Qualified and unassigned prospects

Under Qualified and unassigned prospects, you can access candidates marked qualified for major giving but who still need to be assigned to a fundraiser.

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 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. Therefore, we suggest that you start at the top of the list.

For each prospect in the list:

  1. Select the prospect and use the information displayed on the following tabs to confirm the prospect's latest giving and wealth data aligns with your plans for cultivation.

    2. 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.

    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.

    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.

    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.

    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. If the prospect still seems aligned with your cultivation plans, assign a fundraiser.

    1. Fundraisers: to add the prospect to your portfolio, select Assign fundraiser and then select Add to my portfolio.

      Leadership or researchers: select Assign fundraiser and either assign the prospect to yourself or select another person.

      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.

    2. Select Finish review.

  3. If the prospect no longer seems aligned with your cultivation plans, select Unmark as qualified. The prospect appears in one of the following lists, depending on the list where they were originally qualified:

    • Emerging prospects list — Prospect was previously qualified from the Emerging prospects list.

    • Top prospects list — Prospect was previously qualified from the Top prospects list.