Prospects assigned to non-active fundraisers

Under Prospects assigned to non-active fundraisers, you can access prospects with a high major giving likelihood who are only assigned to fundraisers who are deceased or are no longer designated fundraisers. Using the list, you can easily review fundraiser assignments and re-assign prospects to active fundraisers so they can renew prospect cultivation.

Note: Prospect Insights automatically creates lists using your prospect pool and predictive analytics to determine list composition. For more information on list availability and size, see Manage Prospect Insights lists.

Prospects are listed in priority order based on who needs action first. Therefore, we suggest that you start at the top of the list.

For each prospect in the list:

  1. Select the prospect and review the current fundraiser assignments.

  2. If you don't want to continue the current fundraiser assignments, for each fundraiser, select End assignment and enter an end date for the assignment.

  3. If you know which fundraiser you'd like to assign to this prospect, select Add fundraiser and either assign the prospect to yourself or select another person. The prospect appears in the fundraiser's Your prospects list.

    4. Note: Only fundraisers can be assigned to a prospect. Fundraisers must be set up as Raiser's Edge NXT users and marked as a fundraiser on their constituent record. For more information, see Fundraisers.

  4. Select Finish review.

    5. If you didn't assign the prospect to a fundraiser, they appear in one of the following lists, depending on their qualification status:

    • Qualified and unassigned prospects list — Prospect was previously qualified in Prospect Insights.

    • Untapped candidates list — Prospect was not previously qualified in Prospect Insights.