Undergiving

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

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.

Manage the Undergiving list

Tip: Use filters to save time. To learn about different filter options, see Use Filters to Find Prospects.

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

For each prospect in the list:

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

Determine the next steps for the prospect.

If the candidate meets your organization's major giving criteria:

Consider editing existing opportunities or actions, adding an opportunity, an action, or both.

To add an action, 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.

Tip: Use opportunities to track multiple actions related to a specific goal for a constituent.

To add an opportunity, select Add opportunity.

Prospect Insights automatically adds an Ask amount, an Expected amount and a Deadline date to the new opportunity. The values are based on a prospect's likely gift capacity to help you maximize fundraising outcomes. For details, see Opportunities and Prospect Insights Pro.

To create an action plan for this opportunity using Blackbaud AI - Chat, select Create an action plan from the success message that appears after you save the new opportunity.

Tip: Don't see this option? Contact your admin to determine if your organization has enabled Blackbaud AI.

For more information about opportunities, see Opportunities, Opportunity Records, and Add or Edit 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, assign the prospect to yourself or select another person. The prospect appears in the fundraiser's Your prospects list.

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

The prospect will appear again in the Undergiving list after the time period you selected has elapsed if they still meet the criteria for the queue.

If you already have opportunities and actions in place to increase the prospect's levels of giving:

Select Finish review, Permanently remove from this queue.
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 Undergiving list and they will not come up again for review. However, you can still access them from Prospects.