Opportunity Tab

Opportunity type

On the Opportunity tab, select the opportunity type to associate with the plan included in this process: Outright gift, Corporate gift, Planned gift. Opportunity types are created in Code tables in Administration.

Opportunity status

You can specify a status for the opportunity: either Unqualified or Qualified.

Expected ask amount / Ask amount

If you selected the opportunity status Unqualified, you can enter the amount you intend to request from the constituents included in the bulk process. The expected ask amount must be greater than $0, or the opportunity does not add to the prospect plan.

If the opportunity status is Qualified, you can enter the ask amount, which will be placed in the Ask amount field as well as the Expected ask amount field on the opportunity.

Designations

In the Designation column, identify the area you intend to use the money generated from this bulk prospect plan process: Annual Campaign, Youth Program. Select the search icon at the end of the field to access the Designation Search screen. From this screen, you can search for and select the designation you want to use. You can enter as many designations as necessary in the Designation column.

In the Amount column, enter the amount of the gift you want allocated to the corresponding designation. For example, if you plan to ask for $100,000 and you enter two designations - Annual Campaign and Endowment Campaign - you can allocate $50,000 to the Annual Campaign by entering this amount in the Amount column row that corresponds to the Annual Campaign. To split the amount equally among all designations selected, select Distribute evenly.

You can also enter additional information, such as a funding method, category, type, or use code.

The total of the designations must match the total Expected ask amount or Ask amount.

In the Funding Method column, select how the prospect will fund the gift such as pledge or planned gift bequest.

To define how you will use the revenue from the prospect opportunity, in the Category, Type, and Use code columns, select the categories, types, and use codes within each designation to which to apply the revenue.