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Add new Salesforce fields to aid in implementing West Wind fundraising recommendations

Stephen McBride 10 years ago updated by slawnikmj 10 years ago 2
In order to implement some of the West Wind fundraising recommendations (greater segmentation, donor loyalty tags, customized ask strings, annual donation reminders, etc), it would be helpful to have additional Salesforce fields. I've worked with Maya Gasuk to identify these, and it's a big list (I can prioritize if necessary):

Last and largest gift details (hard or soft credit gifts):

  • Last gift amount
  • Last gift date
  • Largest gift amount
  • Largest gift date
  • Last ICA gift amount
  • Last ICA gift date
  • Largest ICA gift amount
  • Largest ICA gift date
  • Last IPR gift amount
  • Last IPR gift date
  • Largest IPR gift amount
  • Largest IPR gift date
  • Last Other gift amount
  • Last Other gift date
  • Largest Other gift amount
  • Largest Other gift date
Donor Loyalty Tags (3 separate fields: Donor Loyalty; ICA Donor Loyalty; IPR Donor Loyalty). The options would be, respectively:

  • Loyal 3+ (Previous FY Total Combined > 0 AND Previous FY2 Total > 0 AND Previous FY3 Total > 0)
  • Loyal 2 (Previous FY Total Combined > 0 AND Previous FY2 Total > 0 AND Previous FY3 Total = 0)
  • Lybunt (Previous FY Total Combined > 0 AND Previous FY2 Total = 0 AND Lifetime Combined > Previous FY Total Combined + Current FY Total Combined)
  • New last year (Previous FY Total Combined > 0 AND Lifetime Combined = Previous FY Total Combined + Current FY Total Combined)
  • Sybunt 1-2 (Previous FY Total Combined = 0 AND Gifts in 1 or 2 of the last 5 fiscal years)
  • Sybunt 3+ (Previous FY Total Combined = 0 AND Gifts in 3 or 4 of the last 5 fiscal years)
  • Lapsed (Lifetime Combined > Current FY Total Combined AND no gifts in the previous 5 fiscal years)
  • Non Donor (Lifetime Combined = Current FY Total Combined)
  • ICA Loyal 3+ 
  • ICA Loyal 2
  • ICA Lybunt
  • ICA New Last Year
  • ICA Sybunt 1-2
  • ICA Sybunt 3+
  • ICA Lapsed
  • ICA Non Donor
  • IPR Loyal 3+
  • IPR Loyal 2
  • IPR Lybunt
  • IPR New Last Year
  • IPR Sybunt 1-2
  • IPR Sybunt 3+
  • IPR Lapsed
  • IPR Non Donor
Modify the "Consistent 5 FY Donor" and "Consistent 10 FY Donor" fields to show a count of FYs with gifts (not necessarily consecutive).

And add some additional fields to Account:
  • Last Parent Year - Camp
  • Last Parent Year - Academy
  • Total # of Parent Years
  • Total # of children who have attended Camp or Academy
  • Roll up to account (from students' contact record):
    • "Most Recent Academy App"
    • "Most Recent Camp App(s)"
  • Last Patron (ticket buying) Year
  • Concatenated list of Patron Years (ie. Patron Years: 2011, 2012, 2013)
  • Count of Patron Years (total # of calendar years in which they bought tickets)
And probably some more....

Answer

Answer
Thanks, Steve. We likely will need to break this up and prioritize each piece. I expect we'll do that in a meeting.
Answer
Thanks, Steve. We likely will need to break this up and prioritize each piece. I expect we'll do that in a meeting.