Test

FY20 Contributor’s report

 

Objective: Because of COVID, this year presents us with the good opportunity to publish the Contributors Report online. This should be housed on campaign.oxy.edu.

 

Content:

• Donor honor roll (lists which in total is about 6500 names - see below for details)

• Donor stories

• Volunteer lists

 

Site example:

 

https://www.bates.edu/giving/bates-fund-leaderboard/#

 

What we like about this site:

• See complete list of classes

• Able to click on class year and see full list of donors and new window pops up

• Identify donor recognition superscript symbols with footnote explanation (deceased, loyalty, pres circle)

• Can search names in all lists and in specific lists (class, volunteer, etc)

• Can filter by giving society by class list only

• Includes Give Button

 

What we don’t need:

• Data on total donors, participation and funds raised by class

• Ability to sort the data based on these parameters

 

Further clarification on requirements:

• Most important requirement is to have a clickable list of class years that can expand to include full donor lists for each year.

  • In future years we hope to add participation levels for each class and reunion class giving totals, but will not have this data at launch

  • Participation levels and reunion class giving totals do not need to show on the full list of class years - only need this to show when you click on an individual class

• Must have the ability to tag donors with donor recognition levels, which will be indicated visually with icons on the front end

• We will have all of this data in a spreadsheet, and would like the ability to import this data on the campaign website so that we do not have to manually create nodes for thousands of donors

  • Content type should include fields that we don’t currently have data for but anticipate having in the future, e.g. giving level

• Must be able to tie donors to story nodes on the campaign website. There should be some sort of visual indicator on donors that have a corresponding story, and users should be able to click from the donor name to the longer story when applicable

  • Might consider adding a new field to the story content type to map them to donors

  • Would also like to be able to curate featured stories for each class year using the existing story rotator paragraph (should support a single story or multiple stories)

• See below for additional requirements
   

What we’d like to add:

• Visually appealing landing/intro page - ideally utilizing existing campaign functionality and paragraph types

• Intro letter from volunteer leader

• Giving stories with images and copy, within the class list. Ability to add story rotator to individual class lists

• Other content sections (reunion, oxy fund, etc)

• Include news stories at bottom (feed of latest articles like on homepage)

 

Additional functionality for near future:

• Break down by giving levels - an additional tag/taxonomy variable that can be added for each donor

  • Would also then want the ability to filter by giving levels

• Reunion class giving totals - when you click on the class list for that year

• Participation levels for each class year - can potentially use existing bar chart functionality on campaign site

 

Landing page organization:

• Photo and copy “tiles” like home page to direct user to each section - 8-10 total sections, multiple lists in each section - can achieve with existing functionality

  • E.g.: Giving societies (tile)

  • Lists - Campaign, Leadership society, BCS

 

Other mandatories:

• List data is brought in through excel sheet

• Edits can be made in real time - we will be able to make them in Drupal once data is imported

  • We will have a new data sheet to import every year

• Superscripts are coded (data from excel, site translates to symbol)

• List details:

  • 6000-6500 total donor names

  • Volunteer lists

  • List of endowed funds

  • Additional lists TBC

• Donor lists needs to be print-ready - all users must be able to print clean versions directly from the website
   

Timing:

• Site ready to test/input data by Sept 1

• Live by Oct 1

 

Budget: $5-10K TBC