Data Integrity Process List

	Functional Area	Name	Description	Responsible	Responsible Title	Documentation	CADENCE Process Name	Type (Online / Batch / Manual)	Schedule
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1	Central Donor Relations	Financial Aid Recipients Load	Loading of students receiving private scholarships	Chandler Abrams	Manager of Stewardship Reporting		SIS Financial Aid process	Batch	BI-Monthly
2	Central Donor Relations	Stewardship Recipients- Deceased	Deceased Fund Contacts tab in Circle of Gratitude	Chandler Abrams	Manager of Stewardship Reporting			Manual	Bi-weekly
3	Central Donor Relations	Stewardship Recipients- New	Updates using information in emails from Debbie Towery	Chandler Abrams	Manager of Stewardship Reporting			Manual	as needed
4	Central Donor Relations	Organization Stewardship Recipients		Chandler Abrams	Manager of Stewardship Reporting			Manual	as needed
5	Central Donor Relations	Cumulative Giving Society Members- Deceased	Marking CGS Members who are deceased	Savannah Bowman	Associate Director of Strategic Initatives		Smart Query: Donor Relations - Cumulative Giving Society Clean-Up of Deceased	Manual	Bi-weekly
6	Central Donor Relations	Cumulative Giving Society Members- New	TBD Induction Process	Savannah Bowman	Associate Director of Strategic Initatives			Manual	TBD
7	Central Donor Relations	Endowed Chairs	Word of mouth	Chandler Abrams	Manager of Stewardship Reporting			Manual	as needed
8	Central Donor Relations	Professorship Recipients	Word of mouth	Chandler Abrams	Manager of Stewardship Reporting			Manual	as needed
9	Central Donor Relations	Fund Manager	TBD	Chandler Abrams	Manager of Stewardship Reporting			Batch	TBD
10	Central Donor Relations	President's Holiday Card List	TBD	Savannah Bowman	Associate Director of Strategic Initatives		Direct Marketing Effort	Batch/Manual	October
11	Central Donor Relations	Vice President Birthday Card List		Chandler Abrams	Manager of Stewardship Reporting		Smart Query: Donor Relations - VP Birthday List		Monthly
12	Central Donor Relations	Payouts	Endowment Payouts from Jenna Smith; Annual Allocations from Debbie Towery	Savannah Bowman	Associate Director of Strategic Initatives			Batch	Aug or Sept
13	Central Donor Relations	Endowment Statements in Papersave	Send bulk load spreadsheet to Advancement Services	Chandler Abrams	Manager of Stewardship Reporting			Batch	January
14	Central Donor Relations	Fund Codes	Get list of fund codes from Scholarship Office	Savannah Bowman	Associate Director of Strategic Initatives			Manual	Monthly
15	Central Donor Relations	Student Profiles?	TBD	Chandler Abrams	Manager of Stewardship Reporting				TBD
16	Gift Management
17	Gift Management
18	Records Management	Duplicates Clean Up	Reconciliation of potential duplicate constituent records	Dana Lee			Duplicate Compare		Bi-Monthly
19	Records Management	Current Parent/Student Linking	Create a student relationship on Parents records	Dana Lee			Smart Query: Data Cleanup	Query	Bi-Annually
20	Records Management	IPTAY Account Changes Tracking	Wesley Cribb sends weekly changes, RM uses documented process to correct in CADENCE	Dana Lee				Manual	Weekly
21	Records Management	Constituent Origin Clean Up	Constituent Origin additions to records without one	Dana Lee			Smart Query:	Query	Daily
22	Records Management	Human Resource Database/CADENCE Reconciliation	Reconciliation of employee information in HR db with the employee corresponding CADENCE records	Dana Lee				Batch/Manual	Bi-weekly
23	Records Management	Registrar/CADENCE reconciliation		Dana Lee				Batch/Manual
24	Alumni	Affinity Groups	Approximate 80 Clemson Clubs and Groups with Alumni "tagged" based on geography or affinity	Heather Loveday, Megan McDow			Alumni Clubs and Groups	Query	Bi-Annually
25	Special Events	Events Data Load	DAR Events and Attendees	Events Team	Director of Events and Event Planners		DAR Events and Attendees	Manual	Quarterly
26	Planned Giving	Clemson Legacy Society	CLS Induction Process	Taylor Haynes; Kim Gibson	Administrative Coordinator, GIft & Estate Planning; Development Coordinator, Principal Gifts / Gift & Estate Planning		Clemson Legacy Society Induction	Manual	Quarterly
27	University Development Team	Historical Plans	Work with Development Officers on an ongoing basis to ensure that plans are made historical as appropriate	Bethany Grogan; Meghan Zieger; Assigned Development Officers	Director of Talent Management & Operations; UDT Operations Manager; Director, Sr. Director or Executive Director of Development			Manual	Bi-Annually
28	University Development Team	Historical Plans	clean-up is underway for all former DOs who are no longer at CU	Bethany Grogan; Meghan Zieger	Director of Talent Management & Operations; UDT Operations Manager			Manual	Once
29	University Development Team	Interaction Cleanup	cleanup of interactions that are completed to ensure there are not duplicates, required elements are entered, etc.	Meghan Zieger	UDT Operations Manager			Manual	Weekly
30	University Development Team	Opportunity Pipeline Cleanup	cleanup of opportunities that are completed to ensure there are not duplicates, required elements are entered, etc.	Meghan Zieger	UDT Operations Manager			Manual	Weekly
31	University Development Team	Accepted Opportunity & Associated Revenue	Look at accepted opportunites and ensure that revenue is appropriated associated	Meghan Zieger; Assigned Development Officer	UDT Operations Manager; Director, Sr. Director or Executive Director of Development			Manual	Monthly
32	University Development Team	Clemson World	Look thru each issue of the Clemson World magazine to document relevant data points and any associated clean-up for each alumni who is mentioned; Ex. Alumni is listed as newly married so our team checks the record and submits data processing request to get record updated accordingly with married status, new name and linked to new spouse if applicable	Bethany Grogan; Meghan Zieger	Director of Talent Management & Operations; UDT Operations Manager			Manual	3 times per year
33	Marketing	Email Communications	Exporting lists and uploading to Emma	Haley Barinowski, Laura Holt, Shaw Hipsher	Director of Marketing and Communications Coordinators		Direct Marketing Efforts	Manual	Weekly
34	Marketing	Committee Updates	Receiving updates to committees and roles within those and working with Records Management team to update in CADENCE *Sub question- If marked do not contact, can we verify that is what the member means	Jacqueline Summer and Events team members	Senior Director of Marketing and Events, Director of Marketing, Director of Events		Committees	Manual	Yearly & As Needed