[John F. King]

Anyone ever attempt to flag donors in advance who MIGHT be invited to future events ("invitation candidates? We would like to identify a pool of event candidates (based on giving, volunteer status etc.) and use this as a base for selecting who gets invited to what event. In this way, we hope to avoid problem of over-inviting some donors and potentially other names.

We are planning to identify the pool using a constituent attribute, imported after they have been selected by various criteria. This attribute would be modified manually as needed and be the basis for an exported Excel file that would in turn be the basis for most Event invitations. Development management would review this information and select appropriate events for each candidate listed. Invitees would be individually identified on the worksheet by whatever event(s) we select. Imports would subsequently add selected names as invitees to their selected event(s).

Anyone have advice or a different way of handling this?

John F. King
Manager, Database Administration
Ravinia Festival Association
Highland Park, IL 60035
(847) 266-5032