The document outlines a task list to restructure constituent groups in a database to consolidate them into prominent giving levels and event attendance categories. It involves creating new categories for giving levels, events attended, and publications subscribed to. It also lists removing unused groups and tags, migrating constituents between groups based on donations and attributes, and deleting old groups once changes are complete. The goal is to ultimately eliminate all groups except the top four prominent ones.

1. LGL Change Over Task List
STARTING FOUNDATION: WE WILL ULTIMATELY BE ELIMINATING ALL GROUPS
EXCEPT THE 4 PROMINENT:
□ Business Council
□ CCU Board Member
□ Centennial Fellow
□ Donor
TO ACCOMPLISH THIS WE NEED TO:
Create the following Categories/changes as preliminary actions:
□ Create Giving Level Category (include the dollar amounts in the title):
o Sponsor ($35)
o Director’s Circle ($100)
o Sustaining Member ($500)
o Patriot’s Circle ($1000)
o Business Council ($2500)
o 1776 Alliance ($5000)
o CI Advisory Council ($10000)
□ Create CRV Subscription Category:
o CRV
o CRV VIP
o CRV Email
o CRV VIP Email
□ Create Summit Category:
o Attended 2010
o Attended 2011
o Attended 2012

2. o Attended 2013
o Host Committee 2010
o Host Committee 2011
o Host Committee 2012
o Host Committee 2013
o Host Prospect
o Youth Wave Shareholder
□ Add a Do Not Solicit Tag
□ Create Donor Group
□ Edit Board Member Group title to CCU Board Member Group title
□ Eliminate LGL Business List Group
□ Eliminate Advisory Board Group
□ Eliminate DM Group
□ Eliminate Director’s Circle Group
□ Eliminate Journalism Project Group
□ Eliminate Patriot’s Circle Group
□ Eliminate Staff Group
□ Eliminate Summit Group
□ Eliminate Summit Host Committee Group
□ Eliminate Sustaining Member Group
□ Eliminate all Codes that do not begin with a “C”
□ Eliminate Source as a Category
□ Eliminate the following Tags:
o February 2012 Direct Mail
o Friend
o Invite to Auction
Change the attributes of the following:

3. □ 2013 National Host Committee Group ! Host Committee 2013 attribute
□ 2011 National Host Committee Group ! Host Committee 2011 attribute
□ 2012 National Host Committee Group ! Host Committee 2012 attribute
□ CO Gen Assembly 2011 Group ! CO Gen Assembly 2011 Tag
□ CRV Group ! CRV attribute
□ CRV VIP Group ! CRV VIP attribute
□ House File Group ! House File Tag
□ June’s List Group ! June’s List Tag
□ Pipeline-New Business Group ! Pipeline-New Business Tag
□ Summit Host Prospect Group ! Host Prospect attribute
□ Women of Centennial Institute Group ! Women of Centennial Institute Tag
□ Youth Wave Sponsor Group ! Youth Wave Sponsor attribute
Make the other following changes:
□ Add all constituents who have donated anything to the Donor Group
□ Add all constituents who have donated $35-$99 to the Sponsor Giving Level
□ Add all constituents who have donated $100-$499 to the Director’s Circle Giving
Level
□ Add all constituents who have donated $500-$999 to the Sustaining Member
Giving Level
□ Add all constituents who have donated $1000-$2499 to the Patriot’s Circle
Giving Level
□ Add all constituents who have donated $2500-$4999 to the Business Council
Giving Level
□ Add any constituent who has donated $5000-$9999 to the 1776 Society Giving
Level
□ Add all constituents who have donated $10000 or more to the CI Advisory
Council Giving Level
□ Change the Breakfast List Group to a list titled Breakfast List
o CRV Subscription = CRV VIP, CRV VIP Email

4. o City, State, Zip/Postal = within 50 miles of 80226
□ Export Summit 2010 constituents from CI1 and reimport into LGL as Attended
2010
□ Eliminate Lists as necessary
Delete the following Groups, once the above changes have been made:
□ 2013 National Host Committee
□ 2011 National Host Committee
□ 2012 National Host Committee
□ Breakfast List
□ CO Gen Assembly 2011
□ CRV
□ CRV VIP
□ House File
□ June’s List
□ Pipeline-New Business
□ Women of Centennial Institute
□ Youth Wave Sponsor
□ DELETE ALL INACTIVE ATTRIBUTES FOR ALL CATEGORIES