Opportunities

Opportunity Types

Term
 Suggested Definition
Awards
  • Made by a corporation, foundation, government or non-profit;
  • Decided by a Board, committee or staff member of an organization;
  • Driven by an organization’s mandate, including giving or Corporate Social Responsibility mandate, and governance process;
  • Secured through a formal application process, including of LOI and agreement
  • Requires specific reporting deliverables
Major Gifts
  • $1,000 or over
  • Made by a single person or household, or through a private company or foundation controlled by that person or household;
  • Decided primarily by a single person or household;
  • Driven by the personal values, preferences, relationships and interests of an individual; and,
  • Secured through in-person cultivation and solicitation.
  •  Requires individualized stewardship, but typically no specific deliverables
Fee for Service
  • Associated with a contract in which Tides Canada agrees to provide a specific service to a client in return for a fee
  • Client may be an organization or an individual
  •  Requires the fulfillment of specific outcomes or deliverables as defined in the contract
Fund Activity
 Incoming revenue to a donor advised fund.
Sponsorship
 When a business makes a donation to a charity and, in return, receives advertising or promotion of its brand, product or services.
Donation
 Represents individual or organizational donations received.
Matching Gift
 Contribution made by an organization to match one already given.
C&P Online
 Donations made through Click & Pledge, an online fundraising platform that is replacing GiftTool.
Membership
 To be removed as an “Opportunity Record Type” since there is an existing “membership” type. 

Opportunity Card Fields

Term
 Suggested Definition
Close Date
 The earliest date the revenue may reasonably expected to be received. In the absence of better information (e.g. specific proposal deadlines, giving history), set the Close Date according to these rules:
  • For renewals, one year following the date the donor’s gift was received last year.
  •  For acquisitions, 18 months from the date the prospect is identified and the donation is created.
Primary Fund
 Development and Strategic Programs
  • Set to the fund that will be most likely receive the largest portion of the gift.
  • If a potentially aligned program/project has been identified, choose the corresponding fund
  • If no potential alignment has been suggested, leave blank
  • If Fee for Service, select G001 Operations.
Shared Platform
  • Set to the fund that is applying for the revenue.
    • Since the primary fund might not be known at the time the opportunity is created, select an ‘open’ fund as a placeholder. Coding will be confirmed with the Project Director when the funds are confirmed
New Business
 Check this box off, if any of the following are true:
  • the prospect/donor did not make a contribution to Tides Canada in the previous fiscal year
  • the opportunity represents a new stream of business with an existing donor (e.g. an award to a new program area)
  • the opportunity represents a significant increase (100% or more) in relation to their contribution last year
Public Name
 *Still determining the functionality behind this field. It has been suggested that the field be removed
Recognition Name

How a donor/funder would like to be recognized in public facing materials:

  • Funders will often include this information in the agreements or notification letters
  •  Donors can indicate this information on the C&P donation page or on a donation form
Parent Fund

Unique code that identifies the type of fund followed by three digits that is unique to a specific fund. Here is a list of the type of funds:

  • A – Annual Giving (TCF)
  • D – Donor Advised Funds (TCF)
  • E – Endowments (TCF)
  • F – Strategic Programs Funds (Strategic Programs)
  • G – Operations (TCF)
  • L – Legacy Funds (TCF)
  • P – Projects (TCI)
  • R – Restricted Funds (Strategic Programs)
  • S – Charitable Collaborations (TCI)
Child Fund
 A sub-fund code that denotes a program activity.
Tasks
 Internal assignment of activities that can be related to opportunities, leads, accounts, and contacts.
Award Deadlines
 External deadlines related to TCI projects.
Grants (TCF)
 Grants from TCF Fund are denoted by GF####.
Grants (TCI)
 Grants from TCI Projects are denoted by GI####.
Primary Affiliation
 Typically used for representing the employer/employee connection between an Organization Account and Contact.
Primary Contact
 The main point of contact for a household.