Fundraiser Performance Management Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Add Spouse birthday as selectable query item in targeter

development officers would like to be able to receive the spouse birthday when they receive birthday notifications for a prospect. short of that if spouse birthday could be a query item in targeter the DO could make a list and save it for themselves.

  • Guest
  • Feb 11 2021
Targeter
  • Attach files
  • Guest commented
    February 15, 2021 20:57

    I'm a bit surprised that we have to ask for this--that the system doesn't already have it in place. I suppose a work around would be to add a plan to the spouse, so that person shows up on the birthday notifications. I suspect most development officers have not noticed this, and I wouldn't have either, but a donor spoke up about his spouse's birthday being just a few days before his. How embarrassing that is, especially in our times of equity awareness.

    Attachments Open full size

Related ideas