We use opportunity stages pretty similar to what Rebecca listed, but also have "Negotiation" and "On Hold," the latter of which might be useful for your purposes, Bill.
[cid:
image001.png@01D4A69E.3A11B6B0]<http://www.rand.org/>
Annie LeBlanc | RAND Corporation
Data and Gift Records Specialist
1776 Main Street | P.O. Box 2138 | Santa Monica, California 90407-2138
T (310) 393-0411 x6222|
aleblanc@rand.org<mailto:
aleblanc@rand.org>
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Rebecca Boughamer
Sent: Thursday, August 22, 2019 9:51 AM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG
Subject: [EXT] Re: Brainstorm: Stage between "Solicitation Research" and "Ask Made"
We keep it simple and follow the opportunity stages of: Discovery, Qualification, Cultivation, Solicitation, Closed Won/Closed Lost.
In the opportunity details we outline the estimated ask details and the actual details. It is the fundraisers responsibility to meet the recommended criteria before moving them from cultivation to solicitation and then from solicitation to won or lost. You could have a status field on the opportunity for where in the stage you are. For example, if they are in solicitation stage, the status could be ask made, or solicitation in review, or negotiations pending, etc. And with a status date you could track how long it has been in that status, without needing to mess with your stages altogether.
Rebecca Boughamer
Assistant Vice President, Advancement Services
University of Maryland Global Campus
Department of Institutional Advancement
Phone: 301-985-7561
E-mail:
rebecca.boughamer@umuc.edu<mailto:
rebecca.boughamer@umuc.edu>
Admin - 2104
US
[cid:
image002.png@01D558D6.662E1780]<http://www.umuc.edu>
www.umuc.edu<http://www.umuc.edu/> | impact.umuc.edu<http://impact.umuc.edu/> | alumni.umuc.edu<http://alumni.umuc.edu/>
Advancement Services Intake Form<https://protect2.fireeye.com/url?k=6bbe5dd8-3758aebd-6bbe738f-ac1f6b733ff0-5821e917d3d4dab8&q=1&u=https%3A%2F%2Fdocs.google.com%2Fforms%2Fd%2F1XA9xQcL79Fjm6r4WvzUcXC2CXmEdmemX_GC2U6h7L38%2Fedit>
IA Data Request Form<https://protect2.fireeye.com/url?k=e1c61f0a-bd20ec6f-e1c6315d-ac1f6b733ff0-7230155710adf36a&q=1&u=https%3A%2F%2Fdocs.google.com%2Fforms%2Fd%2F1WviSP6bl-Qptssg_PRzqBkTRQZSqdm8mSir568AJFFM%2Fedit> | IA Research Request Form<https://protect2.fireeye.com/url?k=542d03a0-08cbf0c5-542d2df7-ac1f6b733ff0-977a9670e5e2e29d&q=1&u=https%3A%2F%2Fdocs.google.com%2Fforms%2Fd%2F1iGnjG4_rqtQyw4TB0ytI9Gz3MarufjPGbMyVp31Hihk%2Fedit>
________________________________
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> on behalf of Bill Wong <
wswong@SCAD.EDU<mailto:
wswong@SCAD.EDU>>
Sent: Wednesday, August 21, 2019 3:56 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG> <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>>
Subject: Re: [FUNDSVCS] Brainstorm: Stage between "Solicitation Research" and "Ask Made"
HA! Thank you for that!--Bill
-----Original Message-----
Hi Bill and Marianne!
This one made me go down a thesaurus rabbit hole:
Pre-Ask Abeyance, Interstice, Hiatus, Period, or Quiescence Pre-Ask Prelude
or Preface Solicitation Postponement Pre-Solicitation Interim or Interlude
Solicitation Deferral
Hope that sparks inspiration for something useable!
Audrey Geoffroy
Senior Director
Data Services
UF Advancement | UF Foundation, Inc.
352-392-8306 (o) |
ageoffroy@uff.ufl.edu<mailto:
ageoffroy@uff.ufl.edu>
2012 W. University Ave., Gainesville, FL 32603
-----Original Message-----
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>>
On Behalf Of Bill Wong
Sent: Wednesday, August 21, 2019 3:10 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: Re: [FUNDSVCS] Brainstorm: Stage between "Solicitation Research"
and "Ask Made"
Hi Marianne,
Not the prospect, but the Opportunity. A prospect many have many
Opportunities attached to her in varying stages.
An Opportunity is something like: 2019 Baseball Team Uniforms DONORS NAME
So, in Solicitation Research, the gift officer is researching to see if this
is actually a fit for the donor and how much they should ask for. Ask
made... is after they've asked.
Once the gift officer has decided the ask would be proper and decides how
much to ask for, Solicitation research is over, but it's not the right time
to ask, for whatever reason. What would you call that?--Bill
-----Original Message-----
Are you talking about a prospect in solicitation? Or under assignment? Is
this for annual giving?
My favorite 5 stages are:
1. In Research
2. Assigned
3. In Cultivation
4. In Solicitation
5. Complete (either gift or refusal, etc.)
If I'm off base of your topic, please feel free to ignore....
--Marianne
________________________________________
Marianne M. Pelletier
Staupell Analytics Group
607-592-3797
marianne@staupell.com<mailto:
marianne@staupell.com>
https://urldefense.proofpoint.com/v2/url?u=http-3A__www.staupell.com&d=DwICaQ&c=nys1LZ5-a45rP0Y3GuLy-akN-LWaS9eLNB4wgvrbFlQ&r=CERzpZp1nZ01dkxix6p9_vmOfMJevmJmhBuNG024pqE&m=iWIv80-0MzyrVkIzZ5nx0LOVCzqJwppIwXywbnTu9Xg&s=imCusk9LeIc_ST54htL-6aCWgFYUxTxPOBv7wkriDRI&e=
-----Original Message-----
From: Advancement Services Discussion List <
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>>
On Behalf Of Bill Wong
Sent: Wednesday, August 21, 2019 2:23 PM
To:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:
FUNDSVCS@LISTSERV.FUNDSVCS.ORG>
Subject: [FUNDSVCS] Brainstorm: Stage between "Solicitation Research" and
"Ask Made"
Hello Everyone!
Please help me brainstorm this one. Mid-week has sapped my inspiration.
We use Salesforce. Our asks and potential asks are tracked in
"Opportunities." Each Opportunity has a stage indicating how far along it
is. The team thinks it would be useful to have something between
Solicitation Research and Ask made, awaiting reply. It would be for those
times where they aren't researching anything and have an ask ready, but the
time isn't right. For instance, their donor always gives in November. We
want to stay away from "Cultivation."
With their Opportunities sitting in Solicitation Research on our reports, it
looks like they haven't done any work on them, which isn't always true. So,
they want an in-between stage.
What would you call it? Any ideas? Thanks in advance!--Bill
________________________________
Documents made or received by anyone acting for or on behalf of the UF
Foundation are confidential and exempt from F.S. 119.07(1) pursuant to F.S.
1004.28(5) and in accordance with the UF Foundation policy on
confidentiality of Foundation documents. The University of Florida
Foundation solicits tax deductible private contributions for the benefit of
the University of Florida. For our full disclosure statement, please see
http://www.uff.ufl.edu/Documents/Document.asp?DocID=1751164.
__________________________________________________________________________
This email message is for the sole use of the intended recipient(s) and
may contain information that is sensitive, proprietary, and/or privileged.
Any unauthorized review, use, disclosure or distribution is prohibited. If
you are not the intended recipient, please contact the sender by reply
email and destroy all copies of the original message.