Undergiving

Under Undergiving, you can access prospects identified as likely to give a gift of at least $10,000 in the next 12 months and are assigned to a fundraiser but haven't reached their predicted target gift range. Review their assigned actions and opportunities — they may need more outreach.

Tip: To see candidates who were temporarily removed from this list for six or twelve months, check Your prospects or All assigned prospects. List availability depends on your permissions.

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 prospect in the list:

  1. Select the prospect and from Prospect management review the prospect's assigned fundraisers, their status, any upcoming actions, and current opportunities.

  2. Determine the next steps for the prospect. You may want to edit existing opportunities or actions, add an opportunity, an action, or both.

    • To add an action for the prospect, 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.

    • To change a fundraising assignment, select Manage fundraisers.

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

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

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

    4. The prospect will appear again in the Undergiving list after the time period you selected has elapsed.