The demand for more gift dollars is significant. Pledges have grown 68% since 1996, from $185 to $310 million annually. Gift support provides both operating capital and venture capital leverage for the University.
The supporting IT infrastructure has an aging technological base with tools developed in the 1980s. IDB and the Gifts system lack multi-dimensional and historical data. These systems cannot sufficiently support staff efforts to manage complex donor/alumni relationships and expectations, and the changing complexities of gift accounting, including pledge receivables. The current system configuration features an inadequate database structure, data flow and system integration.
Scope
The Advancement Project scope is to define and implement the self-service tools, data, supporting policies and procedures that will enable the University of Pennsylvania to significantly increase fundraising and support alumni, donor and membership programs. The proposed scope includes:
Biographic/Demographic Information Management
Corporate & Foundation Relations Management
Account/Fund Management
Gift & Pledge Receivables Processing
Planned Giving
Campaign Management
Project & Proposal Management
Prospect Management
Voluneer Management
Contact Center Management
Online Communities
Communication Management
Stewardship Management
Events Management
Membership Management
Workflow, Alerts, Reminders, Calendars
Document Management
Reporting
Training
The scope includes system installation, conversion of existing data and shadow data, interfaces, help functions and procedures, training, implementation of reporting tools, and conversion and creation of standard reports. The Advancement system must integrate with existing administrative systems and data stores, including the Business Enterprise Network (BEN), PennERA, SRS, Admissions, Ticketing, and WXPN.
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