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TED DETAILED DOCUMENTATIONAFFILIATIONSCONSTITUENT SCORESAffiliations are calculated scores for individuals, household, and organization records that aim to align aconstituent’s interests with the relevant unit(s) across the University of Illinois system. This“gamification” of constituent engagement incorporates a traditional model—awarding points for pastbehavior with and interest in UI, as well as awarding points for constituent interest and activity outsideof the relationship with UI to more accurately match donor passions with the greatest opportunity forimpact at the University. Constituents receive points for University of Illinois degrees, giving,volunteering, event attendance, employment, survey responses, and opt-ins. As of May 18, 2019, TEDwill also award points for parent interests, personal interests, and philanthropic giving to others.Uses for Affiliation ScoresAffiliations can be used in a variety of ways:Unit pool development: Even with as few as one point, affiliations can identify whether a constituenthas an interest in a unit. Once included in that unit’s “pool” of related constituents, the constituent canbe included in marketing efforts, be eligible for portfolio management by advancement officers in thatunit, or be included in unit counts / reports about affiliated prospects, etc.Quick snapshot of constituent engagement: The affiliations tab on a constituent’s record provides aone-screen view of that constituent’s affiliations with the university, rather than the user having to clickto the revenue tab, relationships tab, events tab, volunteer tab, etc. to get an overview of theconstituent’s relationship with the university.Identification of appropriate unit(s) to manage prospects: As outlined in the Plan and ProspectManagement Procedures, affiliation scores drive portfolio management procedures, including whichunit or regional advancement officers can manage which prospects and when, as well as whatcollaboration and communication is expected of advancement officers between affiliated units.Pool/unit capacity assessments: Unit-affiliated constituents will appear in capacity assessments,analyses, and reports, including campaign pyramids and projection reports, unit demographic analyses,etc. To limit the number of constituents included in these analyses for a unit, often a baseline affiliationthreshold is used. For example, a minimum of 500 points may be used to mimic the level of a degreeaffiliation.Event invitations: Where event invitation strategies often include total lifetime giving criteria, amongothers, affiliation scores can be used to layer in an element of recency to the invitation criteria or toinclude highly engaged, lower-level donors, for example.Page 1 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONMarketing and annual giving segmentation and personalization: Affiliations can be used to split amarketing or annual giving audience into smaller sets of records—for example highly engaged vs. nonengaged constituents, faculty/staff, graduates, etc.—to better adjust messaging or designation options(funds available on a remit) to reflect that niche part of the audience.AffiliationsAffiliations are heavily influenced by data that is representative of work across the advancementprogram. All areas within advancement play a key role in adding information to TED, which plays a partin increasing a constituent’s affiliation for that unit.The Affiliations tab is updated at 5 am every day to reflect additional data entered. Affiliations scoresreset every Sunday to include deleted/removed data.The Affiliations tab is viewable from both the individual constituent record and the constituent’shousehold record.Affiliations Sub-TabsThe Affiliations tab is divided into two sub-tabs: Individual and Household.Individual Sub-TabThe Individual sub-tab was designed to display the Affiliations for the relevant member(s) of thehousehold.When viewed from the individual record the individual sub-tab will only display the individualconstituent’s affiliations.Page 2 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONPage 3 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONWhen viewed from the household record the individual sub-tab will display affiliations for each memberof the household.Household Sub-TabThe Household sub-tab displays the total aggregated affiliation points for both members of thehousehold. The information on the household sub-tab is the same on both the individual and thehousehold record.Page 4 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONIndividual Detail Sub-TabThe Individual Detail sub-tab displays a Subcategory breakdown of all Affiliation categories atthe individual level.Page 5 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONAffiliations by UniversityAffiliations by University – Affiliations scores basedon the university. University Code: University short code usedin