The Move with No Forwarding Address Task

Description

This task is created when USPS NCOA identifies a move with no forwarding address. Typically, this means that a constituent completed a change of address form with USPS NCOA, but they did not provide a new address on the form. If you have an email address or phone number for this constituent, now is a good time to contact them and see if they would like to be added to your mailing list. This can help you recapture address information and include them in direct mail activities.

Criteria

address_move_record_type = 'H' or Historical
- No 'C' or Current record returned
address_move_date is not null
donor is not deceased

The address_move_record_type indicates if USPS NCOA considers an address as Active, Historical, or Current. When an address is returned as Historical, and a new address is NOT returned with an address_ move_record_type = 'C' or Current, TrueGivers considers these Move with No Forwarding Address and create a task.

Task Details

Tasks will include a caption indicating the Donor's Name, plus a description of indicating that they moved and what steps you should take. Here is an example:

Due Dates and Expiration Dates

TrueGivers adds Due Dates and Expiration Dates to your tasks so that you do not waste time reviewing 'old' tasks that are no longer relevant.

The Move with No Forwarding Address Task has a Due Date set for 10 days after the task was originally created. An Expiration Date is set for 95 days after the task was originally created.

Example

Jane Doe has a move identified. However, no new moved address is returned by USPS NCOA. TrueGivers will create a Move with No Forwarding Address task right away. We use the move date and lack of Current address to create the donor stewardship task. For this example, a move was returned during processing on 6/7/2019.

The Due Date will be set to 10 days after 6/7 which is June 17. 2019.
The Expiration Date will be set to 95 days after 6/7 which is September 10, 2019.

Steps You Should Take

Remember: Stewardship Tasks provide a specific action you can take on a specific record to improve data stewardship – and ultimately your relationship with your donor. Stewardship Tasks serve two purposes.

They help you keep your database as clean and ready-to-use as possible. This helps you practice regular maintenance and avoid clunky batch updates. These are the Data Stewardship Tasks.
Tasks are designed to help you stay in regular communication with your donors by leveraging the data in your CRM. We prompt you to take small steps that bolster your relationships. These are Donor Stewardship Tasks like this one!

TrueGivers will provide some simple steps within the task itself. Use the Task Buttons to help keep track if you have started and completed a task or if you decided to ignore a specific task. TrueGivers provides the following buttons:

Approve
Complete
Decline
Delete

After you have determined what action you would like to take on the task, your first step is to review the data. Because TrueGivers uses third party data, you should always confirm the data provided is correct.

For the Move with No Forwarding Task, review the move data returned by USPS NCOA. This will help you determine when the donor has moved. Decide if you would like to open up communication with this donor. If so, send them a quick email or give them a call asking if they would like to be re-added to your mailing list!

Complete the task once you have completed your contact with the donor.

Data and Donor Stewardship Tasks

TrueGivers processes your database daily to look for new data matches to existing accounts, new accounts, and accounts you made edits to. With each process your database receives CASS/DPV/NCOA/RDI, Deceased Information, and Individual & Household data enhancements. Then we create Stewardship Tasks.

Blog