The Advancement Services Survey

This is the Survey originally developed by and for the Fund Services listserv. It contains a great deal of pertinent information about Advancement Services. For those of you who have prepared the survey prior to 1997, this survey adds a few new questions. For the most part though the changes reflect codifying certain fields to help assure the consistency of entry and therefore the ease of comparing the results.

At this time (i.e., 2002) this page is maintained more for historic/archival purposes. This survey is no longer accepting new data. Instead, I would point you to my Survey Site where I am gather much of this information in a series of surveys that summarize and display the data automatically. Thank you for your past participation!!!

FundSvcs Survey Web Input Form

Institution

City State or Province

Country Other Country

Contact Name Contact Title

Phone Number (include extension if applicable)

Fax Number E-mail address

Institution Type

* Hardware *

Mainframe Vendor Model Number(s)

Mini/server Vendor Model Number(s)

Workstations (i.e., what kinds of PC's, Mac's, terminals, etc.)

High-speed printers

Other information regarding hardware

* Software *

Operating System (i.e., for mainframe or mini)

Network OS Version/Release/other description

Development System Vendor Package Name

Development Package Version/Release/other description

What is your office Word Processing standard? MS-Word Word Perfect Lotus WordPro Other

What is your office Spreadsheet standard? MS-Excel Quattro Pro Lotus 1-2-3 Other

Software interfaces (e.g., from Registrar, to G/L, etc.)

Satellite databases (what packages & what areas?)

E-mail . . . Planned Giving software . . . Rating Services

Other information regarding software

* Phonathons & Alumni Calling Programs*

Are Phonathons done: Not done at our institution? in-house? by outside vendor? by a combination of in-house & outside?

For in-house calling; check if you use paid students? yes / no / N/A

Phonathon and calling center uses

In-house phonathon System

Do you use a predictive dialer? yes / no

Other information regarding calling.

* Demographics *

Number of biographic records on file (i.e. total records on database)

Number of alumni on file (all alumni) Lost alumni Deceased

Number of gifts processed last year

Total Giving last year (CAE's Total Voluntary Support) $'s; Annual Giving (unrestricted) $'s

CAE report effective date; . . "as of" date for other data (please use MM/DD/YY for dates)

Enrollment (total full & part-time students for College/Univ/IS)

* Staffing/Organization *

Personnel in: Bio Records Maintenance; Gifts processing; Reports processing

Are records and gifts personnel cross trained in data entry of bio & gift data? yes, they are. no, they are not.

How many supervisory people? How many total people in Advancement Services? Note space for clarifying comments below.

What is the Name of the area that these people work in (e.g. Development Services, Advancement Information Services, Records & Research, etc.) ?

What is the Title of the manager of this area (e.g., Manager, Director, etc.)

To whom does the area report (e.g., VP of Univ Rel., Dir of Development, etc.)

What is the number of personnel in Advancement (or related areas) that receive support and services from Advancement Services? Note space for clarifying comments below.

Any comments or clarification about staffing, organization or reporting relationships?

Any comments about the institutional Computer Services (IT/MIS/IS/??) support for Development Services?

* Miscellaneous *

Do you use a search service? yes / no.

Do you scan documents and have an image retrieval system? yes / no.

Do you use bar codes (other than post-net bar codes on mailings) on remittance advices to speed gift and pledge data entry? yes / no.

Do you use a lock box for incoming gifts? yes / no.

Who runs Development/Alumni reports? Development Svcs; Computer Ops; Combination

If you would like a copy of the completed survey (and periodic updates) after it is updated with your input, what format would you like it in?

Any comments about this form or any other items that you would like me to include?


Return to the top of the survey.

Obtain Survey Compilations and Summaries

Return to R I Arlington Survey Page

The survey has not been updated in nearly 5 years. It took a tremendous amount of manual effort to transcribe the input, which was basically in a text e-mail format, into Excel or Access. As mentioned above, I would direct you to my Survey Site where I am gather much of this information in a series of surveys that summarize and display the data automatically.

Last updated October 2002