reporting University Description: Identifies theUniversity by full nameAffiliations by Advancement UnitAffiliations by Advancement Unit – Affiliationsscores based on campus, college, department, subdepartment or a grouping thereof. Advancement Unit Code:Advancement Unit abbreviation usedin reporting Advancement Unit Description:Identifies the Advancement Unit byfull namePage 6 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONAffiliations by SiteAffiliations by Site – Affiliations scores based on Sitesfrom each data set. Sites follow the Banner Systemshierarchy of campus (1 digit), college (3 digits) anddepartment (6 digits). Site ID: Site identification numberused in reporting. Site Name: Identifies the Site by fullnameAffiliation RankingRankDetermined by the total score column, ranks are displayed by University, Advancement Unit, and bySite. If more than one unit shares identical affiliations scores, then their ranks will be the same. Use theHousehold Affiliations to determine primary unit ranking.Total ScoreTotal affiliations scores are calculated based on a combination of the following Affiliation categoriesDegree, Employment, Engagement, Giving, Event Attendance, Student Involvement, and Interests.PercentageDisplays the amount of affiliation to that university, unit, or site based on percentage totals.In the example below U DIA holds 47.62% of the constituent’s total affiliation based on Advancementunit.Page 7 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONMulti-Unit Prospect FlagsThe Multi-Unit Prospect flag is calculated by University, andlabeled as Multi-Unit Chicago, Multi-Unit Springfield or MultiUnit Urbana. When a constituent’s top advancement unitaffiliation per University is less than 65% of the total points tothat University, the constituent will have a Multi-Unit flag forthat University. A constituent has the potential to have morethan one Multi-Unit Prospect flag. This is a better indicator of whether a prospect should be managedby a University’s Central Major Gift Team. The Multi-Unit Prospect flag no longer needs to be coupledwith the primary affiliated Advancement Unit.Multi-Unit Prospect flags are calculated both on the individual and household level. Since we aremanaging households in TED (via Plans), not individuals, prospect management decisions regardingMulti-Unit Prospects are based on the household. Multi-Unit prospects are allocated to regional orcentral fundraising staff as determined by the Vice Chancellors for Advancement for each university.Questions can be directed to the UIF Research and Portfolio Management team, regarding prospectmanagement best practices for these constituents.Page 8 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONMulti-University Prospect FlagWhen a constituent’s top University affiliation is lessthan 65% of total affiliation points, the constituentwill have a Multi-University Prospect Flag. The MultiUniversity Prospect flag is calculated both on theindividual and household level. Since we aremanaging households in TED (via Plans), notindividuals, prospect management decisions regarding Multi-University Prospects, should be based onthe household.Multi-University prospects, where actively managed toward a major gift by more than one university,are assigned a prospect manager at the discretion of the UIF President, in consultation with theExecutive Operations Team. Questions can be directed to the UIF Research and Portfolio Managementteam, regarding prospect management best practices for these constituents.Affiliation Points by ColumnAffiliations scores are determined using the following University of Illinois involvement categories:Degree, Employment, Engagement, Giving, Event Attendance, Student Involvement, and Interests. Eachnumbered column is defined in the following sections of this document.1. DegreeDegree information is the most fundamental building block of affiliation scoring. Degree information isdisplayed on the Education tab of the constituent record and is imported from the University of IllinoisBanner System.Points are awarded as follows:Degree (major)500 points to unit per major. Awarded upon graduation to the site and to the current advancementunit, not the granting advancement unit when a department or college has moved; this includes 500points to each major within a double major.’Page 9 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONDegree UIC Honors College250 points to unit per degree. Awarded to the UIC Honors College, for Honors College participants.Known Issue: Honors programs display in the Educational Involvement field of the Education tab on anindividual record. Unit-based honors programs begin with the unit's acronym.Unit-Based Honors Programs250 points to unit per degree. Awarded to the relevant advancement unit for the unit-based honorsprograms.Known Issue: Currently, departmental honors programs will only be awarded points at the unit level, asthere is no current