How Texas Children's Hospital Streamlined Their Fundraising Model
Like many large fundraising organizations, top-ranked pediatrics hospital Texas Children’s Hospital faced some challenges in managing their Raiser’s Edge (RE) prospect database. “We wanted to streamline the process of entering data into RE to make it easier and more efficient for our major gift officers – and we knew that doing this would allow us to capture more opportunities to engage with our donors in a meaningful way. We just needed help getting there,” says Stacey Cook, senior director of Development Services at Texas Children’s Hospital.
JCA helped by first pinpointing specific challenges. “Texas Children’s had plenty of prospects, but needed help tracking progress toward goals,” explains A. James Minehart, JCA Consultant. “They were struggling with their ‘moves management’ process and wanted to ensure they were giving prospects the right amount of attention, at the right time.”
In 2014, JCA built and implemented a robust series of RE user dashboards and custom reports for Texas Children’s, revealing data elements that were previously difficult to access and display. “Each member of the Office of Development team can now better track progress toward goals and identify prospects accurately in each stage of the moves management cycle,” says Minehart.
“With this prospect model in place, our whole team better understands how to enter data, pull reports, and manage other tasks to properly move prospects from one stage to another in the process,” says Cook. On an even larger scale, the Office of Development can determine the length of time a prospect is in a particular stage, calculate revenue received against revenue anticipated, and establish a quantified variance of prospect activities to identified goals.