End Of Fiscal Year Ideas For ResearchPoint
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June 30th for most people just simply means the last day of the month but for those of us in fundraising it can carry on a very different meaning. Many non-profits (not all) have their fiscal year ending June 30th.
A time for closing out the last year and thinking about the next year ahead. This got me to thinking of how ResearchPoint can help provide some insight and accountability.
As many of you may have heard me say I don’t see anything such as ResearchPoint, modeling and other resources as an expense. They are an investment into helping achieve the fundraising and friendraising goal of an institution. Below are some ideas of items we can report on and documenting the value of the work we do.
The first thing would be to create a folder and may entitle it Tracking. All the queries you develop can reside in that folder and will be easy to access at any given point throughout the year.
Some great items to query on are located in the Wealth Information Folder in RP
Research confirmed is a great field to track all your prospects that you have confirmed. I always say you have three options here. One – you don’t use it and that is ok. Two – you use but only for Assets. Three – you use it for everything in the record. If you do use it then query on who is confirmed and Date changed or if you want to track who has confirmed prospects then choose Changed by user name.
Use the WealthPoint screening date to track the number of prospects you have screened over the last year. Think also about how many people have you added over the last year and the Date added field is very helpful there.
While your ResearchPoint subscription is not based on your fiscal year it is always a good time to check and see where you are at. Do you have a large number of batch screenings left for those with Essentials and Professional subscription levels. If you have ResearchPoint Starter how many individual screenings do you have left? Make sure you use them even it is to rescreen those that have not been wealth screened in some time. To do this just go to the Home tab and then click on Subscription status.
So what other items are you all tracking and using to report back on the amazing and worthwhile work that you do? I find it interesting to see how others are tracking the ROI on the work that we do.
Happy end of the fiscal year and enjoy the July 4th holiday!
As many of you may have heard me say I don’t see anything such as ResearchPoint, modeling and other resources as an expense. They are an investment into helping achieve the fundraising and friendraising goal of an institution. Below are some ideas of items we can report on and documenting the value of the work we do.
The first thing would be to create a folder and may entitle it Tracking. All the queries you develop can reside in that folder and will be easy to access at any given point throughout the year.
Some great items to query on are located in the Wealth Information Folder in RP
Research confirmed is a great field to track all your prospects that you have confirmed. I always say you have three options here. One – you don’t use it and that is ok. Two – you use but only for Assets. Three – you use it for everything in the record. If you do use it then query on who is confirmed and Date changed or if you want to track who has confirmed prospects then choose Changed by user name.
Use the WealthPoint screening date to track the number of prospects you have screened over the last year. Think also about how many people have you added over the last year and the Date added field is very helpful there.
While your ResearchPoint subscription is not based on your fiscal year it is always a good time to check and see where you are at. Do you have a large number of batch screenings left for those with Essentials and Professional subscription levels. If you have ResearchPoint Starter how many individual screenings do you have left? Make sure you use them even it is to rescreen those that have not been wealth screened in some time. To do this just go to the Home tab and then click on Subscription status.
So what other items are you all tracking and using to report back on the amazing and worthwhile work that you do? I find it interesting to see how others are tracking the ROI on the work that we do.
Happy end of the fiscal year and enjoy the July 4th holiday!
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06/29/2016 2:18pm EDT
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