We recently received our screening results, and we are a fairly diverse organization, with development staff in several states - sharing the same RE database.

 I'd like to give some fairly simple suggestions to the staff of ways they might use the information. (In addition to the more in-depth work I'll be doing with them), and I'd really like to hear some of your simple suggestions - think "Top 10 Easy Uses" kind of list. :)

A couple I've come up with so far include:

Query everyone with an annual gift liklihood of 600+, a target gift amount of $1000+ and total giving last year of less than $250. Consider a special upgrade mailing to this group.

Query everyone with a major gift liklihood of 750+ and total giving in the last three years of less than $1,000. Follow up on any names that surprise you.

Query everyone with a planned giving liklihood of 800+ and consider scheduling a visit with the planned giving staff person and yourself for any that you know but didn't expect to see on the list.

Would you share your ideas with us, too, please?

Thanks, Ingrid

Ingrid Zepp
Devereux Foundation

Thank you Ingrid.

We just signed up to use ResearchPoint and will register for WealthPoint.

Thank you so much for your great ideas. They will be helpful when planning the direction we need to go in.

Have a great day!

Marie C. Morich

Day Kimball Hospital, Putnam, CT