REPORTING STANDARDS FOR OPTIONAL SECTION 2B ADVANCEMENT INVESTMENT
These advancement functions, and the expenditures made to fulfill them, occur within sets of organizational frameworks, legal entities, program structures, and names that vary from institution to institution. As a result, completing this survey may require the collection of data from beyond the centralized advancement unit at your institution.
Advancement Expenditures and FTEs: These correspond to the rows in Question I and Question II in Section 2b. The columns A‐F are covered in the next section. Question I: This question is about financial expenditures. (Staff FTEs are reported in Question II.)
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); printing and duplicating, both in‐house and contracted; travel including transportation, tolls, mileage, parking fees, lodging, meals, conference fees and incidentals; meeting and entertainment costs; professional fees and honoraria for fund‐raising counsel, commercial fundraisers, consultants, wealth screening, attorneys, realtors, escrow agencies, writers, designers, advertising and public relations agencies, and the like; general office supplies, equipment and software valued at under $5,000; subscriptions and memberships; and
4. Capital Expenditures: (Equipment and Software Valued at $5,000 or More)
These expenditures may be amortized over a three‐year period. Expenditures to be included: • Specialized equipment and software supporting the functional activities of Advancement; i.e., calling systems, donor management software (BSR, Raisers Edge, Donor Perfect), planned giving software (Crescendo Gift Legacy), public relations software (Kintera, RSS), including licensing and technical support for implementation and upgrades. Expenditures to be excluded: • Renovations, alterations or improvements to office space • standard office equipment found in any well‐furnished administrative office – tables, desks, chairs, lamps, and the like.
5. Total Expenditures:
This row auto‐totals on the online survey and is the sum of rows 1‐4.
Question II. This question is about FTEs. (Salaries and benefits are reported in Question I.)
6. Advancement Staff FTEs:
Using the functional categories you used for expenditures, report FTEs here. You can use up to two decimal places to report personnel distribution. For example, if you have 4 full‐time and 3 half‐time staff working in a functional area, you would enter 5.50. The time of a single employee may be distributed over more than one functional area. Only include staff who receive W‐2s. Report the expenditures for outside counsel under expenditures in row 3 of Question I, but do not report these individuals as staff in Question II or as part of salaries in Question I.
Advancement Functions: These correspond to the columns in Question I and Question II in Section 2b. (The rows 1‐6, corresponding to types of expenditures and FTEs, are covered above.)
A. Fundraising / Development
The primary purpose of this activity is to secure philanthropic gifts in support of the institution. Advancement units included under this section should include (where present at an institution) the annual fund, major/principal gifts, planned giving, corporate and foundation relations, central development, college‐based development, and educational fundraising campaign management. The fundraising costs to be reported include those incurred by central
development, campaigns, institutionally related foundations, academic units, athletic ...