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picture1_The Gift Of Therapy Pdf 47498 | Overdue Pledge Reminder Business Process


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File: The Gift Of Therapy Pdf 47498 | Overdue Pledge Reminder Business Process
overdue pledge reminder business process process purpose the purpose of the overdue pledge reminder process is to identify process and send overdue reminder letters to donors for payments on pledges ...

icon picture PDF Filetype PDF | Posted on 18 Aug 2022 | 3 years ago
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                    OVERDUE PLEDGE REMINDER BUSINESS PROCESS 
                     
                      Process Purpose:                    The purpose of the Overdue Pledge Reminder Process is to identify, process and send 
                                                          overdue reminder letters to donors for payments on pledges and recurring gifts* that 
                                                          are past due (next installment date is prior to this month), while providing the option 
                                                          to identify overdue reminders that are to be customized or  skipped.  
                                                           
                                                          The goal is to leverage Cannon and deliver a clear and concise overdue reminder 
                                                          process to our donors, providing transparency and tracking of the overdue reminder 
                                                          process. 
                                                           
                                                          *See Process Scope and Specific Process Scope Exclusions for details 
                      Role:                                    •    All Prospect Managers with assigned Prospects in Cannon 
                                                               •    Annual Giving team 
                                                               •    Development Assistants and Executive Assistants 
                                                               •    Revenue team 
                      Process Scope:                      This process manages the review, distribution, and tracking of overdue reminder 
                                                          letters for pledge installments or recurring gift payments that are due prior to this 
                                                          month. 
                                                          (Please see next section for specific exclusions from process) 
                                                                
                                                               1.   Overdue Reminder Review Scope (Gift Alerts): 
                                                                    Similar to the current Pledge reminder process, overdue pledge and recurring 
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                                                                    gift payments are reviewed between the 1  and 15  of each month. The 
                                                                    Relationship manager decides if action is taken on this revenue record (skip 
                                                                    overdue reminder or send personal overdue reminder) and the reminder 
                                                                    history will be stamped and negated from the automated overdue reminder 
                                                                    process) 
                                                                     
                                                               2.   Overdue Skipped Reminders Scope 
                                                                    For overdue payments from 1. where the RM decides to use ‘Skip Overdue 
                                                                    Reminder’ task, no reminder letter will be sent to the donor that month. 
                                                                    (Revenue attribute of ‘skip overdue reminder’ is temporary added) 
                                                                     
                                                               3.   Send Personal Overdue Reminder Distribution Scope 
                                                                    For overdue payments from 1. where the RM decides to use ‘Send Personal 
                                                                    Overdue Reminder’ task, the RM is responsible for providing an overdue 
                                                                    reminder to the donor using a personal outreach and completing the 
                                                                    automated pending general interaction on the constituent record. 
                                                                     
                                                               4.   Standard Automated Reminder Letter Distribution Scope: 
                                                                    Any overdue payments from 1. where the RM takes no action will be 
                                                                    included in the standard reminder letter generation processes. 
                                                                    Grouped reminder processes are created per approved segmentation. (eg. by 
                                                                    colleges, units) like the current Pledge reminder process.  
                                                                    Note: In order the for the letter to be processed, the reminder flag on the 
                                                                    overall commitment will need to be flagged as “Yes”. (See scope exclusion 
                                                                    note below) 
                                                                     
                                                                     
                     
                     
                                                                    Segmentation is currently: 
                                                                    •    Per Relationship manager (in specific colleges, units), unassigned 
                                                                         commitments or EA support specific 
                                                                    and 
                                                                    •    2 decided letter templates: 
                                                                              o    Organizations including Sponsorships 
                                                                              o    Individuals and Foundations 
                                                               5.   Reminder History Tracking Scope: 
                                                                    The reminder history will track all activity on an overdue payment along with 
                                                                    a date stamp and comments of who performed the action. In the case where 
                                                                    a “send personal overdue reminder” is selected, once the status of the 
                                                                    general interaction is changed to “completed” is then when the reminder 
                                                                    history will be stamped. 
                                                           
                                                          *active are considered all active Pledges with a balance greater than 0 and all 
                                                          Recurring Gifts with a status of active or lapsed 
                      Specific Process Scope              Commitments with Send Reminder Flag = N 
                      Exclusions:                         The following are reasons where reminder will equal no upon creation of a Pledge or 
                                                          Recurring Gift and will be omitted from automated Reminder process (but will still 
                                                          display as an overdue transaction): 
                                                               •    Donor has requested to never receive a reminder letter for the duration of 
                                                                    the commitment 
                                                               •    Online LO Recurring gifts 
                                                               •    Payroll automated transactions 
                                                               •    Payment method of Credit card. 
                                                           
                                                          For commitments needing an overdue letter, a request to donate@uoguelph.ca to 
                                                          change the reminder flag to yes will need to take place. 
                                                                                                     st       th
                      Process Input:                      This process is initiated between the 1  and 15  of each month for each relationship 
                                                          manager to use their My Fundraiser Page to review each transaction that is flagged 
                                                          for an overdue reminder letter under specific criteria (see scope above). When a 
                                                          transaction is selected to be skipped or a personal reminder option is selected, a 
                                                          temporary revenue attribute is added to the commitment to ensure it is omitted from 
                                                          the standard reminder letter process and is removed at the end of the month 
                                                          automatically to cycle through the process again. 
                                                           
