuing education programs, weekend seminars, and travel programs are also important activities.

ECM solutions from Open Text for institutional advancement & donor management deliver this functionality with the following components:

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, コンサルティングサービス, トレーニング and サポート tailored to meet your requirements.

 
 

Meet your Goals

Goal: Increased donations
Key Performance Indicator: Higher total value and improved annual growth rate

Goal: Improved donor satisfaction
Key Performance Indicator: Higher frequency of additional donations and/or larger follow-on donations

Goal: Improved campaigns
Key Performance Indicator: Higher campaign returns

 

 

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