Distributed method and system for managing volunteers and other individuals engaged in fundraising campaign

• US 20040093226A1
• Filed: 11/08/2002
• Published: 05/13/2004
• Est. Priority Date: 11/08/2002
• Status: Abandoned Application

• Current Assignee: Kintera, Inc. (Blackbaud Incorporated)
• Original Assignee: Kintera, Inc. (Blackbaud Incorporated)
• Inventors: Gruber, Harry E.
• Application Number:
  US10/290,678
• Publication Number:
  US 20040093226A1
• Time in Patent Office: Days
• US Class Current: 705/329
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0279 Fundraising management

Abstract

A system and method for efficiently managing a fundraising campaign over a wide-area network is disclosed. In accordance with one embodiment the invention, a web-based method for managing and supervising a plurality of volunteers, employees, staff, solicitors and/or other individuals engaged in solicitation on behalf of a nonprofit organization from prospects, each solicitor being assigned to solicit one or more prospects, the method utilizing one or more web pages on the Internet, comprises providing prospect data to the solicitor, providing one or more tasks assigned to the solicitor, the tasks including contacting the prospects, establishing a relationship with the prospects and soliciting donations from the prospects, and providing a status response including updates from the solicitor regarding the status of the tasks.

Claims

1. A web-based distributed management system for managing and supervising a plurality of solicitors engaged in solicitation on behalf of an organization from prospects, each solicitor being assigned to solicit one or more prospects, the system including one or more web pages on the Internet, comprising:

prospect data stored in a database;

one or more tasks assigned to the solicitor, the tasks including contacting the prospects, and soliciting donations from the prospects; and

a status response including updates from the solicitor regarding the status of the tasks.

2. The system according to claim 1, wherein the prospect data includes a prospect'"'"'s financial information.

3. The system according to claim 1, wherein the prospect data includes a prospect'"'"'s prior donation history.

4. The system according to claim 1, wherein the status response is retained in the database.

5. The system according to claim 1, wherein the tasks are created after analyzing the prospect data.

6. The system according to claim 1, further comprising means for adding new tasks.

7. The system according to claim 1, further comprising emails for communication between the organization and the solicitors.

8. The system according to claim 1, wherein the tasks include a required completion date.

9. The system according to claim 7, further comprising means for automatically sending email reminders if the task is not completed by the required completion date.

10. The system according to claim 1, further comprising means for receiving donations from prospects.

11. The system according to claim 1, further comprising a rank of the solicitors based on the amount of money raised.

12. The system according to claim 1, further comprising a rank of the solicitors based on the number of tasks completed.

13. The system according to claim 1, further comprising means for switching prospects among solicitors.

14. The system according to claim 1, wherein the task includes a recommended amount of donation based on the prospect data.

31. The system according to claim 7, further comprising means for automatically sending email reminders before the completion date.

32. The system according to claim 1, wherein the status updates are provided by emails linked to a web page where data is loaded into a database by the solicitor.

33. The system according to claim 1, wherein the status updates are provided in a bulletin board format.

37. The system according to claim 1, wherein the organization is a nonprofit organization.

39. The system according to claim 1, wherein the solicitor is a volunteer.

15. A web-based method for managing and supervising a plurality of solicitors engaged in solicitation on behalf of an organization from prospects, each solicitor being assigned to solicit one or more prospects, the method utilizing one or more web pages on the Internet, comprising the steps of:

providing prospect data, retained in a database, to the solicitor;

providing one or more tasks assigned to the solicitor, the tasks including contacting the prospects, and soliciting donations from the prospects; and

providing a status response including updates from the solicitor regarding the status of the tasks.

16. The method according to claim 15, wherein the prospect data includes a prospect'"'"'s financial information.

17. The method according to claim 15, wherein the prospect data includes a prospect'"'"'s prior donation history.

18. The method according to claim 15, further comprising storing the status response in the database.

19. The method according to claim 15, further comprising creating the tasks after analyzing the prospect data.

20. The method according to claim 15, further comprising the step of adding new tasks.

21. The method according to claim 15, further comprising the step of soliciting a donation from the prospect.

22. The method according to claim 15, further comprising the step of receiving a donation from the prospect.

23. The method according to claim 22, further comprising the step of determining the total amount of money raised by each solicitor.

24. The method according to claim 15, further comprising the step of ranking the solicitors based on the amount of money raised.

25. The method according to claim 15, further comprising the step of ranking the solicitors based on the number of tasks completed.

26. The method according to claim 15, further including a required completion date for each task.

27. The method according to claim 26, further comprising the step of automatically sending email reminders if the task is not completed by the required completion date.

28. The method according to claim 26, further comprising the step of automatically sending an email reminder before the completion date.

29. The method according to claim 15, further comprising the step of allowing the solicitors to request prospects.

30. The method according to claim 15, further comprising the step of sending an email to the solicitors with a link back to a personal web page, wherein the solicitors can fill in data in a personal web page.

34. The method according to claim 15, further comprising the step of providing status updates by emails linked to a web page where data is loaded into a database by the solicitor.

35. The method according to claim 15, further comprising the step of providing status updates in a bulletin board format.

38. The method according to claim 15, wherein the organization is a nonprofit organization.

40. The method according to claim 15, wherein the solicitor is a volunteer.

36. A computer program product including a program code embodied in a storage medium for carrying out the method steps for managing and supervising a plurality of solicitors engaged in solicitation on behalf of an organization from prospects, each solicitor being assigned to solicit one or more prospects, the method utilizing one or more web pages on the Internet, the method comprising the steps of:

providing prospect data, retained in a database, to the solicitor;

providing one or more tasks assigned to the solicitor, the tasks including contacting the prospects, and soliciting donations from the prospects; and

providing a status response including updates from the solicitor regarding the status of the tasks.