Prospect Insights
Note: Currently, Prospect Insights is only available in the United States and to EAP participants in Canada.
Your best major giving prospects are people who have already shown a willingness to support your mission. Comprehensive data intelligence in Prospect Insights helps you identify and prioritize which constituents are the top candidates to spend time and attention cultivating for major giving.
With Prospect Insights, you can:
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Use analytics 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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Temporarily remove 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.
For more information, review the following topics:
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Get started with Prospect Insights — explains how to get started with Prospect Insights, including defining roles and understanding prospect lists
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Manage Prospect Insights lists — describes the factors that determine list size and availability
Access prospects via Needs attention and Untapped candidates
Prospect Insights displays prospect lists under Needs attention and Untapped candidates. Select an item from either area to view the associated list of prospects.
If the number of prospects in your Prospect Insights lists is lower than expected, review Manage Prospect Insights lists for reasons constituent records aren't scored or are excluded from Prospect Insights to determine the possible causes.