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Alumni (Data (Contacts (CanvasApp) (Contact Types (Lead, Prospect, Donor,…

- - - - Affinity (Connection Std D365 is Good)
      - Supporter ID
      - Distance (how far away are contacts)
      - Safe Guarding/Data Protection Checks (Volunteering)
    - - Lead
      - Prospect
      - Donor
      - Mentor/Mentee
      - Legator (Executor of the Will)
      - Testator (A deceased person who has left the Legacy)
      - Philanthropist
      - Supporter
    - - Historical Addresses with To/From Dates
    - - First Donations Details
        
        Received £
        
        Date
        
        Fund
        
        Event
      - GreatestDonations Details
        
        Received £
        
        Date
        
        Fund
        
        Event
      - Last Donations Details
        
        Received £
        
        Date
        
        Fund
        
        Event
      - Life-time Donations Details
        
        Received £
        
        Date
        
        Gift-Aid £
        
        Committed £
- - - - Direct Marketing
        
        Segmentation
        
        Thank you
        
        Event Comms
- - - - Document Management
    - - Automatic (BlackBaud Merchant Services)
      - Manual
  - - - Muched Loved
      - Virgin Money Giving
      - Just Giving
    - - Residuary (left over amount)
      - Pecuniary legacy (Fixed Amount)
        
        Ex Gratia Payments (Unexpected Legacy from a sense of moral obligation) (RNLI)
        
        Legacy Payment
      - Indemnities (RNLI)
      - Tax Deduction Certificate (RNLI)
      - Will Trust Valuations (Both)
    - - Continuous Card Payments (Record Credit Card Information)
      - One off
    - - Auto Import
        
        BACS
        
        Rapidata
      - Batch Processing (RNLI)
      - Handling Failed Direct Debits
- - - - Sessions
        
        Payment
        
        Attendance
        
        Hours (Volunteer)