What Advancement Services Does

The Advancement Services team is dedicated to supporting our colleagues throughout the UT system in their fundraising and constituent engagement efforts.

Michael Carter
Assistant Vice President of Advancement Services
(865) 974-7781
mcarter@utfi.org

User Services

  • Training
    • New Employee ANDI Introduction
    • Monthly Training Sessions (Group)
    • Ad-hoc Training (Online or In-Person)
    • Videos
  • Hardware/Software Support
    • Information Security
    • Equipment Checkout and Inventory
    • PC/tablet Maintenance
  • Ad-hoc Reporting
  • Report Scheduling
  • Documentation
  • Application/Process Analysis, Design, Testing, and Implementation
  • Data Loads of Events, Student Activities, Biographic Information, Etc.
  • Data Maintenance
  • Advancement Services Help Desk
  • ANDI User Security, Access, and Application Support
  • System Enhancements Using Advance Config Utility
  • Vendor support
  • Forms Maintenance

Business Intelligence

  • Predictive Modelling/Data Mining
    • prospect scoring models
    • annual giving scoring model
    • Email Engagement scoring model
    • Alumni engagement model
    • Custom models
  • Data Analysis
    • Fundraising forecasting
    • Donor/alumni participation trends
    • Ad hoc requests
  • Data Appends/Data Maintenance
    • Contact information (address, phone numbers, e-mails, social media handles)
    • Deceased status
    • Alumni and volunteer activities, events, awards, and committees
    • Student organization involvement
    • Employment information (job title, company, field of work)
    • Other philanthropic giving data
    • Interests
  • Microsoft Power BI Dashboards
    • Staff Metrics
    • Prospect Mapping
    • Gift Maintenance
    • Demo/Bio Maintenance
    • Matching Gifts
    • Custom Dashboards
  • Monthly, Quarterly, Annual Fundraising Progress Reports
  • Application/New Process Analysis Design/testing/Implementation

Online Engagement

  • Online Giving
    • Customized Giving Forms
    • Days/Weeks of Giving
    • Crowdfunding
    • Personalized URLs
    • Pledge Payments
  • Stewardship
    • Pledge Reminders
    • Birthday Greetings
    • Receipting
  • Visual Design
    • Mobile-Friendly Websites
    • Mobile-Friendly Email Templates
    • Custom Page Layouts
    • Photo Editing
    • Data Visualizations
    • WordPress Site Builds
  • Data Collection
    • Demo/Bio Updates Via Online Forms
    • Online Engagement Data Tracking
  • Website Content Management
  • Event Management
  • Social Networks
  • Email Marketing
  • Data Connection with ANDI
  • Application/New Process Analysis Design/testing/Implementation
  • Online Engagement Strategy
  • Writing, Editing, and Quality Control
  • IModules Administration/Support
  • Reporting

Prospect Management and Research

  • Endowment Accounts/Account Requests
  • Gift Agreements
  • Donor/Foundation Research
  • Prospect Identification
  • Wealth Screening
  • Manage RGSF
  • Principal Gift Strategy
  • Prospect/Portfolio Management
  • Application/New Process Analysis Design/testing/Implementation
  • Prospect Research
  • Donor Profiles
  • Reporting

Enterprise Systems

  • Application Server Support
  • Application Development
  • CRM Maintenance
  • Report Programming
  • Application Interfaces
  • Data Maintenance
  • Appeals Maintenance
  • Report Scheduling

Alumni and Donor Records

  • Data Maintenance:
    • Demo/Bio ANDI Updates
    • Data Integrity Reports
    • Demo/Bio Data Loader
    • Pledge Loader
    • Deceasing
    • New Records
    • Direct Deposits (not through ANDI)
    • E-Receipts
    • iModules Demo-Bio Connector
    • In Honor of Cards/Memorial Cards
    • IRIS Deposit
    • Obituaries
    • Print Receipts
    • Vendor Appends
  • Gift Entry/Maintenance:
    • ACH process
    • Allocations
    • Athletics
    • Donor Advised Funds
    • Deposit by Others
    • Electronic Funds Transfer
    • Gifts-in-Kind
    • Grants
    • VIP Gifts
    • IRA
    • Matching Gifts
    • Online Connector (Pledge and Gifts)
    • Payroll Deduction
    • Planned Giving
    • Pledge Reminders (Multi-Campus)
    • Pledge Write-offs
    • Recurring Credit Cards
    • Returned Checks
    • Stocks
    • Telefund
    • Gift Transmittal Forms
    • WUOT donations
    • WUTC gifts
    • Mobile Payments (events)
    • Auctions
  • Other:
    • PCI Compliance
    • Policies & Procedures
    • Application/New Process Analysis Design/testing/Implementation
    • Reconciliation of Revolving account
    • Reconciliation of RGSF accounts (IRIS)
    • Document Management

NEWS