Advanced Fundraising Reporting

Three years into revolutionizing their annual fundraising goal-setting process, Syracuse needed a way to produce solicitation data for all schools, colleges and central units in a timely fashion that didn’t unnecessarily drain personnel resources in the midst of a campaign and global pandemic. Further, senior leadership needed a pragmatic lens by which to view planned work and its likelihood of success, and managers needed comprehensive reports to view their frontline fundraisers’ activity. Join Syracuse University’s Assistant Director of Prospect Management and Assistant Director of Data Analytics to learn how they built a suite of Tableau dashboards that provides detailed insights into the university’s fundraising pipeline and optimizes individual and team portfolio management.

Katie Pierce

Director of Fundraising Intelligence & Analytics

Syracuse University

Katie Pierce has a B.A. in Physics from Hamilton College and is currently in the Applied Data Science M.S. program at Syracuse University.  She is the Assistant Director of Data Analytics in the office of Prospect Development and Analytics at Syracuse University where she develops analytic tools for pipeline analysis, forecasting, predictive analysis and data visualization reporting for both senior leadership and school/unit officers.

Lindsay Scheuer

Director of Prospect Management & Performance

Syracuse University

Lindsay Scheuer joined Syracuse University's Prospect Development & Analytics team in 2017, having previously worked in relationship management roles in secondary education and professional theater. She leads a team that directly supports advancement operations through strategic planning, goal setting, prospect pool development, and portfolio review.

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Advanced Fundraising Reporting
Recorded 08/31/2022
Recorded 08/31/2022 Three years into revolutionizing their annual fundraising goal-setting process, Syracuse needed a way to produce solicitation data for all schools, colleges and central units in a timely fashion that didn’t unnecessarily drain personnel resources in the midst of a campaign and global pandemic. Further, senior leadership needed a pragmatic lens by which to view planned work and its likelihood of success, and managers needed comprehensive reports to view their frontline fundraisers’ activity. Join Syracuse University’s Assistant Director of Prospect Management and Assistant Director of Data Analytics to learn how they built a suite of Tableau dashboards that provides detailed insights into the university’s fundraising pipeline and optimizes individual and team portfolio management.