Untapped candidates

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. Start at the top of the list.

For each candidate in the list:

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

   Analysis

   From Analysis you can view the following information:

   • Target gift range

   • Major 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. Use your personal knowledge of the prospect and other factors to determine the best approach to take. Use Recommendations are a starting point for consideration and should not limit any possible actions you can take.

   Biographical

   Under Biographical you can view a prospect's age, address, relationship information, and Constituent codes. The information comes from the prospect's constituent record.

   For more information, see Profile Information and Constituent Codes.

   Prospect management

   Under Prospect management you can view a prospect's assigned fundraisers, their status, any open actions, and current opportunities. The information comes from the prospect's constituent record.

   For more information, see Fundraiser Assignments, Prospect Status, Action Statuses, and Opportunity Status.

   Giving and wealth

   Under Giving and wealth you can view a snapshot of a prospect's giving to your organization over the last few years, including the first, latest, and greatest gifts given to your organization. You can also view a prospect’s estimated net worth and assets. For more information about specific wealth attributes, see Giving Indicators.

2. If the candidate does not meet your organization's major giving criteria:

   1. 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 twelve 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, such as those in permanent stewardship who have indicated they are no longer willing to give.

   2. Select a reason for deferring or dismissing the candidate. The selection and the date it was made appear on the constituent's record, providing a record for the action.

   Tip: To help your future self and your co-workers, add a comment providing context for the dismissal or deferral. Don't include any sensitive information in the comment, because anyone with access to the constituent's Prospect Insights data can see the comments.

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 Assign fundraiser.

2. 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.

3. Consider adding an action for the candidate to track initial outreach. To add an action for the candidate, select Add action. For more information, see Actions.

Note: Actions you add appear on the prospect's constituent record.

4. Consider adding an opportunity. To add an opportunity for the candidate, select Add opportunity. For more information, see Opportunities.

Note: Opportunities you add appear on the prospect's constituent record.

5. Select Finish review.

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.