Upgrade Opportunities

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.

• "My portfolio" is required to limit results to constituents assigned to you. Without it, the prompt returns organization-wide matches.

• "Higher giving potential" is system-driven and maps to Blackbaud's calculated next ask amount.

• Results aren't ranked by upgrade size by default. To prioritize the largest opportunities, follow up with "sort by next ask amount descending."

Use this prompt at the start of a portfolio review cycle to build a focused upgrade outreach list.

Combine it with additional giving filters for more targeted results. For example, "Show me constituents in my portfolio with higher giving potential who gave last year" helps you prioritize recently active donors.

This prompt identifies upgrade potential, not new prospects.

Prompt

Show me constituents in my portfolio with higher giving potential.

Sample Response