Oh, and packages are segments of a mailing. They could be actual variations of a letter or simply groups you want to track for analysis. I always segment my mailings by date of last gift (Current 0-12 months, LYBUNT 13-24 months, and Lapsed 25-36 months) but will also track particular groups for some...

The way I do it is to only create proposals for the Major Gift propsects. (which for us is a $1,000+ gift potential) These proposals are created only for prospects assigned to solicitors so that the responsibility for upkeep is on the gift officer (presumably). One year I created proposals for every...

When you are preparing your data for the mailing (either for internal processing or to send to a mailhouse) you simply code as package codes any groups you want to track with different codes. You then data enter gifts as they come in wit the appropriate appeal and package. There is a segmentation tool...

We use an Attribute named "Refused for FY" (Yes/No entry) with the date we receive the appeal response. This allows us to not only query on it but also exclude those constituents from LYBUNT and SYBUNT reports. Once the fiscal year is over, we export a list of those who had refused, globally...