Prospect Insights
Note: Prospect Insights is currently available only in the United States and Canada.
Your best major giving prospects are people who have already shown a willingness to support your mission. Prospect Insights uses comprehensive data intelligence to help you identify and prioritize which constituents are the top candidates for major giving cultivation.
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 later.
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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, define roles, and understanding prospect lists.
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Manage Prospect Insights lists — describes the factors that determine list size and availability.
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Prospect Insights list comparison — provides descriptions and usage scenarios for each prospect list.
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 your Prospect Insights lists have fewer prospects than expected, review Manage Prospect Insights lists for reasons why constituent records aren't scored or are excluded.