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Procedure/Guide

Prospect Plan Report Complete Reference


Constituent Data,
Fundraising,
Stewarding Donors
| 3 minutes to read
Last Updated: 09-15-2021

Summary

The Prospect Plan Report is a self-service report used to query assigned or unassigned plans to aid in managing development activity.

Key Takeaways

  • When to use the Prospect Plan Report
  • What is included in the Prospect Plan Report
  • How to generate the Prospect Plan Report
  • 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 Prospect Plan Report outputs information about assigned or unassigned plans, based on chosen inputs, making it a useful tool in managing your development activity.

Report inputs include: plan group, plan manager, prospect plan type, unit, department, state, and region, along with options to include/exclude historical plans and Excel-ready formatting.

The report outputs a number of useful fields — from demographics and contact information to capacity and likelihood — to help fundraisers manage their activity and workflow.

  • Choosing yourself in the Plan Manager selection will return all plans on which you are a primary or secondary plan manager. Multiple plan managers may be selected to review a group of plan managers on one report.
  • Choosing “unassigned” in the Plan Manager selection, and then selecting a Unit (and Department if desired) and/or State and/or Region will return all identified prospects and prospects in qualification or stewardship.

The report can be exported into Excel for easy sorting and filtering, and it can be viewed in ABE CRM or as a PDF.

What Is Included in the Report

The Prospect Plan Report outputs assigned or unassigned prospect plans, including but not limited to 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.

Prospect Status

Indicates whether a constituent is a VIP-level prospect or has been marked as “Not a Prospect”

Household Total Giving Amount

This is based on the WFAA standard definition for household giving, which reflects recognition credit and includes gifts, pledges, deferred gifts, and informational gifts, as well as gifts from companies, foundations, and donor-advised funds that are soft credited to an individual in the household. “Household” is defined by the current spousal relationship.

Disqualified for Site

Outputs the site for which a research and/or development disqualification note is applied and is active (not end-dated). The site of WFA — Wisconsin Foundation and Alumni Association encompasses all UW sites and indicates a prospect has been disqualified for the entire organization. If several disqualifications have been made for a constituent, the sites will be listed in alphabetical order.

Prospect Manager

If a prospect manager exists for the prospect, the name will be displayed here. Please contact this individual before reaching out to the prospect.

Primary Plan Manager

The full name of the user assigned in the primary plan manager role; since the report outputs plans for both primary and secondary plan manager roles, in some cases this may not be the plan manager originally selected as an input.

Secondary Plan Manager

The full name of the user assigned in the secondary plan manager role; since the report outputs plans for both primary and secondary plan manager roles, in some cases this may be the plan manager originally selected as an input.

Historical

Returns a “Y” value if the plan returned is historical (i.e., not active); however, a “Y” can only be returned if the user has selected “Yes” to “Include Historical” as an initial input. No value is returned if the plan is active.

Other Assigned Plans Flag

Returns a “Y” value if the prospect has additional plans to which other development officers are assigned as a plan manager. No value is returned if other assigned plans do not exist.

Plan Type

The plan type — such as Major Gift, Leadership Annual Gift, or Gift Planning — provides quick insight into the type of development activity happening with the prospect.

Plan Name

This is the name of the plan, e.g., EGR BRADG/RUSSSA Gift Planning or MED Major Gift. All plan names follow a similar syntax: [SITE] [DOD/QUAL/BLANK] [Plan Type].

Plan Group

While uncommon, the plan group feature allows users to view plans that have specific attributes associated with a WFAA initiative, e.g., “Legacy Project” or “LET A-Rated Project.” It is recommended to select “All Plans” on most occasions. The plan group also appears as an output.

Opportunity Status

If an opportunity exists on the plan, the status of that opportunity will be displayed here; otherwise, the field will be blank. Possible outputs include: Accepted, Response Pending, Rejected, Qualified, and Canceled.

Create Date

The date the plan was created

Research Qualification Note

If the prospect was identified by research, the rationale and background for the identification will be included here.

Site

The site associated with the plan, e.g., EDU — Education. This field will return “multiple (x),” where X is the number of sites, when more than one site is attached to a prospect plan.

Last Completed Step Date

The date of the most recently completed step on the plan. If no date is returned, then no past step exists on the plan.

Completed Step Contact Method

This is the contact method for the most recently completed step on the plan. Outputs include but are not limited to: Email, Phone Call, Personal Meeting, Letter, Group Visit, and Virtual Meeting

Last Contact By

The owner of the last completed step

Next Expected Step Date

The date of the next step on a plan. If no date is returned, then no future step exists on the plan.

Next Step Contact Method

This is the contact method for the next step on the plan. Outputs include but are not limited to: Email, Phone Call, Personal Meeting, Letter, Group Visit, and Virtual Meeting.

Next Contact By

The owner of the next plan step

Address, Email, Phone

Returns the primary for each type of contact information

Region

The geographic region as defined by their address and the ABE regional definition. ABE regions do not cover all constituent addresses, so for further refinement, the user may choose a particular state and select “ALL” for Regions.

Ind. GCR

Returns the individual gift capacity rating, which is an estimate of a prospect’s ability to give a gift of a certain size, payable over a five-year time frame

Ind. LAG Likelihood Rating

Returns the predictive model score that indicates a prospect’s likelihood to make a $1,000–$24,999 gift

Ind. MG Likelihood Rating

Returns the predictive model score that indicates a prospect’s likelihood to make a $25,000+ gift

Ind. PG Likelihood Rating

Returns the predictive model score that indicates a prospect’s likelihood to make a planned gift

How to Generate the Prospect Plan Report

  1. Log in to ABE CRM.
  2. On the navigation bar, click WFAA Reports.
  3. Click the DEV — Prospect — Prospect Plan.
  4. If necessary, select the applicable Plan Group. To see all plans, select All Plans. (Most plans do not have a plan group associated with them.)
  5. Select Plan Manager. (Choose a person or multiple people for assigned plans; choose unassigned for plans with no plan managers assigned.)
  6. Select Prospect Plan Type.
  7. Select Unit.
  8. Select Department. (If not applicable, leave as default ALL — All Departments.)
  9. Select State. (If you choose a state, choose ALL for Region)
  10. Select Region. (If you choose a region, choose ALL for State)
  11. Select Include Historical. (For assigned, choose “Yes” only if you want inactive plans included; for unassigned, always set to “No.”)
  12. Select Excel-Ready Formatting.
  13. Click View Report.

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