In R.E. 7, where do you document in the cultiviation and solicitaition plan for a prospect?

Rodrigo Guardado · September 2017

Hi everyone,

In Raiser's Edge 7, where do you document the cultivation plan for a prospect? For example, our Development Officers and the Executive Team work together to plan the cultivation and solicitaiton plan for a prospect and generally end up drafting a document with this plan (what will be said, what are their interests, very similar to a propsect profile but with specific steps that will be taken). Where would your organization attach or record this document?

I was thinking of the specific proposal but this is before our Development Officers and Executive Team even know what dollar amount they will ask the donor. As a result, the proposal doesn't sound like the best place at this point of the prospect management cycle.

Any thoughts?

Thanks,

Rodrigo Guardado

Liberty Hill Foundation

rguardado@libertyhill.org

Christine Cooke 2 · September 2017

Rodrigo Guardado:

Hi everyone,

In Raiser's Edge 7, where do you document the cultivation plan for a prospect? For example, our Development Officers and the Executive Team work together to plan the cultivation and solicitaiton plan for a prospect and generally end up drafting a document with this plan (what will be said, what are their interests, very similar to a propsect profile but with specific steps that will be taken). Where would your organization attach or record this document?

I was thinking of the specific proposal but this is before our Development Officers and Executive Team even know what dollar amount they will ask the donor. As a result, the proposal doesn't sound like the best place at this point of the prospect management cycle.

Any thoughts?

Thanks,

Rodrigo Guardado

Liberty Hill Foundation

rguardado@libertyhill.org

There is nothing wrong with using the Prosposal without entering a dollar amount. In my experience, oftentimes the dollar amount is left blank -- it is not a required field afterall unless you make it one. If you want to track moves management I would suggest using Actions and utilize the status field in Actions for tracking the steps. The Actions link to the Prospect Tab, just like the Gift Tab does.

In R.E. 7, where do you document in the cultiviation and solicitaition plan for a prospect?

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