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kfettich edited this page Sep 6, 2022 · 2 revisions

Recency:

If a person's last donation was:

  • the last 180 days: R = 5,
  • 180-365 days ago: R = 4
  • 365 - 728 days ago: R = 3,
  • 728 - 1093 days ago: R = 2
  • More than 0: R = 1
  • Never given: R = 0

Frequency:

If in the last 24 months someone has made a total of

  • 24 or more donations: F = 5,
  • 12 - 23 donations: F = 4
  • 3 - 11 donations: F = 3
  • 2 donations: F = 2;
  • 1 donation: F = 1
  • 0 donations: F = 0

Monetary value:

If someone's cumulative giving in the past 24 months is

  • $2001 ore more: M = 5
  • $501 - $2000: M = 4
  • $250 - $500: M = 3
  • $101 - $249: M = 2
  • $25 - $100 - $50: M = 1
  • $0 - 25: M = 0

the impact labels are as follows:

  • High impact: (F+M)/2 is between 4-5
  • Low impact: (F+M)/2 is between 1-3

the engagement labels are as follows:

  • engaged: R = 5
  • slipping: R is 3-4
  • disengaged: R is 1-2

CAN WE INTEGRATE SCORING FOR FOSTERS/VOLUNTEERS?

"RFME" (E FOR ENGAGEMENT)

  • volunteered or fostered in the past 30 days: E = 5
  • volunteered or fostered in the past 6 months days: E = 4
  • volunteered or fostered in the past year: E = 3
  • volunteered or fostered in the past 2 years: E = 2
  • volunteered or fostered ever: E = 1
  • volunteered or fostered never: E = 0

(modified from Lauren's request of: E = 5 (CURRENT), E = 4 (WITHIN THE PAST YEAR), E = 3 (WITHIN THE PAST TWO YEARS), E = 2 (EVER), E = 0 (NEVER), because "1" value was missing and needed more specific definition of "current")