[APRA-NW] Connections List Reviews

Laura Johnson johnsonl at uoregon.edu
Wed Nov 4 10:42:31 PST 2015

For the major gift capacity question providing giving ranges (or a lower threshold, e.g. at least $100,000 over 5 years) is extremely helpful and can serve as a psychological anchor for getting trustees/volunteers/etc. to think about their own giving.

Laura M. Johnson
Prospect Analyst
Prospect Management & Analytics
University of Oregon
Email: johnsonl at uoregon.edu
Phone: 541-346-8562

This information is PRIVILEGED and CONFIDENTIAL property of the University of Oregon. Any reproduction, dissemination or disclosure is prohibited.

From: APRA-NW [mailto:apra-nw-bounces at mailman13.u.washington.edu] On Behalf Of Elizabeth Andrews
Sent: Wednesday, November 04, 2015 8:53 AM
To: apra-nw at u.washington.edu
Subject: [APRA-NW] Connections List Reviews

Good Morning All,

I have been in the habit of putting together list reviews for ambassadors and high level volunteers the same way for some time now. I thought I would ask this group if there are any specific columns/questions you ask in a list review that have been helpful.

Just to be clear, for example, when we present a list of individuals to a board member to ask if they have a connection to them. Depending on the situation some of the columns I have included for the board member or ambassador to fill in have been:

* Relationship strength (low, medium, high)

* Willing to connect? (yes, no)

* Do they have major gift capacity?

* Do they have affinity for our work?

* Notes

For the major gift capacity question, have people had more success with that being a yes or no question, or with providing giving ranges to check off?

Thanks for your help and input! Happy Wednesday!


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