1. American
Medical
Association
Foundation
Award
Recipient
Project
Process
Manual

2. © 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
2

3. © 2014 American Medical Association. All rights reserved.
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.”
3

4. © 2014 American Medical Association. All rights reserved.
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.
4

5. © 2014 American Medical Association. All rights reserved.
The
Process
5

6. © 2014 American Medical Association. All rights reserved.
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.
6

7. © 2014 American Medical Association. All rights reserved.
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
7

8. © 2014 American Medical Association. All rights reserved. 8
Selection
of
Data
Fields

9. © 2014 American Medical Association. All rights reserved.
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.
9

10. © 2014 American Medical Association. All rights reserved.
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
10

11. © 2014 American Medical Association. All rights reserved. 11
AIMS
search
box
AIMS
Physician
Database
Name
and
Address
Email
Date
Of
Birth

12. © 2014 American Medical Association. All rights reserved. 12
Master
List
with
Color
Coding

13. © 2014 American Medical Association. All rights reserved.
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
13

14. © 2014 American Medical Association. All rights reserved.
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
14

15. © 2014 American Medical Association. All rights reserved.
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
15

16. © 2014 American Medical Association. All rights reserved. 16
52%
48%
Recipient
Mailing
Address
Changed
Remained
the
Same
Statistics
99%
1%
Recipients
in
Raiser’s
Edge
In
RE
Not
in
RE

17. © 2014 American Medical Association. All rights reserved. 17
Gifts in Total: $174,073.07
96%
4%
AMA
Foundation
Recipient
Gift
Givers
No
Gift
Gift
96%
4%
AMA
Foundation
Volunteers
Non-­‐Volunteer
Volunteer

18. © 2014 American Medical Association. All rights reserved. 18
40
10
4
1
7
1
6 5
1 1
0
5
10
15
20
25
30
35
40
45
AMA
Foundation
Volunteers

19. © 2014 American Medical Association. All rights reserved.
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
19

20. Andrea Symeonides
Summer 2014
20