Smaller predicted gift prospects to remove from portfolio

Tip: Use filters to save time.
– To display only prospects with a high planned giving likelihood, from Planned gift prospects, select Only prospects with high planned gift likelihood.

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

Starting from the top, for each candidate in the list:

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

   Analysis

   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. The recommendations are 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.

   Biographical

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

   For more information, see Profile Information and Constituent Codes.

   Prospect management

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

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

   Giving

   Under Giving you can view 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.

   Wealth

   Under Wealth you can 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: select Manage fundraisers and then for each fundraiser, select End assignment and enter an end date for the assignment. Then, select Finish review.

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

   • If so:

   1. Consider adding an action for the candidate to re-evaluate the prospect's interest in giving a major gift. To add an action for the candidate, 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.

   2. Select Finish review.

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 Pro data is viewable via Your prospects.