Need Help with Prospects?

The Prospects page houses all prospect A prospect is anyone you identify who may have the capacity and inclination to give a major gift to your organization. You may receive a prospect from a fundraising event, a development officer, an alumni list, and more. A prospect is someone you screen in phases as you move them from identification to cultivation and hopefully, stewardship. Not every prospect is fully researched. You develop plans to determine and complete initial screenings to determine if a full research report is needed. research functionality available in the application. From here, you can access Research Lists, the Search functionality, prospect records, configuration options, and much more.

For more information about Prospects, see the related topics below.