Prospect Giving Indicators and Behaviors

Prospect Insights uses advanced proprietary analytical methods to make giving projections based on a constituent's giving history in Raiser's Edge NXT and data from third parties.

When you select a constituent from Your prospects, Untapped candidates, or a list from Needs attention, you can use data on their page to determine your next steps for major giving cultivation.

  • Major giving likelihood — Provides the prospect’s willingness and capacity of giving more than $10,000 in the next 12 months to your organization, represented as a score of Excellent, Very good, Good, or Low.

  • Target gift range — Provides the amount a prospect is capable of giving to your organization over the next 12 months.

Giving Indicators

Under Giving indicators, you can view a prospect’s estimated net worth and total confirmed assets. Select View details to view the identified and projected wealth attributes used to calculate the prospect's target gift range. Attributes include:

  • Estimated annual income: Provides the projected income for the next 12 months based on known data and analytics for the individual or household, if individual income is unavailable.

  • Estimated invested assets: Provides the projected total liquid assets based on known data and analytics for the individual or household, if individual assets are unavailable.

  • Estimated net worth: Provides the projected net worth based on known data and analytics for the individual or household, if individual income is unavailable.

  • Estimated discretionary spending: Provides the projected discretionary spending the household has available and is prepared to spend in the next 12 months.

  • Estimated real estate assets and real estate holdings: Provides the estimated total real estate assets and holdings for the individual or household if individual information is unavailable.

Giving Behavior

Under Giving behavior, you can view a snapshot of a prospect's giving to your organization over the last three years. Select View details to compare the first, latest, and greatest gifts to your organization to those given to other organizations.

Note: Gifts to all organizations displays total giving from the prospect's household.

Note: Major Giving Likelihood, Target Gift Range, and projected giving and wealth information are updated quarterly in Prospect Insights. Untapped candidates and Needs attention lists update nightly. Actions, opportunities, and gift amounts to your organization update immediately.