Summary
With WFAA’s recent launch of a new financial system FAST and new CRM 4WARD, some of our articles may be out of date. We are working to make updates as soon as possible. Please contact help@uwadvancement.org if you have any questions.
The Unassigned Plans Report is a self-service report used to query unassigned prospect plans to aid in managing development activity.
Key Takeaways
- When to use the Unassigned Plans Report
- What is included in the Unassigned Plans Report
- How to generate the Unassigned Plans Report
- Such information is confidential and may only be used in accordance with WFAA’s policies, including its data disclosure and confidentiality policies.
When to Use
The Unassigned Plans Report outputs information about unassigned prospect plans. The report returns any unassigned plan on which the selected development officer owns a past or future step. This report will display cultivation plans with no assigned plan managers, as well as stewardship, volunteer, and prospect manager strategy plans, which, by policy, do not have plan managers assigned.
Given the variety of useful data points — such as capacity, likelihood, recent giving, opportunity information, and next/last interaction — fundraisers and development support can use this report to conduct plan maintenance and prioritization.
The report can be exported into Excel for easy sorting and filtering, and it can be viewed in ABE CRM or as a PDF.
RELATED REPORTS
If you wish to view your assigned plans — those that are in your portfolio — use the Portfolio Report.
What Is Included in the Report
The Unassigned Plans Report outputs all unassigned plans on which a specified user is the owner of a completed, pending, or planned step, including but not limited to the following fields:
| Recommended Maintenance | Designed to help guide conversations about qualification activity. Possible outputs include: – Deceased or marked as Not a Prospect — Mark Plan Historical – Potential DoD Assignment – Plan Closure is Imminent – No Pending Step – Overdue Pending Step >60-Days – No Pending Step, Last Completed Step 6+ Months – Overdue Pending Step > 60 Days, Last Completed Step 6+ Months – Include QUAL in Plan Name |
| 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 Name | Full name along with columns of Last and First Name. |
| Deceased Flag | A Y/N indicator. Unless actions must still be taken, plans on deceased prospects should be made historical. |
| Region | The geographic region as defined by address and the ABE regional definition |
| Disqualified for Site | Outputs the site for which the research and/or development disqualification note is applied and is still 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. |
| Plan Name | The name of the plan displays as a hyperlink to the plan in ABE CRM. All active qualification plans (i.e., unassigned with a pending step) follow the same syntax: [SITE] [QUAL] [Plan Type]. The insertion of “QUAL,” indicates the prospect is in the qualification stage — interest and capacity are being confirmed. For example, a plan named “EDU QUAL Leadership Annual Gift” indicates that a prospect is being qualified for a LAG gift to Education. Other unassigned plans appear as [SITE] [Plan Type]. For example: LET Major Gift, MED Volunteer, UWF Stewardship. |
| Plan Group | While uncommon, the plan group feature allows DoDs to view plans that have specific attributes associated with a WFAA initiative, e.g., “Legacy Project” or “LET A-RATED Project.” Selecting “All Plans” allows you to see your active unassigned plans that fall under the parameters you choose. Selecting a specific plan group will limit the output to plans that contain the selected attribute. |
| Planned Gift/Interest | A “Y” will populate under the Planned Gift column if the constituent has a planned gift on record. A blank field indicates that the constituent does not have a planned gift on record. A “Y” in the Planned Gift Interest column indicates that the constituent has responded positively to a planned-giving survey question. |
| Prospect Status | Indicates whether a constituent is a VIP-level prospect or has been marked as “Not a Prospect” |
| Plan Type | The plan type — such as Major Gift, Leadership Annual Gift, or Gift Planning — indicates the intended and current type of development activity with the prospect. |
| Plan Stage | Indicates where the plan falls on the advancement continuum, based on the stage indicated on the most recent contact report associated with the plan |
| Plan 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. |
| HH GCR | Returns the household gift capacity rating, which is the largest individual gift capacity rating of both household members |
| Household Total Giving | Returns the total giving from the household. |
| Recent Gift to UW (Amount, Date, Site) | Returns details related to the most recent gift to WFAA |
| Recent Gift to Site (Amount, Date, Site) | Returns details related to the most recent gift to the unit selected in the report parameters |
| Likelihood MG Rating | Returns the predictive model score that indicates a prospect’s likelihood to make a $25,000+ gift |
| Likelihood LAG Rating | Returns the predictive model score that indicates a prospect’s likelihood to make a $1,000–$24,999 gift |
| Likelihood PG Rating | Returns the predictive model score that indicates a prospect’s likelihood to make a planned gift |
| Last Step Fields (multiple columns) | Displays details related to the last completed step on a plan. If no step has been completed on the plan, the fields will be blank. Only contact reports will be returned by these fields. |
| Next Step Fields (multiple columns) | Displays details related to the next step on a plan. All step types (including staff tasks) will display in these fields. If these fields are blank, then no future step exists on the plan. |
How to Generate the Unassigned Plans Report
- Log in to ABE CRM.
- On the navigation bar, click WFAA Reports.
- Click DEV — Prospect — Unassigned Plans report.
- 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.)
- Select the Fundraiser.
- Select applicable Unit (only affects data pertaining to Recent Gift to Site columns).
- Select applicable Department (only affects data pertaining to Recent Gift to Site columns).
- Select whether to Include Preferential Seating Gifts (only affects data pertaining to Recent Gift to UW columns).
- Select Recent Gift to Unit, if desired.
- Select Recent Gift to Department, if desired.
- Select applicable Prospect Status.
- Select Excel-Ready Formatting.
- Click View Report.