[APRA-NW] Connections List Reviews

Caroline Oblack oblack at ohsu.edu
Wed Nov 4 10:50:54 PST 2015

Hi Elizabeth,
I agree with Laura's response and I like your current list. For Relationship, I might ask what type and length of relationship - friend, family, business acquaintance for x amount of years. Perhaps you're including that as part of the notes field or part of the definition of what it means to have a low/medium/high level relationship. Having the additional background information serves as a litmus test as to what the true relationship level might be.

If the list is to prep for a campaign, and the relationship is high, you might also be able to ask what a target ask amount for the campaign might be. I don't think all volunteers would be comfortable with that question, but some might be willing to share more.

Caroline Oblack, Director, Research & Prospect Management

1121 SW Salmon Street, Suite 100
Portland, OR 97205
PH 503.220.8337 / EMAIL oblack at ohsu.edu<mailto:oblack at ohsu.edu>

The Campaign // www.OnwardOHSU.org<http://www.onwardohsu.org/>

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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