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Volunteer Assignment
The Challengesolicitor
Many advancement officers depend heavily on the hard work of their volunteers in soliciting donations. A key to that success is carefully aligning the backgrounds, interests, and other characteristics of solicitor-volunteers with those of their targeted prospects.

In order to do that, advancement offices historically have been tied to requesting custom reports from overburdened IT staff or doing it themselves manually through Excel. This "cycle of pain" consumes untold hours, increases costs, and leads to across-the-board frustrations.

The Solution

ADVIZOR enables advancement officers to conduct real-time analysis of alumni volunteers and match that data against prospect populations, thereby enabling volunteers to self-select their solicitation lists based on common or mutually defined interests. This maximizes results by establishing volunteer-prospect affinities and reduces burnout and the "nag" factor.

The Result Using ADVIZOR, staff:

  • Reduced the time needed to create volunteer-prospect affinity lists from 10-20 hours per volunteer to 30 minutes per volunteer
  • Optimized their use of the volunteers
  • Increased volunteer satisfaction
  • Improved the likelihood of increased giving

Tableau Server

Predictive Analytics?

Fundraiser Solution Details

General Management
    Staff Performance
    Campaign Analysis
    Ad Hoc Reporting & Analysis
Leadership Giving
    Prospect Identification
    Prospect Management
Annual Giving
    Appeal/Email Targeting
    Volunteer Management
    Call Center Effectiveness
Member/Alumni Relations
    Events, Trips, and Clubs