Untapped candidates

Under Untapped candidates, you can access constituents with high likelihood scores for major giving who haven't been qualified for cultivation yet or assigned to a fundraiser. When you select a candidate, you can view details about their projected giving for the next 12 months, including their likelihood score and target gift range. For more information, see Prospect Giving Indicators and Behaviors.

Note: Prospect Insights 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 lists.

Tip: To avoid spending time on qualifying candidates who already have a spouse assigned to a fundraiser, filter the list. From Spouse assignment, select Only prospects without spouse assigned to a fundraiser.

Notes:
– Spouses who are not in Prospect Insights and are assigned to fundraisers may still appear.
– Changes to spousal relationships and assignments may take some time before they are reflected in the Spouse assignment filter.

To learn more about the criteria for candidate inclusion in Prospect Insights, see Prospect Insights FAQs. For more information on spousal relationships and how those are determined, see Relationships.

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 candidate in the list:

  1. Select the candidate and review the following information to help you determine if they meet your organization's requirements for major giving cultivation.

  2. If the candidate does not meet your organization's major giving criteria, select Dismiss prospect and choose one of the following options.

    • Review again in 6 months — This prevents the candidate from appearing in the Untapped candidates list for six months, after which time they reappear in the list.

    • Review again in 12 months — This prevents the candidate from appearing in the Untapped candidates list for 12 months, after which time they reappear in the list.

    • Mark as disqualified — This permanently removes the candidate from the Untapped candidates list and they will not come up again for review. However, you can still access them from the Disqualified prospects list, where you can qualify them if something changes.

      Use this option for candidates who should never be assigned to a fundraiser. For example, this option makes sense for prospects in permanent stewardship who have indicated they are no longer willing to give.

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

    1. Select Mark as qualified.

    2. If you know who you want to assign as a fundraiser for the candidate, choose them.

      1. Select Add fundraiser.

      2. Either assign the prospect to yourself or select another person.

        3. 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.

    3. Select Finish review.

      4. Note: If you assigned a fundraiser, the prospect appears in the fundraiser’s Your prospects list. Otherwise, they appear in the Qualified and unassigned prospects list.