Add New Prospects

The Prospective Admin Outreach feature in NPOconnect can be used to invite individuals to become nonprofit administrators for their organizations.

Tip: If you're inviting multiple prospects, you can use the Import Prospects tool to upload them in bulk. Prospects are also added automatically when a Vetting Request is created.

1. Navigate to the Nonprofit Management > Prospective Nonprofit Administrators area.

2. Click on the New Prospect tool.

3. In the New Prospect screen, provide the following information.

   

   1. Search for and select the nonprofit that the individual belongs to. You can search by their Registration ID, YC Charity ID, or Name.

   2. Optional - Enter the prospect's name.

   3. Enter their email address.

   4. Optional - Specify the Admin Department the prospect works in.

   5. Optional - Select the source of the prospect's contact information from the Prospect Source dropdown.

   6. Select a reason for outreach - Stranded Funds, Compliance, Returned Payment, or Registration.

      Note: The reason specified determines the type of email sent to the prospect.

4. After adding the prospect's information, you can take one of the following actions to continue:

   • Preview email - Open a preview of the email that will be sent to the prospect in a new modal.

     Note: For more information about the emails that are sent for each outreach reason, see Preview Outreach Emails.

   • Save and add another - Save the prospect to NPOconnect and send the invitation email to the email address provided. Once sent, you'll return to the New Prospect screen to add and invite another prospect.

   • Save and close - Save the prospect to NPOconnect and send the invitation email to the email address provided. Once sent, you'll return to the Prospective Nonprofit Administrators page.