Segmentation Tag Archive

Track Leadership Giving

Leadership Givers are Individuals whose total gift reaches a specific Level for a given Campaign Year (for example, Tocqueville, Gold, Silver, or Bronze). Andar allows your fundraising organization to define Leadership Levels to acknowledge different levels of giving. Once the Leadership Levels are defined and linked to a specific campaign or all campaigns, Andar will automatically assign an Individual Leadership Level and Combined Leadership Level to an Individual donor based on their gift amount or combined gift amount for the campaign or for all campaigns in a particular campaign year.

An Individual's Individual Leadership Level and Combined Leadership Level can also be assigned based on the fundraising organization that owns the pledges and the RUM dollars.

The leadership levels are not automatically rolled over - remember to add them for the new campaign year.

Take a look at what a Leadership Override is.

Leadership data can be viewed on Individual and Organization account profiles, custom Bio Tabs on the Individual account profiles, and Dashboards. Leadership churn data can be retrieved from Andar by Data Mining Operations and Leadership reports.


Thank you letter

The Thank You Letter feature enables you to produce Thank You Letters or confirmation letters for donors. The letter will list gifts, designations and contents specifically tailored to the donor's interests.

For those sites licensed for MIG, you are able to create, print or email letters directly from the software. For those sites not licensed for MIG, you are able to produce a CSV file and mail-merge it into a word processor document with pre-defined letter templates.