Find and prioritize the right prospects to grow your pipeline. Use these prompts to identify potential donors, evaluate capacity and affinity, and focus outreach efforts.
Quickly identify board members who can act as key influencers, champions, or advocates to support fundraising, stewardship, and relationship‑building efforts. Use this prompt when you want to focus outreach, planning, or analysis on constituents who hold a board role and are likely to have strategic influence.
Understand a donor's potential so you can tailor your outreach, set realistic ask amounts, and focus your time where it's most likely to have impact.
Surface donors in your portfolio who may be ready to increase their support so you can focus upgrade outreach where it's most likely to succeed. Identify constituents you already manage whose suggested next ask amount exceeds their largest gift on record. Use it to quickly spot upgrade opportunities without manually reviewing individual records.
Identify high-potential donors who are not yet on your radar so you can build a stronger major-gift pipeline and focus outreach where increased support is most likely. This prompt surfaces new growth opportunities by highlighting people Prospect Insights has identified as strong major-gift candidates who are not currently assigned to you.
See how your major giving portfolio is performing so you can identify which prospects to prioritize, who is ready to qualify, and where your pipeline needs attention. This prompt opens your Prospect Insights portfolio quality view, which shows the breakdown of your assigned prospects and their target gift ranges, and surfaces recommendations to help you take action on the right people at the right time.