Alumni Relations & Development

ARD Team

Business Processes + Salesforce Usage

• Engagement Monitoring - Track involvement in mentoring and other programming.

• Event Management - Track expected and actual attendance at events.

  • Campaign

  • Contact

  • Event + Session + Session Attendee

• Fundraising - Acquire monetary gifts for scholarships, travel, and other resources. Reconcile payments.

  • Activity

  • Contact

  • Giving Levels

  • Opportunity

  • Organization

  • Payment

  • Scholarship + Scholarship Awarded

• Prospecting - Build a knowledge base of information about alumni and perspective donors.

  • Activity

  • Biography + Biography Classification Lookup

  • Campaign

  • Contact

  • Education

  • Employment

  • Giving Levels

  • Opportunity

  • Organization

• Reporting - See data on an aggregate level.

  • Dashboard

  • Report

Goals

• Raise $5.5 million for scholarships

• Have 2,300 unique donors

• Increase alumni engagement and donor stewardship

Fundraising Campaigns

• Imagine New Heights (University of Utah)

• 1917-Minute Challenge (Eccles School)

ARD coordinates with the University of Utah Development Office. The central office is using Ellucian CRM Advance now but will migrate to Salesforce (known as Unite) in late 2020 or early 2021. They plan to use Salesforce Marketing Cloud (versus Pardot), as well. Paul Majnik is the main point of contact for the migration.

UPDATED: 4/15/2021 (RACHEL OSTERMAN)