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Development Tab

The Development tab helps you with cultivating your donors. While the Donations tab is for recording the donations you receive, this tab helps you do intentional, targeted development. Use the Development tab to build your development goals, plans, and strategy. The information tracked on this tab is described below.

Qualification

The Qualification pane contains the following information:

Benefit Category - what benefits the Donor/Prospect has received from your affiliate.

• Unspecified - This simply means you choose not to specify any benefit category.
• Nuclear - A "nuclear" Donor/Prospect is someone who has "benefited directly" from the services your affiliate has provided. This would include those who have received homes, volunteers, staff, board members, and so forth.
• Affinity - An "affinity" Donor/Prospect is anyone who has "benefited indirectly" from the services your affiliate has provided. This would include churches, employers of homebuyers, vendors with whom your affiliate conducts business, and so forth.
• Fringe - A "fringe" Donor/Prospect is anyone who lives or conducts business in the same geographic area where your affiliate provides services. This would include people you wish to ask for donations, corporations, businesses, foundations, charitable trusts, and so forth.

Cultivation

The Cultivation pane contains the following information:

• Attendance - Check box to designate whether the Donor/Prospect has attended one of your affiliate-sponsored events. For example: a blitz build or a presentation. A check in this field indicates a Yes response, and an empty box (no check) indicates a No response. The Updated field to the right of this check box indicates when this information was last updated.
• Involvement - Check box to designate whether the Donor/Prospect is involved with your affiliate. For example, do they volunteer on a regular basis? The available choices in this drop-down list are: Unspecified, Low, Medium and High. Your affiliate should decide how you will define these four levels of involvement and apply them consistently.
  
  When the donor also has a Volunteers record, a small blue box is shown to the right of the word Involvement. When this volunteer information includes hours, the box has a check in it. If there are no hours, the box has an X in it. You can double-click this box to go to the Volunteers screen for this donor to review this information. The Updated field to the right of the Involvement field indicates when this information was last updated.
• Donations To Date - If the Donor/Prospect has made donations to your affiliate, the total of the donations made to date appears in this field.
• Level - This is the level of the donor's cultivation. The level of cultivation (how well a donor prospect has been cultivated) is based on the settings of the above three parameters: attendance, involvement, and donations.
  
  The cultivation parameters used to calculate this field are:
  • Attendance - The donor has attended an HFH event.
  • Involvement - The donor has been involved with your affiliate (Note: For purposes of calculating the cultivation level, they are only considered involved if their involvement has been set to Medium or High)
  • Donation - The donor has given a donation.
    Based on the above, possible values for this field are:

  A - Well Cultivated (3 out of the 3 Cultivation Parameters are true).

  B - Moderately Cultivated (2 out of the 3 Cultivation Parameters are true)

  C - Partially Cultivated (1 out of the 3 Cultivation Parameters are true)

  D - Not cultivated at all (0 out of the 3 Cultivation Parameters are true)

Donor Class

• Current - The Donor Class is based on the donor’s current average annual donation.
  

Average Annual Donation	Donor Class
$0	Not a donor
Greater than $0 but less than or equal to $100	Casual donor
Greater than $100 but less than or equal to $1,000	Core donor
Greater than $1,000 but less than or equal to $10,000	Major donor
Greater than $10,000	Mega donor

• Projected - This is your projection of the level to which you believe you can grow this donor. The Updated field to the right of the Projected field indicates when this data was last updated.

Donation History

The Donation History area displays a variety of useful information to consider when cultivating the donor. Keystone displays the dates of the donor's first and last (most recent) donations, as well as the monetary (cash) and in-kind gift amounts for each of those donations.

Keystone also shows the donor's money and in-kind giving for the current year (Current Year Total), for their entire giving history (Donations To Date), and their annual average giving (Annual Average), which is used in determining the Donor Class of the donor. The donor’s average annual giving is updated each time a donor makes a contribution, and is automatically updated for all donors on the first work day of each calendar year. You also can update this at any time for all donors by opening the Development tab in the Keystone ribbon and clicking Update Annual Averages.

Notes

The Notes section allows you to enter notes that might be helpful in cultivating the donor.  Click here for more information about using Notes and memo fields.