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New Account (Organisational) Page Layout
- Miranda Adams
Account Details new |
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Account Name | The Jessica Wood Foundation | Prospect Manager | Narina Janian |
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Account ID | A0000000214 | Account Name Override | <blank> |
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Parent Account | <blank> | Account Record Type | Organisation |
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Annual Revenue | $30,000,000 | Account Type | Foundation |
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Employees | 8000 | Secondary Account Types | <blank> |
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Giving Interests | Sport | Type | <blank> |
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Website | <blank> |
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Description | <blank> |
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Account Names and Overrides new |
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Primary Contact | Ms Jessica Wood | Secondary Contact | <blank>
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Account Greeting | Ms Wood and Mr Wilson | Account Greeting Override | <blank> |
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Receipting Care Of |
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Prospect and Stewardship Information new |
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Is Active Prospect? | No | Prospect Status | <blank> |
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Overall Account Capacity | 6 | Total Count of Opportunities | 1 |
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Overall Account Readiness | 6 | Prospect Start Date | 1/2/2022 |
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Overall Account Rating Date | 21/11/2022 | Stewardship Level | Outside of Tiered Stewardship Strategy |
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Last Activity Report |
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User Initiated Special Handling |
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Do Not Mail | o | Do Not Contact | o |
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Do Not Call | o | Do Not Solicit | o |
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Do Not Email | o |
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Advancement Initiated Handling |
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Special Category | Hoc Mai Donor | Alert new | This account contains Hoc Mai only Donors |
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Receipting Alert | <Blank> |
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Organisation Contact Information |
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Mailing Name Line One | The Jessica Wood Foundation | Mailing Name Line One Override | <blank> |
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Mailing Name Line Two | <blank> | Mailing Name Line Two Override | <blank> |
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Account Mailing Address | C/- PWC, | Mailing Address Status | Active |
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<blank> | International Address | <blank> |
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Phone | <blank> | RTS Reason | <blank> |
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Mailing Address Note | <blank> |
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Permanent Address new |
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Permanent Address Street |
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Permanent Address State/Province |
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Permanent Add Zip/Postal Code |
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Permanent Address Country |
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Permanent Address County |
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Permanent Address Note |
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Giving Summary Fields |
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Total Funds Raised | $50,803,291.00 | Total Years Given | 38 |
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Total Funds Received | $35,653,694.00 | Consecutive Years Given | 38 |
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Total Open Opportunities | $3,831,947.00 | Largest Gift/Pledge Designation | RP,MED, Jessica Wood Fdn, John Rasko-2115 |
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Largest Gift/Pledge Date | 19/6/2017 | Largest Gift/Pledge Date | $2,974,331.00 |
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Most Recent Gift/Pledge |
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Most Recent Gift/Pledge | $200 | Most Recent Gift/Pledge Amount | $478,175.00 |
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Most Recent Gift/Pledge Date | 15/6/2022 | Most Recent Gift/Pledge Balance | $976,539.00 |
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Most Recent Gift/Pledge Fundraising Campaign | 2022 Fundraising Campaign |
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Most Recent Pledge Payment |
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Most Recent Pledge Payment | <record number> | Most Recent Pledge Payment Amount | $594,713.00 |
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Most Recent Pledge Payment Due | 17/6/2021 | Most Recent Pledge Payment Record Type | Check |
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Most Recent Payment Campaign Appeal | Default | Most Recent Payment Fundraising Campaign | Pre-2000's Fundraising Campaign |
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Most Recent Pledge Payment Designation | RP,MED, Jessica Wood Fdn, John Rasko-2115 |
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First Gift/Pledge |
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First Gift/Pledge | 00123467 | First Gift/Pledge Amount | $20,000.00 |
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First Gift/Pledge Date | 16/8/1985 | First Gift/Pledge Balance | $0.00 |
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First Gift/Pledge Fundraising Campaign | Pre-2000's Fundraising Campaign |
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Gift Processing Options |
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Default Campaign Appeal |
| Gifts are Anonymous |
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Salesforce Information |
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Pledge Status |
| VSE Category | Alumni |
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Next Task |
| Legacy Account Number |
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System Information |
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Account Owner |
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