way to tag an honors program participation in TED with a departmental level siteUniversity of Illinois Chicago Graduate College250 points to unit per degree awarded to the UIC Graduate College, for all Graduate and Professionalprograms.Medicine, MBA, MEngr, MPH, and MSW degrees are not awarded Graduate College Points.2G and 2P programs are Graduate and Professional degree levels. The degree level is found in theDegree Information of the degree record on the constituent’s Education Tab.Current Students100 points to unit per degree awarded for current studentswith a status of Currently Attending.Attendees100 points to unit per degree awarded to all previousattendees with a status of Incomplete.Minors0 points per minor.Page 10 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONKnown Issue: Minor data in TED does not include a site to which to award affiliation points. Should databecome available, the Affiliations team will revisit awarding points to units where the minors areoffered.2. EmploymentEmployment information is displayed on the Relationships tab of the constituent record and isimported from the University of Illinois Banner System. University Appointments data importprocess is scheduled to run monthly by the UIF AIMS department.Points are awarded for University Appointments in the units in which the appointments are held.Points are awarded as follows:Residents/Interns500 points once per site with thefollowing classifications: House Staff(Medical Residents and Interns). Thepoint total for Residents is intendedto equal that of a degree.Page 11 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONFellows500 points once per site with thefollowing classifications: Fellow,Postdoctoral; Postdoctoral Intern.The point total for Fellows (postdoc)is intended to equal that of a degree.Faculty/Staff (Excluding Fellows/Residents/Interns and Students)100 points per fiscal year per site. This includes zero percent appointments with the followingclassifications: Academic Hourly Academic Professional Academic Unpaid Administrator, Other Library Faculty, Other Library Faculty, Tenured Library Faculty, Tenure-track Nonacademic, Established Department Head Faculty, Other Faculty, Tenured Faculty, Tenure-track Nonacademic, Negotiated Nonacademic, Open range Nonacademic, Prevailing RAMP AdministratorStudent Employment50 points per fiscal year per site with the following classifications: Fellow, Predoctoral Fellow, TraineePage 12 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATION Graduate Assistant, Pre-professionalGraduate Clinical AssistantGraduate Teaching AssistantGraduate/Undergraduate OtherUndergraduate Student Employee, Part-time HourlyGraduate Teaching Assistant, RequiredRetirees/Annuitants/Special Pay Employee/ Day Worker0 points for any employees with these classifications.3. EngagementCritical engagement with theUniversity may occur outside events.Some examples are participation in aboard or committee, speaking in aclassroom, and advocating throughIllinois Connection on behalf of the institution. All associated committees must have a group type of UIInvolvement.Points are awarded as follows:CommitteeUniversity of Illinois GoverningBoards200 points per fiscal year for each yearof participation in any of the followingboards: UI Board of Trustees, UIFoundation Board, UI Alumni AllianceBoard. Governing Board committeesmust have the following committeetype attributes: Participant,Volunteer, Board/Committee, and Governing. The following group member roles are excluded:Prospect or Declined Membership. The following attribute is excluded: Student.Page 13 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONUniversity of Illinois CampaignCommittees100 points per fiscal year for each yearof participation. Campaign committeesmust have the following committeetype attributes: Participant,Volunteer, Board/Committee,Development, and one of With Illinois,Ignite, Reaching Stellar, BrilliantFutures, Campaign Illinois, orCampaign for Illinois. The followinggroup member roles are excluded: Prospect or Declined Membership. The following attribute isexcluded: Student.Alumni Association/ Alliance AlumniClub Leadership100 points per fiscal year for each yearof participation. AlumniAssociation/Alliance Alumni ClubLeadership committees must have thefollowing committee type attributes:Participant, Volunteer,Board/Committee, Alumni, and AlumniClub. The following group memberroles are excluded: Prospect orDeclined Membership. The followingattribute is excluded: Student.University Unit Board or Committee75 points per fiscal year for each year ofparticipation. University Boardcommittees must have the followingcommittee type attributes: Participant,Volunteer, and Board/Committee.Points are awarded for governingboards, campaign committees, andalumni club leadership; however, theyare not awarded a second time underthe unit board or committee category. The following group member roles are