Session 7A - The Creating Optimal Records Everywhere ('CORE') Campaign

Tuesday, October 1st, 2013

2:40 p.m. - 3:40 p.m.

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The Creating Optimal Records Everywhere ("CORE") campaign is an organization-wide internal stewardship campaign that was creatively developed using donor-centered principles to reimagine our constituent database.  This non-technical presentation features 3 members of the development team, (representing Stewardship, Operations Services and Information Systems) that will speak to the inter-departmental collaboration that successfully identified shared goals and leveraged resources for multiple departments to provide effective and meaningful donor relations.  Session attendees will be able to identify strategies to implement a similar internal stewardship campaign (or elements of it) to create a culture of donor-centered data integrity at their organization.  Attendees will also be presented with tools to develop a strategic approach to improving donor data clean up, measurement and ongoing maintenance at their organization. This presentation is not technical in nature, and the concepts shared could be applied to a variety of databases and sectors. 

Expertise Level: Midlevel (2-5 years), Experienced (5+ years)
Shop Size: Medium Shop (6-10 staff), Large Shop (11+ staff)
Subject Focus:

Speaker Bio:
Ann Marie Halsey
Anne Marie Halsey joined Children's National Medical Center in 2011, and is responsible for the Foundation's policies and procedures, risk assessment, gift agreements and Special Purpose Funds. Previously, Anne served as Manager of Donor Relations at the Smithsonian, where she provided pan-institutional donor relations and stewardship for special projects, major donors and the Smithsonian National Board. Anne¿s eleven years at the Smithsonian included service on the operations and advancement teams. Prior to the Smithsonian, Anne provided research services to immigration attorneys and other non-profits. Anne is a Board member of the Association of Donor Relations Professionals (ADRP), serves as Vice Chair of the Member Experience Committee and a member of the Governance Committee. She is a member of ADRP, AASP, CASE, and AHP. Anne has a MS in Justice, Law and Society from American University, and a BA in Law and Society from Hood College.

Speaker Bio: Melody Allen McBeth
Melody earned her B.A. in English in 2008. Within months of receiving her degree, Melody was appointed Director of Advancement Services at the Mercersburg Academy. Melody built a reputation for running a clean Raiser's Edge database, a tight team, and a comprehensive suite of standard user-friendly Crystal Reports. In 2010 she started her own consulting firm where she specialized in fundraising process audits. Through her firm, Highland Fundraising Solutions, she even served as an Interim Director for two clients at the same time. In March of 2013 she was selected as the Director of Information Systems and Services at the Foundation for Children's National Medical Center in Washington, DC. She was specifically sought out to head the CORE Campaign: a concentrated data integrity and platform integration project. Prior to paid fundraising operations, Melody spent years working in the sales, hospitality, and healthcare industries, homeschooling her children, teaching self-defense, and coaching Jaycee chapters. After a military legacy of moving 36 times in her life, Melody now lives in PA and MD with her husband, Sam.

Speaker Bio: Shomari White
Shomari White is currently the Associate Vice President of Foundation Business Operations for Children's Hospital Foundation in Washington, DC where he oversees prospect research, information systems, gift processing, financial reporting, quality assurance and compliance and human resources. He is also responsible for overall management and oversight of the Foundation $30M budget. Prior to his arrival to Children's, Shomari spent 7 years at Verizon where we he served in several senior management roles in finance and data reconciliation, and won numerous management awards for leading the top sales and service call centers in the Verizon Potomac region. At Children's Hospital Foundation, Shomari has not only built the infrastructure to support the organization's successful $500M Transforming Children's Health Campaign, he has also served as acting director of donor development responsible for the management of direct mail, special events, and corporate fundraising. Shomari has a bachelor's degree in business management from Howard University, and an MBA from the University of Maryland University College, Graduate School of Management and Technology.