FundSvcs Community

This will be an odd question.  We are working on building out data for engagement scores.  This is what we have been asked to do for a piece of data: Example- If alum John doesn't give us a gift but he plays a role in obtaining a $500,000 gift from Tom they want to count him in the engagement score by giving John soft credit for this gift.  I don't believe this is a good idea for financial report reasons.  Does anyone have other suggestions for this or is this what people are doing?  This is the first I've seen anything like this.  

We run engagement scores through Anthology  and use RENXT for our CRM.  In this instance, we would not soft credit what would be a solicitor credit.  We track our "offline" data (data not tracked internally by Anthology, like email click throughs, online donations) through Actions with an Action Type of Engagement Activity.  I'd tag John here with an Action for the date of the gift as a volunteer/fundraiser.  There is then a volunteer ranking file that is used to give each type of volunteer a weight that is compared to other volunteer types.  For instance, a Trustee and a Fundraiser you would rank higher than an alum who was a guest lecturer or volunteered at an event. 

I agree, I would not suggest entering this as soft credit.  Your system may allow for a different type of credit, such as "facilitator credit".  If all else fails, "solicitor credit" is the next best thing.  

There is a wealth of information in your gift table for engagement scoring - not just if they made a gift, but also the velocity of giving, for example - how their giving increases over time.   And then, of course, consecutive years of giving divided by number of years since graduation, etc.  

Terry Callaghan

Zuri Group