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Donor Relations Related Work

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High Level Ask:

(Can you please provide a short summary here about what you are looking to achieve?)

  • Who is a Strategic Donor?

  • Why track strategic donor activity?

Transaction Volumes

Records per annum

1

Strategic Donors?

100

2

How many Stewardship Activity Reports?

3

How Many Strategic Stewardship Plans?

4

Stewardship Plans

5

Existing Data to be converted? (approx)

High Level Requirements

1

Ability to Flag Strategic Donors

2

Ability to Alert users about strategic donor

3

Security:

  • Ability to control who can flag a strategic donor? or is there a criteria that can be applied and the flag updated automatically

  • Are there any other security requirements eg) who can see or do stewardship related activity)

4

Reporting:

(Assume you will write your own reports etc)

5

Ability to record basic transactions against the strategic donor:

  • Activity Reports (Existing)

  • Tasks (Existing)

  • Gifts (Existing)

  • Awards (New)

  • Videos (New)

  • Visits (New)

  • Stewardship Plans (New)

6

Ability to Submit and Approve Stewardship Plans

7

Is there any crossover between stewardship plans and spend plan activity eg) Milestones?

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