                                                          Transactions will be listed under the Gift Alerts of the Prospect manager assigned and 
                                                          not to be mistaken for the Primary Plan Manager if it differs. *See process output for 
                                                          scenario.  
                                                          For transactions where a Prospect Manager is not assigned, the revenue records will 
                                                          fall under a tab for AAG team to review under Reminder Process in Cannon to be 
                                                          reviewed and tasked. 
                                                           
                                                                     th
                                                          On the 15  of each month, an automated queue runs of all the letter reminder 
                                                          processes. The Development/Executive Assistant teams are then tasked to go into the 
                                                          respected Reminder letter process in Cannon to review the mail merge letters to 
                                                          adjust accordingly. The reminder history is automatically stamped during the 
                                                                                           th
                                                          automated process on the 15  for each record noted in the output.  
                      Process Boundaries:                      •    This process is initiated at the start of each month where relationship 
                                                                    managers are to review the overdue payments due and determine if a letter 
                                                                    needs to be sent for that month. (Using the next instalment date, it will be at 
                     
                     
                                                                    the discretion of the Prospect Manager to determine a 3-6-9 month reminder 
                                                                    letter schedule) 
                                                                                                                                       th
                                                               •     Reminder letters are to be processed and printed on the 15  of each month 
                                                                    omitting those that have a revenue attribute of skip overdue reminder. At 
                                                                    this time, revenue records are stamped of the reminder letter being sent in 
                                                                    Cannon if one exists or what action was taken. 
                                                               •    At the end of each month, the overdue reminder revenue attribute is 
                                                                    removed, and the process begins again for the next month 
                      Process Flow:                                  
                                                               •    To follow the same workflow of the Pledge reminder process with the 
                                                                    exception of tasks explicitly indicating “overdue” 
                                                                    http://aadtraining.uoguelph.ca/pdf/Pledge%20Reminder%20Process%20wor
                                                                    kflow.pdf 
                                                                     
                      Process Output:                     Scenarios/use case examples when skip overdue reminder would be used: 
                                                               •    A discrepancy in the payment needs to be modified and it is close to the 
                                                                    overdue reminder being sent and want to ensure donor does not receive one 
                                                               •    A donor has specified that the overdue payment was made already and 
                                                                    currently in process 
                                                          Scenarios/use case examples when send personal overdue reminder would be used: 
                                                               •    The Plan manager differs from the Prospect Manager, the Prospect manager 
                                                                    can flag to the Plan manager for a personal overdue reminder to be sent and 
                                                                    reviewed. A conversation between the RM’s is confirmed and owner of the 
                                                                    general interaction is modified. 
                                                               •    A joint pledge where transaction totals will need to be combined 
                                                               •    A relationship manager would like to use the template but add additional 
                                                                    verbiage or edits to the templates  
                      Exceptions to Normal                     •    All unassigned pledges and recurring gifts will fall under the Annual Giving 
                      Process Flow:                                 team and take place under a separate data list but will have the same task 
                                                                    options to ‘skip overdue reminder’ or ‘send a personal overdue reminder’. 
                                                               •    Upon selection of the cancel skip overdue reminder the reminder history is 
                                                                    updated with a comment of cancelled and the revenue attribute is removed 
                                                                    and follow the automated letter process 
                                                               •    Upon selection of the cancel send personal overdue reminder task the 
                                                                    interaction status is changed to canceled and the reminder history is 
                                                                    commented with canceled 
                                                               •    If the skip overdue reminder general interaction is canceled, the reminder 
                                                                    history is stamped with a comment that the interaction was canceled. 
                      Control Points and                       •    If no action is taken from the relation manager at the review reminders 
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                      Measurements:                                 scope (between the 1  – 15  of each month), a standard overdue reminder 
                                                                    letter will be processed to be printed, signed and sent. 
                                                               •    Letter Templates will be reviewed on an annual basis for overall content and 
                                                                    field mapping by the communications teams when all templates are 
                                                                    reviewed. 
                                                               •    The review reminder history and analysis on number of skipped and custom 
                                                                    reminder task will be reviewed by SLT and presented at the Fundraiser 
                                                                    Alignment Meetings. 
                     
                 
                 Cannon Training Material:            Training Videos: 
                                                      To follow the same protocols as the current Pledge reminder process with 
                                                      the exception of a different datalist of overdue transactions to review. 
                                                      Revamped Pledge Reminder Process – Fundraisers 
                                                      Automated Pledge Reminder Letter process 
                                                      Pledge Reminder – Unassigned constituent records 
                                               
                                                       
                 Process Owner:               Due to the complexity and range of audience through the process, process Ownership 
                                              has been divided up to the following: 
                                                      •  Letter templates, content, and review – Engagement Services, 
                                                         Communications 
                                                      •  System modifications and development (query and queue/global 
                                                         change) – IS team/BAT Office 
                                                      •  Accountability; reporting analysis Directors of Alumni Advancement, 
                                                         Major Giving, OVC and OAC 
                 
                 
                 
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...Overdue pledge reminder business process purpose the of is to identify and send letters donors for payments on pledges recurring gifts that are past due next installment date prior this month while providing option reminders be customized or skipped goal leverage cannon deliver a clear concise our transparency tracking see scope specific exclusions details role all prospect managers with assigned prospects in annual giving team development assistants executive revenue manages review distribution installments gift please section from alerts similar current st th reviewed between each relationship manager decides if action taken record skip personal history will stamped negated automated where rm use task no letter sent donor attribute temporary added responsible an using outreach completing pending general interaction constituent standard any takes included generation processes grouped created per approved segmentation eg by colleges units like note order processed flag overall commitme...

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