BCC Donor Matrix

	B	C	D	E	F	G	H	I	J	K	L	M	N
1		Automated Email	1st Handwritten Note	2nd Impact Stories & Social Media links	3rd Welcome Packet	4th Survey & Volunteer Opportunities	5th Personal Email	6th Small Gift	7th Phone Call	8th Major Donor Newsletter	9th Major Donor Event	10th Annual Report/Impact Report	Type of Donor Monthly or One-time
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3	Monthly up to $20	X	X	X	X	X
4	$20 to $99	X	X	X	X	X
5	Monthly $21 -$49	X	X	X	X	X
6	$100 - $400	X	X	X	X	X
7	Monthly $50 -$75	X	X	X	X	X	X
8	$401 -$600	X	X	X	X	X	X
9	Monthly $76 - $100	X	X	X	X	X	X
10	$601 -$999	X	X	X	X	X	X
11	Monthly $100 -$199	X	X	X	X	X	X	X
12	$1,000-$2,499	X	X	X	X	X	X	X
13	Monthly $200-$399	X	X	X	X	X	X	X	X
14	$2,500-$4,999	X	X	X	X	X	X	X	X
15	Monthly $400 & up	X	X	X	X	X	X	X	X	X	X	X
16	$5,000 & up	X	X	X	X	X	X	X	X	X	X	X
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19	*1st Gift receives automated email immediately
20	1st Connection		(within 7 days) mail handrwritten note				Task w/ update dashboard w/ manually completed task
21	2nd Connection		(14 days after intial gift @ 10AM) email impact stories & social media links				System automated email w/ automated completed task
22	3rd Connection		(in 3rd-4th week) mail Welcome Packet				Task 26 days after intial gift w/ manually completed task
23	4th Connection		(within 1 month) Current volunteer opportunities w/ dates & survey				44 days after initial gift system automated email w/ automated completed task
24	5th Connection		(month 2-3) personal email				80 days after initial gift Task w/ manually completed task
25	6th Connection		(month 4-5) small gift (pen/pad)				120 days after intial gift Task w/ manually completed task
26	7th Connection		(month 6-7) phone call				180 days after intial gift Task w/ manually completed task
27	8th Connection		Major Donor Newsletter				Early January (save the date)
28	9th Connection		Major Donor Event				Early March?
29	10th Connection		annual report/impact report
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32	*Only individuals who commit to monthly amount ($20 or more) or one-time $100+ gift will receive Welcome Packet
33	*Every gift above $20 will receive the 1st connection (Not BCC givers)
34	*After 1st initial gift, if nothing else is received we only go to the 3rd connection
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36	Major Donor & Monthly Donor Christmas Gift??
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39	TO DO:
40	-Lorin creates design for magnet (BCDC, round, map) & note pad
41	-Lorin creates short card & envelope
42	-Create 1st automated email
43	-Create 2nd connection email w/ impact stories & video (edit Veridus) w/ social media links
44	-Create Welcome Packet: letter written by David, Pamphlet (David/Jeff), 5-6 question survey
45	-Work w/ Kaitlyn in campaign Manager to design template
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