CASE STUDY

National Museum of American Jewish History

The National Museum of American Jewish History (MNAJH) is the only museum in the nation dedicated exclusively to exploring and interpreting the American Jewish experience. The Museum has played an integral role in the cultural life of Philadelphia by attracting a broad regional audience to its many programs, lectures, panel discussions, and children’s activities.

In April of 2021, S&W engaged with The National Museum of American Jewish History during a time of significant staff transition within the Museum.

Highlights

Increasing Accuracy

NMAJH reached out to S&W to provide interim staffing services to assist in improving gift entry and acknowledgements. Improvements would enhance donor relationships and increase membership mailing list accuracy.

Staying current

S&W helped NMAJH remain up to date on gift entry and acknowledgements. This allowed them to provide timely and accurate mailing lists for membership renewals, annual (and special) appeals, and pledge reminders.

Improving donor relations

S&W was able to provide stability during staff transitions as well as updated policies, and procedures to codify and simplify the process. These factors assisted in furthering their mission.

The Challenge

The Museum needed support processing and acknowledging donations. Monthly membership renewals were becoming a challenge given the magnitude of incoming donor support. Also, given recent staff transitions, there was a lack of institutional knowledge of gift processing. While a written process existed, there were details that were missing or outdated, and the development office often relied on the finance department to explain the intricacies of the process. Two credit card processing companies were being used, costing extra time and money to process online transactions.

The Solution

The S&W StaffSolutions team worked with the membership manager to eliminate the backlog of gifts to be entered and acknowledgements to be sent. We followed this by pulling accurate mailing lists for membership renewals and entering gifts daily to ensure timely acknowledgement and reporting. We edited and updated the existing procedures and documentation related to gift processing to provide more clarity for the development team.

Next, our team helped the Museum choose between the two online gift processers to save costs and streamline current practices. We worked to collect proper documentation to obtain third party login information, thereby supporting the Museum in stewarding donors.

S&W provided a seasoned database administrator to assume responsibility for all gift/pledge processing activities in addition to accurate mailing list generation for various fundraising and membership efforts. Lastly, S&W provided ad hoc training on advanced database functions, such as creating dashboards, reports, and complex queries/exports.

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