The Giving Score Blog Series: Issue 4
Published
In last week’s issue, I highlighted The Giving Score video tutorials, available through Training Central, and covered best practices for helping your solicitors leverage The Giving Score.
I've been in San Diego at the AFP International Conference thinking about what to discuss in this week’s blog. I talked to so many Raiser’s Edge customers this week and answered many questions about The Giving Score. In my experience, if one person has a question, others have the same question but aren't compelled to ask. So for this week's blog, here are the some of the frequently asked questions (and answers) from the conference:
Note: These questions are a little more technical than the questions I answered in the first issue of this blog series.
Can I manually override a Giving Score rating on the constituent record? If I do, what happens to it the next time I run The Giving Score?
Yes, you can manually update The Giving Score rating. You will see the new score on the constituent record and the original score can be seen on the Ratings tab for historical purposes. When you run The Giving Score again, the score will not be updated.
How is The Giving Score specific to my organization?
The Giving Score takes the giving history and home addresses of your donors along with external, publicly available data like demographics and credit information to determine likelihood and capacity to give.
I have too many VIPs to manage. How can I narrow them down?
You can use queries to further segment your VIPs. You can create “levels” of VIPs by categorizing them by giving range. For example, you might want to identify donors that have given more than $1,000 from those that have given less than $1,000. If you have a major giving program, you could also segment those donors that have an assigned solicitor from those that do not.
Why are some non-donors being scored as VIPs?
If a non-donor or low giver scores as a VIP, it could be because he matches the other characteristics in the algorithm and “looks like” your other major donors. We recommend that you take a closer look at these individuals because they do match on both likelihood and capacity.
Giving Score Best Practices
Throughout the year we offer Giving Score best practice webinars. The next Giving Score best practice session is scheduled for May 22 at 2:00 p.m. ET and will focus on using WealthPoint with The Giving Score. Register now for a live session.
Where can I learn more about The Giving Score?
From inside The Raiser’s Edge 7.92, click the Resource Center button in the upper right corner of your screen and you’ll find a direct link to resources to learn more about The Giving Score.
If are not yet using The Raiser’s Edge 7.92, The Raiser’s Edge Customer Resource Center is your one-stop-shop for everything you need to prepare for and upgrade to 7.92.
If you have already run The Giving Score, I’d love to hear what you think.
I've been in San Diego at the AFP International Conference thinking about what to discuss in this week’s blog. I talked to so many Raiser’s Edge customers this week and answered many questions about The Giving Score. In my experience, if one person has a question, others have the same question but aren't compelled to ask. So for this week's blog, here are the some of the frequently asked questions (and answers) from the conference:
Note: These questions are a little more technical than the questions I answered in the first issue of this blog series.
Can I manually override a Giving Score rating on the constituent record? If I do, what happens to it the next time I run The Giving Score?
Yes, you can manually update The Giving Score rating. You will see the new score on the constituent record and the original score can be seen on the Ratings tab for historical purposes. When you run The Giving Score again, the score will not be updated.
How is The Giving Score specific to my organization?
The Giving Score takes the giving history and home addresses of your donors along with external, publicly available data like demographics and credit information to determine likelihood and capacity to give.
I have too many VIPs to manage. How can I narrow them down?
You can use queries to further segment your VIPs. You can create “levels” of VIPs by categorizing them by giving range. For example, you might want to identify donors that have given more than $1,000 from those that have given less than $1,000. If you have a major giving program, you could also segment those donors that have an assigned solicitor from those that do not.
Why are some non-donors being scored as VIPs?
If a non-donor or low giver scores as a VIP, it could be because he matches the other characteristics in the algorithm and “looks like” your other major donors. We recommend that you take a closer look at these individuals because they do match on both likelihood and capacity.
Giving Score Best Practices
Throughout the year we offer Giving Score best practice webinars. The next Giving Score best practice session is scheduled for May 22 at 2:00 p.m. ET and will focus on using WealthPoint with The Giving Score. Register now for a live session.
Where can I learn more about The Giving Score?
From inside The Raiser’s Edge 7.92, click the Resource Center button in the upper right corner of your screen and you’ll find a direct link to resources to learn more about The Giving Score.
If are not yet using The Raiser’s Edge 7.92, The Raiser’s Edge Customer Resource Center is your one-stop-shop for everything you need to prepare for and upgrade to 7.92.
If you have already run The Giving Score, I’d love to hear what you think.
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Raiser's Edge® Blog
04/10/2013 11:17am EDT
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