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Procedure/Guide

My Prospect Alerts — Recent Gifts and Pledges


Constituent Data,
Stewarding Donors
| 2 minutes to read
Last Updated: 09-15-2021

Summary

The self-service reports in My Prospect Alerts — a tab on the My Fundraiser page — provide accurate and timely information for development officers related to both their assigned and unassigned prospects. This guide explains how to use the Recent Gifts and Pledges subtab.

Key Takeaways

Such information is confidential and may only be used in accordance with WFAA’s polices, including its data disclosure and confidentiality policies.


When to Use

The My Prospect Alerts — Recent Gifts and Pledges Report outputs a list of all pledges, outright gifts, planned gifts, and pledge payments made, within a selected date range, by prospects that the user has engaged within the past year.

Specifically, the output includes all prospects for whom a user is a plan manager (primary, secondary, secondary solicitor) on an active plan, or an owner or additional solicitor of any interaction in the last 12 months or any step in pending/planned status.

The output, by default, includes gifts and pledges entered into ABE in the previous two weeks. Dates can be edited to provide any desired time frame and reflect the entered-on date for gifts and pledges.

This is a self-service report available to WFAA development staff and campus users who have the prospect and plan management role and have agreed to maintain the information’s confidentiality and to use it only in accordance with WFAA’s polices, including its data disclosure and confidentiality policies. This report does not replace the Donor Stewardship Report as the tool for generating acknowledgments by unit and department.

The report is only available to be viewed online and cannot be exported to any other format.

What Is Included in the Report

The My Prospect Alerts — Recent Gifts and Pledges report outputs the following fields:

Lookup ID

This is the unique ID used in the ABE CRM system. The report includes a hotlink that will redirect you to the constituent record in ABE CRM.

Constituent Name

The individual constituent associated with the Lookup ID

My Prospect Role

The current user’s role with the prospect and the constituent’s relationship to the prospect as appropriate

Examples include:

Prospect Manager or Prospect Manager/Participant — Spouse

Primary Manager or Primary Manager/Participant — Spouse or Primary Manager/Participant — Key Influencer

Secondary Manager or Secondary Manager/Participant — Decision Maker

Interaction Owner or Interaction Owner/Participant

Spouse Lookup ID

This is the unique ID used in the ABE CRM system for the constituent’s spouse, if one exists and is linked. The report includes a hotlink that will redirect you to the spouse’s record in ABE CRM.

Spouse Name

The individual constituent associated with the Spouse Lookup ID

Donor-Directed Organization

If the gift or pledge is directed from the donor via an organization, the organization is indicated. The report includes a hotlink that will redirect you to the organization’s record in ABE CRM.

Date Entered

The date the gift or pledge was entered into ABE CRM

Transaction Date

The date the gift or pledge was made by the donor

Recognition Amount

The amount of the gift or pledge

Transaction Type

Indicates whether the gift or pledge was a payment, pledge, or pledge payment

Revenue ID

The unique ID used in the ABE CRM system for the gift or pledge. The report includes a hotlink that will redirect you to the specific gift or pledge record in ABE CRM.

Fund Number

The unique number used in ABE CRM for the specific fund into which the gift or pledge was directed

Fund Name

The unique name used in ABE CRM associated with the fund number

How to Generate the Report

  1. Log in to ABE CRM.
  2. On the navigation bar, click Prospects.
  3. Under Prospect Management, click My Fundraiser page.
  4. Select the My Prospect Alerts tab from among the tab options (you may need to scroll to the far right).
  5. Click the Recent Gifts and Pledges subtab on the red bar.
  6. The Entered Start Date and Entered End Date will default to the last two weeks. You may edit the date range and click the View Report button on the far right of the tan bar to see gifts entered in the date range specified. This report pulls transactions based on the date entered by Gift Processing.

Note: The Fundraiser field defaults to the current user and may not be edited.


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