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.
Generate professional advancement services documentation aligned with AASP, Apra, and CASE standards.
This skill references JFSD's Salesforce schema. When generating documents that reference donor data:
| Concept | Salesforce Field |
|---|---|
| Lifetime Giving | Total_Gifts_All_Time__c |
| Current FY Giving | Giving_this_Fiscal_Year__c |
| Last FY Giving | Total_Gifts_Last_Year__c |
| Annual Campaign Credit | Gift_Commitments_FY26__c + Total_Gifts_FY26_Non_Pledge__c + Soft_Credits_FY26__c |
| Household Total | HH_* prefix fields |
| First Gift | First_Gift_Date__c, First_Gift_Amount__c |
| Last Gift | Last_Gift_Date__c, Last_Gift_Amount__c |
| Largest Gift | Largest_Gift__c |
| Assigned Fundraiser | OwnerId |
See ../SKILL.md for complete Salesforce reference.
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)
Read relevant reference files:
Use templates as starting points:
[BRACKETS] for customization