Categorize Me
Our most high valued action category.
What are Meetings?
Identified and/or continuing to refine the timing, amount, and purpose (TAPs) of the potential gift. Moving forward toward the solicitation of a gift.
What is Dev_Cultivation?
Social situations where no prospect movement occurs, include event name.
The 5 prospect statuses within portfolio
•Intro/Discovery
•Cultivation
•Solicitation
•Active Stewardship
•Permanent Stewardship
A text conversation can be categorized as this
What is an email?
Submitting or following up on a specific proposal.
What is Dev_Solicitation?
Paired with Solicitation as Type. TAPs
Please ensure this action is connected to an Opportunity
What is a Gifting Proposal?
The constituents record of participation and nominations within NXT.
What are the Custom Fields?
Kelsey's Hall of Fame Sport
What is Volleyball?
This must be present when Phone calls and zoom are coded as meetings.
What are TAPs (Timing, Amount, and Purpose)?
Contact to determine interest and capacity of the prospect. All actions before and including qualification should be coded as Dev-Introduction/Discovery. This could include an introductory visit to a new prospect to the MSUM Foundation.
What is Dev_Intro/Discovery?
Identify the Type:
Gary had a first meeting with Scorch at 20 Below. They talked about Scorch's upcoming retirement. Scorch is divorced with no children and no official plans and what to do with the $ from selling his glass blowing business. Scorch is an annual donor to MSUM Greatest needs and wants to make a bigger impact.
A live view of your current metrics
What is the Fundraiser Metrics Dashboard in NXT?
Jenni Walthall's 4 children from youngest to oldest?
Who are Beau, Brady, Blake, and Brooke?
A future assignment category that must be edited upon completion.
What is a task?
Contact that keeps in touch with the prospect between moving back to cultivation or solicitation.
What is Dev_Stewardship?
This can be paired with any Action Type to note a conversation with constituent/organization.
What is a General Correspondence?
Travel Reimbursement Forms
What is the toolbox folder?
The names of three Admissions representatives on the 2nd floor with us.
Who are Collin, Rachael, and Alex?
The 5 Action Category Options.
What are Meetings, Phone Calls, Emails, Mail, and Tasks?
Social situations where no prospect movement occurs, include event name.
What is Dev_Minor Interaction?
What is Disqualified MG?
When I want updated AGL, MGL, PGL, and TGRs on a specific donor?
What is Research Point?
Donn's Middle Name
What is Ray?