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Pre-Conversion Analysis
This form allows you to submit data for a conversion cost estimate.
Organization Information
Organization Name:
State:
Contact Name:
Contact Email:
Contact Phone:
Etapestry Account Executive:
Current data is stored in:
(Excel, FM, Access, and ACT)
How many files do you wish to convert?:
(i.e., Excel: # of sheets in the Excel file, Access: # of tables in that Access Database)
Number of records in each of the files:
(i.e., Names - 2000, Gifts - 5000)
Donors
Please mark any of the items that have been tracked in your current system
Donors:
Secondary Addresses (Business and Personal)
Secondary Addresses (Seasonal)
Extra Salutations (i.e., more than just informal "John" and formal "Mr. Smith")
Alternate Recognition Names or Anonymous donors
Relationships (Employer/Employee, Parent/Child)
Searchable unique ID (e.g., SSN, account #)
Volunteers (Volunteer hours, Volunteer work info)
Solicitors
Spouse Names
Alumni info (Class year, Major)
Gifts
Gifts:
Pledges
Pledge Payments
Pledges-multiple frequencies (monthly, quarterly, annually)
Tributes (a.k.a., Memorials, Honorariums)
Matching gifts
Soft Credits (linked and/or stand alone)
Approaches (solicitation method-can also include Events/Media Codes, a.k.a. Appeals)
Campaigns
Funds (sometimes known as Fund Accounts)
Payment Types in addition to Cash (e.g., Check, Credit Card, Stock)
In Kind Gifts
Giving Levels
Memberships (Join date, Renewals, Membership levels)
Disbursements (payments for Grants, Scholarships)
Purchases (non-deductible merchandise purchases)
Premiums (partially deductible)
Split gifts
Planned gifts
House Hold Relationships
Grants(Proposal submission, Grant amount)
Fields or Codes (known as Defined Fields in eTapestry)
Approximate number of "categories" of fields:
Also often known as Attributes or Classifications - Some common examples include Mailing Status (Do not mail), Account Type (Individual, Business)
Other
Other:
Contact Management section (records of conversations, emails, letters, faxes, etc.)
Note & Comment fields on Donor records
Note & Comment fields on Gift records
Task lists, To Do lists, Ticklers
Data Entry tracking Dates (i.e., created date/time, last updated by, etc.)
Additional Services
Additional Services:
Do you need to NCOA process your data (National Change of Address)?
Do you need a phone number update?
Do you have problems with a significant number of duplicates?
Comments
Comments:
(Please indicate other significant items that you track in your system that were not listed above)
