Donor Management

Client: Bauer College of Business, University of Houston:

Project: Donor Management

Challenge:
The Bauer College of Business had just hired a new Dean.  One of the main issues brought to his attention by board members and substantial donors was the lack of reporting around their giving.  Broad Oaks was brought in to develop a better understanding of the stewardship process, implement best-practices around donor management, and improve processes.

Approach and Results:
We worked on donor management for a diverse range of donor relationships including: giving, attending sporting events, scholarship process, major gifts, and more. Our in-depth process included:

  • Evaluating the major gift donor experience
  • Developing and implementing a donor stewardship processes
  • Coaching and development for the Development Officers
  • Reviewing college business plan
  • Building a strategic plan for Wolff Center for Entrepreneurship
  • Building a Case for Support to effectively communicate the Bauer College of Business’s Strategic Plan

Testimonial:
“Angela’s background in finance and development helped craft a strategic donor, alumni, and volunteer engagement strategy with the Bauer College of Business at a critical time of change for the college. Her work with a new dean and young development team helped shape strategy for years to come.”
– Russell Dunlavy, Assistant Vice President, University Development, University of Houston