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Fulfillment by Effort
Purpose: Fulfillment Report by Effort: This one is even more important than the pledge by effort one to leadership as it reflects dollars in the door. It is set up exactly the same, but instead of reflecting pledged & fulfilled for the current year solicitation codes, it reflects only fulfilled for any annual fund solicitation code no matter the fiscal year for those gifts realized only in the current fiscal year. Both these reports are used to focus on four key objective areas: pledge dollars, pledge donors, fulfilled dollars, and fulfilled donors.
Frequency: Monthly or as requested.
Distributed to: Annual fund and management.

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