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  • Fundraising 101: Managing Asks and comparing the actual donation amounts
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Author Topic: Fundraising 101: Managing Asks and comparing the actual donation amounts  (Read 693 times)

ptpmark

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Fundraising 101: Managing Asks and comparing the actual donation amounts
October 27, 2011, 02:41:32 pm
We've got a number of organizations that use the technique of setting targets for donors in general as well as setting specific "ask" levels for donor solicitation letters and events.  We're casting about trying to find the best ways to track this information as the asks are planned, carried out, and then the performance reported.

I searched this forum and found many things,  ;)  but not anything that directly addressed this fundraising process.  We would appreciate any comments, report-backs or ideas that folks have about how to do this in Civi .

Thanks for looking this over!

pkeogan

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Re: Fundraising 101: Managing Asks and comparing the actual donation amounts
November 15, 2011, 09:03:13 pm
We have used both activities (scoring) and custom data to track and rank potential donors.  Either should work fine.  It really depends on your business case and the organization.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • Fundraising 101: Managing Asks and comparing the actual donation amounts

This forum was archived on 2017-11-26.