1. Best Practices for Generating Phone Bank Target Lists
Generate list NO MORE THAN 5 days prior to phone bank
Refine non-investing targets
Upload final list into the PAC Management

2. How do I generate and refine non-investor lists?
Go to Reporting>Custom Report List, and select NAR – Local Board Performance.
Change the level to Non-Giving.
If you are a Local Association, select your Local Association.
Leave the remainder of the page blank, and click “Run Report” * **
* If you are from California, Colorado or Washington, change the Source field to Voluntary
** If you are from North Carolina, check the box that says “Exclude In-Kinds”

3. Scroll to the column on the far right of the Excel file, and find the columns entitled Previous Year Total and All-Time Total.
To generate a list of New Investors (members who have never invested in RPAC), sort by the All Time Total column>Smallest to Largest. Remove any names from the list who have investments showing in the All Time Total column.
To generate a list of Lapsed Investors (members who have not given in this recognition year, or in last recognition year), sort by the Previous Year Total column>Smallest to Largest. Remove any names from the list who have investments showing in the Previous Year Total column.
To generate a list of both Lapsed Investors and New Investors, sort by Previous Year Total>Smallest to Largest and All Time Total>Smallest to Largest.
Save your file as .xls or .csv
This report shows you a list everyone who has not contributed in a recognition year. Information included on the list: name, NRDS ID, home/work/mobile phone numbers, office name and ID.
*columns containing contact information that normally appear on this report have been removed.