Categorize Me
Which Action Type Do I Use?
Summarize This
Where Do I Find That?
Random Knowledge
100

Our most high valued action category. 

What are Meetings?

100

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?

100

Social situations where no prospect movement occurs, include event name.

What is a Contact Event?
100
The Amount of Scholarships Distributed per area for the semester/year. 
What are the Input Sheets?
100

The 5 prospect statuses within portfolio

•Intro/Discovery

•Cultivation

•Solicitation

•Active Stewardship

•Permanent Stewardship

200

A text conversation can be categorized as this

What is an email?

200

Submitting or following up on a specific proposal.

What is Dev_Solicitation?

200

Paired with Solicitation as Type. TAPs
Please ensure this action is connected to an Opportunity

What is a Gifting Proposal?

200

The constituents record of participation and nominations within NXT.

What are the Custom Fields?

200

Kelsey's Hall of Fame Sport

What is Volleyball?

300

This must be present when Phone calls and zoom are coded as meetings.

What are TAPs (Timing, Amount, and Purpose)?

300

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?

300

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. 

What is Qualified MG?
300

A live view of your current metrics

What is the Fundraiser Metrics Dashboard in NXT?

300

Jenni Walthall's 4 children from youngest to oldest?

Who are Beau, Brady, Blake, and Brooke?

400

A future assignment category that must be edited upon completion. 

What is a task?

400

Contact that keeps in touch with the prospect between moving back to cultivation or solicitation.

What is Dev_Stewardship?

400

This can be paired with any Action Type to note a conversation with constituent/organization.  

What is a General Correspondence?

400

Travel Reimbursement Forms

What is the toolbox folder?

400

The names of three Admissions representatives on the 2nd floor with us.

Who are Collin, Rachael, and Alex?

500

The 5 Action Category Options.

What are Meetings, Phone Calls, Emails, Mail, and Tasks?

500

Social situations where no prospect movement occurs, include event name.

What is Dev_Minor Interaction?

500
When a Constituent states they will not be making a major gift.

What is Disqualified MG?

500

When I want updated AGL, MGL, PGL, and TGRs on a specific donor?

What is Research Point?

500

Donn's Middle Name

What is Ray?