Prospect Tab and Pipeline

Jennifer Hyden

Our new CEO would like us to start using the proposal option in the Prospect tab. We are planning to move to NXT soon but wants to know the best ways to utilize the current system until we are able to make the upgrade. Any help would be greatly appreciated.

shani traum

We did a big project on this recently - what are you trying to track?



All prospects under management?



Only active proposals?



If you can provide a bit more detail, I can share what we've done.

Rachel Slager 2

We use the proposal tab specifically to track proposed project-like solicitations.  For instance, Donor x has a Proposal for $5,000 to sponsor a golf outing, $50,000 to establish a family endowment, and $125,000 to support the building of a new music building.  Each proposal might have a different solicitor, one who is an expert in planned giving, music, or athletics.  Each solicitor can then work with their team to coordinate asking times, meetings, and other important items.  We can rate each proposals likeliness of being fulfilled and use that for estimating major gifts for the year.  We can code the proposals by their restrictions -- capital, scholarship, unrestricted, etc.

Jennifer Hyden

Thanks so much for your response. We will begin utilizing the proposal tab the beginning of this year and that is helpful information.

 

Jennifer Hyden

shani traum:

We did a big project on this recently - what are you trying to track?



All prospects under management?



Only active proposals?



If you can provide a bit more detail, I can share what we've done.

We are trying to track all active proposals and what can be expected in the coming years (those down the pipeline that have not actually been presented). 

Jorge Lazaro

shani traum:

We did a big project on this recently - what are you trying to track?


All prospects under management?


Only active proposals?


If you can provide a bit more detail, I can share what we've done.

Hello Shani,


We are in the same situation where we see the need to develop a pipeline report and track our major gift efforts.  Currently, we are using actions to track moves management, but I'd be interested in learning more how your organization does it.  It looks you have a good handle on prospect tracking and reporting.


Thanks for taking a few minutes of your busy schedule to post a response.


Jorge Lazaro

Jewish Vocational Service

jlazaro@jvsla.org