8B | Capt Mr. Who? How Bad Add/Sals Can Sink Your Stewardship

Wednesday, Sept. 27
4:00 - 5:00 PM

Sector
Suitable for any sector

Experience Level
Suitable for any level

Shop Size
Suitable for any size shop

Category
Acknowledgment

One badly addressed invitation mailing can scuttle the entire personalized stewardship plan your team so carefully crafted. Improper handling of hyphenated or differing last names can alienate a promising principal donor.

Does your institution suffer from repeated mailing list name edits, constituents complaining about the format of their mailings, or solicitors mistakenly calling prospects by the wrong name? Does anyone really know the difference between Title 1 and Title 2, Suffix 1 and Suffix 2? These could be signs of bad addressees and salutations. This session will provide you with the tools you need to make sense of those biographical fields and a template plan of attack to help you weather the storm of data integrity and mitigation. A standard suite for everyday usage is included.

Melody Allen McBeth

Melody Allen McBeth has over 20 years of advancement and development experience including volunteer management, event coordination, data services, and business intelligence architecture. She is published, being the author of the United States Uniformed Services Guide to Ranks. Since launching Highland Fundraising Solutions, LLC in 2010, she and her staff have helped numerous health care, arts, independent and higher-ed institutions find answers that fit their organizational needs for staff augmentation, data standardization, process refinement, and training. She is a Committee Chair with the, AASP and a recipient of their 2015 Volunteer of the Year Award.

Roxanne Globis

As a seasoned Advancement professional, Roxanne Globis, b-CRE-Pro has experience with constituent relationship management technology, strategy, and implementation for a wide range of complex organizations. She is a Senior Consultant at Highland Fundraising Solutions (HFRS) where she evaluates, implements, and empowers users to get the most out of the Raiser's Edge. Prior to joining HFRS, Roxanne was the Director of Alumni Affairs at Thomas Edison State University where she focused on the design, development, and delivery of cost-effective, high-performance technology solutions to meet challenging organizational demands. She is a member of AASP, CASE, APRA, and the Princeton Regional Chamber of Commerce Community Development Fund.