Smaller predicted gift prospects to remove from portfolio

Under Smaller predicted gift prospects to remove from portfolio, you can access prospects who are probably best suited for annual giving programs rather than high-touch relationship building. Consider removing these prospects from major gift officers' portfolios.

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.

Tip: Use filters to save time.
– To display only prospects who meet predictive giving criteria associated with a Prospect Insights Pro model, from PI models, select a model and then the criteria. For more information, see Prospect Insights Pro models.

– To filter the list by assigned fundraisers, select them from Fundraiser 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 Fundraiser filter is only available to authorized users. For more information, see Roles, tasks, and permissions and Permissions.

– To see specific types of constituents, filter the list by selecting constituent codes from Constituent codes.
Note: Changes to constituent codes may take some time before they are reflected in the Constituent codes filter. For more information, see Constituent codes.

Prospects are listed in priority order based on who needs action first, so start at the top of the list.

For each candidate in the list:

  1. Select the candidate and review the information on the following tabs to decide if you want to continue major giving cultivation.

    From Analysis you can view the following information:

    • Target gift range

    • Giving likelihood

    • Potential gift range

    • Planned giving likelihood

    Under Recommendations, you can see the recommended actions to take for a prospect based on the summary analysis, which appears under Analysis. The analysis also indicates why a prospect appears in this list.

    Note: Recommendations are suggestions for one possible course of action based on our predictive analytics. However, your personal knowledge of the prospect, along with other factors, may dictate there is a better approach to take. Recommendations are meant to provide a starting point for consideration and should not limit any possible actions you can take.

    Under Biographical, view a prospect's age, address, relationship information (including spousal fundraiser assignments), and Constituent codes. The information comes from the prospect's constituent record.

    For more information, see Profile Information and Constituent Codes.

    Under Prospect management, view a prospect's assigned fundraisers, their status, any open actions, and current opportunities. The information comes from the prospect's constituent record.

    For more information, see Fundraiser Assignments, Prospect Status, Action Statuses, and Opportunity Status.

    Under Giving, see a snapshot of a prospect's giving to your organization over the last five years, including the first, latest, and greatest gifts given to your organization, as well as those given to other organizations.

    Under Wealth, view a prospect’s estimated net worth and total confirmed assets. For more information about specific wealth attributes, see Giving Indicators.

  2. Do you want to continue major giving cultivation?

    • If not, remove the assigned fundraisers.

      • Fundraisers: to unassign yourself as the fundraiser for this candidate, select Remove from my portfolio.

      Leadership:

      1. Select Manage fundraisers and then for each fundraiser, select End assignment and enter an end date for the assignment.

        2. Note: Removing assigned fundraisers removes the fundraisers from the Raiser’s Edge NXT constituent's record. For more information, see Fundraiser Assignments.

      2. Select Finish review, Permanently remove from this queue.

      3. 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.

        4. 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.

        Tip: Dismissing a candidate permanently removes them from the Smaller predicted gift prospects to remove list and they will not come up again for review. However, you can still access them from Prospects.

      Note: The candidate is removed from the Smaller predicted gift prospects to remove from portfolio list. They are not removed from your Raiser’s Edge NXT constituent records. And, if the candidate is still assigned to a fundraiser, the candidate's Prospect Insights data is viewable via Your prospects.

    • If so:

      • Fundraisers: select Keep in my portfolio.

      Leadership:

      1. Consider adding an action for the candidate to re-evaluate the prospect's interest in giving a major gift. To add an action, select Add action. For more information about actions and how to work with them, see Actions.

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

      2. Select Finish review and choose a time period for reevaluating this prospect.

        3. The prospect will appear again in the Smaller predicted gift prospects to remove from portfolio list after the time period you selected has elapsed if they still meet the criteria for the queue.