How to track donor prospects in RE7 without any research modules to help

Hi Joan-

We don't have the modules in question either - but - with RENXT you do get some analytics included. Another thing to keep in mind is that most of the software companies will do a "test-run" of some of your records for you for free - to get you interested in their product. You can put together a random list or, better yet, a list of those that you suspect have some capacity and your returned test run results will give you some info (some of which might actually be useful )


Google is a useful tool - there are quite a few Annual Reports online - you can sometimes find out about your donors' other giving this way. You can also look up CEO salaries (scary and or upsetting)  at http://www.salary.com/executive-salaries/  and get an idea of wealth that way - and, of course, ZIllow to find home values - although that's not a liquid asset but may give you some idea of capacity.


One thing I did was to set up some attributes - I created one called "Probability of Gift" - low, medium, or high - based on an analysis of their gifts to us. I also created an AF Level Code - essentially an annual fund ask amount - based, again on their giving history and what we may or may not know about their capacity. I did the same with a Campaign level code for those that we identified as prospects for our capital campaign.


Of course, the downside is that these have to periodically be looked at and possibly be adjusted up or down...


Good luck!

roger berg:

Hi Joan-

We don't have the modules in question either - but - with RENXT you do get some analytics included. Another thing to keep in mind is that most of the software companies will do a "test-run" of some of your records for you for free - to get you interested in their product. You can put together a random list or, better yet, a list of those that you suspect have some capacity and your returned test run results will give you some info (some of which might actually be useful )


Google is a useful tool - there are quite a few Annual Reports online - you can sometimes find out about your donors' other giving this way. You can also look up CEO salaries (scary and or upsetting)  at http://www.salary.com/executive-salaries/  and get an idea of wealth that way - and, of course, ZIllow to find home values - although that's not a liquid asset but may give you some idea of capacity.


One thing I did was to set up some attributes - I created one called "Probability of Gift" - low, medium, or high - based on an analysis of their gifts to us. I also created an AF Level Code - essentially an annual fund ask amount - based, again on their giving history and what we may or may not know about their capacity. I did the same with a Campaign level code for those that we identified as prospects for our capital campaign.


Of course, the downside is that these have to periodically be looked at and possibly be adjusted up or down...


Good luck!

In addition to Roger's suggestions in regards to prospecting.  If you do not have the Prospect Module you can always track moves management and prospecting on the Actions tab.  Utliziing the Action, Assigned Soliictors, Action Status and Action Attributes and notes.  Works fine.