Guidance

Designed to help guide conversations about qualification activity. Possible outputs include:

• Deceased – Mark Plan Historical
• Potential DoD Assignment
• Include “QUAL” in Plan Name
• Overdue Pending Step
• No Pending Step
• QUAL Plan

Lookup ID

The unique ABE CRM ID.

Deceased Flag

A Y/N indicator. Unless actions must still be taken, plans on deceased prospects should be made historical.

Region

The geographic region as defined by address and the ABE regional definition. See the Region area on Connect for more details.

Disqualified for Site

Outputs the site for which the Research and/or Development Disqualification note is applied and is still active (not end-dated in the past). The site of WFA - Wisconsin Foundation and Alumni Association indicates a prospect has been disqualified for the entire organization. If several disqualifications have been made for a constituent, these sites will be listed in alphabetical order.

See the Disqualification area on Connect for more details about how to apply a Disqualification to a constituent.

Plan Name

The name of the plan and a hyperlink to the plan in ABE CRM.

All active QUAL plans (i.e. unassigned with a pending step) follow the same organizational syntax: [SITE] [QUAL] [Plan Type]. The insertion of ‘QUAL’, rather than the DoD name, indicates that a DoD is not yet formally assigned to the plan, because the relationship is still in the qualification stage—interest and capacity haven’t been confirmed yet. For example, a plan named “EDU QUAL Leadership Annual Gift” indicates that a DoD is actively qualifying a prospect for a LAG gift to Education. Once a DoD completes qualification, though, ‘QUAL’ is either replaced by the DoD’s name (to move forward with cultivation) or taken out completely (if putting back in the unassigned pool).

See Research & Prospect Management’s Plan Names overview for more information.

Plan Group

While uncommon, the plan group feature allows DoDs to view plans that have specific attributes associated with a WFAA initiative – i.e.: “Legacy Project” or “LET A-RATED Project.” Selecting “All Plans” will allow you to see your active unassigned plans that fall under the parameters you choose. Checking only a specific Plan Group will limit the output to only plans that contain the selected attribute.

Planned Gift/Interest

A “Y” will populate under the “Planned Gift” column if the constituent has a planned gift on record. A blank field indicates that the constituent does not have a planned gift on record.

A “Y” in the “Planned Gift Interest” column indicates that the constituent has responded positively to a planned giving survey question.

Prospect Status

Indicates whether a constituent is a VIP-Level prospect or has been marked as “Not a Prospect.”

Plan Type

The Plan Type - such as Major Gift, Leadership Annual Gift, or Gift Planning - indicates the intended and current type of development activity with the prospect. See Research & Prospect Management’s Plan Type overview for more information.

Plan Stage

Indicates where the plan falls on the Advancement Continuum, based on most recent contact report associated with the plan.

Plan Site

The WFAA site to which the plan is attached.

Ind. GCR

Returns the Individual Gift Capacity Rating, which is based on an estimate of a prospect’s ability to give a gift of a certain size, payable over a five-year time frame. See Research & Prospect Management’s Capacity Overview for more detail.

HH GCR

Returns the Household Gift Capacity Rating, which is based on an estimate of a household’s ability to give a gift of a certain size, payable over a five-year time frame. See Research & Prospect Management’s Capacity Overview for more detail.

Recent Gift to UW (Amount, Date, Site)

Returns details related to the most recent gift to WFAA.

Recent Gift to Site (Amount, Date, Site)

Returns details related to the most recent gift to the unit selected in the report parameters.

Likelihood MG Rating

Returns the predictive model rating bucket (e.g. 1 Top 0.1%, 2 Top 0.25%, etc.) that indicates a prospect’s likelihood to make a $25,000+ gift. See Research & Prospect Management’s Likelihood Overview for more detail.

Likelihood LAG Rating

Returns the predictive model rating bucket (e.g. 1 Top 0.1%, 2 Top 0.25%, etc.) that indicates a prospect’s likelihood to make a $1000-$24,999 gift. See Research & Prospect Management’s Likelihood Overview for more detail.

Likelihood PG Rating

Returns the predictive model rating bucket (e.g. 1 Top 0.1%, 2 Top 0.25%, etc.) that indicates a prospect’s likelihood to make a planned gift. See Research & Prospect Management’s Likelihood Overview for more detail.

Composite Priority Score

A combination of likelihood and individual gift capacity intended to help a user prioritize a prospect among a group of prospects. Higher Composite Priority Scores should be prioritized first.

Last Step Fields

Displays details related to the last completed step on a plan. If no step has been completed on the plan, the fields will be blank. Only contact reports will be returned by these fields.

Next Step Fields

Displays details related to the next step on a plan. All step types (including staff tasks) will display in these fields. If these fields are blank, then no future step exists on the plan.