Essential Components of Relationship Tracking Systems
APRA Virtual Seminar Replay
Register online or by mail or fax today!
Presenters: Cara Anderson Rosas; Audrey Geoffroy
Session Description
This presentation will define relationship tracking, its theory and practice at the University of Florida — one of the nation’s largest universities. The relationship tracking system coordinates the cultivation, solicitation and stewardship of the University’s constituents and enables development officers to manage individual caseloads and demonstrate their accountability. This system at UFF allows officers to create an online action plan for a prospect and to monitor progress through that plan.
The prospect management staff at the University is responsible for training all officers on the proper use of the relationship management system both in theory and its practice via the database and for the data integrity of all information entered by development staff into that database. To that end, weekly, monthly and quarterly reports are run to monitor prospect identification, cultivation and solicitation as well as track each development officer’s progress towards professional goals. The presenters will also discuss their theory of relationship tracking and how they implement it with their officers.
Speaker Biographies
Cara Anderson Rosas has been the assistant director of prospect tracking at the University of Florida Foundation since 2005. Prior to that, she served for two years as a research analyst for the UF Foundation. Cara has also worked as a fundraiser and grant-writer for non-profit organizations in New York City and Orlando. She received her undergraduate degree from Wesleyan University and her master’s degree the University of Florida.
Audrey Geoffroy serves as data analyst for the University of Florida Foundation, specializing in constituent analysis, segmenting, and modeling for all of the campus units as well as the annual fund. She is on the board of APRA Florida as technology director and serves as the organization’s webmaster. Audrey holds a bachelor’s degree in German language and literature from Washington University in Saint Louis and a master’s degree in education from Tulane University.