We are setting up engagement plans for our organization and I'm looking for examples of different fields you use to qualify who gets assigned to what engagement plan AND how you numerate those fields. We were brainstorming using the following fields:
Gifts in last N days
Total household gifts
# of years of giving
engagement with organization level
We assigned each of these items a different number value (for example gifts in last days over $10,000 get a points value of 40.) Then we will use a formula to come up with a total. Then use the total points to assign the household to a specific engagement plan.
I'm wondering what fields people use and if they have a points value system they use. We're having trouble figuring out what the correct weight system would be for each category. For example, we don't feel engagement should be weighted as much as last gift in n days, but how do we numerate that?
Any suggestions would be greatly appreciated! TIA.
