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The Role of GIS in Institutional Advancement

The Role of GIS in Institutional Advancement. Cynthia May MGIS Graduate Assistant Professor of GIS Northland College Ashland, Wisconsin. Common missions of institutional advancement. Expand institution’s financial resources Identify funding opportunities

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The Role of GIS in Institutional Advancement

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  1. The Role of GIS in Institutional Advancement Cynthia May MGIS Graduate Assistant Professor of GIS Northland College Ashland, Wisconsin

  2. Common missions of institutional advancement • Expand institution’s financial resources • Identify funding opportunities • Develop external relationships so new sources of revenue are secured

  3. Objectives • Understand whether institutional advancement (IA) offices are using GIS to support their fundraising efforts. • Identify which GIS software programs IA use and how. • Learn which specific activities IA use GIS for. • Understand whether IA staff feel that GIS is important and has been effective in their work. • Identify how best to assist Northland College’s IA office in starting to use GIS.

  4. Common methods of fundraising • Identify individuals capable of a charitable gift • Qualify an individual’s charitable intent in relationship to the needs and mission of the institution • Maintain and continue a history of charitable giving

  5. Geography of philanthropy • Nature of charitable behavior is complex • Need to better understand donors • Become more knowledgeable about social, economic & geographic environment of donors • Geopsychodemographic research WI example - Directions Magazine - Nov. 1999

  6. Applying GIS in fundraising • Geocode every address at the most refined level • Create donor and/or non-donor profiles from secondary data linked to the geography from which the donor comes • Identify geography that contains individuals similar to those who match the donor profile

  7. Understand whether IA offices are using GIS to support their fundraising efforts. Objective 1

  8. Web questionnaire • Invitation sent to several UW system Advancement Offices • Invitation issued on listserv for the Association of Institutional Researchers • http://www.ncfaculty.net/cmay/questionnaire.html • Results • Sample size – 36 replies out of 140 (25%) • Survey still available for more responses

  9. Using GIS in IA

  10. One sample reply…

  11. Number of responses to GIS survey

  12. Number using GIS in IA

  13. How long GIS has been used in IA

  14. Identify which GIS software programs IA use and how. Objective 2

  15. GIS software

  16. Database management

  17. Calculate routes Perform call planning Plan trips Create territories & regions Create & provide reports from maps Create graphs and charts ESRI - BusinessMAP 4.5

  18. Microsoft - MapPoint 2006 • Find addresses • Plan trips • Turn data into maps • Import data and contact information • Customize maps • Use Real-Time GPS support

  19. MapPointdata mapping wizard

  20. Map Types

  21. Connect Map to Windows Live Local & GPS

  22. Another option: ESRI - StreetMap USA • Comes with ArcGIS Desktop package • Map document & complete dataset • Find addresses anywhere on a street network • Perform simple point-to-point or optimized routing across nationwide street networks

  23. Point to point routing Interactively or batch geocode

  24. Learn which specific activities IA use GIS for. Objective 3

  25. GIS activities

  26. Challenges facing IA use of GIS

  27. Sample donor database

  28. Understand whether IA staff feel that using GIS is important and has been effective in their work. Objective 4

  29. Identify how best to assist Northland College’s IA office to start using GIS. Objective 5

  30. A Plan • Identify type of database used in IA • Standardize database attributes for compatibility with GIS query functions • Download ArcGIS software and dataset • Provide one-on-one training with tutorials so IA staff can get started using GIS • Train IA staff how to use GPS in conjunction with MapPoint software

  31. Training options • BusinessMAP • No ESRI virtual campus course; ESRI online support forum; special customer training • MapPoint 2006 • Software instruction manual is user-friendly; explains everything the software can do • StreetMap USA

  32. Conclusions

  33. Conclusions • There doesn’t appear to be any enterprise-wide GIS systems used in institutional advancement. Most IA are just starting to use GIS. IA offices currently using GIS are in the minority. • GIS programs most often chosen for use in Advancement are ESRI’s ArcGIS/ArcView, BusinessMap, and Microsoft’s MapPoint.

  34. Conclusions • IA use GIS primarily to analyze data, create maps and graphs, and plan business travel. A few use GIS for data management; most use MS Access and Excel for their databases. • A majority of IA feel maps and geographically-referenced data are important in their work, GIS has been effective in supporting their work, and that GIS technology will play an important part in their IA research in the future.

  35. Conclusions • Working first-hand with Northland College’s IA staff will enable a better understanding of how GIS can best be used to support Advancement’s mission. • Training IA staff how to use GIS software will be an important priority.

  36. Questions? Thank you for your attention.

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