excluded: Prospect orDeclined Membership. The following attribute is excluded: Student.Page 14 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONUniversity Faculty/Staff Award100 points per award received.University Faculty/Staff Awardcommittees must have the followingcommittee type attributes:Honoree/Recipient, Award, andFaculty/Staff. The group memberrole must be Recipient.University Constituent Award100 points per award received,beyond faculty/staff or studentawards. University ConstituentAward committees must have thefollowing committee type attributes:Honoree/Recipient, and Award.Group member role must beRecipient. The following attributesare excluded: Faculty/Staff, and Student.VolunteerIndividual Volunteer Activity20 points per hour of activity with theUniversity.The volunteer types considered areIllinois Connection Advocate(UIAA), Mentor &Speaker/Facilitator. These chosentypes have not changed sinceAffiliations were accessible in TED.4. GivingPrevious giving - specifically recent giving - is the largest contributing factor in affiliations scores. Pointsare awarded using household giving; therefore, each household member's affiliation points will be thesame and reflective of giving for the entire household. This is the only affiliation calculation that is notindividually calculated.Page 15 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONPoints are awarded as follows:Recent Giving - 1 point per dollar within the current year and the five most recent fiscal years, with nomaximum number of points.Past Giving - 0.33 points to unit per dollar for all years before the most recent five fiscal years, with nomaximum number of points.5. EventsEvents are one of the most common forms of engagement for constituents with the university system.Points are awarded as follows:Recent Event - 25 points per event attended for the current fiscal year, plus the previous five fiscalyears.Past Event - 8.33 points per event attended for all years before the most recent five fiscal years, withno maximum number of points. Past events (like past giving), are worth one-third the points of recentevents.6. Student InvolvementHighly engaged students are often highly engaged alumni. All associated committees must have a grouptype of UI Involvement.Page 16 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONPoints are awarded as follows:Student Athletics100 points per fiscal year ofparticipation in a University of Illinoisvarsity athletics team, awarded toathletics. Student Athleticscommittees must have the followingcommittee type attributes:ParticipantExtracurricular/Community, Athletics,Varsity, and Student.Student Awards100 points per award for each awardreceived.This is not to be confused withfinancial awardsor scholarships. Student Awards(Non-Financial) must havethe following committee typeattributes: Honoree/Recipient,Award, and Student. Constituents must have a group member role of Recipient.Student Marching/ Pep Band100 points per fiscal year ofparticipation in a marching or pepband, awarded to the unit whereband activity is managed, typicallywithin the music department at theuniversity. Student Marching/PepBand must have the followingcommittee type arching band, Arts/Creative,Performing Arts, and Student.25 points per fiscal year of participation in a marching or pep band, awarded to Athletics. StudentMarching/Pep Band Athletics association must have the following committee type attributes:Participant, Extracurricular/Community, Marching Band, Arts/Creative, Performing Arts, and Student.Page 17 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONThese points are awarded at the same time to both units due to the nature of pep/marching bands andtheir participation with athletics programs.Performing Arts50 points per fiscal year ofparticipation in a Universityperforming arts program.Performing Arts committees musthave the following committee typeattributes: e, Performing Arts, andStudent. The following attribute isexcluded: Marching Band.Services Received50 points per fiscal year ofparticipation in a service offered bythe University. Services Receivedcommittees must have the followingcommittee type attributes:Participant, Miscellaneous/Other,Services Received, and Student. Thefollowing group member roles areexcluded: Prospect or Declined Membership.Student Advancement orLeadership Committee50 points per fiscal year ofparticipation in any UniversityAdvancement or LeadershipCommittee/Program. StudentAdvancement or Leadershipcommittees have the followingcommittee typeattributes: Participant, Volunteer,Board/Committee, Development orAlumni, and Student. The following roles are excluded: Prospect or Declined Membership.Page 18 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONStudent Registered or OfficialStudent Organization (SRO)50 points per fiscal year ofparticipation in any other Universityregistered or official studentorganization. SRO committees havethe following committee