Undergiving

Under Undergiving, you can access prospects identified as having a high likelihood for major giving 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 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 review their record to see the opportunities to which the prospect has been assigned and any upcoming actions.

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

    For detailed instructions on working with opportunities and actions, see opportunities and actions.

  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.