Set each donor's year-end ask amount with spreadsheet formulas Prompt
Prompt
Help me set a suggested year-end ask amount for each donor, using spreadsheet formulas based on their own giving pattern. Do not calculate amounts yourself. Give me formulas I can check. The goal is each donor's "biggest yes": a little more than they usually give, but still an easy yes for them. Use these signals: - Giving trend: is their yearly total going up, flat or down over the last [NUMBER, FOR EXAMPLE 3] years? - Frequency: how many gifts they usually make per year - Their last gift, and their largest gift in the last [NUMBER] years - Their group, from our GROUP column Rules: 1. Start from their last gift. If their trend is up, suggest [PERCENT, FOR EXAMPLE 20%] more. If flat, [PERCENT, FOR EXAMPLE 10%] more. If down, ask for their last gift amount, not more. 2. Never suggest more than their largest gift in the period times [NUMBER, FOR EXAMPLE 1.5]. 3. Round to friendly amounts: [FOR EXAMPLE: nearest $5 under $100, nearest $25 under $1,000, nearest $100 above that]. 4. MONTHLY DONORS: suggest a new monthly amount ([AMOUNT OR PERCENT] above their current one) and, separately, a one-time year-end gift equal to about [NUMBER] months of their current gift. 5. SKIPPED THIS YEAR: ask for their last gift amount. No increase. 6. FIRST-TIME DONORS: ask for the same amount as their first gift, and suggest a monthly amount of about [FRACTION, FOR EXAMPLE one-tenth] of it. 7. TOP DONORS: calculate an amount, but mark the row REVIEW so a person sets the final ask. 8. NEW MONTHLY and TOO RECENT: no ask amount. They get a thank-you only. Please give me: 1. Any helper columns needed, with Excel formulas and where they go. 2. An ASK AMOUNT column formula, plus MONTHLY ASK and ONE-TIME ASK columns for monthly donors. 3. A summary table formula showing the median ask by group. 4. A plain-English explanation of the logic I can share with my executive director. Use only the column names I give you. If a column I need is missing, tell me how to create it. OUR COLUMN NAMES (AND WHAT EACH CONTAINS): [PASTE COLUMN NAMES WITH A SHORT DESCRIPTION OF EACH]
Watch out for
Control: Formulas suggest; people decide. Review every top-donor amount by hand.
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