Would anyone be willing to share what they have in their drop downs for Plan Priority and Plan Source?
Sure. Here's us:
For Source:
"WB" is Women's Board (who are pretty active) and "Scene" is for Scenemakers, our YP group. I think (hope!) the rest are pretty self-explanatory.
For Priority:
Indiv and CFG use these a bit differently. In Indiv, Tiers 1-4 refer to the quarter of the fiscal year in which people are scheduled to be solicited. In CFG, where solicitation timing is more locked in, we only use Tiers 1-3 and it's a likelihood assessment based on giving structure, behavior, leads, etc. CFG then goes back and looks at each Tier's performance to assess success rate (Indiv does this with more traditional LYBUNT, SYBUNT, etc. analysis).
"Multi-Year" is helpful because we build out a Plan to track stewardship for each year of a multi-year gift, even though the total giving for the year is locked in. Having a separate priority for that helps segment the pool for both workflow and projections/analysis purposes.
"Board Member" is uniquely reserved for our Nominating process, which we also do through Plans.
"Strategic Prospect" is folks who need to go through Qualification before we can really sketch out a gameplan.
Hi Marie,
Here is what we use at Sydney Theatre Company:
Plan Source
Description / Scenario
Unsolicited
Prospect / Subscriber self-identifies.
Staff referral / Research
Referred by a staff member, or from desk-based research (eg media articles).
Ranking identification
From predictive modelling scores (not currently used at STC) or published rich lists.
Fundraising event
Prospect made a donation / purchased auction item etc at a Fundraising event (gala, online auction etc).
Foundation referral
Referred by a Foundation Director.
Existing Donor / Renewal
Donor has already made a gift, Plan to be used to steward for renewal or increased donation request.
Donor referral
An existing donor refers the Prospect, attends an event with a donor.
Chair’s Council referral
An existing Chair’s Council member refers a prospect.
Campaign response
Response to a particular campaign (eg story in E-news, mass communications fundraising campaign, etc).
Board referral
Referred by a Board Director.
Lapsed donor
A previous donor to STC who is interested in engaging with the Company again. Can also be used for STC Staff to flag previous major donors whose pledge or donation schedule has concluded. To keep on the radar for possible future re-engagement.
Life Patron
For those previous significant donors to the Company to track engagement. If a Life Patron is also a current donor, use the Plan Source that is the most aligned to current activity (eg Existing Donor / Renewal).
Plan Priority
A
Currently working on Prospect / Patron
Prospects to be approached within the next 12 months.
B
On the radar and engaging
Approach within 24 months. Cultivate for future. (eg invite to an upcoming event to get to know them more – more ‘bulk’ in nature).
C
Future Opportunities
Monitor prospects for potential cultivation in the future.
D
Disqualified
Beyond current prospect pool.
E
Existing Donor
Gift has been received and/or is expected this calendar year. Stewardship for acknowledgement and renewal. Note: this Priority will mainly be used for Major Gifts and General Donation Plans, as opposed to Prospect Plans.
I
Influencer
Works to attract other interested entities to particular campaigns instead of contributing financially.
Hopefully this might help you with your Plans!
Sally