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  Developing a Tracking System More With Less

Contributed by ...
James Minehart, Director of Advancement Services, Lewis & Clark College
Email AddressJames Minehart is the Director of Advancement Services at Lewis & Clark College in Portland, Oregon, where he provides strategic leadership and long-range short-term planning for the areas of gift processing, database integrity, prospect management, reporting, data analysis, and system enhancements. James' efforts to restore credibility in the database, to enhance the functionality of the alumni/development system, and to enable the end-user to access information has resulted in a two-year, three-phase database action plan. He has been working in the nonprofit sector since 1997.

Supportingadvancement.com Gift Acceptance -
Should I Accept This Gift?
Supportingadvancement.com Measuring - Developing a Tracking System
Supportingadvancement.com Planning - Presentation on Creating an Action Plan. Two spreadsheet samples of plan: Action Plan, Action Plan Worksheet.
Supportingadvancement.com Policies & Procedures -
Policies and Procedures - Your Game Plan.
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