typeattributes: Participant,Extracurricular/Community orVolunteer, and Student. The following group member roles are excluded: Prospect or DeclinedMembership. Committees counting in other Student Involvement subcategories will not also receivepoints as an SRO. Affiliation is based on the site on the committee record (located on the site sub-tab).7. InterestsThese points reflect unit-identified or constituent self-identified constituent interests with theinstitution. These pieces of information more closely move the Advancement program toward beingable to execute interest-based engagement and philanthropy strategies.Points are awarded as follows:Self-Identified Opt-Ins10 points once for each opt-in aconstituent has completed, includingannual purchases of tickets or utilizingan Urbana Vet Med clinic. In TED theseare referred to as mail preferences.Known Issue: Ticket buyer and clientdata is being addressed in anotherproject, ITG-430 External DataIntegration, and once housed/structuredcan be re-addressed to more accuratelyaward affiliations points for things like repeat client’s visits, single ticket buyers vs. season ticket buyers,two-seat purchases vs. 10-seat purchases, etc.Page 19 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONSurveys5 points for each survey to which aconstituent has responded.Survey information can be found onthe Surveys sub-tab of theDocumentation and Interactions tab ofa constituent’s individual record.Note: As October of 2018 only the C CAMP 2018 Alumni Survey has been added to the TED system. Anexample of this can be found on TED record ID 10710121.Unit-Identified Opt-Ins1 point once for each opt-in a unit hasadded to a constituent's record tomove him/her into that unit's "pool."In TED these are referred to as mailpreferences.Units may request to have an opt-inmail preference code for his/her unitadded to a constituent under thefollowing circumstances: Evidence of constituentinterest in that unit exists(giving to others, field of employment, publicly stated interest, grateful patients, etc.) Unit staff wants to engage constituent in marketing initiativesPersonal Interest10 points per interest for each personal info interest.Personal interest areas were reviewed, and appropriate siteswere applied to each, if applicable. To receive PersonalInterest affiliation points, the constituent must have at least500 affiliation points to that University in other areas; aconstituent meeting these criteria for multiple universitiescan have applicable sites across Universities. PersonalInterest may not be directly associated with a constituent’s relationship with UI, but it may start to tellthe story of what a potential donor has a passion for, and it could align with a current (or future) UIcause or initiative.Philanthropic Giving10 points per category for each philanthropic gift category toother organizations (philanthropic giving to others).Philanthropic Giving categories were reviewed, andappropriate sites were applied to each, if applicable. Toreceive Philanthropic Giving affiliation points, the constituentPage 20 of 21NOTICE: This information is proprietary, privileged and confidential and should not be distributed electronically or in any other means to those unauthorized to viewUniversity of Illinois Advancement content. For additional help with this document submit a request at: https://services.uif.uillinois.edu/
TED DETAILED DOCUMENTATIONmust have at least 500 affiliation points to that University in other areas: a constituent meeting thesecriteria for multiple Universities can have applicable sites across Universities. Philanthropic Giving maynot be directly associated with a constituent’s relationship with UI, but it may start to tell the story ofwhat a potential donor has a passion for, and it could align with a current (or future) UI cause orinitiative. When Philanthropic Giving is rolled-up to the household, it is only reflected once perCategory.Parent InterestParent Interest Athletics, Degree, Marching Band, Marching Band Athletics, Performing Arts and ServicesReceived) uses areas of affiliations that already exist, and points are awarded to parents, when there is aparent to child relationship in TED. Parents will receive 50% of a child’s points, for each Parent Interestmentioned above. Generally, there is only a parent to child relationship in TED, when both a parent anda child have an 'affiliation' to UI and were linked from research performed or was made aware byadvancement staff. The family connection could be a strong engagement opportunity. When ParentInterests is rolled-up to the household, it is onl
University of Illinois Chicago Graduate College 250 points to unit per degree awarded to the UIC Graduate College, for all Graduate and Professional programs. Medicine, MBA, MEngr, MPH, and MSW degrees are not awarded Graduate College Points. 2G and 2P programs are Graduate and Professional degree levels. The degree level is found in the
