Low likelihood
Candidates in the Low likelihood list have a lower Major giving likelihood (unlikely to give more than $10,000 in the next 12 months) and are assigned to a fundraiser. Being low likelihood might indicate a change in their giving or wealth indicators, so they're now considered unlikely to become major donors. You may want to remove them from your portfolio.
Tip: To see candidates who were dismissed from this list, check Your prospects or All assigned prospects. List availability depends on your permissions.
Manage the Low likelihood list
Tip: Use filters to save time.
To filter the list by assigned fundraisers, select them from the Fundraisers filter. Only active fundraisers appear in the list. To view all fundraisers, including those whose constituent record is marked inactive, select Show inactive.
Note: The Fundraisers filter is only available to authorized users. For more information, see Roles, tasks, and permissions and Permissions.
Starting from the top, for each candidate in the list:
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Select the candidate and review the following information to help you decide if you want to continue major giving cultivation.
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Target gift range
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Major giving likelihood
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Giving indicators
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Giving behavior
For more information, see Prospect Giving Indicators and Behaviors.
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Do you want to continue major giving cultivation?
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If not, remove the assigned fundraisers.
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If so, remove the candidate from the Low likelihood list.
Fundraisers: to unassign yourself as the fundraiser for this candidate, select Remove from my portfolio.
Leadership: for each fundraiser, select End assignment and enter an end date for the assignment. Then, select Finish review.
Note: Removing assigned fundraisers removes the fundraisers from the Raiser’s Edge NXT constituent's record. For more information, see Fundraiser Assignments.
Fundraisers: select Keep in my portfolio.
Leadership: select Finish review.
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Note: The candidate is removed from the Low likelihood list. They are not removed from your Raiser’s Edge NXT constituent records. And, as long as the candidate is still assigned to a fundraiser, the candidate's Prospect Insights data is viewable via Your prospects.