Request for proposal: Legacy Propensity Model

This proposal request is now closed.

ActionAid UK is looking to build a Legacy Propensity model to enhance supporter communication segmentation and gain insight into a warm audiences’ propensity to engage with Legacy giving.   

Objective: 

This request for proposal (RFP) is established on behalf of ActionAid UK to pitch for the opportunity to quote for and build a Legacy Propensity model which AAUK can continually use to identify potential legacy prospects and build targeted legacy campaigns. 

Requirements: 

The following are some of the requirements expected from the propensity model and agency/consultant provider: 

• Experience of developing a legacy propensity model across the charity sector 

• Accurate and up to date compliance and data storage knowledge 

• Relevant legislative and regulatory knowledge 

• Willingness to work in collaboration with AAUK’s legacy and data teams, open and flexible to the needs and feedback of AAUK when developing the model 

• Transparency on build timelines and how much ongoing support AAUK will need on the model 

• Quantitative and qualitative metrics used in the model  

• Can be used across all warm supporter communication types 

• Compatible with Microsoft Dynamics 

• Values in line with AAUK’s values and policies, including but not limited to: sustainability, feminist leadership principles and anti-racism and decolonisation.   

Process and timeline: 

Deadline to tender for this contract is 9/12/24. Submissions will be reviewed following this and shortlisted suppliers will then be invited to interview.  

You are welcome to ask questions before you submit your proposal. Please contact commercialUK@actionaid.org.  

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