Prospects
Prospects are constituents fundraisers cultivate relationships with to secure major gifts. Depending on your organization's account configuration in Raiser's Edge NXT, you can use Prospect Research Management
Prospect Research Management
Prospect Research Management is for organizations with dedicated prospect researchers. Its hand-on tools enable you to manage the research and actions required for identifying and cultivating major gift donors, including individuals, corporations, and foundations.
With Prospect Research Management, you can:
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Use your major giving expertise to analyze and track gifts made by prospective donors to other organizations; record financial information, such as sources of wealth, annual income, and real estate holdings; and enter information about prospects’ philanthropic interests.
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Track assigned fundraising actions and opportunities, including amounts solicited, amounts funded, and related notes.
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Monitor a prospect's current classification and status in your moves management process.
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Use ratings to track a constituent's estimated wealth and their capacity to give. You can manually enter ratings information gathered from your organization's own prospect research or view ratings data provided by Raiser's Edge NXT from Blackbaud Analytics services.
Prospect Insights
Prospect Insights is for organizations with limited prospect research and moves management functions or without additional custom predictive donor models, such as ProspectPoint. It 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. Prospect Insights uses data intelligence to recommend actions and help you manage your portfolio efficiently.
With Prospect Insights, you can:
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Use the provided wealth attributes and giving projections to make informed decisions about which constituents to cultivate for major giving.
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Assign qualified prospects to fundraisers and use actions and opportunities to move a prospect through the fundraising stages of cultivation to solicitation.
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Suppress candidates who aren’t ready for major giving to review again at a later time.
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Review qualified prospects who aren’t giving as much as projected to adjust your cultivation plan.