advancement-services

name: advancement-services description: Generate advancement services documentation, policies, and templates for Jewish Federation of San Diego. Use for prospect research profiles, portfolio management policies, gift processing procedures, stewardship plans, acknowledgment letters, and metrics dashboards. Triggers on: prospect profile, research briefing, portfolio policy, gift acceptance, acknowledgment letter, stewardship plan, moves management, LYBUNT strategy, retention analysis, donor recognition.

Advancement Services Skill — Jewish Federation of San Diego

Generate professional advancement services documentation aligned with AASP, Apra, and CASE standards.

When to Use This Skill

• Creating prospect research profiles or briefings
• Drafting portfolio management policies and procedures
• Developing gift acceptance or processing documentation
• Building stewardship plans and acknowledgment templates
• Creating metrics dashboards and KPI tracking
• Documenting moves management processes
• Training materials for development staff

Integration with Salesforce

This skill references JFSD's Salesforce schema. When generating documents that reference donor data:

See ../SKILL.md for complete Salesforce reference.

JFSD Context

Organization: Jewish Federation of San Diego
Fiscal Year: July 1 – June 30
Major Gift Threshold: $5,000
Principal Gift Threshold: $100,000
CRM: Salesforce (Nonprofit Success Pack + Fundraising customizations)

Key Campaigns

• Annual Campaign (unrestricted)
• Designated Giving (donor-directed)
• Emergency Relief
• Endowment
• Events (FED360, Cornerstone)
• Missions (Israel trips, Cuba, India)

Gift Designations

• Annual Campaign (unrestricted)
• Emergency Relief
• Beit Melachah
• Chaplaincy Fund
• Legacy of Light (Holocaust education)
• Israel Unfiltered (young adult trips)
• Day Schools
• Rady Match for Israel's Recovery

Instructions

Before Generating Content

1. Read relevant reference files:

   • references/case-standards.md — Gift counting rules
   • references/apra-ethics.md — Research ethics
   • references/moves-management.md — Cultivation cycle
   • references/glossary.md — Terminology

2. Use templates as starting points:

   • Templates contain [BRACKETS] for customization
   • Adapt language to JFSD's donor community
   • Reference actual Salesforce field names when relevant

Writing Style

• Professional but accessible tone
• Use industry-standard terminology (see glossary)
• Include rationale for policies (helps with training)
• Reference AASP/Apra/CASE standards where applicable
• Avoid jargon when documents are donor-facing

Compliance Guardrails

• Never include actual donor PII in examples
• Flag when legal review is recommended
• Note when finance/accounting coordination required
• Reference gift acceptance committee for unusual gifts
• Follow Apra ethics for prospect research boundaries

Available Templates

Prospect Research

• templates/prospect-profile.md — Individual research profile
• templates/research-request.md — Research request form
• templates/due-diligence.md — Gift acceptance screening

Portfolio Management

• templates/portfolio-policy.md — Assignment and management rules
• templates/portfolio-review.md — Quarterly review template
• templates/moves-tracking.md — Cultivation activity log

Gift Processing

• templates/gift-acceptance-policy.md — What gifts we accept
• templates/gift-processing-procedures.md — Daily operations
• templates/pledge-reminder.md — Payment reminder letters

Stewardship

• templates/stewardship-matrix.md — Activities by gift level
• templates/acknowledgment-letter.md — Thank you letters
• templates/impact-report.md — Donor impact reporting

Metrics & Reporting

• templates/metrics-dashboard.md — KPI definitions
• templates/retention-analysis.md — LYBUNT/SYBUNT framework

Common Requests

"Create a prospect profile for [donor]"

1. Read templates/prospect-profile.md
2. Query Salesforce for giving history
3. Structure: Executive Summary → Capacity → Affinity → Connections → Strategy
4. Include recommended ask range and solicitor

"Draft a portfolio management policy"

1. Read references/moves-management.md
2. Use templates/portfolio-policy.md
3. Customize portfolio sizes, activity expectations, transition rules

"Write an acknowledgment letter for a $10,000 gift"

1. Read templates/acknowledgment-letter.md
2. Major gift level = personalized letter from CEO or Development Director
3. Include specific impact, next engagement opportunity
4. Ensure IRS-compliant language for tax purposes

"Build a stewardship plan for major donors"

1. Read templates/stewardship-matrix.md
2. Define touchpoints by giving level
3. Include recognition, reporting, engagement activities
4. Specify responsible party and timing

"Analyze our donor retention"

1. Query Salesforce for LYBUNT using existing rollup fields
2. Use templates/retention-analysis.md
3. Segment by giving level, campaign, acquisition source
4. Calculate retention rate, recapture rate, upgrade rate

References

• references/case-standards.md — CASE Global Reporting Standards
• references/apra-ethics.md — Apra Statement of Ethics
• references/moves-management.md — Cultivation cycle best practices
• references/glossary.md — Advancement terminology
• references/metrics.md — Industry benchmarks