Texas A&M Foundation: Data Driven Decision Making

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This presentation covers the last two years of progress as the Texas A&M Foundation has improved portfolio management and data presentation to drive organizational success. Accomplished through a new portfolio process and customer relationship platform (CRM), our research team now uses our internal data to inform and enable decision making ranging from the individual fundraiser and their engagements to the executive level for long term planning. This has enabled three research analysts to support a development staff of over 100 which resulted in an annual fundraising total of $297 million* with $149 million** pipelined in advance of the following fiscal year. Our research team will discuss a brief history of where we were, the tools used, key challenges overcome, and a dive into how we use data to enable our organizations success. Specifically, we will present each of the four levels of dashboards to support the daily fundraising efforts of our development staff, their leaders in managing teams, our vice presidents in resourcing their teams and predicting future challenges, and organizational management as a whole at the executive level. We look forward to engaging with the community on these common challenges we all face and how data and information systems can enable small teams to have tremendous impact. *not representative of the total annual fundraising of the organization **pipeline is not representative of total planning, but as a subset representing already input expectations on future gifts

Andrew Howerton

Manager of Prospect Research & Analysis

Texas A&M Foundation

Andrew, has led a life of service and philanthropy, leaving an impact on both the military and charitable sectors. Born and raised with a sense of duty, Andrew’s experience spans from serving in the Army as an intelligence officer to supporting philanthropic endeavors at the Texas A&M Foundation.

During his time as an intelligence officer, Andrew demonstrated strategic thinking, problem-solving abilities, and a keen eye for gathering and analyzing critical information. Leveraging nearly a decade of analytical and tactical experience as a company commander, battalion intelligence officer, and Army instructor he now supports multiple academic units and their development officers, facilitating the growth of charitable initiatives. 

Mattie Snell

Manager of Portfolio Strategy

Texas A&M Foundation

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Texas A&M Foundation: Data Driven Decision Making
Recorded 08/28/2023  |  60 minutes
Recorded 08/28/2023  |  60 minutes This presentation covers the last two years of progress as the Texas A&M Foundation has improved portfolio management and data presentation to drive organizational success. Accomplished through a new portfolio process and customer relationship platform (CRM), our research team now uses our internal data to inform and enable decision making ranging from the individual fundraiser and their engagements to the executive level for long term planning. This has enabled three research analysts to support a development staff of over 100 which resulted in an annual fundraising total of $297 million* with $149 million** pipelined in advance of the following fiscal year. Our research team will discuss a brief history of where we were, the tools used, key challenges overcome, and a dive into how we use data to enable our organizations success. Specifically, we will present each of the four levels of dashboards to support the daily fundraising efforts of our development staff, their leaders in managing teams, our vice presidents in resourcing their teams and predicting future challenges, and organizational management as a whole at the executive level. We look forward to engaging with the community on these common challenges we all face and how data and information systems can enable small teams to have tremendous impact. *not representative of the total annual fundraising of the organization **pipeline is not representative of total planning, but as a subset representing already input expectations on future gifts
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