Prospects assigned to non-active fundraisers

Under Prospects assigned to non-active fundraisers, you can access prospects who seem likely to give at least $10,000 in the next 12 months and are assigned only 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 Pro 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 Pro 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, select the prospect and from Prospect management, review the current fundraiser assignments.

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

    • 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.

    • To add an action for the candidate, such as sending an email, for example, select Add action. For more information about actions and how to work with them, see Actions.

      • Note: Any actions you add appear on the prospect's constituent record.

    • To add an opportunity for the candidate, select Add opportunity. For more information about using opportunities, see Opportunities.

      • Note: Any opportunities you add appear on the prospect's constituent record.

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

    • The prospect will 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.

  • If you want to leave the current fundraiser assignment in place, select Finish review and choose a time period for reevaluating this prospect.

  • If you want to dismiss the prospect from this queue, select Finish review, Permanently remove from this queue and then select a reason for dismissing the candidate. The selection and the date it was made appear on the constituent's record, providing a record for the dismissal.

    • Tip: To help your future self and your co-workers, add a comment providing context for the dismissal. Don't include any sensitive information in the comment, because anyone with access to the constituent's Prospect Insights data can see the comments.

    Dismissing a candidate permanently removes them from the Prospects assigned to non-active fundraisers list and they will not come up again for review. However, you can still access them from Prospects.

    Use this option for candidates who should never be assigned to a fundraiser. For example, this option makes sense for prospects in permanent stewardship who have indicated they are no longer willing to give.