CAPABILITY

Capability is an estimated amount of money (or rating) that a donor is able to donate overall. You can set this to a numerical or text value. For example, ‘$100,000’ or ‘EXCELLENT’.

CAPABILITY_SCORE

Capability Score is similar to Capability. It is the amount of money that a donor is willing to donate to your organization. This score is assigned by a solicitor or fund development manager to the prospect/donor. It populates the Assigned Capability Score and Calculated Capability Score fields on the Prospect Moves Management Screen. This is generally represented by a numerical value, such as ‘$10,000’ or ‘$20,000’.

EXTERNAL_WEALTH

FUNDING_DISINTEREST

Funding Disinterest represents possible causes that a donor is not interested in donating towards. Examples of this include ‘Autism Research’ or ‘Breast Cancer Research’.

FUNDING_INTEREST

Funding Disinterest represents possible causes that a donor is interested in donating towards. Examples of this include ‘Autism Research’ or ‘Breast Cancer Research’.

INCLINATION

Inclination is an assigned score or rating that a fund development manager or solicitor would assign to a donor or prospect to rate their inclination or want to donate money. Examples include ‘Hot’ or ‘Cold’.

MOVES_ACTIVITY_TYPE

This is used to populate Moves Activity Type fields throughout the Moves Management screens. Activity types can range from phone calls to e-mails to personal contact.

MOVES_PLAN_STATUS

This is used to designate a status to existing Moves plans. Examples include ‘Pending’ or ‘Successful’.

MOVES_STAGE

Moves Stages are steps or labels used to categorize prospects and donors. Prospects progress through the Moves Management system in stages. This system code allows you to define all of the stages a prospect could be labeled with in your Moves Management system.

PRIORITY_RATING

Priority Rating is a score used by the fund development manager or solicitor to label a prospect by importance in the Moves Management system. Examples include ‘High’ or ‘Low’ or ‘Extremely Important’.

RELATIONSHIP

Relationship works in conjunction with Relationship Type on the Prospect Moves Plan Management screen. Relationship is the role that the selected prospect holds with a related constituent. For example, a selected prospect could be a ‘Chair’ or ‘Sponsor’ for a related constituent.