构建创新工具 由平均复杂性管理员提供.ppsx

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1、Building Innovative Tools by the Average Complexity AdministratorQuinn PhillipsAlbion CollegeAshlin TabiadonAlbion CollegeWORKING HARD IS IMPORTANT,BUT THERE IS SOMETHING THAT MATTERS EVEN MORE.BELIEVING IN YOURSELF HARRY POTTERThis presentation is presented by:Quinn Phillips and Ashlin TabiadonAlbi

2、on CollegeBuilding Innovative Tools by the Average Complexity Administrator Our Gift Documentation ProblemQuestionsWhat is workflow&how I used it?Gift Documentation ExampleCrickets of the Grants divisionApplication and how it applies to grantsResourcesAgendaQuinn PhillipsAssociate Director of Advanc

3、ement Finance,Data,and TechnologyAlbion Collegeqphillipsalbion.eduAshlin Tabiadon,17Lead Advancement Finance SpecialistAlbion Collegeatabiadonalbion.eduOur Gift Documentation ProblemGift Officer needs to know if his donor needs a gift agreement or a letter of intent for RST GiftBusiness Office needs

4、 copy of gift agreement for Donor:A11111Where are we with the XYZ Gift?Do we have the funding amount?Do we have a gift agreement signed?Where do we stand on the Briton Scholarship initiative?Where are we with the XYZ Gift?Do we have the funding amount?Do we have a gift agreement signed?Missing depar

5、tment signature on gift agreementStudent thank you letters went out,but we havent awarded anything yet?Why?Donor said they gave their last payment on the EFG fund,and wanted to know when it will be awarded.The John Doe scholarship wasnt awarded this year,no one knew it was fully funded.Athletics dep

6、artment needs to raise funds for a field trip,and they have a donor willing to fund it all,need a gift agreement?Where are we with the XYZ Gift?Do we have the funding amount?Do we have a gift agreement signed?Financial Aid needs an update on this scholarship,but we dont even have a give agreement.Mi