Fund Development Purpose and Outcome Definitions

There are two additional fields that are highly encouraged though not required to complete an activity. The Purpose and Outcome fields will help provide context about why you initiated the touch-point as well as whether you were successful or not in achieving your intended purpose. They are also helpful in locating activities that were meant to accomplish a specific goal, and they are crucial for accurate and effective reporting. For a detailed walkthrough please see the How to Create Activities article.

Purpose (What was the intention for this interaction.)	Definition
Ask for Appt.	To request a meeting or other appointment with the Ministry Partner.
Ask for Gift	The main purpose for the activity is to ask a Ministry Partner for a donation.
Cultivate	To build a deeper relationship with the partner through recognition of a life event, prayer, or conversation.
Follow-up	To follow up with the Ministry Partner from a prior communication.
Inform	The primary cause for the activity is to convey information to the Ministry Partner (e.g., a ministry update, event details, etc.).
Invite	To invite a ministry partner to attend and briefing, trip, or other event.
Report	To report back to the partner the outcome of a particular project, gift, event, or to give a general ministry report.
Thank	To thank the partner for a gift or other contribution.
Qualify	To identify if a particular partner is qualified to be on a reps caseload.

Outcome (Did you accomplish your intended purpose for this interaction.)

Definition

Successful (👍)

You were able to achieve your intended purpose with the partner.

Unsuccessful (👎)

You were unable to achieve your intended purpose with the partner.