ama foundation project 2014

American Medical Association Foundation Award Recipient Project Process Manual

© 2014 American Medical Association. All rights reserved.

Table of Contents I. The American Medical Associa3on Founda3on ……………………………………………………………………….…….……………......................................................................……………3

II. Term Breakdown…………………………………………………………………………………………………………………………………………………………………………………………….…………………………….4

III. The Process ………………………………………………………………………………………………………………………………………………………………………………………………………………………..…………5

Step 1: Meet with Database Coordinator……………………………………………………………………………………………………………………………….……………………………………………..6

Step 2: Expor>ng the Data………………………………………………………………………………………………………………………………………………………………………………………..…………..9

Step 3: Crosscheck the Data………………………………………………………………………………………………………………………………………………………..……………………………………...10

Step 4: Find Missing Award Recipients ………………………………………………………………………………………………………………………………………………………………………….......12

Step 5: Document all Data……………………………..……………………………………………………………………………………………………………………………………………………………………14

IV. Findings………………………………………………………………………………………………………………………………………………………………………………………………………………………………………15

V.   Sta3s3cs……………………………………………………………………………………………………………………………………………………………………………………………………………….…………………16

VI.   The Next Steps………………………………………………………………………………………………………………………………………………………...............………………………………………………….19

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The American Medical Association Foundation

AMA Founda*on The American Medical Associa>on Founda>on stands as the “philanthropic voice” of the American Medical Associa>on. Established in 1950, the AMA Founda>on supports medical scholarship and public health through physician-‐ focused incen>ves. Mission Statement “The mission of the AMA Founda>on is to improve the health of Americans through philanthropic support of quality programs in public health and medical educa>on.”

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AMA Foundation Award Recipient Term Breakdown

Objec*ve: To collect the most up-‐to-‐date informa>on from recipients awarded in each program. What are the programs? The programs are scholarships and grants awarded to provide financial assistance for the advancement of healthcare.

Who are the award recipients? Medical students, residents, physicians, and community-‐based organiza>ons have benefited from the AMA Founda>on’s medical scholarships and grants.

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The Process

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Step 1: Meet with Database Coordinator Step 1: To ini>ate the first step of the process, it is necessary to determine which data fields will be selected for the Raiser’s Edge export.

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Selected Fields: •  Import ID •  ME Number •  Title (Non-‐physician) •  Title (Physician) •  First/Middle/Last Name •  Personal Suffix •  Professional Suffix •  Gender •  Age

•  Saluta>on •  Street Address •  City/State/Zip •  Email Address •  Phone Number •  Award •  Award Date •  Award Amount

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Selection of Data Fields


Step 2: Exporting the Data Step 2: This step involves the expor>ng of data from the Raiser’s Edge database to an Excel Spreadsheet.

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Step 3: Cross Check Step 3: Each individual’s informa>on from the Raiser’s Edge export needs to be crosschecked with the informa>on from the AIMS Database (AMA operated physician database). Recipient informa>on is color coded as followed:

Black: Informa>on is up to date Green: New informa>on has been added Blue: Informa>on has been changed Red: Recipient is missing important informa>on Pink: Recipient is deceased Orange: Add to Raiser’s Edge Database

* All new and exis,ng informa,on will be carried over to the “Master Corrected List” Spreadsheet

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AIMS search box

AIMS Physician Database

Name and Address Email

Date Of Birth


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Master List with Color Coding


Step 4: Find Missing Recipients Step 4: Because of data entry error, award recipients may not have been added to the Raiser’s Edge database. This step requires searching through press releases and recipient binders from all programs and years to determine missing recipients. Press releases and recipient binders can be found in the AMA Founda>on’s shared computer drive.

* All missing recipients will be added to the “Not in Raiser’s Edge” Spreadsheet and will be carried over to the “Master Corrected List” Spreadsheet

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Step 5: Document all Data Recipients are organized on Microsoc Excel sheets accordingly:

–  “Exported Raiser’s Edge” (Sheet 1): All award recipients that have been previously recorded to the Raiser’s Edge database

–  “Not in Raiser’s Edge” (Sheet 2): Any recipients that were not recorded in the Raiser’s Edge database but in recipient binders and press releases

–  “Master Corrected List” (Sheet 3): All recipients that have received an award including recipients in Raiser’s Edge,

recipient binders, and press releases

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Findings •  1969 Award Recipients are in Raiser’s Edge Database

•  29 Award Recipients need to be added to Raiser’s Edge Database

•  Out of all recipients, 79 are missing important informa>on

•  Only 4% of Award Recipients have given a gic to the AMA Founda>on

•  Only 4% of Award Recipients have volunteered for the AMA Founda>on

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16

52% 48%

Recipient Mailing Address

Changed

Remained the Same

Statistics

99%

1%

Recipients in Raiser’s Edge

In RE

Not in RE


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Gifts in Total: $174,073.07

96%

4%

AMA Foundation Recipient Gift Givers

No Gift Gift

96%

4%

AMA Foundation Volunteers

Non-‐Volunteer

Volunteer


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40

10 4 1

7 1

6 5 1 1

0 5

10 15 20 25 30 35 40 45

AMA Foundation Volunteers


The Next Steps… •  Update recipient’s informa>on on the Raiser’s Edge Database •  Reconnect and maintain a rela>onship with the award recipient •  Expand the Founda>on’s donor base by invi>ng recipients to

contribute to the AMA Founda>on’s philanthropic mission •  Encourage recipients to get involved in the AMA Founda>on

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Andrea Symeonides Summer 2014

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ama foundation project 2014

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